Announcing Approval by Zapier

IMPORTANTApproval by Zapier will be discontinued on February 28, 2023. If you’re using Approval by Zapier, you can still create approval steps in your Zaps using Zapier Tables and Zapier Interfaces. Request access to both apps through our Early Access Program.TL;DW -- today we're soft-launching a new app on Zapier called "Approval by Zapier" which allows you to insert an Approval step in the middle of your Zap, halting each task until a human (you, or a colleague) clicks the "Approve" button in your Approval Inbox.TL;DR -- Check out the demo video here (it’s also embedded at the bottom of this post): https://youtu.be/JxcOLUuKLckHey folks, Bryan here, I'm one of the co-founders and CTO of Zapier. I'd like to introduce a new app / feature I've been working on at Zapier for the last few weeks called "Approval by Zapier". I hope you'll find it helpful for your business processes, and I encourage you to give it a try and provide feedback. I'll be continuing to improve it over the next couple of months. Here's a little background:Zapier's mission is to democratize automation. We want automation to be more accessible to everyone, regardless of their technical skill or knowledge of APIs. However, it's clear that not *everything* is fully automatable. Sometimes you really need a human to render a judgement or make a decision before you continue an automation or workflow.That's where "Approval by Zapier" comes in. With it, you can change any Zap into a semi-automated process simply by adding an Approval step anywhere in your Zap. Then, as tasks start running, you can monitor your Approval Inbox and click "Approve" when you'd like a task to continue, or "Reject" in order to halt that task.The way the Approval step works is that preceding steps will run like normal, while those after the Approval step are dependent on someone clicking "Approve" in order for them to continue. You can choose which fields you'd like to display in the Inbox, showing only those that will be most helpful in deciding whether to approve the task. The Approval Inbox (where all your tasks pending your approval will wait) is a private, but shareable link — perfect for sharing with colleagues (even if they don't have a Zapier account!).Some of the reasons you might want to use an Approval step and Approval Inbox today: HR / IT: employees may make a purchase request, vacation request, etc. but the department needs to manually review and approve it before it can continue. Marketing: team members may submit social media posts that are manually approved later by the marketing team before being posted publicly. Sales: lead forms come in and need to be reviewed, perhaps only Approving the best leads after a manual review. QA: submitted items like transcriptions are proof-read for quality before continuing. Customer Service: customers may make requests for discounts or refunds that need to be manually reviewed by a representative before approving. ...and so much more! Known limitations as of mid-November 2020: Editing the data in Approval Inboxes isn't possible. Viewing all tasks across all Approval Inboxes isn't possible, so you'll have to look at each Approval Inbox individually. Moving Zaps with Approval steps between teams, folders, or users may cause errors. Getting automatic alerts for pending Approvals isn't possible (though you could add an SMS, Slack, email, etc. step before the Approval step!). Rejecting a task will only skip subsequent steps that use data from the Approval step. At this point, we're all but guaranteeing bugs and odd behaviors on this soft-launch of Approval by Zapier, so we encourage folks to report any issues they encounter and experiment a bit before using it widely. If you have suggestions on how to make this more useful for you or your company, please share them as well!To provide either feedback or suggestion, you can fill out the https://zapier.typeform.com/to/ejIlcZUe form.I hope you enjoy it! -bryan 

Categories:App IntegrationsZapier Apps

Check out the new "My Apps" Experience!

Hi There! Caleb Gonzalez here with an update! If we haven't met, I'm a Premier Customer Champion here at Zapier.The My Apps page was overdue for some much needed TLC, so we've overhauled the page which you can check out here: https://zapier.com/app/connectionsApp List PageWe've created a new experience for browsing and maintaining your connections. The first big difference you'll notice is that connections are grouped by App.(view larger) App List FiltersSometimes when you visit the My Apps page, do you feel like you're seeing a lot of noise and not finding what you're looking for?We've provided a few filters to help you find what you need: My apps - These are the apps you personally maintain connections. If you have at least one connection using this App, it will show up in the list. Shared with me - If you are working on a Team or Company account, this filter will be available to you. Apps listed under this filter will include any App with at least one connection shared with you. Custom integrations - This is a list of connections for custom integrations that are not associated with a public app within the Zapier ecosystem. This includes Private/Invite-Only apps, Deprecated, and Legacy apps. All apps: This is a list of all the Apps used on your Account. This is only visibile to Admins and Owners on the Team and Companies plans. This is used for Admins and Owners to see all the app connections on their account, including Private.App Details pageConnections TabWhen you click on an App from the App List page, you'll be directed to the App Details page Connections Tab:(view larger)For Team and Company accounts, we will show you connections shared with you:(view larger)Private Connections:For Admins/Owners on Team and Companies accounts, they will be able to see Private/Non-Shared connections on this page as well.(view larger)Connections that need to be addressedSometimes connections need your attention. We are highlighting those connections now to make sure you see that your action is required.(view larger)Zaps TabHave you wished you could see all Zaps that are using a specific connection? Well, wish no longer! (view larger)Additionally, you can Sort the Zaps:(view larger)And you can filter by All Connections, All My Connections, All Shared Connections, All Private Connections and each individual Connections:(view larger)Some apps don't ask the user to actively maintain a connectionApps like Digest by Zapier will not show you a connections tab, since the user does not maintain a connection to it. You can however, see all Zaps that use that App. Now What?We’ve released these updates to all users! If you have any feedback or notice any bugs please write in to support, and we'll get things situated. We love all feedback and suggestions, so please let us know your thoughts.Please let me know if you need any additional info or have further questions, we're always happy to help!Thanks,Caleb

