Skip to main content

Show & Tell

Show off your Zaps, workarounds, and tricks. Tell others what you’re building with Zapier.

  • 327 Topics
  • 695 Replies
327 Topics
nicksimard
nicksimardZapier Staff
published in Show & Tell
About the Show & Tell Forum

Posts in this category should be conversational in nature, meaning that you’re not looking to get help from anyone or ask questions. It’s meant to offer a place to share tips, tricks, use cases, best practices, and workflows with your fellow Community members.You might be thinking…But, I don’t know enough to bother sharing.Not true! Everyone is capable of providing information, because nobody else has the precise experience and ideas that you do. Also, there will always be someone who is less experienced with Zapier than you and who could benefit from your knowledge  Share something you could have benefited from last week.Everyone else probably already knows what I’m thinking of sharing.There is SO much to know about Zapier, combining different apps, using advanced features, coming up with clever workarounds, etc. Don’t assume that your ideas are common knowledge. You might be surprised at how many people you can help by sharing!What if what I share isn’t accurate?That’s not the end of

3700
nicksimard
3 years ago
R
RaZZ MaTaZZBeginner
posted in Show & Tell
Easy two step to extract a .csv file to use in Zapier

This is an easy 2 step process for those struggling to retrieve an attachment and utilize that data. FIRST - Make sure that you are retrieving a .csv file and not .xmlx file. Zapier tools don’t play well with .xls or .xmlx to my finding.Select your email source (Gmail for me) and choose “New Attachment”. Your trigger will be where that email is coming from ie Inbox or a specific label. Then input a search string that matches the title for that specific email. Once you have located the record you need. Add the next step and select Formatter by Zapier. Select utilities and choose import CSV. For the CSV file, select “Attachment: Exists but not shown”.From there I chose to put that data into a Google sheet as my terminus. If you are adding to a spreadsheet be sure to add the columns that relate to your data first before selecting the document to parse to. Then just plug in the corresponding line items to the columns that have been created and test your Zap.This has saved me time from copy

602
R
8 days ago
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
PROOF: Delay For Less than 1 Minute with the Delay For Action Step

PROOF that it is indeed possible to delay a Zap for less than 1 minute using the Delay For action step! CreditsTroy Tessalone is a Certified Zapier Expert at Automation Ace. Don’t believe everything you read, and when in doubt, test it out! Screenshot below shows the Zap Run history with a timestamp created before and after 30 second delay.(Note: The time difference between the 2 timestamps shown is a bit longer than 30 seconds because of the time it takes to process the other Zap steps.) Notice below the field Time Delayed For (value) it states:Use a number (decimals are accepted). Note: minimum delay is one minute. How the Zap with a delay for less than 1 minute was tested…Created a Zap with these 5 steps.Step 1 triggers the Zap from a webhook.Step 2 creates a timestamp before the delay.Step 3 does a delay for .5 minutes (aka 30 seconds).Step 4 creates a timestamp after the delay.Step 5 posts a webhook with the timestamps before and after the delay. Cheat Sheet.083 = ~5 seconds.166 =

30079
SamB
Community Manager
15 days ago
ikbelkirasan
ikbelkirasanZapier Expert
published in Show & Tell
[New Integration] Advanced Utilities

Hey everyone, I would like to share a custom Zapier integration I built to solve a few problems. The integration provides the following action steps. I hope you find it helpful. :) --- Run JavaScript Code: This is kind of a clone of the regular Code Step. Nothing fancy, it just comes with some useful tools available in the global scope. It also supports modern JavaScript async/await. The global scope includes the following utilities: moment: The well-known moment.js library that helps when dealing with date/time. _: Lodash library that makes it easier to work with objects and arrays. JSON: this replaces the built-in JSON.parse function with the more advanced JSON5 library. toCSV: A function that converts an object to CSV.   --- Export to CSV: This action makes it easy to convert JSON data or line items to a CSV string or file.   --- If you’re interested in trying it, here’s the invite link: https://zapier.com/developer/public-invite/112461/039174f595539444ce5c14e114c1dc1e/

589439
Troy Tessalone
22 days ago
ikbelkirasan
ikbelkirasanZapier Expert
published in Show & Tell
[New Integration] Pause and Resume

