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Find and share Zapier tips and tricks, and learn how other people are using Zapier.
Ready to learn something new?Automation heroes, our Education Team is back at it again! 😎So you want to learn more about extracting data from different sources, but aren’t sure where to start? No worries, we’ve got you covered with our new data extraction course. If you’re here, then you are probably already aware that Zapier allows you to easily extract data from various sources and transform it into the useful information you're looking for, hassle free. Whether you’re in marketing, sales, or simply someone looking to streamline their data extraction process, this course is for you! You don’t need to know how to code to get started, our step-by-step guide is easy to follow and covers everything you need to know from extracting email data, transforming text or dates, to transferring data. Don’t walk, run over to this page and start automating your data extraction process today! Trust us, your future self will thank you.
For the longest time, I could not figure out a way to have QuestionPro survey responses upload to DropBox automatically as a PDF. I finally figured out a solution so I thought I would share and include my process in case any of the other steps would be helpful. I’m a beginner in Zapier so these are rough stabs at what I was trying to do. The DropBox zap allows you to create custom text files in DropBox. However, our surveys included signatures which needed to be included in the survey response. Try Number 1: QuestionPro has an email notification function which allows you to automatically send responses as they come in to any email you identify. I started by experimenting with this and having the email sent to the Zapier email, then I used Zapier formatting to pull the html and a HTML converter application to convert it to a PDF. Initially, the HTML converter created one long PDF that was difficult to read, so I used the Zapier Formatter to split the HTML into chunks before converting i
Get ready to level up your productivity and simplify your life with some awesome new apps. 🙌 Whether you need a note-taking app, a calendar app, an eCommerce tool, or help with marketing, we've got you covered. These apps are game-changers, so get ready to revolutionize how you work and connect. Let's dive in!Reflect -Reflect is a handy app for taking notes that helps you remember and organize your ideas, favorite books, and important meetings. With Reflect, you can easily jot down your thoughts, attach labels for easy sorting, and connect related notes to form a personal knowledge map. It also allows you to collaborate, share your notes, and stay updated on your development.Zcal - Zcal is a user-friendly calendar app designed to keep you on top of your schedule. It allows you to effortlessly create and handle multiple calendars, personalize calendar links, receive introductions from people, and even include personalized videos. Zcal alleviates the stress of double-booking, again!Elfs
Hi, everyone! Deb here, from the Zapier blog. We write a lot about remote work on the blog, and now that the world is opening up a bit, we want to talk about how the lessons you learned while working remotely can follow you back into the office.Recently, our staff writer Justin wrote an article about how you shouldn't abandon video meeting etiquette when you start back up with in-person meetings.4 video meeting rules that should follow us back to the officeBut it's not just the etiquette that should stick around—all the asynchronous prep and automation can still happen even when the meeting is face-to-face. For client meetings, you can use scheduling automation to do things like send booking reminders or automatically follow up after appointments. To be sure you never lose a meeting action item, you can automatically create shared meeting docs, add action items to your to-do list whenever there's a new event on your calendar, or get reminders to document action items whenever a meeti
Hey, folks! Janine from the Zapier blog team here with another way automation helps one of our customers succeed.Even the most successful business loses customers. Instead of letting them quietly fade away, the team at Content Snare does something a little different. They actively connect with churned customers to learn from them and often see those accounts turn into advocates.James Rose, co-founder at Content Snare, wrote an article for us about why feedback—especially feedback from churned customers—is so valuable and how to use automation to make it as easy as possible to manage the feedback process.These customers give great feedback, James wrote, and by putting it to use helps them improve the business.How exit interviews can turn churned accounts into advocatesCheck out his post to learn more about: why to talk to churned customers, what to ask them, the best ways to collect feedback, and how Content Snare automates the process. How do you connect with churned customers an
Zapier - Social Media Accounts NOTE: Zapier does not provide support via social media channels. Twitter@Zapier @ZapierStatus FacebookPage: https://www.facebook.com/ZapierApp/ Automators Central | Zapier User Group: https://www.facebook.com/groups/228632158956270 Instagram@Zapier YouTubehttps://www.youtube.com/user/ZapierApp TikTok@Zapier LinkedInhttps://www.linkedin.com/company/zapier/ Reddithttps://www.reddit.com/r/zapier/
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!
