New in Transfer: Update or Create

Welcome to the first product update of the year! This one is for Transfer, and it’s something we’re super excited about.For scheduled Transfers, Zapier can now recognize related records in the given destination integration and determine if a new record should be created or if the records should be updated with new information.What does that mean?This means you can ensure that data in the destination is up to date with your source of truth, wherever that may be.Before the updateAll scheduled runs have what we call “deduplication” functionality. This means that any records that have already been transferred to the destination app using Transfer are not transferred another time. Only new records since the last run are transferred from the source of truth. Any changes to user-editable fields in the source app are ignored. This means if a record is updated in the source, the destination app will not update the existing record, nor will it create a net new record with the updated info.After the updateYou will see new options when selecting destination app actions. These new actions will say “Update or Create X” You will be prompted during the creation of the Scheduled Transfer to select the field that will serve as an identifier key for each record Changes to user-editable fields in the source app are recognized. During the Scheduled Transfer run it will search to see if a record already exists in the destination app. If it does exist, it will update the existing record. If it does not exist in the destination app, it will create a new record.Which integrations are included in the first release?We’re launching with the following apps and actions, and are working on expanding this functionality to additional destination actions.Shopify:Update or create customer Update or create productZendesk:Update or create ticket Update or create userQuickbooks:Update or create customer Update or create invoiceQuestions?If you have any questions about the inner workings of this feature, please don’t hesitate to ask in the Community or reach out to our fantastic Support team!

Categories:Product Updates

We've Updated the Google Sheets App!

Google Sheets is one of the most used apps on Zapier, and for good reason. It’s a free tool, it’s powerful, and spreadsheets are so versatile.Check out what we’ve been up to lately!New Action: Update Multiple RowsYou could already update a single row, and create multiple rows. So now it’s the best of both worlds. This can be used after one of our Find Row(s) actions in Google Sheets, for example.New Action: Find WorksheetI actually helped someone who was looking for this exact feature and we happened to be finalizing it for release :)Check out the use case here: New Action: Add Formatting Capabilities to Create/Update Row ActionsThis new action is quite comprehensive, so I’ll just add this image so you can see for yourself :)Improved: We’ve Renamed Some of Our Actions, to Make Them More ClearThis is a small one, but some of our action names were causing confusion. We changed things to make it less ambiguous.Create Spreadsheet Row(s) → Create Multiple Spreadsheet Rows Find Many Spreadsheet Rows (With Line Item Support) → Lookup Spreadsheet Rows (output as Line Items) Get Many Spreadsheet Rows (Advanced, With Line Item Support) → Get Many Spreadsheet Rows (Advanced, output as Line Items)Improved: Output Line Items in a Consistent FormatThere were some differences between how the following actions outputted line items:Lookup Spreadsheet Row Lookup Spreadsheet Rows (output as Line Items) Get Many Spreadsheet Rows (Advanced, output as Line Items)You’ll now have a consistent and predictable output across all of them.Improved: Lookup Spreadsheet Rows and Get Many Spreadsheet Rows Return Up to 500 ResultsBefore this update, the limits were 10 and 20, respectively. This is a massive improvement!Until Next Time!I don’t think we’re anywhere near done with Google Sheets improvements, so you’ll no doubt hear from me again :)

Categories:App Integrations

You can now create subfolders to better organize your Zaps!

You asked, we delivered! Nothing worse than creating the perfect Zap, publishing it...and then it gets lost and pushed towards the bottom as you create more and more awesome Zaps. Well, that time has alas, come to an end! We’re so happy to announce that you can now Create Subfolders in order to stay organized and on top of your game! 😏 We are currently supporting up to five nested folders, and no limit on how many folders across. Updated folder sidebar shows that Zap counts have been replaced in order to support key folder actions.So, what else is new? The Move option allows you to take your currently existing folders and enables nesting. 👇Your subfolders can be private or shared, but be aware, sharing permissions set for the root folder will also be inherited by any subfolders nested within. Even when you move a folder with one set of permissions under another. Don’t worry, we’ll send you a warning before the change is applied! Well Zapiens, we’ve got one more trick up our sleeves for this rollout. You’ll also notice breadcrumbs at the top of your folders. This will serve as a friendly reminder on where you are within your folder structure. You can use the links to navigate to other levels.  Learn more here!Have any questions? Let us know below. Excited about this new feature? Hit the thumbs up at the bottom on this post!

