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592 Topics

Liz_Roberts
Community Manager
Liz_RobertsCommunity Manager
published in Featured Articles

ZapChat with Jane Zhang: Product Marketing Manager @ Zapier

Ever wonder what Zapiens are up to behind the scenes? Aside from the Community Team...you see what we do...we’re doing it now...🙃Check out our first ZapChat with Zapier’s own Jane Zhang! 🎉Jane is our beloved Product Marketing Manager, hyping all things product-related while doing some serious project management to keep rollouts moving from production, into users’ hands.She also has a tip for what to binge-watch if you need some suggestions! 🍿

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staker
2 hours ago
chanelle
Community Manager
chanelleCommunity Manager
published in Featured Articles

Zapier’s Annual No-Code Day Winners!News

About Our No-Code Day And that's a wrap on our annual No-Code Day Contest! This day was about recognizing and celebrating the people and businesses using no-code tools to create and automate amazing things without writing a single line of code.We created No-Code Day to help spread the word about the no-code movement and to encourage more businesses and organizations to embrace this powerful approach. It's a game-changer for people who want to turn their ideas into reality quickly and affordably.This year, we received over 200 entries for our four categories: No-Code Transforming Businesses, No-Code Changing the World, No-Code Empowering Small Businesses, and No-Code Featuring AI. Among these entries, 59% were focused on empowering small businesses, 16% on transforming businesses, 14% on changing the world, and 11% on featuring AI. That's a lot of great ideas and creativity coming from our community!So let’s meet the winners!Tori Philips: No-Code Transforming Businesses Tori Phillips is

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chanelle
Community Manager
1 day ago
TimS
Community Manager
TimSCommunity Manager
published in Featured Articles

How to Parse JSON style key value pair arrays into Zapier Mappable Values

IntroSometimes we get data from a previous Step that contains multiple fields as as an array/line-item of names and values instead of individual values with their own unique names that we can map into later Steps. The source of the data could be any app, but more commonly it would be from an advanced action such as a Webhook Step. Let’s take a look at how we can make these values mappable.For exampleWe may want to map a value called firstname from a set of custom values but instead of being able to map that, we have data that looks like this: A Clarification on the Sample CodeThis code is a JavaScript variable assignment that creates an array of objects, and the objects contain an array of key/value pairs using JSON syntax.The variable output is assigned an array containing a single object. The object has one property called "custom_values", which has an array value. The "custom_values" array contains four objects, each of which represents a custom field for a specific information cate

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nicksimard
Community Manager
1 day ago
Danvers
Community Manager
DanversCommunity Manager
published in Featured Articles

3 ways to add conditions to ZapsTutorial

A common question we see in the Community is "can I set up a Zap that changes depending on the information from the trigger". This is called ‘conditional logic’, a process or action that changes if specific criteria are met. It's often described as ‘if/then’ logic. In a Zap, conditional logic is useful in lots of situations: Only send a voucher code if the buyer is a new customer If the lead is hot, assign it to the sales team; if it’s cold, assign it to the nurture team. If someone is interested in fostering animals, send them an information leaflet and book an appointment with them, if they are interested in adoption, send them an application form. This article is for you if you know that you need conditional logic in your Zap but are unsure how to do it. We’ll cover different ways to add conditional logic into Zaps and explain the pros and cons of different approaches. The three ways of adding logic into your Zap that we will look at are Lookup Tables, Filters, and Paths. Each o

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Danvers
Community Manager
1 day ago
Jared
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

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SarahP
1 day ago
Troy Tessalone
Troy TessaloneCertified Zapier Expert
published in Featured Articles

Remove Blank/Empty/Null Values from Array of Line Items Using 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 folks (including the author of this post).Q: Ever wanted to remove blank/empty/null values from an array of line items?A: Use a Code app as a Zap step: https://zapier.com/apps/code/help Code step configuration using JavaScript Copy the Code ResultsCode 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”.  Copy the Codelet Set = inputData.Set.split(","); // creates array by splitting Input Data variable at commasSet = Set.filter(i => i); // filter out blank/empty/null valuesoutput = [{Set}]; ResultsCode step results WITHOUT filtering blank/empty/null values from an array of line items: Code step results WITH fil

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Ramil Milzidinov
2 days ago
Danvers
Community Manager
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

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Hannahlife
4 days ago
Troy Tessalone
Troy TessaloneCertified Zapier Expert
published in Featured Articles

How to parse data with JavaScript Code step using .split()

