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691 Topics
deb
debZapier Staff
published in Featured Articles
Finding the humanity in automation

Hi everyone, it’s Deb—one of the managing editors of the Zapier blog. Our mission at Zapier, as you might know, is to democratize automation. One roadblock we run into is that not everyone wants to use automation. According to a survey we commissioned, 11% of people are either afraid of using it or are afraid it will drastically change the responsibilities of their role.And I get it—if I didn’t work for an automation company, I might also be wary. ROBOTS ARE COMING TO GET US. But, as it turns out, automation is a very human thing.In this article on our blog, early childhood expert Colin Johnson talks about how the desire for efficiency—essentially, automating our brains—is at the core of who we are as humans. Have a read.Automaticity: Finding the humanity in automationHow does automation make you more human? Let me know in the comments! 

530
deb
4 years ago
GetUWired
GetUWiredZapier Expert
posted in Show & Tell
Dynamic Google Sheets Formulas

Figured this workaround out today but have been trying to figure this out for a bit so I thought I would share in case anyone else needed it! This is to create dynamic formulas that will calculate data as rows come in to google sheets. First use the create row step to create the row without the formula fields or with formula fields that are not dynamic. Immediately after this step, add another step to Update a Row. Use the custom tab to insert the row that was created in the previous step for the row to be updated then when you type in your formulas you can insert that same row Id where you would usually reference it in your formula. Voila! I hope that helps! 

13733
andywingrave
4 years ago
J
JenharrisBeginner
asked in Show & Tell
Pdffiller

I want to know how you can see what you are completing in pdf filler. When I do the set up it only gives me discriptions such as Box 1278 and text field 2033. I need to match the excel sheet (name, surname, ID etc) with the relevant section in the form. 

1414
GetUWired
4 years ago
Janine_Anderson
Janine_AndersonZapier Staff
published in Featured Articles
What would you like to never copy and paste again?

Hey, folks! Janine here, one of the editors for the Zapier blog. We just published a piece about how to use automation to cut off the copy-paste tasks you do over and over again.A personal story on this: I volunteer with a local theater company, and one of the jobs I do for them is put together their programs. Everyone in the cast and crew would email me answers to a set of questions, and then I would copy and paste information to update bios in the program for the latest show. When I started using Zapier, I realized I could stop a lot of that copy/paste process. I set up a Google Forms to Google Docs Zap, and dropped answers to specific questions in the skeleton of a bio. I still have to copy each of those bios into the final document, but now I’m just tweaking a few words rather than copying over lots of info (or retyping answers0. Whether it’s copying files, copying notes, copying information, or sending information between two apps, Zapier can help. Let us know: What would you like

1153
Janine_Anderson
4 years ago
deb
debZapier Staff
published in Featured Articles
How a one-woman nonprofit used automation to help deliver thousands of meals to people in need

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

591
AndrewJDavison_Luhhu
4 years ago
Janine_Anderson
Janine_AndersonZapier Staff
published in Featured Articles
Connect your CRM with Zapier and boost efficiency

Hey, folks! Janine here from the blog team, to share another automation inspiration tip for you. CRMs help people get work done. They organize and manage leads and contacts, help you track deals as they advance through the pipeline, and make it easy for team members to see information in one place. But keeping them updated can be a daunting task, and if you’re manually entering data, there’s always the chance for human error. Automation can help!Writer Chris Hawkins put together a piece about ways to use Zapier with your CRM to improve your team’s productivity and efficiency. Read the piece for ideas, and to see a hand-selected list of valuable Zaps you can use to:Improve sales workflows by automating parts of your contracting process, tracking leads, and creating contacts Strengthen marketing efforts by connecting your CRM with marketing automation, webforms, and social media Reduce information silos by streamlining notifications in team chat or connecting your CRM with task and proje

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C
4 years ago
deb
debZapier Staff
published in Featured Articles
How one simple Zapier workflow created a multimillion-dollar business

Hi! I’m Deb, one of the managing editors of the Zapier blog. I recently had the pleasure of chatting with some folks at Bonjoro, a video email app that helps you connect with leads and customers. I knew about Bonjoro—I’ve gotten video emails from businesses using it, and they’re awesome—but what I didn’t know was that the MVP for the app itself was built using Zapier.Check out CEO Matthew Barnett (aka “Papa Bear”) talking about how Bonjoro came to be, and how one simple Zap helped create their booming business.How one simple Zapier workflow created a multimillion-dollar businessIt continues to amaze me how many projects and apps are powered by automation. Are there any other apps you know that started with a Zap? Let me know in the comments, and maybe we can feature them on the blog!

