Show & Tell

  Hey everyone, We're thrilled to join the Zapier community and introduce the new DocuQueue for PDF generation. With DocuQueue, you can generate PDF documents like invoices, letters, contracts, and more. Not starting from scratch either,   DocuQueue comes with ready-made templates for the most common documents (invoices, certificates, contracts, letters, reports, shipping labels), so you can pick one and go. Simply pick a template — or create one in docx — and set up Zaps to provide the necessary data as JSON, with values retrieved from other apps within Zapier. Share your experiences, use cases, or ideas for DocuQueue integration with Zapier! Thank you everyone.  This post has been edited by a moderator to remove self-promotional links as per our Community Code of Conduct.

I was browsing the community archives and saw a closed thread from ​@AndyPeter  about trying to compile Google Sheet rows into a single QBO invoice with dynamic line items (and handling negative discount/credit rows).The standard native workaround usually involves complex search loops, "Lookup Spreadsheet Rows" modules, and multi-step filters. This can be incredibly fragile and structurally struggles when QBO rejects negative numbers in standard line detail.I wanted to share a much cleaner, 3-step alternative that uses a webhook and a custom JavaScript payload to reshape the array. This bypasses the native connector entirely and handles both positive and negative lines dynamically.The Logic: Catch the Google Sheet rows via Webhook. Run a custom JavaScript block to reshape the product objects into the clean nested JSON array QuickBooks expects (routing positive lines to SalesItemLineDetail and negative lines to DiscountLineDetail). Push a single POST request directly to QBO’s /sales

Hi all, I recently released a new feature for DocuPotion that I thought some people here might be interested in. You can now automatically fill out PDF forms in your Zaps using our Zapier app.This video demonstrates how to set it all up: https://www.youtube.com/watch?v=ZFvrMouxTXUHow it works at a high level:Take an existing fillable PDF and turn it into a reusable template in DocuPotion Ensure fillable inputs are named correctly Map data from a Zapier trigger / action to the {{merge_fields}} in the template using the DocuPotion Zapier appThat's pretty much it. I use Google Forms in the video, but you can use any other data source too (EG Airtable, Google Sheets Typeform, Tally, Hubspot, Notion)Happy to help if there are any questions!Alex

Hi everyone! I’m Alex, the founder of DocuPotion.DocuPotion makes it easy to automatically generate PDF documents from your data. We launched about 2 years ago, but recently released our Zapier app. How it works:Create a document template in DocuPotion with {{merge_fields}} Map data in your Zap to the template Get a nicely formatted PDF document returned Why it's different to other Zapier document appsThe big differentiator is our document editor. You can choose from a bunch of pre-built templates, but you can also create a custom template from scratch with our AI generator.You can get some really nicely-formatted custom reports from a few lines of prompting. You don't have to spend hours dragging and dropping components to get that perfect-looking template.For those interested, this video gives an overview of how to use DocuPotion in Zapier: https://www.youtube.com/watch?v=IqMLjRNsFP4Happy to help if there are any questions!Alex 

I recently developed and deployed a Zapier MCP workflow for a customer's AP team to reduce the amount of manual data entry required when processing vendor invoices. My first recommendation was to create an Outlook(New Email in Invoice Inbox) > Zapier > QBO workflow but due to some constraints and concerns I decided to give the Zapier mcp a shot and so glad we did! Before the implementation, AP staff would manually open each invoice, find or create the vendor in QuickBooks, enter the bill, select the correct coding, attach the document, and then move on to the next invoice. The solution reads the invoices, extracts the vendor, invoice number, dates, amounts, and line items, then uses Zapier MCP to interact with QuickBooks. If a vendor doesn't exist, the workflow can create the vendor automatically before creating the bill. During testing and deployment, we successfully processed invoices from multiple vendors in a single go. Zapier MCP/Chatgpt created both the vendor records and t

Wondering what folks do when they want to extract data from the browser or interact with a page in Chrome for their automations. I’ve tried the Zapier Chrome Extension, but it only lets you create fields that the user would have to fill in when running an automation, rather than scraping the page itself to prefill that. Seems like its basically just a button and not really interacting with the page. Is there another way to do it?I’ve been building with PixieBrix that works alongside Zapier. Made a quick video showing how it works:No cost for developers, and it's a standalone product for automation but wondering if it would be useful for anyone else’s Zapier workflows that need some sort of front end or scraping capability? Or is there something better out there I’ve just totally missed?

