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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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nicksimardZapier Staff

published in Featured Articles

The ultimate guide to uploading Gmail attachments to Dropbox

We get a lot of questions about how to upload email attachments to Dropbox. I thought I’d cover a few of the more common email providers, both with single and multiple attachments. First up in the series, is Gmail. Here we go!Single Attachment Trigger: New Attachment Trigger: New Email/New Email Matching Search/New Labeled Email Adding a Filter Multiple Attachments Trigger: New Email/New Email Matching Search/New Labeled Email What Happens in Dropbox Advanced Dropbox Workflow Formatter by Zapier Move the First File in Dropbox The Filter Method for Additional Files The Path Method for Additional Files Wrapping UpSingle AttachmentWith Gmail, there are a few options for triggering your Zap. They fall into two categories.Trigger: New AttachmentThis one triggers specifically on the attachment itself.This one is pretty straightforward, since you’re provided with a single file, which you can then map to Dropbox like this:Trigger: New Email/New Email Matching Search/New Labeled EmailT

JaredZapier Staff

published in Featured Articles

How to Search or Lookup Multiple Values using Looping and Storage

Looping + Storage The Trigger Data The Actions Step 1 - Looping by Zapier Step 2 - Paths A and B Path A Criteria Path A1 - Find Person in Pipedrive Path A2 - Storage Push Value Onto List Path B Criteria Path B1 - Delay for 1 Minute Path B2 - Storage Get Values from List Path B3 - Filter Path B4 - Post Message in Slack Path B5 - Storage Remove Value Running a Live Test SummaryThe majority of Search steps in Zapier work on a 1-to-1 basis.For example - if we want to Find a Person in Pipedrive by email - we have to put in one (and only one) email address. But what if we need to look up 2 email addresses in Pipedrive?One option is just to add a second Find Person action - and look up one email address per action.That’s a reasonable solution if we always know exactly how many email addresses we’ll need to search.However - if this number will vary - this can get complex.Looping + StorageZapier has 2 built-in tools that can help us do multiple searches for a variable number of items.Looping

ClintEmsleyZapier Staff

published in Featured Articles

Using Paths in Loops to save data in a Digest, and release it on the last Loop

Hi folks! Clint here again with another Workflow Wednesday! This time we’re going to talk about using Paths in Loops to tackle a complex problem.The ChallengeI talked to someone recently who needed to do the following:Loop through a series of line items and add them to a Digest if they met certain criteria Release that digest on the very last iteration of the LoopIf we were doing either of these on their own, a Filter would be enough. But since we need to do both, then we’ll need to use Paths.The SolutionUsing a Path in a Loop is exactly the same as using Paths outside of a Loop - but it’s important to understand how Paths work in the first place.Using Paths is basically like having multiple filters in a single Zap. Every time a Zap with Paths runs, every Path will be evaluated and run if the criteria is met. So let’s say you have two paths:Path A: Only continue if Email Address Exists Path B: Only continue if Full Name ExistsIf the Zap triggers and has both an Email Address and a Full

ElizaZapier Staff

published in Featured Articles

How to Connect Your Zapier Chatbot to Slack for Smart Replies

Want to automate Chatbot replies in Slack while keeping everything organized in threads? With Zapier, you can build a workflow that monitors new messages, generates a Chatbot response, and posts the reply back to the right thread. Here’s how to set it up step by step.OverviewThis Zap does the following:Detects a new message in a Slack channel. Filters messages based on a specific condition (for example, keywords or triggers). Branches into two paths: If the message starts a new thread. If the message is part of an existing thread. Generates a Chatbot reply based on the message content. Posts the reply back to Slack: In the same thread for threaded messages. As a new thread for top-level messages. (view larger)Step-by-Step GuideStep 1: Set Up the Slack TriggerIn your Zap, select Slack as the trigger app. Choose the event New Message Posted to Channel. Connect your Slack workspace and select the specific channel you want to monitor. Disable bot-message triggers to avoid message loops.

