Read about creative workflows, awesome app tips and interesting use cases.
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Automate Notion Relations with Zapier
Hey automators! I’ve got something special for you today :)This content was originally created by William Nutt, the Notion expert behind Notion VIP and Notion A-to-Z. See the original post, Automate Notion Relations with Zapier, and companion video.With his permission, here’s his blog post. Be sure to check out his blog as well.Zapier is essential to architecting a cohesive and streamlined system with Notion. It powers automations and integrations with other apps. But a persisting limitation is Zapier’s inability to update Relation properties. As a workaround, we can directly access the Notion API with the Code by Zapier action.Let’s walk through the configuration with a hypothetical scenario. Members of Notion A-to-Z enjoy access to the functional demos and Zap template. If you’ve yet to join, we’d love to have you onboard.For this tutorial, you’ll want to have an existing Zapier account and basic familiarity with Zaps, including the Webhooks by Zapier trigger.The ScenarioAs a framewo
Looking to get link preview data in a Zap? Look no further!
Link preview data is not always available—sadly.Maybe you need to get the header image from a WordPress post, or you’re building a Notion database with links, and would like to enrich it? If so, then this guide is for you. Here’s a few easy steps on how to set that up, with the help of a free API.This is the data that we’ll retrieve: Let’s go!1) Creating an API key 2) Base 64 encode your credentials 3) Setting up a custom request in Webhooks by Zapier1) Creating an API keyScouring the internet, I found a couple of APIs that return link preview data. The one I landed on is called URL MetaCreate an API key on https://urlmeta.org/.Once an account has been created, you’ll be able to copy your API key:2) Base 64 encode your credentialsAs per the API docs, we’ll need to base encode the:email:apiKeyHereExplanation of how to encode your credentials And use the Authorization Basic header (more on that later). We’ll head to this link first:https://www.base64encode.org/Then fill out the following
Zapier Transfer: move critical data where & when you need it
This article will give you a quick overview of Zapier Transfer, and provide some more resources for you to check out.What is Transfer? When to Use Transfer How to Set Up Transfer Which Source Apps Transfer Supports Which Apps Support Update or Create Actions Transfer Resources What is Transfer?If you’ve ever built a Zap, you’ll be familiar with the trigger (the event that starts a Zap) and action(s) (the event(s) your Zap performs). Zapier Transfer, however, is a standalone tool with which you can bulk-move data from one app to another. With Transfer you have control over which data to move, and where you want to move it. During the process you specify which piece of data will go where (in Zaps we call this “mapping fields”) and you can also filter the data as you’re transferring it. Transfer is currently available as a beta experience, so users can try it and provide feedback.When to Use TransferWith Zaps, you can automate your work processes and ensure that information flows between
Community recap: AprilNews
Wondering what you missed for the month of April? No worries, I’ve got you! 👇Product Updates Zapier's newest product features: automation your team can count on Over the past few months, we’ve released numerous highly-requested product features. Many of them enable teams to build and manage Zaps more easily. Look at the new features that empower teams to create, keep track of, and control mission-critical workflows—at scale. Workflows & Workarounds Automate Notion Relations with Zapier This tutorial shows how to use the Notion API with Code by Zapier action as a workaround. It walks through a hypothetical scenario where a contact form sends a webhook to Zapier, which adds the submission to the Submissions database in Notion and relates it to the Countries database. The tutorial explains how to generate a token, create databases, add an integration, and create a Zap. The Zap consists of four steps, including receiving the webhook, creating an item in Submissions, finding the count
Zapier wrap-up: AprilNews
It's been a while, Automation Heroes! 👋 We've got some news that we can't wait to share with you. We have plenty to explore, from new apps that have joined our platform to new features that make your favorite integrations more efficient. So, whether you're a long-time Zapier user or just starting, you won't want to miss this. Let's dive in and see what's new! Updates: Buffer - Social Media Marketing Launches: Reflect - NotesZcal - Scheduling & BookingExplodely - eCommerceElfsite - Forms & Surveys Ocoya - Social Media MarketingWebinaris - Webinars Ninetailed - Marketing Automations Want to know more? Check out our recent blog post!
