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Topics started by nicksimard

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nicksimardZapier Staff

published in Featured Articles

The Zapier Manager app: what the heck is it and what can it be used for?

Whether you’ve been a Zapier user for a long time or just started recently, there’s a good chance that you’re not super familiar with the Zapier Manager app. We don’t really talk about it much, but it can come in handy!You can check out the list of Zap Templates in the Zapier Manager directory listing, but I thought I’d do some brainstorming and come up with some ideas for how each of the triggers and actions could be used. Hope you find these helpful!TriggersBelow you can see that there are 9 triggers available, 2 of which are instant. Only the New Team Member trigger requires a Zapier for Teams account. The rest of them can be used on any plan.New Public AppTriggers whenever a new public app is added to Zapier.Ideas for how you could use it:Be on the cutting edge by sending yourself (or someone else) a notification as soon as new apps are added. Use Digest by Zapier to create a weekly (or maybe monthly) email digest of all the apps that were added. Keep an eye on apps that you're int

nicksimardZapier Staff

published in Featured Articles

How we automated the replacement of hundreds of images in the Zapier Community

What We Didn’t Want To Do So How Did We Approach the Challenge? Unforeseen Obstacles Adjusting the Plan A Different Approach in Airtable Time to Run the Update Zap Was It Worth Automating Like This?You may have noticed that the Zapier Community (and the rest of zapier.com) looks a little different as of April 19th. There was a brand refresh, and part of that included the replacement of featured images for articles and product updates.That meant that almost 400 images would need to be replaced, with ones that adhere to the new branding and design. What We Didn’t Want To DoWe sure as heck did not want to navigate to each and every post that needed a new image, then go through the tedious clicking, finding image, saving post, etc.We have 4 colors that we cycle through for featured images, so part of the exercise was to document all of the posts in chronological order, then export the images in one of the four color options. That way as you scroll through them, you shouldn’t see a bunch o

nicksimardZapier Staff

published in Featured Articles

How to Send Photos from iOS to Zaps Using Shortcuts + Webhooks by Zapier

But Why? How To Do It Shortcuts Webhooks by Zapier Wrapping Up Recently, a question popped up in a Zapier user Facebook group and it seemed like a fun challenge to undertake:But Why?You might ask yourself why someone would be doing this? Well, he later elaborated:For this business case, its actually perfect. Taking hundreds of product photos to be uploaded and renamed.Imagine you're taking photo after photo after photo and you'd like to upload those to your cloud storage service of choice, with the name you choose. You could take all the photos then upload them in bulk and rename them. But there may be reasons why it would be easier to name each photo and upload it as you work.How To Do ItWe’re going to combine the automation powers of the Shortcuts app in iOS with a Zap that is triggered by Webhooks by Zapier.ShortcutsHere’s what the Shortcut looks like: Shortcut you can copy: https://zapiercommunity.link/shortcut-phototohookSimply replace the URL in the shortcut (the one after “Get

nicksimardZapier Staff

published in Featured Articles

Append data to fields instead of overwriting what’s there

A lot of users ask whether it’s possible to append data into a field instead of overwriting existing data, so I thought I would break that down a bit. Luckily, when it is possible, it’s not actually that difficult to do.First, let’s look at some examples of when you might want to do this:you’ve got a CRM and would like to record each time a customer purchases something from your online store you have a Description or Notes field in your app and want to add to it instead of replacing the existing textBefore jumping into the details of how to accomplish this, I do want to offer a couple of caveats. The way we do it is by first looking up whichever item you want to update, so if the app integration doesn’t have a search action that supports that, I’m afraid you won’t be able to use this workflow. And you’ll also need an Update action (as opposed to just a Create action).ExampleIf you wanted to update a Description field for someone in your CRM, you would need something like Find Contact a

nicksimardZapier Staff

published in How Do I

How to Connect Instagram To LinkedIn (Easy Integration Tutorial)Video

If you want to connect Instagram to LinkedIn this easy integration tutorial is made for you. It's particularly useful for social media marketing, digital marketing, or getting your business more attention on LinkedIn.

