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

719 Topics
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SacBeginner
posted in Show & Tell
Eliminating blank lines using Formatter

I have found some questions regarding this topic, but no suitable answer, so I came up with a workaround/solution.Using the format step from Zapier, I added a “- “ before every line, so I could use the “Replace” method inside the “Format” step to delete blank rows:Replace-[:space:][:newline:] WithJust leave this empty Note: You need to be very specific about the spaces and newline. In my case I had two spaces so I had to do “Replace: -[:space:][:space:][:newline:]” Note 2: If at the end of the process you don’t want to have the “- “ at the beginning of each line you could add a second format step and repeat the same process by doing “Replace: -[:space:] With”

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SamB
Community Manager
nicksimard
nicksimardZapier Staff
published in Featured Articles
Zapier Transfer: move critical data where & when you need it

IMPORTANTThe scheduled transfers function will be deprecated on January 15, 2024. Existing scheduled transfers will continue to run up until that date. To avoid any disruption, active scheduled transfers will be migrated into new Zaps that can perform the same workflow. You can learn more about these changes here. This article will give you a quick overview of Zapier Transfer, and provide some more resources for you to check out.What is Transfer? When to Use Transfer How to Set Up Transfer Which Source Apps Transfer Supports Which Apps Support Update or Create Actions Transfer Resources What is Transfer?If you’ve ever built a Zap, you’ll be familiar with the trigger (the event that starts a Zap) and action(s) (the event(s) your Zap performs). Zapier Transfer, however, is a standalone tool with which you can bulk-move data from one app to another. With Transfer you have control over which data to move, and where you want to move it. During the process you specify which piece of data wil

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SamB
Community Manager
SamB
Community Manager
SamBCommunity Manager
published in Featured Articles
The Zapier team is up to something...juicy. And we need your help!

We’re looking for AI experts who:Would’ve pursued acting if their automation passion didn’t get in the way (or at least appreciate a good joke about work) Are obsessed with artificial intelligence in all its flavors (aren’t we all?) Use Zapier Central, Copilot, Chatbots or Canvas to automate their most important workSound like you? Fill out this form by Friday, May 31st. 

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SamB
Community Manager
jerome
jeromeBeginner
posted in Show & Tell
[New Integration] Ubiqod: field service management with QR codes and IoT

Hi there  ,We provide Field Service Management solutions based on IoT. We automate on-demand service requests and time tracking on the field with IoT buttons.Like this one:In the past, we were using webhooks to connect to Zapier. We made a lot of demos in IoT conferences to show the power of Zapier associated with IoT.With the COVID, we had an increasing demand for traceability and cheap contactless solutions. So we built a platform called Ubiqod, that works with both IoT and QR codes, and we made a brand new Zapier integration.There are many use cases:Time tracking (i.e. remote workers) On demand services Asset tracking Customer feedback ...Here is a tutorial for on demand service (industrial dumpsters): https://www.ubiqod.com/docs/zapier/#what-we-want-to-achieveYou can register for a free account here: https://admin.ubiqod.com/#/registerInvite link: https://zapier.com/developer/public-invite/117420/f05479c250f90fc13dd566544df205e0/We would love to have any feedback from the community

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jerome
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Caleb C.Zapier Staff
posted in Show & Tell
How to stop duplicate data from reaching your Zap actions

In the realm of automation, bugs and glitches are an inevitable reality we sometimes have to deal with. In some cases, despite our best efforts to troubleshoot, duplicate data can creep into our workflows from trigger source apps. This can then lead to additional duplicates or errors downstream in the Zap’s actions, causing confusion and disrupting the seamless flow of operations. Depending on the exact details of the situation though, there is a way to stop the duplicate from getting all the way through. This entails adding a few steps with Zapier-based apps, all free to use in terms of task count, so they won’t impact your billing or usage to employ while the bug is actively investigated and worked on!To employ this workaround, here are the basic steps: For this example, let’s assume that a Zap is using Google Sheets as a trigger. There is some issue where duplicate records are being added to multiple rows, all with the same record ID number.  1. Set Up a Zapier Table:Separate from y

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Lionel_Selie
Lionel_SelieZapier Staff
posted in Show & Tell
Use nested IF statements for conditional field retrieval