Happy new year!Have you ever wanted to pause a zap (let's call it zap A), trigger another zap (zap and wait for it to finish before resuming the zap A? I don’t know what techniques you might be using to build this kind of workflow but I know that one way of building it is to split the zap A into 2 zaps and have the second zap trigger the second half once it finished its work.While this might work fine, having a way to pause a zap and resume it at a later time would be nice!Pause and Resume is a custom integration I built just for that. If you would like to give it a try, you can find an invite link at the end of this post.Usage:Assuming that you have 2 zaps: A and B where A triggers B at some point. The trigger for the zap B has to be Webhook by Zapier.1. In A, when you want to trigger the zap B:Add a Pause Zap step. Set the webhook URL to be the webhook URL for zap B. Set the payload to whatever you want, it will be sent to zap B. Test this step and add the steps that would run when

121517
L
22 days ago
PaulKortman
PaulKortmanZapier Expert
posted in Show & Tell
Error Handling For A Specific Step (aka Automatically Repeat A Step If It Fails)

I’ve run into this often and have a decent work around so by posting it here hopefully this can help others. The issue: Zapier steps that “depend” on the output from a previous step will fail if the previous step fails or has an issue. This can happen for a number of reasons, like the webhook step had an error, or (and this has been happening A LOT lately) an app like Google Sheets responds with an error like 500 “Server Error time out”. Or a search step fails and you don’t want to create a record Or the application doesn’t give you that option. I want to make my zaps smarter and to work around these issues. As you’ll see below It takes a number of extra steps and paths to do this, so I only do it on critical zap steps or where failures are common. For example if I try to post to a Google Spreadsheet and I get a time out error I want the zap to take a delay and then make another attempt. Or if there was a failure in finding a row or a contact or whatever the search was I want the zap t

100479
A
1 month ago
W
whoisjuanNew
asked in Show & Tell
Take screenshot and analyze its content with AI

Hey Zapier Community, Just wanted to share a quick update from GetScreenshot. For those of you who don’t know, GetScreenshot is the leading Zapier connector to create workflows that take screenshots.I’ve been working on a new feature that might be useful for those incorporating AI into their workflows.We recently rolled out Jaxon AI, which integrates AI-driven analysis into our screenshot API. It’s perfect for breaking down design elements, content evaluations, and more. The best part? You don’t need to connect other AI solutions—the API handles everything.Personally, I've been using it to screenshot dashboards and ask questions about the data presented. It’s been super useful for getting quick insights without reworking an entire dashboard.I’d love for some of you to try it out and share your feedback.We're grateful to be the preferred screenshot connector for so many here. Thanks for your continued support. Cheers,Juan

211
SamB
Community Manager
1 month ago
nicksimard
nicksimardZapier Staff
published in Show & Tell
Filters vs Paths vs Lookup Tables: A Visual Guide

Last Updated: September 13, 2024Even 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 Further Resources 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.Further Resources Add branching logic to Zaps with filters Add branching logic to Zaps with paths Create lookup tables in Zaps

6684
SamB
Community Manager
1 month ago
Kalintro
KalintroBeginner
posted in Show & Tell
How to create a direct download link for a Google Drive file for easy processing in Zapier with PDF-app!

Hi there!  If you're using Google Drive files in Zapier, start by adding a "Google Drive" step to your Zap to make the file shareable. Use the "Add File Sharing Preference" action to ensure the file isn't locked to your account. Next, format the download URL by inserting your file's "public" ID into the template below:https://drive.usercontent.google.com/download?id=YOUR_GOOGLE_DRIVE_ID&export=download         Use the "Add File Sharing Preference" action to ensure the file isn't locked to your account. Be cautious about sensitive data when/if sharing files publicly, ensuring that no confidential information is exposed.      Replace YOUR_GOOGLE_DRIVE_ID with your actual file ID. This will create a direct download link for easy processing: https://drive.usercontent.google.com/download?id=YOUR_GOOGLE_DRIVE_ID&export=download Result: Feel free to ask any question!  Team PDF-app 

2845
JammerS
1 month ago
K
kavinator91New
posted in Show & Tell
[GUIDE] Automate data extraction from PDF & images with Cradl AI into Google Sheets

