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702 Topics
Liz_Roberts
Liz_RobertsZapier Staff
published in Featured Articles
Member Spotlight: Kelly GossSpotlight

We recently sat down with Kelly Goss, a Zapier Certified Expert, published author and founder of Solvaa (an agency that helps businesses increase productivity using streamlined systems and automated processes), to learn how Zapier has impacted her career and what advice she has for women entering the automation field. -----------------------------------------------------------------------------------Kelly, you’ve done a lot of things! Tell us a bit about you and how you got turned on to automation? I co-founded a vet practice just for cats on the south coast of England. At the time, "cat-only" was not well known and we were one of 3 dedicated cat practices. If you're a cat lover, you'll know how important going to a cat-friendly vet is for the stress levels of the kitty. I ran all aspects of the business with my many hats (as most start-up business owners have to do); this was where I experienced first-hand how unproductive businesses can be - working 70+ hours a week and doing tax ret

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Liz_Roberts
Liz_Roberts
Liz_RobertsZapier Staff
published in Show & Tell
Zapier Community Wrapped 2022

2022- what a year. For all its ups and downs (and inbetweens), we were here. We chatted, shared, and got answers to some tricky questions. So as the year draws to its end, we wanted to share a special shoutout for our top contributing members. From all walks of automation, these folks comprise the caramel core of our Community; making it the collaborative, useful, insightful space that we all use. Join me in celebrating these familiar faces and Zapier-pros. Troy Tessalone (AutomationAce) Mohamed Swellam (GeekyAir) The GetUWired Team Rob Schmidt (Outliant) Satya Raju Todd Harper (WeddingTechBFF) Daniela Paulo (@Daniela_Paulo) Ryan LaBarge (@RALaBarge) Scott Halgrim (@shalgrim) Marina Hand (@MarinaH)And special thanks to our Zapier Community moderation team @jesse @Danvers @christina.d @SamB @jammer.solijon.⚡Thank you all for your Zapier Community contributions! Just wait until you see what we have in store for 2023! 

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WaelBeginner
posted in Show & Tell
Webhook action add reactions in Slack

Hi Community!I thought I would share here how to create a Zap that can add reactions to messages filtered through keywords using Filter and Webhook actions. The Zap can be more complex but for the example I made in 3 steps: Summary ViewStep 1: Trigger; I went ahead and used New Message Posted in Channel in SlackStep 2: Action; Here I selected the Filter action with the option to “Only continue if...” Step 3: Action; Here I went with Webhook by Zapier; Custom Request in Webhooks by Zapier Steps 1 and 2 are simple, so I will expand a bit more on Step 3 which for me was the trickiest part. Step 3 Details  App & event: App: Webhooks by Zapier Event: Custom RequestStep Details: Method: POST URL: https://slack.com/api/reactions.add Data: channel=ChannelID&name=EmojiName&timestamp=MessageTs Unflatten: False Headers:  Authorization: Bearer xoxb-your-personalized-slack-token Content-type: application/x-www-form-urlencoded   Action Details Finally, here are a couple of links to reso

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Danvers
deb
debZapier Staff
published in Featured Articles
Please stop automating emails that should be written by a human

Deb at Zapier, here to talk about how much I hate when people automate emails that should be personalized: messages from recruiters, requests to guest post on our blog, stuff like that. Those are things that you really need to personalize for each recipient (beyond a well-placed {{name}} token, I mean). You can have a template, for sure, but don't let a robot hit send.Of course, that doesn't mean that you can't use automation to help with the process. Chris Mitchell from Intelus Agency found the happiest of mediums, combining automation and the human touch. He uses Zapier to let his team know in Slack whenever someone accepts a LinkedIn request. Then, he says:We then write our own follow-up notes, since those absolutely should be personalized, coming from a human. The automation allows us to speed up our follow-up process without turning into a soulless robot. His words, not mine. But also mine.There are plenty of other things you shouldn't automate: relationships, for example. But ema

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TimS
TimSZapier Staff
published in Featured Articles
How to format currency numbers with consistent padding for decimal places

IntroHi folks, Tim here again from the Zapier Team with another workflow idea! Today we’ll look at a small code snippet to help with a common use case that is typically trickier than most users expect: padding currency numbers correctly.For example, have you ever had a number in your Zaps like 300 or 300.1 that you wanted to display as 300.00 or 300.10 respectively?Although this is sometimes possible using multiple Formatter Steps or writing a formula to a Google Sheet to get a result, these ways either use a lot of Steps, are convoluted, or require an external resource like a Google Sheet to be maintained. I wanted to see if we could achieve a more streamlined approach.WorkflowThe workflow in terms of number of Steps is fairly simple: we just want to add a single “Code by Zapier” Step: “Run Javascript”: First let’s add all the field that the Code Step will use. You’ll be able to customize everything with these fields so you don’t need to change anything in the Code itself:amountThis f

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Troy Tessalone
Troy TessaloneZapier Expert
published in Featured Articles
How to get the count of an array of items

📌  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).If you’ve ever needed to count the number of items in an array and weren’t quite sure how to do it, the solution lies with Code by Zapier. And it’s easy to do!The Setup COPY THE CODElet Set = inputData.Set;let SetCount = 0; // defaults the Set Count to 0// If Set existsif (Set) {Set = Set.split(","); // creates array by splitting Input Data Variable at commasSetCount = Set.length; // determines the length of the array (aka number of array items)} output = [{SetCount, Set}]; The Results 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.

