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Read about creative workflows, awesome app tips and interesting use cases.

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How we automated the replacement of hundreds of images in the Zapier Co...

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Replace Blank/Empty/Null Values in Array with Default Value Using Code

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Please stop automating emails that should be written by a human

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ClintEmsleyZapier Staff

published in Featured Articles

Saving your Switch screenshots to Google Drive via Twitter

Hi folks! Clint here again with another Workflow Wednesday! As you may know, I’m a huge nerd, and one of my favorite things to do is take screenshots in video games and send them to my other, nerdy friends. Unfortunately, getting those screenshots off the Nintendo Switch onto any other platform is a bit tricky or labor intensive. That’s where this workflow comes in - we’re going to post screenshots to a special Twitter account directly in the Switch, then automatically upload them to Google Drive using Zapier! This also applies to any Twitter account where you’d like to capture all the images it uploads.The ChallengeTaking screenshots on the Switch saves them to the internal hard drive OR an SD card. I don’t know about you, but I’m not really looking forward to digging up my SD card converter or yet another USB-C cable to get those off myself.Instead of doing that every time I want to share my new floor plan in Animal Crossing (yes, I’m still playing), I’d like these to automatically s

erinozZapier Staff

published in Featured Articles

How to create a database of Google Drive files in Airtable

Hi there, this is Erin Oz from the Premier Support Team with a workflow idea to share. Background InfoDo you have a lot of files in your Google Drive, but you can never find what you’re looking for? Or have you thought about doing a file reorganization project, and wondered if there’s a way to automate a record of which files have been added to the new folder? Folks with large collections of video files, audio files, or other libraries of information often try to use nesting folders in a Drive to keep things organized, but it can be hard to browse through items that meet certain criteria. For example, my brass quintet has a large library of sheet music. A “work” (a song) consists of parts for each member of the group. So for a standard brass quintet, there will be five “parts” for each work: Trumpet 1, Trumpet 2, Horn, Trombone, and Bass Trombone (Tuba). We keep a folder with the title of the work, and each folder contains five PDF files for each part. Any given work also has a number

Liz_RobertsCommunity Manager

published in Featured Articles

Announcing ZapConnect 2023: Outpace ordinary

We’re so excited to share that ZapConnect is back!⚡On September 28, 2023, from 9:00 a.m.- to 2:30 p.m. PT/12:00- 5:30 p.m. ET, we invite you to join us at our free virtual user conference.Tune in live to ZapConnect for:A keynote address by Sam Altman: Join Sam Altman, CEO at OpenAI, and Wade Foster, CEO and co-founder at Zapier, in a fireside chat that explores the impact of AI and automation on various industries. Through real-world examples, they'll share how people are using this tech to go beyond what was possible before. Build-along Zap workshops: Learn from fellow automators and industry pros. They'll show you how to scale your Zaps so you can automate your way to success. Networking and exploring the tools of the future: Get the scoop straight from innovative thought leaders on how you can use new Zapier products and AI to move forward faster.Join us and together we'll explore how to streamline your processes and scale your sales at ZapConnect!Register today to save your free s

laurieZapier Staff

published in Featured Articles

Don't be afraid of the lookup table

The lookup table is one of my favourite tools in the Zapier toolbox. With this function, we can easily take information that comes to us from one app and transform it into corresponding information that we can send to another app.For example, let’s say you have an e-commerce store and you want to add each purchase to your accounting software. The problem you’re running into is that the SKUs you’ve set up in your store don’t match the product IDs in your accounting app. How do you make sure your purchases get recorded correctly?This is where a lookup table comes in handy. By creating a table that matches each SKU with its corresponding product ID, we can send each purchase on to your accounting files without having to worry about missing information.Think of the lookup table like the directory at your doctor’s office. You know your doctor’s name, but you don’t know which office they’re in. You head to the information desk and give your doctor’s name to the person there. They act like a