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Bryan_from_workload
4 years ago
S
SPudskiNew
asked in Show & Tell
Rotaville

Hi all, We use rotaville for all our staffing needs. Does anyone know any other apps similar to this to create a Zap? Cheers

471
AndrewJDavison_Luhhu
4 years ago
nicksimard
nicksimardZapier Staff
posted in Show & Tell
Trigger a Zap and play a custom sound (browser & mobile app)

Hey everyone!I wanted to share a quick tip about an app that I just discovered. I received a notification for this Reddit post in the Zapier subreddit. Vybit enables you to find a sound that will be played in your web browser and/or their mobile app when your Zap is triggered.You can check out the integration here: https://zapier.com/apps/vybit-notifications/integrationsWays I can think of that you could use this:have a specific sound when you receive an email from someone you deem important hear something like a cash register (or an airhorn) when your online store makes a sale trigger a Zap using Shortcuts in iOS to play a sound on demand (on someone else’s device, for example) play a siren sound 5 minutes before meetings, to make absolutely sure you don’t show up lateI’m sure there are countless other ways you could make use of this :)EDIT: I see that the Vybit team added their own post in the Zapier Community as well...probably should have checked for that first, haha.

18110
nicksimard
4 years ago
Christiaan
ChristiaanNew
posted in Show & Tell
Zapier alternative for Coda Upsert

What is Upsert?UpSert is a Coda.io function that permits to OR create a new row OR to update a row if there is a match. I had a working solution for a while based on a Coda Row ID. The logic was like this:A form of Paperform was filled out and via Zapier the data was injected into a Coda table. When the subcriber wanted to update the info (via a link in an email sent via Zapier - > MailJet ) an Upsert took place based on a hidden field in Paperform that I had injected with a Coda Row ID.  The creation of the Row ID and how to prefill the Paperform is not the issue here, I guess the reader knows how set this up.Coda and the RowIDWhen a form with a Row ID came back, the uspert took place. The handy thing was that inside Coda we had an automation running that created a duplicate of the RowID column. Due to this automation it was not a formula driven column so we could used it to set up a Match in Zapier.  However after a while this solution did not work anymore. I created two solutions

1811
nicksimard
4 years ago
deb
debZapier Staff
published in Featured Articles
Use standard operating procedures to find tasks ripe for automation

Hi! Deb here, from the Zapier blog. We’ve been talking to small business owners across the globe, and we’re learning so much about how you all streamline your work. Recently, business owner Judith Meyer wrote a post on our blog about how standard operating procedures helped her scale her business.How standard operating procedures can help you grow your businessThe gist: standardizing and documenting processes isn’t just a bureaucratic task to check off your list. Instead, it’ll open your eyes to processes that could be better—or could be automated. What other unexpected tasks have given you insight into an automation opportunity? Let me know in the comments!

800
deb
4 years ago
Janine_Anderson
Janine_AndersonZapier Staff
published in Featured Articles
Use automation to fight work burnout

Hey, folks! Janine here from the blog team. I wanted to share an article that feels timely, at least in my own life. We’re balancing work-from-home and school-from-home, and are entering a very busy celebration and holiday season for our family.It all feels like a lot. But there are some techniques I’m using to help keep me focused on what needs doing. Our writer Krystina Martinez put together a collection of useful Zaps aimed at fighting burnout. Included in the collection are Zaps that can:Set your status so your team knows when you’re available Tie your Philips Hue bulbs in with your calendar Schedule breaks and remind yourself to actually step away Remind you to take vacation time Filter information so you’re able to stay focusedAutomate healthy work habits and fight burnout One tip that’s not included in that piece is my favorite Zap to combat burnout: A bot that tells me to sign off Slack.Are there any Zaps you use for things like this?

2190
Janine_Anderson
4 years ago
nicksimard
nicksimardZapier Staff
published in Featured Articles
3 ways to create line items in your Zaps (perfect for testing)

The use case I’ve got in mind here is for when you know your trigger step will be producing line items, but you either aren’t able to pull in sample data or you aren’t able to access the app in order to create new items. Sometimes you can skip the trigger step’s test and you’ll have some dummy data to work with, but a) it’s not always valid in terms of the structure, so maybe you don’t get line items in that sample or b) it’s not provided at all, so you aren’t able to get anything at all from your trigger.NOTE: some of these methods might be useful for workflows besides the use case I laid out above, which is a bonus :)Method 1: Use a Code step as your triggerI don’t profess to be an expert in Code but way back when I had someone help me out with this snippet and I’ve used it extensively ever since. I added it to TextExpander so I can easily make myself some line items when I want to test something in a Zap.Choose the Javascript option and use the following (adjust for your needs, clea

19480
nicksimard
4 years ago
nicksimard
nicksimardZapier Staff
published in Featured Articles
How to run an action at a random times, like creating social media posts (for example)

Hey hey! Welcome to another Wednesday, and another workflow. This one consists of multiple ways to accomplish the same thing. Let’s say you want to run an action at random times, whether that’s throughout the whole day or even within a range of hours.Why would you want to do this? I can think of a few reasons:You want to create social media posts and make it look more natural and random You’re reposting from one platform to another and you don’t want the other accounts to repost right away You want to send someone messages (maybe love notes) throughout the day but not always at the same time. You want to receive a random cat GIF everyday, again at unexpected times You want the actions to take place during certain hours (maybe 9 to 5) even though the trigger could be earlierNOTE: these techniques can be used regardless of whether you’re using a Schedule by Zapier trigger or triggering your Zap from another app.Method 1: Use a Spreadsheet-Style Formula to Generate a Random NumberOur Form

