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

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
The Zapier guide to line items
Run Zaps and Display the Results in the Zapier Chrome extension
Notion is finally here!
Our Premier Expert of the month: Flow Digital

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
Automate your business: A free PDF download from Zapier
Google Ads are even better now with Zapier!
New Task Usage Rollup
View Zapier webinars on demand!
Announcing Sub-Zap by Zapier

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
Sharing Zaps with only your team account members
Our Premier Expert of the month: Connex Digital

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

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

UPDATE - August 20th, 2024: The Create Zap Report action is no longer available. You can export a CSV of Zap Runs (does not include task usage data) or for Enterprise plans there is an option to download CSV reports of Zap runs, task usage, error rates etc. See Review your account usage in the analytics dashboard for more information. 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

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

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
Creating a new Zap just got a whole lot easier
Apply for the Zapier Superuser Program!

Apply for the Zapier Superuser Program!

The Zapier Superuser Program is open and accepting applications!Zapier Superusers are the dedicated, passionate members of our Community who help countless users and share great ideas! We are currently opening up applications for our Superuser Program!   Am I a good fit for the program? Are you enthusiastic about Zaps? Eager to share your latest workflow? Do you get excited to answer questions about Zaps and help other folks? If you answered “yes” to any of those questions — you may be the perfect Superuser candidate!How do I apply?Request to join the Zapier Superuser Private Group to let us know that you are interested!We are looking for a small group of Superusers that are eager to help members get the most out of their Zaps and advance their own knowledge of Zapier.What do I need to do to be accepted?The first step for consideration is to achieve the Helpful Badge — which is available now in Community. Learn more about the Helpful Badge here!In addition, we are looking at your participation in Community. Providing high quality content and helpful insights that are aligned with our Moderation Best Practices? Well then your chances are high to be accepted as a Superuser! If accepted, what can I expect?  Access to the private Superuser forum where you can connect directly with other Zapier Super Users and Zapiens Exclusive Beta program opportunities offered directly from the Zapier team Be the first to know about Zapier betas before anyone else! Superuser Badge and Label in Zapier Community Everyone will know that you are a selected Zapier Superuser Eligibility to apply for the Zapier Moderation Program Some sweet Zapier swag Questions? Excitement? Let us know in the comments below! 

Categories:Community Update
Announcing AI by Zapier Beta Launch

Announcing AI by Zapier Beta Launch

TL;DW -- today we're beta-launching our take on AI! Take any text input — like an email body, Slack message, or Tweet — and extract data, answer simple questions...almost anything! Later steps can use the intelligent output to do filtering, routing, or even simple responses. Add it to your Zaps today!TL;DR -- check out the 10 minute YouTube demo video and then add the beta app to your Zapier account to get started.Hey folks, Bryan here, I'm one of the co-founders and CTO of Zapier. I'd like to introduce to the Community a new app we've been working on called AI by Zapier. The first version offers three actions that are built to handle freeform blobs of text:Parse Lead -- we'll extract first name, last name, email, address, state, etc. Use this when you have a very standardized lead or contact to parse. Route Message -- we'll match an input to the best available route you've defined. Use this when you want to route some inquiry to some team. Parse Any Data -- like Parse Lead, but you define your own fields (this is extremely powerful!). Use this for pretty much anything. It's like a Swiss Army Knife! These actions are best paired with any trigger app that produces blobs of text that are traditionally hard to analyze or work with. Triggers like New Email, New Tweet, New Post, New Message, and so forth. They often contain valuable information, but are stuck inside a freeform blob of text instead of laid out in a structured way you might see in a spreadsheet.For example, maybe you want to categorize social media posts (Twitter, Facebook, Instagram, forums, blog comments, etc.) according to their sentiment or topic. You can even ask a specific question like "is feature request", "mentions jobs/careers" -- and amazingly, subjective things like "is spam" or "is constructive" also work pretty well!Another example, maybe you have an incoming email from vacation rental booking sites (Airbnb, VRBO, etc.) and want to parse out the dates for the booking, the property they are staying at, as well as their contact information. Pretty much any data a "human" could extract, can be accomplished with AI by Zapier!And one final example, when triggering on messages from customers or colleagues you could take a single stream and split it out to go to whatever person or team is best suited to handle it. You might send all questions about "laptops, phones, or other devices" to Rose in IT, or maybe all inquiries about "payroll, benefits, or employment" to Johnny in HR.If you want to see it in action, I've recorded a 10 minute YouTube demo video that showcases the off-the-shelf "Parse Lead" action as well as a customized "Parse Any Data" using my own examples. If you'd like to try it, then add the beta app to your Zapier account to get started!I hope you enjoy it! And please post in this thread with how you are using it, or, whatever trouble you run into!Frequently Asked QuestionsCan AI by Zapier operate on photos or video?No, not today. We can only do text.AI by Zapier isn't working perfectly for me...Try tweaking your examples!For example, in the Parse Any Data action, try a more descriptive label (IE: "sentiment positive or negative" instead of "sentiment"), try adding another example (IE: you can provide up to 5), or try replacing an existing example (IE: substitute a complex one for a simpler one, or vice versa). Not all use cases will be perfect, but you can usually achieve 90% or greater accuracy with careful tuning. If you are using Parse Lead or Route Message, try contacting us or switching to Parse Any Data to tweak to fit your use case.I'm getting errors about length. What gives?This is expected and is a model limitation. First try shortening your inputs and if possible, try removing or shortening some examples. The AI can only handle about 1200 words per run, which is about 220 or so words per example if you use all 5. It isn't unusual for emails with lots of cruft in them to blow that out!Why will AI by Zapier be a premium app?The models that run this are insanely complex and expensive to operate. We're not even sure we can do it economically today at our current pricing, but we expect the cost to come down over time as this sort of compute becomes more commoditized or the models are made more efficient.Does AI by Zapier have any sort of memory?No, every time we execute an AI by Zapier step, the AI is reset to a "blank slate". So past steps won't directly influence future steps. For example, if it sees information from a message in the past, it won't "remember" that information to answer future questions. 

Categories:App IntegrationsZapier AppsBeta Release
Webhooks by Zapier catch hook trigger now supports line items

Webhooks by Zapier catch hook trigger now supports line items

Extra extra! Read all about it! The Webhooks by Zapier app now supports line item payloads in the Catch Hook trigger:So POSTing this:{"line_items": [{"word": "hello"}, {"word": "world"}]}does this:A few things to note: Current Zaps will continue to use the old trigger, which has been renamed Catch Hook (Legacy). New Zaps will use the new trigger. These Zaps will continue to run unchanged, and this functionality is only for new Zaps you create. The querystring key is now always exposed in the payload. It will be populated as an object if there are any query string parameters as part of the post. Using a child key with a line item payload will run the Zap for each instance of said key. So, like in the above payload, if you used line_items.word as the child key, the Zap would run twice, once with {"word" : "hello"} and the second time with {"word" : "world"}. NOTE: Line Items are our name for a nested array of objects, and these type of payloads (and their nesting) can get really complicated. We only support one level of nested array, so if you need more than that, you’ll still need to use the Catch Raw Hook trigger with your own Code Step parsing, or even better, use the Platform UI.This update will be of interest to a specific cross-section of Zapier users, but for those of you who have been waiting for this, we hope you’re as excited as we are about this one :)

Categories:App IntegrationsZapier AppsProduct Updates