Janine_AndersonZapier Staff

published in Featured Articles

Make your perfect Spotify playlist with this automated workflow

Hey, folks!Janine here, from the Zapier blog team, ready to share another idea on how you can use automation. This one—on using automation to curate the perfect playlist—is about improving your workday by getting you the right tunes to work by.Tyler Robertson, one of our customer champions, wrote up this walk-through on how he uses Spotify’s audio features to automatically curate his perfect work playlist. it’s a fairly advanced Zap that uses a filter step that you customize so that songs that match your preferences flow into the playlist you specify.He’s also included a lot of great information about Spotify’s audio features and how they’re set up. Check it out!Make your perfect Spotify playlist with this automated workflow

nicksimardZapier Staff

published in Featured Articles

Use OpenAI with Zapier to parse an email (or other data)

If the following situation sounds familiar to you, then this article is for you.You have a webform that can send you notification emails that contain all of the details of the form, in a format like this:First name: FredLast name: FlinstoneEmail: fred@flinstones.comPhone: 206-555-1212Company: Rock UWebsite: rubble.comComments: "Please get back to me as soon as you can, I really want to make some money!!!!"But what you need is to get each piece of info from that email into its own field in your app of choice (CRM, eCommerce, etc).Before OpenAIPrior to this technology, we likely would have recommended one of the following:An email parser app (like Email Parser by Zapier, Mailparser, etc) A code step to process the data from your email Multiple Formatter steps to extract what you need (maybe RegEx?)None of these options are anywhere as simple as what I’m about to show you. One of our Zapier Experts, Troy Tessalone, alluded to this method in this post, but I’m going to expand upon it a bit

TimSCommunity Manager

published in Featured Articles

How to Get Line Items/Arrays into Code Steps

Tim here from the Zapier Support Team with a workflow idea!BackgroundIf you’re familiar with the Code by Zapier app, you’re probably used to working with all kinds of values, including arrays. In Zapier, arrays are generally called “Line Items” and sometimes it can be tricky to get them into a Code Step unscathed to run them through some custom process.Why is it difficult? All values added to the `Input Data` fields of a Code Step are converted into Strings and sent into the Code Step in that format. Arrays / Line Items get converted into Strings that are comma separated values. While it’s definitely possible to split those comma separated values back into arrays inside the code, we run into problems if the values themselves contain commas.To further complicate things, if we’re sending multiple properties of line items (multiple arrays that relate to each other) and some of the arrays have `null` or empty values, those will be completely dropped, so it can cause our input data to becom

Troy TessaloneZapier Expert

published in Featured Articles

Remove Blank/Empty/Null Values from Array of Line Items Using Code

We do our best to ensure that the code in these articles works as advertised, but please be aware that Zapier Support does not officially help with code steps due to their advanced nature. Feel free to comment on the article or ask in the Zapier Community, where we have code-savvy folks (including the author of this post).Q: Ever wanted to remove blank/empty/null values from an array of line items?A: Use a Code app as a Zap step: https://zapier.com/apps/code/help Code step configuration using JavaScript Copy the Code ResultsCode step configuration using JavaScriptNOTE: Map your line items array to the right side value for the “Set” Input Data variable in place of “A,,B,,C”. Copy the Codelet Set = inputData.Set.split(","); // creates array by splitting Input Data variable at commasSet = Set.filter(i => i); // filter out blank/empty/null valuesoutput = [{Set}]; ResultsCode step results WITHOUT filtering blank/empty/null values from an array of line items: Code step results WITH fil

Janine_AndersonZapier Staff

published in Featured Articles

Automatically add contacts to your CRM or email marketing platform

Hey, folks! Janine from the Zapier blog team here with another tip for you! If you’ve ever thought “I’m spending too much time logging info in my marketing platforms,” I’m here to help you out.I know, keeping a CRM or email marketing platform up to date can be a chore. You’ve got to get contacts from wherever they’re coming in—website forms, lead ads, purchases, and more—and make sure they’re added to the systems that your sales and marketing teams use to communicate with prospects and customers.If you’re still copying and pasting things or working with cumbersome CSV downloads, it’s time to find a new way. Zapier lets you send things from one system (where your contacts fill out their information) to another (where you store that info and put it to work) without anyone having to do anything. Learn how to automatically add contacts to your CRM or email marketing platform so you can keep your efforts focused on working with your contacts rather than managing them.Let us know if you do s

