Read about creative workflows, awesome app tips and interesting use cases.
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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!
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
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!
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!
Today’s workflow is a bit of a quirky one. We’re pretty huge users of Slack here at Zapier. It’s not uncommon for something to come up in a message, or buried in a thread, that I want to refer to later. I’ve built Zaps that create to-do items in my task management app du jour, and that has worked alright (maybe that should be a Workflow Wednesday post itself). But here’s something a little different.The BackstoryI came up with this one sort of by accident. I was looking through Slack preferences, seeing what I may not have come across before. That’s when I saw this:We don’t really use email that much at Zapier, and certainly not enough that I’d want to send those into Slack (though I may use this for the Slack instance that my wife and I use). I tested it out and this is how it appears in Slack:My Quirky IdeaI thought…what would it be like to add a reaction to a Slack message then send an email to that unique Slack address, including the message (and a link to it) in the email body, an
Hey, Community!When I was in high school, someone hacked my dad’s business website. The general site infrastructure was still there, but the entire thing was in a language we didn’t understand and couldn’t easily identify. He ran a manufacturing plant, and the website wasn’t part of his day-to-day tasks. I remember having the distinct impression that no one really knew exactly how long the site had been taken over before they caught the changes and started working on a fix.If that sounds like your worst nightmare—even more so these days, because of how the web has become many businesses’ front door—check out our tips for how to use automation to protect your site and improve your digital security.You can add automation to your security systems to help you back up content and important documents, securely store passwords, actively look for weaknesses, monitor for fraud, and add encryption to your workflows.And if you’d like a deep dive on how one company uses automation to support SOC2
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
Hello! Deb here, from the Zapier blog. If you’ve read any of our blog content, you know we’re kind of obsessed with to-do lists. That means we keep our eyes out for big changes in the category. This week, Todoist announced some changes to their free plan, and our staff writer Justin outlined what you need to know.Todoist's free version is now limited to five projects—here's what you need to knowJustin offers some workarounds if you want to stay on the free plan but are running into your project limit. He also outlines all the new benefits of the free version. The good news: integrations are still free, so you can continue connecting Todoist to your other apps with Zapier. Here are our suggestions for the best ways to automate Todoist.
Hi! It’s Janine from the Zapier blog team. We published a great piece this week from Paulina Karpis at brunchwork, outlining a quarter-by-quarter plan to take your idea to your full-time job within a year.She outlines the steps she went through and gives actionable advice for what to think through at each stage, from market research to MVP to marketing and beyond—and she shares the ways she used automation to help her accomplish this.Side hustle: From idea to full-time business in 1 year I love her advice. It’s practical and direct, and is rooted in her own experience. For many, turning a side hustle into a full-time company remains a pipe dream. But I'm here to tell you: With the right idea, with focus and determination, and with a solid plan, you can do it. All you need is a year.