nicksimardZapier Staff

published in Featured Articles

How to create a contact in SendGrid using Webhooks by Zapier

Recently, someone was asking about adding contacts to SendGrid when that person signed up for one of their Viral Loops campaigns:The SendGrid integration doesn’t have a Create Contact action:But! That doesn’t mean the workflow is impossible. We just have to get a little creative.Let’s Check the SendGrid API What Do We Do in Zapier? What Do We Put in the Data Field? Getting the API Key from SendGrid Make Sure to Test Your Zap So, What Have We Learned?Let’s Check the SendGrid APIWhen you go here, you’ll see this:Of the options shown there, I find it easiest to use the CURL option to get the pieces we need.What Do We Do in Zapier?We’re going to use Webhooks by Zapier to perform this action. Make sure to choose the Custom Request option: Looking at that SendGrid screenshot, here’s how it translates to the Webhooks step in Zapier:What Do We Put in the Data Field?The code in that Data box is JSON, which you can get by clicking on this (from this page): BUT, that gives you way more than you’l

nicksimardZapier Staff

published in Featured Articles

Zapier Transfer: move critical data where & when you need it

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 Zaps that can perform the same workflow. You can learn more about these changes here. This article will give you a quick overview of Zapier Transfer, and provide some more resources for you to check out.What is Transfer? When to Use Transfer How to Set Up Transfer Which Source Apps Transfer Supports Which Apps Support Update or Create Actions Transfer Resources What is Transfer?If you’ve ever built a Zap, you’ll be familiar with the trigger (the event that starts a Zap) and action(s) (the event(s) your Zap performs). Zapier Transfer, however, is a standalone tool with which you can bulk-move data from one app to another. With Transfer you have control over which data to move, and where you want to move it. During the process you specify which piece of data wil

nicksimardZapier Staff

posted in Show & Tell

How to update embedded images (like on a website) using a Zap

IMPORTANT UPDATE: As of January 2, 2024 Google no longer supports the file URL format mentioned in this guide.Instead you’d need to use the following URL format:https://drive.google.com/thumbnail?id=FILEID&sz=w1000FILEID - replace this with the file ID.w1000 - replace with the desired image width in pixels. E.g. desired size 600px = w600 Hey Zappers!Have you ever wanted to embed an image somewhere, like on a website or in a blog post and then update it automatically?Some possible use cases:a weekly updated graphic showing progress of some sort the most recent member to join your community a screenshot of some sort (a tweet, Instagram post, etc)Using Google Drive to Host the ImageThis can likely be done with other services, like Dropbox, but in this example we’ll use Google Drive because I know it has a Replace File action.Make the Image EmbeddableThere are a few steps required:Upload the graphic to Google Drive Share it so that “anyone with the link” can view it Add the ID of the

nicksimardZapier Staff

New! Zapier Formatter with AIZapier AI

If you’ve used Zapier for any length of time, you've probably used our Formatter app. It transforms text, numbers, and other data into the format you need, so that your apps work seamlessly together.We’ve added the magic of AI into your Zaps, to help you make better use of Formatter!Discover your formatting options in-line. No need to manually find and build out a Formatter step — with AI magic, you can see the option to reformat data in any field you’re mapping. Automatically format data using plain English. Describe how you’d like to reformat your data in a sentence, and we’ll draft a Formatter step for you to use. Watch your data get transformed, in fewer clicks. How It WorksWhen mapping data into your fields, click “Format data” to open the Formatter with AI modal. Write a prompt in natural language in the text box, e.g. “Change the date format from MM/DD/YY to DD/MM/YYYY.” Click “Create step.” The step will take a few seconds to load. Your new Formatter step will appear in the Za

nicksimardZapier Staff

published in Featured Articles

Trigger a Zap from the Shortcuts app in iOS (we’re going to set our Slack status)

In today’s post I’m going to show you a basic example of how to use the Shortcuts app in iOS to trigger a Zap. The specific example I’m using is quickly setting a Slack status using a fill-in-the-blank template.NOTE: Yes, it’s easy to open the Slack app and set a status. Even easier on mobile. But 1) not everybody wants to have Slack on their phone and 2) it’s way easier to tap an icon, type a number then press Done.These days, parents who are working from home (and also trying to manage their children) may need to tell their co-workers that they’re going to be away from the keyboard for a bit. With a 2-step Zap and 3-step Shortcut we’re going to set a status that inserts the number of minutes into “AFK for _____ minutes” and uses a particular icon and expiration time (that same number of minutes).Step 1: Build the ZapTrigger — Webhooks by Zapier (Catch Hook)Because we haven’t built the Shortcut yet, you’re going to click on Test trigger then when no sample is found, click on Skip test