Member Spotlight: Kelly GossSpotlight
We recently sat down with Kelly Goss, a Zapier Certified Expert, published author and founder of Solvaa (an agency that helps businesses increase productivity using streamlined systems and automated processes), to learn how Zapier has impacted her career and what advice she has for women entering the automation field. -----------------------------------------------------------------------------------Kelly, you’ve done a lot of things! Tell us a bit about you and how you got turned on to automation? I co-founded a vet practice just for cats on the south coast of England. At the time, "cat-only" was not well known and we were one of 3 dedicated cat practices. If you're a cat lover, you'll know how important going to a cat-friendly vet is for the stress levels of the kitty. I ran all aspects of the business with my many hats (as most start-up business owners have to do); this was where I experienced first-hand how unproductive businesses can be - working 70+ hours a week and doing tax ret
Member Spotlight: Marissa Ezell
Women’s History Month is upon us and to celebrate, we’re highlighting one of our incredible community members who is on top of her developer game. ⚡We sat down with Marissa Ezell, a Georgia-based web developer at GetUWired, who shared how Zapier served as a launching point for her developer career and what cool projects she’s been working on:---------------------------------------------------------Welcome, Marissa! Tell us more about GetUWired and your role: At GetUWired, we offer solutions to our clients that result in seamless time and money saving integrations. I was a relatively new developer when I started working on the Zapier team at GetUWired and I feel that the low code/no code platform that Zapier provides has really acted as a launching board for my own skills as a developer.One of the coolest parts of working with Zapier is that the opportunities for integration are really limitless. I really enjoy forming a relationship with our clients, getting to know their business pro
New API endpoints on 1SaaS
Hey Zapier enthusiasts! 🎉We have some exciting news to share with our incredible community. We've just published new endpoints that you can now access and integrate into your workflows! 🚀To make things even easier for you, we've compiled all the necessary details in this user-friendly Airtable link. It's a one-stop shop for everything you need to know about these fresh additions. 🌟We can't wait to see what amazing things you'll create with these new endpoints. Be sure to share your success stories, and let us know if you have any questions or need assistance. Remember, we're all in this together, and we're here to support each other in our Zapier journey. 💪Happy Zapping, folks! 🤖Best regards,1SaaS Teamhttps://www.1saas.co/
Filter by Zapier Q&AF.A.Q.
Have a question/running into an issue with Filter? Or looking for common workflows and tips? This is a great article to check before posting!ResourcesWhat’s possible with Filter by Zapier Help Article: Add conditions to Zaps with filters Video Tutorial: How to use Filter by Zapier Filter by Zapier: How to set ground rules for automation Add branching logic to Zaps with filters What to do when your Zap filters aren't working properlyKnown Issues/Workarounds Common Use CasesFiltering by event for Calendly invitees to different spreadsheets F Calendly Zap for specific events J Calendly with Google Sheets F Help for Calendly events F Filtering between two GoogleSheets Filtering on Mailchimp tags L Typeform -> Asana - create tasks in different projects based on answers K
Using regex to extract different types of content
Hi friends! 👋 I know that regex can often seem a bit daunting, scary even, but it doesn’t need to be. It’s super useful so I thought I’d collate some examples of how you can use regex in a not so scary Formatter (Text > Extract Pattern) action to extract certain types of content. Don’t have time to read everything? That’s totally fine, you can just scroll down to the relevant sections and copy and paste the regex patterns into your Zap. I totally won’t be offended. 😉Setting up the Formatter Action Matching One or All? Extracting Usernames/@mentions Extracting Hashtags Extracting Currency Values Extracting a Website From an Email Address Extracting an Image URL From an HTML Image Tag Extracting Text From in Between Specific Values Extracting Email Addresses, Numbers and Phone Numbers Further readingSetting up the Formatter ActionThis first part is relatively straight forward. You add an action to your Zap. Select the Formatter by Zapier app and for the Event, pick Text. Next, you’
ZapChat: Hong Chau
⚡We’re back with another behind the scenes look at some of our fellow Zapiens!This month we spoke to Hong Chau who is not only a user education mastermind but a wonderful human being to boot! 🎉Hong leads the Zapier User Education team who is behind the shiny new Zapier Learn site. If you haven’t checked it out yet, be sure to swing by for interactive courses and videos!
Email Parser - Common issues, workarounds and tipsF.A.Q.
