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Learn and Share

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

620 Topics

Malcolm Colman-Shearer
Malcolm Colman-ShearerZapier Expert
published in Show & Tell

Copper CRM: Getting around the limitations of the built-in integration

Hi all, if you're a Copper CRM user then this one's for you! Zapier's built-in integration with Copper doesn't support updating custom multi-select fields at the moment. So here's a post on how to get around that limitation, by using webhooks.https://www.optimi.co.nz/blog/2019/10/11/copper-crm-how-to-update-custom-multi-select-fields-via-zapier This gist of our post is this recipe which does most of the work with the native integration and the rest with web hooks:Set up your zap with a trigger and a Copper action stepGet your custom field definitions from the Copper APIHook up the Copper API to Zapier (via webhooks)Add a code step to format your multi-select data

676512
AndrewJDavison_Luhhu
3 years ago
calebgonzalez
calebgonzalezZapier Staff
posted in Show & Tell

Try out this Shared Zap to make sure you always see emails from our Support Team!

Try out this Shared Zap to make sure you are always notified when Zapier Support replies to your emails!     https://zapier.com/shared/58a6872b96952a8f62ab96a26628a7fc12da873f  

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M
3 years ago
O
OnlineSchedulerNew
posted in Show & Tell

Regex with Code by Zapier to clean and reformat your phone number data

Are you pulling phone number data in through a Zapier trigger and trying to format it before passing it into your Zapier action?   I work at a scheduling company and was trying to solve this problem because people use all sorts of characters, like hyphens, periods, parenthesis, spaces, and so forth. To make sure all phone numbers are formatted the same way, we wrote a zap sequence that will work as an intermediary step between any two approved Zapier apps.    The python-regex portion of this solution will strip out all the unwanted characters so that only a string of numbers remains. This solution works best if you are formatting phone numbers for a single country. If anyone gets through the article and has thoughts on how that could be improved, I’m all ears.    I provide the regex script about halfway down the page, if you want to skip straight to it. Here’s a link to the medium article with instructions, explanations, and screenshots on how to set it up: https://medium.com/@ezra_695

1
Danvers
Community Manager
3 years ago
BlakeBailey
BlakeBaileyConnector
published in Show & Tell

Quick Create Links for Zaps and Google Suite Tools!

Hello Again!Need to create a new Zap/Doc/Sheet/Slide, but don't want to waste time going to the homepage of the respective site, logging in, and then clicking 'Create a new X' or 'Make a new Zap'?Bookmark these links to auto-generate a new whatever you need and get straight to working!Zapier: https://zapier.com/app/editor/Docs: https://docs.google.com/createSlides: https://slides.google.com/createSheets: https://sheets.google.com/createWhat quick links do you use for other services?

37644
talbottsw
3 years ago
adbaum
adbaumZapier Staff
posted in Show & Tell

A Slack reminder to stretch every day

So I made a Zap that reminds me every day at 3pm to stretch. I get a Slack message encouraging me to stretch, and I’ve added a 10-minute yoga video.   I’m wondering if folks have ideas for how I can make this better! For instance, I was thinking about integrating my calendar somehow. I was also thinking about using Google Sheets to create a list of short Yoga videos, and have them attach to the Zap randomly. Get some variety in there.   I’m curious if others have any thoughts! You can check out the Zap here: https://zapier.com/shared/a61511e8a48d79ccce17ff980e43a1e8eb6330d2

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Danvers
Community Manager
3 years ago
Danvers
Community Manager
DanversCommunity Manager
published in Show & Tell

How do you use Slack for automation?

With Slack's new built-in automation tool Workflow builder... Meet Workflow Builder: the simple way to streamline tasks in Slack ...I've been thinking a lot about the ways in which we already automate tasks in Slack and possible new ideas along those lines. With Zapier being a fully remote company we rely on Slack for everything from team-wide announcements and project collaboration to water-cooler chat and sharing pictures of our pets! We use Zaps and webhooks to create bots to help us with tasks and also use third party apps to run things like stand ups and polls. How do you use Slack to automate things in your day to day life?

54648
A
3 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
posted in Show & Tell

Using Zapier to improve your remote working efficiency

As many people adjust to remote working in their businesses we decided to look at different ways Zapier can be used to smooth the process Check them out in our new blog post. If you’re using Slack, you’re going to find this particuarly useful. Things covered include: Keep inbox chaos to a minimum by routing emails through Slack. Keep you Slack status in sync with your calendar. Make sure no one forgets team meetings by sending out Slack reminders. Seamless booking of meetings by combining Zoom and Calendly   And, if you’ve got other ideas… we’d love to hear them!