The failure mode nobody talks about isn't the red error in your task history. It's the green checkmark on a Zap that ran perfectly and did exactly the wrong thing.A filter lets through a record it shouldn't. A field maps to the right place with the wrong value. A formatter strips a character that breaks everything downstream. Zapier did its job. Your workflow didn't.These are silent failures, and they're worse than crashes because you're not looking for them. We've all been there. You only find out something's been broken for two weeks when a customer mentions it.Three ways to catch them before that happens:1. Log outputs, not just runs Add a final step to any critical Zap that writes key field values to a Google Sheet or Airtable. Not the whole record, just the fields that matter most. Date, order ID, status, whatever you'd check if something went wrong. When it does go wrong, you'll know exactly where the data broke instead of reconstructing it from five different apps.2. Count what

I had fun making this step-by-step walkthrough on how to build a smart contact form system thatFilters spam automatically (AI by Zapier) Logs inquiries in a central database (Zapier Tables) Sends an instant confirmation email (Gmail or Outlook – your choice) Alerts you internally (Email by Zapier, Slack, or another messaging service of your choice) Drafts email replies (AI by Zapier)Feel free to take a look and comment if you have any thoughts or questions! Video: Build a Smart Contact Form System with Zapier 

Spent way too long debugging this recently so figured I'd write it up properly.If you're building a Zap that posts images to Instagram - especially AI generated ones - you've probably hit this wall:Instagram app does not accept file data. It needs a direct public URL ending in .jpg or .png. Not a redirect link. Not a share link. A direct file URL.This trips people up in a few different ways:OpenAI image URLs expire in an hourIf you're generating images with DALL-E and passing that URL straight to Instagram, it works - until there's any delay in the workflow. A human approval step, a filter, a wait - anything that adds time breaks it. The URL expires and Instagram throws a media type error.Google Drive and Dropbox share links don't workThese are not true public URL, they’re HTML pages, so they don’t work too.imgbb works until it doesn'timgbb is the most common workaround I've seen. It gets the job done for a while but Instagram has started flagging certain imgbb domains and rejecting th

If you've been using Imgur or imgbb inside Zapier, you know the drill.Set up an HTTP action, dig through the API docs, figure out the right endpoint, parse the response to extract the URL, and then hope the URL format actually works with whatever app is receiving it. Half the time it doesn't - wrong headers, redirect URLs, or rate limits you didn't know existed.Google Drive share links aren't much better. They look fine until an API actually tries to use them.Here's what I switched to.It's called Upload to URL - a native Zapier app that does one thing:Pass it any file → get a clean public CDN URL back Works with images, PDFs, any file type Set an expiry if you only need the URL temporarily Keep it permanently if you need it to stick aroundNo Webhook action. Just a native Zap step that plugs straight into your Zap.Search Upload to URL in the Zapier app directory. Free API key at uploadtourl.com.If you've been fighting the Imgur/imgbb workaround - this should clean up that part of your Z

If you use Slack as a notification hub for your automations, you've probably run into the formatting problem: you pass in standard markdown and it comes out looking mangled. Bold doesn't work, links render weirdly, lists break.That's because Slack uses its own flavour of markdown called "mrkdwn" — *bold* instead of **bold**, _italic_ instead of *italic*, <url|text> instead of [text](url), and so on. Until now, you either lived with ugly messages, wrote a bunch of janky .replace() chains, or gave up and used plain text.With the new third-party package support in Code by Zapier, you can now just import a library that handles the conversion properly:from markdown_to_mrkdwn import SlackMarkdownConverterconverter = SlackMarkdownConverter()raw_markdown = input_data['raw_markdown']slack_markdown = converter.convert(raw_markdown)return {'slack_markdown': slack_markdown}The markdown_to_mrkdwn package handles headings, bold/italic, strikethrough, links, images, ordered and unordered lists,

If one of your Zapier step generates a file, but the next step expects a public file URL, you may need a way to upload this file on a server.The usual answer is Google Drive, but their URLs are not accepted by a lot of apps, and it requires some manual change in URL structure for it to work.Another great option is S3. But configuring S3 correctly (bucket policies, IAM roles, public access settings) is a project in itself. A bit much when all you need is a URL to pass to the next step.I had seen many people facing this pain.So I built Upload to URL - a Zapier app with one core idea: you get your public URL immediately, but the file doesn't remain on the server forever. You can decide when the file is to be removed from the server.Here's how it works inside a zap: Upload any file → get a public URL instantly Set an expiry date - the file self-destructs automatically on that date Or use the Delete a File action to take it down on demand, anytime If this is a problem that you've faced,

Hey all,  I use my daily meeting transcripts and emails to build my digital brain automatically. The digital brain is my ai agent brain that know what I know as well and can be my best advisor on daily tasks:help me prepare for my next meeting help write more impactful emails to prospects help me find content ideas from my conversations Here is how I do it using Zapier to process my transcripts from Krisp to Brain Graph.I would love to hear your feedback.   

