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Featured Articles

Featured Articles

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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debZapier Staff

published in Featured Articles

Automate your OOO: Stop sending out of office reminders

Hi! Deb here, from the Zapier blog. Our staff writer Justin recently discovered Google Calendar’s out of office feature. This was the first time in history I knew about an app feature before him. After a mini-celebration, we realized it’s a pretty underutilized feature. Here, Justin talks about how it works and why it’ll save you a lot of grief whenever you’re planning a vacation or just a day off.Why everyone needs to use Google Calendar's out of office featureThe coolest part (wethinks) is that it connects with Zapier, which means you can use the OOO feature in Google Calendar to create out of office actions in any other app. Automatically update your Slack status, send a text message or email to remind people, or even create a task in a project management app letting people know what they need to cover for you while you’re out.All you need to do is use the Advanced Mode when setting up your Zap, and use the search term eventType:outOfOffice to only trigger for out of office events.W

nicksimardCommunity Manager

published in Featured Articles

Mobile notifications for new Twitter followers, including useful information

The Tools Zap Overview In Zapier In Pushcut Wrapping UpThe other day I tweeted about a Zap I’d built that notifies me via Pushcut when someone follows me on Twitter. At the time, the notification included the name and how many followers they have (this screenshot shows my improved version).Someone offered to pay me if I set up the workflow for them, and I said I’d write about it here instead :)The ToolsZapier (for the Zap, obviously) Twitter (to trigger on new followers) Pushcut (to notify us on mobile)Instead of Pushcut, you could send yourself a good ol’ text message or use something like Pushbullet).Zap OverviewTrigger: Twitter — New FollowerAction: Formatter (to give me a prettier date)Action: Pushcut — Send NotificationIn ZapierThe Zap is a short one (and could be even shorter if you don’t want/need the Formatter step).Trigger: Twitter — New FollowerAdd your own Twitter username here. Although, with the New Follower trigger, you can actually add another person’s username, if you w

nicksimardCommunity Manager

published in Featured Articles

How to update a record if it exists and create one if it doesn't

This is one of those things that isn’t necessarily complex, but it’s easier to demonstrate with screenshots than it is to type out instructions.The ChallengeYou want to search for a record (contact, deal, lead, etc) in your app of choice, and if it’s found then you want to update it. If nothing is found, you’d like to create it.It sounds simple enough to those who are well-versed in Zapier, but it’s not always immediately obvious how to accomplish this.The SolutionI’ll tackle this in two parts. First, a brief explanation of what we’re going to be building. Next, I’ll get into the nitty gritty details for anyone who still needs it.The Short AnswerTrigger: Your app of choiceAction: Find/Create (insert your record type here)Filter: Only continue if the record is foundAction: Update (insert your record type here)IMPORTANT: In order to do this most efficiently, you’re going to need an action in your app that allows you to find an item and create one if it’s not found. Like these actions in

nicksimardCommunity Manager

published in Featured Articles

The Zapier Manager app: what the heck is it and what can it be used for?

Whether you’ve been a Zapier user for a long time or just started recently, there’s a good chance that you’re not super familiar with the Zapier Manager app. We don’t really talk about it much, but it can come in handy!You can check out the list of Zap Templates in the Zapier Manager directory listing, but I thought I’d do some brainstorming and come up with some ideas for how each of the triggers and actions could be used. Hope you find these helpful!TriggersBelow you can see that there are 9 triggers available, 2 of which are instant. Only the New Team Member trigger requires a Zapier for Teams account. The rest of them can be used on any plan.New Public AppTriggers whenever a new public app is added to Zapier.Ideas for how you could use it:Be on the cutting edge by sending yourself (or someone else) a notification as soon as new apps are added. Use Digest by Zapier to create a weekly (or maybe monthly) email digest of all the apps that were added. Keep an eye on apps that you're int