Hi there ✌You might have encountered this situation:You need to create a lead in your CRM, but the email address can come from different fields in another app. The email address might be found in field 1, field 2, or field 3.So, how do you set up the Zap to use field 1 if it exists, otherwise use field 2 if it exists, or otherwise use field 3?We can use the Formatter tool for this!Select Formatter > Text > Spreadsheet-Style Formula, and use a nested IF statement, as shown below.Here’s an example of what this looks like:Nested If Statement This is the formula to use:IF("{{239371880__email1}}"<>"","{{239371880__email1}}",IF("{{239371880__email2}}"<>"","{{239371880__email2}}","{{239371880__email3}}"))Basically, what this formula does is: If email 1 is not empty, then use email 1 Otherwise, if email 2 exists, use email 2 Otherwise, use email 3 The output of this step can then be used in a subsequent action step.Hope this helps! 

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Lionel_Selie
erinoz
erinozZapier Staff
published in Featured Articles
How to Create a Delay Longer than 30 Days with Google Calendar

IntroductionHi there, this is Erin Oz from the Zapier Support Team with another workflow idea to share. Background InfoHave you ever wanted to create a Delay in your Zap that lasted longer than 30 days? Or, have you ever wanted to make changes to your Zap but you can’t, because you’ll break Tasks that are currently in a delayed status?Here’s how you can use Google Calendar to create better, more flexible Delays. Workflow ExampleA Zapier user would like to send a followup email to their clients booked through Acuity. They’d like to email to go out 45 days after the appointment took place, in order to prompt their client to book again. The user has created a calendar on their Google account called “45 Day Followup Email Calendar” that will only handle the events created for this workflow. This helps keep the Zap from triggering on other events by mistake and cluttering other calendars. This set up will require two Zaps: Zap 1Trigger - Acuity, Appointment StartFormatter - Set the Event St

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SamB
Community Manager
Lionel_Selie
Lionel_SelieZapier Staff
posted in Show & Tell
Make a Zap Work Between Mon - Sat, from 8am to 6pm (Otherwise Delay)

Last updated: May 28, 2025.Hi everyone! Leo here from Zapier Support, hope you're doing well today!Occassionally, we get a question whether it’s possible to make a Zap work between certain hours and certain days, otherwise delay.There are a couple of options available, but when it gets complex, it will often involve using Paths by Zapier. Now, we know that not everyone needs a Pro plan (or higher), so we set out for a fun challenge to create a Zap that can do the following, without using Paths, in the leanest way possible:1/ Allow the Zap to continue, if the Zap is triggered between Monday and Saturday, 8 AM and 6 PM2/ Before 8 AM on Mondays to Saturdays > delay until 8 AM today3/ After 6 PM on Mondays to Fridays > Delay until 8 AM the next day4/ After 6 PM on Saturday, or the entire Sunday > Delay until next MondayThe Solution:Trigger: use the trigger of your likingAction: Formatter > Date / Time > Format.Use input: {{zap_meta_human_now}}Output: custom value: ddd HHMode

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Lionel_Selie
ClintEmsley
ClintEmsleyZapier Staff
published in Featured Articles
Sending unique coupon codes to your customers

Let’s say you want to send someone a coupon code when they sign up for your mailing list. You’ve generated a list of coupon codes, downloaded a CSV...but now what? How do you find out if a coupon code has been sent out before? And how do we send a brand new one every time?Well, with a couple of Google Sheets steps, we can both get the first unused code, and mark it as used so it never comes up again!The first thing to do is to get those coupon codes into a Google Sheet, and make sure it’s set up properly. We only need two columns: Coupon, and Used. Coupon will track the coupon code, and then Used will track whether or not it has been used before. Make sure to put “no” into the Used column, so it looks like this:Now that your Sheet is set up, let’s take a look at an outline for the Zap that will use these:Step 1 Trigger: Anything you like. Maybe someone signs up for a list, or they write into a contact form - it’s up to you!Step 2 Action: Lookup Spreadsheet Row in Google Sheets. Search

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ClintEmsley
ClintEmsleyZapier Staff
published in Featured Articles
How to use multiple triggers for the same Zap (Sub-Zaps)

