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

686 Topics
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
published in Show & Tell
Easy edit round robins using a Google Sheet

Mod Edit: 03-23-2022Round robins are pretty popular with my clients and I'm sure many others - usually used to assign leads evenly across a team when creating deals/contacts in CRMs like Pipedrive, Salesforce, Hubspot etc.While it's quite easy to create them using a lookup table in your zap, adding/removing/reordering means editing your zap each time which isn't ideal.I set out to find an easy solution to this - and managed to build a round robin zap that can be managed directly from a Google Sheet.It's starts with this template:Round Robin Template Column B and C are obvious, and more could be added as needed.Column A is the start of the magic - it marks that person's position in the RR using the formula "=ROW()-1"Notice what happens if you move someone from below the black bar into the RR - the positions remain correct:You'll also notice the count changes - this is achieved using another formula: "=COUNT(A2:A6)"The extra blank black row acts a buffer - when you move rows up into that

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AndrewJDavison_Luhhu
5 years ago
Danvers
DanversZapier Staff
published in Show & Tell
Triggering a Zap from existing items in an RSS feed

It's easy to trigger a Zap from new items in an RSS feed using the RSS by Zapier app, but did you know that it's also pretty simple to trigger a Zap from existing items?This workaround uses a really useful function in Google Sheets called IMPORTFEED, which will import existing items from an RSS feed into your Google Sheet. Here's how you can use it trigger a Zap:Import get the RSS feed link. In this case, I grabbed the one for Zapier's blog: Open a fresh sheet in Google Sheets and in the first cell type =IMPORTFEED("url-of-RSSfeed")Look at the information in from the feed to figure out what column headers you'll need for your Zap. In a new sheet, add the headers. Set up your Zap using the Google Sheets New Row in Spreadsheet trigger, make sure that it's triggering from your new sheet with the header row. Add whatever action you'd like (eg sending the information to a social media scheduling app).Go to your sheet with the RSS feed, make sure

56581
AndrewJDavison_Luhhu
5 years ago
ChrisP
ChrisPConnector
published in Show & Tell
Things NOT to do on Google Sheets that are involved in live zaps

Google Sheets is an AWESOME app, that I use loads. However those of you who use it a lot may have experienced your zaps breaking after someone (maybe a team member or customer) edits the sheet in certain ways.Here is what I do when I set up Google Sheets for customers:I always create a Worksheet at the very beginning titled "Instructions":This is the standard text I use:This may seem a bit draconian, but unfortunately I have run into issues with these with so many different permutations that it's difficult to narrow them down. One of the permutations, for example, related to whether the connected Google account was a standard account or part of G Suite. The devs in charge of the G Sheets zap are clearly trying to limit these issues. I have noticed a shift lately from "named" sheets to ID'd sheets, which I'm sure is part of the process. However, when I am working with clients - prevention is better than cure. I make sure to tell clients that it is tot

42985
Danvers
5 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
published in Show & Tell
Weird hack (or bug?!) that allows you to post a new GSheet row at the top instead of the bottom

So, I discovered this one by accident and I'm guessing this is a bug, either with Google Sheet's API or Zapier's integration, but I found a way to post a new row at the top of a Google Sheet instead of the bottom.Say you want a sheet with 4 columns - what you need to do is set up a Google Sheet with 6 columns. Important - the 1st column needs to be left completely blank - no header or anything data at all in that column.For the other columns you intend to use, the header row should be left blank.The final column you don't intend to use should have a header - this is so the other columns appear as mappable in the Zapier editor.You'll then want to put a dummy row in:Now try adding a row to that sheet with Zapier:I have no idea why, but if you test it, you'll end up with this:Test again with different data and it will still add the row at the top:The only possible use case I had for this is if you wanted to have all the rows on a Google Sheet trigger a zap at

72581
jesse
5 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
published in Show & Tell
Zapier... the backbone of no many no-code business ideas

Interesting Twitter thread going on: twitter Zapier gets a mention in most ideas.Ben Tossell, for those unaware, runs https://www.makerpad.co/ which is a fast growing resource for people that want to build businesses without using code. There are dozens of tutorials and real life case studies on there, many involving Zapier in someway.Anyone here used Zapier to build stuff that isn't for clients/job/core business... i.e a side hustle?