I previously had this running through Twilio ↔ Zapier ↔ Slack, which worked but added unnecessary complexity and another service to maintain. Now that Zapier's a direct WhatsApp Business Service Provider, I stripped out the middleware and connected straight through. What it does:Inbound: WhatsApp messages trigger the workflow → creates/finds user records in Tables → auto-creates dedicated Slack channels for new contacts → posts messages with full context (timestamp, delivery status) Outbound: Slack replies get formatted and sent back through WhatsApp → logs everything to Tables for audit trailBuilt in some smart handling too: filters for unsubscribe requests, gracefully handles unsupported message types (stickers, voice notes, etc.), and keeps everything sync'd with proper message threading.The Zapier Tables handle state management - tracking which WhatsApp number maps to which Slack channel, maintaining opt-out records, and giving me a clean audit log of message delivery status. Took

This guide shows you how to automatically route contact form submissions to the right team member based on their language skills and department. This approach works for any form tool such as Google Forms, Typeform, or JotForm. For this example, we’ll be using Google Forms.When a customer submits your contact form:AI analyzes the message to detect the language AI classifies which department the inquiry belongs to (Sales, Support, Billing) An email is sent to a qualified team member using round-robin rotationHere’s what the completed automation looks like:  Set Up the AutomationThis automation triggers when someone submits your contact form and sends an email to the right team member based on their language skills and department. Step 1: Set Up the Google Forms TriggerCreate a new Zap in Zapier, then:Select Google Forms as the app Choose New Form Response as the trigger event Connect your Google account Select your form and click Continue​​ Test the TriggerTest the trigger to pull a samp

Notion's AI Meeting Notes are fantastic, but there's a catch: the public REST API doesn't (yet) support reading content from the Meeting Notes block type, which means the native Zapier integration can’t access it either. If you try to retrieve a meeting note page via Zapier's standard Notion integration, you get the page metadata but not the actual transcript or summary. The content comes back as an "unsupported block type."For a while, I was copying and pasting the meeting block content into another section of the page, running an automation to extract information, and then deleting the duplicate copy. Like an animal.Then I remembered: Notion has an MCP server, that its MCP server is able to access content from Meeting Note blocks, and that Zapier has an action that lets you to use any remote MCP server within a Zap.Zapier's MCP Client action lets you invoke tools from any MCP server directly within a Zap. Instead of using Zapier's standard Notion integration, I use the MCP Client to

Been wondering how to scrape any website without code or complicated setup inside your Zapier automations???Meet AI Scraper by Parsera - originally launched on n8n with over 10,000 downloads, and now fully available on Zapier ✅ With AI Scraper by Parsera, you can:Scrape data from any Webpage (provide URL and data description) Parse HTML files Use pre-built Extractors (Scrapers) that make it possible to: select webpages directly from a Website Tree Map Generate scraping code based on your scraping settings (URL + data description  and much more...

Hello!We’ve just built a connector that lets you forecast revenue, sales, and other business metrics directly in Zapier. The connector is currently in beta, but we’re happy to share access and give you some free credits to try it out. We’d love to hear your feedback and learn how we can improve the connector to make it easier for you to use in your workflows. Here’s a quick “hello world” demo:Best regards,Andrei XXXXXXXFAIM Invite link to access the app: https://zapier.com/developer/public-invite/233744/3632ef55b34213bbd921d39f04f336a8/ This post has been edited by a moderator to remove personally identifiable information (PII). Please remember that this is a public forum and avoid sharing personal or potentially sensitive details.

