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703 Topics
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RaZZ MaTaZZBeginner
posted in Show & Tell
Extracting a .csv from an email for beginners

This is an easy 2 step process for those struggling to retrieve an attachment and utilize that data. FIRST - Make sure that you are retrieving a .csv file and not .xmlx file. Zapier tools don’t play well with .xls or .xmlx to my finding. Select your email source (Gmail for me) and choose “New Attachment”. Your trigger will be where that email is coming from ie Inbox or a specific label. Then input a search string that matches the title for that specific email. Once you have located the record you need. Add the next step and select Formatter by Zapier. Select utilities and choose import CSV. For the CSV file, select “Attachment: Exists but not shown”. From there I chose to put that data into a Google sheet as my terminus. If you are adding to a spreadsheet be sure to add the columns that relate to your data first before selecting the document to parse to. Then just plug in the corresponding line items to the columns that have been created and test your Zap. This has saved me time from c

2851
JammerS
JoseMendioroz
JoseMendiorozBeginner
posted in Show & Tell
Ensuring Zaps Finish Successfully Without Task Consumption on Unused Paths

Use Case: The challenge is to configure a Zap where one path completes specific actions, while another path should finish the Zap as successful without consuming tasks. The difficulty lies in preventing the Zap from being marked as "filtered" when a filter is used or avoiding warnings that require additional steps when paths are employed. Problem Overview: In scenarios where a filter is applied, the Zap may end as "filtered," which is not ideal when you need the Zap to be marked as successful. Using Paths allows for different conditions to be executed, but ensuring the second path does not require additional steps or consume tasks can be tricky. Initial Considerations - Filter vs. Paths: Filters: While filters can be used to manage conditions, they may leave the Zap in a "filtered" state, which doesn't indicate success. Paths: Paths provide the flexibility to handle different conditions, but ensuring the second path does not require additional steps or consume tasks can be tricky. Solu

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JoseMendioroz
Jared
JaredZapier Staff
published in Featured Articles
How to Create Custom Trello Triggers with Butler

I’m a big fan of Automation (surprise). And I really like when an App offers workflow automation directly in-App in addition to Zapier. For example in this post - I cover how to use Pipedrive’s Workflow tool to trigger Zaps . Whenever an App provides a level of automation directly - this opens up new opportunities for what we can do in Zapier. In other words - combining in-App automation with Zapier increases the Workflow Automations we can create! Butler - Trello’s In-App Automation Sending HTTP Requests from Butler A Real Zap Example Step 1: Create a Zap Step 2: Create a Butler “Rule” Configuring Our Butler Trigger Choosing Our Butler Action Testing Our Trigger Step 3: Complete our Zap Summary Butler - Trello’s In-App Automation I’m also a big fan of Trello - and have previously written about how I use Google Sheets to create recurring Trello Cards . Trello’s in-App automation tool is called Butler . Butler is fantastic - and similar to Zapier - enables you to choose trigger events a

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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 step And 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 work_email is empty and all of the email variables are empty. In this case the output of this

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TimS
TimSZapier Staff
published in Featured Articles
How to Get Line Items/Arrays into Code Steps

Tim here from the Zapier Support Team with a workflow idea! Background If you’re familiar with the Code by Zapier app, you’re probably used to working with all kinds of values, including arrays. In Zapier, arrays are generally called “Line Items” and sometimes it can be tricky to get them into a Code Step unscathed to run them through some custom process. Why is it difficult? All values added to the `Input Data` fields of a Code Step are converted into Strings and sent into the Code Step in that format. Arrays / Line Items get converted into Strings that are comma separated values. While it’s definitely possible to split those comma separated values back into arrays inside the code, we run into problems if the values themselves contain commas. To further complicate things, if we’re sending multiple properties of line items (multiple arrays that relate to each other) and some of the arrays have `null` or empty values, those will be completely dropped, so it can cause our input data to b

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SamB
Community Manager
R
ReyMLNew
asked in Show & Tell
Zapier Certification

