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!

Categories:Events

Introducing Transfer by Zapier

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! 

Categories:Beta ReleaseProduct Updates

Join us at ZapConnect! Zapier’s first-ever, free, user conference

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! 

Categories:Events

Our Premier Expert of the month: Flow Digital

Our Premier Expert of the month: Flow DigitalA massive congratulations to Flow Digital for earning Premier status as a Zapier Expert! Flow Digital is a boutique agency based in New York that helps businesses revamp their sales and marketing efforts through efficient automated workflows. They're now a certified Premier Expert, thanks to their expertise in CRM optimization, precise workflow automation, and marketing automation. Flow Digital uses tools such as Pipedrive, Keap, ActiveCampaign, Autopilot, JotForm, and Mailchimp to make businesses more efficient and profitable. PS. Check out this amazing customer story on the Zapier blog about how Flow Digital helped a client use automation to scale their podcast! What are Zapier Experts? What does Premier status mean?Zapier Experts are certified consultants, freelancers, and agencies that can help you do more with automation. A Zapier Expert gains ''Premier'' status when they help a significant number of users with the Zapier platform and these users leave an abundance of positive reviews on their profile. Zapier Expert:  Flow Digital Services offered: Zapier account setup, complex workflow help, automated lead management, eCommerce implementation, marketing strategy Software specializations:  CRMs, marketing automation, websites, forms, eCommerce, productivity Community name: @Nate  Location: United States Website: https://flowdigitalinc.com/   

Categories:Zapier Experts

Announcing Sub-Zap by Zapier

TL;DW: Today we’re beta / soft launching a new “Sub-Zap” capability in Zapier. This makes it easy to build much more manageable Zaps whenever you find yourself reusing or recreating the same actions across many Zaps. You can define inputs and outputs, then use the same functionality across as many Zaps as you like. Try it in your Zaps today! https://zapier.com/apps/sub-zap-by-zapier/integrations TL;DR: Watch the video demo showcasing 2 Zaps reusing a Sub-Zap that looks up a customer: https://www.youtube.com/watch?v=QsunZFwGIQM. Hi folks! Over the years we’ve watched customers just like you build incredibly powerful and deeply interconnected systems of Zaps. In some cases, folks spent a lot of time updating the actions they share across those Zaps. For example, if a spreadsheet was used in a couple dozen Zaps, updating a single column might entail updating a couple dozen Zaps to match. That was incredibly tedious and totally counter to our mission to democratize automation.So today we’re introducing a new primitive we hope will make it easier to share those actions and employ an “update once, use everywhere” sort of workflow. We call it “Sub-Zap by Zapier”. You can start using it today! Here’s how it works: First, you’ll create a Sub-Zap using the “Start a Sub-Zap” trigger and the “Return from a Sub-Zap action.In the Sub-Zap’s “Start a Sub-Zap” trigger, you’ll define the input fields like this:In the Sub-Zap’s “Return from a Sub-Zap action, you’ll define the output fields like this: Second, you’ll go to a different Zap and use the “Call a Sub-Zap” action.You’ll be prompted for the input fields like this:And you’ll receive the output fields like this: Finally, you’ll enable both Zaps and let them run like normal! If you’d like to see a live demo, check out our 10 minute example where I showcase a 3 Zap system where 2 Zaps reuse the functionality present in a single Sub-Zap:  If you’d like to give it a try, we’ve opened it up to the public here: https://zapier.com/apps/sub-zap-by-zapier/integrations If you have any feedback, feel free to respond here or email us at contact@zapier.com!

Categories:App IntegrationsZapier AppsBeta Release

Our Premier Expert of the month: Connex Digital

We're delighted to announce that Connex Digital, a custom solutions agency, has now earned Premier status as a Zapier Expert!Connex Digital has helped countless users and companies create thousands of complex Zaps to streamline business processes, using off-the-shelf products to deliver tailored solutions. Even if the app you want to use doesn't have a native Zapier integration, Connex Digital can build custom integrations (using the app's API) that let you tap into the power of Zapier. Congratulations, Connex Digital! Zapier Expert:  Connex Digital Services offered: Zapier account setup, complex workflow help, building new integrations, custom development, automated lead management, eCommerce implementation, marketing strategy Software specializations: CRMs, marketing automation, websites, forms, eCommerce, productivity Community name: PaulKortman Location: United States Languages: English, Spanish, Czech Website: https://connex.digital/zapier-bpa/  What are Zapier Experts?Zapier Experts are certified consultants, freelancers, and agencies that can help you do more with automation. A Zapier Expert gains ''Premier'' status when they help a significant number of users with the Zapier platform. Whether it's helping a user set up a new Zapier account, troubleshooting a Zap, finding new use cases, or custom building Zaps, our Zapier Experts with "Premier" status have earned that distinction—and all the rewards that go with it—for the high quality of their work and expertise.