Hi all! I’m excited to share a video tutorial of our updated Zapier integration from Cradl AI. In the tutorial, we automatically extract data from an email attachment in Gmail, and export the data to Google Sheets.Our email attachments will be receipts, but you can use other documents if you like (invoices, purchase order, shipping documents, etc.) Steps:Monitor a Gmail inbox for New email with Zapier. New email triggers Cradl AI to automatically extract data from the email attachment using Cradl’s AI model (+ Google Gemini if you enable it).  The extracted data is exported into Google Sheets if the extracted data is correct. If the extracted data is incorrect, it will be exported once you have corrected it (human-in-the-loop review). Here is the step-by-step video tutorial: And here is a peek of how easily you can build a no-code mobile receipt scanner app based on what you learn from tutorial: About Cradl AI:Cradl AI offers an AI-powered data entry experience where you rely on no-cod

231
SamB
Community Manager
1 month ago
SamB
Community Manager
SamBCommunity Manager
published in Show & Tell
How to submit a Google Form response using a Webhook

Hey friends! Want to have a Zap submit Google Form responses? And have those responses appear in the list of form responses in Google Forms, as well as in the connected Google Sheet?Well, I have good news for you! After some digging through Google’s API docs, I figured out a way to do that using a Webhook action. You’re welcome ;-)Requirements How to get the URL for your form How to get the IDs for each form field Setting up the WebhookRequirementsIn order to set up the webhook we simply need to know two things: The URL for your Google Form The IDs for your Google Form fields  Don’t know how to find that info? No worries, we’ll be covering that next...How to get the URL for your formIn Google Forms, click on the eye icon to preview your form: This will open the form in a new tab. In the address bar you’ll see the URL for your form: How to get the IDs for each form fieldA easy way to get the field ID is to use the pre-filled link option. To get the pre-filled link, when editing your G

19888
SamB
Community Manager
1 month ago
Wemakefuture
WemakefutureZapier Expert
posted in Show & Tell
August Updates: New Features, Improvements, and More!

Hello Zapier Community!  We’re thrilled to share some exciting updates. Here’s what we’ve been working on this month: 1. The Phone Number ValidatorSay goodbye to invalid phone numbers! Our Phone Number Validator endpoint is now live and ready to help you ensure that every phone number in your Zaps is accurate. Whether you’re verifying customer contacts, cleaning up your database, or just making sure everything’s in tip-top shape, this new tool will save you time and headaches. 2. Zapier Quality Push  We believe that great things can always get better. That’s why we’re doing a Quality Push across our existing endpoints on Zapier. We’re tightening up performance, ironing out any kinks, and making sure that everything runs as smoothly as possible. It’s all about giving you the best experience with the tools you rely on. 3. New Ticketing SystemNeed help? We’ve got you covered with our New Ticketing System. It’s designed to make getting support quicker, easier, and more transparent. From no

110
Wemakefuture
2 months ago
R
RaZZ MaTaZZBeginner
posted in Show & Tell
Extracting a .csv from an email for beginners

This is an easy 2 step process for those struggling to retrieve an attachment and utilize that data. FIRST - Make sure that you are retrieving a .csv file and not .xmlx file. Zapier tools don’t play well with .xls or .xmlx to my finding.Select your email source (Gmail for me) and choose “New Attachment”. Your trigger will be where that email is coming from ie Inbox or a specific label. Then input a search string that matches the title for that specific email. Once you have located the record you need. Add the next step and select Formatter by Zapier. Select utilities and choose import CSV. For the CSV file, select “Attachment: Exists but not shown”.From there I chose to put that data into a Google sheet as my terminus. If you are adding to a spreadsheet be sure to add the columns that relate to your data first before selecting the document to parse to. Then just plug in the corresponding line items to the columns that have been created and test your Zap.This has saved me time from copy

471
JammerS
2 months ago
JoseMendioroz
JoseMendiorozBeginner
posted in Show & Tell
Ensuring Zaps Finish Successfully Without Task Consumption on Unused Paths

Use Case:The challenge is to configure a Zap where one path completes specific actions, while another path should finish the Zap as successful without consuming tasks. The difficulty lies in preventing the Zap from being marked as "filtered" when a filter is used or avoiding warnings that require additional steps when paths are employed. Problem Overview: In scenarios where a filter is applied, the Zap may end as "filtered," which is not ideal when you need the Zap to be marked as successful. Using Paths allows for different conditions to be executed, but ensuring the second path does not require additional steps or consume tasks can be tricky. Initial Considerations - Filter vs. Paths: Filters: While filters can be used to manage conditions, they may leave the Zap in a "filtered" state, which doesn't indicate success. Paths: Paths provide the flexibility to handle different conditions, but ensuring the second path does not require additional steps or consume tasks can be tricky.

