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Featured Articles

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

  • 335 Topics
  • 704 Replies

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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335 Topics
nicksimard
nicksimardZapier Staff
published in Featured Articles
By Zapier: Sub-Zaps and how to use them

Hey again, Zapier fans! In this article I'm going to explain what Sub-Zaps by Zapier is, how it works, and give some examples of workflows that you could build. Let's jump in!What It IsThis app enables you to build reusable Zap components and systems by building and calling "Sub-Zaps".Ok, but what does that mean? When you build a Zap that has the Start a Sub-Zap trigger, it becomes its own workflow that you can "call" (connect to/send information to) from other Zaps.Still confused? Here's a quick example: https://community.zapier.com/featured-articles-65/an-example-of-using-sub-zaps-by-zapier-to-retrieve-an-access-token-11001Don't be afraid of the use of the words "access token". In a nutshell, I had a process that I needed to use each time I wanted to perform certain actions (retrieving an access token) in a Zap. I could either create this in each and every Zap, which is not quick or obvious to do, or build a Sub-Zap one time that has everything I need, then "call" that Sub-Zap when I

72695
Anita S
1 year ago
Jared
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

15513
Thomas_LogxGroup
1 year ago
Jared
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

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Jared
1 year ago
Liz_Roberts
Liz_RobertsZapier Staff
published in Featured Articles
Member Spotlight: Marissa Ezell

Women’s History Month is upon us and to celebrate, we’re highlighting one of our incredible community members who is on top of her developer game. ⚡We sat down with Marissa Ezell, a Georgia-based web developer at GetUWired, who shared how Zapier served as a launching point for her developer career and what cool projects she’s been working on:---------------------------------------------------------Welcome, Marissa!  Tell us more about GetUWired and your role: At GetUWired, we offer solutions to our clients that result in seamless time and money saving integrations. I was a relatively new developer when I started working on the Zapier team at GetUWired and I feel that the low code/no code platform that Zapier provides has really acted as a launching board for my own skills as a developer.One of the coolest parts of working with Zapier is that the opportunities for integration are really limitless. I really enjoy forming a relationship with our clients, getting to know their business pro

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Liz_Roberts
1 year ago
nicksimard
nicksimardZapier Staff
published in Featured Articles
Adding some pizzazz to the Community with robot avatars

My teammates@Liz_Roberts and@Rachael S recently shared a LinkedIn post by Brian Oblinger that said:Create a set of unique, colorful, and interesting default avatars that are randomly assigned for new community members. Gives your community personality, looks less dull than thousands of silhouettes, and encourages members to change it to something that suits them. Quick win!Challenge accepted! So I set out to make that happen in the Zapier community for new members, on auto-pilot. Here’s how I accomplished it.1. Trigger: New User in inSided 2. Action: Formatter by Zapier — Numbers — Random Number 3. Action: Airtable — Find Record 4. Action Formatter by Zapier — Text — URL Encode 5. Action: Webhooks by Zapier — POST 6. Action: Webhooks by Zapier — PUT 7. Action: Airtable — Update Record In Case You’re Wondering…The Zap outline 1. Trigger: New User in inSidedWhen there is a new user in the Community, this Zap will trigger. 2. Action: Formatter by Zapier — Numbers — Random NumberBecause I

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christina.d
1 year ago
chanelle
chanelleZapier Staff
published in Featured Articles
January Zapier Community RecapBlog

So January 2023 was a busy month for you? Us too; here’s a recap in case you missed it. 👇👇👇_________________________________________________________________________________ Product UpdatesNew In Transfer — Transfer by Zapier, allows scheduled Transfers to recognize related records in the destination integration and determine if a new record should be created or if records should be updated with new information. This ensures that data in the destination is up-to-date with the source of truth. The update includes new options for selecting destination app actions and the ability to recognize changes to user-editable fields in the source app. The first release of this functionality includes Shopify, Zendesk, and QuickBooks integrations.Workflows & Workarounds How to Send Elementor Form Submissions to Zapier—This article is for Elementor users who want to send their form submissions to other apps, such as Google Sheets and CRMs. The article shows how to use Zapier to receive and forw