0
AndrewJDavison_Luhhu
3 years ago
AlexDuggan
AlexDugganZapier Staff
posted in Show & Tell

Do you have Zaps that help you be a more productive remote worker?

Hi everyone, I was wondering how Zapier can help people who suddenly need to WFH right now. If you work remotely, do you have any Zaps that help you be a more productive remote worker? Do you have Zaps that help you stay organized? I would love to share these ideas on Twitter. If you share from your own account and tag Zapier, we would love to retweet you! If not, drop a link to your favorite Zap below and we can share it. Thank you!

0
AlexDuggan
3 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
published in Show & Tell

Unbelievably simple marketing automation Zaps that will transform your workflow

If you're just getting into Zapier, you might be feeling a little overwhelmed wondering what to automate first. It's best to go for some easy wins - by building zaps that take care of the processes costing your business valuable time and money each day.In our latest blog post, we cover:Content alerts on SlackCreate a zap that triggers on new RSS feed items (from your company blog, or a service like Google Alerts) and posts them in your companies Slack channel so your staff can see what you're up to.Automatic posting to social media networksSpeaking of your blog, another great idea is to create another RSS-triggered zap that sends out your content to social media - by either directly connecting the likes of Facebook, Linked and Twitter, or going through a tool like Buffer.Content curationGet your team to start using Pocket (or similar) and connect it up to a Google Sheet so you have a list of content ideas to explore. After all, a good blog needs good content.Social alert

27971
Danvers
Community Manager
3 years ago
S
stephaneBeginner
published in Show & Tell

Magento 2 to Trello with products images

Hello,It's my first post here. I would like to know if we can add processus to import images from our Magento 2 to Trello? Currently we only put product link that's doesn't working perflectly. Is it possible? Any idea how to do that?

32602
S
3 years ago
Liz_Roberts
Community Manager
Liz_RobertsCommunity Manager
posted in Show & Tell

Are you having trouble receiving emails from Zapier?

Try the below tips to help retrieve your Zapier emails:Check your email’s Spam folderTake a look in your Spam folder to see if the email has accidentally been sent there If you locate our emails, simply unmark them as spam and move them to an alternate folder (Inbox, Zapier, etc). This should prevent any future Zapier messages from being flagged by your email provider. You can also ‘whitelist’ the zapier.com domain so that any emails that end in Zapier.com will make it to your inbox. If your email is provided by your company, you may need to speak to your IT team about this.Search all of your emailsUse your email’s search function to look for any emails from an address that ends in ‘@zapier.com’. If you have rules that send emails to different folders, make sure that those from zapier.com are sent to your inbox. Confirm the correct email address is linked to your Zapier account:The email address used when you sign up for Zapier is your account email address. Zapier will send all alerts

0
Liz_Roberts
Community Manager
3 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
published in Show & Tell

5 super simple Zapier automations to save hours for your business each week

Hey everyone!If you're a business owner that's just recently discovered Zapier, you might be looking for some simple, confidence-building zaps you can build that will save you time.In an effort to inspire you, Luhhu just published a blog post rounding up the 5 most interesting ones we could think of.You can read the post here: 5 super simple Zapier automations to save hours for your business each week To summarise:1. Share New Content Across Social Networks AutomaticallyA great way to improve your SEO and drive traffic, minus the hassle of having to switch between profiles all the time.2. Create Trello Tasks from Calendar Events, Typeform Responses and EmailsIf you're the sort of person who likes to see all their incoming action points in one easy-to-manage place, then this automation is for you.3. Advertise New Products in Your Store on TwitterWhy not build a little social hype around your product and drive sales?4. Capture Email Addresses from PayPal Transactions to Gr

28111
Danvers
Community Manager
3 years ago
BlakeBailey
BlakeBaileyConnector
published in Show & Tell

Video - Sorting leads (or anything!) into arrays using Zapier

Hey guys! I've received this question quite a bit: How do I take something like a lead, and sort it into a specific segment or group based off of something like company size? That's a pretty simple challenge if the groups are single entities like A, B, or C, just throw it into the Lookup table in Formatter!Now, what happens if those groups are arrays like 50-100, 101-250, 251-1000? Then it's suddenly more difficult because the Lookup Table can no longer handle it! In this video, I describe a different method for sorting into arrays that is easy enough for anyone to replicate, while also showing a neat way to test these sorts of situations! Enjoy!P.S. I know that you can use either a Code by Zapier step, or an external call to something like Google Sheets to get this done, but I wanted a solution that was self-contained and didn't required minimal coding knowledge :)

6050
BlakeBailey
3 years ago
BlakeBailey
BlakeBaileyConnector
published in Show & Tell

Starting a YouTube Channel on Automation / Tech / Productivity - Feedback Welcomed!

