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As far as I can tell, there are scant few QR Code generating apps that integrate with Zapier.I wanted to generate static QR Codes. i.e., I don’t need them to link to a website that can then be redirected later.I wanted to generate LOTS of QR Codes. Which made this model fundamentally incompatible with a service that limits you to a couple hundred codes a month.So I made a really really simple app that uses the “.toString()” function of node-qrcode to generate codes. They work fine as long as it goes into a fixed-width font with zero space between the lines. Perfect for using with a Google Docs template. I’m pretty sure you could get this into an email as well.I don’t really have time to dedicate to supporting this, but here’s the private integration link: https://zapier.com/developer/public-invite/156999/3eedef2f10cb6f2f0f2beeff204733de/Here’s a screencast with Google Slides (I use 8pt Courier in this demo.)
Hey Zapier Community! Jared here from the Zapier Support Team.Have you ever wanted to update an order in Shopify using Zapier?Maybe add tags or change the email address associated with the order.If so - you might have noticed that Zapier doesn’t currently have an action to Update an Order in Shopify.We can create an order but not update one.However - there is a way to update at least some of the data on an existing Order using Webhooks by Zapier.Webhooks by ZapierMy first thought when we don’t have an existing action is maybe we can use Webhooks by Zapier to send the request.In order for that to work we need 2 things to be true. The App has to provide Basic Authentication or API Key authentication for their API. If they require OAuth - Webhooks by Zapier won’t work. In this case - Shopify does provide API Key and Password access to the API. This link describes how to generate those credentials in your Shopify account by creating a Private App.When setting that up - you’ll want to be su
If you’ve been around the Zapier Community, you’ve almost certainly come across our first member spotlight guest, Troy Tessalone. Troy is one of our community’s most beloved and active members, along with being a top Certified Zapier Expert!We sat down with Troy to learn more about how his company, Automation Ace, has scaled with Zapier and how he views community engagement:—----------------------------------------------------------------------------How did Automation Ace come to fruition? What's the story behind Troy?I've always been interested in technology, the internet, and puzzles, but didn't expect to get into online freelance consulting. I had been working in technical product management at startups for 10 years, and was ready for a change.While taking some time off to travel, I thought about what capabilities I had that I could offer while crafting a lifestyle career. I knew I was good with learning how to use apps, applying logic, and optimizing operations.I clued into the no-
What It Looks Like What It Can (and Can't) Do Some Ways to Use It 1. Add line items to existing data 2. Create line items from scratch, to use in later steps 3. Add another line item property Anything Tricky About It? That’s a Wrap (for now at least)What's up Zap crafters? Welcome to another installment of Formatter Features, where we highlight individual functions with our Formatter app. This week we're looking at the Line Itemizer, in more of an overview. Next week we'll dive in a bit deeper.We've looked at the Text to Line Item feature already, and though you *can* use that in some cases, there are times when you need something a bit more robust. Enter the Line Itemizer!This option can be found at:Formatter by Zapier — Utilities — Line Itemizer (Create/Append/Prepend)What It Looks LikeThere are significantly more fields here than we saw with Text to Line-Item and Line-Item to Text: But don't be intimidated! We're going to go through what all of it does :)What It Can (and Can't)
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
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
This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.How do you choose between Zapier and Make for your automations?xxxxxxxxxxxCurious if this resonates or if you see the tradeoffs differently (specifically around pricing and complexity of the automation)There's also a free quiz you can take if you don't know much about each platform!
A common question in the community is “Can I use Zapier to…?” People want to know if Zapier can solve their integration or automation needs and don’t know where to start. This article aims to provide a roadmap to help you to answer that question. We’ll start with the basics of what Zapier is and how it works. Then we'll dive into how and where to find the information you need to connect your apps. How does Zapier work?The simplest way to think about Zapier is by using a ‘when/then’ statement. For example: When someone fills in this form, then send them a confirmation email. When I get a new order, then create an invoice in my accounting software. A Zap is a combination of a trigger event and actions to create an automated workflow. The trigger is the ‘when’ part of your statement, it’s what starts the Zap. Actions are the ‘then’ part of the statement, they are what happens next.. If you’re new to Zapier, take a look at the How it Works guide for an in-depth explanation. Framing the qu
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).
