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Learn and Share

Learn and Share

Find and share Zapier tips and tricks, and learn how other people are using Zapier.

646 Topics

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Janine_AndersonZapier Staff

published in Featured Articles

Ways to automate URL shorteners

Hey, Community members!Janine here from the blog team with another idea for you, this time for how to use Zapier to help wrangle your short URLs.People use URL shorteners for the obvious reason—getting a short, clean link that’s easy to share—but there’s more you can do, especially when you connect your URL shortener with other apps using Zapier. We put together a blog post about Zaps you can use to help with things like:Automatically creating shortened URLs for new content you publish or products you add to your store Send all shortened URLs you create to a Google Sheet or other database for easy tracking Notify your team of new short URLs so everyone uses the same links Monitor link activity, like referrers or clicks Automatically share shortened URLs to social mediaCheck out the article for Zap templates you can use to get started with these workflows!Get more ROI out of your URL shorteners with these 4 workflowsAre there any things we missed in this article? Let me know in the comm

1591

3 years ago

Liz_RobertsZapier Staff

published in Getting Started

Additional Guides and Resources

After you’ve completed Zapier 101, continue learning more about the powers of automation from our other guides and resources!Automation Inspiration Check out 350+ of our most popular Zaps across fifteen categories, with tools that can help everyone do their best work, better. Email MarketingEver send emails to market your products, announce upcoming events, share news about a non-profit, or just about any other type of emails that go out to more than one recipient? Then this guide is for you!Forms & SurveysEverything you'll need to get started collecting data with forms and surveys, complete suggested apps, cheat sheets and templates!Google Sheets Go from beginner to expert as you learn how to: get started with spreadsheets, create advanced spreadsheet-powered dashboard, build powerful macros to automate your work, and more!G SuiteLearn how to set up and manage your company's new G Suite account in under an hour! Your team will be elated with shiny new G Suite accounts to keep all

4710

3 years ago

Liz_RobertsZapier Staff

published in Getting Started

Learn Zapier Basics

There's a simple truth behind Zapier: Automation will make your work day easier. But…what is it? And how can you use it at work?Enter Zapier University's Course 101! Zapier's team will guide you through building an automation mindset, covering examples of every day automation and how you can determine which tasks you could automate.Then, you'll learn what Zaps are, how they work, and how to create your own. Once you're comfortable with your 2-step Zap, you'll be introduced to different ways to make your automated workflows even more efficient and powerful—taking even more of your manual work and automating it.Ready? Click here to get started!

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3 years ago

Liz_RobertsZapier Staff

published in Show & Tell

Tips on hiring a Certified Zapier Expert

Zapier Experts are certified consultants, freelancers and agencies that can help you do more with automation. They can help you improve processes, recommend applications and streamline your workflow. How to identify a Zapier Certified Expert?Zapier Certified Experts are distinguishable in Community via the Expert badge and title. These identifiers are visible on the Expert’s Community profile page and beside their name within any responses or topics they share in Community: How to get started and what should you ask an Expert you may be interested in hiring?We sat down with Zapier Expert, Andrew Davison of Luhhu to learn more about what to consider and prepare for your first chat. General questions that a client should consider before hiring an Expert or any third-party to assist with their Zaps are: What timezone are they located in? What their working process is (does this align with your own?) How will projects be managed and who will be the main point of contact? Timing is a

10970

3 years ago

nicksimardZapier Staff

published in Getting Started

How to troubleshoot your Zaps

We try to make Zapier as easy to use as possible but there are times when you’ll run into errors with your Zaps. This can be for a variety of reasons, including but not limited to:A misconfigured Zap Missing data in a step of your Zap Zapier-related issues Issues with the app partner/integration Hitting API limits and being throttledHere are some troubleshooting tips to get you on your way as quickly as possible: If you post your error in Community, please be descriptive and include the error message if it is availableInstead of: “My Quickbooks Zap is broken- HELP!”Try providing some context so that you receive better, more timely assistance: “When I test my QuickBooks step in the Zap Editor I get this error message:” If your error is in the Zap editor, use the built-in help guide:If you look at the screenshot above, you’ll notice that there’s a button that says “Troubleshoot Error.” By clicking that button, the Guide will open on the right-hand side of the editor:Check out the “Troubl

