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Featured Articles

Featured Articles

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

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524 Replies

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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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310 Topics

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JaredZapier Staff

published in Featured Articles

How to Search or Lookup Multiple Values using Looping and Storage

Looping + Storage The Trigger Data The Actions Step 1 - Looping by Zapier Step 2 - Paths A and B Path A Criteria Path A1 - Find Person in Pipedrive Path A2 - Storage Push Value Onto List Path B Criteria Path B1 - Delay for 1 Minute Path B2 - Storage Get Values from List Path B3 - Filter Path B4 - Post Message in Slack Path B5 - Storage Remove Value Running a Live Test SummaryThe majority of Search steps in Zapier work on a 1-to-1 basis.For example - if we want to Find a Person in Pipedrive by email - we have to put in one (and only one) email address. But what if we need to look up 2 email addresses in Pipedrive?One option is just to add a second Find Person action - and look up one email address per action.That’s a reasonable solution if we always know exactly how many email addresses we’ll need to search.However - if this number will vary - this can get complex.Looping + StorageZapier has 2 built-in tools that can help us do multiple searches for a variable number of items.Looping

Troy TessaloneCertified Zapier 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

Not just automation... "funimation"

One of the highlights of our recent user conference, ZapConnect, was getting to hear from people who are using automation to do amazing things at their businesses. One of my personal favorites was Justin Samuels’ talk about how he is using automation to build community and connect his team. These Zaps help him and the team be more efficient and more profitable while bringing joy to the team. Here’s Justin on this process: In a process I've named "Funimation," we have developed a series of Zaps that create greater efficiencies and contribute to the bottom line—and have proven unique in generating the kind of traction that engages and empowers our internal team and external customers. And when employees are happy, then your customers, clients, and audiences are going to be happy, too. Justin’s using these Zaps to do things like send information from surveys to databases so everyone can access the information they need, reward user behavior in email campaigns, and reward responsive custom

SamBCommunity Manager

published in Featured Articles

How to duplicate existing Asana projects

Have you ever thought to yourself, “I wish I could use Zapier to create a new Asana project from an existing project”? As some of you may already know, there is an existing feature request for this. Which is great but not ideal if you need a way to automate the creation of new projects from existing ones right now. If that sounds like you, read on for I have a solution...It’s webhooks to the rescue again! I’ve figured out a way to use a Webhooks by Zapier step to make a copy of an existing project in Asana. This includes copying all its attachments, due dates, members, notes, tasks, subtasks, assignee, dependencies etc. Oh, and it also allows you to automatically shift all the due dates. Cool, right?Things we'll need Getting your Asana Personal Access Token (PAT) Getting the Project GID Getting the Team ID Setting up the Zap Testing the Zap Wrapping UpThings we'll needAsana Access Token (PAT) Project GID - ID number for the project we're duplicatingOptional:Paid Asana account. To take

nicksimardCommunity Manager

published in Featured Articles

How I built a Twitter bot that curates and shares tweets from a Twitter List

Bit of BackgroundI’m a part of a writing cohort called Ship 30 for 30. The idea is that you write every day for 30 days, and publish using a specific platform (Typeshare), which then gets shared to Twitter.In this particular round, there are quite a few participants. I wanted an easier way to see all the essays they were creating so I came up with the idea to build a Twitter “Bot” that would tweet out links to everyone’s essay, making it easily scannable.Here’s how I did it:1) Trigger the Automation: Tweet in ListEveryone in the cohort is a member of a particular list in Twitter, so I was able to trigger my Zap when anyone in the list sends a tweet. There are a LOT of irrelevant tweets so I needed a way to make sure the automation only continued when I wanted it to.2) Filter (Check That Something Exists)When the tweet is one that I want to process, there are a couple of fields that will contain specific values: I check a hyperlink to see if it contains the two values shown in the photo