39122
jesse
5 years ago
bentossell
bentossell
published in Show & Tell
Building a marketplace for backyard, modular homes

This is one of those awesome products that really makes you think about what's possible without code. @calebarclay built this and shared his story on Makerpad on how he did it: https://www.makerpad.co/stories/caleb-barclay-building-a-marketplace-for-backyard-homesTools used: Webflow, Google Sheets, Zapier, AirtableLeads: 3,761 sale leads generatedBuild time: 40-60 hoursI used to have a shipping container for an office so I love the modular homes/studios 😍

49142
Openside
5 years ago
Danvers
DanversZapier Staff
published in Show & Tell
Trigger on rows added to your Google Sheet when your Zap was turned off

If you have a Zap that triggers from a new or updated row in a Google Sheet, and the Zap is off while rows are added to the sheet then it wont trigger from the changes when it's turned back on. Luckily, there's a really easy way to make the Zap 'see' the changes by using the version history of the sheet. Turn your Zap OFFGo to your Sheet. Click file > Version History > See Version History. Choose a version from before the changes were made and click 'Restore this Version'.Turn the Zap back ONGo back to the version history and restore the most recent version of the sheetWhen you do this the Zap will 'see' the changes made to the sheet and will trigger from any rows that were added/updated between the two versions!

41863
A
5 years ago
nicksimard
nicksimardZapier Staff
published in Show & Tell
Format Multiple Fields in a Single Step (e.g. upper case, lower case, proper case)

Let's say you need to format multiple fields from a step, like the output of an email parser trigger, for example.So you have this coming from your Zap step:Name: NICK SIMARDCountry: UNITED STATESEmployer: ZAPIERAnd you don't want to use a bunch of steps just to get those to be: Nick Simard, United States, Zapier. You can use Formatter to make those into line items, process them all using the formatting option you need, then make them back into text. But that's 3 steps each time, and there's an easier way :)Google Sheets to the rescue! 1) Set Up a Google Sheet You'll need one column per field you want to format.2) Set Up Your ZapIn this example we'll use proper to capitalize the first letter of each word.Notice that the formula goes directly into the field in your Zap, then you map the words that you want to format.3) Use the Output of the Google Sheets StepNow you can use your formatted text in whichever step(s) you need.This is not limited to just forma

67282
A
5 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
published in Show & Tell
Resource: Find invite-only apps on Zapier

(this is a repost from the old Zapier Experts community, so some of your may recognise)Hi everyoneI’ve been playing around with a great tool - https://table2site.com/ - which allows you to instantly create list-based websites using an Airtable as a CMS. I know there are plenty of Airtable fans on here that might find it useful.As you probably all know, not all apps make it public on Zapier and some stay in invite-only mode for various reasons, but are still promoted publically by the apps on their blog and in their help docs.I’ve been collecting details and invite links for these as I find them in a Google Sheet (97 and counting), but I figured a public list might be something that other people would find useful:So, here goes: https://betazaps.luhhu.com

61684
AndrewJDavison_Luhhu
5 years ago
Wemakefuture
WemakefutureZapier Expert
published in Show & Tell
Run a Zap every 2 Weeks

Hey zapier folk,I had the problem that for a customer a Zap has to be executed every two weeks. I would like to present my solution to you and I'am open to alternative solutions or issues I haven't considered. First I used the trigger "Schedule by Zapier" and selected "Every Week" as the event.In a code block I determine the weeks between the current day and the beginning of time (1970 😀). After that I determine with the modulo operation whether the week is even (0) or odd (1). import datetimedate_delta = datetime.date.today() - datetime.date.fromtimestamp(0)return {"continue" : int(date_delta.days/7)%2}Then I check with a filter if the Zap should be continued in even (0) or odd (1) weeks. I hope the description is sufficient.

74591
TheDavidJohnson
5 years ago
jesse
jesseArchitect
published in Show & Tell
How to Automate your Accounting Business with Zapier

Jesse Parker (Zapier's Community and Expert's Program Manager) and Heather Satterley (Certified Zapier Expert) join Kellie Parks to talk about how to automate and scale your business using systems thinking, process management, and of course, Zapier.Kellie is a session leader at Calmwaters Cloud Accounting and also runs a large Facebook community called "The Workflow Wateringhole" (https://www.facebook.com/groups/TheWorkflowWateringhole) where members discuss apps, systems, processes, workflow automation, and best practices within the realm of the accounting community. Heather Satterley is an Intuit top 100 ProAdvisor and Certified Zapier Expert who helps accounting professionals and small business owners streamline their business processes through her own business, Satterley Training & Consulting: https://satterleyconsulting.com/.  If you're interested in streamlining your processes and are interested in working with a Zapier Expert, you can view a Zapier-approved list of professio

3530
jesse
5 years ago
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