80
JoseMendioroz
2 months ago
PaulKortman
PaulKortmanZapier Expert
published in Show & Tell
Using Spreadsheet-style Formula to combine multiple variables into one

My team and I seem to run into this alot with CRMs that have multiple fields for email addresses. Take a look at this screenshot:We're not 100% confident that the Home Email will always have an email address, yet in the next step we need an email address for this lead/contact. So here's the tip I use to solve for this issue. Add a Formatter - Numbers - Spreadsheet-Style Formula stepAnd I use the below formula, remember when dealing with strings or string values in Spreadsheet-style formula you need to surround the values with quotes. if("{{mobile_email}}"="",if("{{home_email}}"="","{{work_email}}","{{home_email}}"),"{{mobile_email}}")In English, that formula says if mobile_email is empty, and home_email is empty use work_email, if mobile_email is empty but home_email is not use home_email, if mobile_email isn't empty use mobile_email.In it's current version that formula doesn't test for if wo

35382
C
2 months ago
R
ReyMLNew
asked in Show & Tell
Zapier Certification

Hi, Is there any update on the Zapier Certification Program? Would there be like Zap Automation Architect/Engineer/Developer Associate or Zap Administrator or something?I’ve paid for AWS and Azure certs and I don’t mind paying if Zapier has it too.Bubble.io cert is paid. Other platforms are free. Best,

4362
R
2 months ago
D
danielle879235Beginner
asked in Show & Tell
Workaround for Google Sheets updated rows duplicating info

HiWe have a few automations with gsheets. Whenever someone sorts the columns or moves rows, zaps go crazy. I have tried every such workaroundIs there anything new to overcome this? Even asking the employees to let me know when its happening, still doesnt always work. I was thinking, can i create a tab in the gsheet that is a simple on/off and when the cell turns to off, the zap will trigger itself to turn itself off. Is this possible? If not, is there another workaround? we dont use airtable or zapier tables. i even tried having zaps send to airtable or zapier tables and then zap from there, but it still duplicated and didnt do the job

173
Troy Tessalone
2 months ago
R
RicosetiawanNew
asked in Show & Tell
percakapan

Bahasa Indonesia:

134
R
2 months ago
A
Andrew Recruit10Tinkerer
posted in Show & Tell
Microsoft PowerApps Dataverse custom tables in Zapier using API Request in Microsoft Dynamics 365 to GET, POST & PATCH

I’m writing this summary because it took me a bit of effort figure this out and I could see that a lot of people are trying to do this, but I couldn’t find the basics.I’ve built a bespoke Microsoft Dataverse database for a PowerApps app and I want to access it from Zapier to SELECT/GET, INSERT/POST & UPDATE/PATCH.The good news is that Zapiers API Request in Microsoft Dynamics 365 App does the job easily when you know how. We DON’T have a Dynamics 365 subscription, but I noticed that each DataVerse DBs Web API endpoint URL is a Dynamics.com URL so I tried it and it works.SetupFor all three tasks the setup is basically the same.Use the built in Microsoft Dynamics 365 Zapier App Chose the API Request Event type   Authenticate through it’s built in OAuth2 setup Put the DataVerse DBs Web API endpoint URL, plus you’ll need to add the “logical name” of the relevant table on the end of the API Endpoint URL (see example below). You can get the API Endpoint URL from your specific PowerApps

2671
SamB
Community Manager
3 months ago
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
Monday Automation to Zap Webhook

Monday Automation to Zap Webhook Contribution by Troy TessalonePremier Certified Zapier Expert at Automation Ace. App: Mondayhttps://zapier.com/apps/monday/integrations#triggers-and-actionshttps://zapier.com/apps/monday/help If your are trying to trigger a Zap from a Monday Automation, you can use a workaround with webhooks!In Monday, on a Board, go to Integrate OR Automate, and search for “webhook”.Select the desired automation to configure the logic and add your Zap trigger webhook URL. (more info below)https://support.monday.com/hc/en-us/articles/360003540679-Webhook-integration  ZapTrigger: Webhook - Catch HookThis will generate a unique Zap webhook URL to configure in the Wix Automation action.https://zapier.com/apps/webhook/integrations#triggers-and-actionshttps://zapier.com/apps/webhook/help  

180
Troy Tessalone
3 months ago
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
Custom Stripe Triggers via Webhooks