Categories:Product Updates

Introducing Improved Shared Zap Landing Pages and Announcing our first Zap Sharing Webinar!

Hi! My name is Bethany. I’m a Senior Product Manager here at Zapier and I’m excited to announce new functionality in how you share a Zap! We heard from you , Zapier users, that sharing Zaps has been an impactful way to improve and grow your business - from quickly onboarding new employees, to sharing automation of internal processes with coworkers, to gaining new leads or clients.The way you are sharing Zaps is inspiring! To continue to power your success, we’ve built a brand new landing page experience for the Zaps you share.As a creator of a Shared Zap, you now have the ability add additional content to help your coworkers and clients be successful. The first time you visit the new landing page for a Zap you shared you’ll see a tutorial of the new functionality on the page.Add a compelling title and see an overview of stats for this Zap. For each step in a Zap, add a note to explain the step or share a tip on how to set it up.Describe the problem this Zap helps you solve and the work it helps you eliminate from your day.As a user of a Shared Zap, you’ll see additional content about what Zapier is and how this specific Zap works, along with the crucial content from the creator of the Zap. Check out the landing page for the Zap shared above or share your favorite Zap to experience this new feature!And if you’re interested in how other users are leveraging Zap Sharing to improve and grow their business, check out our upcoming webinar on how shared Zaps unlock the power of automation and drive revenue!   For more information on Zap Sharing or to see more examples of how other Zapier users are using this feature, click here. 

Categories:Product Updates

Use 20+ Zapier apps directly in Slack's Workflow Builder

Hey yall! My name is Ryan—I'm one of the product managers at Zapier and last time you all heard from me I was sharing news about our Gmail add-on. Well, this time I’m back with a new feature for one of the most popular chat tools, Slack! Specifically, we’ve built an integration into Slack’s Workflow Builder so you can now choose the Zapier app as one of the steps in your workflows!What’s new?We are now able to choose from over 20 different apps with more than 75+ actions (Slack calls them "Steps"). Without leaving Slack, we can build workflows that:Create new projects or tasks in project management tools like Asana Create or manage tasks in task management tools like Todoist Add or update leads in a CRM like Pipedrive Automatically send emails via Gmail or OutlookHow it works?If you’ve installed the Zapier app (within Slack) before, you’ll need to reinstall the app, by clicking here, otherwise you can search for the Zapier app in Slack’s App Directory Next, from any channel, select the Shortcuts button near the message input and choose "Create a workflow" Create a new workflow from scratch Give your workflow a name and then choose a way to start the workflow Select "Add Step" Choose the Zapier app “More Steps by Zapier”   Choose your app category and app of choice Select the action and configure it   Publish your workflow Use the Shortcuts menu to initiate the workflow!Tip: To preview a workflow, add it to a test channel. Once you’re sure it’s working properly, you can edit your workflow to move it to the right channel. You can learn more about this nature in our blog post and make sure to leave a comment down below with any feedback you have! If there are specific apps or actions that you would like us to add, please share that as well! 