So in my other post I described how I set up a zap which creates a Google Doc from a QuestionPro response which includes the image of the signature by using HTML. The next problem I ran into was that 2 questions in the survey were formatted as tables and particularly long. They wasted a lot of space in the survey response document that was created when they were blank. So I needed to figure out a way to exclude or remove these questions from the response document when they were blank so the document was shorter. I am a beginner, but I thought I would include the steps I went through in case they are of any help. They may not be the most efficient way of accomplishing my goals. Try Number 1: The key words here are “exclude” or “remove.” I started by trying to figure out how I might remove that section of the html if the responses to those questions were blank. I intended to use Zapier formatting to find and remove the html for the blank questions after applying a filter that tests whet
Hey Zapier enthusiasts! 🎉We have some exciting news to share with our incredible community. We've just published new endpoints that you can now access and integrate into your workflows! 🚀To make things even easier for you, we've compiled all the necessary details in this user-friendly Airtable link. It's a one-stop shop for everything you need to know about these fresh additions. 🌟We can't wait to see what amazing things you'll create with these new endpoints. Be sure to share your success stories, and let us know if you have any questions or need assistance. Remember, we're all in this together, and we're here to support each other in our Zapier journey. 💪Happy Zapping, folks! 🤖Best regards,1SaaS Teamhttps://www.1saas.co/
A colleague asked for my help to reduce the amount of steps it takes for those on the her team to setup an environment for new projects. These steps currently take about 2.5 minutes each time they get a new project. The steps include...1. Open appropriate Google Drive folder2. Name the folder by copy/pasting the project name3. Create a shortcut pointing to the original Quote Request sheet provided by client4. Create an internal version of the Quote Request prefaced with [INTERNAL] in the nameSo, I got to work and created a Zap which is triggered via an Alchemer form that the point person on her team fills out with the following information...1. Project Name2. Project Code3. Link to Quote Request Sheet4. Team member's emailZapier monitors Alchemer and once a form is submitted, it then does all of the above work on behalf of the form submitter. An email is sent to the submitter once the bot is done which includes a link to the new folder.Here's the diagram of the workflow…
TUTORIAL: How to See the Available Triggers & Actions for a Zap App StepsSearch for the Zap app here: https://zapier.com/apps Select an app to view the profile page Example: Mailchimp - https://zapier.com/apps/mailchimp/integrations#triggers-and-actions Scroll to the section for “Supported triggers and actions”
Join Baserow on March 9th for an AMA session with the #1 Zapier Community contributor Troy Tessalone!
Looking to improve your automation workflows?On March 9th, the #1 Zapier Community contributor @Troy Tessalone will be answering your questions and sharing insights he has accumulated by setting up countless automations that help you work better and free up resources.Learn best practices by registering now: https://bit.ly/3Z5cR5O.