Tim here from the Zapier Support Team with a workflow idea!BackgroundIf you’re familiar with the Code by Zapier app, you’re probably used to working with all kinds of values, including arrays. In Zapier, arrays are generally called “Line Items” and sometimes it can be tricky to get them into a Code Step unscathed to run them through some custom process.Why is it difficult? All values added to the `Input Data` fields of a Code Step are converted into Strings and sent into the Code Step in that format. Arrays / Line Items get converted into Strings that are comma separated values. While it’s definitely possible to split those comma separated values back into arrays inside the code, we run into problems if the values themselves contain commas.To further complicate things, if we’re sending multiple properties of line items (multiple arrays that relate to each other) and some of the arrays have `null` or empty values, those will be completely dropped, so it can cause our input data to becom
The Challenge We had a community member recently who was trying to trigger a Zap with a Google Calendar event, then retrieve multiple rows from a Google Sheet and send the information in Gmail. The sheet looked something like this: A little DnD actionAnd the goal was to send it an email so the recipient received this: Don’t you all be emailing me!They had initially tried using the Get Many Spreadsheet Rows (Advanced, With Line Item Support) action in Gogle Sheets, which is a great idea because you can just specify how many rows to return instead of searching by a specific value: This definitely has its uses!The Twist The tricky thing is that this is the output: Whoa! Look at those nested line items!Without using something like a Code step, it’s tricky to get the text in the desired format. The Solution Given that the Zap is being triggered by Google Calendar I thought that you could add a Date column in the Google Sheet and use the Find Many Spreadsheet Rows (With Line Ite
Tutorial: Classify your customer support tickets by language and send them to the right agent with Levity + Zapier
Do you want to revolutionize the way your Customer Support team works?Let automation expert Luc Meijer show you how to automate your workflows with Levity and Zapier! 🙌In this 10-minute tutorial, Luc will guide you step-by-step through creating automated flows that classify your incoming customer support tickets according to their language and then send them directly to the right agent via HubSpot.With AI-powered language detection, you can save time and ensure that your customers get their issues addressed quickly.Don't miss out on the power of automation! Tune in to Luc's tutorial now and learn how to use Levity and Zapier to take your Customer Support game to the next level ⤵️
Hey there, Zappers! Following up on our intro article about spreadsheet-style formulas, let’s dig into some more detailed examples of how to use them in your Zaps. We’re going to start with something that a lot of people use in their Zaps: IF/AND/OR statements.What We’ll be CoveringIF StatementsIF(Something is True, then do something, otherwise do something else).IF/AND StatementsIF(AND(Something is True, Something else is True), Value if True, Value if False)IF/OR StatementsIF(OR(Something is True, Something else is True), Value if True, Value if False)Nested versions of the above. NOTE: The “something” above can be any of the following: Let’s Start With Something Pretty BasicBefore we get to complex examples, let’s ease into things first with a few easier ones.IF | Two Strings Match, Output Value 1, Otherwise Output Value 2Let’s say you want to compare two strings (these could be words or numbers) to see if they match. If they do, you want to output value #1. If they don’t match then
Hi! Deb here, from the Zapier blog. Our staff writer Justin recently discovered Google Calendar’s out of office feature. This was the first time in history I knew about an app feature before him. After a mini-celebration, we realized it’s a pretty underutilized feature. Here, Justin talks about how it works and why it’ll save you a lot of grief whenever you’re planning a vacation or just a day off.Why everyone needs to use Google Calendar's out of office featureThe coolest part (wethinks) is that it connects with Zapier, which means you can use the OOO feature in Google Calendar to create out of office actions in any other app. Automatically update your Slack status, send a text message or email to remind people, or even create a task in a project management app letting people know what they need to cover for you while you’re out.All you need to do is use the Advanced Mode when setting up your Zap, and use the search term eventType:outOfOffice to only trigger for out of office events.W