Have you ever found yourself making the same steps over and over in different Zaps? It’s honestly not a great use of time, but until recently it was the only way to get things done. But now with Sub-Zaps, you can build those steps once, then re-use them in any Zap! That way, you can spend more time on the interesting things in life, like learning how to cook a perfect medium-rare steak, or building a treehouse for your cats.A Sub-Zap is basically a normal Zap, but instead of having a normal trigger, it’s triggered by a different Zap, then returns information back to that Zap in its last step. You can think of it almost as a custom Action step that you build yourself, and can use in any Zap you like.When you’re making a Zap and want to add in a Sub-Zap, you’ll add an action as normal, but choose the “Sub-Zap by Zapier” app:(view larger)This will let you choose the “Call a Sub-Zap” action, and pick which Sub-Zap you want to use in this Zap. If you’re following this guide, you haven’t mad

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lunchpaillolaNew
posted in Show & Tell
Postman app for Zapier

Hi everyone!I’ve been exploring Postman APIs within Zapier and created a step-by-step guide on building a Postman app for Zapier.It focuses on the Collections API (the trigger notifies for new collections), but can be expanded for various Postman scenarios whether it’s syncing, notifying, or other actions in conjunction with Zapier.It coversHow to install the Platform CLI and log in. Steps to initialize a new Zapier app. The process for authenticating with Postman. Detailed instructions for creating a triggerFor a detailed walkthrough, visit the full guide here .Looking forward to hearing your thoughts if you end up trying it out!Lola

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Jared
JaredZapier Staff
published in Featured Articles
How to Update an Order in Shopify

May 9, 2024 update: An Update Order action is now available for the Shopify app on Zapier which will allow you to update existing orders!   Hey Zapier Community! Jared here from the Zapier Support Team.Have you ever wanted to update an order in Shopify using Zapier?Maybe add tags or change the email address associated with the order.If so - you might have noticed that Zapier doesn’t currently have an action to Update an Order in Shopify.We can create an order but not update one.However - there is a way to update at least some of the data on an existing Order using Webhooks by Zapier.Webhooks by ZapierMy first thought when we don’t have an existing action is maybe we can use Webhooks by Zapier to send the request.In order for that to work we need 2 things to be true. The App has to provide Basic Authentication or API Key authentication for their API. If they require OAuth - Webhooks by Zapier won’t work. In this case - Shopify does provide API Key and Password access to the API. This li

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jamesmacwhiteBeginner
posted in Show & Tell
The need for more advanced HTML parsing/DOM libraries

Today I had to build a Zap that parsed a HTML email template to pick out specific data as fields for a CRM system. I first looked at the Email Parser by Zapier, unfortunately it quickly became obvious that despite multiple methods of matching and having AI functionality, the layout of the email was too complex. The service specifically sending the email also only appeared to send a HTML only email, no plain text which was mainly the issue, as I think realistically the Email Parser by Zapier is designed for basic templates. While there are email parsing services, they cost or require a further subscription, so I looked at other options.I then went back to a standard email inbound action and then a Code by Zapier block using JavaScript, eventually having to settle on using regex to pick specific parts of the HTML and assign these as fields with some further parsing. This worked, partly due to the fact by some luck the HTML elements had unique identifiers for every key piece of data, this

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SamB
Community Manager
nicksimard
nicksimardZapier Staff
published in Featured Articles
The Zapier Manager app: what the heck is it and what can it be used for?

Whether you’ve been a Zapier user for a long time or just started recently, there’s a good chance that you’re not super familiar with the Zapier Manager app. We don’t really talk about it much, but it can come in handy!You can check out the list of Zap Templates in the Zapier Manager directory listing, but I thought I’d do some brainstorming and come up with some ideas for how each of the triggers and actions could be used. Hope you find these helpful!TriggersBelow you can see that there are 9 triggers available, 2 of which are instant. Only the New Team Member trigger requires a Zapier for Teams account. The rest of them can be used on any plan.New Public AppTriggers whenever a new public app is added to Zapier.Ideas for how you could use it:Be on the cutting edge by sending yourself (or someone else) a notification as soon as new apps are added. Use Digest by Zapier to create a weekly (or maybe monthly) email digest of all the apps that were added. Keep an eye on apps that you're int

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Wemakefuture
WemakefutureZapier Solution Partner
posted in Show & Tell
Expanded PDF Functionality

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. 🌟  Drawing Text & Images: Add comments and insert images directly onto PDF pages.   Adding & Removing Pages: Extend or simplify your documents.   Rotating & Resizing Pages: Correct orientation and achieve visual consistency.   Getting & Editing Metadata: Manage and update document properties.   Encrypting & Decrypting PDFs: Protect sensitive information and collaborate securely.   Creating Empty PDF Files: Start your projects with a blank canvas.  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

