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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.

666 Topics

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TimSZapier Staff

published in Featured Articles

How to continue a Zap that halts on a Search Step

Hi there! Tim here from the Zapier Support Team with a workflow idea.Background InfoHave you ever had a Zap where you’d search for a value from a Trigger in another app, like a Google Sheet, with a Find Step but if the value isn’t found, the whole Zap is ‘Safely halted’ because the next Steps in the Zaps depend on the search? Have you wanted to continue the Zap with default value(s) but found that using a Formatter Text Default Value Step also gets halted due to a dependancy on the Find Step that didn’t return anything?If so, you’re not alone! Read on for a few ways around this. 1) Use Find or Create instead of just FindThis won’t always be an option, but some apps include the ability to create a record if one isn’t found. If your app has the option to Create a Record if one isn’t found by the search, and you don’t mind having entries with default values added to your data, then:Turn on the “Create Record if not found” checkbox Fill out the fields with default values that you’d want to

16600

3 years ago

Krystina MartinezZapier Staff

published in Featured Articles

Task-saving Google Sheets functions you need to know

Hi y’all! I’m Krystina, a content writer for the Zapier blog. I write about automation tips and tricks using our product. I know we’ve got quite a few Google Sheets power users in the house, so I wanted to share some helpful in-app functions you can use to save yourself a Zap step. I must confess, I am bad at formulas, so anytime I can use something like Formatter to handle something in a spreadsheet, I’ll go for it. However, if you’re trying to be economical with your tasks, or just want to simplify a complex Zap a little, my colleague Justin wrote about six functions that already exist in Google Sheets. From fixing capitalization errors to fetching data from other Google Sheets, check out these handy functions: 6 Google Sheets functions that do more than math

2391

3 years ago

debZapier Staff

published in Featured Articles

Fill in Google Docs templates with a Zap

Templates are time-savers—but even when you have a template, you still end up copy/pasting to fill in the blanks. So the template gets you most of the way there. A Zap can bring you across the finish line. A while back, I wrote about how to create and autopopulate a Google Docs template. Take a look at that to see how it works. The tldr is that it takes info from whatever app you want and replaces the blanks in a Google Docs template with that info. It can do anything from automatically creating RFQs to sending out offer letters. The Slack team actually uses this workflow to send form responses into a template to create art briefs for their blog. Take a look at how they make it work (c/o Matt @ Slack). How to create Google Docs templates based on form responses How do you use templates? Think you can simplify the process even further with a Zap? Leave your automation inspiration in the comments!

4290

4 years ago

debZapier Staff

published in Featured Articles

Trigger Zaps by putting files into folders on your desktop

Hi! I’m Deb, one of the manging editors of the Zapier blog. I wanted to share a new Dropbox feature we’re excited about that’ll add some power to your Zaps. Dropbox recently added the ability to back up files from your Dekstop, Downloads, and Documents folders on your computer. We’ve been waiting for this one, because it means you can trigger Zaps by putting files into folders on your computer desktop. (Be careful: with great power comes great responsibility.) Our staff writer Justin wrote about the new feature, including its limitations and how you might use it to automate some of your workflows (like automatically uploading media or saving email attachments to your downloads folder). Here’s the article: Dropbox can now back up your Desktop, Downloads, and Documents folders. Here's what you need to know. Enjoy, and feel free to send me a note if there’s anything specific you’d like to see us write about on the blog. Thanks!

8410

4 years ago

Seun DebiyiZapier Expert

posted in Show & Tell

nicksimardZapier Staff

published in Featured Articles

Looking for Zapier use cases? Check out 100+ customer stories!

Whether you’re a Zapier pro or just starting out, it can be overwhelming coming up with ways to make the most out of your automation. Because we support so many apps, and the combinations are nearly limitless, it’s not uncommon for Zapier users to suffer from analysis paralysis. Lucky for you, we’ve spent a lot of time gathering Zapier customer stories to see how people have put Zaps to work for their daily tasks. You can check all 100+ of them on our Customers page, but I thought I’d give you a sampling of what you’ll find there: How a leadership development advisor went from corporate America to successful business owner 4:40 min read“As Michelle was building her business, she knew that she had to put processes in place to be able to scale. She was using dozens of different apps to run her business, spending extra time moving information between them so they'd work well together. But she needed to focus on the tasks that required her expertise and creativity. So she turned to Zap

15082

4 years ago

DanversZapier Staff

published in Show & Tell

Using Extract Pattern to get phone numbers, emails and other types of text from a field.