Hi, Is there any update on the Zapier Certification Program? Would there be like Zap Automation Architect/Engineer/Developer Associate or Zap Administrator or something? I’ve paid for AWS and Azure certs and I don’t mind paying if Zapier has it too. Bubble.io cert is paid. Other platforms are free. Best,

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nicksimard
nicksimardZapier Staff
published in Featured Articles
Create an RSS feed using Google Docs and update it with a Zap

Disclaimer: This method may not play nicely with all RSS readers out there, so be sure to do some testing. Doing it this way worked for me when using it with an app called Feedwind, so I figured I’d share how I did it. UPDATE: As I was testing this out, to fix something in my own Zap, I hit a limit in Storage by Zapier (the data stored at any given key can’t be more than 25KB. The method below will work for a while — I’ve added dozens of entries — but I’m exploring alternatives, in order to get around the limit. Not long ago, I wanted to include a feed of our featured articles in the Community sidebar. Our Community platform, however, doesn’t provide a feed for forum categories, so I set out to create my own feed and keep it updated using a Zap. Here’s what I came up with. Apps We’ll Be Using In Google Docs The Zap Wrapping Up Apps We’ll Be Using Google Docs (for the RSS feed itself) A trigger app that provides new feed items (in our case: our Community platform, inSided) Google Drive

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SamB
Community Manager
Janine_Anderson
Janine_AndersonZapier Staff
published in Featured Articles
Job hunting? Automation can help.

Hey, folks! I’m Janine, one of the editors of the Zapier blog. You’re on the Zapier site, so you probably already know at least a little bit about automation and how it can help you with tasks in your apps, but I wanted to share a little about what automation can do for you, if you, like many people, are thinking about your next job opportunity. First, automation is a valuable skill, as we learned in our summer Job Seekers Report, where about 70 percent of people looking for a job thought automation skills could help them land their next gig. But automation can also help you with the more practical, hands-on parts of find your next position. Writer Krystina Martinez put together a guide earlier this year on ways to use automation to ease a job search. It includes tips on creating a database of jobs you’re applying to, tracking applications, managing your to-do list, building specific skills, and promoting yourself on LinkedIn. We published a follow-up last month on streamlining job sou

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SamB
Community Manager
D
danielle879235Beginner
asked in Show & Tell
Workaround for Google Sheets updated rows duplicating info

Hi We have a few automations with gsheets. Whenever someone sorts the columns or moves rows, zaps go crazy. I have tried every such workaround Is there anything new to overcome this? Even asking the employees to let me know when its happening, still doesnt always work. I was thinking, can i create a tab in the gsheet that is a simple on/off and when the cell turns to off, the zap will trigger itself to turn itself off. Is this possible? If not, is there another workaround? we dont use airtable or zapier tables. i even tried having zaps send to airtable or zapier tables and then zap from there, but it still duplicated and didnt do the job

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Troy Tessalone
R
RicosetiawanNew
asked in Show & Tell
percakapan

Bahasa Indonesia:

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R
A
Andrew Recruit10Tinkerer
posted in Show & Tell
Microsoft PowerApps Dataverse custom tables in Zapier using API Request in Microsoft Dynamics 365 to GET, POST & PATCH

I’m writing this summary because it took me a bit of effort figure this out and I could see that a lot of people are trying to do this, but I couldn’t find the basics. I’ve built a bespoke Microsoft Dataverse database for a PowerApps app and I want to access it from Zapier to SELECT/GET, INSERT/POST & UPDATE/PATCH. The good news is that Zapiers API Request in Microsoft Dynamics 365 App does the job easily when you know how. We DON’T have a Dynamics 365 subscription, but I noticed that each DataVerse DBs Web API endpoint URL is a Dynamics.com URL so I tried it and it works. Setup For all three tasks the setup is basically the same. Use the built in Microsoft Dynamics 365 Zapier App Chose the API Request Event type Authenticate through it’s built in OAuth2 setup Put the DataVerse DBs Web API endpoint URL, plus you’ll need to add the “logical name” of the relevant table on the end of the API Endpoint URL (see example below). You can get the API Endpoint URL from your specific PowerApps En

