Read about creative workflows, awesome app tips and interesting use cases.
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I realize that a lot of people aren’t necessarily going away on vacation these days, but hopefully we’re all taking some time off to rejuvenate and refresh.The inevitable return to work, and catching up on everything that happened while you were out, can be quite daunting.Are there things you could be automating to reduce that stress? Can you build systems that will make it less difficult to get back into work mode? Over on the Zapier blog we have an article that provides some ways to catch up on work after a vacation, but we’d love to hear from YOU!Have you created any automations that make it less overwhelming to come back from vacation? Please let us know in the comments below!
Hi! Deb here, from the Zapier blog. Since I started working at Zapier almost four years ago, we've gone from integrating with several hundred apps to integrating with several thousand. That's just to say: no matter what kind of software you're looking for, there's a lot to choose from.So how do you know if you're using the right app for the job? When it comes down to it, if it's working for you, it's probably the right one. But if it's not—if you feel like something's missing—it's time to think about making the switch. Here's an article on our blog about how to know if it's time to switch to a new tool.Switching apps isn't scaryIf you do decide to move to a new app, you'll want to take your data with you. If there aren't any built-in options within the apps you're moving to and from, you can use Transfer by Zapier as a dedicated migration tool.Have you made the switch from one app to another? How'd it go? Let me know in the comments, and we'd love to feature you on the Zapier blog.
My teammates@Liz_Roberts and@Rachael S recently shared a LinkedIn post by Brian Oblinger that said:Create a set of unique, colorful, and interesting default avatars that are randomly assigned for new community members. Gives your community personality, looks less dull than thousands of silhouettes, and encourages members to change it to something that suits them. Quick win!Challenge accepted! So I set out to make that happen in the Zapier community for new members, on auto-pilot. Here’s how I accomplished it.1. Trigger: New User in inSided 2. Action: Formatter by Zapier — Numbers — Random Number 3. Action: Airtable — Find Record 4. Action Formatter by Zapier — Text — URL Encode 5. Action: Webhooks by Zapier — POST 6. Action: Webhooks by Zapier — PUT 7. Action: Airtable — Update Record In Case You’re Wondering…The Zap outline 1. Trigger: New User in inSidedWhen there is a new user in the Community, this Zap will trigger. 2. Action: Formatter by Zapier — Numbers — Random NumberBecause I
Something I’ve been thinking about a lot recently, as my human interaction is at a minimum (to put it lightly): small talk is hard. Even more so when you’re working remotely—my colleague Jusin wrote an entire article about it.The hardest part for me is wanting to help keep morale up for my team but feeling super awkward being like, “hey everyone, let’s talk about...uh, something!” One thing we do at Zapier is let robots do the awkward parts for us. For example, every Friday, a bot sends our #marketing Slack channel a message with a Friday “watercooler” question. That gets everyone chatting without anyone having to awkwardly ask people what they wanted to be when they grew up. Much less weird coming from a robot, we think.If you’re itching for human interaction but don’t want to be the person who starts randomly asking about international weather patterns, try some of the automation suggestions I outlined in this article.Build culture in your remote team with automationWhat did we miss?
Hi there! This is Deb, from the Zapier blog. As the possibility of real vacations gets closer, it’s good to start thinking about how you’ll prepare for any upcoming time off. Because the point of vacations is to not be stressed about what’s happening at work. Our staff writer Justin put together a list of 5 things to do before going out of office, and it’s mostly about making sure your apps (and Zaps!) are in order.5 things to do before going out of officeOne thing I’d never thought of was making sure all Zaps you don’t need are off before you leave. You don’t want to come back to a bunch of automated Slack messages or to-dos that are no longer relevant, so make sure you turn those puppies off before you head out. Just don’t forget to turn them back on too.What did we miss? Are there any Zaps you rely on for out-of-office time? Let me know in the comments!
Are you an accountant or CPA and thinking about investing in automation for your business? Are you worried it might take up "too much time"? Listen to our top customers in the accounting industry discuss the value of automating tasks with Zapier and the ROI that comes with it. If you’re an accountant, CPA, or someone in the accounting industry, you can connect with other accounting professionals and learn new and innovative ways of using Zapier by joining this user group.