Troy TessaloneCertified Zapier Expert

published in Featured Articles

How to remove duplicates from an array of line items

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 duplicates from an array of line items?A: Use a Code app as a Zap step: https://zapier.com/apps/code/helpCode 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,C,B,A”.Copy the Codelet Set = inputData.Set.split(","); // creates array by splitting Input Data variable at commaslet Distinct = []; // empty array to store the unique valuesSet.forEach((i) => { if (!Distinct.includes(i)) { Distinct.push(i); }});output = [{Set, Distinct}]; ResultsCode step results WITH removing dupl

debZapier Staff

published in Featured Articles

How to overcome resistance to automation

Hi! I'm Deb at Zapier, and I'm definitely a full-on automation groupie. I didn't even know what automation was when I first started at Zapier, and now I can't imagine working without it. But the change didn't happen overnight: it took me a while before I was convinced to set up my first Zap and even longer before I was willing to dive into more complex workflows.It's not surprising, either. Very few of us really like change, and change is the name of the game when you go from manual work to automating processes. William Ratliff learned that the hard way when he first started beating the automation drum at his company. But since then, he's figured out how to get people on board. Read his story for his tips on how to make it happen.Overcoming automation resistanceHave you had trouble convincing people in your company to adopt automation? Let me know in the comments about resistance you've faced and strategies you've learned to overcome it. We might even feature you on the Zapier blog!

ClintEmsleyZapier Staff

published in Featured Articles

Using Paths in Loops to save data in a Digest, and release it on the last Loop

Hi folks! Clint here again with another Workflow Wednesday! This time we’re going to talk about using Paths in Loops to tackle a complex problem.The ChallengeI talked to someone recently who needed to do the following:Loop through a series of line items and add them to a Digest if they met certain criteria Release that digest on the very last iteration of the LoopIf we were doing either of these on their own, a Filter would be enough. But since we need to do both, then we’ll need to use Paths.The SolutionUsing a Path in a Loop is exactly the same as using Paths outside of a Loop - but it’s important to understand how Paths work in the first place.Using Paths is basically like having multiple filters in a single Zap. Every time a Zap with Paths runs, every Path will be evaluated and run if the criteria is met. So let’s say you have two paths:Path A: Only continue if Email Address Exists Path B: Only continue if Full Name ExistsIf the Zap triggers and has both an Email Address and a Full

Troy TessaloneCertified Zapier Expert

published in Featured Articles

How to sort an array of line items using Code by Zapier

📌 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 sort to items in an array?A: Use a Code app as a Zap step: https://zapier.com/apps/code/helpCode step configuration using JavaScript Sort items in array in ASCENDING order Sort items in array in DESCENDING order Results Code 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,C,B,A”.Sort items in array in ASCENDING order COPY THE CODElet Set = inputData.Set.split(","); // creates array by splitting Input Data Variable at commasSet.sort(); // sorts array in alphabetical and ascending orderoutput = [{Set}]; Sort items in array in DESCENDING order COPY THE

SamBCommunity Manager

published in Featured Articles

How to segment Facebook Leads in Mailchimp using Paths or Formatter

Today I'm going to cover a couple of different ways to segment leads. First we'll look at how to achieve this with Paths. Then we'll look at an alternative way of using a Formatter lookup table to segment the leads.Option 1 - Using Paths Setting up the Paths Setting up the Mailchimp action Option 2 - Using Formatter (Lookup Table) Setting up the lookup table Setting up the Mailchimp action Further Reading: Wrapping upOption 1 - Using PathsRegardless of which route we choose for this, one thing we will need is a way to identify what tag to add to the lead. For this we'll use the interest a lead selects in Facebook Lead Ads to determine what Mailchimp tag to give them.As you can see, the “What are you interested in?” field on my form has 4 options - Residential Properties, Commercial Properties, Industrial Properties and Land:Each Path in the Zap will be checking to see which of the interests the user selected. First things first, we need to set up a Zap using the desired app and tr

