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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?
Great news! You can now use Transfer by Zapier to move data in bulk from Zoho CRM and Cvent to any of the 5,000+ apps Zapier supports. Zoho CRMWe’ve added transfers for the following:Module EntryCventWe’ve added transfers for the following:Attendee Activity Attendee Contact Event Available Source AppsWith these 2 apps added, it brings the grand total of source apps to 35. See the updated list here. NOTE: Don’t see the source app you need? You can request it here :)About TransferTransfer by Zapier lets you send critical data where you need it, when you need it—so you can ditch the manual data entry for good. It’s the simplest way to transfer information like leads, records, and more from months (or even years!) back in one go.Give Transfer a try!
We’ve built new functionality that allows you to define a schedule to run a Transfer on an hourly, daily, weekly, or monthly cadence in addition to one-time runs. This work was highly requested, and now’s it’s available for all Zapier users!Why did we build this?You previously needed to manually re-run Transfers, adding friction to your workflows. This new feature is important in removing manual overhead, and empowering you and your teams by letting you automate your Transfer workflows.What’s changing?New option when creating Transfers:There is a new option within the create Transfer workflow to select a one-time or scheduled Transfer. If you select the option to move data on a fixed schedule, you will see additional steps in the workflow asking you to select the desired frequency. Updated transfer management:New indicators are visible in the main Transfer workspace that differentiate which Transfers are on a fixed schedule and which are one-time runs. Within the details page of a Transfer, you can see the current schedule and filters applied to the Transfer. You can also edit the Transfer schedule and filters applied. Bringing this feature to life was truly a team effort! We’re just getting started, and scheduling transfers was a big one!
For those who have wanted this feature, this one is huge!BeforeThe triggers that return a message (as well as the Find Message search) would provide all the attachments in one zipped file:That includes the following triggers:New Labeled Email New Email New Email Matching Search New Starred Email New ThreadNowIn addition to having the All Attachments option (which some people may still want to use), you’ll get each attachment as a separate object you can map to later steps of your Zap:
Hey Zappers!I’m pleased to announce some awesome updates to the Asana app that may have snuck past you. I won’t bury the lede...New Action: Create Project from TemplateThis one was the most-requested feature, by quite a long shot. Your patience has been appreciated :) No workarounds necessary anymore. It’s here!New Action: Create Duplicate TaskThis feature wasn’t requested by nearly as many people, but it’s a useful one nonetheless! You can now duplicate an existing task (which includes its subtasks).Bug Fix: ‘The Result is Too Large’ ErrorsIf you’ve got a lot of data in your Asana account, like we do at Zapier, you may have run into this pesky bug. It affected:Trigger: Tag Added to Task Search: Find User Setting Up: Project, assignee, and task dropdowns when setting up ZapsYou should no longer be experiencing this problem!
For our recent rebrand, we had some swag made with our new logo, but we made a bit too much!We’d like to share the rest with our customers past, present, and/or future :)You have to act fast!We are on a timeline, as the swag needs to leave the warehouse by the end of August (that’s Wednesday), so we’re hoping we can do this prior to September 1 (that’s Thursday). Go fast before time runs out or we run out of swag! You can choose from the following:Go, go, go!
Back in March we launched a beta of our new Drafts feature. We got a ton of feedback, made improvements, squashed some bugs, and now it’s available to everyone :)Take a walk with me, if you would, back to a time when you couldn’t modify a live Zap without it being turned off. There wasn’t a great solution that didn’t involve making copies of Zaps or risk missing data while your Zap was turned off.Work Behind the Scenes & Publish When ReadyNow you can make changes to your Zap, at your own pace, then publish the updated version when it’s ready! For anyone who tends to update Zaps a lot, this feature is magical.Read-Only View & Edit Zap ButtonOptions for Your DraftIf you have any issues with Drafts, you can check out this article where we discuss some troubleshooting steps, workarounds, and how to contact Support if you still need help.
