Updates

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!

A couple of months ago, Zapier released Versions, enabling users to save multiple versions of a Zap to refer back to later. Today, we're making Versions even more powerful, by providing more details about each version of a Zap.Note: This feature is only available to Zapier customers on paid plans. Introducing Version Preview With Version Preview, you can see what changed within each version of a Zap.Here's how it works: Select the version you want to review from the Zap editor sidebar. Click on any step in the editor to inspect the details of that version.  Coming Soon: Version RollbackSoon, paying customers will be able to compare two versions side by side, as well as roll back to any previous versions of Zaps (I can’t wait).Want to give Version Rollback a try?Sign up for the beta experience!

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 :)

Our Latest UpdateCode by Zapier is currently our 12th most used app utilized by automation heroes with our Professional, Team, and Company plans being within the top 85% of users. We understand that these users tend to have bigger and more task intensive workflows. With the previous timeout period being 10 seconds leading to time outs and errors, it’s lead us to believe you need more time.After receiving feedback from some amazing Zappers, we’ve updated the processing timeout period to 30 seconds for all Professional, Team, and Company accounts! The extra 20 seconds will eliminates potential blocks due to time, and allows you to create more complex workflows.Key DetailsTake a look at the breakdown below: Do you user Code by Zapier? Tell us about your impressive workflow below! 👇

Wondering what you missed in October? Looking for a new app to try? I’ve got you covered. Here’s five of some of our latest updates:  TeamUp As a lifelong learner, this one’s pretty cool. Set up a Zap that triggers workflows when you finish a class, wrap up an appointment, or when customer info is updated. This new trigger streamlines it all! Transfer by Zapier  Out with the old, in with the new. You can now move data in bulk from Zoho CRM and Cvent, to one of our other app integrations.  Jotform  Jotform is one of our most popular apps. You can now set up a Zap to trigger a workflow in another app, once a document has been signed.  Birdeye  For those looking for lead app integrations, check this out. The new lead trigger allows you to trigger workflows in other apps anytime a new lead registers.  Mailchimp This update brings you a brand new action that allows you to create a new tag instantly, when something activates the trigger in another app.  

Do you consider yourself to be an automation wizard? Love being one of the first to get your hands on the new shiny automation toy? We recently launched Zapier Early Access, a new program designed to give our users earlier access to our newest products before they’re released to the public, share feedback directly with our product teams, and join a private Slack community of other automation enthusiasts. Interested in helping shape the future of no-code automation tools with us? Head over to zapier.com/early-access to learn more and register! By joining, you can get earlier access to our two newest products - Zapier Tables and Zapier Interfaces.Zapier Tables (in beta)  allows you to create databases to save, edit, access, and share the data needed to run your Zaps. You can even start a Zap and process triggered records directly from your table, and connect your table with any of the 5000+ integrations available with Zapier. You can also share your data with customizable permissions with an unlimited number of seats. Learn more about Tables here!Tables ExampleBuckle up, we aren’t done yet. Introducing Zapier Interfaces (alpha). Interfaces equips you to build dynamic interfaces for your end users—like customers or coworkers—to interact with the workflows you're building.Ready to get started? Sign up for Zapier Early Access here.

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!

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! 

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! 

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!