JaredZapier Staff

published in Featured Articles

How to Trigger for Specific Field Level Changes in Pipedrive

Have you ever wanted to trigger a Zap for a specific field level change in Pipedrive?For example - maybe you want to know when a Contact’s primary email address changes.In Zapier today - we have an Updated Person trigger - but it will trigger on any change to the Person Record (not just for specific fields).Using Pipedrive’s built-in workflow automation - we can focus-in on specific field level changes to Pipedrive records - and trigger Zaps when they change.Step 1: Set Up Pipedrive WorkflowThe first thing we want to do is set-up a Workflow in Pipedrive. This will enable us to isolate field level changes.You can see Pipedrive’s Workflow Documentation here.Our Pipedrive Workflow would work like this. Trigger Person Updated Filter to only Look for Changes to the Primary Email Address - and only when it Exists (if it is changed to Blank we don’t want the Zap to trigger). Create Activity in Pipedrive. Here’s the full Pipedrive workflow.I want to point out a few things in that screensh

nicksimardCommunity Manager

published in Featured Articles

Formatter Features: Currency + Number Formatting

Hey Zap fans! Nick from the Community team, coming atcha with another Formatter Features article! I’ll be covering number and currency formatting in Formatter by Zapier.You can't always count on numbers/currency coming into your Zaps with the exact format that you need. Today we’ll be looking at the following: Format Number Format Currency Format NumberThis option can be found at:Formatter by Zapier — Numbers — Format Number What It Looks Like What It Can (and Can't) DoTo make sure you don't go into your Zap with false assumptions, let's briefly cover what is and is not possible with Format NumberThings you can do with this transform option: Choose the format for grouping and for decimal Specify the incoming decimal mark Use line items to format multiple numbers with one Formatter step Things you can not do with it: Make numbers negative/positive based on incoming value Perform mathematical operations Perform rounding or padding of the number Some Ways to Use ItFormat Number

JaredZapier Staff

published in Featured Articles

Different Types of Zapier Triggers

The trigger is a critical piece of our Zaps - as the trigger tells us when we have a new record to run the Zap for.At the moment there are 3 main types of triggers that start Zaps.Instant TriggersWith Instant triggers - something happens in the Trigger App and they immediately send a notification to Zapier.This notification is what we use to trigger the Zap. (These are webhooks sent by the App to Zapier).With an Instant trigger - your Zap will trigger immediately - regardless of your Zapier Plan. In Zapier we’ll see a Tag identifying the trigger as Instant.Polling TriggersWith Polling triggers - instead of being notified by the App - we go out and look for changes (We ask the App for changes in your account via their API with a GET request).We do this every X minutes based on your plan level. Free and Starter Plans are 15 minutes - all other Plans vary between 5 minutes to 1 minute.With Polling Triggers we also check for records that already exist (or have already triggered the Zap) u

JaredZapier Staff

published in Featured Articles

Creating Google Sheets Rows with Array Formulas

I 🧡 Google Sheets.My Zaps are full of Sheets triggers and actions - and if I have a tricky problem to solve - I often look to Sheets first for a solution.One common use of any Spreadsheet App is formulas.And when creating Sheets rows from a Zap - we’ll often want to apply existing formulas to the new rows we create.There are already 2 fantastic Zapier Community posts on how to do this using 2 Steps in your Zap or the INDIRECT and ROW functions in Sheets. Today I’m going to cover a 3rd option using Google Sheets Array Formulas.The Issue - New Row Created After Rows with Existing FormulasIn a previous post - I covered how we can add extra data to a new Facebook Lead Ad by saving data to a Google Sheet and using the Sheet to do a VLookup.I want to expand that Zap to keep track of my leads on the Google Sheet - and I want the new rows to look up the same data.Normally - when we add Formulas to a Google Sheet - we copy them down the page.The Sheet will look similar to this below - where w

nicksimardCommunity Manager

published in Featured Articles

How to create a contact in SendGrid using Webhooks by Zapier

Recently, someone was asking about adding contacts to SendGrid when that person signed up for one of their Viral Loops campaigns:The SendGrid integration doesn’t have a Create Contact action:But! That doesn’t mean the workflow is impossible. We just have to get a little creative.Let’s Check the SendGrid API What Do We Do in Zapier? What Do We Put in the Data Field? Getting the API Key from SendGrid Make Sure to Test Your Zap So, What Have We Learned?Let’s Check the SendGrid APIWhen you go here, you’ll see this:Of the options shown there, I find it easiest to use the CURL option to get the pieces we need.What Do We Do in Zapier?We’re going to use Webhooks by Zapier to perform this action. Make sure to choose the Custom Request option: Looking at that SendGrid screenshot, here’s how it translates to the Webhooks step in Zapier:What Do We Put in the Data Field?The code in that Data box is JSON, which you can get by clicking on this (from this page): BUT, that gives you way more than you’l