nicksimardCommunity Manager

published in Featured Articles

5 ways that Airtable and Zapier are better together

Howdy Zappers!Airtable is one of our most popular integrations. It’s a great choice when you need more than a spreadsheet but not quite as much as a database.Let’s take a look at some ways you can take Airtable to the next level by using Zapier.1. Combine Airtable Automations with Zapier to Create Super Workflows 2. Trigger When Records Are Updated in Airtable 3. Trigger Your Zap When a Date/Time Value Has Arrived 4. How to Work With Airtable Linked Records in Zapier 5. Use Advanced Search Formulas in Your Zaps Wrapping Up1. Combine Airtable Automations with Zapier to Create Super WorkflowsThere are times when using Airtable’s built-in automations will make more sense, especially if your workflow doesn’t involve any other apps. It will save you Zapier tasks, sometimes work more quickly, and it reduces the confusion of using multiple apps.BUT… if you run into limitations with Airtable’s automation feature, you can get the best of both worlds by combining it with Zaps.In AirtableIf I wa

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

nicksimardCommunity Manager

published in Featured Articles

How to Send Photos from iOS to Zaps Using Shortcuts + Webhooks by Zapier

But Why? How To Do It Shortcuts Webhooks by Zapier Wrapping Up Recently, a question popped up in a Zapier user Facebook group and it seemed like a fun challenge to undertake:But Why?You might ask yourself why someone would be doing this? Well, he later elaborated:For this business case, its actually perfect. Taking hundreds of product photos to be uploaded and renamed.Imagine you're taking photo after photo after photo and you'd like to upload those to your cloud storage service of choice, with the name you choose. You could take all the photos then upload them in bulk and rename them. But there may be reasons why it would be easier to name each photo and upload it as you work.How To Do ItWe’re going to combine the automation powers of the Shortcuts app in iOS with a Zap that is triggered by Webhooks by Zapier.ShortcutsHere’s what the Shortcut looks like: Shortcut you can copy: https://zapiercommunity.link/shortcut-phototohookSimply replace the URL in the shortcut (the one after “Get

nicksimardCommunity Manager

published in Featured Articles

Learn More About Schedule by Zapier

What It Is How It Works What You Can Build With It How to turn a Zap OFF and ON with a schedule Schedule recurring messages in Slack with Zapier Check spreadsheet records on a schedule Schedule a Meeting on First Working Day Of Next Month Tips and Tricks I need to trigger on only certain days of the week when using the "Every Day" Trigger. Can I Trigger a Zap Quarterly or Annually? Can I set a time that is not on the hour using the "Every Day" Trigger? What It IsSchedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.How It WorksWith Schedule by Zapier you have the following triggers:Available triggers for Schedule by ZapierThere’s not much need to explain what each one does, as it’s pretty self-explanatory. You can trigger a Zap every hour, day, week or month.NOTE: You can skip

debZapier Staff

published in Featured Articles

Go further than automating tasks—eliminate them altogether

Hi! Deb here, from the Zapier blog. Until very recently, our engineering team had to do a manual deploy every time we wanted to push out changes to our content. Because it had to happen every day, we set up a Zap to automatically send a reminder to the appropriate Slack channel.But then, our wonderful team of developers worked their magic so that it's no longer a manual process: now, every day at noon, the deploy happens automatically.No more Zap bot needed.That made me think: what other tasks do folks automate every day that could actually just be completely eliminated? For example: do you automate the creation of meeting agendas? What if you just didn't have the meeting at all? There's a lot of busywork that the robots should keep doing for us. But sometimes the busywork is a signal that something else is wrong—and there's a process that can be fixed to eliminate that busywork altogether.Do you have any tasks you automate that should really just be eliminated? Let me know in the comm

Troy TessaloneCertified Zapier Expert

published in Featured Articles

How to get the count of an array of items

📌 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).If you’ve ever needed to count the number of items in an array and weren’t quite sure how to do it, the solution lies with Code by Zapier. And it’s easy to do!The Setup COPY THE CODElet Set = inputData.Set;let SetCount = 0; // defaults the Set Count to 0// If Set existsif (Set) {Set = Set.split(","); // creates array by splitting Input Data Variable at commasSetCount = Set.length; // determines the length of the array (aka number of array items)} output = [{SetCount, Set}]; 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.