Hi! I’m Deb, one of the Zapier blog editors. The other day, I called into a meeting for the first time in almost three years. By called in, I don’t mean that I logged into Zoom on my phone and looked at everyone’s tiny faces. I actually dialed a number and used my phone as an actual phone to participate in the Zoom call.It was amazing. Give your video brain a break: Join Zoom by phoneNow that Zapier has a trigger for New Recording in Zoom, you can always have someone record the meeting, and it will automatically upload the recording to Google Drive or another app. That way if someone shared their screen or something, you can easily go back and take a look later. There’s really no downside.Have you tried calling into a Zoom meeting? How did it go? Any mishaps I didn’t think about? Let me know in the comments!
Hi! Deb here, from the Zapier blog. We talk a lot about using productivity gains to get more done. But what if you used your productivity gains to...relax? Watch Netflix? Snuggle my your dog?Justin Pot calls this "automate and chill."Automate and chill: Put the computers to work so you don't have toIt's second nature to fill in regained time with even more work. And that's not a bad thing, especially if you're trying to grow a business. But it's possible that automate and chill will be better for you than replacing automated tasks with more work. Give it a spin, and see what happens.What do you do with the time you save using automation? Let me know in the comments, and we might feature you on the Zapier blog!
I’m one of the Managing Editors of the blog over here at Zapier, and my colleague Krystina recently wrote a piece about how to automate your feedback tracking. Her system is based on a brag sheet, where she tracks all her wins—and not-so-wins. I just recently became a manager at Zapier, and this article made me realize: I need a system for tracking feedback and comments for my direct reports. And not just for performance reviews, but for 1:1s, growth plans, and even just celebrating daily wins. I can only help my directs grow if I can point to really specific successes and areas for growth.At Zapier, most of our communication happens in Slack, but we work in lots of other spots: Google Docs, Coda, our internal blog tool Async, and plenty of other apps. Instead of making a Zap for each of those, I decided to use Push by Zapier.Whenever anything happens that I want to track, I use the Chrome extension to jot it down. (I also have the Push by Zapier app on Slack, which will automatically
Hey Zappers! I’m excited to announce that we’ve got a new article series that we’ll be rolling out over the next 2+ months. In this series we’ll be digging a bit deeper into the various features of Formatter by Zapier. It’s capable of so much, but we don’t always document all of those amazing capabilities. How Many Posts Will There Be?So far, we’re thinking there will be a dozen or more posts, depending on how detailed we make the articles. The first 4 articles (one per week in the month of July) will be about Spreadsheet-Style Formulas.When Is It Coming?The very first post in the series will be coming up this Thursday, July 8th! It will be an introductory article about Spreadsheet-Style Formulas (under the Numbers function). It’s one of the trickiest features and one that is prone to errors, since formulas have to be very precise in order to work properly.What to ExpectWe’ll be tackling the most impactful topics first, like the features that users find difficult/tricky and/or where we
Hi! Deb here, from the Zapier blog. We’ve been talking to small business owners across the globe, and we’re learning so much about how you all streamline your work. Recently, business owner Judith Meyer wrote a post on our blog about how standard operating procedures helped her scale her business.How standard operating procedures can help you grow your businessThe gist: standardizing and documenting processes isn’t just a bureaucratic task to check off your list. Instead, it’ll open your eyes to processes that could be better—or could be automated. What other unexpected tasks have given you insight into an automation opportunity? Let me know in the comments!
Hi! Deb here, from the Zapier blog. I recently had a chance to work with Nikki Gusz, the co-founder of Lloyd. Lloyd dubs themselves a Waze for working professionals. It’s a massively valuable service, and the brother-sister co-founders knew they could really help folks looking to find their professional way. The problem: neither of them knew how to code, and they didn’t have the money to hire a developer.So they built an entire product with no-code tools (including Zapier!)—and did it all while spending about $100/month. Not too shabby. Read their story at the link below, and then share with us in the comments: what’s the biggest thing you’ve built with no-code tools?We don't code. But we built our MVP for $100/month.