4931
SamB
Community Manager
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
Monday Automation to Zap Webhook

Monday Automation to Zap Webhook Contribution by Troy Tessalone Premier Certified Zapier Expert at Automation Ace. App: Monday https://zapier.com/apps/monday/integrations#triggers-and-actions https://zapier.com/apps/monday/help If your are trying to trigger a Zap from a Monday Automation, you can use a workaround with webhooks! In Monday, on a Board, go to Integrate OR Automate, and search for “webhook”. Select the desired automation to configure the logic and add your Zap trigger webhook URL. (more info below) https://support.monday.com/hc/en-us/articles/360003540679-Webhook-integration Zap Trigger: Webhook - Catch Hook This will generate a unique Zap webhook URL to configure in the Wix Automation action. https://zapier.com/apps/webhook/integrations#triggers-and-actions https://zapier.com/apps/webhook/help

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Troy Tessalone
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
Custom Stripe Triggers via Webhooks

Custom Stripe Triggers via Webhooks Contribution by Troy Tessalone Premier Certified Zapier Expert at Automation Ace. App: Stripe https://zapier.com/apps/stripe/integrations#triggers-and-actions https://zapier.com/apps/stripe/help If your are looking for additional Stripe trigger events, there is a workaround with webhooks! In Stripe, configure here: https://dashboard.stripe.com/webhooks List of available Stripe events: https://docs.stripe.com/api/events/types Zap Trigger: Webhook - Catch Hook This will generate a unique Zap webhook URL to configure in the Wix Automation action. https://zapier.com/apps/webhook/integrations#triggers-and-actions https://zapier.com/apps/webhook/help

210
Troy Tessalone
Wemakefuture
WemakefutureZapier Expert
posted in Show & Tell
New Updates on 0CodeKit! July 2024

Dear Zapier Community, It's been a while since we've connected, and we're thrilled to bring you some exciting updates from 0CodeKit! We've been working tirelessly to improve our platform and provide you with the best tools for your automation and development needs. Here’s what’s new: Updated Endpoints Our list of available endpoints has grown to over 100! This expansion gives you more options and greater flexibility when integrating and automating your workflows. New Interface Features We've introduced several new features to our interface to enhance your experience: Code Editor: Say goodbye to plain text boxes! Our new code editor features syntax highlighting, variable colorization, and error detection. With AI support, even beginners can write and generate JavaScript code. Plus, it's integrated with Make, Zapier, and n8n for smooth script execution. Usage Tables: Get a complete picture of your endpoint activities with our usage table. It tracks endpoint usage, credit consumption, and

431
SamB
Community Manager
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
Wix Webhook Workaround

Wix Webhook Workaround Contribution by Troy Tessalone Premier Certified Zapier Expert at Automation Ace. App: Wix https://zapier.com/apps/wix/integrations#triggers-and-actions https://zapier.com/apps/wix/help If your Wix Zap trigger is not working as expected, there is a workaround with webhooks! In Wix Automations, you can use this action: Send via Webhook https://support.wix.com/en/article/wix-automations-sending-data-via-webhook Zap Trigger: Webhook - Catch Hook This will generate a unique Zap webhook URL to configure in the Wix Automation action. https://zapier.com/apps/webhook/integrations#triggers-and-actions https://zapier.com/apps/webhook/help

2691
SamB
Community Manager
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
Webhook Workaround for Gravity Forms

Webhook Workaround for Gravity Forms Contribution by Troy Tessalone Premier Certified Zapier Expert at Automation Ace. App: Gravity Forms https://zapier.com/apps/gravity-forms/integrations#triggers-and-actions https://zapier.com/apps/gravity-forms/help If your Gravity Forms Zap trigger is not working as expected, there is a workaround with webhooks! In Gravity Forms, you can use this Add-On: Webhooks https://www.gravityforms.com/add-ons/webhooks/ https://docs.gravityforms.com/triggering-webhooks-form-submissions/ Zap Trigger: Webhook - Catch Hook This will generate a unique Zap webhook URL to configure in the Wix Automation action. https://zapier.com/apps/webhook/integrations#triggers-and-actions https://zapier.com/apps/webhook/help