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ClintEmsley
ClintEmsleyZapier Staff
published in Featured Articles
Using Spreadsheet Style IF statements to add up a Lead score

Hi, I’m Clint, a Customer Champion at Zapier! I’m obsessed with Google Sheets, Zap loops, and edge cases. This Wednesday, I’d like to discuss using multiple IF statements to score a lead based on specific criteria.The ChallengeI had a customer recently whose goal was to score leads based on special criteria they had determined to be important. For example, if a customer said they had an immediate need, they would get 1 point. If they were also in the Manufacturing industry, they would get an additional point. In this way, you could tally a final score for that Lead.The SolutionInitially, we were working on using a series of Paths and math formulas, but that wasn’t working very well. Instead, I finally realized I could use my favorite formatter, the Spreadsheet-Style Formula, and a few IFs added together.Let’s look at the leads first so we can get an idea of what kind of data we have to work with:The three highlighted columns will be used to score the lead. They’ll get 1 point if they’v

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nicksimard
nicksimardZapier Staff
published in Featured Articles
Formatter Features: using IF, AND, OR in spreadsheet-style formulas

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

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GetUWired
GetUWiredZapier Expert
posted in Show & Tell
Instant Gmail (or Outlook email) Triggers

 Triggering Zapier from an email can be an effective way to integrate with systems like Realtor.com, Venmo, Airbnb, or any other app that doesn’t have a Zapier integration yet. Often times, lead response time is critical and all of the Gmail Zapier triggers are scheduled (1-15 minute delay depending on your plan). This walk-though will show you how to set up Gmail forwarding to instantly trigger Zapier (bonus: since this solution uses Zapier Email Parser you may also be able to parse the email content at the same time)*The below guide walks you through how to set up a forwarder in your Gmail account. However, you can set up forwarding rules for all different types of mail clients and the premise of the guide is the same. Here are details on how you can set up forwarding rules with an Outlook account: https://support.microsoft.com/en-us/office/use-rules-to-automatically-forward-messages-45aa9664-4911-4f96-9663-ece42816d746 Step 1: Create Your Parser account and Mailbox- Create a Parser

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cfepdanNew
posted in Show & Tell
Simple QR Code generator app integration

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.) 

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Liz_Roberts
Liz_RobertsZapier Staff
published in Featured Articles
Member Spotlight: Troy Tessalone, Automation Ace

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-

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MohSwellam
dominicw
dominicwNew
posted in Show & Tell
Zapier vs. Make vs. Airtable Automations (take the quiz)

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!

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dominicw
Danvers
DanversZapier Staff
published in Getting Started
Will it Zap? How to work out if Zapier can help you with your workflow.Tutorial

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

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Danvers
nicksimard
nicksimardZapier Staff
published in Featured Articles
How to format the output of Google Sheets' 'Find Many Rows' action

  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

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GeroKeilNew
posted in Show & Tell
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 ⤵️  

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deb
debZapier Staff
published in Featured Articles
Automate your OOO: Stop sending out of office reminders

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

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nicksimard
nicksimardZapier Staff
published in Featured Articles
Formatter Features: Date Add/Subtract & Compare

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 (

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nicksimard
nicksimardZapier Staff
published in Featured Articles
An example of how to use the Line Itemizer feature of our Formatter app

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

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nicksimard
nicksimardZapier Staff
published in Featured Articles
Introducing our Formatter Features article series

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

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Magdalena WilhelmBeginner
asked in Show & Tell
Outlook

Hi ,  I have just one technical question. Maybe you can answer them for me? I once created an interface with Outlook with my Outlook account, I would like to add more Outlook accounts, but this is somehow not possible. Can you give me a tip here?

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MohSwellam
Lionel_Selie
Lionel_SelieZapier Staff
posted in Show & Tell
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/Manage Ad AccountLocation: https://business.facebook.com/settings/ad-accounts/Leads AccessLocation: https://business.facebook.com/settings/leads-accesses/CRM AccessLocation: same as Leads AccessNote: The Facebook Page Owner or Business Manager can assign the “Zapier”

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Lionel_Selie
chanelle
chanelleZapier Staff
published in Featured Articles
Popular Google Sheets Integrations

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

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Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
[GUIDE] How to Create Dynamic Stripe Payment Links

💲 [guide] How to Create Dynamic Stripe Payment Links CreditsTroy Tessalone is a Certified Zapier Expert at Automation Ace. 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://stri

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nicksimard
nicksimardZapier Staff
published in Featured Articles
Find a single item in an array, output corresponding field

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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Michael SchmidtBeginner
posted in Show & Tell
Your wishlist needed: Vacation management, out of office and auto responder integrations

What happens when you go on vacation but all your collaboration tools keep running and expect input from you? How do you escape from the stress of notification floods? We feel that there’s a lot to do in terms of integrating productivity applications to shut them down or silence them when we decide that we need to rest. And it’s not just about the notifications, but about having simple processes that can deflect work to a colleague or warn customers that you can’t answer in time, just this one time.Which productivity apps would you like to put behind an Out of Office assistant? Task managers like Asana, trello, or monday.com? Marketing and sales platforms like HubSpot or Salesforce? We’re actively collecting feedback to understand this pain point better and help the Zapier community.About meHi there! I’m the product owner for Out of Office Assistant for Jira cloud. It’s a plugin that allows to A) automatically reassign work away from users who are out of the office to colleagues who ar

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