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chanelle
1 year ago
Liz_Roberts
Liz_RobertsZapier Staff
published in Featured Articles
Member Spotlight: Rob SchmidtInterview

This month we had the privilege of chatting with Rob Schmidt, an entrepreneur with multiple eight and nine-figure businesses whom specializes in digital marketing.As a Zapier Certified Expert and founding partner of Outliant and Winona, Rob shared with us how Outliant leverages Zapier to stand out from the competition, enabling his team to think outside the box and find unique approaches to build wildly successful companies.Hi Rob! Tell us how you came across Zapier and what you initially began zapping! ⚡I learned about Zapier in 2015, when I was working with Crunchbutton. It was recommended to me by a colleague, Nick Hunter, who had stumbled upon it online.After he sent it to me, I quickly started using it a lot. It was like, “hey, this looks like something that would be useful!” We created a lot of Zaps for marketing automations and operations purposes. We also managed large ambassador programs at universities, automating the process of shipping out swag and marketing material and ke

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Liz_Roberts
1 year ago
Liz_Roberts
Liz_RobertsZapier Staff
published in Featured Articles
Member Spotlight: Kelly GossSpotlight

We recently sat down with Kelly Goss, a Zapier Certified Expert, published author and founder of Solvaa (an agency that helps businesses increase productivity using streamlined systems and automated processes), to learn how Zapier has impacted her career and what advice she has for women entering the automation field. -----------------------------------------------------------------------------------Kelly, you’ve done a lot of things! Tell us a bit about you and how you got turned on to automation? I co-founded a vet practice just for cats on the south coast of England. At the time, "cat-only" was not well known and we were one of 3 dedicated cat practices. If you're a cat lover, you'll know how important going to a cat-friendly vet is for the stress levels of the kitty. I ran all aspects of the business with my many hats (as most start-up business owners have to do); this was where I experienced first-hand how unproductive businesses can be - working 70+ hours a week and doing tax ret

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Liz_Roberts
1 year ago
deb
debZapier Staff
published in Featured Articles
Please stop automating emails that should be written by a human

Deb at Zapier, here to talk about how much I hate when people automate emails that should be personalized: messages from recruiters, requests to guest post on our blog, stuff like that. Those are things that you really need to personalize for each recipient (beyond a well-placed {{name}} token, I mean). You can have a template, for sure, but don't let a robot hit send.Of course, that doesn't mean that you can't use automation to help with the process. Chris Mitchell from Intelus Agency found the happiest of mediums, combining automation and the human touch. He uses Zapier to let his team know in Slack whenever someone accepts a LinkedIn request. Then, he says:We then write our own follow-up notes, since those absolutely should be personalized, coming from a human. The automation allows us to speed up our follow-up process without turning into a soulless robot. His words, not mine. But also mine.There are plenty of other things you shouldn't automate: relationships, for example. But ema

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A
1 year ago
TimS
TimSZapier Staff
published in Featured Articles
How to format currency numbers with consistent padding for decimal places

IntroHi folks, Tim here again from the Zapier Team with another workflow idea! Today we’ll look at a small code snippet to help with a common use case that is typically trickier than most users expect: padding currency numbers correctly.For example, have you ever had a number in your Zaps like 300 or 300.1 that you wanted to display as 300.00 or 300.10 respectively?Although this is sometimes possible using multiple Formatter Steps or writing a formula to a Google Sheet to get a result, these ways either use a lot of Steps, are convoluted, or require an external resource like a Google Sheet to be maintained. I wanted to see if we could achieve a more streamlined approach.WorkflowThe workflow in terms of number of Steps is fairly simple: we just want to add a single “Code by Zapier” Step: “Run Javascript”: First let’s add all the field that the Code Step will use. You’ll be able to customize everything with these fields so you don’t need to change anything in the Code itself:amountThis f

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C
2 years ago
Troy Tessalone
Troy TessaloneZapier 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.