Categories:App Integrations

Introducing Zap Details, a new way to view your Zaps

Hey folks! My name is Grant. I’m a Senior Backend Engineer on the Companies team here at Zapier, which means I write code behind the scenes to keep Zapier running smoothly. At Zapier, we’re looking for ways to provide more visibility into your Zaps. This week we launched Zap Details, the new one-stop shop for information related to your Zaps.From Zap Details you can see all sorts of helpful information, such as: An Overview including Zap metadata, Zap usage, and connected Apps A Task Log showing the Tasks your Zap has performed An Activity log showing recent activity on your Zap Accessing Zap DetailsTo access Zap Details, navigate to My Zaps and click the information icon displayed next to each Zap:You can also access Zap Details from the information icon displayed in Task History, the Task log, or from the sidebar while editing a Zap. Next let’s take a look at the three sections of Zap Details.Zap OverviewThe Zap Overview page provides a high-level look at the health of your Zap. From here you can view Zap metadata, such as the Zap’s owner, folder, description, and the last date and time the Zap was modified. You can also perform common Zap actions, such as move to folder, transfer ownership, or share with others.The Overview page also displays information about the Zap’s usage. Users can see how many Tasks this Zap has automated each day, as well as the status of those Tasks.Finally, the Overview page provides auditing information for a Zap. Users can now visualize the App connections that a Zap is using, as well as which members and teams have access to your Zap (which is relevant to Teams and Companies plans). Task LogThe Task Log displays each time that your Zap ran, the status of those runs, and the number of Tasks that were automated. You can filter the Task Log by different statuses, or if you’d like to see more information then view the Tasks in Task History. ActivityThe Activity log is brand new to Zapier. From here you can see a list of all activity that was performed on your Zap, such as Zap paused, Zap unpaused, and Zap transferred. You can see who performed the activity and which day and time the activity was performed.The Activity log supports filters by activity date, the user who performed the activity, and the type of activity. Zapier will add support for tracking new types of activity over time.That’s Zap DetailsZap Details provides users with a better understanding of the activity going on within their account. What other information would you like to see related to your Zaps? Share your feedback below in the replies!

Categories:Product Updates

A new way to use Zapier from your Gmail inbox

UPDATEOn September 8, 2021, the Gmail Add On for Zapier will no longer be available in the Google Workspace Marketplace. As an alternative, please check out the Zapier Chrome Extension. It doesn’t totally mirror the functionality, but the Extension will allow you to quickly and easily send data to your Zaps without leaving Gmail in the browser.You can use the Chrome extension to save and share emails, or use this handy Zap to send the body of your email to other apps like Slack, Trello, or Todoist. Learn more about the powerful features of the Chrome Extension here: https://go.zapier.com/install-chrome-extension.For any questions, please reach out to Zapier support using our contact form.  Hey folks! My name is Ryan—I'm one of the product managers at Zapier. We've been building new ways that you can interact with Zapier in your other apps, and today we're excited to announce that we officially launched our new add-on for Gmail.We know it's a pain to copy data between Gmail and your other apps, so we created this add-on to help you automate that email overload without ever leaving your inbox. The add-on makes all that a one-click process. Just select an email, choose an action from the Gmail sidebar, and Zapier will route your message to another app with one click.Right now, you can use the following actions: Send messages to Slack Create tasks in Todoist, Asana, and Omnifocus Add rows to Google Sheets Create notes in Evernote Add cards to Trello You can learn more about the add-on in this blog post we published. Or, if you're ready to give it a try, you can install it on the G Suite marketplace. Let us know what you think! Did you find it particularly useful? Share your story and let us know what actions you'd like to see us add next.

Categories:App IntegrationsZapier Apps

*New* Gmail integration improvements

Hello everyone,   I hope you are all doing well and staying safe! We’re excited to announce that we’ve made some updates to our Gmail integration which you may find useful :)   1. New Labeled Email Trigger Updates The “New Labeled Email” trigger will now fire on any new labeled email (regardless of age) and supports up to 500 emails at a time. Previously, this trigger would only fire on emails labeled within 2 days of receiving them and was limited to the first 100 results sorted by age (most recently received first). With this update, you’ll no longer need to double-check the date an email was received before labeling it or have concerns that you might be labeling too many. In fact, the trigger can even be used as an “export” (in some capacity) to connect your email data to other apps. Just be sure you don’t go too overboard ;)   2. Gmail Default Signatures You can now include your Gmail email/alias default signatures when using the “Send Email” and “Create Draft” actions.  Instead of manually re-creating your signatures via HTML, copy/pasting them into your message bodies, and customizing workflows through filters, formatter steps, etc, you can simply choose a signature from a dropdown list on your Zaps! As long as each email/alias has a default signature configured in your Gmail account, they’ll be automatically included at the end of your emails when selected. Signature HTML is paired with the corresponding email/alias in the dropdown  3. Multiple Attachments with Create Draft Action “Create Draft” action now supports multiple attachments. Rather than being limited to only a single attachment, you can now include multiple attachments so your drafts are ready to be sent whenever you need.   To start creating new Zaps with our Gmail integration, you can head here.   As always, please let us know if you have any questions, concerns or feedback––we’re always happy to help! Thanks again for being a part of the Zapier Community and looking forward to hearing what you think :)    Best, Matt Lukso Zapier App Engineer