  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.The split() method splits a string into an array of substrings. Split can be used to parse data, such as the contents of an email lead template.Check out the example below.How to Configure Copy the Codelet Content = inputData.Content;// .split()[0] returns the segment before the split value// .split()[1] returns the segment after the split value// \n is a newline// .trim() removes whitespacelet NameFirst = Content.split("First Name:")[1].split("\n")[0].trim();let NameLast = Content.split("Last Name:")[1].split("\n")[0].trim();let Email = Content.split("Email:")[1].split("\n")[0].trim();let Phone = Content.split("Phone:")[1].split("\n")[0].trim();output = [{NameFirst, NameLast, Email, Phone, Content}];

115314
MarketingGirl
4 days ago
chanelle
Community Manager
chanelleCommunity Manager
published in Show & Tell

Small Business Series: Translate by ZapierBlog

This article is for you if: You’re a small business owner looking to broaden your business capabilities A small business owner looking to better connect with international clientele Running a small business and want to connect with a broader audience? Welcome to our new Community series, where we look at how Zapier can help you become the organized, efficient, successful small business owner you were destined to be! Our world is full of many beautiful languages and attached to those languages are customers who want to work with you or buy your products. Don’t let the language barrier stop you from achieving international success. Let’s take a look at three beneficial Zaps to set yourself up for success. Auto-Respond to non-native language emails in their language:P.S. You can do this with Office 365 services tooP.S.S. Hesitant to press send? Check out this Draft option where you can double check your email is good to go, before manually pressing send. Translate Comments Newly Submitted

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chanelle
Community Manager
5 days ago
SamB
Community Manager
SamBCommunity Manager
published in Featured Articles

Using regex to extract different types of content

Hi friends! 👋 I know that regex can often seem a bit daunting, scary even, but it doesn’t need to be. It’s super useful so I thought I’d collate some examples of how you can use regex in a not so scary Formatter (Text > Extract Pattern) action to extract certain types of content. Don’t have time to read everything? That’s totally fine, you can just scroll down to the relevant sections and copy and paste the regex patterns into your Zap. I totally won’t be offended. 😉Setting up the Formatter Action Matching One or All? Extracting Usernames/@mentions Extracting Hashtags Extracting Currency Values Extracting a Website From an Email Address Extracting an Image URL From an HTML Image Tag Extracting Text From in Between Specific Values Extracting Email Addresses, Numbers and Phone Numbers Further readingSetting up the Formatter ActionThis first part is relatively straight forward. You add an action to your Zap. Select the Formatter by Zapier app and for the Event, pick Text. Next, you’

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SamB
Community Manager
8 days ago
Troy Tessalone
Troy TessaloneCertified Zapier Expert
posted in Show & Tell

(NLA) Natural Language Actions with AI API by Zapier

(NLA) Natural Language Actions with AI API by Zapier AboutLearn more: https://zapier.com/l/natural-language-actionsAPI Documentation: https://nla.zapier.com/api/v1/docsLive Demo: https://t.co/C089PPbejZVideo Overview (5 mins): https://cdn.zappy.app/v33c426119a08a19cac61497f72ab65a8.mp4Pricing: Free for Zapier partners and developers; Free for end-users during beta betaNatural Language ActionsPut the power of Zapier inside your product with one intuitive, AI-powered API. Turn chat into actionWith Natural Language Actions, you can bring the power of the Zapier platform to your product. Put Zapier's 20k+ app actions inside your product and use simple natural language to move info between apps. Integrations made easyNLA removes all of the complexity of building app integrations (auth, API handling, edge cases...) with a single, universal API you can implement in hours, not weeks. Simple and flexibleNatural Language Actions was designed to work with natural language-based products—though it

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Troy Tessalone
9 days ago
nicksimard
Community Manager
nicksimardCommunity Manager
published in Featured Articles

By Zapier: Sub-Zaps and how to use them

Hey again, Zapier fans! In this article I'm going to explain what Sub-Zaps by Zapier is, how it works, and give some examples of workflows that you could build. Let's jump in!What It IsThis app enables you to build reusable Zap components and systems by building and calling "Sub-Zaps".Ok, but what does that mean? When you build a Zap that has the Start a Sub-Zap trigger, it becomes its own workflow that you can "call" (connect to/send information to) from other Zaps.Still confused? Here's a quick example: https://community.zapier.com/featured-articles-65/an-example-of-using-sub-zaps-by-zapier-to-retrieve-an-access-token-11001Don't be afraid of the use of the words "access token". In a nutshell, I had a process that I needed to use each time I wanted to perform certain actions (retrieving an access token) in a Zap. I could either create this in each and every Zap, which is not quick or obvious to do, or build a Sub-Zap one time that has everything I need, then "call" that Sub-Zap when I

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Anita S
9 days ago
Troy Tessalone
Troy TessaloneCertified Zapier Expert
posted in Show & Tell

How to get a Dropbox File Direct Download Link

How to get a Dropbox File Direct Download Link To use files in Zap steps a File field will expect a file object or a file url. When using a file url, the file url needs to be publicly accessible and the direct download link to the file. Dropbox Share Links have a designated link structure format that can be adjusted to obtain the direct download link for a file. This is the view link of the file. (ends with dl=0)https://www.dropbox.com/s/xxx?dl=0 You need to use the direct download link of the file. (ends with dl=1)https://www.dropbox.com/s/xxx?dl=1 You can use a Formatter > Text > Replace Zap step to change the end of the Share Link from dl=0 to dl=1.