15790

3 years ago

debZapier Staff

published in Featured Articles

Automation is a habit—here's how to build it

Hi! Deb here from the Zapier blog. If you’re hanging out in the Zapier community, it’s likely because you’re automating things. Or at least automating a thing. But automating something is very different from forming an automation habit. To have an automation habit, you need to be thinking about automation as a potential solution to problems you come across or tasks that are draining you.Then, of course, you need to hone those workflows after you’ve built them. It’s kind of like getting into the habit of exercising: you don’t just start jogging 30 minutes a day and then do that exact same practice forever. You adjust your practices to make it better fit your routine as it develops.Here’s the article our staff writer Justin wrote about developing an automation habit. Automation is a habit—here's how to build itIs automation a habit for you? What kinds of automation-related tasks are second nature for you? Let me know in the comments!

510

3 years ago

laurieZapier Staff

published in Featured Articles

Learn to be a Pro at using the Zapier App Directory

One of the most overwhelming parts of using Zapier is figuring out where to start. Which apps should you use? How do you know what triggers and actions are available for those apps? There’s so much choice!A great place for inspiration is our automation inspiration example Zaps. Here you’ll find a wide range of Zaps to suit your every need — whether you need help with managing projects, your social media, your emails, your calendar, and anything else you might think of.But if you’re coming to Zapier with your workflows already mapped in your mind, you don’t need inspiration, you need to know what’s possible. The good news is that you’ll find everything you need over in our App Directory (or our Zapbook as it’s affectionately known around these parts).The DirectoryLet’s start with the directory home page. Here you’ll see the list of all 2000+ apps Zapier integrates with, broken into categories:You can dig in to each of those categories to find the apps that do what you need. You can also

5000

3 years ago

ChrisPConnector

asked in Show & Tell

Zap setup JSON export mapping

I discovered a new feature today (to me anyway) - the ability to export a json file of your zap set-up. To get there click on new info button next to zap title: This will take you to the following page: I remember there was a way to export this json previously but it was not so front-and-center. Now that more people will likely be exporting this file can anybody provide a mapping of the json elements with which apps are used etc? (at the moment the json is all very cryptic). If so, it may be possible to do build a zap feeding this data into a diagramming app like Lucid Charts with a pre-built template and have a cool visual flow diagram of every zap - something I’ve been longing for for ages!

1

3 years ago

debZapier Staff

published in Featured Articles

As you start to plan for 2021, automation can help you say no

Hi! I’m Deb, one of the managing editors of the Zapier blog. We’re starting to think about 2021 planning over here, and that means we have all the ideas. It’s awesome because we get to think up pie-in-the-sky plans and figure out how to turn them into actionable projects. But, of course, it’s impossible to do everything we want to do—and that’s where we need to flex our “no” muscles.At Zapier, we always try to build the robot to help us get better at our jobs, and saying no is a big part of doing good work. So we use automation to help us say no, whether it’s to a coworker who needs help, to our manager, to a meeting—or to ourselves.Here’s a blog post I wrote about how we do it.Use this tech trick to help you say noWith that said, what do you think we should do with the Zapier blog in 2021? Are there apps you want us to write about? Zaps you want tutorials for? Roles you want to see some automation inspiration about? Drop any thoughts in the comments!

1562

3 years ago

Krystina MartinezZapier Staff

published in Featured Articles

How SheEO uses an 82-step(!) Zap to support women-run businesses

Hey Community, Krystina here from the Zapier blog! I know our community members build pretty complex workflows to solve work problems. But does your workflow trump SheEO’s 82-step Zap?That’s not a typo. SheEO is building a $1 billion fund to support women-run businesses, so they need to automate whenever possible to reduce errors. Check out how they do it, and use their visualization of their monster Zap to inspire you to push the limits of what’s possible in Zapier! How SheEO uses automation to support women-run businesses