Categories:Zapier Experts

New in Zapier Manager: Automatically share reports of your Zap’s activity

Hi everyone, I’m a product manager at Zapier and I just wanted to announce a small feature we’re now beta testing to make it easier to keep tabs on what your Zaps are doing. “Create Zap Report” is a new action in the Zapier Manager app that can generate a report of a given Zap’s activity for the last seven days:When it runs, the action will return the information about the Zap and summary data like: Successful runs: The number of times the Zap ran without an error Times triggered: The number of times the Zap triggered (whether or not it completed successfully) Tasks used: The total number of tasks used by the Zap CSV (file and URL): A CSV file with the raw data for each step (can later be used in fields that accept files, like an email attachment), and a URL to that same CSV Start time: The beginning of the reporting period End time: The end of the reporting period All data is for the seven days prior to this Zap running.To try this out, just use this Zap Template which uses Schedule to run every week on 9am on Monday and Email by Zapier to send an email with a pre-formatted message that looks like this: You can customize the day of the week and time you want your Zap to run, choose the Zap you want to report on, and the body of the email and who to send it to. Maybe you want to send your boss a weekly report of how many leads came in based on the number of successful runs:  You could even replace the Email step with a later action of your choice, like adding the data to a Google Sheet or whatever else you want! By monitoring the Zaps that power your business you can generate high-level insights into how things are going, keep your team in the loop, and more. We’re excited to see how you use this!For now, this action is only available via a Zap Template, so click here to get started.If you have any thoughts or feedback on this action, including any requests for how we can make it better or ideas for how you’ll use it, please chime in below!

Categories:App IntegrationsZapier AppsProduct Updates

Our Premier Expert of the month: Andy Wingrave

Hi everyone! My name is Greg, I work on the Partnerships team at Zapier and am responsible for the Zapier Experts program.I'm delighted to announce that Andy Wingrave has now earned Premier status as a Zapier Expert! A massive congratulations to Andy, who's worked tirelessly to earn this distinction, successfully helping a significant number of users create tailored Zapier solutions to move their businesses—and projects—forward with the right automated workflows. Andy's focus is on automating the systems, processes, and tools that drive your business.  Zapier Expert: Andy Wingrave Services offered: Zapier account setup, complex workflow help, building new integrations, custom development, automated lead management, and eCommerce implementation  Software specializations: CRMs, websites, forms, eCommerce, and productivity  Community name: @andywingrave  Location: United Kingdom Website: https://www.andywingrave.com/   What are Zapier Experts?Zapier Experts are certified consultants, freelancers, and agencies that can help you do more with automation. A Zapier Expert gains ''Premier'' status when they help a significant number of users with the Zapier platform. Whether it's helping a user set up a new Zapier account, troubleshooting a Zap, finding new use cases, or custom building Zaps, our Zapier Experts with "Premier" status have earned that distinction—and all the rewards that go with it—for the high quality of their work and expertise.

Categories:Zapier Experts

New Feature: See Who Triggered a Zap via the Zapier Chrome Extension

Do you wish you could set up a Zap that anyone on the team could use to file expense reports, submit bugs, or automate straight from Chrome? We’ve just released a handy new field that’ll let you see who triggered the Zap—that way you can look-up their account in any other system you use without having to ask them for their email. For example, here is a sample Zap that allows anyone on our team to submit an expense request. They simply navigate to the item they want to buy and press ‘Submit expense’. The Zap will then look up their remaining home office budget in a Google Sheet and send a DM to their manager for approval.In this example we even use the new Approvals by Zapier app to review and approve the request. I hope my new coffee grinder gets approved Here’s a screenshot of the Zap being run from the Chrome extension: And here’s what the Zap looks like in the editor where I’ve included the “triggeredBy” field to see who submitted the expense.  And here’s what the message looks like in Slack:Download our Chrome extension here to try it out for yourself. If you’d like to learn more about it first, you can read our most recent post that includes other use cases and some FAQs.As always, we’d love to hear your feedback! Please comment below about how you could use this feature or any other features you wish we supported.Thank you! 

Categories:App IntegrationsProduct Updates