Custom Stripe Triggers via Webhooks Contribution by Troy TessalonePremier Certified Zapier Expert at Automation Ace. App: Stripehttps://zapier.com/apps/stripe/integrations#triggers-and-actionshttps://zapier.com/apps/stripe/help If your are looking for additional Stripe trigger events, there is a workaround with webhooks!In Stripe, configure here: https://dashboard.stripe.com/webhooksList of available Stripe events: https://docs.stripe.com/api/events/types  ZapTrigger: Webhook - Catch HookThis will generate a unique Zap webhook URL to configure in the Wix Automation action.https://zapier.com/apps/webhook/integrations#triggers-and-actionshttps://zapier.com/apps/webhook/help  

170
Troy Tessalone
3 months ago
Wemakefuture
WemakefutureZapier Expert
posted in Show & Tell
New Updates on 0CodeKit! July 2024

Dear Zapier Community, It's been a while since we've connected, and we're thrilled to bring you some exciting updates from 0CodeKit! We've been working tirelessly to improve our platform and provide you with the best tools for your automation and development needs. Here’s what’s new: Updated Endpoints Our list of available endpoints has grown to over 100! This expansion gives you more options and greater flexibility when integrating and automating your workflows. New Interface Features We've introduced several new features to our interface to enhance your experience:  Code Editor: Say goodbye to plain text boxes! Our new code editor features syntax highlighting, variable colorization, and error detection. With AI support, even beginners can write and generate JavaScript code. Plus, it's integrated with Make, Zapier, and n8n for smooth script execution.  Usage Tables: Get a complete picture of your endpoint activities with our usage table. It tracks endpoint usage, credit consumption,

161
SamB
Community Manager
3 months ago
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
Wix Webhook Workaround

Wix Webhook Workaround Contribution by Troy TessalonePremier Certified Zapier Expert at Automation Ace. App: Wixhttps://zapier.com/apps/wix/integrations#triggers-and-actionshttps://zapier.com/apps/wix/help If your Wix Zap trigger is not working as expected, there is a workaround with webhooks!In Wix Automations, you can use this action: Send via Webhookhttps://support.wix.com/en/article/wix-automations-sending-data-via-webhook  ZapTrigger: Webhook - Catch HookThis will generate a unique Zap webhook URL to configure in the Wix Automation action.https://zapier.com/apps/webhook/integrations#triggers-and-actionshttps://zapier.com/apps/webhook/help  

911
SamB
Community Manager
3 months ago
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
Webhook Workaround for Gravity Forms

Webhook Workaround for Gravity Forms Contribution by Troy TessalonePremier Certified Zapier Expert at Automation Ace. App: Gravity Formshttps://zapier.com/apps/gravity-forms/integrations#triggers-and-actionshttps://zapier.com/apps/gravity-forms/help If your Gravity Forms Zap trigger is not working as expected, there is a workaround with webhooks!In Gravity Forms, you can use this Add-On: Webhookshttps://www.gravityforms.com/add-ons/webhooks/https://docs.gravityforms.com/triggering-webhooks-form-submissions/  ZapTrigger: Webhook - Catch HookThis will generate a unique Zap webhook URL to configure in the Wix Automation action.https://zapier.com/apps/webhook/integrations#triggers-and-actionshttps://zapier.com/apps/webhook/help  

241
SamB
Community Manager
3 months ago
Kalintro
KalintroBeginner
posted in Show & Tell
Introducing the PDF plugin "PDF-app.net" net Plugin for Zapier

 Hello ZapierCommunity, We’re excited to launch the PDF-app.net plugin for Zapier! Now you can super easily manage PDFs right in your Zapier zaps, without any coding.pdf512×512 9.73 KB Key Features:Create PDFs from HTML + JSON Data: Generate PDFs from your HTML and JSON data, including templates created at PDF-app.net. Extract Text from PDFs: Extract text from PDFs using templates that define specific data extraction areas, all managed within your PDF-app.net account.What is PDF-app.net?PDF-app.net simplifies creating, handling, editing, and sharing PDFs. It supports various file formats and offers robust tools to streamline your document workflows.Direct and easy (at least we hope so!)  Why Use PDF-app.net with Zapier?Easy Integration: Add PDF features to your zaps with a few clicks. Versatile File Support: Manage PDFs and other file types. Advanced Tools: Merge, split, compress, extract, create and convert PDFs. Secure Handling: Keep your documents safe with encryption. User-Friendly

881
Kalintro
3 months ago
Terms & Conditions