581
SamB
Community Manager
Kalintro
KalintroBeginner
posted in Show & Tell
Introducing the PDF plugin "PDF-app.net" net Plugin for Zapier

Hello ZapierCommunity, We’re excited to launch the PDF-app.net plugin for Zapier! Now you can super easily manage PDFs right in your Zapier zaps, without any coding. pdf512×512 9.73 KB Key Features: Create PDFs from HTML + JSON Data: Generate PDFs from your HTML and JSON data, including templates created at PDF-app.net. Extract Text from PDFs: Extract text from PDFs using templates that define specific data extraction areas, all managed within your PDF-app.net account. What is PDF-app.net? PDF-app.net simplifies creating, handling, editing, and sharing PDFs. It supports various file formats and offers robust tools to streamline your document workflows. Direct and easy (at least we hope so!) Why Use PDF-app.net with Zapier? Easy Integration: Add PDF features to your zaps with a few clicks. Versatile File Support: Manage PDFs and other file types. Advanced Tools: Merge, split, compress, extract, create and convert PDFs. Secure Handling: Keep your documents safe with encryption. User-Frie

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Kalintro
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
How to connect WordPress (CF7) Contact Form 7 to Zap via Webhook

How to connect WordPress (CF7) Contact Form 7 to Zap via Webhook Contribution by Troy Tessalone Premier Certified Zapier Expert at Automation Ace. App: (CF7) Contact Form 7 The (CF7) Contact Form 7 Zap app integration is not yet supported. https://zapier.com/apps/contact-form/integrations But there is a workaround! In WordPress, install this plugin: CF7 to Webhook https://wordpress.org/plugins/cf7-to-zapier/ Zap Trigger: Webhook - Catch Hook This will generate a unique Zap webhook URL to configure in (CF7) Contact Form 7. https://zapier.com/apps/webhook/integrations#triggers-and-actions https://zapier.com/apps/webhook/help

5401
JammerS
donovan
donovanBeginner
posted in Show & Tell
Add a checklist to an Interface page video demo

Hi all, I made a walkthrough video of the ability to add a checklist to an interface page. Please take a look if that interests you.

253
SamB
Community Manager
nicksimard
nicksimardZapier Staff
posted in Show & Tell
Simplify your Filter steps by using the '(Text is in)' condition

If you’ve ever seen this option in a Filter step: … and you’ve wondered what the heck it is, I’m about to tell you :) The More Complex Method Let’s say you want to see if a field contains one of several possible values. You could use multiple OR operators, but this can quickly become unwieldy and cumbersome. A Much Simpler Option Instead, you can use (Text) Is In to check whether the value you’ve mapped is in the list of values that you specify. It’s cleaner, faster to create, and easier to maintain :) Hope this helps!

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G
ikbelkirasan
ikbelkirasanZapier Expert
published in Show & Tell
Zapier Utils: Find Zap by Webhook URL [Chrome Extension]

Hi everyone, I have recently answered a question about finding a zap that is associated with a webhook URL without having to open every single zap to look for which one contains the webhook URL. So I wrote a script that can actually scan all the zaps and then outputs the zap URL that is associated with webhook URL provided by the user. This obviously requires the user to open the Browser dev tools then paste the script and replace the webhook URL before executing the script. I thought this had to be simpler, so I went ahead and built an open source Chrome extension for it. I hope this can be helpful for anybody who might need it. Links The script: https://gist.github.com/ikbelkirasan/601dd8a51f458bf09d5ce44a102b9fd0 The extension repository: https://github.com/ikbelkirasan/zapier-utils

