Read about creative workflows, awesome app tips and interesting use cases.
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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
Hey everybody! Nick here, from the Community team. Today’s post is a bit of a primer for the first part of an upcoming Formatter-related article series. We’ll first be tackling the mysterious spreadsheet-style formulas in Formatter by Zapier.In this article, I’m going to show you how you can use that feature, along with Sub-Zaps, to create reusable steps.The ChallengeIf you’re anything like me, you probably find yourself using the same type of Formatter steps in multiple Zaps. Since we don’t have a way to copy and paste steps across Zaps (I wish we did), one way to solve the problem would be to duplicate a single Zap over and over, swapping out the apps if necessary. But there’s another way you can do it.The SolutionUsing Sub-Zaps by Zapier you can build a Zap (or Zaps) that will do all of the formatting work for you, and maybe put those all into a single folder to make them easy to find. Think of these as Zap parts that you can plug & play into parent Zaps.An Example Using Spreads
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 firstname.lastname@example.org is an
Jira is a popular App for planning, tracking and managing agile and software development projects.One of the key components in Jira are Issues where details about that particular task or issue are tracked.In Zapier today - we can create and update Issues - but we don’t have the ability to attach Files to issues through Zapier’s current Actions.I always love a good workaround - and especially workarounds with webhooks. As usual - the 2 keys for making a webhook workaround work in Zapier are: Does the App provide API Key or Basic Authentication access to their API (as opposed to OAuth only) Do they have an Endpoint for doing what we want to do. In the case of Jira and Attaching a File to an Issue - the answer is Yes to both.Step 1: Getting our Jira API KeyJira has instructions for creating an API Key at this link.The quick summary is Go here: https://id.atlassian.com/manage-profile/security/api-tokens Click the Create API Key button on the Top Label your API Key and click Create
Hi! Deb here, from the Zapier blog. We recently published an article about using work software at home. Our staff writer Justin talks about how he uses OneNote to help with his home brewing projects and how a Zapier engineer used Airtable to buy a house. (This is real life.)The conversation reminded me of all the examples I’ve seen of Zapier folks using automation in their personal lives too.Kristie automates things like flight check-ins and stressful human interactions—and even dating. Janine automates some of her parenting duties. Tyler automates his competitive obsession with Mario Kart.Do you automate anything in your personal life? If so, I’d love to hear about it, and we might be able to feature you on the Zapier blog!
Last Updated: 05-27-2021UpdateThere is now a 3rd option for accomplishing this: Looping by Zapier!Looping by Zapier was built with some of the issues in mind that could crop up using a Code Step, like not inputting Line Item data with null values properly. It works similarly to the Code Step below behind the scenes, but has some nice bells and whistles, like Line Item support and more.You can read about it here: https://zapier.com/help/create/other-functions/loop-your-zap-actionsYou can add it to your Zaps by searching for Looping by Zapier as the app when adding a new Step.IntroSometimes we want to run an Action or set of Actions more than once in our Zaps. Today I’d like to show you how we can do that if the number of times we want to run that action is variable. In the world of programming, we can create loops that run a bit of code once for each of a set of values. We can do this in a Zap as well. If you don’t know how to code, that’s ok! It’s my hope that with this guide, you won’
Hey everybody! This week I’m going stay surface-level on a workflow that could really get into the weeds, in the hopes that it inspires you to try it out :) The ChallengeAnyone who creates written content can tell you that it can be quite time-consuming and take a lot of time to do it well. So when it comes to sharing that content on social media it’s easy to do the bare minimum or to not do it all. What if you could automate it, and stand out in the process? The SolutionI’m going to show you how to:trigger on your blog posts, wherever you’re creating it shorten the URL into something nice and memorable create a nice featured image populated dynamically with blog post data and that short link share it across whichever social networks you use.Let’s Jump in!Trigger (WordPress, Ghost, Medium, RSS Feed, etc)There are triggers on new posts for WordPress and Ghost, and for Medium you can use RSS by Zapier (more info on Medium feeds here). This part is pretty straightforward.Shorten the URLZa
When leads come in, does your team have a process to distribute them so all your prospects are given the attention they need to turn into customers? If you’re not using a centralized CRM, it’s probably a tough system to manage.Matt Jackman wrote about a way to use Zapier automation to give your team the benefit of an automatic lead distribution system without needing to invest in a costly system until you know you need it. Using a form app, spreadsheet, and email platform, you can be sure that incoming leads are always sent to the right person—without anyone having to step in to send things along.See how Matt recommends getting started with lead distribution.