nicksimardZapier Staff

published in Featured Articles

The ultimate guide to uploading Gmail attachments to Dropbox

We get a lot of questions about how to upload email attachments to Dropbox. I thought I’d cover a few of the more common email providers, both with single and multiple attachments. First up in the series, is Gmail. Here we go!Single Attachment Trigger: New Attachment Trigger: New Email/New Email Matching Search/New Labeled Email Adding a Filter Multiple Attachments Trigger: New Email/New Email Matching Search/New Labeled Email What Happens in Dropbox Advanced Dropbox Workflow Formatter by Zapier Move the First File in Dropbox The Filter Method for Additional Files The Path Method for Additional Files Wrapping UpSingle AttachmentWith Gmail, there are a few options for triggering your Zap. They fall into two categories.Trigger: New AttachmentThis one triggers specifically on the attachment itself.This one is pretty straightforward, since you’re provided with a single file, which you can then map to Dropbox like this:Trigger: New Email/New Email Matching Search/New Labeled EmailT

nicksimardZapier Staff

Now in Beta: Zapier Tables

At Zapier, we're laser-focused on one mission: make automation work for everyone.That's why we're excited to introduce Zapier Tables (now in beta)—a better way for you to store and use your data. Want to learn more about Zapier Tables? Check out our Zapier Tables guide for a full breakdown. Automation-First Storage SolutionZapier Tables was built with automation in mind. That means when you need to use your data to power automated workflows, incorporating automation into the process is seamless.With Tables, you can easily store, edit, share, and automate your data right from Zapier. No more toggling between apps or creating ad-hoc workarounds.Explore What’s PossibleAre we saying you should replace your current spreadsheet or database apps with Zapier Tables? Not necessarily. However, if you have Zaps that rely heavily on data from a spreadsheet, here are a few ways Zapier Tables could improve your existing processes: Add a human intervention step to ensure automated workflows only pro

nicksimardZapier Staff

published in Featured Articles

Automate Notion Relations with Zapier

Hey automators! I’ve got something special for you today :)This content was originally created by William Nutt, the Notion expert behind Notion VIP and Notion A-to-Z. See the original post, Automate Notion Relations with Zapier, and companion video.With his permission, here’s his blog post. Be sure to check out his blog as well.Zapier is essential to architecting a cohesive and streamlined system with Notion. It powers automations and integrations with other apps. But a persisting limitation is Zapier’s inability to update Relation properties. As a workaround, we can directly access the Notion API with the Code by Zapier action.Let’s walk through the configuration with a hypothetical scenario. Members of Notion A-to-Z enjoy access to the functional demos and Zap template. If you’ve yet to join, we’d love to have you onboard.For this tutorial, you’ll want to have an existing Zapier account and basic familiarity with Zaps, including the Webhooks by Zapier trigger.The ScenarioAs a framewo

nicksimardZapier Staff

published in Code & Webhooks

Code steps 101 (session from ZapConnect 2021)Video

Have you played around with Javascript or Python but aren't quite sure how to use them in your Zaps?In Code Steps 101, Erin Ozolins, Sr Customer Champion on Zapier’s Premier Team, will walk through the basics of using Code by Zapier and demonstrate simple steps you can add to your toolkit, including how to filter line items using Javascript.

nicksimardZapier Staff

published in Featured Articles

Mapping fields to dynamic dropdown menus (like in Google Sheets)

Hey Zappers! We recently updated the Zap editor to resolve an issue around mapping fields to dynamic dropdown menus.How does it work?In the Zap editor, you use a dropdown menu to choose from a list of options. In some cases, these options are dynamically generated by the app.Google Sheets is a great example of this, where once you choose your sheet, you get a dynamic dropdown menu of worksheets:In many workflows, though, you don’t want to pick from the list of choices, but instead, map a field value from a previous step. That is what the Custom option is for, and previously this would not work for a dynamic dropdown menu.It now does!So, in our example, we can now use a field from a previous step to configure our Google Sheets Create Row(s) action:This enables a whole new category of workflows in apps with these dynamic dropdown menus (Google Sheets and Jira Software Cloud being two of the most popular).To demonstrate this kind of workflow, we’ve made this Shared Zap that you can review

nicksimardZapier Staff

Build Zaps using our new Visual Editor (BETA)