JaredZapier Staff

published in Featured Articles

Updating Mailchimp Interest Groups with Code and Webhooks by Zapier

What We Need from Mailchimp Building Our Zap Step 1 - Finding Our Mailchimp IDs Step 2 - Hash Our Email Address Step 3 - Configure our Webhook Testing the Webhook Questions SummaryZapier’s Add/Update Subscriber Action for Mailchimp already provides the ability to Update Interest Groups for a Subscriber. For most users - this is the preferred and easiest method for updating interest groups in Mailchimp.However - some users have a large number of Interest Categories in Mailchimp.When there are too many Interest Categories and Groups - the Zap might timeout when attempting to lookup the Interest Group by Category.The error we might see when this happens in a live Zap Run is:The app did not respond in-time. It may or may not have completed successfully. In that case - we can still follow the steps below and use a Code Step and Webhooks by Zapier to update the Interest Groups on a Subscriber in Mailchimp.What We Need from MailchimpThere are 2 things we need from Mailchimp directly to m

nicksimardCommunity Manager

published in Featured Articles

5 ways that Zapier and Trello are better together

Howdy Zappers!Trello is one of our most popular (and robust) integrations. Let’s take a look at some ways you can take Trello to the next level by using Zapier.1. Create Dynamic Recurring Trello Cards 2. Create Calendar Events from Trello Cards 3. Use Trello Cards to Create Tasks in Other Apps 4. Send Tweets Based on Card Due Dates 5. Quickly Create Trello Cards Using the Zapier Chrome Extension Bonus Wrapping Up1. Create Dynamic Recurring Trello CardsYes, you can create recurring tasks in Trello using their automations. Using the method below, however, you can easily remove items from the list since they live in a spreadsheet. Our very own Jared Clary wrote a post about how to create cards in Trello on a recurring basis. Check it out to get all the details :)What We’ll UseTrigger: Google SheetsThere’s some very specific setting up that we need to do in Google Sheets. See Jared’s post above.Action: TrelloEach row in the Google Sheet will create a separate card in Trello, including a d

Janine_AndersonZapier Staff

published in Featured Articles

3 ways to empower your team with automation

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.)

JaredZapier Staff

published in Featured Articles

How to Create Custom Trello Triggers with Butler

I’m a big fan of Automation (surprise).And I really like when an App offers workflow automation directly in-App in addition to Zapier.For example in this post - I cover how to use Pipedrive’s Workflow tool to trigger Zaps.Whenever an App provides a level of automation directly - this opens up new opportunities for what we can do in Zapier.In other words - combining in-App automation with Zapier increases the Workflow Automations we can create!Butler - Trello’s In-App Automation Sending HTTP Requests from Butler A Real Zap Example Step 1: Create a Zap Step 2: Create a Butler “Rule” Configuring Our Butler Trigger Choosing Our Butler Action Testing Our Trigger Step 3: Complete our Zap SummaryButler - Trello’s In-App AutomationI’m also a big fan of Trello - and have previously written about how I use Google Sheets to create recurring Trello Cards.Trello’s in-App automation tool is called Butler.Butler is fantastic - and similar to Zapier - enables you to choose trigger events and th