Troy TessaloneCertified Zapier Expert

published in Featured Articles

Replace Blank/Empty/Null Values in Array with Default Value 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 users.How to ConfigureCopy the Codelet Set = inputData.Set.split(","); // split array into line items by the comma delimiterlet Default = inputData.Default; // default value to set for blank/empty/null items// FOR loop to iterate over each array itemfor (let i = 0; i < Set.length ; i++) { if (Set[i] == "" || Set[i] == null) { Set[i] = Default; // sets default value }}output = [{Set, Default}];The Results Contribution by Troy TessaloneTroy is a Certified Zapier Expert who automates workflows with no-code and low-code apps to help clients save time and make money.

ClintEmsleyZapier Staff

published in Featured Articles

Create Dynamic Formulas in Google Sheets Using 1 Task Instead of 2

Mod Edit: 03-17-2022Have you ever wanted to create a row in Google Sheets, and use a formula that references another cell in that row? If you’re in Google Sheets, you could just copy and paste that row, and the cell references will change automatically. But normally in Zapier, you have to do this: Create the new row so that we get the Row number Update the row with the formula using that Row number That’s because when we create a new row, we don’t know what the row number is going to be until after we create it! So we have to add the formula after we know the row number, which uses up two tasks to create just one row. But with a little bit of formula magic we can save that second task every time. We can do this by using INDIRECT and ROW.INDIRECT lets us use formulas to reference other cells. Normally if you wrote a formula like "SUM(A3,"B" & 3+3), this would not work because formulas will not work as cell references. In other words, this would not resolve to "SUM(A3,B6)", and we

ClintEmsleyZapier Staff

published in Featured Articles

Working with Date/Time Fields

In a bit of a departure from normal Workflow Wednesdays, I wanted to talk about dates and common issues you might run into. Working with dates and times is always a bit tricky, especially when you’re including various systems that each want slightly different formats. Some fields will just accept whatever you send, but others have special symbols to indicate that we’re expecting a certain format of data. In this case, we’re talking about Date/Time fields, which have this icon:Luckily, with these Date/Time fields, Zapier does most of this work on the back end! We’ll do our best to convert anything that even resembles a date/time into something that the specific app you’re using can read. That way, you don’t have to do a ton of special formatting just to get this working in the first place.It’s easy for this system to get confused though! Here are some common scenarios and (hopefully) simple fixes.The time is off by X hours - i.e. I want it to say 1:15 PM and it says 2:15 PM99% of the ti

erinozZapier Staff

published in Featured Articles

How to send an automatic reply to a New Labeled Email in Gmail

Background InfoHave you ever found yourself sending the same reply to a wide variety of emails? With this workflow, manually adding a label in Gmail will send an automatic reply containing text you’ve programmed to the sender.ExampleLet’s say I’m frequently getting emails from new clients who want to know more about my product or service. These emails will of course come in a wide variety of formats with different subject lines. I can create a label in Gmail called “Leads” that will kick off this workflow. If I get an email inquiry that I would like to send my standardized response to, I can manually add this label to start the Zap. (view larger)We’ll add a Filter as Step 2 that only allows the Zap to continue if the From Email field does not contain our own email address. This will prevent the Zap from accidentally triggering on replies in the same thread! (view larger)For the Action step, we’ll use Reply to Email in Gmail: (view larger)In the Reply to Email template, we’ll map the Th

Janine_AndersonZapier Staff

published in Featured Articles

How to get Slack notifications for new Gmail messages

Hey, Zapier Community! Janine here from the blog team with a little inspiration for you. If you find yourself switching between Gmail and Slack, trying to keep up on email without missing a beat with your team, I’d like to recommend this Zap that will notify you right in Slack when a message hits your inbox. This workflow is particularly helpful if several people need to monitor a shared inbox, for example, or if it’s important for your team to know about specific type of emails or go over next steps before someone follows up. We put together a walkthrough that shows you the basics, but also explains some of the advanced settings you can use to further customize your Zap, so you can reduce the noise and only see the important things come through in Slack.If you’ve got any other ideas or suggestions for this kind of workflow, I’d love to hear them!

nicksimardCommunity Manager

published in Featured Articles

Looking for Zapier use cases? Check out 100+ customer stories!

