Read about creative workflows, awesome app tips and interesting use cases.
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How to Send Elementor Form Submissions to ZapierTutorial
This article is for you if:you use Elementor and want to send form submissions to Zapier you use Elementor, want to send form submissions to other apps, and are just learning that Zapier enables you to do it. you’re comfortable trying Webhooks by Zapier (it’s not as scary as it sounds…promise) and are on a paid Zapier plan, which is required in order to use Webhooks.The Challenge The Quick Overview The Detailed Step-by-Step Zapier: Create a Zap Using Webhooks by Zapier Zapier: Copy the URL That Your Form Will Use Elementor: Activate Webhooks As a Post-Submit Action Elementor: Specify the Webhook URL from Your Zap Elementor: Fill and Submit the Form Zapier: Test the Trigger Step Zapier: Add More Action Steps Using the Advanced Data Option in Your Form Wrapping UpThe ChallengeIf you’re an Elementor user, you may have found yourself wanting to send form submissions to other apps you use (like Google Sheets, CRMs, etc). You can do it by using Zapier to receive the submissions, then
How to use multiple triggers for the same Zap (Sub-Zaps)
Have you ever found yourself making the same steps over and over in different Zaps? It’s honestly not a great use of time, but until recently it was the only way to get things done. But now with Sub-Zaps, you can build those steps once, then re-use them in any Zap! That way, you can spend more time on the interesting things in life, like learning how to cook a perfect medium-rare steak, or building a treehouse for your cats.A Sub-Zap is basically a normal Zap, but instead of having a normal trigger, it’s triggered by a different Zap, then returns information back to that Zap in its last step. You can think of it almost as a custom Action step that you build yourself, and can use in any Zap you like.When you’re making a Zap and want to add in a Sub-Zap, you’ll add an action as normal, but choose the “Sub-Zap by Zapier” app:(view larger)This will let you choose the “Call a Sub-Zap” action, and pick which Sub-Zap you want to use in this Zap. If you’re following this guide, you haven’t mad
See how one person built a fully-automated podcast clip studio, powered by Zapier and other no-code tools
I was originally going to search Twitter for a handful of example of people who were sharing automations they’d built using Zapier. I had about ten of them ready to go, but then I stumbled upon this bold tweet from @nocodedevs: My curiosity was piqued! I’m always trying to think of such micro-SaaS ideas to build, even if just to see whether it’s possible.Enter Art West, founder of NoCodeDevs.com! In this Twitter thread he outlines the exact steps he took to build his micro-SaaS, Podscribe. In addition to Zapier, Art used Webflow, Airtable, and Bannerbear. For convenience, you can check this out on a single page on Threader but I highly encourage you to head over to Art’s Twitter thread and show him some love for sharing the process he used (with step-by-step instructions, might I add).Podscribe is a shining example of what you can accomplish with no-code tools, like Zapier, and a bit of creativity!I wonder if we should start writing articles here in the Zapier Community about how to bu
Formatter Features: Date Formatting
Welcome back, Zappers! This is our 5th installment in the Formatter Features series and today we’re going to be looking at how to use Formatter to alter date formats. Missed the first five? You can check them out here:What We’ll be CoveringFixing dates that are in the wrong formatDates aren’t always sent from one app in a format that other apps are expecting, which can cause the day and month values to be swapped around!Custom Date FormatsThere may be times when the date format you need isn’t one of options available to select, so you’ll need to use custom date variables to create a custom date format.Extracting the time from a dateSometimes we’ll receive both a date and time value in a field, but we only need the time. With a Formatter step we reformat it to extract just the time.Converting Unix timestamps into readable datesUnix timestamps are a nice way for a computer to reference a date and time in seconds, but for us humans, they aren’t so easy to understand!How to use Formatter t