You may have noticed that the “My Zaps” page looks a little different.We've replaced the card-like representation of Zaps, with a table view. The goal is to make more efficient use of space by providing all of the same information with less whitespace.How much of a difference does this make?Using my standard 16in MacBook Pro to look at my Home folder, I can see 40% more Zaps without any scrolling.BeforeI can see almost 7 Zaps here with the card-style view.AfterI can see 10 Zaps here without having to scroll. Information is presented in a more compact manner. See more, scroll less. This is just the beginning of the improvements we’ll be making to this page :) Stay tuned for more updates!
Are you an account owner looking to get greater visibility into all the Zaps, across all team members? You can now export all Zaps in a team's account, including private Zaps. Get full visibility into the workflows that power your business.Where to Find ItNavigate to the Data Management tab under Settings, and you’ll find this option: You will then be emailed a zip file that contains a JSON file of all the Zaps in the account. It is similar to what you get if you export My Zaps, but we did add a couple of extra things:Status of the ZapYou can see whether the Zap is on or off. Created At & Last ChangedYou can see when a Zap step was created and edited.NOTE: this option is available to account owners on Teams and Companies plans.
I’m super excited to announce that as of right now, you can duplicate Paths in your Zaps, instead of creating from scratch! You read that right!Let’s say you built out the perfect Path and you want nearly identical Paths alongside it.The OLD wayYou would have had to create this Path from scratch, each time: Not only was it tedious, it was also prone to errors, in the event that you entered something differently (typos, omissions, oversights).The NEW wayNow, all you have to do is this:I can hear the collective sighs of relief from around the world :)
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!
We've got good news! It's now possible to use shared inboxes and calendars with Microsoft Outlook and Office 365!First, if you already have an account connected to Zapier, I would recommend that you reconnect it, to ensure your Zap can pick up on the new feature. Triggers You can use any inbox you have "read" access to, by typing in the address of the shared inbox. All calendars you have "read" access for should appear in the "Calendar" dropdown menu. Actions Specify an inbox in the "From" address, to send emails from that address. All calendars you have "write" access for should appear in the "Calendar" dropdown menu. Troubleshooting for shared inboxesIf you get an error (usually a 404 error) when trying to use the inbox-related fields, make sure the address was typed correctly and that you have proper access to that inbox. You can also try to reconnect the account.
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 :)
Great news! You can now use Transfer by Zapier to move data in bulk from Notion and Trello to any of the 5,000+ apps Zapier supports.NotionFor Notion, you’re able to move Database Item data:TrelloFor Trello, you’ve got a few options for your data (Card, Board, Member): NOTE: Don’t see the source app you need? You can request it here :)About TransferTransfer by Zapier lets you send critical data where you need it, when you need it—so you can ditch the manual data entry for good. It’s the simplest way to transfer information like leads, records, and more from months (or even years!) back in one go.Give Transfer a try!
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!
Hi all! We're excited to introduce a new way to edit your Zaps: Drafts. Drafts are a new feature that lets you make changes to a Zap without turning it off, so your critical workflows keep running even as they evolve.We're making drafts available to select existing users—like you!—as a beta, so we can get real-life feedback about how it works. Sound amazing? We agree, and think you should check it out. To Opt-In for Drafts, head to this page and sign up. Happy drafting!
Just a quick FYI post :)Our integrations team is launching a new Google Forms app in January of 2022, but because it's built on a beta Google Forms API, we're launching with both apps alongside each other At launch:The Beta app works with all forms without the need to set up a Google Sheets spreadsheet to collect responses first. Instant triggers instead of polling Does not yet support “Create Response” “Lookup Response” or “Find or Create Response.” If this is needed, use the previous version. Eventually, when the Beta app becomes the only app, all Zaps using the previous version will be automatically migrated to the newest app. NOTE: As a Zapier user, you don’t need to actually do anything. It’s all automatic. If you have any questions, please feel free to comment below or reach out to our fantastic Support team!
