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Filter by Zapier Q&AF.A.Q.
Have a question/running into an issue with Filter? Or looking for common workflows and tips? This is a great article to check before posting!ResourcesWhat’s possible with Filter by Zapier Help Article: Add conditions to Zaps with filters Video Tutorial: How to use Filter by Zapier Filter by Zapier: How to set ground rules for automation Add branching logic to Zaps with filters What to do when your Zap filters aren't working properlyKnown Issues/Workarounds Common Use CasesFiltering by event for Calendly invitees to different spreadsheets F Calendly Zap for specific events J Calendly with Google Sheets F Help for Calendly events F Filtering between two GoogleSheets Filtering on Mailchimp tags L Typeform -> Asana - create tasks in different projects based on answers K
Hi! Deb here, from the Zapier blog. We recently wrote about a new Slack feature: the ability to schedule messages. It's a great feature for a lot of reasons, but one thing it can't do is schedule recurring messages. You can use Zapier for that: set up a trigger using Schedule by Zapier and then customize the message. Here's a Zap template for daily Slack reminders, but you can do it weekly or monthly too.Get daily reminders in SlackThere are tons of reasons you might want to schedule a recurring message: As a reminder to stop working. Send yourself a Slack message every day at 5 p.m. (or whenever your workday ends) reminding you to get offline. As a pick-me-up. The Content and Communications team at Zapier has a weekly message scheduled (with rotating GIFs, no less) asking us about our wins for the week. As a reminder to fill out a recurring agenda. I used to put things like this on my calendar, but it got cluttered. A quick Slack reminder does the trick. What kinds of daily, weekl
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
Hi. I’m Cory A. Wilson – a Consultant / Trainer based out of Portland, OR. One of the most challenging issues people often face when automating their systems is a lack of insight into what their systems are doing moment-to-moment and day-to-day. What happened and when? Did it go as planned? How do I know?These questions can be answered easily with one simple solution: Adding a notification step in your automation sequences. Let’s dive in.ProblemWhen a company or organization is just getting started with automation solutions, or they’re evolving existing automations to be more robust, there’s often a gap between their experience of their own company and what’s happening in the background. Some entrepreneurs even feel a profound lack of control in their own business operations, which is understandably unnerving. Automation is not just about reducing manual work and moving data from one place to another. It’s about using that information to dynamically and automatically create insights th
How many calendars are important to you? Every day, I need to know what's going on in my work calendar, my husband's work calendar, my kids' school calendar, our family calendar, and my personal calendar. That's a lot of calendars. If I wanted every appointment I made in my personal calendar to show up in my work calendar—so I can easily see everything I have going on each day—copying events over every time would get old. Or maybe your team has a shared calendar that tracks time out of the office, but people keep forgetting to copy their scheduled time off to the shared calendar and it's making it difficult to coordinate coverage.That's where automation comes in. You can use Zapier to automatically add new appointments from one calendar to another, so you never have to duplicate an event again.Copy events from one calendar to anotherWe've got step-by-step directions written out at the above link for Google Calendar, but you could apply this technique to any calendar app on Zapier—like
We get a lot of questions about how to upload email attachments to Dropbox. I thought I’d cover a few of the more common email providers, both with single and multiple attachments. First up in the series, is Gmail. Here we go!Single Attachment Trigger: New Attachment Trigger: New Email/New Email Matching Search/New Labeled Email Adding a Filter Multiple Attachments Trigger: New Email/New Email Matching Search/New Labeled Email What Happens in Dropbox Advanced Dropbox Workflow Formatter by Zapier Move the First File in Dropbox The Filter Method for Additional Files The Path Method for Additional Files Wrapping UpSingle AttachmentWith Gmail, there are a few options for triggering your Zap. They fall into two categories.Trigger: New AttachmentThis one triggers specifically on the attachment itself.This one is pretty straightforward, since you’re provided with a single file, which you can then map to Dropbox like this:Trigger: New Email/New Email Matching Search/New Labeled EmailT
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
Zapier friends, it is good to see you once more! The Formatter by Zapier Pick from List transform will allow you to supply a list of items from which we can pick one Randomly or we can also pull a specific numbered item from the list.While there are more than just these options, here are 2 neat things that you can do with it!Lunch Decision Maker ThingySay you have a list of lunch options and you don't care what you order but also don’t care to make a decision. You can use the Pick from List tool to help here: Check out this tasty gif showing the magic in action:Yum!Randomly Assign New Inbound LeadsLet’s say you had a trigger that sends Zapier data containing new inbound Leads. If this was, let's say, a high volume channel, and you just needed to get these leads split up amongst a list of possible owners, Pick from List is an excellent way of doing so.We use Salesforce to track our Leads. Salesforce, and the vast majority of other apps on Zapier, when tracking other objects in their sy