Whether you’re a Zapier pro or just starting out, it can be overwhelming coming up with ways to make the most out of your automation. Because we support so many apps, and the combinations are nearly limitless, it’s not uncommon for Zapier users to suffer from analysis paralysis. Lucky for you, we’ve spent a lot of time gathering Zapier customer stories to see how people have put Zaps to work for their daily tasks. You can check all 100+ of them on our Customers page, but I thought I’d give you a sampling of what you’ll find there: How a leadership development advisor went from corporate America to successful business owner 4:40 min read“As Michelle was building her business, she knew that she had to put processes in place to be able to scale. She was using dozens of different apps to run her business, spending extra time moving information between them so they'd work well together. But she needed to focus on the tasks that required her expertise and creativity. So she turned to Zap

Janine_AndersonZapier Staff

published in Featured Articles

Learn how to add Stripe sales as rows in Google Sheets

Hey, everyone! Janine from the Zapier blog team here to share one of our recent articles, that is all about setting up a Zap that adds Stripe sales as new rows in Google Sheets.If you want to track Stripe sales in a spreadsheet for analysis or just to have a backup archive, this Zap will let you keep that Sheet up-to-date, with no manual work. Our article walks you through all the steps, including:Things you should do in advance Setting up the Stripe trigger Setting up the Google Sheets actionRead the tutorial: How to add Stripe sales to Google Sheets

nicksimardCommunity Manager

published in Featured Articles

An example of how to use the Line Itemizer feature of our Formatter app

We have an existing help doc for the Line Itemizer, and it does a great job of breaking down how to use it. I wanted to present a practical use case (inspired by a question from one of our Community members, actually).ExampleUsing the example above, let’s say you had a lead generation form and when someone submits their information you’d like to create an order in something like WooCommerce, or QuickBooks Online.For each submission, it’s always going to be the same items and quantity. These are free items, so you don’t have to worry about having a cost affixed to them. But you’d like to keep track of those, maybe to provide an invoice to the person (“here are your freebies, thanks for giving me your information”) or for your own accounting.The ObstacleThe tricky part is that WooCommerce and QuickBooks Online support line items, but you don’t have data in that format when the Zap triggers from your form.You could use a Code step, assuming you’re familiar with how that works, but there’s

nicksimardCommunity Manager

published in Featured Articles

How to use Formatter’s lookup table function instead of creating multiple paths/Zaps

A common workflow that we get asked about is something along the lines of:When someone buys Product X from my online store, I need to add them to the Bought Product X list in my email marketing app.At first glance, you’d think that Paths would be a solution, or maybe having multiple Zaps that each have a filter. While you can do it that way, and if the number of variations is small it may not be a bad idea, there’s another way to do it.Instead, you could try using a function of our Formatter app called a lookup table.In a nutshell, it allows you to look at the values coming into a particular field and set up various options for “when this comes in, output this”. Example: When “Product X” comes in the “Item Purchased” field of your online store, output “Bought Product X”. Then in your action step, you map the output of that lookup table instead of choosing one of the options from the dropdown.You can imagine setting up multiple input/output pairs for the various products whose purchaser

TimSCommunity Manager

published in Featured Articles

How to do a Fuzzy Search in Airtable

Hi there! Tim here from the Zapier Support Team with a workflow idea. Background A common thing to do in Zapier is to search for a row in a spreadsheet based on some value. For example, we could search for a customer by their name or email address. But what if what if our search data is only a fragment of what is stored in our spreadsheet, but we still want to find the row. For example, what if we want to search a set of names but we sometimes we have a full name to search with and sometimes we don’t? What if the capitalization doesn’t perfectly match? We can successfully find the row by doing a “Fuzzy Search”. A Fuzzy Search in this case is where we look for instances where the search term and cell don’t exactly match, but the cell contains the search term. This isn’t supported in the Google Sheets App (we are tracking requests for this feature for Sheets, so let us know via our Support Contact Form if you want that). Google Sheets will only return exact matches for now. I was