Have a question/running into an issue with Email Parser by Zapier? Or looking for common workflows and tips? This is a great article to check before posting!Everything You Need to Know About Email Parser by Zapier Set up your Email Parser account in Zapier Trigger Zaps from new parsed emails Emails are parsed incorrectly in Zapier Common Workflows and Workarounds Parsing Incorrect Info Applying Templates Parsing Specific Fields Using Parser with Formatter Take your Email Parser by Zapier Zaps to the Next Level Email Parser by Zapier Community HeroesThank you to @Troy Tessalone who has helped provide the most Email Parser by Zapier answers in our community!
Looping by Zapier - Common issues, workarounds and tipsF.A.Q.
Have a question/running into an issue with Looping by Zapier? Or looking for common workflows and tips? This is a great article to check before posting! Common Workflows and WorkaroundsDelaying a loop Looping data in your spreadsheets/database Take your Looping by Zapier Zaps to the Next LevelLooping by Zapier Community HeroesThank you to @Troy Tessalone who has helped provide the most Looping by Zapier answers in our community!
Sub-Zaps by Zapier - Common issues, workarounds and tipsF.A.Q.
Have a question/running into an issue with Sub-Zaps? Or looking for common workflows and tips? This is a great article to check before posting!From the Zapier Help Center: Sub-Zaps by Zapier FAQsKnown Issues (Feature Requests & Bugs)Common Workflows and WorkaroundsTake your Sub-Zap by Zapier Zaps to the Next LevelSub-Zap by Zapier Community HeroesThank you to @Troy Tessalone who has helped provide the most Twitter answers in our community!
Zapier's Marketing Operations Appreciation DayNews
Zapier's Marketing Operations Appreciation Day is backNominate yourself or your coworkers for our second annual Marketing Operations MVP Awards.Hey Zapier Community, it's that time of year again! 🎉 Marketing Operations Appreciation Day is back and this year we're spreading the love to all operations professionals. Let's give a shoutout to those unsung heroes who keep their teams running smoothly, from Marketing Operations to Revenue Operations.Operations professionals are critical players in any company, handling complex systems and processes, juggling multiple tasks, and collaborating across teams to ensure seamless campaign execution.So let's show our appreciation! Take a moment to thank the operations professionals in your organization and nominate them for Zapier's annual Marketing Operations MVP Award. Nominate yourself or a colleague using this form before May 11. Winners will be featured on the Zapier blog. Cheers to our amazing operations professionals!Finalists will be contac
Using OpenAI to categorize text: a beginners' guide to using Search EmbeddingsTutorial
If you’ve been tinkering with the OpenAI Zapier integration, you may have come across the ‘Search embeddings’ action. This article covers the fundamentals of what embeddings are in AI and explains how to set up an OpenAI Search Embedding step in your Zap. In simple terms, embedding in AI compares how similar two (or more) pieces of data are to each other. For example, the word “dog” and “wolf” would both be closely related to the word “canine”, but if the embedding we use is “pet” then dog will be a much closer match. Embedding is commonly used in apps to do things like compare your search question to useful answers or show you products that might be relevant to other things you’ve looked at. If you want to learn more about the theory behind embeddings, I found this video really helpful: Using Embeddings with OpenAI in ZapierIn Zapier, you can add text as the input of an embedding step and ask the action to compare that a list of categories. The input of the action is called the ‘Query
Member Spotlight: Rob SchmidtInterview
This month we had the privilege of chatting with Rob Schmidt, an entrepreneur with multiple eight and nine-figure businesses whom specializes in digital marketing.As a Zapier Certified Expert and founding partner of Outliant and Winona, Rob shared with us how Outliant leverages Zapier to stand out from the competition, enabling his team to think outside the box and find unique approaches to build wildly successful companies.Hi Rob! Tell us how you came across Zapier and what you initially began zapping! ⚡I learned about Zapier in 2015, when I was working with Crunchbutton. It was recommended to me by a colleague, Nick Hunter, who had stumbled upon it online.After he sent it to me, I quickly started using it a lot. It was like, “hey, this looks like something that would be useful!” We created a lot of Zaps for marketing automations and operations purposes. We also managed large ambassador programs at universities, automating the process of shipping out swag and marketing material and ke
Webinar: How to scale automation across your teamEvent
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! 🙌🏾
January Zapier Community RecapBlog
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
Popular Google Sheets Integrations