Categories:Product UpdatesAnnouncements

We've added Version History for your Zaps!

Hey Zapiens! I’m so excited to announce our new Versions feature! It officially launches at ZapConnect, and if you aren’t already signed up, you’re missing out. This comes as excellent news to our Team and Company plans and will be available to all paying customers. Version History is just one of three cool sub-features of Versions. While the other two are coming soon, we couldn’t wait any longer to get this out, as we’re just as excited as you! Version History is an audit log of changes in a Zap. This means, you can refer back to an old version of a Zap, thus the ability to have multiple versions of any Zap, hassle free. 😉  If you take a peak at your sidebar of the Editor, you’ll see a new Versions tab that will be visible to all users in both read-only and edit mode. Versions will be stored dating back to September 27, 2022. For each version, users will be able to see; who published the original version, an auto-generated version number, optional version description, and the date & time it was published. Pretty cool right? Well, I’ve got one more neat thing to share. Not only does the most recent edit jump to the top of the Version History list, but you also have the option to give versions your own custom description on edits for yourself or your teammates. These key features are sure to help power users that are creating and editing business-critical Zaps and teams that are looking to troubleshoot Zaps that aren’t working when the owner is OOO. Want to learn more? Check this out. Keep checking back for an update on our two remaining feature releases. What are you most excited about? Let us know below! 

Categories:Product Updates

Improved account-wide visibility for Companies and Teams

We’re back with another product update!We’ve added account visibility updates including allowing Owners to manage all Zaps in their account and a new Super Admin role on Company accountsWhat this means:On Team plans, account owners now have access to all Zaps on the account, including private Zaps. This allows owners to troubleshoot any Zap when teammates are out. On Company plans, we're introducing a new Super Admin role that also has full access to private Zaps on the account. Account owners can assign as many Super Admins as they need to manage the account. The Super Admin role release includes many functionality changes that both Owners and Super Admins will get to increase visibility across their account.The Zaps page (/app/zaps) will render a typeahead in the private folder section to give Owners and Super Admins the ability to select another member on the account and view their private Folders and Zaps. This allows Owners/Super Admin to access all zaps, even if the zap owner is unavailable, ensuring business critical workflows remain functional.   In Zap History, Owners and Super Admins can now see all tasks, and all zap runs including those for Zaps in private folders. This allows these users to truly see the top Zaps in their account and identify ways to continue spreading automation across their company, as well as to troubleshoot when needed. The Members page within Settings now includes details about what each role has access to so that users can make an educated decision when assigning permissions: A new modal with all the roles and a description with who these roles are best suited for. More Details within the dropdown options: the Member search and the Role Change Dropdowns now include a small description with the main difference between the role options. More details about roles when inviting new members: roles now show as radio buttons instead of a dropdown which we hypothesize will lead to better visibility over our roles and permissions. Search will now allow Super Admins and Owners to search for any zap within the account, including Zaps in private folders. Within the App Connections page, Super Admins and Owners will now see all the connections and all the Zaps using them, including private ones. This allows Owners/Super Admins to see all the data movement for their business (i.e. all going into their CRM from Zapier). We look forward to seeing how Team and Company admins use these new features! 

Categories:Product Updates

Introducing duplicating and reordering steps!

The time has arrived, my friends! I’ve been anxiously awaiting this feature, and it’s finally here :)We just released Duplicating and Reordering Steps, which builds on our previous launch of duplicating paths.What's changing?You are now able to duplicate and reorder steps, as well as duplicate and reorder paths within a path group. With substantially fewer clicks, you can now duplicate steps and paths and then drag them into the order you desire.This could save you hours each week!Let's take a look at DuplicatingThere are two ways to duplicate a step:1. Duplicate a step from the Editor2. Duplicate a step from the SidebarNow let's see Reordering in actionMore Details:Is this feature limited to specific plans? No - All users will be able to Duplicate and Reorders steps. Free users don’t have access to Paths. Free users will be able to experience the feature but will need to upgrade to publish a multi-step Zap.Are there any limitations to reordering steps?Yes - There are a few limitations:Steps can only be reordered within the same Zap Trigger steps cannot be reordered Parent Path steps cannot be reordered - Paths still need to be the last step in a Zap Paths cannot be reordered within their Path group. The user can change the level that a Path is on (i.e. reorder it down to a nested Path group OR reorder it up from a nested Path Group to a higher level Path group). Steps within Paths cannot be placed before the Path’s rule stepAre there any limitations with duplicating steps?Yes - There are a few limitations:Trigger steps cannot be duplicated Parent Path steps cannot be duplicated Looping steps cannot be duplicated Users cannot duplicate a step (or path) if it will put them over the 100 step limitFeedback?On a scale of “meh” to “OMG”, where do you fall?