Lately, I’ve had quite a few people write in to support with very long Zaps where they are performing the same formatting step over and over, except on different fields. For instance, they might have 10 different names come in all at once, and they want to make sure each name is capitalized properly, so they have 10 different formatter steps, 1 for each name.That might seem like the only answer, but there’s a much faster, easier, and task-saving way to do this! If you have 4 or more fields that you need to do the same formatting step on, then we can follow a workflow like this:Convert all of those fields to Line Items → Perform the formatting on those line items once → Convert them back to textThis works because (almost) all of our formatters support line items, and will perform the same function on each item individually. So we can pass as many items to a formatter as we want, as long as they’re line items, and it will only take 3 tasks when the Zap runs.I could spend a whole post jus
Hi! Deb here, from the Zapier blog. Our staff writer Justin wrote an article this week about newsletters—specifically, how to enjoy them without cluttering your inbox.How to read newsletters without clogging up your inbox One of the suggestions he offers is using Zapier to send newsletters to your read-it-later-app. It’s super simple. You use Zapier's RSS integration to automatically save newsletter articles to whatever app you already use. Here are some Zap templates you can use to get started.Save new RSS items to Pocket Add new RSS feed articles to InstapaperYour inbox is a personal place, so it’s worth using automation to keep it that way. Do you have any other tips for keeping your inbox clean? Let me know, and we might feature you on the Zapier blog!
Hi! Janine here, one of the editors of the Zapier blog.As a writer and editor, I’ve had a lot of experience with using social media to promote content and listening in on it for feedback from readers or to pick up on conversations that I might want to write about. (The listening strategy once landed me an interview with Jim Gaffigan where we talked about pastry. Apologies in advance for the way that article shows up on the website.)Pastry and comedians aside, social media is a powerful tool. It helps you get the word out about your business and lets you listen in to what your customers and prospects have to say about your business or your industry. If you’re only using social to push messages out about your brand, you’re missing out on half the value of being on those social networks. That’s where social media monitoring and brand listening comes in.You can set up specific feeds and searches for your social networks and we’d definitely recommend connecting those with apps like team cha
I asked some Zapier Certified Experts for some advice on how to decide which apps to choose when integrating via Zapier and here’s what they had to say.The ContributorsNathan Weill, Founder, Flow Digital Troy Tessalone, Automation Consultant, AutomationACE.com Andy Carruthers, Zapier Certified Expert Jimmy Rose, Founder, Content Snare Checking The App Integration Details Page on Zapier Firstby Nathan WeillWhen asked “what do you look for when you’re evaluating apps for integration (for yourself and/or clients)”, Nate had this to say:I’ll go even further, when evaluating a new tool, the first thing I’ll check is what type of Zapier integration does it have? With a tool like Pipedrive, with dozens of triggers, actions, and searches, I know I’ll have an easy time creating automation. On the other hand, a tool like Brivity, with a single trigger and a single action, I know it can be difficult. About NathanFlow Digital is a boutique, NYC-based agency that focuses on helping businesses revam
Hi! Deb here. On the Zapier blog, we write a lot about the best apps to use for different tasks at work and in business. Slack and Microsoft Teams are on our list of the best team chat apps, and in a category with so many big hitters (Google Chat and Discord are both on there too), it’s very likely that you’ll be trying to communicate with people who’ve chosen a different app.If you work for a business whose clients use a different chat app, you might be tempted to revert to email (oof). But as it turns out, Slack and Teams can play nice. You can connect the two with built-in integrations, Zapier workflows, or full interoperability. Click the link below to learn more.How to communicate with businesses that use a different chat appDo you integrate Slack and Teams? Let me know how in the comments, and we might feature you on the Zapier blog!
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!
Hello! Janine from the Zapier blog team here with a few tips for you from one of our recent articles.Facebook Lead Ads are popular, and with good reason. They’re mobile-friendly, easy-to-use, and let you reach highly targeted demographics.As with any ad spend, you want to get the most out of your campaign. That’s where these tips come in. Learn how to use Zapier with Facebook Lead Ads to:Track leads in your CRM without exporting and importing data Get customized alerts for new leads so you can respond quickly and with the right information Nurture new leads with personalized automatic emails Generate custom deals and packagesHow do you automate your ad campaigns?