What happens when you go on vacation but all your collaboration tools keep running and expect input from you? How do you escape from the stress of notification floods? We feel that there’s a lot to do in terms of integrating productivity applications to shut them down or silence them when we decide that we need to rest. And it’s not just about the notifications, but about having simple processes that can deflect work to a colleague or warn customers that you can’t answer in time, just this one time.Which productivity apps would you like to put behind an Out of Office assistant? Task managers like Asana, trello, or monday.com? Marketing and sales platforms like HubSpot or Salesforce? We’re actively collecting feedback to understand this pain point better and help the Zapier community.About meHi there! I’m the product owner for Out of Office Assistant for Jira cloud. It’s a plugin that allows to A) automatically reassign work away from users who are out of the office to colleagues who ar
Zapier's Marketing Operations Appreciation Day is backNominate yourself or your coworkers for our second annual Marketing Operations MVP Awards.Hey Zapier Community, it's that time of year again! 🎉 Marketing Operations Appreciation Day is back and this year we're spreading the love to all operations professionals. Let's give a shoutout to those unsung heroes who keep their teams running smoothly, from Marketing Operations to Revenue Operations.Operations professionals are critical players in any company, handling complex systems and processes, juggling multiple tasks, and collaborating across teams to ensure seamless campaign execution.So let's show our appreciation! Take a moment to thank the operations professionals in your organization and nominate them for Zapier's annual Marketing Operations MVP Award. Nominate yourself or a colleague using this form before May 11. Winners will be featured on the Zapier blog. Cheers to our amazing operations professionals!Finalists will be contac
⚠️ Points of Failure for Zaps Zaps have 3 Points of Failure:Apps used in Zaps If an app used in a Zap step has issues Check the App’s status page. Example for Airtable: https://status.airtable.com Zapier infrastructure If infrastructure used by Zapier has issues Check the Zapier Status Page: https://status.zapier.com Human interference If a human modifies a Zap Check the Zap > Details ( i ) > Change History OR If a human modifies elements in an App that are relied up by the Zap Check the history logs of changes in the app (if available) TIP: When in doubt, test it out!
It's been a while, Automation Heroes! 👋 We've got some news that we can't wait to share with you. We have plenty to explore, from new apps that have joined our platform to new features that make your favorite integrations more efficient. So, whether you're a long-time Zapier user or just starting, you won't want to miss this. Let's dive in and see what's new! Updates: Buffer - Social Media Marketing Launches: Reflect - NotesZcal - Scheduling & BookingExplodely - eCommerceElfsite - Forms & Surveys Ocoya - Social Media MarketingWebinaris - Webinars Ninetailed - Marketing Automations Want to know more? Check out our recent blog post!
Hey Zapier Community! 👋We've got some exciting news to share with you. Last year, Zapier was nominated as a finalist for the prestigious Webby Awards. We were among the top five nominees out of thousands of entrants, which is a huge accomplishment.But here's the thing: we didn't win. And we want to win this year. That's why we need your help!Voting for the Webby Awards goes until Thursday, April 20th. During this time, we'll be working hard to get the word out and encourage as many people as possible to vote for Zapier.So, what can you do to support Zapier? Start by following us on social media, where we'll share updates and reminders about the Webby Awards and how to vote for us. But we also need your help to spread the word. Please share our posts, tag your friends, and let everyone know that Zapier deserves to win this award.The Webby Awards are all about recognizing excellence on the Internet, and we believe that Zapier is a prime example of this. We're passionate about providing
Looking to boost your Admin Role skills? Our User Education team just launched the "Zapier Admin Essentials — Company Plan" learning series. Uncover the secrets of effectively administering your Zapier company account, from foolproof account setup to top-notch security measures and user management. Join us and empower your organization to maximize Zapier's potential! A look inside the course. By the end of this course you'll be able to:Select the security features that are right for your company Identify next steps for implementation Articulate how Zap and app sharing works in Zapier Create teams Create folders Share Zaps Share app connections Know how to add and remove users from your account Understand Zap activity, such as Zap runs and task usage Understand Zap health, including Zap errors and notifications Understand user activity, like users turning on and off Zaps Know how to connect and navigate your way to the right support option
We are doing another nocode meetup today! Join us to meet other Nocoders and share knowledge :slight_smile: Join our VIRTUAL weekly nocode meetup!Register here: Nocode virtual meetup (weekly) · LumaToday we have our weekly no-code meetup at:11pm - Thailand5pm - Central Europe11am - Eastern10am - Central8am - PacificLooking forward to seeing you again and meeting more nocoders!See you today!Rafid
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