Looking to elevate your experience with Google Sheets? Google Sheets is one of Zapier’s most commonly used apps, and we get tons of questions in the community about integration possibilities. Here are our top five recommendations: Running Surveys and collecting data? Collect new Typeform responses as rows on Google Sheets Get your time back and automate your day! Zapier can do the hard work for you by setting up this code-free automation and analyzing those spreadsheet entries. You can follow the template on our explore apps sub-page, or explore other triggers and actions that work for you. Using Facebook Lead Ads and need to transfer the data to another doc? Connect Facebook Lead Ads to rows on Google Sheets This premium Zap makes it easy to filter through leads and lets you keep your mind on marketing. Since this is one of our more time-consuming automations, we’ve created a tutorial; you can find it on this page that also introduces you to other triggers and actions tailored to
Zapier's newest apps & what they doNews
Get ready to level up your productivity and simplify your life with some awesome new apps. 🙌 Whether you need a note-taking app, a calendar app, an eCommerce tool, or help with marketing, we've got you covered. These apps are game-changers, so get ready to revolutionize how you work and connect. Let's dive in!Reflect -Reflect is a handy app for taking notes that helps you remember and organize your ideas, favorite books, and important meetings. With Reflect, you can easily jot down your thoughts, attach labels for easy sorting, and connect related notes to form a personal knowledge map. It also allows you to collaborate, share your notes, and stay updated on your development.Zcal - Zcal is a user-friendly calendar app designed to keep you on top of your schedule. It allows you to effortlessly create and handle multiple calendars, personalize calendar links, receive introductions from people, and even include personalized videos. Zcal alleviates the stress of double-booking, again!Elfs
How to use inSided webhooks when the Zapier trigger doesn't exist
We use inSided as our Community platform, and there are times when the Zapier integration is missing something that we need.Have no fear! inSided has quite a robust API (including webhooks) so we can typically accomplish our desired workflows.If you use inSided and are wondering how to use one of the following webhooks, this article is for you.Article eventsarticle.Created article.Replied article.ReplyPostContentChanged article.ModeratorTagsChanged article.Liked article.ReplyLikedConversation eventsconversation.Started conversation.Replied conversation.PostContentChanged conversation.ReplyPostContentChanged conversation.ModeratorTagsChanged conversation.Liked conversation.ReplyLiked conversation.ConvertedToIdea conversation.ConvertedToQuestion conversation.ConvertedToArticle conversation.ConvertedToReplyQuestion eventsquestion.Asked question.Replied question.PostContentChanged question.ReplyPostContentChanged question.Answered question.ModeratorTagsChanged question.Liked question.Reply
Webinar: From post-its to pipeline: Scaling a lead management programEvent
Webby Award Nomiation...We need your help!News
Hey Zapier Community! 👋We've got some exciting news to share with you. Last year, Zapier was nominated as a finalist for the prestigious Webby Awards. We were among the top five nominees out of thousands of entrants, which is a huge accomplishment.But here's the thing: we didn't win. And we want to win this year. That's why we need your help!Voting for the Webby Awards goes until Thursday, April 20th. During this time, we'll be working hard to get the word out and encourage as many people as possible to vote for Zapier.So, what can you do to support Zapier? Start by following us on social media, where we'll share updates and reminders about the Webby Awards and how to vote for us. But we also need your help to spread the word. Please share our posts, tag your friends, and let everyone know that Zapier deserves to win this award.The Webby Awards are all about recognizing excellence on the Internet, and we believe that Zapier is a prime example of this. We're passionate about providing
Zapier’s Annual No-Code Day Winners!News
About Our No-Code Day And that's a wrap on our annual No-Code Day Contest! This day was about recognizing and celebrating the people and businesses using no-code tools to create and automate amazing things without writing a single line of code.We created No-Code Day to help spread the word about the no-code movement and to encourage more businesses and organizations to embrace this powerful approach. It's a game-changer for people who want to turn their ideas into reality quickly and affordably.This year, we received over 200 entries for our four categories: No-Code Transforming Businesses, No-Code Changing the World, No-Code Empowering Small Businesses, and No-Code Featuring AI. Among these entries, 59% were focused on empowering small businesses, 16% on transforming businesses, 14% on changing the world, and 11% on featuring AI. That's a lot of great ideas and creativity coming from our community!So let’s meet the winners!Tori Philips: No-Code Transforming Businesses Tori Phillips is
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