Read about creative workflows, awesome app tips and interesting use cases.
- 296 Topics
- 488 Replies
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
Mod Edit: 03-22-2022Hi there!Tim here from the Zapier Support Team with another workflow idea.BackgroundIf you’re running into one of these problems, the Webhooks by Zapier app can help:You want to Trigger multiple Zaps from the same Trigger, but your Trigger Zap doesn’t support creating as many Triggers as you need You want to create more than three Paths after a TriggerFor example, I recently helped a customer who was trying to set up Zaps that Triggered from events in Stripe. Stripe only allows a maximum of 16 outgoing webhooks and they needed to Trigger more Zaps than that. Because the Trigger used for most of the Zaps was the same, we used this technique to “duplicate” the Trigger from one to about 20 different Zaps. Every time Stripe Triggered the Starter Zap we set up, webhooks would duplicate and Trigger the 20 Zaps with the same information. Setting up the ZapsIn this example, we’ll look at duplicating one Zap with the Trigger we want to three more Zaps.Starter Zap:Trigger: Th
Hi, everyone! Deb here, from the Zapier blog. We write a lot about remote work on the blog, and now that the world is opening up a bit, we want to talk about how the lessons you learned while working remotely can follow you back into the office.Recently, our staff writer Justin wrote an article about how you shouldn't abandon video meeting etiquette when you start back up with in-person meetings.4 video meeting rules that should follow us back to the officeBut it's not just the etiquette that should stick around—all the asynchronous prep and automation can still happen even when the meeting is face-to-face. For client meetings, you can use scheduling automation to do things like send booking reminders or automatically follow up after appointments. To be sure you never lose a meeting action item, you can automatically create shared meeting docs, add action items to your to-do list whenever there's a new event on your calendar, or get reminders to document action items whenever a meeti
Hey there, Zappers! Nick here, from the Community team. Today, I’ll be taking a look at the Formatter's Text to Line-Item feature.You may think that you don't have a need for line items, and maybe you don't...yet. There's likely a day in the future where it will come up. Maybe you'll remember this article (or at least that it exists).Wait, Nick! What are line items?Oh yeah, sorry. As luck would have it, Tyler Robertson of Zapier recently published a comprehensive guide to line items that can explain 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 — Text to Line-ItemWhat It Looks LikeThere is only one field to fill out: What It Can (and Can't) DoWays you can create line items from text:1) Map 1 single field that contains comma-separated text2) Map multiple fields, that are separated by commas3) Manually type text into the field, meaning that it's not dynamic4) Map line items in
Hey, Zapier community! Janine from the blog team here. We talk a lot about how automation can save you time or help you be more efficient, but one of the things I love the most about it is that it also helps me get tasks I hate doing off my plate.David Bell, owner of Diving Bell Creative, wrote about some of the ways he's done just that and has advice for how to get started.Automate these 5 painful tasks with Zapier workflow automationHere's what he recommends: Integrate your CRM with project management tools Monitor SEO Automatically track time Pull marketing campaign information into your CRM Automate social media posts Learn about how this helps him and the team at Diving Bell and see if there's a Zap that could help you out. Do you have a Zap that takes painful tasks off your plate? Let us know in the comments!