The Visual Editor makes building Zaps more intuitive than ever. It enables you to better visualize your Zaps, collaborate with your team, and build powerful, complex automations to power your business.OverviewMaximize Automation Potential: The new visual experience allows you to more effectively see where you can enhance your current automations to create even more efficient and tailored automations to power your business. Empower Non-technical Users: The Visual Editor's user-friendly design makes it accessible to users of all abilities, empowering everyone on your team to contribute to and benefit from building automation. Better Team Alignment: The enhanced collaboration and communication features of the Visual Editor help your team stay on the same page, ensuring that everyone understands the purpose and structure of your automations and can work together seamlessly. Faster Problem Solving: With the Visual Editor's intuitive design, you can quickly grasp the structure and flow of yo

nicksimardZapier Staff

published in Featured Articles

Learn More About Schedule by Zapier

What It Is How It Works What You Can Build With It How to turn a Zap OFF and ON with a schedule Schedule recurring messages in Slack with Zapier Check spreadsheet records on a schedule Schedule a Meeting on First Working Day Of Next Month Tips and Tricks I need to trigger on only certain days of the week when using the "Every Day" Trigger. Can I Trigger a Zap Quarterly or Annually? Can I set a time that is not on the hour using the "Every Day" Trigger? What It IsSchedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.How It WorksWith Schedule by Zapier you have the following triggers:Available triggers for Schedule by ZapierThere’s not much need to explain what each one does, as it’s pretty self-explanatory. You can trigger a Zap every hour, day, week or month.NOTE: You can skip

nicksimardZapier Staff

published in Show & Tell

Filters vs Paths vs Lookup Tables: A Visual Guide

Even the most seasoned Zapier user sometimes has a hard time deciding whether to use a filter with multiple Zaps, a single Zap with multiple paths, or a single Zap with a lookup table.We’re trying something a little different and providing a visual guide that hopefully helps to clarify when/why you might choose to use one over the other.Filters Paths Lookup Table Did This Help?FiltersIf you’re trying to have several different outcomes from your workflow, using multiple Zaps with a filter is one way to approach it.Click to enlarge.PathsSimilar to using multiple Zaps with a filter, Paths provide multiple outcomes using only one Zap.Click to enlarge. Lookup TablePerhaps the most misunderstood of all the options, a lookup table is beneficial when you’ve got specific fields that decide an outcome. Click to enlarge.Did This Help?Here in the Zapier community we’re always trying to create resources that are helpful to our members. We’d love to hear whether this helped to make sense of things,

nicksimardZapier Staff

published in Featured Articles

3 ways to extract/scrape data from websites

Mod Edit: 03-22-2023Before I start, I first want to say that there are LOTS of ways to scrape data from websites. The options I’m discussing below are the ones that make it the easiest to do (in my opinion), and relatively affordably for the average person.Let’s jump in!Browse AIAccording to them: The easiest way to extract and monitor data from any website. Train a robot in 2 minutes. No coding required.Zapier integration? Yes, see it here.Send to webhook URL? Yes, but it’s raw data and isn’t super easy to work with in Zapier.Free plan? YesSchedule data extraction? Yes. You can choose minutes, hours, days, weeks, months.Direct integrations? You can sync the extracted data to Google Sheets (and you can trigger a Zap on those newly added rows, if you’d like). Airtable is coming soon, according to their website. SimplescraperAccording to them: Extract data from any website in seconds. Download instantly, scrape in the cloud, or create an APIZapier integration? As of the writing of this a

nicksimardZapier Staff

published in Featured Articles

How to add files to specific Google Drive folders based on the current month

The ChallengeI want to automate scanned expenses receipts.The folder structure:expenses inbox 2020 1. Quarter 01_Jan 200105_expense.pdf 2. Quarter 3. Quarter 4. Quarter My desired workflow:The file with the naming structure YYMMDD_expense.pdf gets added to the expenses inbox folder. A zap would look for the right Year, Quarter and Month and move that file into that folder.A Proposed SolutionOne way to tackle this is to use a Lookup Table (more info) to output the proper folder, depending which month the Zap is triggering in. Then you can use a Formatter step to get you the YYMMDD format, which you can use as the title of the PDF.The tricky thing about lookup tables is that the incoming value has to be an exact match, so you’ll need the date to show you just the month — the Formatter can do this. NOTE: You can use any format (Jan, January, 01, etc) as long as what your Formatter outputs matches the value in your lookup table. This will make more sense as you keep reading belo

nicksimardZapier Staff

published in Featured Articles

Use OpenAI with Zapier to parse an email (or other data)