Hey experts! This is something I'm sure all of you can connect with. I'm looking to help as many people as possible to leverage technology, automation, and good strategy. Therefore, I've recently started a YouTube channel to summarize some of the concepts I've been teaching for years. I really look up to all of you in this group, so it's your ideas and suggestions that I value most. This is my first (actual) video, so any and all feedback or suggestions from you guys would be very much appreciated.I'll also be making content specific to different tools, comparisons, concepts, and specific integrations (as long as I can keep myself on track and focused :P ).

44088
BlakeBailey
3 years ago
PaulKortman
PaulKortmanZapier Expert
published in Show & Tell

Using Spreadsheet-style Formula to combine multiple variables into one

My team and I seem to run into this alot with CRMs that have multiple fields for email addresses. Take a look at this screenshot:We're not 100% confident that the Home Email will always have an email address, yet in the next step we need an email address for this lead/contact. So here's the tip I use to solve for this issue. Add a Formatter - Numbers - Spreadsheet-Style Formula stepAnd I use the below formula, remember when dealing with strings or string values in Spreadsheet-style formula you need to surround the values with quotes. if("{{mobile_email}}"="",if("{{home_email}}"="","{{work_email}}","{{home_email}}"),"{{mobile_email}}")In English, that formula says if mobile_email is empty, and home_email is empty use work_email, if mobile_email is empty but home_email is not use home_email, if mobile_email isn't empty use mobile_email.In it's current version that formula doesn't test for if wo

33181
Danvers
Community Manager
3 years ago
Danvers
Community Manager
DanversCommunity Manager
published in Show & Tell

What's your favorite two-step Zap?

I love a Zap with filters and paths that can perform all kinds of wonderful automations, but I'm also partial to things that are simple yet powerful. What's your favourite two-step Zap? One that I have that's helpful is a 'Slack Reacji watcher' - when a certain emoji reaction is added to message in Slack, it sends me a DM. It's very useful for flagging certain types of messages. What have you accomplished with a Zap that only has the trigger and one action?

29271
blasemedia
3 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
published in Show & Tell

Win $500 for showing off your Zapier skills

If anyone enjoys this sort of think, Makerpad, a 'nocode' community is running a competition: 🚨 Automation Challenge (the brief) Top prize is $500 and some swag!

30813
Danvers
Community Manager
3 years ago
G
gavinschriver
published in Show & Tell

Making something happen in Voucherify

Tried to post this earlier but the board ate my draft I guess! Anyhow, someone on Reddit asked about Zapier allowing them to use a Google Form response with a collected email address to send that respondent a coupon through Voucherify, and this was the solution I came up with for integration after doing a bunch of digging around in Voucherify's documentation. Looks like Voucherify is "by Invitation" in Zapier at the moment, so just wanted to share it on here as a kind of tutorial in case someone else has a question about this app!(Note: I didn't handle the part on Voucherify that lets you automatically send coupons to new customers, just set up the webhook steps to get Google Forms to make something happen in Voucherify; I'm assuming anyone proficient in that app could or would probably know how to automate contacts once they arrive in the system).Visit https://support.voucherify.io/article/269-zapier and follow the “Go here to add the Voucherify app” link (ma

29913
Danvers
Community Manager
3 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
published in Show & Tell

Extract geo, company an carrier data from IP addresses with IPinfo's new Zapier integration.

The folks over at IPinfo let me test out their new Zapier integration. In a nutshell, you can get geo, company and carrier details from any IP address. Really useful for some filtering and CRM enrichment tasks.Invite: https://zapier.com/developer/public-invite/2936/42c3f87211fcf5065a77be6e40794f06/I also wrote about it on the Luhhu blog: https://www.luhhu.com/blog/ipinfo-io-zapier-get-ip-data-in-your-zapsI mentioned a few different apps that provide IP addresses in their triggers - mainly Wordpress, Shopify and from data input in spreadsheets etc. Anyone know of others?And, anyone have some interesting ideas of what could be done with this? I promised I'd give some feedback to the creators, so interested to hear what others think!