I was perusing the Trello Community and found someone looking for the following: I provided an answer there, which you can check out. In this post I’m going to provide a more detailed walkthrough, with screenshots :)What challenge are we solving?The idea is to search a subset of Trello boards for a card before looking on another board. In this user’s case, there are 5 boards to search before finally looking on a Sales board (if nothing was found on those other boards).There are various ways to approach this, including having a monstrous Zap with multiple nested paths (which is not ideal). Here’s how I tackled it.What are we building here?I’m using 2 Zaps that will run at the same time, triggered by the exact same thing.Zap 1When triggered this Zap will use Looping by Zapier to do the following:Use a comma-separated list of Trello board IDs to search for cards in each Check a filter to maker sure that a card was found, before moving on to... Add the card ID to a key in our Storage app
Hello! This is Deb at Zapier. One of my favorite pastimes is having big plans to start a new habit and then never, ever starting it. Note-taking is one of those habits.I’ve always wanted to be a note-taker. I have an atrocious memory, and taking notes would likely help with that, at least a little. Plus, I’m generally super organized, so it feels like a good fit. And yet—I have a few sticky notes lying around, and otherwise, I’m note-free.Once in a while, I read something that makes me want to change that. Chris Thomas, content marketer at Talkative, wrote a blog post for us about how he finally stuck to a note-taking (and note-reviewing) habit, and it brought me back to that “I should totally takes notes!” mindset. Maybe this time’s the charm?5 tools that improved my note-taking and changed how I learnPart of the deal is that you automate the process. Make sure all the notes you take end up in one place, and then set up automations that remind you to review your notes. Our staff write
Hey, folks! Janine from the blog team here. Last month, we published an article by a Zapier user who found a way to use automation to run a successful marketing campaign with a small budget. Rather than thinking about tasks Pawel Sheffler used Zapier to create processes. One Zap took a lead generation form and sent an immediate follow-up email and then reached out automatically a few days later to get feedback about the downloaded resource. He also created a system to nurture leads who came in through webinars, sending reminders, post-webinar follow-up, as well as longer term outreach.Read about how they did it: How Zapier helped us save thousands of dollars on our marketing budget.
Hi there! This is Deb, from the Zapier blog. As the possibility of real vacations gets closer, it’s good to start thinking about how you’ll prepare for any upcoming time off. Because the point of vacations is to not be stressed about what’s happening at work. Our staff writer Justin put together a list of 5 things to do before going out of office, and it’s mostly about making sure your apps (and Zaps!) are in order.5 things to do before going out of officeOne thing I’d never thought of was making sure all Zaps you don’t need are off before you leave. You don’t want to come back to a bunch of automated Slack messages or to-dos that are no longer relevant, so make sure you turn those puppies off before you head out. Just don’t forget to turn them back on too.What did we miss? Are there any Zaps you rely on for out-of-office time? Let me know in the comments!
Hi there! Tim here from the Zapier Support Team with a workflow idea. Background A common thing to do in Zapier is to search for a row in a spreadsheet based on some value. For example, we could search for a customer by their name or email address. But what if what if our search data is only a fragment of what is stored in our spreadsheet, but we still want to find the row. For example, what if we want to search a set of names but we sometimes we have a full name to search with and sometimes we don’t? What if the capitalization doesn’t perfectly match? We can successfully find the row by doing a “Fuzzy Search”. A Fuzzy Search in this case is where we look for instances where the search term and cell don’t exactly match, but the cell contains the search term. This isn’t supported in the Google Sheets App (we are tracking requests for this feature for Sheets, so let us know via our Support Contact Form if you want that). Google Sheets will only return exact matches for now. I was
Hey there! Janine from the Zapier blog team here with an article to share, and a question for you. Spreadsheets are popular with Zapier users, and for good reason. They’re great for tracking information, organizing different data types, collecting resources, and analyzing progress. (You can be even more creative and use them as to-do lists, a browser homepage, and even for games.)We recently published an article about how to automate spreadsheets with Zapier, so that information automatically flows into or out of your worksheets. But our ideas aren’t always the best ideas, so I wondered how you use spreadsheets with Zapier? What’s the best spreadsheet Zap you’ve got, or is there something you’ve always wanted to make work but haven’t been able to figure out?
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 interested in my course (I’m looking for “Yes”). Your use case would no doubt be more complex than this.Action (optional): SMS by ZapierWe’ll get the appropriate link in the following step, but for now let’s just add this step in and we’ll come back to it.Action: A
Hey, folks! Janine from the Zapier blog team here. One of our contributors wrote a piece recently that highlights the value of setting up automated workflows that can do work in the background.Daniel Dainty shared some of the specific ways he uses automation to handle manual tasks like promoting new posts on social media and streamlining work from a virtual receptionist, that helps him stay focused on his most important tasks.Learn about his journey, and how these Zaps help him run his business.Do you have any favorite Zaps that keep your business on track? Share them here, and let us know if you’d like to have your business featured on the blog.
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