500

3 years ago

nicksimardZapier Staff

published in Featured Articles

Enhance your Zap-powered digests by using this little-known Airtable formula

We recently had a community member who presented us with a bit of a tricky issue:I would like to have weekly zapier rollups created using the information in this view but ONLY for items which are currently in the view – NOT for items which may have passed into and then out of the airtable view sometime over the course of the week. So, in other words, they’d like to get a digest of items that are in a particular Airtable view at the time of rolling up those digest items to send.This one stumped me at first because we’re not able to remove items that have been added to a digest. So triggering on a record being added to a view won’t help us because once it’s in the digest, it’s there permanently, regardless of whether it has since left that view in Airtable.My next thought was to use Storage by Zapier, adding child values for each record, then removing the value when that record entered another view (that would, by definition, mean it had exited the other view). This didn’t work out becau

3701

3 years ago

debZapier Staff

published in Featured Articles

debZapier Staff

published in Featured Articles

Should you be using Google Drive or Google Photos?

Hi! Deb here from the Zapier blog with some thoughts on two apps that, until recently, very much confused me: Google Drive and Google Photos. Why are there two apps that do the same thing? Answer: there aren’t. They’re very different. I know this because I asked our staff writer Justin to write about them. Google Drive vs. Google Photos: What’s the difference?What I found super helpful about his explanation was that Google Drive is best for professional use and Google Photos is best for personal use. There’s more nuance than that, of course, but it was a helpful first step to figure out what should go where.Because Google Drive integrates with Zapier, it ends up extending its professional benefits too, making hs argument even stronger. For example, if you have a designer who emails you assets, Zapier can automatically upload them to Drive. Or you can automatically save all your business’s Instagram posts to Google Drive so you have them backed up. Which do you use? Google Drive or Goog

2571

3 years ago

debZapier Staff

published in Featured Articles

Promote inclusive language with a simple Slackbot

We have all sorts of diversity and inclusion (D&I) efforts going on at Zapier. Everything from unconscious bias training to allyship keynote speakers to KRs that reflect our D&I goals.Since we spend all our days thinking about how we can make apps work best for us, my colleague Dannielle thought about how folks could use Slack to help promote inclusive language. These days, most of us are living on Slack or another team chat app, so it’s a great opportunity to take advantage of its features to add to D&I efforts.Take a look at this article she wrote for details on how it works—and why.Promote inclusive language on your team with a simple SlackbotNow we’re on the hunt for other apps that have features that might help with D&I efforts. Any suggestions? Drop them in the comments so we can check them out!

1711

3 years ago

Janine_AndersonZapier Staff

published in Featured Articles

Automate Airtable and automatically track information, be notified of changes, and back up your data

Hey, Community! It’s Janine, one of the managing editors here at the Zapier blog. Airtable is a popular app on Zapier, and one that gets asked about fairly regularly here in the Community. We recently published a piece that goes through some of the ways people use Zapier to automate their Airtable bases. Get some inspiration for workflows that let you:Track important information in Airtable, like importing contacts, form submissions, or information from emails or RSS feeds. Be notified when things change in your base, by getting emails, notifications in a team chat app, or a text message. Automatically back up your data by sending new information from Airtable to other spreadsheets, or vice versa.Do you have a favorite Airtable Zap, or would you like us to go into more detail on how to set up one of the Zaps in the article? Let us know!

1250

3 years ago

AnjelikaChBeginner

posted in Show & Tell

Document generation integration with line item support

Hi there,I represented the Plumsail Documents team. Recently, we built a Zapier integration for document generation. We’re passionate about tools that save time, human resources, preserve you from repetitive routine:-)Plumsail Documents allows you to:generate documents from templates (Word, Excel, PowerPoint, HTML) auto-populate fillable PDF documents deliver the resulting files to the cloud, and much moreNow, with its integration for Zapier, it’s easy to connect your document generation to other apps like web forms, CRM systems, payment applications, and so on. For more flexibility and functionality, we’ve added support of line items. Now, you can insert multiplying values from line items to document templates. Please, give it a try. Personally, I’d appreciate your feedback and if you share some of your use cases. Regards,Anzhelika CherinaPlumsail team