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Wemakefuture
docugenerate
docugenerateBeginner
posted in Show & Tell
Automate PDF Generation with DocuGenerate and Zapier

Hey everyone,We're thrilled to join the Zapier community and introduce the new DocuGenerate app for PDF generation, now available in the Documents category.With DocuGenerate, you can generate PDF documents like invoices, letters, contracts, and more. What's even better? You can easily integrate DocuGenerate with your Zapier workflows. Simply create a Word template and set up Zaps to provide the necessary data as JSON, with values retrieved from other apps within Zapier. DocuGenerate then handles the heavy lifting, allowing you to focus on your project. We'd love to hear your thoughts about our app or answer any questions you have. Share your experiences, use cases, or ideas for DocuGenerate integration with Zapier!Thank you all,The DocuGenerate Team

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docugenerate
Troy Tessalone
Zapier Orchestrator & Solution Partner
Troy TessaloneZapier Orchestrator & Solution Partner
posted in Show & Tell
How to get a PDF version of a Google Drive file such as Google Docs, Google Sheets, or Google Slides?

How to Get the PDF Version of a GDrive File (GDocs / GSheets / GSlides) Did you know GDrive automatically makes a PDF version of the file available? Simply search for “application/pdf” in the returned response data of the Zap step! Example: GDocs Example: GSlides 

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Troy Tessalone
Zapier Orchestrator & Solution Partner
nicksimard
nicksimardZapier Staff
published in Featured Articles
How we automated the replacement of hundreds of images in the Zapier Community

 What We Didn’t Want To Do So How Did We Approach the Challenge? Unforeseen Obstacles Adjusting the Plan A Different Approach in Airtable Time to Run the Update Zap Was It Worth Automating Like This?You may have noticed that the Zapier Community (and the rest of zapier.com) looks a little different as of April 19th. There was a brand refresh, and part of that included the replacement of featured images for articles and product updates.That meant that almost 400 images would need to be replaced, with ones that adhere to the new branding and design. What We Didn’t Want To DoWe sure as heck did not want to navigate to each and every post that needed a new image, then go through the tedious clicking, finding image, saving post, etc.We have 4 colors that we cycle through for featured images, so part of the exercise was to document all of the posts in chronological order, then export the images in one of the four color options. That way as you scroll through them, you shouldn’t see a bunch o

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super4dtoto
ikbelkirasan
ikbelkirasanZapier Solution Partner
published in Show & Tell
[New Integration] KV Store: Custom Storage app with instant triggers support!

Hello everyone,Back with another integration. This time inspired by this question and since this feature isn’t supported by the built-in Storage app, I decided to make a custom one.Introducing KV Store, a custom Storage integration that uses the Zapier Storage REST API behind the scenes and supports an instant trigger for when a value is created or updated!Currently, it only supports the following triggers and actions but I will be adding more in the future.Triggers: New or Updated Value Actions: Set Value Invite link: https://zapier.com/developer/public-invite/124310/02e450e492d94e83e4480ba74499384d/  ZAPIER SAYS: This is an invite-only integration, created by a dedicated member of the Zapier Community. It is not publicly available, nor is it created by Zapier directly. Any questions/suggestions should be addressed to the creator, as they would be the best person to act on the feedback Thanks@ikbelkirasan for your hard work and for sharing with the community!

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W
WriterBeginner
asked in Show & Tell
How do I tag Systeme.io's customer "has bought that product"?

In systeme.io, there’s as many tag as we want. On woocommerce, you can sell as many products you want.But Zapier only offer me to tag the same way all my customers.How do i tag my systeme.io's customer "has bought that product"

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ken.a
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kylecarbonneauNew
posted in Show & Tell
Filter by Accepted/Declined Events on Google Calendar

I found a solution for controlling whether or not a Zap runs based on the status of the event (Accepted/Declined). Note that this would only work consistently for the status of the person who created the event. This is perfect for me since I wanted my Zap to only trigger when I had NOT declined an event. This may not be the perfect solution, but it was more than I had found, and hopefully helps others. Using a Format step, followed by a conditional, I was able to accomplish this:The format step is necessary because “Attendees Response Status” contains a list of all statuses in a list, like “accepted, declined, accepted...”. And only the first status reflects that of the event creator.  Then the conditional is pretty simple, this could be done differently depending on what kind of behavior you’re looking for:  Here are some old posts that attempted to solve this in other ways:  ​​​​​​​

