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Featured Articles

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

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How we automated the replacement of hundreds of images in the Zapier Co...

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Replace Blank/Empty/Null Values in Array with Default Value Using Code

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Janine_AndersonZapier Staff

published in Featured Articles

Automatically add contacts to your CRM or email marketing platform

Hey, folks! Janine from the Zapier blog team here with another tip for you! If you’ve ever thought “I’m spending too much time logging info in my marketing platforms,” I’m here to help you out.I know, keeping a CRM or email marketing platform up to date can be a chore. You’ve got to get contacts from wherever they’re coming in—website forms, lead ads, purchases, and more—and make sure they’re added to the systems that your sales and marketing teams use to communicate with prospects and customers.If you’re still copying and pasting things or working with cumbersome CSV downloads, it’s time to find a new way. Zapier lets you send things from one system (where your contacts fill out their information) to another (where you store that info and put it to work) without anyone having to do anything. Learn how to automatically add contacts to your CRM or email marketing platform so you can keep your efforts focused on working with your contacts rather than managing them.Let us know if you do s

Liz_RobertsCommunity Manager

published in Featured Articles

Zapier meetups are happening & you're invited!

Ever think “Sure would be great to learn and meet up with other folks who are just as enthusiastic about automation as I am...”? Well get ready because Zapier Meet Ups are HAPPENING! ⚡🙌🏽⚡🎉⚡💥⚡The Automation After-Hours Tour kicks off this summer! 🙌🏽Click here to see where we’re heading and to register before seats fill up!

jesseCommunity Manager

published in Featured Articles

Prompting basics: get quality responses when interacting with AI.AI

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

SamBCommunity Manager

published in Featured Articles

How to extract text from a Google Doc using a webhook

Hey folks! I recently came across a topic in community that asked whether it was possible to take the text from a Google Doc and put it in an email. In the topic it was noted that it is possible to get the text, but that’s only when using the New Document or New Document in Folder triggers for Google Docs.Depending on your workflow those may not be triggers you want to use. And unfortunately the Find a Document search action doesn’t output the content of the file so you can’t access the content from there. Which got me thinking, is it possible to use the file that’s returned from the Find a Document search action and somehow extract it via a Webhook? Well, as it turns out, it is! 🙂Find the File Create the webhook Remove any unwanted characters Wrapping upFind the FileSo how do we do it? Well first we need to set up a Find a Document search action to locate the file we want to extract the text from. To do that you’ll want to select the relevant Folder and enter the name of the file we’

nicksimardCommunity Manager

published in Featured Articles

Use OpenAI with Zapier to parse an email (or other data)

If the following situation sounds familiar to you, then this article is for you.You have a webform that can send you notification emails that contain all of the details of the form, in a format like this:First name: FredLast name: FlinstoneEmail: fred@flinstones.comPhone: 206-555-1212Company: Rock UWebsite: rubble.comComments: "Please get back to me as soon as you can, I really want to make some money!!!!"But what you need is to get each piece of info from that email into its own field in your app of choice (CRM, eCommerce, etc).Before OpenAIPrior to this technology, we likely would have recommended one of the following:An email parser app (like Email Parser by Zapier, Mailparser, etc) A code step to process the data from your email Multiple Formatter steps to extract what you need (maybe RegEx?)None of these options are anywhere as simple as what I’m about to show you. One of our Zapier Experts, Troy Tessalone, alluded to this method in this post, but I’m going to expand upon it a bit

DanversCommunity Manager

published in Featured Articles

The Zapier Google Chrome Extension - trigger Zaps without leaving your browser

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

nicksimardCommunity Manager

published in Featured Articles

How to get data in (and out of) Zapier when the app doesn't have an integration

We can call this the Workaround Wednesday edition, since I’m going to cover a few things to consider when you need to get data into Zapier but the app you’re using doesn’t have an integration. Or, maybe they have an integration but it only has actions, and not triggers. There may actually be an invite-only app integration Before we get to the actual workarounds, I thought I would mention that just because you don’t see your app in our App Directory, that doesn’t necessarily mean that one doesn’t exist. Often times, apps have what we call invite-only integrations, where you need a special invitation link in order to use it. Ways to check whether there’s an invite-only integration: Ask the app creator directly: there’s no harm in reaching out to the company to see if they have an integration that is invite-only, and would they mind providing an invitation link. Do an Internet search: you can always go to your search engine of choice and type in “[name of your app] Zapier integratio