Let’s say you want to send someone a coupon code when they sign up for your mailing list. You’ve generated a list of coupon codes, downloaded a CSV...but now what? How do you find out if a coupon code has been sent out before? And how do we send a brand new one every time?Well, with a couple of Google Sheets steps, we can both get the first unused code, and mark it as used so it never comes up again!The first thing to do is to get those coupon codes into a Google Sheet, and make sure it’s set up properly. We only need two columns: Coupon, and Used. Coupon will track the coupon code, and then Used will track whether or not it has been used before. Make sure to put “no” into the Used column, so it looks like this:Now that your Sheet is set up, let’s take a look at an outline for the Zap that will use these:Step 1 Trigger: Anything you like. Maybe someone signs up for a list, or they write into a contact form - it’s up to you!Step 2 Action: Lookup Spreadsheet Row in Google Sheets. Search
Formatter Features: Date Add/Subtract & CompareHey again, Zappers! Nick here, from the Community team. I’ll be taking you through some date-related features of Formatter by Zapier.Dates come in many formats, and the various apps you're using may not line up nicely with one another. Sometimes you have time zones to contend with, or maybe you need to figure out how many days between two dates.Today we’ll be looking at the following: Date Add/Subtract Compare Dates Date Add/SubtractThis option can be found at:Formatter by Zapier — Date/Time — Add/Subtract TimeWhat It Looks LikeWhat It Can (and Can't) DoBefore you start to make assumptions or get your hopes up, let's briefly cover what is and is not possible with Add/Subtract Time.Things you can do with this transform option: Add/subtract months, days, or hours to a given date Change the format for the finalized date Specify the precise format for the incoming date Things you can not do with it: Process multiple dates at a time (
We have an existing help doc for the Line Itemizer, and it does a great job of breaking down how to use it. I wanted to present a practical use case (inspired by a question from one of our Community members, actually).ExampleUsing the example above, let’s say you had a lead generation form and when someone submits their information you’d like to create an order in something like WooCommerce, or QuickBooks Online.For each submission, it’s always going to be the same items and quantity. These are free items, so you don’t have to worry about having a cost affixed to them. But you’d like to keep track of those, maybe to provide an invoice to the person (“here are your freebies, thanks for giving me your information”) or for your own accounting.The ObstacleThe tricky part is that WooCommerce and QuickBooks Online support line items, but you don’t have data in that format when the Zap triggers from your form.You could use a Code step, assuming you’re familiar with how that works, but there’s
Hey Zappers! I’m excited to announce that we’ve got a new article series that we’ll be rolling out over the next 2+ months. In this series we’ll be digging a bit deeper into the various features of Formatter by Zapier. It’s capable of so much, but we don’t always document all of those amazing capabilities. How Many Posts Will There Be?So far, we’re thinking there will be a dozen or more posts, depending on how detailed we make the articles. The first 4 articles (one per week in the month of July) will be about Spreadsheet-Style Formulas.When Is It Coming?The very first post in the series will be coming up this Thursday, July 8th! It will be an introductory article about Spreadsheet-Style Formulas (under the Numbers function). It’s one of the trickiest features and one that is prone to errors, since formulas have to be very precise in order to work properly.What to ExpectWe’ll be tackling the most impactful topics first, like the features that users find difficult/tricky and/or where we
Hey Zappers! We recently updated the Zap editor to resolve an issue around mapping fields to dynamic dropdown menus.How does it work?In the Zap editor, you use a dropdown menu to choose from a list of options. In some cases, these options are dynamically generated by the app.Google Sheets is a great example of this, where once you choose your sheet, you get a dynamic dropdown menu of worksheets:In many workflows, though, you don’t want to pick from the list of choices, but instead, map a field value from a previous step. That is what the Custom option is for, and previously this would not work for a dynamic dropdown menu.It now does!So, in our example, we can now use a field from a previous step to configure our Google Sheets Create Row(s) action:This enables a whole new category of workflows in apps with these dynamic dropdown menus (Google Sheets and Jira Software Cloud being two of the most popular).To demonstrate this kind of workflow, we’ve made this Shared Zap that you can review
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
Facebook Lead Ads not triggering for new leads, pulling in sample or other issues? Here's a guide to help you!