Categories:App Integrations

Introducing more ways for new users to explore Zapier

Hey folks! Kate here, a product manager at Zapier working to help new customers understand what Zapier is and how Zapier can be relevant to them. I want to share some updates we’ve made to our Explore experience, including an updated explore page to help users learn about Zapier by app, use case, or role. This also introduces new landing pages for different roles, giving users a way to browse how to use Zapier based on their job function. There’s a bunch more details below, but feel free to check them out here: Explore Zapier, Explore Zapier by Role What we're doing We know people come to Zapier with different needs and levels of understanding of our product. Our goal is to inspire users with new ways to think about automation and provide different jumping off points to learn how Zapier works. The new Explore experience aims to help users answer: How can Zapier help me? When do you use Zapier? How do people like me use Zapier? What does the new Explore page look like? Our new Explore home experience gives people different ways to see how Zapier might work for them by giving a variety of jumping off points to find inspiration and learn about our product. The new Explore home will provide: Customer stories to provide real-world inspiration for how people like you are saving time with Zapier today, with links to our new Role Pages to dive deeper into recommendations for how you can sue Zapier Popular Zap templates for people who are looking for inspiration as to how they can begin saving time today Use cases that illustrate what we do without a specific app in mind A new app picker to browse Zap templates based on the apps you use and sort those apps based on the ones most used by people in your role What does the new Roles page look like? A portion of the Roles feature testimonials from customers in those roles sharing a quote about what they use Zapier for and how it has impacted their business, along with a selection of Zap Templates curated based on their workflows and apps they use. Our goal was to provide social proof and inspire folks with apps and workflows that are common in that role. The rest of the page borrows from the Explore page but tailored to surface popular apps and templates relevant to each role.   What's next We’re excited to continue working on surfacing better discovery options including popular apps and templates for people and figuring out how to make it easier to get started with Zapier. We would love your feedback too-- if something in our new Explore pages resonate with you, or if something misses the mark, please do feel free to share your thoughts with us!

Categories:Product Updates

This Week in Zapier - the week of May 11th

Hey everyone! Every week I send out a “This Week In Zapier” roundup to my mailing list. In it, I cover what’s new with Zapier, and surface interesting guides, resources and other useful bits for people that want to get the most out of Zapier. This week’s edition has just gone out. You can see it here. Want to join the mailing list. You can do that here. Here’s what I covered this week:     Introducing the new Stripe integration: Instant triggers, subscription management, and more Zapier have made a bunch of improvements to their Stripe integration. Mainly, triggers are now instant (get your customers what they need quicker). Also included - subscription management actions.   The difference between instant and polling triggers on Zapier Why do you have to wait for some zaps to trigger, while others trigger instantly? It seems like an arbitrary thing, but actually it's to do with, and entirely dependant on the API of the app Zapier is connecting to.   New integration: Build apps without code with Adalo Adalo lets you build web and mobile apps drag & drop style. Build a product for your customers or something useful for your staff. Whatever you build - you can now plug it into the rest of your apps using Zapier.   Getting started with Zapier triggers and actions We're always on the lookout for a well-explained introduction to Zapier - and this one from Paul Minors is well worth a watch.       How to Use Zapier to Automate Everything A much-underlooked roundup guide from Zapier, with linked cases studies and ideas for just about every industry in the world. Use this to find actionable ideas for your business.   You can now build your zaps right inside Slack using a nice, simple UI In what we hope is just the start of deep integrations of Zapier into other apps - you can now set up Slack-bases zaps right inside the chat window.   How The CEO Of Zapier Leads A 100% Remote Team Did you know, Zapier is and always has been a 100% remote company? Hear about the nitty-gritty of that from CEO Wade Foster.  