The ChallengeThe Zoom integration for Zapier does not have a New Meeting Registrant trigger, which lots of people would love to see. We have a open feature request for it, so if you’d like to be added to that please let us know in the comments below.One ApproachZoom can send a notification email when someone registers for a meeting, and we can use that email to trigger a Zap (either directly using the email app or by auto-forwarding it to something like Email by Zapier in order to trigger instantly).NOTE: Yes, there are ways to parse the data using something like an email parser, a code step, multiple Formatter steps, or RegEx (maybe someone will comment on this post with that info), but since getting the data into Google Sheets is often a final destination for users, I opted to go that route. Some Zoom CaveatsThis requires a licensed Zoom account, meaning that free Zoom users aren’t able to set up those notification emails. The meeting you are enabling registration for cannot use your
Hi! Deb here, from the Zapier blog. We recently published a piece called 10 mistakes you’re making as a startup employee. Tip #1? Letting a small budget hold you back. The author of the article recalls when she asked her boss for more resources (or more people) to help with everything she needed to get done. Her boss promptly gave her a Zapier login, and the rest was history. So here’s some small budget inspiration for you. If you’re feeling like you need a new tool to get going on those big ideas, try this.First, see if there’s something you can automate. If not, figure out if you already have a tool that can do the job. Then, see if there’s a free version of a tool that might help. Make the most of those free versions (for example, Dropbox and Todoist). Read about how one small business owner did social media, brand awareness, and content marketing without a budget—you might get some ideas.Have you figured out a way to do a lot with a small budget? Drop your tips in the comments, an
Hi! Deb here, from the Zapier blog. We don’t always see eye-to-eye on our team (there are some among us who even like cats ), but there is one thing we can agree on: you should never be embarrassed of a productivity system that works for you. We all use random apps for random purposes, some of us use Post-its or scrap paper, and others even use their brains (brave, I know).Our staff writer Justin has taken this productivity personalization one step further: when he couldn’t find a journal app he liked, he built his own using Zapier. He recently wrote a piece for the blog about building your own software—using Zapier in some cases, but also just by tweaking your existing apps to make them the right tools for the job. Check it out.Stop paying for software you can build yourselfHave you built a productivity app for yourself or tweaked an existing one? Let me know in the comments, and we might feature you on the blog!
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
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
Hello! Deb here, from the Zapier blog. This week, our staff writer Justin published an article on how to edit a Tweet. How to edit a Tweet: The secret Twitter doesn’t want you to knowYou’ll have to read the article to get the inside scoop, but one of the suggestions Justin makes—something he’s started doing for his own questionable Twitter account—is using a social media management tool. It’s usually something businesses use to schedule their social content ahead of time, but Justin’s been using it to give himself time to ruminate on things before sending them out into the world.Are there any made-for-business tools that you’ve adopted for personal use? Let me know in the comments!
Hi! Deb here, from the Zapier blog. A lot of our readers relied on Google Cloud Print for automating their printing. But now that it’s met its fate, you might be looking for other options. Our staff writer Justin did some digging and came up with a few options.Google Cloud Print is no more—here's what to doRight now, we have one main suggestion for a Zapier-connected alternative: ezeep Blue. With that app, you can do things like automatically print email attachments or automatically print all documents moved to a particular cloud storage folder.There are also some other workarounds, like this one suggested by a Zapier community member.If you have any other suggestions for GCP alternatives, let me know here, and we might update the article to include it. Thanks!
A lot of users ask whether it’s possible to append data into a field instead of overwriting existing data, so I thought I would break that down a bit. Luckily, when it is possible, it’s not actually that difficult to do.First, let’s look at some examples of when you might want to do this:you’ve got a CRM and would like to record each time a customer purchases something from your online store you have a Description or Notes field in your app and want to add to it instead of replacing the existing textBefore jumping into the details of how to accomplish this, I do want to offer a couple of caveats. The way we do it is by first looking up whichever item you want to update, so if the app integration doesn’t have a search action that supports that, I’m afraid you won’t be able to use this workflow. And you’ll also need an Update action (as opposed to just a Create action).ExampleIf you wanted to update a Description field for someone in your CRM, you would need something like Find Contact a
Hi there—it’s Deb, from the Zapier blog. We’ve published a bunch of content on the blog recently about PR—everything from how to prepare for interviews to how to navigate a successful PR campaign. Angel Lawery is a PR specialist who works to get her clients noticed, and she wrote about her suggestion to automate part of the PR process. Of course, PR is all about relationship-building, but in order to make those connections, you need to be available whenever people reach out. So Angel suggests setting up a press page, including a contact form and even a scheduling tool, and then saving all the email address you collect—automatically.An automated PR process can help avoid missed opportunitiesWhat other parts of your PR process do you automate? If you have a tip, we might be able to feature you on the blog!
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