Welcome back friends of Zapier! Today, let’s have a look at the Import CSV transform! This function will allow you to pass Zapier either a string in Comma Separated Values (CSV) format or a CSV file coming to you from a prior step in the Zap. For advanced users, Zapier can also offer you line item objects which can unlock advanced functionality in the apps we offer which support them.Add Inbound Emailed Spreadsheet Files to a Google SheetLet’s say you have a Gmail inbox that receives automated emails that have a CSV attached, and you would love to have those added to a Google Sheet automatically for you. Zapier can help with that!If your purpose is to interact with attachments in Gmail, using the “New Attachment” trigger is the best one to use! In some cases, more than a single attachment may be sent in a single email. For example, image footers are separate attachments which can be displayed inline in the email you are viewing. In these cases, if you are NOT using “New Attachment”, Z
Hi! Deb here from the Zapier blog. Our staff writer Justin recently wrote about Google's Smart Compose feature—namely, how to turn it off.He points out that having Google write your Google Docs for you is...a lot. But that doesn't mean you shouldn't let the robots near your Google Docs. There are a lot of ways you can automate your documents, including actually creating them from scratch.Here are a few of my favorite examples.How to create and autopopulate a Google Docs templateAutomate the template editing process, sending information from the other apps you use most into your Google Docs templates. You'll be able to automatically create new Google Docs from an existing template without lifting a finger.How to create Google Docs templates based on form responsesAny time you find yourself copying a document to reuse over and over again or find yourself filling out blanks in a document, it's time to automate: automatically fill out Google Docs templates based on triggers from other apps
Hey Zapier Community,Jared here from Zapier Support.There can often be business processes or workflow needs that require us to turn a Zap OFF and/or ON on a scheduled basis.Below I cover 2 scenarios where this might be useful.Scenario 1: DeduplicationWith Polling and Hybrid Triggers - Zapier uses a process called Deduplication to isolate new records that will trigger the Zap.Here’s a Quick Summary of how Deduplication works. When we turn the Zap ON - Zapier identifies the existing records and keeps track of them on a Deduplication Table. We don’t trigger the Zap for these existing records - only records that are added after the Zap is turned on. Typically the Deduplication ID that’s used to identify existing records is the Record ID from the App record. Once we’ve seen that ID - we add it to the deduplication table - and won’t trigger on it again. Every time we turn the Zap OFF and then ON again - the deduplication table is rebuilt with the existing records at that time. A Real W
Hi! Deb here, from the Zapier blog. I'm super conscientious, and a little judgmental, so I do get some satisfaction from reminding people to do things they said they would do and then didn't do. But...only to a point.When something has to happen every day, it's no longer fun to give those reminders. Example: the blog team needs our engineers to do a deploy once a day. But here's the thing: engineers have better things to do than "do a deploy" (not gonna lie, I don't actually know what that means), so they tended to...not do it. We started to manually remind them (VERY NICELY), but after a while, we realized we were being the robot instead of building the robot.So I made a Zap that every day at 9:00 a.m. PT sends the engineers a Slack message reminding them to deploy.The bot does my reminding for me. I still get the satisfaction since I made the bot, but I don't have to actually do anything about it.Of course, I also have reminder bots for myself—that's how I got so conscientious. I rec
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
Hey, folks! Janine from the Zapier blog team here with another way automation helps one of our customers succeed.Even the most successful business loses customers. Instead of letting them quietly fade away, the team at Content Snare does something a little different. They actively connect with churned customers to learn from them and often see those accounts turn into advocates.James Rose, co-founder at Content Snare, wrote an article for us about why feedback—especially feedback from churned customers—is so valuable and how to use automation to make it as easy as possible to manage the feedback process.These customers give great feedback, James wrote, and by putting it to use helps them improve the business.How exit interviews can turn churned accounts into advocatesCheck out his post to learn more about: why to talk to churned customers, what to ask them, the best ways to collect feedback, and how Content Snare automates the process. How do you connect with churned customers an
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
Howdy Zapier Friends! We are back with another Formatter by Zapier overview. This time we will talk about Extract Number and Extract Phone Number.Recall that the Formatter by Zapier app is the main tool you can use to edit data sent to Zapier. Almost any basic formatting option is possible, but even saying something as generous as that is selling short all of the possibilities that this app offers users!Keep in mind that when you use the Extract transforms in this app, Zapier will only ever pull the first item we find that matches the Extract you are using. If you need to cut strings in multiple parts and access that data, you may need to use our Split Text transforms.For very advanced users there also exists the Code by Zapier app (which supports Python and Node.js), or the Extract Pattern transform in Formatter by Zapier (which lets you leverage Regular Expressions) but those are different topics for the future!Formatter by Zapier: Extract Phone NumberThis option can be found at:Form