How to use Twitter to source content ideas automatically
Hey friends! This week I want to show you a neat way to use a Zap to help streamline the process of finding new content ideas on Twitter.The challenge The Solution In a hurry? Setting up the Trigger Setting up the Digest Setting up the Notifications Wrapping UpThe challengeWe’re all busy people and Twitter is...well to be honest, all social media can be a noisy, distracting place. It’s so easy to get sucked in and end up spending hours looking at other people’s tweets on Twitter only to realise it’s now the end of the day and you’ve barely ticked two items off your to do list today.Instead of scrolling hundreds of tweets on Twitter looking for content inspiration or things to share to your other social media accounts wouldn’t it be great to have a Zap do all the leg work for you and send you a list of relevant tweets to review? Yep, that’s what I thought too.The SolutionFor this challenge I’m going to go over how to set up a Zap that runs a search for new tweets matching specific s
Member Spotlight: Troy Tessalone, Automation Ace
If you’ve been around the Zapier Community, you’ve almost certainly come across our first member spotlight guest, Troy Tessalone. Troy is one of our community’s most beloved and active members, along with being a top Certified Zapier Expert!We sat down with Troy to learn more about how his company, Automation Ace, has scaled with Zapier and how he views community engagement:—----------------------------------------------------------------------------How did Automation Ace come to fruition? What's the story behind Troy?I've always been interested in technology, the internet, and puzzles, but didn't expect to get into online freelance consulting. I had been working in technical product management at startups for 10 years, and was ready for a change.While taking some time off to travel, I thought about what capabilities I had that I could offer while crafting a lifestyle career. I knew I was good with learning how to use apps, applying logic, and optimizing operations.I clued into the no-
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
Running your business in Notion? Automate it.
Deb here, from the Zapier blog. I use Coda for my organizational documents (is that what you call them?), but I'm starting to think I might have jumped on the wrong bandwagon, because Team Notion is gaining a ton of steam. Last week, I had three freelancers pitch me "How I run my business on Notion." Earlier this week, we published an article by someone who actually uses Notion as her to-do list. Apparently that's not the best use of Notion, but she came up with a template that works for task management, and she was kind enough to share it with us:How to use Notion as a to-do list (with template)Whether they're using Notion for their to-do list, their personal projects, or to run their entire business, Notion users seem to agree: set some Zaps up. Here are a few ideas to get you started, along with a Notion expert's take on what's worth automating. How to use Zapier to automate Notion How a Notion expert automates his workspace Are you Team Notion? What do you use it for? And how do
How to get live sample data if your Trigger isn't getting the right valuesvideo
Hey folks, it’s Tim here from Premier Support with another Workflow for you!If you’ve ever been trying to set up a Zap but you weren’t able to get the correct Sample Data pulled into the Trigger, I’ve recorded a 5 minute video to show how to work around this problem. You can watch it here: To summarize the process in the video:Create two Zaps:Zap 1:The Trigger you want to use Webhooks by Zapier: POST ActionZap 2:Webhooks by Zapier Catch Hook TriggerThen:Copy the URL from Zap 2’s Trigger Open the POST Action in Zap 1 Paste the URL from Zap 2’s Trigger into the URL field Set the Payload Type field to Json Turn Zap 1 on Trigger Zap 1 Test Zap 2’s Trigger and you will see your Live Zap Equivalent Sample data pulled in. Build the rest of your Zap in Zap 2.When running Zap 2, Zap 1 must also be turned on.The video ends there, but I wanted to mention one more advanced tip.Once you’re sure you won’t need to edit Zap 2 for a while, you can replace the Catch Hook Trigger in Zap 2 with the Trigge
Creating a monthly updates newsletter using Digest