This Week in Zapier - the week of May 4th

Hey everyone! Every week I send out a “This Week In Zapier” roundup to my mailing list. In it, I cover what’s new with Zapier, and surface interesting guides, resources and other useful bits for people that want to get the most out of Zapier. This week’s edition has just gone out. You can see it here. Want to join the mailing list. You can do that here. Here’s what I covered this week: Task History Refresh live for all users! To make head-scratching (hopefully) a little less frequent when things go wrong with your zaps, Zapier has done a refresh, making it easier to filter issue types and date ranges. It's also got much easier to see how many tasks your zaps are using each month. Parsing information from emails into Zapier - the options You probably have all sorts of services, sites and apps sending you transactional stuff by email. Wouldn't it be cool if you could get that data into Zapier and trigger a zap? Well, you can. How to Use Bannerbear with Zapier to Auto Generate Instagram Stories Bannerbear is an API for generating images. Pick a template and it will split out images with different texts, colours and background images. One cool thing your business can do with it generates Instagram Story slides whenever you publish something on your blog. Watch the recent AMA with VP of Engineering at Zapier, Doug Gaff Hosted by Plato, Doug talked all about Zapier and what the engineering team have been up to.   What's everyone's favourite CRM? And how are you automating it with Zapier? Capiche is a very cool new Q&A and discussion site for technologists. Recently, we decided to ask people what their favourite CRM is and how they automate it with Zapier. We got some great answers. Find out when your Twitter handle is mentioned Using Google Alerts, an RSS feed and Zapier you can find out any time your Twitter handle gets mentioned in an article. Also works for your name (or your competitor's) or any keyword you might be interested in. The Big List of Zapier Hacks for Marketers Way back in 2015, Buffer wrote a guide with lots of ideas for building stuff with Zapier. It's so good, Google still puts it up top when you go Googling for Zapier help.

Task History Refresh live for all users!

Caleb Gonzalez here from the Premier Support team! We’ve made updates to bring Task History into the modern age. We wanted to update the design of Task History and provide a seamless navigation experience between Usage and Task Log. So, what's new? Splitting Task History into 2 Tabs:   Task History will now have 2 tabs to navigate between: Usage is what we previously referred to as Top Zaps.  Task Log is what is traditionally referred to as Task History. When selecting Task History from the left-hand navigation, it will by default take you to https://zapier.com/app/history/usage. We want to bring Usage front and center to help you decide which Zaps require attention. All other links to Task History will maintain the original URL link and direct you to Task Log: https://zapier.com/app/history. (view larger) Update existing design   We are moving away from an old designs to a new designs. Old Task History: (view larger) New Task History: (view larger) New Task History when selecting tasks: (view larger) You can now see who owns the Zap of the task with their Icon and their name when hovering, and you can see how many tasks were used in that log. Prior you had to click into the Task Details to see the number of Tasks used: (view larger) We also updated a handful of the Icons used to indicate Task states. Note: This update now limits Task Log to 10 tasks per page, from the previous 15 per page.  New Filters and Filter Navigation   Filter by multiple Task statuses. Prior we could only filter by one status at a time: (view larger) Filter by Zap Owner, by Folder, and by App: (view larger) Updated Date Range Filter: (view larger) We’ve also made it so you can easily navigate between Task Log and Usage while maintaining filters: (view larger) We did a lot of QA but we still could have missed some things. Please let us know by contacting Support. As always, your feedback & suggestions help make this work better, so let us know what you think!

This Week in Zapier - the week of April 26th

Every week, one of our external moderators, @AndrewJDavison_Luhhu, sends out a newsletter of weekly goings-on in the world of Zapier along with guides, resources and other interesting bits. You can check out the latest edition here. Let’s check out this week’s stuff: Twitter shut down SMS notifications. Here's how to keep getting them. Twitter won't be sending out SMS notifications anymore, but if you're from the UK/US you can set up a zap that sends you an SMS.... for your tweets or just about any other reason you think is useful. A beginners guide to Zapier for accountants Accounting, perhaps more than many other industries, involves a *lot* of repetitive work, making it ripe for some zap-based innovation.  This is a great guide to get you started with Zapier (even if you're not an accountant, actually). Zapier just released its Instagram for Business integration Before now, owners of an Instagram for Business account were out of luck when it came to automating their posts. Buffer is a (great) option, but not ideal if you don't want to spend extra on yet another tool. So, the Zapier team came to the rescue… Need to use two variables in your Zapier Filter steps? We've got a hack for you! If you're a regular user of the Zapier Filter step, you'll probably have got frustrated by the fact that you can only compare a variable value to a fixed value. But, what if we told you there was a clever way to make it possible? Can Zapier sync my historical data? (Sort of) This question comes up from clients quite often. If you're building a zap to sync new contacts from one app to another, it would be great if Zapier could do it for the existing ones as well, right? Sadly, Zapier isn't built for that, but there is a way to get it done if you don't mind some extra steps Plant Trees with Offset Earth You really can automate almost anything these days... including planting a tree to help save the planet. A Brief History of No-code The whole #nocode movement may feel like a pan flash of a recent phenomenon, but the idea of being able to make computers do stuff without programming goes all the way back to 1985 and Microsoft Excel. We’d love to hear your thoughts, questions or follow up on any of this week’s content. And if you want to sign up to the newsletter, you can do that here.