Categories:Product Updates

Announcing ZapConnect: Success scales with your next Zap

We’re so excited to share that ZapConnect is back! On Thursday, October 20, 9 a.m. to 1:30 p.m. PT/12:00 a.m. to 4:30 p.m. ET, we invite you to join us at our free, virtual user conference to learn how to make more of an impact with automation.Tune in live to ZapConnect for:A keynote address by James Clear, #1 New York Times best-selling author. He'll talk about adopting habits and making small improvements that can maximize your impact.  Workshops for Zapier users at all levels. Whether you've created one Zap that left you wanting more, or you're an automation wizard who's built workflows for your entire team, our build-along workshops will help you uncover the Zaps you need to find success.  Sessions that will inspire your organization to think with an automation mindset. Find inspiration and gain insights on ways to automate your customer journey, create more efficient teams, and streamline internal processes across your company.   ZapConnect brings together our talented community of customers, partners, and industry experts to help you do even more with automation—no matter your skill level. With hands-on workshops and in-depth discussions, you'll connect with like-minded folks, build Zaps that will have a direct impact on your work, and set your team up for success. We've extended our tracks this year to include more hands-on sessions, and we can't wait to show you how much automation can do for you and your organization. Register today to save your free spot. We hope to see you there!


Airtable's 'Create Records' Now Supports Line Items

A lot of people have been waiting for this day! The Airtable app on Zapier now supports creating records using line items.If you know, you know.If you don’t know, here are a few ways this could be used:Your Trigger App Has Line ItemsSome apps will include items in their trigger steps. Accounting and eCommerce apps often include this option.Examples include: WooCommerce, QuickBooks, Webhooks by Zapier. You can now use Create Records (With Line Item Support) to create multiple Airtable records.Your Search Step Returns Line ItemsSometimes you’ll use a search step and it will return data as line items. This could be orders, with multiple items as part of that order. In the past, you would have had to use Looping by Zapier to process those. But now you can use Create Records (With Line Item Support).You’re Using a Webhooks Step That Returns Line ItemsIf you’re a bit more advanced, you might be connecting to an app’s API directly using Webhooks by Zapier. Some of those APIs will return the information as line items, and you often can’t change that behaviour at all.Enter Create Records (With Line Item Support)!You’re Creating Line Items in the ZapIn some cases, you might be using Formatter by Zapier to create your own line items. It can often make later steps more efficient, but before the introduction of Create Records (With Line Item Support) you would have had to use Looping by Zapier.Those days are gone!Wrapping UpIf you’ve got some use cases in mind, we’d love to hear them! I know a lot of Zapier users wanted this feature, so maybe some of you are reading this :) 

Categories:App Integrations

Want to speak at ZapConnect 2022? Apply to lead a session today!

Our annual user conference, ZapConnect, is coming up this October, and we're excited to host it for the second time!To prepare for the event, we're looking for strong public speakers with a deep understanding of Zapier and compelling use cases to lead ZapConnect sessions. If you've created an amazing Zap—or seen outsized ROI from Zapier—we want to hear about it! Ready to share your automation inspiration with the world? Apply to lead a session today.Apply now This year, all ZapConnect programming will fit into four tracks. Check out the track descriptions to see the kinds of sessions we're looking for! Create: This track walks new users through exploring key Zapier features, building their first automated workflow, and troubleshooting Zaps that go wrong. Expand: This track takes a deeper look at advanced automation skills and Zapier features like conditional logic, webhooks, and multi-Zap systems. Empower: This track explores how Zapier can power critical processes like approvals and data analysis—plus how to set up user permissions, document Zaps, and roll out Zapier across an org. Attract: This track walks through popular marketing and sales workflows and explores how Zapier can help users find, nurture, and win more customers—with less chaos. Not sure whether your session will be a good fit? Need a little inspiration? Learn more about ZapConnect 2022 tracks. We can’t wait to see what you come up with!