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A
2 years ago
ClintEmsley
ClintEmsleyZapier Staff
published in Featured Articles
Using Spreadsheet Style IF statements to add up a Lead score

Hi, I’m Clint, a Customer Champion at Zapier! I’m obsessed with Google Sheets, Zap loops, and edge cases. This Wednesday, I’d like to discuss using multiple IF statements to score a lead based on specific criteria.The ChallengeI had a customer recently whose goal was to score leads based on special criteria they had determined to be important. For example, if a customer said they had an immediate need, they would get 1 point. If they were also in the Manufacturing industry, they would get an additional point. In this way, you could tally a final score for that Lead.The SolutionInitially, we were working on using a series of Paths and math formulas, but that wasn’t working very well. Instead, I finally realized I could use my favorite formatter, the Spreadsheet-Style Formula, and a few IFs added together.Let’s look at the leads first so we can get an idea of what kind of data we have to work with:The three highlighted columns will be used to score the lead. They’ll get 1 point if they’v

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O
2 years ago
nicksimard
nicksimardZapier Staff
published in Featured Articles
Formatter Features: using IF, AND, OR in spreadsheet-style formulas

Hey there, Zappers! Following up on our intro article about spreadsheet-style formulas, let’s dig into some more detailed examples of how to use them in your Zaps. We’re going to start with something that a lot of people use in their Zaps: IF/AND/OR statements.What We’ll be CoveringIF StatementsIF(Something is True, then do something, otherwise do something else).IF/AND StatementsIF(AND(Something is True, Something else is True), Value if True, Value if False)IF/OR StatementsIF(OR(Something is True, Something else is True), Value if True, Value if False)Nested versions of the above. NOTE: The “something” above can be any of the following: Let’s Start With Something Pretty BasicBefore we get to complex examples, let’s ease into things first with a few easier ones.IF | Two Strings Match, Output Value 1, Otherwise Output Value 2Let’s say you want to compare two strings (these could be words or numbers) to see if they match. If they do, you want to output value #1. If they don’t match then

39577
O
2 years ago
Liz_Roberts
Liz_RobertsZapier Staff
published in Featured Articles
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-

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MohSwellam
2 years ago
nicksimard
nicksimardZapier Staff
published in Featured Articles
How to format the output of Google Sheets' 'Find Many Rows' action

  The Challenge We had a community member recently who was trying to trigger a Zap with a Google Calendar event, then retrieve multiple rows from a Google Sheet and send the information in Gmail. The sheet looked something like this: A little DnD actionAnd the goal was to send it an email so the recipient received this: Don’t you all be emailing me!They had initially tried using the Get Many Spreadsheet Rows (Advanced, With Line Item Support) action in Gogle Sheets, which is a great idea because you can just specify how many rows to return instead of searching by a specific value: This definitely has its uses!The Twist The tricky thing is that this is the output: Whoa! Look at those nested line items!Without using something like a Code step, it’s tricky to get the text in the desired format.  The Solution Given that the Zap is being triggered by Google Calendar I thought that you could add a Date column in the Google Sheet and use the Find Many Spreadsheet Rows (With Line Ite

42426
C
2 years ago
deb
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

4263
R
2 years ago
nicksimard
nicksimardZapier Staff
published in Featured Articles
Formatter Features: Date Add/Subtract & Compare

Formatter Features: Date Add/Subtract & CompareHey again, Zappers! Nick here, from the Community team. I’ll be taking you through some date-related features of Formatter by Zapier.Dates come in many formats, and the various apps you're using may not line up nicely with one another. Sometimes you have time zones to contend with, or maybe you need to figure out how many days between two dates.Today we’ll be looking at the following: Date Add/Subtract Compare Dates Date Add/SubtractThis option can be found at:Formatter by Zapier — Date/Time — Add/Subtract TimeWhat It Looks LikeWhat It Can (and Can't) DoBefore you start to make assumptions or get your hopes up, let's briefly cover what is and is not possible with Add/Subtract Time.Things you can do with this transform option: Add/subtract months, days, or hours to a given date Change the format for the finalized date Specify the precise format for the incoming date Things you can not do with it: Process multiple dates at a time (

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J
2 years ago
nicksimard
nicksimardZapier Staff
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

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J
2 years ago
nicksimard
nicksimardZapier Staff
published in Featured Articles
Introducing our Formatter Features article series

