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Zapier's newest product features: automation your team can count on

Zapier's newest product features: automation your team can count on

Over the past few months, we’ve released numerous highly-requested product features. Many of them enable teams to build and manage Zap workflows more easily.Let’s take a look at the new features that empower teams to create, keep track of, and control mission-critical workflows—at scale.For those of you who would like a written recap, see below :)Build together fearlessly We’ve improved the Zap editor, making the experience for teams building Zap workflows together even better!Drag and drop steps/pathsWhile this happened late in 2022, it bears mentioning since it had been so highly-requested by our users. Being able to drag and drop steps and paths within Zap workflows was definitely a quality-of-life improvement!Copy & paste steps/paths within and across Zap workflows Building upon last year’s duplicating and reordering steps/paths, we’ve made it possible to copy steps/paths from one Zap and add them to entirely different Zap workflows.This saves time and enables teams to build workflows faster than ever. Pick and choose the steps you need from existing Zap workflows, and place them in new Zap workflows.Editor performance improvementsIn general, we’ve been working hard to make our Zap editor snappier and more efficient to work with. A lot of this can’t be seen, but hopefully those of you who spend a fair amount of time building Zap workflows can feel it.Manage processes confidentlyYou’ve no doubt got specific processes that need to be online at all times. And if something goes wrong with a workflow, you need a way to get back online and back to business. We’ve introduced some features that help you do just that.Version history and rollbackLast year, we released Version History and Version Preview on all paid plans. This enabled users to save and track multiple versions of a Zap (awesome!), including descriptions of who made the changes and why.This year, we've built even more functionality, adding Version Rollback on Pro, Team, and Company plans. That means that in addition to seeing a history of previous Zap versions, you can restore a previous working version. Troubleshooting just got easier!Custom error notificationsSome Zap workflows will require immediate attention if something goes wrong. For example, Zap workflows that manage leads, sales, onboarding, etc. Other workflows might not be as critical, like that Zap that texts you when it’s going to rain.Cut through the noise and escalate your business-stopping Zap workflows. Pro, Team and Company users can configure email notifications by Zap. Choose to be notified immediately, with a summary, or block notifications.Advanced Zap settingsUsers on the Company plan now have two advanced Zap settings: autoreplay override and error ratio override. Autoreplay override ignores your default account setting for autoreplay. If your workflow has a failed Zap run, you can set each Zap to either always replay or never replay.Error ratio override lets you control whether an errored Zap should turn off or keep playing. We know that some errors are expected, and those errors shouldn't prevent your Zap workflows from running.Prefer to keep errored Zap workflows running and receive fewer error notifications? Customize your email rules to be notified of errors with a summary instead of immediately. Maintain oversight every step of the wayWhile you likely want to empower your teams to harness the power of automation, you’ll also want to be aware of what they’re automating.With the next two features, we make that possible :)Super admin roleWith this role, you can designate someone in your account as a Super Admin, allowing them to help you manage all the Zap workflows (even the private ones). Users on the Company account can appoint multiple Super Admins. Audit logOwners & Super Admins on Team and Company accounts can see an audit log across their entire account so that they feel comfortable adding new users to their account.Drag and drop Zap workflows into foldersEfficiently manage your Zap workflows at scale. Drag and drop Zap workflows between folders to organize them.Wrapping up...We hope you’re enjoying all of the improvements we’re making, and features we’re adding, in order to enable better building, organization, and collaboration when using Zapier. We’ve done a lot in the past few months, but we’re not quite done yet. Stay tuned for even more updates in the coming months :)

Categories:Product UpdatesAnnouncements
Product Update: Custom Error Notifications

Product Update: Custom Error Notifications

TL;DR: The new Custom Error Notifications feature is being introduced to Pro, Team, and Company plans that allows users to customize error notifications. This will give users more control over when and what they are notified about, addressing previous issues with the volume and relevance of error notifications. About Custom Error Notifications  If you're on a Pro, Team, or Company account, you can now set custom error notifications for your high-priority workflows. Set up custom email rules for each Zap, deciding whether you want to be notified of errors immediately, with a summary, or not at all.And if you're on a Team or Company account, you can set rules for Zap workflows that you don't own but have access to. Here's how to set it up: Click on your profile and go to your Settings. Click on the Email Notifications tab…and then Error notification settings.  At the top, you can change the default alert frequency for all Zap workflows. You can choose immediate alerts…an hourly summary…or nothing at all. If you're on a Pro plan or higher, you'll see Custom Notification Rules. Click Create notification rule. Select a Zap, choose your frequency from the dropdown menu, then save it! Don’t fret, you can also delete your custom rules at any time. Personalize your error notifications for better support, and head to your error notification settings now!Pro tip: Check out our support guide on creating custom notification rules from our Help Center for more information.We’ll keep you updated on any further developments, and as always, please don’t hesitate to reach out to us with questions or feedback. Thanks for being a part of our community 

Categories:Product Updates
Introducing: Version Rollback

Introducing: Version Rollback

TL;DR: It’s happening! You now have the ability to rollback your Zap to previous editing versions 🎊You asked. ✍ We delivered. 🤝What’s New At ZapierThis week we rolled out a new feature that will allow users to restore steps from any past versions of their Zap workflows. The Version Rollback feature is the third milestone in our versioning for Zap workflows, joining the previously released Version History and Version Preview features.This new feature gives our automation heroes greater control and security when changing your workflows. With versioning, users can keep track of changes made to their Zap workflows and revert to a previous version if necessary.We're confident that Version Rollback will help you feel more confident and secure when editing your mission-critical workflows! 🙌🏽​​​​​​Here’s what that looks like for you: The Version Rollback feature works by adding a new option on every version to Edit from this version. This creates a new draft based on the previous version, allowing users to easily make changes while preserving the original version. When an older version is previewed, the “Edit Zap” button updates to “Edit from v#.”As a bonus, we even snuck in an easy way to delete drafts  😉Here’s a breakdown of plan types and Version rollback availability:  On a Starter plan and looking to up your Zap game? Take a look at our pricing plans and choose what works best for you!  