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Troy Tessalone
9 days ago
Jared
JaredZapier Staff
published in Featured Articles

Different Types of Zapier Triggers

The trigger is a critical piece of our Zaps - as the trigger tells us when we have a new record to run the Zap for.At the moment there are 3 main types of triggers that start Zaps.Instant TriggersWith Instant triggers - something happens in the Trigger App and they immediately send a notification to Zapier.This notification is what we use to trigger the Zap. (These are webhooks sent by the App to Zapier).With an Instant trigger - your Zap will trigger immediately - regardless of your Zapier Plan. In Zapier we’ll see a Tag identifying the trigger as Instant.​Polling TriggersWith Polling triggers - instead of being notified by the App - we go out and look for changes (We ask the App for changes in your account via their API with a GET request).We do this every X minutes based on your plan level. Free and Starter Plans are 15 minutes - all other Plans vary between 5 minutes to 1 minute.With Polling Triggers we also check for records that already exist (or have already triggered the Zap) u

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Thomas_LogxGroup
10 days ago
Troy Tessalone
Troy TessaloneCertified Zapier Expert
posted in Show & Tell

[GUIDE] How to Trigger a Slack Workflow with a Webhook

[GUIDE] How to Trigger a Slack Workflow with a Webhook CreditsTroy Tessalone is a Certified Zapier Expert at Automation Ace. ResourcesSlack: https://slack.com/help/articles/360041352714-Create-more-advanced-workflows-using-webhooksZapier: https://zapier.com/apps/webhook/help SlackQ: What are Slack Workflows?A: Workflows are automated multi-step tasks or processes that can run right in Slack, or connect with other tools and services. Workflows in Slack can be as simple or as complex as you’d like, and typically don’t require writing any code. How to configure your Slack Workflow trigger... Trigger: Webhook[Advanced]Starts when an app or service sends a web request. Add the desired variables to pass into the Slack Workflow that can be used as dynamic variables in the Slack Workflow steps.Variable type options:Text Slack user email Slack user ID NOTE: Make sure to configure your Slack Workflow actions, and then publish the Slack Workflow. Once you publish the Slack Workflow, a unique webh

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Troy Tessalone
10 days ago
Lionel_Selie
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).

25934
Astroluna
10 days ago
TimS
Community Manager
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

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M
14 days ago
chanelle
Community Manager
chanelleCommunity Manager
published in Show & Tell

Will It Zap? ChatGPT Edition...Round 2Tutorial

This article is for you if:You are interested in using AI  Want to learn more about how you can use AI  Enjoy trying new things to create cool Zaps  Looking to avoid trial and error runs with ZapsWhere We Left OffLast week, we gave ChatGPT a little challenge to help us set up a Zap for a small business owner. Here's the scoop: The owner wanted to streamline the process of collecting customer feedback by automatically saving survey responses to a spreadsheet. And, at the end of the quarter, they planned to send a thank-you email with a special discount code to their loyal customers. However, they were too busy to manually manage this process and needed some help setting up a Zap to automate the task.So, we put ChatGPT to the test, and it worked! While there were a few hiccups along the way, we were pretty satisfied with the results. But, there was still some work left to be done. We only tackled the first part of the Zap, and now it's time to finish the job.If you're a small business ow

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chanelle
Community Manager
15 days ago
Troy Tessalone
Troy TessaloneCertified Zapier Expert
posted in Show & Tell

GUIDE: Use Calendly API to Create Single-Use Scheduling Links

GUIDE: Use Calendly API to Create Single-Use Scheduling Links RESOURCESCalendly API Personal Access Token: https://developer.calendly.com/how-to-authenticate-with-personal-access-tokensCalendly API Endpoint: https://calendly.stoplight.io/docs/api-docs/b3A6MzQyNTM0OQ-create-single-use-scheduling-linkWebhooks: https://zapier.com/apps/webhook/help CONFIGUse the Webhooks app Action Event: Custom Request Method: POST In the Data field, replace the [uuid] with your Calendly Event UUID NOTE: You can find this by testing the Calendly Zap trigger for Invitee Created In the Authorization Header, replace with your [PERSONAL ACCESS TOKEN]  Tips and Inspiration contributed by: Troy Tessalone - Automation Ace