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K
Jared
JaredZapier Staff
published in Featured Articles
How to Find All Airtable Records in a View

Hey Zapier Community  - Jared back with another post.Do you use Airtable?Airtable is a database App that is popular with Zapier users.And like any database app - Zapier users are frequently wanting to pull data out of those database tables to use in other applications.Our current triggers and actions (as of May 2021) provide a lot of options for getting at that data - but we do not currently have an action for finding all records in a View.Why might a user want to find all records in a view?Well - imagine we run a Construction Company - and our Equipment is used across multiple Jobs. So we’ve created a View specifically for tracking Equipment that is Checked-Out so you know which Equipment is in use.And we want to send ourselves a slack message every morning to review which equipment is currently checked out.Our current Find Record action would require us to look up each piece of equipment one-by-one.But using Webhooks by Zapier - we can make a GET request to Airtable and find all reco

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Tibonzo
TibonzoNew
posted in Show & Tell
Collect GCLID for offline google ads conversion with Livestorm

My first intention was to to collect the Google Clic ID from google ads into livestorm registrant and push it back to google ads to recrod and offline conversion. Problem : Livestorm doesn’t store natively the google clic ID. Solution :Connect to your livestorm admin acount crate a new personnalized field called  "GCLID" on Livestorm. Ad this field to the subsciption form of your event (it will be hidden by the following script) Go to the “apps” section select the app “custom code” Copy and paste the following script code  (for more information see instuction here: Custom Code) : <script>window.addEventListener("load", function () {const params = new URLSearchParams(window.location.search)const customFields = [{ slug: "gclid", value: params.get("gclid") },];function fieldExists(selector) {return !!document.querySelector(selector);}function waitForCustomBlock(selector) {return new Promise((resolve) => {if (document.querySelector(selector)) {return resolve(document.querySelector

390
Tibonzo
Troy Tessalone
Zapier Orchestrator & Solution Partner
Troy TessaloneZapier Orchestrator & Solution Partner
published in Featured Articles
How to sort an array of line items using Code by Zapier

📌  We do our best to ensure that the code in these articles works as advertised, but please be aware that Zapier Support does not officially help with code steps due to their advanced nature. Feel free to comment on the article or ask in the Zapier Community, where we have code-savvy folks (including the author of this post).Q: Ever wanted to sort to items in an array?A: Use a Code app as a Zap step: https://zapier.com/apps/code/helpCode step configuration using JavaScript Sort items in array in ASCENDING order Sort items in array in DESCENDING order Results Code step configuration using JavaScriptNOTE: Map your line items array to the right side value for the “Set” Input Data variable in place of “A,B,C,C,B,A”.Sort items in array in ASCENDING order COPY THE CODElet Set = inputData.Set.split(","); // creates array by splitting Input Data Variable at commasSet.sort(); // sorts array in alphabetical and ascending orderoutput = [{Set}]; Sort items in array in DESCENDING order COPY THE

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Troy Tessalone
Zapier Orchestrator & Solution Partner
Troy Tessalone
Zapier Orchestrator & Solution Partner
Troy TessaloneZapier Orchestrator & Solution Partner
posted in Show & Tell
[GUIDE] How to Trigger Zaps at ANY Time with Slack Reminders

[guide] How to Trigger Zaps at ANY Time with Slack Reminders RemindersReminders are great!Reminders get info out of your head and prompt you when scheduled.If you’re using Slack and not taking advantage of their Reminders feature, then you’re missing out!(Read more about Slack Reminders: https://slack.com/help/articles/208423427-Set-a-reminder) AppsThese apps will be covered in this how to guide for scheduling Zaps to process at set dates and times.Delay by Zapier Schedule by Zapier Google Calendar Webhooks (ADVANCED) Slack Use CaseYou want to trigger a one-off Zap on command at a future time. (Slack) You don’t want to trigger the Zap now. (Webhooks) You don’t want to trigger the Zap on a set schedule. (Schedule by Zapier) You don’t want to clutter your GCal with Events that trigger Zaps. (Google Calendar) You may want to have your Zap triggered +/- 30 days in the future. (Delay by Zapier) SolutionSlack Reminders to the rescue!Plus, Slack is free to use.See options below for the differ

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