0

3 years ago

debZapier Staff

published in Featured Articles

Management automation tip: automate feedback tracking for your directs

I’m one of the Managing Editors of the blog over here at Zapier, and my colleague Krystina recently wrote a piece about how to automate your feedback tracking. Her system is based on a brag sheet, where she tracks all her wins—and not-so-wins. I just recently became a manager at Zapier, and this article made me realize: I need a system for tracking feedback and comments for my direct reports. And not just for performance reviews, but for 1:1s, growth plans, and even just celebrating daily wins. I can only help my directs grow if I can point to really specific successes and areas for growth.At Zapier, most of our communication happens in Slack, but we work in lots of other spots: Google Docs, Coda, our internal blog tool Async, and plenty of other apps. Instead of making a Zap for each of those, I decided to use Push by Zapier.Whenever anything happens that I want to track, I use the Chrome extension to jot it down. (I also have the Push by Zapier app on Slack, which will automatically

870

3 years ago

Janine_AndersonZapier Staff

published in Featured Articles

4 ways you can automate your marketing

Hey, Community! Janine from the blog team here with another collection of tips you can use to grow your business. This article looks at marketing automation, and ways you can use Zapier to keep things focused and on track. This article includes Zaps you can use to:Stay on top of new leads from Facebook Lead Ads or Google Ads Use form submissions to automatically build your email lists Connect social media accounts so you can easily cross-post or automatically push new posts on your site to your most important social platforms Keep attendees of your live and virtual events up-to-date on your businessCheck it out! 4 ways to use marketing automation to grow your business

1160

3 years ago

Krystina MartinezZapier Staff

published in Featured Articles

Organize your cloud storage files automatically

Hi Community! Krystina here from the Zapier blog team!I don’t know about y’all, but when I think of organizing my files on my computer, Google Drive, or other places, I think, “hmmm, I really should do that...but you know what sounds fun? ANYTHING ELSE.”If your cloud storage is a hot mess like mine, you might appreciate our most recent article, rounding up 3 easy ways to keep your Dropbox organized. If you’re always digging through your email for a file attachment, or you forget to backup your files until something catastrophic happens, you’ll really want to take some of these Zaps for a spin. (And of course, you can sub Dropbox for your favorite cloud storage app.)While you’re getting your files in order, you might as well play around with the new Zoom recording trigger and back up your video calls too. 3 ways to keep your Dropbox organized

1910

3 years ago

debZapier Staff

published in Featured Articles

Automate the awkward out of human connection

Something I’ve been thinking about a lot recently, as my human interaction is at a minimum (to put it lightly): small talk is hard. Even more so when you’re working remotely—my colleague Jusin wrote an entire article about it.The hardest part for me is wanting to help keep morale up for my team but feeling super awkward being like, “hey everyone, let’s talk about...uh, something!” One thing we do at Zapier is let robots do the awkward parts for us. For example, every Friday, a bot sends our #marketing Slack channel a message with a Friday “watercooler” question. That gets everyone chatting without anyone having to awkwardly ask people what they wanted to be when they grew up. Much less weird coming from a robot, we think.If you’re itching for human interaction but don’t want to be the person who starts randomly asking about international weather patterns, try some of the automation suggestions I outlined in this article.Build culture in your remote team with automationWhat did we miss?

880

3 years ago

Janine_AndersonZapier Staff

published in Featured Articles

Automation to help your family go back to school

Hey, all!Like many working parents, I'm preparing for a school year that includes an awful lot of remote learning. Last year, I used Zapier to help us stay on top of school work with as little nagging as possible, so that it was easier for me, my husband, and our children to know what was done and what needed to happen next. I put together this article in March collecting Zaps that I and other parents at Zapier used to help keep their family schedules moving a bit more smoothly. 3 ways to automate parenting duties without screen timeMy most-used parenting Zap isn't in the article, though: I developed a routine of going through my children's Google Classroom accounts a few times a week (usually very early, before anyone else was awake) and copying assignments into a Google Sheet that had separate tabs for each child. Everything I put in the sheet was automatically routed to Todoist with due dates, so when they sat down for learning time, there was an easy-to-use list of what needed to b

1060

3 years ago

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