chanelleZapier Staff

published in Featured Articles

Zapathon: How to put AI to workNews

Join us on Tuesday, June 20 at 10 a.m. PT / 1 p.m. ET for Zapier's first-ever Zapathon! 🎉👆That should be an embedded video, but if you don’t see it just click the link. It’s worth the click :) During this live webinar, we'll share innovative and practical ways to integrate AI and Zapier into your daily tasks, solving problems big and small. Here's what you can expect:✨ AI workflows: A demo showcase of dozens of AI + Zapier workflows with Zap builders from across the globe.💡 Inspiring use cases: We’ll cover a variety of ways to leverage AI and Zapier, from simple to advanced, to spark some inspiration for your next workflow!🔧 Tips and tricks: You’ll hear how our expert Zap builders created their latest AI + Zapier workflows and gain helpful tips and tricks for making your own.Can't make it to the live event? No worries! Register today, and we'll send you a recording after the Zapathon ends. How to Get InvolvedWe also want to feature YOU! Have you built an AI-powered workflow you're

JaredZapier Staff

published in Featured Articles

How to Update an Order in Shopify

Hey Zapier Community! Jared here from the Zapier Support Team.Have you ever wanted to update an order in Shopify using Zapier?Maybe add tags or change the email address associated with the order.If so - you might have noticed that Zapier doesn’t currently have an action to Update an Order in Shopify.We can create an order but not update one.However - there is a way to update at least some of the data on an existing Order using Webhooks by Zapier.Webhooks by ZapierMy first thought when we don’t have an existing action is maybe we can use Webhooks by Zapier to send the request.In order for that to work we need 2 things to be true. The App has to provide Basic Authentication or API Key authentication for their API. If they require OAuth - Webhooks by Zapier won’t work. In this case - Shopify does provide API Key and Password access to the API. This link describes how to generate those credentials in your Shopify account by creating a Private App.When setting that up - you’ll want to be su

nicksimardZapier Staff

published in Featured Articles

Formatter Features: Line Itemizer Overview

What It Looks Like What It Can (and Can't) Do Some Ways to Use It 1. Add line items to existing data 2. Create line items from scratch, to use in later steps 3. Add another line item property Anything Tricky About It? That’s a Wrap (for now at least)What's up Zap crafters? Welcome to another installment of Formatter Features, where we highlight individual functions with our Formatter app. This week we're looking at the Line Itemizer, in more of an overview. Next week we'll dive in a bit deeper.We've looked at the Text to Line Item feature already, and though you *can* use that in some cases, there are times when you need something a bit more robust. Enter the Line Itemizer!This option can be found at:Formatter by Zapier — Utilities — Line Itemizer (Create/Append/Prepend)What It Looks LikeThere are significantly more fields here than we saw with Text to Line-Item and Line-Item to Text: But don't be intimidated! We're going to go through what all of it does :)What It Can (and Can't)

Liz_RobertsCommunity Manager

published in Featured Articles

Zapier meetups are happening & you're invited!

Ever think “Sure would be great to learn and meet up with other folks who are just as enthusiastic about automation as I am...”? Well get ready because Zapier Meet Ups are HAPPENING! ⚡🙌🏽⚡🎉⚡💥⚡The Automation After-Hours Tour kicks off this summer! 🙌🏽Click here to see where we’re heading and to register before seats fill up!

skalendaZapier Staff

published in Featured Articles

Creating a dynamic lookup table with Airtable

The Lookup Table is an amazing tool to dynamically find relevant information.For instance, is app A sending the values “Apple, Banana, Citron”, but we’re actually looking for “123, 456, 789“ in app B? The lookup table can solve that!The only hurdle with the lookup table is that it lives inside a single Zap. Adding content can be tiring, and updating it requires you to manually adjust the lookup table.Good news! We got a solution for that, using Airtable!The setupWe have an Airtable base setup like this, for instance: App A returns the name of the fruit, but we need the IDs!The steps to use:Formatter > Utilities > Line-Item to Text Find Many Records (With Line Item Support) in AirtableNOTE: The object we’re going to use is a line-item or array object. If you have a comma-separated string/text, you’ll need to use a Replace step (Formatter > Text > Replace) and use the same separator as below to replace the commas.The Line-Item to Text step The separator to use:<TriggerValu