Hi, I’m Clint, a Customer Champion at Zapier! I’m obsessed with Google Sheets, Zap loops, and automating all the boring parts of life. This Wednesday, I’d like to discuss using Digest to save small updates, and then releasing them once per month as a larger newsletter.The ChallengeThis was actually a personal goal - I have a lot of silly little creative projects, and most of them are in totally different places. What I would like to do is to save all of these small things into one spot, then let folks know about all of them at the beginning of the next month.The problem is that I am very forgetful! So instead of trying to remember everything I did in a month, I would like to be able to save all of these as little bullet points as soon as I am done with them. Then I can use a Zap to put it all together into a single newsletter.The SolutionIt’s Digest! Digest is one of our internal apps, and a very interesting one indeed. It lets you save multiple pieces of information over time, then re
How to format currency numbers with consistent padding for decimal places
How to remove duplicates from an array of line items
5 ways that Asana and Zapier are better together
A couple of members of the Zapier Community team (myself and @Danvers) recently partnered with Asana to run a joint webinar about how to make use of the two apps together. The following goes into more detail than the brief overview we gave during the webinar.Here are some ways you can take your Asana to the next level by using Zapier :)1) Add tasks to projects/sections dynamicallyWe’ve had members ask us in the past if there’s a way to add tasks to specific projects/sections based on something that comes through the trigger step. I remember one example where the trigger was Typeform, and depending which option was selected in one of the form fields, they wanted to create the tasks dynamically in the appropriate area.There are a few ways to accomplish this:Option 1: Using 2+ Zapsclick to enlargeWhen using multiple Zaps with Filters, you decide which conditions you want to set, and each Zap has a different outcome. In the example above, one of the could be for when email@example.com is an
How to embed images in Discord messages
Hey friends! If you’re reading this then you probably already know that the Send Channel Message action for Discord doesn’t currently have a field for image files to be attached. While you can include links to images in the Message Text field and they’ll usually be displayed, you can’t add embed them so that the image link isn’t shown. Bummer, right? Well, not anymore! Let me show you a neat trick to get around this using my favourite app, Webhooks by Zapier.In Discord Set up the webhook In Zapier Set up your trigger Set up your action Bonus: Attach other types of files Wrapping UpIn DiscordTo get around having to create a custom integration to handle all the fancy OAuth stuff we’re going to utilise Discord’s built in Webhooks feature. It’s a bit more limited, but is super quick to set up.Set up the webhookTo set up the webhook in Discord, click the Edit Channel icon next to one of the channel names on your server:Next, you’ll want to click on the Integrations option on the menu. An
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: firstname.lastname@example.orgPhone: 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
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
5 things to do before going out of office
Hi there! This is Deb, from the Zapier blog. As the possibility of real vacations gets closer, it’s good to start thinking about how you’ll prepare for any upcoming time off. Because the point of vacations is to not be stressed about what’s happening at work. Our staff writer Justin put together a list of 5 things to do before going out of office, and it’s mostly about making sure your apps (and Zaps!) are in order.5 things to do before going out of officeOne thing I’d never thought of was making sure all Zaps you don’t need are off before you leave. You don’t want to come back to a bunch of automated Slack messages or to-dos that are no longer relevant, so make sure you turn those puppies off before you head out. Just don’t forget to turn them back on too.What did we miss? Are there any Zaps you rely on for out-of-office time? Let me know in the comments!