2430
AndrewJDavison_Luhhu
3 years ago
R
RonWBeginner
published in Show & Tell

Quirk With Google Sheets Trigger Testing

I just spent the last few hours trying to figure out why updating a cell in a row using a formula did not appear to be triggering my Zap.If you manually update data in a row, the Find Data function in the editor will work just fine.However, if a formula is changing the data in a row, then the Find Data function will not return any data. It just times out after 3 minutes with the "We had trouble finding a sample." error message.At first, I thought it was some kind of limitation with Google Sheets or Zapier. Maybe you couldn't use formulas to trigger your Zap. But that did not make a lot of sense. Several searches did not turn up any information one way or the other.Finally, I tried testing the Zap live. And it worked!Bottom line:If your Sheet is using a formula to update data in a row, and if you are trying to get sample data, it will not work! You have to test by enabling your zap.Not sure if this is a bug or intentionally designed that way, but it sure had me running ar

29622
Danvers
Community Manager
3 years ago
Danvers
Community Manager
DanversCommunity Manager
published in Show & Tell

What's you favourite way to use Google Sheets and Zapier?

Google Sheets is a surprisingly powerful tool, and is accessible to most people as it’s free!One of the reasons that I use it a lot is because there are a lot of Triggers and Actions for Google Sheets in Zapier. For example, I log Toggl time records there so that I can better analyze how I spend my time, I use it as a lookup table so that I can easily add new lookup items to a Zap and I've helped users who use it as a way of triggering another Zap from individual line items in a list. What Zaps have you built using Google sheets? Share your favourite Google Sheets Zap or workarounds to inspire others!

29841
PaulKortman
3 years ago
PaulKortman
PaulKortmanZapier Expert
published in Show & Tell

Calling Multiple Zaps via a single webhook call

This was first brought to my attention by @alex in a different post here in the Zapier Community. But I wanted to elaborate on it here as a hack which is even documented by Zapier. (so perhaps it's a tip and not a hack?) Here was the original post where Alex suggested this. Polling quicker than 5 minutes My specific use case is that QuickBooks (intuit Developer) gives only one field for a Webhook URL to call however you can check multiple types of things that will trigger this webhook. (see image below, single endpoint URL, lots of Entities and Actions which will call that endpoint)And since Alex mentioned it and within the system I'm building speed is of utmost importance I dug and found this little gem in the webhook help documentation Webhooks by Zapier - Integration Help & Support | Zapier As it turns out you need to comma separate the IDs from the Webhook URLs for the trigger steps as you see here:That's the tip. Here's more on the practical use-case for me.I

18580
PaulKortman
3 years ago
paulminors
paulminorsZapier Expert
published in Show & Tell

How to use dynamic fields in filters

Hi everyone,I don't know if other people have already discovered this but I learned this today from Zapier support and thought it was worth sharing...Normally, when you set up a filter, you have to manually type the value of the filter i.e. the number or text you'd like the filter to check. This isn't great if the thing you want to filter is dynamic and the value is different every time. Wouldn't it be great if the filter let you pick a field from a dropdown menu (a bit like you do within an action step).Well, apparently you can type in a special variable which will get Zapier to pull the correct variable from the appropriate step.I explained this a bit clearer in this video hopefully: https://www.loom.com/share/7408dca840a24a439baff062ac0a586aAgain, not sure if I'm late to the game here. But I thought this was pretty cool!

74558
alex
3 years ago
Danvers
Community Manager
DanversCommunity Manager
published in Show & Tell

How to: adding a Deal in Zoho CRM

When it comes to adding a new Deal to Zoho CRM using Zapier, it’s all in the order of steps: add the Account first, then the Contact, then the Deal. To do that with the updated Zoho CRM integration, you need to select the action ‘Create/Update Module’ for each action in the Zap, so the Zap will look broadly like this: For each step, choose the ‘module’ that you’re creating or updating (Accounts, Contacts or Deals), then select the layout that you’d like to use. It’s important to add the ‘duplicate check field’ as this is the field that Zoho will use to see if there’s an existing entry that needs to be update, or whether it should add a new item. For the Account step, add any details that you need and test the step to move onto the next action. For the action to add the Contact, don’t forget to link the contact to the account by adding the Account name. To do that:1. Use the dropdown to pick ‘Use a Custom Value' 2. For the Custom Value, select the ID of the Account from the previou

29320
Danvers
Community Manager
3 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
posted in Show & Tell

Which zap are you most proud of?

What's your magnum opus of Zapier? A zap that's really interesting and/or a real time saver.For me it's a zap I've built that taps incoming tweets for mentions of Zapier, filters for a bunch of things (did you know, "zapier" means something in Polish) and then consolidates them into a morning digest spreadsheet for me to look at. For added bonus points I've added a path that alerts me on Slack to any tweets that contain a question mark. The idea being that these are people that might need help with Zapier that I can try and convert into customers.I'm interested to get some inspiration from others!

10
BlakeBailey
3 years ago
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