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Find and share Zapier tips and tricks, and learn how other people are using Zapier.
BEST PRACTICE: Label App Connections when there are Multiple Accounts for 1 App Where are your app connections located?Here: https://zapier.com/app/connections Why?This will ensure you are selecting the correct app account when choose the account for your Zap steps.NOTE: Many apps will properly label the app connection once authenticated in Zapier. EXAMPLE
Hi! Deb here, from the Zapier blog. One of the things we try to do on the blog is demystify the concept of automation. Automation is a tool that can help almost any small business or knowledge worker, but for some reason, it still feels like this weird, intangible thing for a lot of folks.One of the reasons it’s hard to explain—and demonstrate the value of—is that people have all sorts of ideas about what automation means. We’re talking everything from futuristic robots to long strings of code that only big businesses can afford to make. Our staff writer Justin put together a list of four common automation myths, along with some thoughts on how to debunk them. Take a look.Job-stealing robots and other automation mythsDid we miss any automation myths? And how do you explain automation to your friends, family, and coworkers? Let me know in the comments!
Hi all, Is there a way that I can have some fields move from one Google worksheet to another worksheet in the same Spreadsheet after 6 months have passed since the date in the field? To give context, I want to create a zap to help me track inactivity from Meetup groups. So far, I’ve created a zap to put the Meetup event and date in a Google Spreadsheet, in the worksheet called active 6 months. After 6 months have passed, I would like to move the fields taken from Meetup to another worksheet called active 1 year, after that year has passed, I’d like to move the fields into a final worksheet called inactive. I’m having issues using time as a trigger for the zaps. Is this even possible?Thanks.
People often ask business owner L. Michelle Smith how she can be everywhere at once. Her answer: she has help. Help comes in the form of her team—which includes a virtual assistant, editors, illustrator, PR director, and more—but also from automation. Here are the three areas where automation has driven value for her business:Automate essential financial tasks Automate your executive assistant Automate your collaborationLearn from an expert: 3 ways to empower your team with automation(If that executive assistant idea sounds extra appealing, you can also check out this piece from Cortney Hickey, an EA at Zapier, who shares her tips for automating common tasks that EAs have to handle, whether you have one or not.)
Hi! Deb here, from the Zapier blog. We recently had the managing partner at luxury real estate business Manhattan Miami, Ricardo Mello, write an article about why CRMs are core to any real estate business.How a CRM can revolutionize your real estate businessIt seems like a simple concept—use a tool to make your job easier—but it’s one that’s hard to come around to. No matter your role, it can be exhausting and terrifying to add a new app to your stack. But it’s all about keeping your eye on the prize and coming back to the benefits that will come from it in the long-term (and short-term too, honestly).Ricardo’s CRM automates all the repetitive tasks involved in contact management and even helps him build relationships with his clients. And he uses Zapier to connect it with all the other apps he uses, like automatically creating new contacts whenever someone fills out a lead gen form.As someone who’s been using a combination of sticky notes and Google Sheets as their to-do list for thei
Creating more Effective Multi-Channel Communications inside a Multi-Staged Workflow in a Digital World requires cut through communications. Zapier enables this IF you have the right approach. The benefits of doing this WELL is amazing. With our clients we have seen more than 30-50% increase response rate because we staged the communications and created continuous contact methodology across multiple channels. Think about if you saw a google advertisement, then saw a facebook advertisement, then clicked on the advertisement to see if it was interesting. From there you might request an info booklet. Now you have something to work with. How do you get a purchase, or get them to come into the store, or attend an open home. Well that depends on your outcome but simply put, persistence and good re-marketing. I am talking about using social media and web pixels but more importantly pushing the lead down a funnel to a sale. Let's say you capture their info for sending the info booklet off face
Zapier Webinars offers a wealth of knowledge for beginners and automation experts. From introductory sessions on Formatter by Zapier to advanced topics such as empowering security and IT with Zapier, there is something for everyone. Don't miss out on this opportunity to expand your skills and streamline your workflows! Here’s what’s coming and what’s featured for the month of April: How to scale automation across your team - Tuesday, April 11 at 11 a.m. PT / 2 p.m. ETJoin this webinar to learn how Zapier's newest features can help your team unleash the power of automation to drive your business forward. Register today.Pro tip: Can’t make it live? Register anyway, and we'll send you a recording after the webinar ends.Make automation the backbone of lead management - Featured Webinar Want to learn how to build enduring lead management systems that grow with you? This webinar will help you get there. We'll talk about how to automate your lead funnel so you can increase efficiency, profita
So January 2023 was a busy month for you? Us too; here’s a recap in case you missed it. 👇👇👇_________________________________________________________________________________ Product UpdatesNew In Transfer — Transfer by Zapier, allows scheduled Transfers to recognize related records in the destination integration and determine if a new record should be created or if records should be updated with new information. This ensures that data in the destination is up-to-date with the source of truth. The update includes new options for selecting destination app actions and the ability to recognize changes to user-editable fields in the source app. The first release of this functionality includes Shopify, Zendesk, and QuickBooks integrations.Workflows & Workarounds How to Send Elementor Form Submissions to Zapier—This article is for Elementor users who want to send their form submissions to other apps, such as Google Sheets and CRMs. The article shows how to use Zapier to receive and forw
Hey, folks! Janine here from the Zapier blog team. We recently published this very cool story about how Zapier customer Jeffrey Sun uses autoamtion to run a customized apparel store. I love hearing about the unique Zaps people set up, and Jeffrey’s is amazing. Using automation, he’s able to generate unique chess-themed apparel, featuring individually generated images of whatever chess position someone requests. Check it out!What Zaps are critical to how your business operates? Do you have a favorite workflow that keeps things going? If so, we’d love to hear about it.