Enhance your Zap-powered digests by using this little-known Airtable formula
We recently had a community member who presented us with a bit of a tricky issue:I would like to have weekly zapier rollups created using the information in this view but ONLY for items which are currently in the view – NOT for items which may have passed into and then out of the airtable view sometime over the course of the week. So, in other words, they’d like to get a digest of items that are in a particular Airtable view at the time of rolling up those digest items to send.This one stumped me at first because we’re not able to remove items that have been added to a digest. So triggering on a record being added to a view won’t help us because once it’s in the digest, it’s there permanently, regardless of whether it has since left that view in Airtable.My next thought was to use Storage by Zapier, adding child values for each record, then removing the value when that record entered another view (that would, by definition, mean it had exited the other view). This didn’t work out becau
Check spreadsheet records on a schedule
Hi there! Tim here from the Zapier Support Team with a workflow idea. Background I’ve seen many users write in and ask for a Zap that can do the following: Trigger on a Schedule, like once per week, for example Pull in multiple rows from a Spreadsheet Check each row for a particular condition Run some actions for each row if that condition is met An example might be checking to see if there are any leads in a spreadsheet that haven’t replied to you and generating notifications saying that they need another reach out. I’ve also wanted a Zap that can do this from time to time, but it was a tricky problem that didn’t seem to have a solution. Recently I did find a way to do this that I’d like to share with you. This method works by leveraging the Airtable API in a Code Step, so to use it, your rows would need to be in an Airtable. If you’re not familiar with Airtable, it works and feels a lot like a Spreadsheet app, and also has database features for linking records to each
Promote inclusive language with a simple Slackbot
We have all sorts of diversity and inclusion (D&I) efforts going on at Zapier. Everything from unconscious bias training to allyship keynote speakers to KRs that reflect our D&I goals.Since we spend all our days thinking about how we can make apps work best for us, my colleague Dannielle thought about how folks could use Slack to help promote inclusive language. These days, most of us are living on Slack or another team chat app, so it’s a great opportunity to take advantage of its features to add to D&I efforts.Take a look at this article she wrote for details on how it works—and why.Promote inclusive language on your team with a simple SlackbotNow we’re on the hunt for other apps that have features that might help with D&I efforts. Any suggestions? Drop them in the comments so we can check them out!
Should you be using Google Drive or Google Photos?
Hi! Deb here from the Zapier blog with some thoughts on two apps that, until recently, very much confused me: Google Drive and Google Photos. Why are there two apps that do the same thing? Answer: there aren’t. They’re very different. I know this because I asked our staff writer Justin to write about them. Google Drive vs. Google Photos: What’s the difference?What I found super helpful about his explanation was that Google Drive is best for professional use and Google Photos is best for personal use. There’s more nuance than that, of course, but it was a helpful first step to figure out what should go where.Because Google Drive integrates with Zapier, it ends up extending its professional benefits too, making hs argument even stronger. For example, if you have a designer who emails you assets, Zapier can automatically upload them to Drive. Or you can automatically save all your business’s Instagram posts to Google Drive so you have them backed up. Which do you use? Google Drive or Goog
Looking to be more productive with G Suite? Start here!
If you’re one of the 2 billion people that use Google’s productivity suite, G Suite, then chances are you’re probably looking to be more productive, save more time, reduce stress, and otherwise maximize your usage of the products. Luckily, the Zapier blog has got you covered! Google Suite is comprised of Gmail, Docs, Calendar, Drive, and Meet. Below you’ll find links to blog posts about each of those. And if you make it to the bottom of this article you’ll find a little bonus :) 4 time-saving Gmail settings you didn't know you needed Deb Tennen, Denior Editor at Zapier, offers four quick Gmail tweaks you can make that will help you to shave off a few clicks here and there. Who doesn’t love tips about how to better use email? In this blog post, she outlines how to: Send and archive with one click Default to reply all Enable the reading pane Use templates to create auto-replies Check out the full post on the Zapier blog. How to create Google Docs templates based on form respon
Task-saving Google Sheets functions you need to know
Hi y’all! I’m Krystina, a content writer for the Zapier blog. I write about automation tips and tricks using our product. I know we’ve got quite a few Google Sheets power users in the house, so I wanted to share some helpful in-app functions you can use to save yourself a Zap step. I must confess, I am bad at formulas, so anytime I can use something like Formatter to handle something in a spreadsheet, I’ll go for it. However, if you’re trying to be economical with your tasks, or just want to simplify a complex Zap a little, my colleague Justin wrote about six functions that already exist in Google Sheets. From fixing capitalization errors to fetching data from other Google Sheets, check out these handy functions: 6 Google Sheets functions that do more than math
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