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donovanwatts
16 days ago
chanelle
Community Manager
chanelleCommunity Manager
published in Getting Started

Introducing: Intro to Zapier Tables CourseNews

New at ZapierHey there automation heroes 👋Tired of trying to keep track of your data in multiple apps? It may be time to switch it up, look no further than Zapier’s “Intro to Tables” course! This free course put together by our Education Team is designed to help you become a master of data management by showing you the power of Tables by Zapier. You’ll learn how to use Tables and store your data all in one place, see how to easily view and organize it, and even walk you through automating tasks based on specific data points. If you’re a small business owner, freelancer, or just someone who needs a better way to track your data, this course will give you the tools you need to streamline your workflow and help you save time. The best part of it all? It’s free and available online for you to access at any time! So what are you waiting for? Join others in the Zapier Community and elevate your data management skills today! 

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chanelle
Community Manager
16 days ago
chanelle
Community Manager
chanelleCommunity Manager
published in Getting Started

Introducing: How To Automate Data Extraction CourseNews

Ready to learn something new?Automation heroes, our Education Team is back at it again! 😎So you want to learn more about extracting data from different sources, but aren’t sure where to start? No worries, we’ve got you covered with our new data extraction course. If you’re here, then you are probably already aware that Zapier allows you to easily extract data from various sources and transform it into the useful information you're looking for, hassle free. Whether you’re in marketing, sales, or simply someone looking to streamline their data extraction process, this course is for you! You don’t need to know how to code to get started, our step-by-step guide is easy to follow and covers everything you need to know from extracting email data, transforming text or dates, to transferring data. Don’t walk, run over to this page and start automating your data extraction process today! Trust us, your future self will thank you. 

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chanelle
Community Manager
16 days ago
erinoz
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

523913
Clive_D
17 days ago
MohSwellam
MohSwellamCertified Zapier Expert
posted in Show & Tell

How to determine if NOW is within Business Days and Hours

Hey everyone! Been a while since I posted I know 😆 I have seen many questions on the community asking how to use Paths by Zapier to have 2 different outcomes based on the time (NOW()) (or a timestamp coming from the trigger) and determining whether it is within business hours or outside of business hours. the script below does that and it bases it on the timezone of your choosing !  let dateToCheck = new Date().toLocaleString("en-US", {timeZone: "America/Los_Angeles"}); // This sets the code to PST timezone. You can change the timezone as needed// In case you want to use a timestamp from the Trigger / Previous steps, check the screenshot at the end of the code on how to map it, and replace the first line with "let dateToCheck = inputData.date;" . Keep in mind that this time is PROBABLY in UTC.let dateUnformatted = new Date(dateToCheck);let dayDateFormatted = dateUnformatted.getDay();var hours = dateUnformatted.getHours();var minutes = dateUnformatted.getMinutes();function formatTime(d

2
MohSwellam
18 days ago
Troy Tessalone
Troy TessaloneCertified Zapier Expert
posted in Show & Tell

AI: ChatGPT & OpenAI

AI: ChatGPT & OpenAI What: Add AI (artificial intelligence) to your Zaps with ChatGPT and OpenAI. ChatGPTZapier ChatGPT Plugin: https://help.zapier.com/hc/en-us/articles/14058263394573-Use-the-Zapier-plugin-in-ChatGPT-beta- Zap app: https://zapier.com/apps/chatgpt/integrations#triggers-and-actions OpenAIZap app: https://zapier.com/apps/openai/integrations#triggers-and-actions 

2
Troy Tessalone
19 days ago
SamB
Community Manager
SamBCommunity Manager
published in Featured Articles

How to embed images in Discord messages

Hey friends! If you’re reading this then you probably already know that the Send Channel Message action for Discord doesn’t currently have a field for image files to be attached. While you can include links to images in the Message Text field and they’ll usually be displayed, you can’t add embed them so that the image link isn’t shown. Bummer, right? Well, not anymore! Let me show you a neat trick to get around this using my favourite app, Webhooks by Zapier.In Discord Set up the webhook In Zapier Set up your trigger Set up your action Bonus: Attach other types of files Wrapping UpIn DiscordTo get around having to create a custom integration to handle all the fancy OAuth stuff we’re going to utilise Discord’s built in Webhooks feature. It’s a bit more limited, but is super quick to set up.Set up the webhookTo set up the webhook in Discord, click the Edit Channel icon next to one of the channel names on your server:Next, you’ll want to click on the Integrations option on the menu. An

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SamB
Community Manager
22 days ago
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