Hi! Deb here. On the Zapier blog, we write a lot about the best apps to use for different tasks at work and in business. Slack and Microsoft Teams are on our list of the best team chat apps, and in a category with so many big hitters (Google Chat and Discord are both on there too), it’s very likely that you’ll be trying to communicate with people who’ve chosen a different app.If you work for a business whose clients use a different chat app, you might be tempted to revert to email (oof). But as it turns out, Slack and Teams can play nice. You can connect the two with built-in integrations, Zapier workflows, or full interoperability. Click the link below to learn more.How to communicate with businesses that use a different chat appDo you integrate Slack and Teams? Let me know how in the comments, and we might feature you on the Zapier blog!
Hi! Deb here, from the Zapier blog. We recently published a piece called 10 mistakes you’re making as a startup employee. Tip #1? Letting a small budget hold you back. The author of the article recalls when she asked her boss for more resources (or more people) to help with everything she needed to get done. Her boss promptly gave her a Zapier login, and the rest was history. So here’s some small budget inspiration for you. If you’re feeling like you need a new tool to get going on those big ideas, try this.First, see if there’s something you can automate. If not, figure out if you already have a tool that can do the job. Then, see if there’s a free version of a tool that might help. Make the most of those free versions (for example, Dropbox and Todoist). Read about how one small business owner did social media, brand awareness, and content marketing without a budget—you might get some ideas.Have you figured out a way to do a lot with a small budget? Drop your tips in the comments, an
Hi! Deb here, from the Zapier blog. As a user of Box (work), Dropbox (home), and Google Drive (both), I get the fact that the cloud storage options can be a little overwhelming. They all feel...vaguely similar?That's why we recently published an article about what to look for when you're evaluating cloud storage apps:How to evaluate and choose a cloud storage appOne of the main criteria is integration capabilities. The whole point of the cloud is to store stuff—your cloud storage app is not a place you want to hang out. Instead, try things like automatically saving certain email attachments to the cloud, saving new social media posts to the cloud, and more.(Here are more tips on how to keep your files and folders organized with automation.)Which cloud storage app do you use—and why? Let me know in the comments!
Hello! Janine from the blog team here.We’ve written several articles about resolutions on the Zapier blog, like the most common resolutions for 2020 (how did everyone do on these?) and why resolutions are bad, particularly in January.A year ago, we published this piece on productivity resolutions to help you save time at work, and this year, we’ve let the state of things guide our advice. We just published this piece from writer Krystina Martinez on resolutions that help you cultivate habits that help you grow your business—but by taking something off your plate rather than adding more to it. She recommends things like auditing processes, following up with networking contacts, tackling your inbox, staying on top of scheduling, and making it easier to follow up with customers.Check it out, and if you’d like, share what you’re planning to do for you and your business next year.
To keep up with the demand of your growing business and your ever-evolving workflows, you need a rock-solid automation system.That's why we're excited to share a suite of new product features which make it easier than ever to build, manage, and monitor the Zaps that power your business!⚡️Learn how you can unleash the power of automation across your entire team securely—and at scale.Join our webinar with Zapier's product team, where we'll cover:In-depth demos of Zapier's newest features Automation inspiration from a Zapier customer A live Q&A with Zapier product managers Snag your free spot here!Can’t make it to the live call? Go ahead and register and we’ll be sure to send you the recording! 🙌🏾
Hi! Deb here, from the Zapier blog. One of the things we try to do on the blog is demystify the concept of automation. Automation is a tool that can help almost any small business or knowledge worker, but for some reason, it still feels like this weird, intangible thing for a lot of folks.One of the reasons it’s hard to explain—and demonstrate the value of—is that people have all sorts of ideas about what automation means. We’re talking everything from futuristic robots to long strings of code that only big businesses can afford to make. Our staff writer Justin put together a list of four common automation myths, along with some thoughts on how to debunk them. Take a look.Job-stealing robots and other automation mythsDid we miss any automation myths? And how do you explain automation to your friends, family, and coworkers? Let me know in the comments!