526218
SamB
Community Manager
TimS
TimSZapier Staff
published in Featured Articles
How to get live sample data if your Trigger isn't getting the right valuesvideo

Hey folks, it’s Tim here from Premier Support with another Workflow for you! If you’ve ever been trying to set up a Zap but you weren’t able to get the correct Sample Data pulled into the Trigger, I’ve recorded a 5 minute video to show how to work around this problem. You can watch it here: To summarize the process in the video: Create two Zaps: Zap 1: The Trigger you want to use Webhooks by Zapier: POST Action Zap 2: Webhooks by Zapier Catch Hook Trigger Then: Copy the URL from Zap 2’s Trigger Open the POST Action in Zap 1 Paste the URL from Zap 2’s Trigger into the URL field Set the Payload Type field to Json Turn Zap 1 on Trigger Zap 1 Test Zap 2’s Trigger and you will see your Live Zap Equivalent Sample data pulled in. Build the rest of your Zap in Zap 2. When running Zap 2, Zap 1 must also be turned on. The video ends there, but I wanted to mention one more advanced tip. Once you’re sure you won’t need to edit Zap 2 for a while, you can replace the Catch Hook Trigger in Zap 2 with

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SamB
Community Manager
nicksimard
nicksimardZapier Staff
published in Featured Articles
Append data to fields instead of overwriting what’s there

A lot of users ask whether it’s possible to append data into a field instead of overwriting existing data, so I thought I would break that down a bit. Luckily, when it is possible, it’s not actually that difficult to do. First, let’s look at some examples of when you might want to do this: you’ve got a CRM and would like to record each time a customer purchases something from your online store you have a Description or Notes field in your app and want to add to it instead of replacing the existing text Before jumping into the details of how to accomplish this, I do want to offer a couple of caveats. The way we do it is by first looking up whichever item you want to update, so if the app integration doesn’t have a search action that supports that, I’m afraid you won’t be able to use this workflow. And you’ll also need an Update action (as opposed to just a Create action). Example If you wanted to update a Description field for someone in your CRM, you would need something like Find Cont

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SamB
Community Manager
nicksimard
nicksimardZapier Staff
published in Featured Articles
By Zapier: Learn About Looping

What's up Zapficionados! In this "By Zapier" article I'm going to take a look at Looping by Zapier. What it is, how it works, and some examples of how to use it in your workflows. Let's dive in! What It Is How It Works Create Loop From Text Create Loop From Line Items Create Loop From Numbers What You Can Build With It Example 1: Looping Through Calendar Attendees to Find and Update Airtable Records Example 2: Updating Something (Maybe an Invoice) With Multiple Items [Workaround] Example 3: Take Action on Each Item of an eCommerce Order Wrapping Up What It Is Looping by Zapier is a helper app to repeat action(s) in your Zaps a variable number of times for sets of values. Ok, but what does that mean? Let's use an image to illustrate: Here you can see that the Zap has a step that provides 4 line items. Using Looping by Zapier, each one of those line items can run through that first action step and the second action step. It's as though the Zap was triggered 4 separate times, except that

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SamB
Community Manager
Patricia Monga
Patricia MongaZapier Staff
published in Show & Tell
Salesloft: new app launched

Exciting news! Salesloft, a sales engagement platform, has launched on Zapier, giving you the power to automate your sales processes effortlessly. Our new Salesloft integration enables: Data synchronization When a new person is created or an existing person is updated or deleted in Salesloft, automatically sync this information to your CRM. This ensures that your sales and marketing teams have up-to-date information without having to manually update information in separate systems. Lead enrichment When a new person is added to Salesloft, automatically enrich their profile with additional information like job title, company size, social media profiles, etc which gives reps more context for their outreach and a better and more personalized experience for the customer. Task management When tasks are created, completed, or deleted in Salesloft, those tasks are mirrored in your task management system. This helps sales reps manager their to-do’s in one centralized place, saving them time and

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Patricia Monga

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