Categories:Product UpdatesAnnouncements
New: Audit log for Team & Company plans

New: Audit log for Team & Company plans

TL;DR: Account owners and Super Admins can see at a glance when Zap workflows across your account are created, edited, turned on/off, or when owners are changed. Starting today, Owners on Team accounts and Owners & Super Admins on Company accounts will be able to view their account activity for key Zap updates in the new Audit Log!Why did we build this?The Audit Log builds off our past work on Super Admin (providing full visibility over an account). We heard feedback from users, saying that in addition to seeing all the Zap workflows and task history of their account, they want to better understand the activity taking place by the members in their account.This is where the Audit Log comes in!The Audit Log allows these administrators to monitor business-critical Zap workflows by tracking what Zap workflows were changed, who changed them, and when. By visualizing activity in an easy-to-digest log, companies with multiple employees have more transparency and accountability to build and scale fearlessly.Here’s what that looks like for you:On the Audit Log page in your account settings, each log entry includes the following information:Item: the Zapier product, like Zap workflows, where the action occurred. Action: a summary of the account activity that was performed. Details: a description of the action that was performed. Performed by: the actor who performed the action. When Zapier performs the action, the performer is “Zapier System”. Date and time: the timestamp when the action occurred.The Audit Log displays the following actions in your account:Created: when the Zap was first made. Turned on: when the Zap was toggled on with the existing version. Turned off: when a Zap was turned off. Published: when a new version of the Zap was published. Ownership changed: when ownership of a Zap was changed. Deleted: when a Zap was moved to the trash. Restored: when a Zap was restored from the trash.Let us know what you think!If you use this new feature please give us some feedback :) What do you love? What’s missing? What could be improved?

Categories:Product Updates
Three new source apps added to Transfer by Zapier: PostgreSQL, MySQL, and SQL Server
Drag & drop Zaps into folders
You can now copy & paste steps in your Zaps!

You can now copy & paste steps in your Zap workflows!

Building upon the work we did last year, enabling users to duplicate and re-order Zap steps, we’re now launching the ability to copy and paste steps!TLDR; How It Works Demo: Paste Below (Same Zap) Demo: Paste to Replace (Same Zap) Demo: Paste Below + Paste to Replace (Different Zap workflows) More Details Over to You!TLDR;Reduce the tedium of building Zap workflows (and build complex workflows even faster). Leverage work you’ve already done by copying and pasting steps in a single Zap and across multiple Zap workflows. How It WorksIn your Zap, find the step you’d like to reuse. Click on the … to the right of that step’s label. Click on Copy to add that step to your “clipboard”.NOTE: you can either Paste below or Paste to replace an existing stepClick on the … for the step you’d like to paste below or paste to replace.Demo: Paste Below (Same Zap)Here we will copy the Webhooks by Zapier step and paste it below an existing step.Demo: Paste to Replace (Same Zap)Here we will copy the Formatter by Zapier step and paste to replace an existing step.Demo: Paste Below + Paste to Replace (Different Zap workflows)In this case, lets copy a step from one Zap then try both paste options inside a new Zap. NOTE: Anything you can do in the main editor, in terms of copying and pasting steps, you can also do in the sidebar. For example...   More DetailsThere are a few rules around copying and pasting that you should be aware of:Trigger steps can only replace other trigger steps Trigger steps cannot be pasted below other steps since there can only be 1 trigger step per Zap Action steps cannot replace trigger steps Over to You!What are you most excited to use Copy & Paste with? Are there any huge pain points that are now alleviated by this new feature? For me, it’s Webhooks steps and ones where I’ve spent a lot of time mapping fields :)

Categories:Product UpdatesAnnouncements
New in Transfer: Update or Create

New in Transfer: Update or Create

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 Zap workflows that can perform the same workflow. You can learn more about these changes here. 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
Zap Versions just got even better!
We've Updated the Google Sheets App!

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
Code by Zapier Run-Time Increase
5 Of Our Latest Updates
Introducing: Zapier Early Access
You can now create subfolders to better organize your Zaps!

You can now create subfolders to better organize your Zap workflows!

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 Zap workflows. 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!

We've added Version History for your Zap workflows!

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 Zap workflows and teams that are looking to troubleshoot Zap workflows 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

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 Zap workflows in their account and a new Super Admin role on Company accountsWhat this means:On Team plans, account owners now have access to all Zap workflows on the account, including private Zap workflows. 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 Zap workflows 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 Zap workflows page (/app/Zap workflows) 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 Zap workflows. This allows Owners/Super Admin to access all Zap workflows, 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 Zap workflows in private folders. This allows these users to truly see the top Zap workflows 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 Zap workflows in private folders. Within the App Connections page, Super Admins and Owners will now see all the connections and all the Zap workflows 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!

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
We've added two new source apps to Transfer by Zapier: Zoho CRM and Cvent
Transfer by Zapier: you can now schedule recurring transfers!

Transfer by Zapier: you can now schedule recurring transfers!

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 Zap workflows that can perform the same workflow. You can learn more about these changes here. 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!

Categories:App IntegrationsZapier AppsProduct Updates
The Gmail app now returns separate attachments
Improvements to the Asana app (one of them is HUGE)
We made too much swag! Get yours (FREE) while supplies last.
Drafts: edit your Zaps without turning them off
See more Zaps at a glance with our new table view
Account owners can now export all Zaps in a team's account