jesseArchitect

published in Featured Articles

Prompting basics: get quality responses when interacting with AI.AI

IntroductionPrompting is just another word for making a request and it's one of the most common ways to interact with AI. It's a skillset. One that can save you a lot of time and inspire new ideas if you know how to use it.It turns out, with any great relationship, artificial or not, the communication piece is key. What you say and how you say it will determine the quality of the response you get back. Remember, your inputs create your outputs.This comprehensive guide will walk you through the core components of prompting and time-saving tips and tricks along the way. I've personally read and purchased all of the most popular prompting guides currently available and I am summarizing and simplifying the most common approaches and foundational components for you here.Let's dive in!Introduction The Core Components Purpose Parameters Product ConclusionThe Core ComponentsI like to think of prompting in a trifecta of "P's". In order to write a good Prompt, you must include Purpose and Pa

DanversZapier Staff

published in Featured Articles

The Zapier Google Chrome Extension - trigger Zaps without leaving your browser

As a ‘Geriatric Millennial’, I’m part of what is sometimes called the ‘analog youth, digital adult’ generation: I’m tech savvy enough to want technology to work instantly, whilst still occasionally being floored by how much it can do. I expect the internet to provide information at my fingertips whenever I demand it, yet I still have a childlike glee when I create an automation that my ten year old self would never have dreamed of. The Zapier Chrome extension has just enough magic to impress my younger self, whilst giving me instant access to automation and information that my adult self demands. Trigger Zaps at the push of a buttonThe Zapier Chrome extension allows you to trigger Zaps using an extension in your Chrome Browser. You install the extension in the same way you would any other, through the Chrome Webstore. Once it’s installed, you can create Zaps using the extension as a trigger. To learn more about installing and getting started with the Zapier Chrome Extension, check out

nicksimardZapier Staff

published in Featured Articles

How to get data in (and out of) Zapier when the app doesn't have an integration

We can call this the Workaround Wednesday edition, since I’m going to cover a few things to consider when you need to get data into Zapier but the app you’re using doesn’t have an integration. Or, maybe they have an integration but it only has actions, and not triggers. There may actually be an invite-only app integration Before we get to the actual workarounds, I thought I would mention that just because you don’t see your app in our App Directory, that doesn’t necessarily mean that one doesn’t exist. Often times, apps have what we call invite-only integrations, where you need a special invitation link in order to use it. Ways to check whether there’s an invite-only integration: Ask the app creator directly: there’s no harm in reaching out to the company to see if they have an integration that is invite-only, and would they mind providing an invitation link. Do an Internet search: you can always go to your search engine of choice and type in “[name of your app] Zapier integratio

Liz_RobertsCommunity Manager

published in Featured Articles

Member Spotlight: How Mohamed Swellam automated employee onboarding

Scenario: Growing your sales team by 400% 🙌🏽 but onboarding them manually.😖Solution: Create a ⚡50-step Zap⚡ to automate the employee journey from interviewing through onboarding to receiving commission. Certified Zapier Expert Mohamed Swellam (Founder of GeekyAir.com) shares how he did just that, helping his client massively scale their sales team and generate more revenue. ----------------------------------------------------Hi Moh! Starting off, why did this client seek your help?They were challenged with their overall employee onboarding process in addition to creating/sending out invoices. It was completely manual and unsustainable. They knew there had to be a better way. Manual steps were causing a lot of costly errors. This particular client had 20+ sales reps working during the summer season but he wanted to scale to 100 employees by end of year. “Can you imagine the headache of obtaining 100 employees’ bank details manually in order to pay folks? Calculating the commission s