How do you find a phone number or a username in the middle of a string? Sometimes you can use the Formatter Split text function, if the item will always be in the same place, but it’s not always that straight forward. That’s where the Extract Pattern function for the Formatter app comes in. You can find the Extract Pattern transform under the ‘Text’ functions for the Formatter. What it allows you to do is to find and extract patterns in text. The Extract Pattern function uses Regex to find the text that you need. Regex is short for ‘regular expression’ and it basically means that you’re giving a sample format for the step to find. You can learn more about Regex, including seeing a few examples in our blog post: How to Extract Email Addresses, Phone Numbers, and Links From Text Regular expression - Wikipedia The post also has some useful resources, like the Regex wikipedia page, which explains the syntax (rules) of Regex. Extract pattern is useful for pulling out user names, specific em

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4 years ago

nicksimardZapier Staff

published in Featured Articles

Zap Tips featuring Wade Foster, Zapier CEOvideo

Our CEO, Wade Foster, shares his best tip for working remote for the first time. You can check out the Instagram post as well if you’d like to join the conversation there!

14741

4 years ago

M

MichelleSZapier Staff

posted in Show & Tell

A Zap to remind you to stretch at random times of the day!

I work at a computer all day - I slouch, I slump, I droop, and I stoop. It’s not long before those cricks add up that only a good stretch can alleviate. I know myself, though - if I have a reminder to stretch at the same time every day, I’ll soon ignore it. So, I set up a Zap to remind me to stretch at RANDOM times of the day so I never know when it’s coming! It’s a lot harder to ignore surprises! This one’s an easy set up. It uses Schedule by Zapier as the daily trigger. Then, there’s a first Formatter step. It uses a pick list to randomize the time of the day - I’ve set it to select a random time between 9 AM and 5 PM. Next, it uses a Delay step to delay the Zap so you’re only notified at the correct time of day. It has one more Formatter pick list to randomly select from a list of exercise links that I found online. Lastly, it sends me a Slack message that includes the exercise links. You can check it out (and turn it on) here: https://zapier.com/shared/c05b3bc173ca41c4dbb40e4267d4

2

4 years ago

D

Damian Jones OnTaskNew

posted in Show & Tell

COVID-19 screening forms for a bulk list of employees

So, the need that we heard about was for Covid 19 screening forms for employees and visitors to US places of business. Every morning at 6 am the plan was to send out the forms to all employees who were on the list. They had to complete the form and if they were high risk based on answers then HR is notified. If they are low risk, they got a pass to show up. Solution: Zapier’s new schedule function as a Zap runs each morning at 6am. This Zap begins a workflow for the HR person to update the spreadsheet and click to run a google script! The google script pulled names and emails from the google sheet and sent over to OnTask. OnTask sent out the forms to all that were on the list to fill out and sign. Conditional routing in OnTask sent them to HR or gave them the all clear and reported this all back to HR. As U.S. businesses reopen, what are you all doing around Covid-19 contact tracing, screening, et cetera? Using Zapier for anything related to your plan?

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D

4 years ago

nicksimardZapier Staff

published in Featured Articles

How to only show non-empty lines when the number of items can vary in your trigger

We recently had a couple of users who had asked how to achieve this sort of workflow: the trigger provides line items (like ordering products, for example) there can be multiple items, but the number can vary the end result should be something like product/item x quantity = total (like in an email confirmation) but only for non-empty line items we want to avoid something like x = showing up in the email when some lines are empty Courtesy of some help from our resident Workflow Whiz, @TimS, here’s a solution (a code step would be ideal, but crafting that code is beyond our scope in the Zapier Community, and the following is a great learning opportunity): NOTE: this will differ slightly, depending on how your data comes through the trigger step Click “Show Content” to see the ways in which your data will typically come through: 1) Each piece of info is its own separate field (like from a form, for example): 2) All the fields are under a single line item (not

27470

4 years ago

nicksimardZapier Staff

posted in Show & Tell

Automatically Change the Due Date of a Trello Card, Every Month

The Challenge "I want zap that will make a Trello card change date monthly when I have done a task. Like a calendar reminder in emails that comes up every month on the same day every month" What this user wanted was to use Trello like a monthly reminder, without having to keep changing due dates. So the reminder on the 26th of the month would let her know it was due, then be changed automatically to the 26th of next month. She didn't even want the Trigger to be marking that card as complete. Just change it to the subsequent month, recurring. The Solution Trello has a Trigger called New Notification. When you are assigned a card or are subscribed to it, Trello gives you a notification 24 hours before that card is due. So if something is due on August 26th, Trello will tell you on August 25th. That triggers the Zap. We also want to add a filter to make sure the notification is one telling you a card is due soon. We could add a filter for the board or list if we needed to. We t