nicksimardZapier Staff

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

SamBCommunity Manager

published in Featured Articles

How to segment Facebook Leads in Mailchimp using Paths or Formatter

Today I'm going to cover a couple of different ways to segment leads. First we'll look at how to achieve this with Paths. Then we'll look at an alternative way of using a Formatter lookup table to segment the leads.Option 1 - Using Paths Setting up the Paths Setting up the Mailchimp action Option 2 - Using Formatter (Lookup Table) Setting up the lookup table Setting up the Mailchimp action Further Reading: Wrapping upOption 1 - Using PathsRegardless of which route we choose for this, one thing we will need is a way to identify what tag to add to the lead. For this we'll use the interest a lead selects in Facebook Lead Ads to determine what Mailchimp tag to give them.As you can see, the “What are you interested in?” field on my form has 4 options - Residential Properties, Commercial Properties, Industrial Properties and Land:Each Path in the Zap will be checking to see which of the interests the user selected. First things first, we need to set up a Zap using the desired app and tr

nicksimardZapier Staff

published in Featured Articles

Formatter Features: Line-Item to Text

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

nicksimardZapier Staff

published in Featured Articles

How to Send Photos from iOS to Zaps Using Shortcuts + Webhooks by Zapier

Last Updated November 22, 2024: Updated links to iOS Shortcut and Zap templateBut Why? How To Do It Shortcuts Webhooks by Zapier Wrapping Up Recently, a question popped up in a Zapier user Facebook group and it seemed like a fun challenge to undertake:But Why?You might ask yourself why someone would be doing this? Well, he later elaborated:For this business case, its actually perfect. Taking hundreds of product photos to be uploaded and renamed.Imagine you're taking photo after photo after photo and you'd like to upload those to your cloud storage service of choice, with the name you choose. You could take all the photos then upload them in bulk and rename them. But there may be reasons why it would be easier to name each photo and upload it as you work.How To Do ItWe’re going to combine the automation powers of the Shortcuts app in iOS with a Zap that is triggered by Webhooks by Zapier.ShortcutsHere’s what the Shortcut looks like: Shortcut you can copy: https://www.icloud.com/shortc

DanversZapier Staff

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 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

SamBCommunity Manager

published in Featured Articles

Upcoming deprecations to triggers and actions for migrated apps

As part of the migrations to the latest Zapier Platform some app triggers and actions are being deprecated. You will have received an email notification from us with details of any triggers or actions that are affected. In this article you’ll find answers to common questions and how to see if your Zap is using a deprecated triggers and/or actions.What is a deprecated trigger/action? Why are these deprecations taking place? When will the deprecations take effect? If a trigger is deprecated will the entire Zap break or need to be recreated? Is it possible to see all the Zaps that are impacted by this change? Are there any workarounds for triggers that have been removed completely? Are there any workarounds for actions that have been removed completely? Will these deprecated triggers and actions continue to work beyond their deprecation or can they be reinstated? Can I put in a feature request for a deprecated trigger or action to be reinstated? Will any of the functionality of the deprec

Troy TessaloneZapier Expert

published in Featured Articles

Dynamically Parse URL Query String Parameters into an Object with JavaScript Code

We do our best to ensure that the code in these articles works as advertised, but please be aware that Zapier Support does not officially help with code steps due to their advanced nature. Feel free to comment on the article or ask in the Zapier Community, where we have code-savvy users. How to Configure Here’s how to set up the Code by Zapier step (using the Javascript option): Copy the Codelet url = inputData.url;let base = url.split("?").shift();let querystring = url.split("?").pop();let params = querystring.split("&");let pairs = {};for (let i = 0; i < params.length ; i++) { let key = params[i].split("=").shift(); let value = params[i].split("=").pop(); pairs[key] = value;}output = [{url, base, querystring, params, pairs}]; The ResultsAnd here is what the code step will produce: Contribution by Troy TessaloneTroy is a Certified Zapier Expert who automates workflows with no-code and low-code apps to help clients save time and make money.

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’

laurieZapier Staff

published in Featured Articles

Don't be afraid of the lookup table

Last updated Nov 4, 2024: Updated images.The lookup table is one of my favourite tools in the Zapier toolbox. With this function, we can easily take information that comes to us from one app and transform it into corresponding information that we can send to another app.For example, let’s say you have an e-commerce store and you want to add each purchase to your accounting software. The problem you’re running into is that the SKUs you’ve set up in your store don’t match the product IDs in your accounting app. How do you make sure your purchases get recorded correctly?This is where a lookup table comes in handy. By creating a table that matches each SKU with its corresponding product ID, we can send each purchase on to your accounting files without having to worry about missing information.Think of the lookup table like the directory at your doctor’s office. You know your doctor’s name, but you don’t know which office they’re in. You head to the information desk and give your doctor’s n

Lionel_SelieZapier Staff

published in Featured Articles

Ever wondered how to set up a round-robin in a Zap?