People often ask business owner L. Michelle Smith how she can be everywhere at once. Her answer: she has help. Help comes in the form of her team—which includes a virtual assistant, editors, illustrator, PR director, and more—but also from automation. Here are the three areas where automation has driven value for her business:Automate essential financial tasks Automate your executive assistant Automate your collaborationLearn from an expert: 3 ways to empower your team with automation(If that executive assistant idea sounds extra appealing, you can also check out this piece from Cortney Hickey, an EA at Zapier, who shares her tips for automating common tasks that EAs have to handle, whether you have one or not.)
Hi! Deb here, from the Zapier blog. We recently had the managing partner at luxury real estate business Manhattan Miami, Ricardo Mello, write an article about why CRMs are core to any real estate business.How a CRM can revolutionize your real estate businessIt seems like a simple concept—use a tool to make your job easier—but it’s one that’s hard to come around to. No matter your role, it can be exhausting and terrifying to add a new app to your stack. But it’s all about keeping your eye on the prize and coming back to the benefits that will come from it in the long-term (and short-term too, honestly).Ricardo’s CRM automates all the repetitive tasks involved in contact management and even helps him build relationships with his clients. And he uses Zapier to connect it with all the other apps he uses, like automatically creating new contacts whenever someone fills out a lead gen form.As someone who’s been using a combination of sticky notes and Google Sheets as their to-do list for thei
Hi! Deb here, from the Zapier blog. On our team, automation and Zapier are kind of synonymous, but automation is (obviously) so much more than Zapier. The more we write about apps and technology on the blog, the more I'm introduced to and reminded of all the types of automation available to us as knowledge workers, business owners, and just...humans. And I'm not only talking about the basics like getting an automated reminder that your doctor's appointment is coming up. Here are a few topics that have come up recently that have reminded me how we can "automatically" do things all over the place. Keyboard shortcuts (the person who wrote this piece has one-key shortcuts that set off pretty complex workflows) Automatically closing those annoying "Launch Meeting" tabs from Zoom (why click when you don't have to?) Your phone offering to share your Wi-Fi password with someone nearby Data validation (jury's still out: is this automation? I say yes.) What kind of automation do you use on
So January 2023 was a busy month for you? Us too; here’s a recap in case you missed it. 👇👇👇_________________________________________________________________________________ Product UpdatesNew In Transfer — Transfer by Zapier, allows scheduled Transfers to recognize related records in the destination integration and determine if a new record should be created or if records should be updated with new information. This ensures that data in the destination is up-to-date with the source of truth. The update includes new options for selecting destination app actions and the ability to recognize changes to user-editable fields in the source app. The first release of this functionality includes Shopify, Zendesk, and QuickBooks integrations.Workflows & Workarounds How to Send Elementor Form Submissions to Zapier—This article is for Elementor users who want to send their form submissions to other apps, such as Google Sheets and CRMs. The article shows how to use Zapier to receive and forw
Hey, folks! Janine here from the Zapier blog team. We recently published this very cool story about how Zapier customer Jeffrey Sun uses autoamtion to run a customized apparel store. I love hearing about the unique Zaps people set up, and Jeffrey’s is amazing. Using automation, he’s able to generate unique chess-themed apparel, featuring individually generated images of whatever chess position someone requests. Check it out!What Zaps are critical to how your business operates? Do you have a favorite workflow that keeps things going? If so, we’d love to hear about it.
Hello! Deb here, from the Zapier blog. The week before last, we had our first-ever user conference, ZapConnect. It was awesome to connect with thousands of our customers and learn how everyone is using Zapier—and what we could be doing better.Our CEO, Wade, opened the conference with a keynote about the history of technology, and he turned part of that talk into a blog post about the issue of "engagement" with apps. Take a look.Engagement isn't the future of softwareThe main takeaway is that people shouldn't have to engage with their apps all the time. Apps shouldn't distract us; they should focus us. They shouldn't take time away from our days; they should give us time back in our days. And that's exactly what Wade and the rest of us want to be sure Zapier does for you.The Zap I rely on most (send new saved Slack messages to my to-do list in Google Sheets) is one I set up over three years ago—and I haven't touched it since. Not one time. It's the epitome of set it and forget it. It ha
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