Hi! Deb here, from the Zapier blog. On our team, automation and Zapier are kind of synonymous, but automation is (obviously) so much more than Zapier. The more we write about apps and technology on the blog, the more I'm introduced to and reminded of all the types of automation available to us as knowledge workers, business owners, and just...humans. And I'm not only talking about the basics like getting an automated reminder that your doctor's appointment is coming up. Here are a few topics that have come up recently that have reminded me how we can "automatically" do things all over the place. Keyboard shortcuts (the person who wrote this piece has one-key shortcuts that set off pretty complex workflows) Automatically closing those annoying "Launch Meeting" tabs from Zoom (why click when you don't have to?) Your phone offering to share your Wi-Fi password with someone nearby Data validation (jury's still out: is this automation? I say yes.) What kind of automation do you use on
Hello! Deb here, from the Zapier blog. The week before last, we had our first-ever user conference, ZapConnect. It was awesome to connect with thousands of our customers and learn how everyone is using Zapier—and what we could be doing better.Our CEO, Wade, opened the conference with a keynote about the history of technology, and he turned part of that talk into a blog post about the issue of "engagement" with apps. Take a look.Engagement isn't the future of softwareThe main takeaway is that people shouldn't have to engage with their apps all the time. Apps shouldn't distract us; they should focus us. They shouldn't take time away from our days; they should give us time back in our days. And that's exactly what Wade and the rest of us want to be sure Zapier does for you.The Zap I rely on most (send new saved Slack messages to my to-do list in Google Sheets) is one I set up over three years ago—and I haven't touched it since. Not one time. It's the epitome of set it and forget it. It ha
Hello! This is Deb at Zapier. One of my favorite pastimes is having big plans to start a new habit and then never, ever starting it. Note-taking is one of those habits.I’ve always wanted to be a note-taker. I have an atrocious memory, and taking notes would likely help with that, at least a little. Plus, I’m generally super organized, so it feels like a good fit. And yet—I have a few sticky notes lying around, and otherwise, I’m note-free.Once in a while, I read something that makes me want to change that. Chris Thomas, content marketer at Talkative, wrote a blog post for us about how he finally stuck to a note-taking (and note-reviewing) habit, and it brought me back to that “I should totally takes notes!” mindset. Maybe this time’s the charm?5 tools that improved my note-taking and changed how I learnPart of the deal is that you automate the process. Make sure all the notes you take end up in one place, and then set up automations that remind you to review your notes. Our staff write
Hey there, Zapier Community! Janine here from the Zapier blog team. One of our staff writers recently talked with a few Zapier Experts, @AndrewJDavison_Luhhu of Luhhu and Paul Kortman of Connex Digital, about how they approach automation—particularly for complicated processes that might feel overwhelming.Their recommendations came down to these five things: Start with an outline Find the inefficiencies Review the decision points Dive in and start simple Stay flexible For more on how to put these tips in action, read our piece:How to automate a manual process without feeling overwhelmed What manual processes do you want to automate? (Or, if you've automated something that you're proud of, share that in the comments!)
Hi! Deb here, from the Zapier blog. We've been writing a lot about lead gen recently—we know it's a pain point for marketers, and so we've pulled in experts and business owners to offer their perspectives. Most recently, we published an article with tips for creating more effective lead gen forms.5 tips for creating effective lead generation formsBut, of course, creating the perfect lead form is just the first step. If you get submissions and then either forget to check them or don't get to them quickly enough, you'll lose the lead. So (say it with me): automate the process.No matter what tool you use for your lead gen forms—whether it's a standalone form app like Google Forms, an embedded form on your WordPress site, or a paid lead ad form on LinkedIn or Facebook—you can connect it to your other tools to be sure nothing slips through the cracks. (Here are some more lead management automation tips to get you started—or bring you to the next level.)How do you automate your lead gen and
Hi! It’s Janine from the Zapier blog team. We published a great piece this week from Paulina Karpis at brunchwork, outlining a quarter-by-quarter plan to take your idea to your full-time job within a year.She outlines the steps she went through and gives actionable advice for what to think through at each stage, from market research to MVP to marketing and beyond—and she shares the ways she used automation to help her accomplish this.Side hustle: From idea to full-time business in 1 year I love her advice. It’s practical and direct, and is rooted in her own experience. For many, turning a side hustle into a full-time company remains a pipe dream. But I'm here to tell you: With the right idea, with focus and determination, and with a solid plan, you can do it. All you need is a year.