TimSCommunity Manager

published in Featured Articles

How to run multiple Zaps from one trigger

Mod Edit: 03-22-2022Hi there!Tim here from the Zapier Support Team with another workflow idea.BackgroundIf you’re running into one of these problems, the Webhooks by Zapier app can help:You want to Trigger multiple Zaps from the same Trigger, but your Trigger Zap doesn’t support creating as many Triggers as you need You want to create more than three Paths after a TriggerFor example, I recently helped a customer who was trying to set up Zaps that Triggered from events in Stripe. Stripe only allows a maximum of 16 outgoing webhooks and they needed to Trigger more Zaps than that. Because the Trigger used for most of the Zaps was the same, we used this technique to “duplicate” the Trigger from one to about 20 different Zaps. Every time Stripe Triggered the Starter Zap we set up, webhooks would duplicate and Trigger the 20 Zaps with the same information. Setting up the ZapsIn this example, we’ll look at duplicating one Zap with the Trigger we want to three more Zaps.Starter Zap:Trigger: Th

Liz_RobertsCommunity Manager

published in Featured Articles

ZapChat: Erika Satterfield

We’re so excited to introduce you all to Erika Satterfield, Sr. Customer Success Manager at Zapier!Erika originally began as a Zapier Customer Champion before joining our Success team as a founding member! She knows the Zapier product in and out with tons of suggestions on how folks can get the most value from their workflows.⚡Oh and she has excellent taste in music too! Check out her workday playlist.🎧

laurieZapier Staff

published in Featured Articles

Create your own fields with Named Variables

Have you ever had a Zap that sends a big block of information that you wish you could break apart into separate fields? It turns out you can do just that! I’d like to introduce you to a little known but very powerful Zapier tool called named variables.Named variables allows you to format your text in a way that when the Zap runs, this text will be separated out and sent as individual fields. The key to using this function is entirely in the formatting of the original information. This tool is particularly helpful when you have a big block of text that comes through your Zap in one field, but you’d prefer to use the information in that block of text in different fields in your action step. If we were to send that text formatted with the named variables formatting, the Zap will know to create a separate field with that field name and send through the value in that field.Let’s look at an example. You have a form on your website that sends you the responses via email. You’d like to add the

chanelleZapier Staff

published in Featured Articles

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

TimSCommunity Manager

published in Featured Articles

How to post a Google Sheets Chart as an Image to Slack (or any app)

Hi there! Tim here from Zapier Support with another workflow idea for you :)BackgroundI recently had a customer write in with a request: Once a week, they wanted to post a chart from a Google Sheet to a Slack Channel to keep everyone in the loop on the recent progress their team had made. The problem? There’s no “Get/Lookup Graph” type of Action or other way to pull that in. The SolutionGoogle Sheets and Google Docs both have a neat feature called “Publish Document” that let you create a link to a version of your document or a specific part of it. You can make spreadsheets and documents available as downloadable CSVs, PDFs, Microsoft formats, and more.Once published, the “published” version will be updated at least every 5 minutes to reflect changes in the source document. Anyone with the link can access the published version, but can’t make changes to the original. The link is long and complicated, essentially serving as a password so that it is virtually impossible for someone to fin

ClintEmsleyZapier Staff

published in Featured Articles

How to extract a single line item regardless of number or order of line items

Hi everyone,Clint here, from Zapier support!I’ve been meaning to write some guides for interesting workflows we’ve developed in support to solve some difficult issues. Today I want to share a formula that lets you pick a specific value from a set of line items, even if you’re not sure of the order or number of line items that are going to come in.Let’s say you’re triggering on a new purchase, maybe from Shopify or Square, and you’re getting some of the data as line items. You need only one of those line items, like a specific piece of metadata about a purchase, the shipping cost, or additional fees. But! Sometimes there are 3 line items, like this: And sometimes there are more, or they’re in a different order: How would you get the Shipping fee out of both of these using a single step? You can’t say “always give me line item 2” or “always give me the last line item” because they’re not consistent enough for that.Luckily, that’s where this formula comes in: That looks like a bit of a me

chanelleZapier Staff

published in Featured Articles

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

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About ZapConnect

ZapConnect is Zapier’s one-day virtual event designed to help you unlock the possibilities of easy automation. With full access to our community, you’ll join automation leaders and users of all levels on an adventure to reimagine a single everyday task—or your entire business.

When is it happening?

It's taking place on October 20, 2022. It starts at 9 a.m. PT and runs until 1:30 p.m.

Where can I learn more about it?

You can check out https://zapier.com/zapconnect for more details.

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