Troy TessaloneCertified Zapier Expert

published in Featured Articles

Filtering to include/exclude items in an array, using Code by Zapier

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 filter to include/exclude items in an array?A: Use a Code app as a Zap step: https://zapier.com/apps/code/help Code 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,C,B,A”. Filter By to INCLUDE values in array COPY THE CODElet Set = inputData.Set.split(","); // creates array by splitting Input Data Variable at commaslet FilterBy = inputData.FilterBy; // value to filter the array bySet = Set.filter(i => i.includes(FilterBy)); // INCLUDE values in arrayoutput = [{Set}]; Filter By to EXCLUDE values in array COPY THE CODElet Set = inputData.Set.split(",");

debZapier Staff

published in Featured Articles

Don't go back to the way things were: Automate at the office

Hi, everyone! Deb here, from the Zapier blog. We've been writing a lot about heading back to the office (suggestions so far: keep using Slack and please let people talk in meetings). The main theme we see over and over again as we think about this transition? Don't go back to the way things were.That's what our technical writer Laura wrote about recently on the blog:Returning to the office shouldn't mean returning to broken processesRemote work gave us so many opportunities to digitize, streamline, and generally fix the way we work. People adopted new apps at incredible rates, and companies completely changed the way they did business. Laura refers to it as the "pandemic upskill."One thing we know for sure: businesses that used automation during the pandemic have been more resilient, are hiring more, and are seeing more revenue. So as you head back to the office, instead of going back to the old way of doing things, why not double down on automation?What new automations might you set u

nicksimardCommunity Manager

published in Featured Articles

Send Yourself a Weekly Digest of Newly Added Zapier Integrations

Hey there, automation fans! This week’s workflow is a pretty straightforward one, but I thought I would share it since it touches on a couple of neat features.The Challenge The Solution What We’ll Be Building Trigger: Zapier Manager Action: Digest by Zapier — Append Entry and Schedule Digest Action: Email by Zapier — Send Outbound Email Wrapping UpThe ChallengeThere is so much to keep track of, especially if you’re into productivity and apps. Wouldn’t it be great if you always knew about the latest app integrations on Zapier?The SolutionYou can build a simple Zap that will gather all the newly-added apps and then send you a digest email weekly. NOTE: You can change the frequency, and also how you receive the digest. For this example, we’ll be sending a weekly email.What We’ll Be BuildingThis is a 3-step Zap that triggers on new apps, adds them to the scheduled digest and then sends them to you (or others) via your chosen method.Trigger: Zapier Manager — New Public AppAction: Digest

nicksimardCommunity Manager

published in Featured Articles

6 ways that Google Sheets and Zapier are better together

Howdy Zappers!Google Sheets is one of our most popular integrations, and one of the most discussed topics here in the Zapier Community. Let’s take a look at some ways you can take Google Sheets to the next level by using Zapier.1. Auto-Create Spreadsheets or Worksheets 2. Create a Digest of New or Updated Rows 3. Build a Recurring-Task Generator 4. Create an RSS Feed of Items Added 5. Update Multiple Sheets from One Main Sheet Wrapping Up1. Auto-Create Spreadsheets or WorksheetsThere may be times when you need to create spreadsheets or worksheets on a regular basis. Rather than manually create or duplicate them, you can automate the process with Zapier.What We’ll UseTrigger: Schedule by ZapierDecide how frequently you’d like to trigger the Zap.click to enlarge Action: Google SheetsDecide whether you want to copy an existing worksheet or create an entirely new spreadsheet/worksheet.How to Start This ZapYou can visit this page, then select the trigger and action that you want to use.Exa

Janine_AndersonZapier Staff

published in Featured Articles

Hack your calendar, to-do list, and work environment for optimal productivity

This isn't my advice—it's advice from Lauren Fearn, a senior manager on Zapier's core support team who has made improving productivity into something of a science. She presented on her techniques at ZapConnect, our user conference held last month, and we've captured them in a blog article. Here's what Lauren recommends:Timebox your calendar and use swimlanes (a consistent schedule for different types of meetings) to increase focus. Categorize tasks and keep them in one place. Be intentional about your workday and your team.And, of course, use automation to make all these things easier. Lauren's article includes links to some of her favorite Zaps with Todoist, Google Calendar, Slack, and Google Tasks. Read Lauren's article on how to achieve optimal productivity.And, if you missed ZapConnect, here are 10 takeaways you won't want to miss.

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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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