Hey Zappers! I’m excited to announce that we’ve got a new article series that we’ll be rolling out over the next 2+ months. In this series we’ll be digging a bit deeper into the various features of Formatter by Zapier. It’s capable of so much, but we don’t always document all of those amazing capabilities. How Many Posts Will There Be?So far, we’re thinking there will be a dozen or more posts, depending on how detailed we make the articles. The first 4 articles (one per week in the month of July) will be about Spreadsheet-Style Formulas.When Is It Coming?The very first post in the series will be coming up this Thursday, July 8th! It will be an introductory article about Spreadsheet-Style Formulas (under the Numbers function). It’s one of the trickiest features and one that is prone to errors, since formulas have to be very precise in order to work properly.What to ExpectWe’ll be tackling the most impactful topics first, like the features that users find difficult/tricky and/or where we

891
K
2 years ago
chanelle
chanelleZapier Staff
published in Featured Articles
Popular Google Sheets Integrations

Looking to elevate your experience with Google Sheets? Google Sheets is one of Zapier’s most commonly used apps, and we get tons of questions in the community about integration possibilities. Here are our top five recommendations: Running Surveys and collecting data? Collect new Typeform responses as rows on Google Sheets  Get your time back and automate your day! Zapier can do the hard work for you by setting up this code-free automation and analyzing those spreadsheet entries. You can follow the template on our explore apps sub-page, or explore other triggers and actions that work for you. Using Facebook Lead Ads and need to transfer the data to another doc? Connect Facebook Lead Ads to rows on Google Sheets    This premium Zap makes it easy to filter through leads and lets you keep your mind on marketing. Since this is one of our more time-consuming automations, we’ve created a tutorial; you can find it on this page that also introduces you to other triggers and actions tailored to

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chanelle
2 years ago
nicksimard
nicksimardZapier Staff
published in Featured Articles
Find a single item in an array, output corresponding field

Last week I was trying to do something using a Webhooks by Zapier step, but was hitting a wall. I was building an app with Adalo and taking advantage of their API to retrieve “author” records from a database.I wanted to look within those records and match it against a Twitter username from my trigger step, then output the record ID that Adalo would need in order for me to connect that person to an “essay” record.OverviewIn other words:Get Twitter username from trigger Retrieve all the authors from Adalo Find the record that has the username Output the record ID  Use that ID when I create the “essay” record, to link it to an existing authorWhat I WantedIf I was getting the name “Joe” from my trigger, I wanted to get the ID of “1” so that I could then use it.Using Paths + Code StepI wanted 2 paths:When an author exists, I want the ID so I can use it in my Create ‘Essay’ Record step When an author does not exist, I want to first create it and then use that in my Create ‘Essay’ Record step

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I
2 years ago
erinoz
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

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J
2 years ago
Janine_Anderson
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?

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J
2 years ago
Krystina Martinez
Krystina MartinezZapier Staff
published in Featured Articles
Create an auto-responder Zap in Microsoft Teams

Hey Community, Krystina here from the Zapier blog! The cool part of our job is that we get to play around and test Zaps we think will help users solve problems. So when we got our hands on the new Zapier app from Microsoft Teams, you bet the first thing I did was make an auto-responder!If you’re tired of answering the same questions in chat, or hate coming back from time off to a ton of notifications, this tutorial is for you!How to create an auto-responder (and other bots) in Microsoft Teams

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2 years ago
nicksimard
nicksimardZapier Staff
published in Featured Articles
Can you make the post-vacation return to work less overwhelming?

I realize that a lot of people aren’t necessarily going away on vacation these days, but hopefully we’re all taking some time off to rejuvenate and refresh.The inevitable return to work, and catching up on everything that happened while you were out, can be quite daunting.Are there things you could be automating to reduce that stress? Can you build systems that will make it less difficult to get back into work mode? Over on the Zapier blog we have an article that provides some ways to catch up on work after a vacation, but we’d love to hear from YOU!Have you created any automations that make it less overwhelming to come back from vacation? Please let us know in the comments below!

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J
2 years ago
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