Janine_AndersonZapier Staff

published in Featured Articles

How to create a no-code app using popular tools and Zapier

Hello! Janine from the blog team here. Have you ever had a great idea for an app, but not the coding skills required to bring it to life? Check out this post on the Zapier blog from Hiram Nunez. He walks you through the steps needed to get from concept to working app—without using any code. How to create a no-code app using popular tools and Zapier Hiram is the founder of Swyftlight, a digital agency that, among other things, helps businesses create low- and no-code apps. The steps he shares in his post help you break down your idea into steps, find existing apps that can help you along, and then connect them to bring your app to life.Have you built a no-code app? What techniques did you use to get it up and running?

Janine_AndersonZapier Staff

published in Featured Articles

How to use Zapier to help you catch up after taking time off

Hi! I’m Janine, one of the managing editors of the Zapier blog. If you’re anything like me, one of the worst things about taking time off work is figuring out just how to come back without becoming overwhelmed.We put together a list of five ways you can use automation to keep things under control so you come back to an orderly list, rather than an unprioritized mess. There are tips for saving and filtering emails, getting automatic summaries of project progress, collecting company announcements, and automatically updating your team on your priorities once you’re back (to hopefully minimize interruptions during those first crucial hours or days back).5 ways to catch up on work after a vacation The article also includes my personal favorite out-of-office trick: A repository your team can fill out to make sure you tackle the highest-priority things first and that nothing important gets lost in the sea of Slack notifications. Do you have any tricks you use to manage your re-entry to work?

nicksimardCommunity Manager

published in Featured Articles

Append data to fields instead of overwriting what’s there

A lot of users ask whether it’s possible to append data into a field instead of overwriting existing data, so I thought I would break that down a bit. Luckily, when it is possible, it’s not actually that difficult to do.First, let’s look at some examples of when you might want to do this:you’ve got a CRM and would like to record each time a customer purchases something from your online store you have a Description or Notes field in your app and want to add to it instead of replacing the existing textBefore jumping into the details of how to accomplish this, I do want to offer a couple of caveats. The way we do it is by first looking up whichever item you want to update, so if the app integration doesn’t have a search action that supports that, I’m afraid you won’t be able to use this workflow. And you’ll also need an Update action (as opposed to just a Create action).ExampleIf you wanted to update a Description field for someone in your CRM, you would need something like Find Contact a

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

debZapier Staff

published in Featured Articles

As you start to plan for 2021, automation can help you say no

Hi! I’m Deb, one of the managing editors of the Zapier blog. We’re starting to think about 2021 planning over here, and that means we have all the ideas. It’s awesome because we get to think up pie-in-the-sky plans and figure out how to turn them into actionable projects. But, of course, it’s impossible to do everything we want to do—and that’s where we need to flex our “no” muscles.At Zapier, we always try to build the robot to help us get better at our jobs, and saying no is a big part of doing good work. So we use automation to help us say no, whether it’s to a coworker who needs help, to our manager, to a meeting—or to ourselves.Here’s a blog post I wrote about how we do it.Use this tech trick to help you say noWith that said, what do you think we should do with the Zapier blog in 2021? Are there apps you want us to write about? Zaps you want tutorials for? Roles you want to see some automation inspiration about? Drop any thoughts in the comments!

erinozZapier Staff

published in Featured Articles

How to Mail Merge email drafts in Gmail

IntroductionHi there, this is Erin Oz from the Zapier Support Team with a tip for updating columns in monday.com.Background InfoHave you ever wanted to do a mail merge for a small batch of emails, but you’d like the option to customize the message before sending? For example, let’s say you need to send 100 thank you emails to donors. You don’t want to send the same stock message to every donor, but you also don’t want to spend hours creating email drafts manually. Let’s use a Zap!ExampleLet’s say you have donation records that show your donor’s name, donation amount, and the program they’ve donated to. Create a Google Sheet spreadsheet with two worksheet tabs. Name one tab “Trigger Sheet” - this is the sheet you will select in the Zap. Name the second tab “Contacts List” - this worksheet will be the “holding tank” for your data. Your Zap will fire when a new spreadsheet row is added, so we’ll want the existing data to be close at hand to copy/paste once the Zap is set up. (view la

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