Or perhaps, you’d like to learn what a round-robin is? Then keep on reading!Every once in a while, we get a support request to help them with set up a round-robin Zap. While there are some resources scattered around, I wanted to help provide a robust solution that everyone can implement—without using external SaaS apps.Bonus! There is a shared Zap linked below, so you can start building out a round-robin Zap, right away.First, here is what makes a round-robin possible:These are the steps we’ll need:Storage by Zapier > Increment Value Formatter by Zapier > Numbers > Spreadsheet-Style Formula Formatter by Zapier > Utilities > Lookup TableThe breakdownIn order for the Zap to keep track of how many times it ran, we’ll want to instruct the Zap to keep a record. This can be done with an increment-value step.For the key, I used “roundRobinKey” but you can choose something of your liking as well (you’ll want to click in the “Key” field and manually type out the name of the key).

JaredZapier Staff

published in Featured Articles

How to Update Custom Fields on an Asana Task

Do you use Asana for Project and Task Management?Do you have Custom Fields on your Asana Tasks?If so - you might have noticed that Zapier doesn’t currently have the ability to update those Custom Fields in the Update Task action for Asana.Whenever I see a case like this I immediately look for the answer to 2 questions. Does the Asana API use API Key for Authentication (rather than OAuth)? Does their Update Task endpoint provide the ability to update Custom Fields? If the answer to both of those questions is “Yes” - we should be able to use Webhooks by Zapier to update the Custom Fields on the Task.Question 1: Does the Asana API use API Key for Authentication?It turns out they do. :)You are able to generate a Personal Access Token (PAT) for use in API Calls.Question 2: Does their Update Task endpoint provide the ability to update Custom Fields?And we do have the ability to update the custom fields on a task using the Update Task endpoint.https://developers.asana.com/docs/update-a-task

nicksimardZapier Staff

published in Featured Articles

Formatter Features: Text to Line-Item

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

nicksimardZapier Staff

published in Featured Articles

3 ways to extract/scrape data from websites

Mod Edit: 03-22-2023Before I start, I first want to say that there are LOTS of ways to scrape data from websites. The options I’m discussing below are the ones that make it the easiest to do (in my opinion), and relatively affordably for the average person.Let’s jump in!Browse AIAccording to them: The easiest way to extract and monitor data from any website. Train a robot in 2 minutes. No coding required.Zapier integration? Yes, see it here.Send to webhook URL? Yes, but it’s raw data and isn’t super easy to work with in Zapier.Free plan? YesSchedule data extraction? Yes. You can choose minutes, hours, days, weeks, months.Direct integrations? You can sync the extracted data to Google Sheets (and you can trigger a Zap on those newly added rows, if you’d like). Airtable is coming soon, according to their website. SimplescraperAccording to them: Extract data from any website in seconds. Download instantly, scrape in the cloud, or create an APIZapier integration? As of the writing of this a

Troy TessaloneZapier Expert

published in Featured Articles

Filtering to include/exclude items in an array, using Code by Zapier

We do our best to ensure that the code in these articles works as advertised, but please be aware that Zapier Support does not officially help with code steps due to their advanced nature. Feel free to comment on the article or ask in the Zapier Community, where we have code-savvy folks (including the author of this post).Q: Ever wanted to filter to include/exclude items in an array?A: Use a Code app as a Zap step: https://zapier.com/apps/code/help Code step configuration using JavaScriptNOTE: Map your line items array to the right side value for the “Set” Input Data variable in place of “A,B,C,C,B,A”. Filter By to INCLUDE values in array COPY THE CODElet Set = inputData.Set.split(","); // creates array by splitting Input Data Variable at commaslet FilterBy = inputData.FilterBy; // value to filter the array bySet = Set.filter(i => i.includes(FilterBy)); // INCLUDE values in arrayoutput = [{Set}]; Filter By to EXCLUDE values in array COPY THE CODElet Set = inputData.Set.split(",");

nicksimardZapier Staff

published in Featured Articles

Simplify the tedious process of filling/signing & emailing PDFs

The Challenge The Solution In a nutshell In SignNow In Zapier Trigger: SignNow — Document Completed Action: Formatter —Format Date/Time Action: Gmail — Create Draft In Gmail Old Process vs New Process Old Process New & Improved Process Wrapping UpToday’s workflow is one I built in order to scratch my own itch.The ChallengeThere’s a reimbursement form that my wife fills out fairly frequently, that she must then email to someone. It’s a fillable PDF, but when she eSigns it, the signature is small and in the middle of the box (silly Adobe Acrobat Pro for Windows). So she tends to do the old fill, print, sign, scan, email debacle. Gross.The SolutionLet’s first look at a brief overview of the process.In a nutshellI used SignNow to create a template that she can go to, fill out the fields (some of it is already in the document because it doesn’t change…including her signature). The Total Amount field auto-calculates based on the other ‘amount’ fields. When she’s done signing, she g