As a ‘Geriatric Millennial’, I’m part of what is sometimes called the ‘analog youth, digital adult’ generation: I’m tech savvy enough to want technology to work instantly, whilst still occasionally being floored by how much it can do. I expect the internet to provide information at my fingertips whenever I demand it, yet I still have a childlike glee when I create an automation that my ten year old self would never have dreamed of. The Zapier Chrome extension has just enough magic to impress my younger self, whilst giving me instant access to automation and information that my adult self demands. Trigger Zaps at the push of a buttonThe Zapier Chrome extension allows you to trigger Zaps using an extension in your Chrome Browser. You install the extension in the same way you would any other, through the Chrome Webstore. Once it’s installed, you can create Zaps using the extension as a trigger. To learn more about installing and getting started with the Zapier Chrome Extension, check out
Hey, folks! Janine here from the blog team. We’ve been looking at RSS automation lately, and there are some cool things we’ve put together. If you use RSS feeds (or if you want to but don’t know where to start), I recommend any of these articles. How to use RSS feeds to boost your productivityThis piece is great for someone who’s just starting with RSS feeds. It explains what they are and how they’re used, and shares some examples of how to add Zapier to make RSS feeds even more useful.4 popular ways to use RSS by ZapierThis article focuses on the RSS by Zapier app, and the main ways people use it to automate their work: posting to social media, creating email or team chat alerts for sites that are important to you, adding items to a spreadsheet, and to simplify calendar sharing.Turn any website into an email newsletterIf you’d rather get notifications in your inbox, check out this piece that shares all the ways you can use Zapier to create your own email newsletter. You can pull items
Hi! I’m Deb, one of the manging editors of the Zapier blog. I wanted to share a new Dropbox feature we’re excited about that’ll add some power to your Zaps. Dropbox recently added the ability to back up files from your Dekstop, Downloads, and Documents folders on your computer. We’ve been waiting for this one, because it means you can trigger Zaps by putting files into folders on your computer desktop. (Be careful: with great power comes great responsibility.) Our staff writer Justin wrote about the new feature, including its limitations and how you might use it to automate some of your workflows (like automatically uploading media or saving email attachments to your downloads folder). Here’s the article: Dropbox can now back up your Desktop, Downloads, and Documents folders. Here's what you need to know. Enjoy, and feel free to send me a note if there’s anything specific you’d like to see us write about on the blog. Thanks!
Amongst the 3,000+ apps in the Zapier ecosystem are a couple of dozen built-in apps that let you do more with your workflows. Think of them as automation booster packs, enabling you — amongst other things — to schedule and filter your zaps, format data flowing through them, and pull in data from all sorts of sources that might not have their own Zapier integrations. Whether you’re new to Zapier, or an old hat, there are bound to be some interesting use cases you’ve not thought of. So, on that note, here are 6 useful workflows you can build with Zapier’s built-in apps:Get a daily digest of posts from your favourite blog (used: RSS & Digest)RSS might feel like ancient technology these days, but its sheer simplicity and usefulness has kept it relevant, even in 2021.Zapier has an RSS app, so you can trigger a Zap any time a new item is posted to a feed. Combine with the Zapier Digest app, which allows you to batch multiple pieces of data for later use, and you can build yourself a ver
Hi there, this is Erin Oz from the Premier Support Team with a workflow idea to share. Background InfoDo you have a lot of files in your Google Drive, but you can never find what you’re looking for? Or have you thought about doing a file reorganization project, and wondered if there’s a way to automate a record of which files have been added to the new folder? Folks with large collections of video files, audio files, or other libraries of information often try to use nesting folders in a Drive to keep things organized, but it can be hard to browse through items that meet certain criteria. For example, my brass quintet has a large library of sheet music. A “work” (a song) consists of parts for each member of the group. So for a standard brass quintet, there will be five “parts” for each work: Trumpet 1, Trumpet 2, Horn, Trombone, and Bass Trombone (Tuba). We keep a folder with the title of the work, and each folder contains five PDF files for each part. Any given work also has a number
IntroductionPrompting is just another word for making a request and it's one of the most common ways to interact with AI. It's a skillset. One that can save you a lot of time and inspire new ideas if you know how to use it.It turns out, with any great relationship, artificial or not, the communication piece is key. What you say and how you say it will determine the quality of the response you get back. Remember, your inputs create your outputs.This comprehensive guide will walk you through the core components of prompting and time-saving tips and tricks along the way. I've personally read and purchased all of the most popular prompting guides currently available and I am summarizing and simplifying the most common approaches and foundational components for you here.Let's dive in!Introduction The Core Components Purpose Parameters Product ConclusionThe Core ComponentsI like to think of prompting in a trifecta of "P's". In order to write a good Prompt, you must include Purpose and Pa