21361
A
4 years ago
deb
debZapier Staff
published in Featured Articles
Using your form app for more than just forms

Hi! Deb here from the Zapier blog with a concept I’m really into right now.The best apps are really good at what they do—you don’t rely on them to solve all your problems, and you can just connect all your specialized apps with Zapier.But sometimes apps have uses you might not think of—and they’re worth trying out. For example, I use Google Sheets as my to-do list. Our staff writer Justin just wrote about another example: using Typeform for memos and tutorials. Take a look.Why you should use Typeform for memos and tutorialsWhat apps do you use for off-use tasks? Let me know in the comments! 

1281
ronmuchhala
4 years ago
J
jkitsmillerNew
posted in Show & Tell
Copy Zoom Recording to Vimeo

I have been trying to figure out how to copy my Zoom recordings to Vimeo and although there were several topics on it, they made it more complicated than it needed to be, and didn’t give you the ability to easily name your Vimeo video something from Zoom. You can do it in 1 Zap. Zap Steps For Google Sheets I created 2 columns, one form the Video DL URL, the other for the Topic from Zoom (which I am actually getting from another Zap with YouCanBook.me and Zoom. Google SheetsI put a delay in just to make sure it is written to Google Sheets before trying to copy it to Vimeo. The last step was to then upload it to Vimeo. I used the Video URL from the above step from Google Sheets, and the Topic I grabbed from Zoom.  

3841
Liz_Roberts
4 years ago
Janine_Anderson
Janine_AndersonZapier Staff
published in Featured Articles
The BlackTies: Making magic with automation

Hey, everyone! Janine here, one of the editors of the Zapier blog. In addition to pieces about productivity, apps, running a small business, and using automation, we also highlight ways Zapier helps users succeed. One of my recent favorites features The BlackTies, a group of magicians from Sydney, who found adding automation into their business allowed all of them to focus on their passion.Using Zapier helped them scale, handling five times as many leads with less time by their team.Zapier helps The BlackTies focus on making magic, not managing leads."Our old system was called Julian," said co-founder Scott Zhou. "He was a member of our team, and he literally spent the whole day, five days a week, on our numerous apps, typing away, ensuring we had kept track of every inquiry and performance."He transferred information from email to Trello cards, and updated each card to make sure whoever staffed the event had all the information needed."Julian is a magician at heart," Scott said. "He w

1350
Janine_Anderson
4 years ago
deb
debZapier Staff
published in Featured Articles
Have you tried joining Zoom by phone?

Hi! I’m Deb, one of the Zapier blog editors. The other day, I called into a meeting for the first time in almost three years. By called in, I don’t mean that I logged into Zoom on my phone and looked at everyone’s tiny faces. I actually dialed a number and used my phone as an actual phone to participate in the Zoom call.It was amazing. Give your video brain a break: Join Zoom by phoneNow that Zapier has a trigger for New Recording in Zoom, you can always have someone record the meeting, and it will automatically upload the recording to Google Drive or another app. That way if someone shared their screen or something, you can easily go back and take a look later. There’s really no downside.Have you tried calling into a Zoom meeting? How did it go? Any mishaps I didn’t think about? Let me know in the comments!

851
nicksimard
4 years ago
B
BaibaNew
asked in Show & Tell
Automated LinkedIn onboarding Messages to new contacts

Dear all, Whether it would be possible to make automated LinkedIn onboarding Messages to new Linkedin contacts? Looking forward hearing from you soon,Baiba 

450
B
4 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
published in Show & Tell
Join SocialBee and Luhhu for a Zapier 101 webinar

Are you interested in learning about how you can use Zapier to automate your social media marketing efforts? If so, please join us for the following webinar event:SocialBee & Luhhu: Zapier 101When?October 27th at 6 PM Central European Time / 12pm ET / 9am PTWho are SocialBee?SocialBee is a top-notch social media management tool for businesses that want to automate their online presence. In recent years, SocialBee has developed both services and training that complement the Tool. Currently,  SocialBee has 17K+ App Customers, and over 18M+ status updates published via SocialBee.Who are Luhhu?Luhhu is an automation agency and one of Zapier’s top-rated experts. They help businesses save time and money automating their processes.

820
AndrewJDavison_Luhhu
4 years ago
Liz_Roberts
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

11500
Liz_Roberts
4 years ago
Janine_Anderson
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

1761
andywingrave
4 years ago
Liz_Roberts
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

4850
Liz_Roberts
4 years ago
deb
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
deb
4 years ago
nicksimard
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

16480
nicksimard
4 years ago
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