Since Zapier first launched more than 10 years ago, we've seen you use automation to accomplish incredible things. You've created ongoing workflows that run entire projects, functions, and businesses in the background. But there's always been a piece missing: Until now, Zapier could only take action on data added to an app after your Zap was activated. Today, that changes. [We're opening up a new beta experience called Transfer](zapier.com/transfer), a simple way to move data between apps, in batches, no matter what time period it's from. Transfer gives you complete, on-demand control over your app data. You can use it to:Manage large-scale data projects, where you're moving hundreds of records from one app to another. For example, you might use Transfer to move all your customers from an eCommerce platform to a new email marketing app, so you can manage customers in both places. Backfill a new Zap with critical data. If you built a Zap that logs new leads in a sales tool, but activated it halfway through your lead-generation campaign, Transfer can grab those missing leads. Move data on-demand for ongoing projects. Transfer gives you a full view of all the data in your apps, and you can pick-and-choose what you want to move. That means it's ideal for automation where you need a little more control over what moves, when, like a project management process.How to get startedTransfer is available today on all Zapier plans. It's in beta, so expect some changes over the next few months. And you can use it to move data from select launch partners to any of Zapier's 3,000+ integrations. To use Transfer:Visit transfer.zapier.com (alternatively, you can find Transfer on your dashboard, in the menu on the left side of the screen) Click the "Continue" button and select your source and destination apps Map your data to your preferred fields Select the records you want to move and let us transfer them for youWe put together a full guide to building your first Transfer, too. We're excited to see what you build with Transfer, and thanks for using Zapier! p.s. Expert Zapier sleuths might have discovered a version of Transfer we were testing over the past few weeks :-) This launch has a completely redesigned interface—give it a try!
👋 Hi there! I wanted to take a second to let you know that we’ve changed how we present updates/announcements in the Community. They used to appear under the Forum section, much like these areas currently do: It worked fine, but the Community platform we use actually has a separate functionality that is built specifically for updates. It has a few advantages, compared to using a forum category:1) The updates always appear in chronological order, with the most recent one at the top. The forum defaults to posts with the most recent activity, like this: 2) We can add updates to specific categories, which you can then easily filter by: 3) Individual posts on the Updates page have a nice large featured image, and display the category, making it easy to scan quickly in order to see what might interest you: 4) The Updates page itself is much more customizable than forum categories are, including the sidebar. We can things like this to the page, if we choose to :) We now also have a link directly to the Updates page, in our main menu: AND we updated our featured images to be a bit more descriptive, rather than just saying “What’s New”: We hope to provide more Community-related updates as well (like this one), letting you know what’s going on right here in the Zapier Community!
Y’all!Joey here from Zapier’s video team. If you’ve watched some of our Zap tutorials or any of the Zapier University videos, we’ve e-met. Good to see you again!I wanted to let our community know that at long last, Zapier University has an official home on Zapier.com. There, you can watch both the entry-level, brand-new-to-automation Zapier 101 as well as the I-know-how-to-automate-now-show-me-the-goods Zapier 102. If you haven’t checked those out and are curious to learn some Zapier tricks, give them a watch! There’s no right way to watch them, either. If you want to go through, lesson by lesson, do it! Or pick and choose the topics that pique your interest. Either way, we’d love to hear what y’all think of these courses and what you want us to cover in the next Zapier University course(s). These are supposed to help you, after all, so tell us what topics we missed or where we can go even deeper into a feature.
Hey All! We’re looking to hire two very fun freelance roles at Zapier: A TikTok content creator and a meme content creator. Feel free to reach out to email@example.com or you can learn more here: https://zapier.com/l/social-media-freelancer-job-descriptions.