Disclaimer: This method may not play nicely with all RSS readers out there, so be sure to do some testing. Doing it this way worked for me when using it with an app called Feedwind, so I figured I’d share how I did it.UPDATE: As I was testing this out, to fix something in my own Zap, I hit a limit in Storage by Zapier (the data stored at any given key can’t be more than 25KB. The method below will work for a while — I’ve added dozens of entries — but I’m exploring alternatives, in order to get around the limit.Not long ago, I wanted to include a feed of our featured articles in the Community sidebar. Our Community platform, however, doesn’t provide a feed for forum categories, so I set out to create my own feed and keep it updated using a Zap.Here’s what I came up with.Apps We’ll Be Using In Google Docs The Zap Wrapping UpApps We’ll Be UsingGoogle Docs (for the RSS feed itself) A trigger app that provides new feed items (in our case: our Community platform, inSided) Google Drive (in th
The ProblemSometimes data in your trigger will cause an action to fail. For example, maybe an email address was typed as jane.doherty@gmail@com and the action step says “uh, uh...that’s not right” and the action doesn’t run.You can’t replay anything because we’ll always use the same trigger data. But who wants to do all of that data entry manually, especially a form with lots of fields being mapped to something like Salesforce? That’s why you’re using Zapier in the first place — to automate it!The WorkaroundsThis won’t always be possible, depending on the timing and whether the app supports it, but here are some things you can try:1. Replay the trigger step in the Zap editor and run a test on the action step(s)Assuming the problematic trigger entry is one of the most recent ones to have run (a good reason to keep an eye on the error emails we send), you can go into the Zap editor, re-test the trigger, and then on your action step you fix the faulty data.It’s a manual way to replay some
How goes it, fine Zappers! Nick from the Community team here, back with another Formatter Features article. Last week we explored the Text to Line-Item feature. [insert that post]Today, I’ll be taking a look at the Formatter's Line-Item to Text feature.Not sure what line items are?You're in luck because Tyler Robertson of Zapier recently published a comprehensive guide to line items that explains it much better than I can in this article. Please refer to that if you need some clarification :) This option can be found at:Formatter by Zapier — Utilities — Line-Item to TextWhat It Looks LikeWhile the Text to Line-Item does not let you specify a separator, Line-Item to Text does: What It Can (and Can't) DoThings you can do with it:1) Convert a single mapped field from line items to text2) Convert multiple mapped fields from line items into text. (See example #1 below)3) Combine mapped fields with typed textHere I've added a label before each line item property:Things you can not do with it
IMPORTANTApproval by Zapier will be discontinued on February 28, 2023. If you’re using Approval by Zapier, you can still create approval steps in your Zaps using Zapier Tables and Zapier Interfaces. Request access to both apps through our Early Access Program. We recently had a Community member with the following question: If you’re in a similar situation, one way to approach this is to create a “person in the loop” step by using Approval by Zapier. What this does is give you (or someone else) an opportunity to review incoming info and decide whether you’d like the Zap to continue or to stop.Demo TimeI’m going to simplify this for demonstration purposes. I realize that in my example, I could just as soon use a filter since I’m only checking to see if a person chose “Yes” as an option. But imagine something more complex in terms of evaluating whether to approve.Trigger: Google Form SubmissionI receive a form submission and want to check whether the person has indicated that they’re inte
Zaps will only trigger for new records added/updated while the Zap is on.I use Google Sheets in a lot of Zaps - and it’s happened more than once that my Zap was actually off when new data was added (or updated) to the Sheet.Depending on the trigger being used there are different ways we can re-trigger a Google Sheets Zap for these changes that happened while the Zap was OFF.New or Updated Spreadsheet Row TriggersIs your Zap using one of the New or Updated Spreadsheet Row triggers?If so - this might be as easy as updating the Trigger Column(s) for any missed data.First - make sure the Zap is currently ON.Then - my Zap below triggers when the “Trigger” column on my Sheet is updated.So to re-trigger the Zap for any rows on the Sheet - all I have to do is update the Value in the Trigger column to a Value that the Zap hasn’t seen in that Row before.Once I update the Trigger column for the Row - the Zap will trigger.New Spreadsheet Row TriggersIs your Zap using one of the New Spreadsheet Row
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
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
Hey everybody! This week’s workflow will be a quickie, but a goodie :)The ChallengeAbout a month ago we had a Community member ask the following: See the thread: The credit for the workflow actually goes to that Community member (@mmorrissey), who responded with a brief explanation of how they achieved it.The SolutionThis Zap consists of three steps:Trigger: Gmail — New Email Matching Search Formatter: Format the date from the trigger step Google Docs: Create Document from TemplateYou might be asking yourself why the trigger is Gmail if we’re populating the document with Google Calendar events. Allow me to explain.Actually, I’ll let Google explain This is the key to the whole process. Google Calendar sends the email daily, the Zap triggers on that email, formats the date and then fills in the Google Docs template.Gmail — New Email Matching SearchYou’ll want to make sure that yours matches, but the subject for the emails should be something like this:Formatter — Format the Date to You
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
Have a question/running into an issue with Looping by Zapier? Or looking for common workflows and tips? This is a great article to check before posting! Common Workflows and WorkaroundsDelaying a loop Looping data in your spreadsheets/database Take your Looping by Zapier Zaps to the Next LevelLooping by Zapier Community HeroesThank you to @Troy Tessalone who has helped provide the most Looping by Zapier answers in our community!