If the following situation sounds familiar to you, then this article is for you.You have a webform that can send you notification emails that contain all of the details of the form, in a format like this:First name: FredLast name: FlinstoneEmail: fred@flinstones.comPhone: 206-555-1212Company: Rock UWebsite: rubble.comComments: "Please get back to me as soon as you can, I really want to make some money!!!!"But what you need is to get each piece of info from that email into its own field in your app of choice (CRM, eCommerce, etc).Before OpenAIPrior to this technology, we likely would have recommended one of the following:An email parser app (like Email Parser by Zapier, Mailparser, etc) A code step to process the data from your email Multiple Formatter steps to extract what you need (maybe RegEx?)None of these options are anywhere as simple as what I’m about to show you. One of our Zapier Experts, Troy Tessalone, alluded to this method in this post, but I’m going to expand upon it a bit

nicksimardZapier Staff

New on your Zaps page: search by folder

In our Zapier team account, we have a lot of folders. Like, a lot. That can make it hard to find the one we need.If like me, you’ve ever wished you could go to your Zaps page and search by folder name, well, now you can: Happy searching!

nicksimardZapier Staff

Improved trigger step testing in your Zaps

We’re back with another Zap editor improvement! This one is related to the test records from your trigger steps.What’s changingWith this release, we’re improving test record selection by:Introducing “search” across test records Improving the UI so that you can easily switch between test recordsBefore:You would have to click a dropdown, select a test record, then check if it was sufficient for your testing needs. If the record did not meet your testing needs, you’d have to click back into the dropdown and repeat.After:You can now switch between records with one click and search across multiple records to find one that meets your testing needs. A note on namingIn the past we’ve used the words “sample data” to describe what your Zap triggers provide. Moving forward we will use “test records” instead.In speaking with you, our users, we’ve realized that this terminology is more in line with the language y’all use :)

nicksimardZapier Staff

Improved Offboarding with 'Remove Member' Feature

With this new feature available on the Team and Company plans, you can effortlessly offboard users from your Zapier account, so your essential Zaps continue to run smoothly during team changes.OverviewSo what does that look like?Simplified Off-boarding: Experience a streamlined offboarding process that informs Super Admins of Zaps owned by departing users, so you can transfer ownership and keep business-critical Zaps running smoothly. Uninterrupted Workflows: Keep your business-critical Zaps running smoothly, ensuring minimal disruptions and sustained productivity as your team transitions to new roles. Enhanced Confidence: Offboard users with confidence. Zapier’s offboarding process gives you the safeguards you need to transfer Zaps and connections effectively, so personnel changes don’t break your essential processes.Possible Use CasesEmployee Departure: When an employee leaves the company (involuntarily or voluntarily) and is removed from the account, Admins will see the user’s Zaps

nicksimardZapier Staff

published in Featured Articles

Formatter Features: Line Itemizer Overview

What It Looks Like What It Can (and Can't) Do Some Ways to Use It 1. Add line items to existing data 2. Create line items from scratch, to use in later steps 3. Add another line item property Anything Tricky About It? That’s a Wrap (for now at least)What's up Zap crafters? Welcome to another installment of Formatter Features, where we highlight individual functions with our Formatter app. This week we're looking at the Line Itemizer, in more of an overview. Next week we'll dive in a bit deeper.We've looked at the Text to Line Item feature already, and though you *can* use that in some cases, there are times when you need something a bit more robust. Enter the Line Itemizer!This option can be found at:Formatter by Zapier — Utilities — Line Itemizer (Create/Append/Prepend)What It Looks LikeThere are significantly more fields here than we saw with Text to Line-Item and Line-Item to Text: But don't be intimidated! We're going to go through what all of it does :)What It Can (and Can't)

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