Liz_RobertsCommunity Manager

published in Featured Articles

Member Spotlight: How Mohamed Swellam automated employee onboarding

Scenario: Growing your sales team by 400% 🙌🏽 but onboarding them manually.😖Solution: Create a ⚡50-step Zap⚡ to automate the employee journey from interviewing through onboarding to receiving commission. Certified Zapier Expert Mohamed Swellam (Founder of GeekyAir.com) shares how he did just that, helping his client massively scale their sales team and generate more revenue. ----------------------------------------------------Hi Moh! Starting off, why did this client seek your help?They were challenged with their overall employee onboarding process in addition to creating/sending out invoices. It was completely manual and unsustainable. They knew there had to be a better way. Manual steps were causing a lot of costly errors. This particular client had 20+ sales reps working during the summer season but he wanted to scale to 100 employees by end of year. “Can you imagine the headache of obtaining 100 employees’ bank details manually in order to pay folks? Calculating the commission s

TimSCommunity Manager

published in Featured Articles

How to run multiple Zaps from one trigger

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

nicksimardCommunity Manager

published in Featured Articles

How to add files to specific Google Drive folders based on the current month

The ChallengeI want to automate scanned expenses receipts.The folder structure:expenses inbox 2020 1. Quarter 01_Jan 200105_expense.pdf 2. Quarter 3. Quarter 4. Quarter My desired workflow:The file with the naming structure YYMMDD_expense.pdf gets added to the expenses inbox folder. A zap would look for the right Year, Quarter and Month and move that file into that folder.A Proposed SolutionOne way to tackle this is to use a Lookup Table (more info) to output the proper folder, depending which month the Zap is triggering in. Then you can use a Formatter step to get you the YYMMDD format, which you can use as the title of the PDF.The tricky thing about lookup tables is that the incoming value has to be an exact match, so you’ll need the date to show you just the month — the Formatter can do this. NOTE: You can use any format (Jan, January, 01, etc) as long as what your Formatter outputs matches the value in your lookup table. This will make more sense as you keep reading belo

Liz_RobertsCommunity Manager

published in Featured Articles

ZapChat: Erika Satterfield

We’re so excited to introduce you all to Erika Satterfield, Sr. Customer Success Manager at Zapier!Erika originally began as a Zapier Customer Champion before joining our Success team as a founding member! She knows the Zapier product in and out with tons of suggestions on how folks can get the most value from their workflows.⚡Oh and she has excellent taste in music too! Check out her workday playlist.🎧

laurieZapier Staff

published in Featured Articles

Create your own fields with Named Variables

Have you ever had a Zap that sends a big block of information that you wish you could break apart into separate fields? It turns out you can do just that! I’d like to introduce you to a little known but very powerful Zapier tool called named variables.Named variables allows you to format your text in a way that when the Zap runs, this text will be separated out and sent as individual fields. The key to using this function is entirely in the formatting of the original information. This tool is particularly helpful when you have a big block of text that comes through your Zap in one field, but you’d prefer to use the information in that block of text in different fields in your action step. If we were to send that text formatted with the named variables formatting, the Zap will know to create a separate field with that field name and send through the value in that field.Let’s look at an example. You have a form on your website that sends you the responses via email. You’d like to add the

chanelleCommunity Manager

published in Featured Articles

Zapier's newest apps & what they doNews

Get ready to level up your productivity and simplify your life with some awesome new apps. 🙌 Whether you need a note-taking app, a calendar app, an eCommerce tool, or help with marketing, we've got you covered. These apps are game-changers, so get ready to revolutionize how you work and connect. Let's dive in!Reflect -Reflect is a handy app for taking notes that helps you remember and organize your ideas, favorite books, and important meetings. With Reflect, you can easily jot down your thoughts, attach labels for easy sorting, and connect related notes to form a personal knowledge map. It also allows you to collaborate, share your notes, and stay updated on your development.Zcal - Zcal is a user-friendly calendar app designed to keep you on top of your schedule. It allows you to effortlessly create and handle multiple calendars, personalize calendar links, receive introductions from people, and even include personalized videos. Zcal alleviates the stress of double-booking, again!Elfs

TimSCommunity Manager

published in Featured Articles

How to post a Google Sheets Chart as an Image to Slack (or any app)

Hi there! Tim here from Zapier Support with another workflow idea for you :)BackgroundI recently had a customer write in with a request: Once a week, they wanted to post a chart from a Google Sheet to a Slack Channel to keep everyone in the loop on the recent progress their team had made. The problem? There’s no “Get/Lookup Graph” type of Action or other way to pull that in. The SolutionGoogle Sheets and Google Docs both have a neat feature called “Publish Document” that let you create a link to a version of your document or a specific part of it. You can make spreadsheets and documents available as downloadable CSVs, PDFs, Microsoft formats, and more.Once published, the “published” version will be updated at least every 5 minutes to reflect changes in the source document. Anyone with the link can access the published version, but can’t make changes to the original. The link is long and complicated, essentially serving as a password so that it is virtually impossible for someone to fin