SamBCommunity Manager

published in Featured Articles

How to automatically organize and upload PDF attachments into specific folders?

Hey friends! This week I’m going to talk about how to create a Zap that will take PDF attachments received in Gmail and upload them into the relevant client folder in Google Drive. This guide specifically talks about how to to this with Gmail and Google Drive, but you can apply the same principles to other similar apps too! We’ll cover how to take specific PDF file attachments, create a new folder (if one doesn’t already exist) for them in Google Drive, upload the file to that folder. We’ll also get the Zap to send out an email to the client thanking them for sending us the file. In a rush? Setting up the trigger Setting up a Filter Extracting the client name Find/create the folder Upload the File Set up an autoresponder email Wrapping upIn a rush?You can download a copy of the Zap template for this workflow here:Upload PDFs into client's Google Drive folder and send email autoresponderSetting up the triggerFirst up we’ll need to set up the trigger that runs when a new attachment is re

nicksimardZapier Staff

published in Featured Articles

Learn More About Schedule by Zapier

What It Is How It Works What You Can Build With It How to turn a Zap OFF and ON with a schedule Schedule recurring messages in Slack with Zapier Check spreadsheet records on a schedule Schedule a Meeting on First Working Day Of Next Month Tips and Tricks I need to trigger on only certain days of the week when using the "Every Day" Trigger. Can I Trigger a Zap Quarterly or Annually? Can I set a time that is not on the hour using the "Every Day" Trigger? What It IsSchedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.How It WorksWith Schedule by Zapier you have the following triggers:Available triggers for Schedule by ZapierThere’s not much need to explain what each one does, as it’s pretty self-explanatory. You can trigger a Zap every hour, day, week or month.NOTE: You can skip

DanniemaxZapier Staff

published in Featured Articles

How to Generate GUID/UUID from an Action Step in Zapier

When working with Zapier, there may be scenarios where each Zap run requires a unique identifier, such as a UUID (Universally Unique Identifier). This can be crucial for tasks like assigning unique IDs to database records, tracking events, or ensuring data consistency across systems. Fortunately, Zapier offers several methods to generate UUIDs directly within your Zaps. Below, I'll walk you through three effective ways to achieve this: 1. Using ChatGPT to Generate a UUID You can leverage the ChatGPT integration in Zapier to generate a new UUID every time the Zap runs. This method is straightforward and doesn't require coding. How to Set It Up:Add a "ChatGPT" action step in your Zap. Select the "Conversation" event.Use the following prompt in the "Prompt" field: Example Prompt:Generate a new UUID (a 128-bit label used for information in computer systems.)A Version 4 UUID is a universally unique identifier that is generated using random numbers.It has the 8-4-4-4-12 format, i.e., xxxxxxx

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

JaredZapier Staff

published in Featured Articles

How to Create Custom Trello Triggers with Butler

I’m a big fan of Automation (surprise).And I really like when an App offers workflow automation directly in-App in addition to Zapier.For example in this post - I cover how to use Pipedrive’s Workflow tool to trigger Zaps.Whenever an App provides a level of automation directly - this opens up new opportunities for what we can do in Zapier.In other words - combining in-App automation with Zapier increases the Workflow Automations we can create!Butler - Trello’s In-App Automation Sending HTTP Requests from Butler A Real Zap Example Step 1: Create a Zap Step 2: Create a Butler “Rule” Configuring Our Butler Trigger Choosing Our Butler Action Testing Our Trigger Step 3: Complete our Zap SummaryButler - Trello’s In-App AutomationI’m also a big fan of Trello - and have previously written about how I use Google Sheets to create recurring Trello Cards.Trello’s in-App automation tool is called Butler.Butler is fantastic - and similar to Zapier - enables you to choose trigger events and th

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