Hello! Deb here, from the Zapier blog. Like every other human on the planet, I love crossing things off a list. Sometimes my husband even lets me check his tasks off our shared to-do list when they're done because he knows how much joy it brings me (a real sacrifice). But you know what's not as fun? Adding tasks to a to-do list. And not just because it makes the list longer; it's also super tedious. And, as it turns out, completely unnecessary. If you're still manually adding tasks to your to-do list, it's time to stop.Let me share with you maybe the simplest Zap on the planet, but also the one you'll use the most for your personal time savings. Whenever a task comes across your desk (whatever that means), Zapier will add it to your to-do list for you. It doesn't matter where the task comes from: If it comes from your email, star the email, and the Zap will send the relevant info to your to-do list. If it comes from Slack, save the message. Boom—on your to-do list. If it comes from
Hi there, it’s Deb from the Zapier blog. It’s Thanksgiving week, and it’s gonna be a tough one for almost everyone. I’m feeling especially grateful this year that I’ll be able to spend time with my husband, kids, and dog; that we’re all healthy; and that we can have a meal all together.Lots of folks aren’t as lucky—and not just at Thanksgiving. At the beginning of the pandemic, Rhiannon Menn was looking for a way to support the families in her community while still following stay-at-home orders and keeping her family safe. She decided to deliver meals to local moms who were struggling. From there, thousands of other volunteers joined in to help—and now her nonprofit, Lasagna Love, is delivering meals to families all over the country. In order to scale, Rhiannon used Zapier to automate a lot of the tedious work. Learn more about Rhiannon, Lasagna Love, and Zapier here:How a one-woman nonprofit scaled to deliver thousands of meals to people in needWe have lots of other customers using au
I’ve recently worked on a workflow for a couple of my clients in rental real estate and figured it’s worth sharing for inspiration. The typical qualification process with the agencies I’ve worked with were as follows: 100+ leads came in through StreetEasy, Zillow, and other popular websites each day. Every morning employees responded manually to each email that had come in with a series of questions to vet leads. Once the responses came in, employees rechecked numerous emails to see if any leads were qualified, many were not.This process worked to some degree, but it also wasted hours of valuable time, and the company lost qualified leads because of the time delay from inquiry to outreach. After all that effort, the many lost and unqualified leads hurt employee morale. Here’s how the agency works now after automating this workflow:Their system captures lead information (Parseur) and sends an automatic form with qualifying questions minutes after submission (Keap). The system capture
Hey, Community!When I was in high school, someone hacked my dad’s business website. The general site infrastructure was still there, but the entire thing was in a language we didn’t understand and couldn’t easily identify. He ran a manufacturing plant, and the website wasn’t part of his day-to-day tasks. I remember having the distinct impression that no one really knew exactly how long the site had been taken over before they caught the changes and started working on a fix.If that sounds like your worst nightmare—even more so these days, because of how the web has become many businesses’ front door—check out our tips for how to use automation to protect your site and improve your digital security.You can add automation to your security systems to help you back up content and important documents, securely store passwords, actively look for weaknesses, monitor for fraud, and add encryption to your workflows.And if you’d like a deep dive on how one company uses automation to support SOC2
💯 Zaps Every Zapier Account Should Have ON These Zaps will monitor what matters most for you! AppsMonitor the Apps being used in your Zaps.Trigger: App Status - New or Updated App Incident Action: (up to you - e.g. Slack, Email, SMS) ZapsMonitor your critical Zaps.Trigger: Zapier Manager - Zap Turned OFF Action: (up to you - e.g. Slack, Email, SMS) TasksMonitor your Task usage.Trigger: Zapier Manager - Task Usage Limit Reached (90%) Action: (up to you - e.g. Slack, Email, SMS)
Sometimes you know exactly what you need to automate—like sending Facebook Lead Ads to Google Sheets or creating contacts in Pipedrive when someone fills out your Typeform. But figuring out your next Zap can be a challenge, especially if you've only ever used Zapier to solve a very specific problem. Automation is powerful, and with so many possibilities, it can be tough to decide what else to do with Zapier. So we put together a quiz to help you find a Zap that will help you work better. It takes a few minutes to complete, and when you're finished, you'll get a personalized recommendation for what to automate—saving you time and giving you the satisfaction of a job well done.Take the quiz
Hello! Deb here, from the Zapier blog. If you’ve read any of our blog content, you know we’re kind of obsessed with to-do lists. That means we keep our eyes out for big changes in the category. This week, Todoist announced some changes to their free plan, and our staff writer Justin outlined what you need to know.Todoist's free version is now limited to five projects—here's what you need to knowJustin offers some workarounds if you want to stay on the free plan but are running into your project limit. He also outlines all the new benefits of the free version. The good news: integrations are still free, so you can continue connecting Todoist to your other apps with Zapier. Here are our suggestions for the best ways to automate Todoist.
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