DanversCommunity Manager

published in Featured Articles

Using OpenAI to categorize text: a beginners' guide to using Search EmbeddingsTutorial

If you’ve been tinkering with the OpenAI Zapier integration, you may have come across the ‘Search embeddings’ action. This article covers the fundamentals of what embeddings are in AI and explains how to set up an OpenAI Search Embedding step in your Zap. In simple terms, embedding in AI compares how similar two (or more) pieces of data are to each other. For example, the word “dog” and “wolf” would both be closely related to the word “canine”, but if the embedding we use is “pet” then dog will be a much closer match. Embedding is commonly used in apps to do things like compare your search question to useful answers or show you products that might be relevant to other things you’ve looked at. If you want to learn more about the theory behind embeddings, I found this video really helpful: Using Embeddings with OpenAI in ZapierIn Zapier, you can add text as the input of an embedding step and ask the action to compare that a list of categories. The input of the action is called the ‘Query

ClintEmsleyZapier Staff

published in Featured Articles

How to extract a single line item regardless of number or order of line items

Hi everyone,Clint here, from Zapier support!I’ve been meaning to write some guides for interesting workflows we’ve developed in support to solve some difficult issues. Today I want to share a formula that lets you pick a specific value from a set of line items, even if you’re not sure of the order or number of line items that are going to come in.Let’s say you’re triggering on a new purchase, maybe from Shopify or Square, and you’re getting some of the data as line items. You need only one of those line items, like a specific piece of metadata about a purchase, the shipping cost, or additional fees. But! Sometimes there are 3 line items, like this: And sometimes there are more, or they’re in a different order: How would you get the Shipping fee out of both of these using a single step? You can’t say “always give me line item 2” or “always give me the last line item” because they’re not consistent enough for that.Luckily, that’s where this formula comes in: That looks like a bit of a me

chanelleCommunity Manager

published in Featured Articles

Community recap: AprilNews

Wondering what you missed for the month of April? No worries, I’ve got you! 👇Product Updates Zapier's newest product features: automation your team can count on Over the past few months, we’ve released numerous highly-requested product features. Many of them enable teams to build and manage Zaps more easily. Look at the new features that empower teams to create, keep track of, and control mission-critical workflows—at scale. Workflows & Workarounds Automate Notion Relations with Zapier This tutorial shows how to use the Notion API with Code by Zapier action as a workaround. It walks through a hypothetical scenario where a contact form sends a webhook to Zapier, which adds the submission to the Submissions database in Notion and relates it to the Countries database. The tutorial explains how to generate a token, create databases, add an integration, and create a Zap. The Zap consists of four steps, including receiving the webhook, creating an item in Submissions, finding the count

DanversCommunity Manager

published in Featured Articles

Can't publish Zaps and other issues with the Drafts feature: some workarounds and advice

Last updated 4 Aug 2022 First of all, I know that for some of you Zap drafts have been a very frustrating experience and I’m very sorry. The engineering team know that you are running into issues and are working to fix them as soon as possible. Secondly, some of the difficulty that users have had publishing drafts are due to the buttons and instructions being confusing, we’re also looking into ways of improving that. If you are having trouble for any reason, please contact the Zapier Support team using the Get Help form. There are different reasons why the Drafts feature may not be working as you expect, and sending a message to the Support Team means that: Our Customer Champions will look at your Zaps and their logs to see if there’s anything that we can do to help you right now The Support Team can log any and all issues with the drafts feature, which helps the Engineering team to understand what issues our users are having and to how to prioritize fixing them UPDATE 26 MAY 2022One o

erinozZapier Staff

published in Featured Articles

How to filter a Google Calendar event trigger for a specific attendee

Hi there, this is Erin Oz from the Zapier Support Team with a workflow idea to share. Have you ever wanted to trigger on a specific calendar event in Google Calendar, but only in cases where a specific person is attending the event? For example, let’s say you’re an executive assistant, and you want to trigger on all Google Calendar events that the executive has marked “attending”. Or, let’s say you are working from a shared calendar and only want the Zap to trigger on events you are attending!You can use a Code Step to search the list of event attendees for your target email address, and add a filter that only allows the Zap to continue if that person has marked “attending”.ExampleI've created a code step solution that will find a specific attendee by email address and return their response. Start by mapping the Attendees Email and Attendees Response Status fields from Google Calendar as values into keys "attendeesEmails" and "attendeesResponses" as shown below:Then copy and paste thi