Getting started with Zapier can be tough. Even when you’re excited about automation, it can be hard to think of where to start and what workflows to automate.Today we’re rolling out a new version of the Zapier Chrome extension that provides suggestions of the most common ways people use Zapier to automate the apps they use every day. For example, if you go to Shopify and open the Chrome extension you can see how others have automated their eCommerce store. Head over to Google Sheets, Mailchimp, Salesforce, or any other app and see suggestions for those apps too. How to get startedInstall the Zapier Chrome extension (and pin it for easy access) Log in or sign up if you’re not already logged in Navigate to an app that you use every day Open the extension and click on the ‘Suggestions’ tab Click on any of the suggestions that interest you and it’ll show you how to set up the automationIf you don’t see suggestions for the app that you’re interested in, leave a comment below and we’ll look into it. Hope this helps you find more ways to save time! We’d love to hear your feedback in the comments below.
Hi everyone! My name is @Denise, I work on the Events Marketing Team here at Zapier. We’re incredibly excited to announce that Zapier is hosting our very first, free, one-day virtual event: ZapConnect! On Thursday, October 21, 9am-1:30pm PT, we invite you to join us on the journey to easy automation!Register for Free Whether you’ve built one Zap or many, our conference will bring together all Zapier users in a half-day adventure to discover deeper levels of automation, making everyday processes run like clockwork at whatever scale works for your business. With three tracks of sessions, we’re excited to share how a growing number of businesses are discovering that every piece of their operations can be tuned up with Zapier, unlocking the power of automation across organizations.Join us at ZapConnect for access to: A keynote address by Seth Godin: Hear from industry thinker, author, entrepreneur, and longtime Zapier user Seth Godin. Over the past 30+ years, he’s become one of the top speakers on leadership and marketing, while also founding two companies. Sessions for Zapier users at all levels: Are you setting up your first Zap? Expanding Zapier's role in your software landscape? Our packed program will help you adopt an automation mindset and discover all the ways your business can benefit. Inspirational and innovative speakers: Excited to see the full potential of Zapier? Learn from power users who have taken their companies to the next level— with guidance on how you can do the same. We’re thrilled to share this experience with you all, and can’t wait to come together at ZapConnect!Register today to reserve your free seat. We hope to see you there!
Hey there! Janine from the blog team here. We just published an update to our detailed guide on line items. If you’ve ever wondered what line items are, what they do, and how to use them in Zapier, this is for you!Here’s a brief excerpt from the intro: If you’ve ever received a receipt for a purchase, or filled out an invoice, you’ve already seen them: A line that includes each product’s name, price, or quantity, repeated for every product.In Zapier, the definition of "line items" is extended to mean "a group of similar things, with information about each of them". If you're a developer, calling line items an "array of objects" wouldn't be far off.This could look like various expenses on an invoice from Xero or QuickBooks Online, all the items purchased through an eCommerce platform like WooCommerce, or rows in an Excel spreadsheet, or even a list of the dogs you see outside. In each case, the items all have similarities with each other, but slightly different values between them. When a Zap receives those values, it groups them together into line items for easy use later on. Sound useful? Check it out to learn more, including some light trouble-shooting, like how to get line items to work in apps where it isn’t an included feature. —Janine
Find yourself constantly switching tabs and copy-pasting data back and forth? Our latest improvement to the Zapier Chrome extension has a new action that can help you reduce context switching and stay in the zone.With this new action, called Reply to Chrome, you can run a Zap from the Chrome extension and display the results—all without switching tabs.Below are a few examples and shared Zaps to get you started.Here’s an example of a Zap that posts to Twitter then displays a link to the Tweet itself (click here to try it for yourself): Here’s an example of a Zap that runs from the Chrome extension, looks up a row in Google Sheets, then displays the results in the extension (try it for yourself). The new action, called “Reply to Chrome”, will display right under the Zap in the Chrome extension. It supports basic formatting so you can include bold, italics, emoji, and even links!Here are a few more shared Zaps for inspiration:Calculate percentage growth (screenshot) Translate English to Spanish (screenshot) Shorten URL (screenshot)This is a brand new feature and we have more updates in the works so we would love to hear your feedback in the comments below. Thank you for all the feedback that helped us come up with this solution. We hope you find it useful!
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