Welcome friends! Today we're going to be talking about how to upload Zoom recordings to other apps. Now, it may seem like an easy enough workflow but it’s one that can often lead to errors. Let’s take a look at how to set up this sort of workflow up and how to handle any errors you may come across!Setup requirements Selecting the file in your app How to handle multiple Zoom recordings?  Uploading audio recordings Troubleshooting common errors Further readingSetup requirementsIn order to be able to send a Zoom recording to another app we need to make sure the recordings aren’t password protected. The Recording settings in Zoom need to be set as follows: "Allow cloud recording sharing” must be set to ON “Only authenticated users can view cloud recordings” must be set to OFF. “Require password to access shared cloud recordings” must be set to OFF. Selecting the file in your appNow that the recording settings are sorted you’re ready to pull in a sample recording from Zoom. If the recor

In this guide, we’ll use AI by Zapier and EnforcedFlow’s Human-in-the-Loop step to automatically generate review responses while preventing AI mistakes (misreading complaints, hallucinating policies, wrong tone) from going public. This requires two Zaps working together:Zap 1: New review → AI generates response → Creates approval task → Emails reviewer Zap 2: Task approved → Filters for approved only → Posts to Google Business Profile Zap 1: Generate & Submit for ApprovalStep 1: Google Business Profile TriggerApp: Google Business Profile Event: New Review Connect your account and test the trigger  Step 2: AI Response GenerationApp: AI by Zapier Event: Analyze and Return Data Provider: OpenAI Model: openai/gpt-4o-mini Input: Map review comment from Step 1 Prompt: Eg: Come up with a reply to the given review in under 200 characters. If any issues are mentioned, state that we're actively working to resolve them. Thank the reviewer for their feedback. Output fields: Create field “reply

If you manage social media, you know the struggle — posting across multiple platforms, engaging with your audience, and then trying to figure out what’s actually working.Most of us end up juggling spreadsheets, screenshots, and endless tabs just to track performance. But what if you could see all your post insights — likes, comments, reach, and clicks — in one dashboard, updated automatically?That’s where Zapier automation comes in.💡 The IdeaInstead of manually checking analytics on LinkedIn, Instagram, Facebook, or X (Twitter), you can use Zapier to automatically pull your post data into a Google Sheet or Notion dashboard. Every time you publish a post, Zapier does the heavy lifting — capturing your metrics and keeping everything updated in real time.No manual entry.No waiting for reports.No data chaos.⚙️ How to Set It UpHere’s a simple structure you can follow: Trigger: “New post” or “new media” event from your social media platform (depending on the app’s available triggers). Act

It’s always bugged me that Notion’s API (and, by extension, its Zapier integration) didn’t support applying a template to a page in a database. You go to all the work of creating detailed templates for your databases, but then can’t use them in automations.It’s still not supported yet in the Zapier integration, but templates are now exposed in Notion’s API. I learned about it here.In the meantime, I’ve created a simple Custom Action to apply a template to an existing page - the code is below if you want to copy. It just takes two inputs - the page_id of the page you want to apply the template to, and the template_id that you want to apply.You can find all the template_ids for a given data source using the GET https://api.notion.com/data_sources/{data_source_id}/templates endpoint. See documentation here. I ran this once and then saved the template_ids I wanted to use as global variables so I could reuse them across different Zaps. export async function applyTemplateToPage(params: { pag

It’s always bugged me that Notion’s official Zapier integration doesn’t provide a way to retrieve someone’s user ID using their email address. You can only retrieve a user by their ID, but often, all you have is their email address.The reason for this is probably that Notion’s API doesn’t directly support retrieval of a user by their email address; you can only either list all users, or retrieve a single user by their ID.Fortunately, Custom Actions provides a workaround, since it can combine API calls with light filtering to pull this off in a single action. It’s dead simple to use, and just requires a single input - the email address of the user whose ID you want to retrieve: If you don’t want to use the AI Copilot builder in Custom Actions, you can just paste this into the Code box under the Advanced tab:// Define an async function to retrieve all users in a Notion workspaceexport async function getUsersByEmail(params: { email: string }): Promise<{ result: any[] }> { // Extrac

Hey everyone 👋I wanted to share something really useful for anyone running online events, webinars, or training programs — especially if you often need to send digital certificates or badges to participants.You can now use IssueBadge.com with Zapier to issue badges or certificates automatically — no coding needed.Here’s how it works 👇1️⃣ Connect your event platform — for example, Zoom, Google Meet, or any webinar app that Zapier supports.2️⃣ Set your trigger, like “New attendee joined” or “Webinar completed.”3️⃣ Add IssueBadge as the action.4️⃣ Choose your certificate or badge template, and map the participant’s name, email, and other info.5️⃣ Hit save — now every time someone completes your event, they’ll automatically receive their personalized digital badge or certificate from IssueBadge.✅ Works great for: Bootcamps Workshops Webinars Employee training Nonprofit volunteer programs You can even issue hundreds of certificates in bulk within minutes — everything stays verifia