0

4 years ago

TimSZapier Staff

published in Featured Articles

Check spreadsheet records on a schedule

Hi there! Tim here from the Zapier Support Team with a workflow idea. Background I’ve seen many users write in and ask for a Zap that can do the following: Trigger on a Schedule, like once per week, for example Pull in multiple rows from a Spreadsheet Check each row for a particular condition Run some actions for each row if that condition is met An example might be checking to see if there are any leads in a spreadsheet that haven’t replied to you and generating notifications saying that they need another reach out. I’ve also wanted a Zap that can do this from time to time, but it was a tricky problem that didn’t seem to have a solution. Recently I did find a way to do this that I’d like to share with you. This method works by leveraging the Airtable API in a Code Step, so to use it, your rows would need to be in an Airtable. If you’re not familiar with Airtable, it works and feels a lot like a Spreadsheet app, and also has database features for linking records to each

38821

4 years ago

C

christianpBeginner

posted in Show & Tell

Twitter to Amazon Alexa with zero code, in 5 minutes

Now you can use Zapier to send tweets directly to a custom Alexa skill. I just used this to create an Alexa skill that reads out Naval Ravikant's best quotes. Say "Alexa, open Naval bot." https://www.amazon.com/dp/B0894Y2ZJY/?ref-suffix=ss_copy Here are the step-by-step instructions for how to do it: https://shoutworks.com/heres-how-to-automatically-publish-tweets-to-amazon-alexa/

4

C

4 years ago

nicksimardZapier Staff

published in Featured Articles

Zap Tips featuring Marquis White, Learning & Development SpecialistVideo

We sat down with Zapier’s Learning & Development Specialist, Marquis, to ask about his best tip for remote work. Here’s what he had to say :) You can check out the post on Instagram as well if you’d like to join the conversation there!

9940

4 years ago

andywingraveZapier Expert

posted in Show & Tell

Best practices for building line items in Google docss

Hey I’ve come up with a few different ways of building line items (e.g. for an invoice) in Google Sheets via Zapier, and I’m sure there are people out there who have done this better than me. Does anyone have any best practices here? If I have a non-standard number of line items, and I’m using line item support to build the invoice from a template in Google Docs what’s the best way you’ve found to do this?

1

4 years ago

M

msandrewBeginner

posted in Show & Tell

Suggestion - Sengrid

It would be very useful if SendGrid integration allowed for CC and/or BCC fields. Especially since SendGrid is sun setting feature to automatically BCC an email by default.

1

4 years ago

DanversZapier Staff

published in Show & Tell

Adding attendees to a Google Calendar event

If you're updating a Google Calendar event, any fields that you fill in the Zap editor will overwrite the existing information in the event. Although this is generally what you want to happen when you update something, sometimes you might want to add to a field, rather than overwrite it. A good example is if you want to add attendees to an event in Google Calendar. If you set up your Zap so that it only has the new Attendee/s (see below for an example), then any existing Attendees will be removed!To append to the list of Attendees (to add to it, rather than change it), you need to include both the original Attendees and your new Attendee in the Update Event step. To do that:Add a Google Calendar 'Find Event' search stepEnter the relevant details so that the Zap can find the event that you want to updateAdd the current Attendee/s on one line Click the Plus sign to add another box for the Attendees and add the new Attendee in the new boxIf you do that, both the existing At

51802

4 years ago

ChrisPConnector

published in Show & Tell

Using Twitter as a trigger for Liked tweets

When using this trigger you will see the option is "Liked tweet by a specific user":There is not an option for "triggered when anybody likes one of your tweets", which I would imagine is the more popular use case.Then you get to customization and a specific user is a compulsory field:Quick hack: Just insert "@" into that field and you will get all your liked tweets

69474

4 years ago

jpotZapier Staff

posted in Show & Tell

Twitter shut down SMS notifications. Get them back!

Hey, Justin here from the Zapier blog. I thought I’d let you know that you can use Zapier to bring back Twitter’s SMS notifications, if you want to. I’d also like to ask for some help. I try to keep track of features that companies drop to see if there’s some way to use Zapier to bring them back, and this was a great little use case. Can you guys think of any more disappearing features? Maybe we can come up with more ideas like this together.

0

4 years ago

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

687612

4 years ago

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

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

4 years ago

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