nicksimardCommunity Manager

published in Featured Articles

Automate Notion Relations with Zapier

Hey automators! I’ve got something special for you today :)This content was originally created by William Nutt, the Notion expert behind Notion VIP and Notion A-to-Z. See the original post, Automate Notion Relations with Zapier, and companion video.With his permission, here’s his blog post. Be sure to check out his blog as well.Zapier is essential to architecting a cohesive and streamlined system with Notion. It powers automations and integrations with other apps. But a persisting limitation is Zapier’s inability to update Relation properties. As a workaround, we can directly access the Notion API with the Code by Zapier action.Let’s walk through the configuration with a hypothetical scenario. Members of Notion A-to-Z enjoy access to the functional demos and Zap template. If you’ve yet to join, we’d love to have you onboard.For this tutorial, you’ll want to have an existing Zapier account and basic familiarity with Zaps, including the Webhooks by Zapier trigger.The ScenarioAs a framewo

chanelleCommunity Manager

published in Featured Articles

Zapier wrap-up: AprilNews

It's been a while, Automation Heroes! 👋 We've got some news that we can't wait to share with you. We have plenty to explore, from new apps that have joined our platform to new features that make your favorite integrations more efficient. So, whether you're a long-time Zapier user or just starting, you won't want to miss this. Let's dive in and see what's new! Updates: Buffer - Social Media Marketing Launches: Reflect - NotesZcal - Scheduling & BookingExplodely - eCommerceElfsite - Forms & Surveys Ocoya - Social Media MarketingWebinaris - Webinars Ninetailed - Marketing Automations Want to know more? Check out our recent blog post!

WemakefutureZapier Expert

posted in Featured Articles

New API endpoints on 1SaaS

Hey Zapier enthusiasts! 🎉We have some exciting news to share with our incredible community. We've just published new endpoints that you can now access and integrate into your workflows! 🚀To make things even easier for you, we've compiled all the necessary details in this user-friendly Airtable link. It's a one-stop shop for everything you need to know about these fresh additions. 🌟We can't wait to see what amazing things you'll create with these new endpoints. Be sure to share your success stories, and let us know if you have any questions or need assistance. Remember, we're all in this together, and we're here to support each other in our Zapier journey. 💪Happy Zapping, folks! 🤖Best regards,1SaaS Teamhttps://www.1saas.co/

TimSCommunity Manager

published in Featured Articles

How to stop duplicate Triggers from running your Zap

Mod Edit: 03-18-2022Hey folks, it’s Tim here from Premier Support with another Workflow for you!Triggers should only trigger once per new record, but sometimes it’s possible due to a bug or a missing feature for a Trigger to fire more than once for new records, and that may not be what you want.If you run into a problem like this, please reach out to support so that we can investigate further, but if it can’t be fixed right away, there are a few workarounds that we can use to create supplemental “deduplication”, the process of keeping track of which records we’ve seen before.Google Sheets & AirtableOne way to do this is to set up a Google Sheet or Airtable with one column called id where you can keep track of the unique id’s of the records that Trigger the Zap.In your Zap, right after the Trigger:(Optional) If the Triggers fire very close together, you may need to add a Delay After Queue Step of 1 minute to allow time for the other steps to process. After the optional Delay, add a

JaredZapier Staff

published in Featured Articles

How to Trigger for ALL Changes to a Trigger Column in Google Sheets (Sheets Last Modified Timestamp)

In Zapier - all Polling and Hybrid Triggers use a process called Deduplication to ensure we only trigger for new records added or updated after the Zap is turned on.For Google Sheets New or Updated Row Triggers - this means we will only trigger the first time we see a value in the Trigger Column.Let’s assume in my Sheet below - that the Email Column C is my Trigger Column. In my Zap it would look like this - where Email is configured as my Trigger Column. So what will happen when we turn this Zap ON?First - if we add a new row where Email is Blank - the Zap will trigger - since it triggers for all New Rows.The Zap will trigger for Row 3 below - even though the email column is blank. We can always add a Filter at step 2 if we only want the Zap to continue only for specific values or when the Email value exists.Once the row is on the Sheet - if we change the value to cell C3 to “jaredzapier+2@gmail.com” - the Zap will trigger - since it’s the first time we’ve seen the value of “jaredzapi

erinozZapier Staff

published in Featured Articles

How to manually map fields that do not appear in the sample data (aka "custom pill mapping")

Hi all, this is Erin Oz from the Zapier Premier Support Team with a tip for creating custom “pills” to map fields in Zapier. Background InfoSome apps have a hard-coded sample that is retrieved when creating a new trigger. In apps that allow custom fields, this can lead to a situation where the custom fields you’d like to use later in the Zap’s action steps are not shown in the sample. This often leads to placeholder errors, because the field sent in a live call is different than the field mapped from the sample. ExampleFor example, let’s say your trigger pulls in a default sample that shows an Address field:(view larger)You build your Zap, and you map the Address to the destination field in your action step. (view larger)But in your live form, the address field is called “Street Address”. When you turn your Zap on and it runs, you’ll see a placeholder error: (view larger)This can be confusing, because the address field present in the sample was mapped! In this case, the problem is that

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