Hi everyone! 🖐Do you have a Facebook Lead Ads Zap no longer triggering, a page not showing up and/or are you not able to pull in sample data? Then this post is for you!Permissions Manage Page access Manage Ad Account Leads Access CRM Access Business Tools New Connection Page still not showing up? Other tipsPermissionsFacebook Lead Ads permissions can be complex to navigate. While we have dedicated help documentation for this, it can still prove a challenge to set it up. Below you’ll find the needed permissions to use the Facebook Lead Ads integration (please note this is different for the Facebook Lead Ads for Business admins app integration!).Manage Page accessLocation: https://business.facebook.com/settings/pages/XXXXXScreenshot: view largerManage Ad AccountLocation: https://business.facebook.com/settings/ad-accounts/XXXXXXXScreenshot: view larger Leads AccessLocation: https://business.facebook.com/settings/leads-accesses/XXXXXXScreenshot: view largerCRM AccessLocation: same a
Looking to elevate your experience with Google Sheets? Google Sheets is one of Zapier’s most commonly used apps, and we get tons of questions in the community about integration possibilities. Here are our top five recommendations: Running Surveys and collecting data? Collect new Typeform responses as rows on Google Sheets Get your time back and automate your day! Zapier can do the hard work for you by setting up this code-free automation and analyzing those spreadsheet entries. You can follow the template on our explore apps sub-page, or explore other triggers and actions that work for you. Using Facebook Lead Ads and need to transfer the data to another doc? Connect Facebook Lead Ads to rows on Google Sheets This premium Zap makes it easy to filter through leads and lets you keep your mind on marketing. Since this is one of our more time-consuming automations, we’ve created a tutorial; you can find it on this page that also introduces you to other triggers and actions tailored to
[guide] How to Create Dynamic Stripe Payment Links PurposeHow to create dynamic Stripe Payment Links via a Zap with different Products and Prices. Use CaseYou want to create a custom Payment Link for a client based on their selections in a form. PrepYou’ll need your Stripe API Key: https://stripe.com/docs/keysBest practice is to use your TEST Stripe API Key first, then switch to your LIVE Stripe API Key.NOTE: The examples below will focus on the minimum required fields, but know there are additional options available to configure each Zap step based on the Stripe API documentation for each endpoint. Stripe Payment LinksLearn more: https://stripe.com/docs/payments/payment-links Zap StepsTrigger: (up to you) Action: Webhooks - POST (Create Product) Action: Webhooks - POST (Create Price) Action: Webhooks - POST (Create Payment Link) Action: (up to you) Zap Step: 2Stripe API DocumentationCreate a Product: https://stripe.com/docs/api/products/create NOTES:There are additional configuration
Last week I was trying to do something using a Webhooks by Zapier step, but was hitting a wall. I was building an app with Adalo and taking advantage of their API to retrieve “author” records from a database.I wanted to look within those records and match it against a Twitter username from my trigger step, then output the record ID that Adalo would need in order for me to connect that person to an “essay” record.OverviewIn other words:Get Twitter username from trigger Retrieve all the authors from Adalo Find the record that has the username Output the record ID Use that ID when I create the “essay” record, to link it to an existing authorWhat I WantedIf I was getting the name “Joe” from my trigger, I wanted to get the ID of “1” so that I could then use it.Using Paths + Code StepI wanted 2 paths:When an author exists, I want the ID so I can use it in my Create ‘Essay’ Record step When an author does not exist, I want to first create it and then use that in my Create ‘Essay’ Record step
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