Hi, folks! Janine from the Zapier blog team with another automation inspiration article for you. This is one of the ways Zapier uses Zapier: Automatically share out-of-office notifications in team Slack channels.This helps make time away more visible (and, for us, since it's posted in a public Slack channel, it's searchable), which cuts down on the awkwardness of potentially waiting for someone to respond who's actually hiking in the woods for a few days.Krystina Martinez recently put together a tutorial that walks you through how to set this up for yourself. How to set up an automatic out-of-office notification bot At Zapier, we use our HR software, BambooHR, and team chat program, Slack, as the trigger and action apps. But as always, there's flexibility in how you set this up: If your HR software doesn't have a Zapier integration, you could use a shared calendar as the trigger instead. And if you don't use Slack, you could instead send messages to another team chat app or as a genera
Hey hey! Nick here, back with another workflow on this fine Wednesday.Sometimes you have a bit of data that you’d like to run through a Zap, but you don’t always have a specific trigger app to kickstart your workflow. Here are 6 ways you can quickly trigger your Zaps and submit some text in the process (or not)1. Alfred (on a Mac)If you’re a Mac user, the absolute fastest way (using just a keyboard shortcut) is to use Alfred. We have a blog post that outlines the setup. This is my favorite way to send some data to a webhook-powered Zap in order to then run my desired actions. It simply becomes a matter of using the Alfred shortcut to bring up the window, then you type whatever keyword you’ve set up, then either type or paste the text you’d like to send to your Zap.2. Webhook URL Directly in Your BrowserSimilar to the method above, instead of using Alfred to send the data to your Webhook-powered Zap, you can navigate to that webhook directly in your address bar. Doing so will trigger yo
Hey there Zapier friends! Continuing our exploration of the Formatter by Zapier app, let’s take a look at another set of very handy functions: Extract Email & URLWe’ve all been there — we have a great idea for an automation to create in Zapier and after we have thought and created the Zap of our dreams, we run into issues with our data being rejected by one or more of the actions. A Little BackgroundWhen it comes to URLs and email addresses, which characters are acceptable in each is defined by the rules developed by the international standards organization: Internet Engineering Task Force (IETF) The IETF defines the standards by which software and other internet technologies follow in order to ensure interoperability across computer systems. Anyone can access these standards documents, called RFCs, and we can find the defined standards for both email addresses and URLs for each via a quick Google search.When it comes to standards on the internet, most APIs will follow most of the
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
Hello everyone! Jesse Parker here, doing a deep-dive into how best use the Formatter utility to format/manipulate phone numbers. Apps that send and receive phone number data often require different number formatting so this can be a useful tool to modify numbers and minimize issues when sending data from one app to another.This option can be found at:Formatter by Zapier — Numbers — Format Phone NumberWhat it Looks LikeIt can... Check to see if a phone number is valid or not Format a phone number based on a list of pre-selected formats including: E164 National International RFC3966 International, No Country Code International, No Hyphens National, No Parenthesis No Symbols, National No Symbols, International It can not... Automatically detect the country code of a phone number (workaround) Remove a “+” and/or pre-existing country code from data coming from your trigger step (workaround) Extract a phone number from a block of text (workaround) Lookup a country by
Mod Edit: 03-17-2022Have you ever wanted to create a row in Google Sheets, and use a formula that references another cell in that row? If you’re in Google Sheets, you could just copy and paste that row, and the cell references will change automatically. But normally in Zapier, you have to do this: Create the new row so that we get the Row number Update the row with the formula using that Row number That’s because when we create a new row, we don’t know what the row number is going to be until after we create it! So we have to add the formula after we know the row number, which uses up two tasks to create just one row. But with a little bit of formula magic we can save that second task every time. We can do this by using INDIRECT and ROW.INDIRECT lets us use formulas to reference other cells. Normally if you wrote a formula like "SUM(A3,"B" & 3+3), this would not work because formulas will not work as cell references. In other words, this would not resolve to "SUM(A3,B6)", and we
Our Digest app is one of our lesser-known, but oh-so-powerful tools. With this app you can decide what information you want to receive, how you receive that information, and how often you receive it.The way the digest app works is it collects the information that comes through multiple triggers and then sends it to another app at the time you determine.So, why would you want to create a digest? One of the best perks of using our digest app is that you reduce the number of messages you get about your triggers. For example, you get over 100 leads every day. While you want to know about each of these leads, if you have to look at 100 Slack messages or SMS messages every time they arrive, you’re not going to get anything else done. With the Digest app, you can add all 100 into one place and then send yourself the list at the end of your day when you have time to deal with them.I recently wrote about one of my favourite workflows using Digest for our blog. In this workflow, I collect a list
Hi! Deb here, from the Zapier blog. What I love most about the Zapier Community is seeing all the super-specific things folks are automating. It's fascinating because automation is so powerful, yes, but also because the humans behind the workflows (that's you) even knew these things were possible.Our customer-champion-cum-blog-writer Tyler recently wrote about this on the blog—and her actually suggested that we all take a step back from automation to flex our manual muscles and figure out what else automation might be able to do for us.That's right: he wants us to start by automating less.To get the most out of automation, try using it lessThe idea is that you'll get better at automating if you've practiced it manually first (plus, you have something to fall back on when the robot overlords break all our systems). Here's an example. I use Google Sheets as my to-do list, and I used to just type all my tasks in manually. By doing that, I learned what information was relevant for me to ha
How are you doing this week, Zappers? This will be a pretty short one, but I thought this could come in handy for anyone who's trying to have a default value in an Airtable field.My Challenge I use Airtable for the Editorial Calendar for Community's content. For the primary field of my Articles table I would like to have the title of the article. But what if there's no title yet? Maybe I just know the theme (like Workflow Wednesday) and the Author (like Nick Simard).Clunky Way #1I could type something into the field before there's a title. Then when we've got a title, we replace the text. It's not so bad, but I don't like how manual it is. (Little Less) Clunky Way #2I could use Airtable's Automations feature to insert a default title there, using some other fields, then I can overwrite it. I hadn't actually thought of this option before I came up with my system because I hadn't delved into native automations in Airtable. For some people this could be a great solution :) A Better Soluti
Welcome back! This week’s Formatter Features article is for all you math nerds out there. I too am a math nerd (*nerd wave*), so it is with great nerd excitement that this week I get to dig deep into math operations.What we’ll be coveringSo first off - let’s put away the graph paper and TI-83’s. You won’t be needing them today. Instead, let’s kick this off by talking about what exactly constitutes a math operation in Formatter and why you might need one. Then we’ll dig into exactly how to get to these math operations.How do I get to math operations?So glad you asked. You can find math operations under Formatter by Zapier > Numbers. Once there, you’ll want to select “Perform Math Operations”.What It Looks LikeWhat is a math operation?Fortunately for us, Formatter is going to do all the hard work of figuring out the order of operations (PEMDAS, anyone?) and the crunching of numbers. But we still need to understand what exactly a math operation is.A math operation is a mathematical pro
Hey, Zapier community! Janine from the blog team here with another set of automation tips for you, this time about email newsletters.I've often had a hand in creating email newsletters for my company. Sometimes, they were completely automated. Other times, they were completely manual. And often I wished for something somewhere in the middle.Staff writer Krystina Martinez put together a collection of ways you can use automation to improve how you manage your email newsletter, like adding or segmenting subscribers, keeping lists up-to-date in your CRM, repurposing campaigns as content, and creating backups. Read her article and pick one new Zap to try.Improve your email newsletter with these tips Then, come back here and tell us how it went!
Hi there! Deb here, from the Zapier blog. We recently published an article about how to use Google Alerts for SEO. It was written by a small business owner who relies on Google Alerts to do things like find guest post opportunities, get ideas for blog articles, and get more backlinks.But here’s the thing:tThe only two delivery methods for Google Alerts are email and RSS. And if you’re like most humans, you assume RSS is a thing you don’t want to use. But it is! I promise. If you choose the RSS delivery method, you can then use Zapier to get the alerts sent to wherever you want: your team chat app, your to-do list, your notes app, a spreadsheet whatever.That means all your Google Alerts end up in a place you’ll actually read them, and they don’t clog your inbox in the meantime.Here’s how to track Google Alerts in any appDo you have any Google Alerts tips or tricks? Let me know in the comments, and we might feature you on the Zapier blog!
Log in to the Community
Use your Zapier credentialsLog in with Zapier
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.