Show & Tell
Show off your Zaps, workarounds, and tricks. Tell others what you’re building with Zapier.
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Zapier Experts are certified consultants, freelancers and agencies that can help you do more with automation. They can help you improve processes, recommend applications and streamline your workflow. How to identify a Zapier Certified Expert?Zapier Certified Experts are distinguishable in Community via the Expert badge and title. These identifiers are visible on the Expert’s Community profile page and beside their name within any responses or topics they share in Community: How to get started and what should you ask an Expert you may be interested in hiring?We sat down with Zapier Expert, Andrew Davison of Luhhu to learn more about what to consider and prepare for your first chat. General questions that a client should consider before hiring an Expert or any third-party to assist with their Zaps are: What timezone are they located in? What their working process is (does this align with your own?) How will projects be managed and who will be the main point of contact? Timing is a
I discovered a new feature today (to me anyway) - the ability to export a json file of your zap set-up. To get there click on new info button next to zap title: This will take you to the following page: I remember there was a way to export this json previously but it was not so front-and-center. Now that more people will likely be exporting this file can anybody provide a mapping of the json elements with which apps are used etc? (at the moment the json is all very cryptic). If so, it may be possible to do build a zap feeding this data into a diagramming app like Lucid Charts with a pre-built template and have a cool visual flow diagram of every zap - something I’ve been longing for for ages!
Hi Zapier Community,As stated in the title, I’m looking to get an action to trigger after a year. To be accurate, I set up a learning quiz using LearnDash and I’m looking for a way to send an email a year after it gets successfully completed. Because LearnDash works well with Zapier, it would be convenient to find a way to solve my problem using it.Upon reading the documentation from this article, I understand that a delay can only be scheduled for up to a month in Zapier and I should look for another way to do what I want.However, if someone has an idea on how to bypass this or can recommend an alternative solution I would be grateful to hear it.
Hi there,I represented the Plumsail Documents team. Recently, we built a Zapier integration for document generation. We’re passionate about tools that save time, human resources, preserve you from repetitive routine:-)Plumsail Documents allows you to:generate documents from templates (Word, Excel, PowerPoint, HTML) auto-populate fillable PDF documents deliver the resulting files to the cloud, and much moreNow, with its integration for Zapier, it’s easy to connect your document generation to other apps like web forms, CRM systems, payment applications, and so on. For more flexibility and functionality, we’ve added support of line items. Now, you can insert multiplying values from line items to document templates. Please, give it a try. Personally, I’d appreciate your feedback and if you share some of your use cases. Regards,Anzhelika CherinaPlumsail team
Hey Everyone! I’m going to start making weekly videos about Zapier and automation. The first is about connect facebook leads to zapier. I often get asked how to do this which allows my clients to send their facebook leads to Google sheets, Mailchimp or any CRM. If you have questions or video requests, let me know below!
Hi there, I used to spend a lot of time working on monthly reports for the sales department, I know how painful and time-consuming it could be to create presentations from scratch. That's why I'd like to share one zap idea that will help you to automatically create PowerPoint presentations with charts and diagrams in just a few minutes. In Zapier it's possible to pass data, say, from web forms to the process which will populate a pre-made PowerPoint template with form entry data. For that, I use Plumsail Documents integration. It supports PPTX templates and it works like a charm. I just submit some data and get a ready presentation with visualization of this data. I used it in conjunction with Typeform. The same approach could be applied to generate presentations from CRM systems.
Hey everyone!Mailchimp - probably one of the most popular newsletter sending apps out there. And for good reason. It's easy to get set up, send great looking campaigns and get detailed reports on what worked, and what didn't.And, with Zapier, you can make Mailchimp even more powerful - a topic we've explored in our latest blog post: 4 Popular Mailchimp Zapier Automations Explained To summarise:1. Upgrade a form to Typeform, then add them to MailChimpTypeform allows you to make great looking forms - perfect if you want to collect a little bit more than just name and email addres - and don't want your users to get bored while they do it.2. Book appointments and meetings instantly with Calendly, then add them to MailChimpCalendly is a lightweight way to get your customers to book appointments with you. And if they're already doing that, you may as well take away some hassle and put them straight on your mailing list.3. Get leads on Facebook, then add them to MailC
How do you find a phone number or a username in the middle of a string? Sometimes you can use the Formatter Split text function, if the item will always be in the same place, but it’s not always that straight forward. That’s where the Extract Pattern function for the Formatter app comes in. You can find the Extract Pattern transform under the ‘Text’ functions for the Formatter. What it allows you to do is to find and extract patterns in text. The Extract Pattern function uses Regex to find the text that you need. Regex is short for ‘regular expression’ and it basically means that you’re giving a sample format for the step to find. You can learn more about Regex, including seeing a few examples in our blog post: How to Extract Email Addresses, Phone Numbers, and Links From Text Regular expression - Wikipedia The post also has some useful resources, like the Regex wikipedia page, which explains the syntax (rules) of Regex. Extract pattern is useful for pulling out user names, specific em
I work at a computer all day - I slouch, I slump, I droop, and I stoop. It’s not long before those cricks add up that only a good stretch can alleviate. I know myself, though - if I have a reminder to stretch at the same time every day, I’ll soon ignore it. So, I set up a Zap to remind me to stretch at RANDOM times of the day so I never know when it’s coming! It’s a lot harder to ignore surprises! This one’s an easy set up. It uses Schedule by Zapier as the daily trigger. Then, there’s a first Formatter step. It uses a pick list to randomize the time of the day - I’ve set it to select a random time between 9 AM and 5 PM. Next, it uses a Delay step to delay the Zap so you’re only notified at the correct time of day. It has one more Formatter pick list to randomly select from a list of exercise links that I found online. Lastly, it sends me a Slack message that includes the exercise links. You can check it out (and turn it on) here: https://zapier.com/shared/c05b3bc173ca41c4dbb40e4267d4
So, the need that we heard about was for Covid 19 screening forms for employees and visitors to US places of business. Every morning at 6 am the plan was to send out the forms to all employees who were on the list. They had to complete the form and if they were high risk based on answers then HR is notified. If they are low risk, they got a pass to show up. Solution: Zapier’s new schedule function as a Zap runs each morning at 6am. This Zap begins a workflow for the HR person to update the spreadsheet and click to run a google script! The google script pulled names and emails from the google sheet and sent over to OnTask. OnTask sent out the forms to all that were on the list to fill out and sign. Conditional routing in OnTask sent them to HR or gave them the all clear and reported this all back to HR. As U.S. businesses reopen, what are you all doing around Covid-19 contact tracing, screening, et cetera? Using Zapier for anything related to your plan?
The Challenge "I want zap that will make a Trello card change date monthly when I have done a task. Like a calendar reminder in emails that comes up every month on the same day every month" What this user wanted was to use Trello like a monthly reminder, without having to keep changing due dates. So the reminder on the 26th of the month would let her know it was due, then be changed automatically to the 26th of next month. She didn't even want the Trigger to be marking that card as complete. Just change it to the subsequent month, recurring. The Solution Trello has a Trigger called New Notification. When you are assigned a card or are subscribed to it, Trello gives you a notification 24 hours before that card is due. So if something is due on August 26th, Trello will tell you on August 25th. That triggers the Zap. We also want to add a filter to make sure the notification is one telling you a card is due soon. We could add a filter for the board or list if we needed to. We t
Now you can use Zapier to send tweets directly to a custom Alexa skill. I just used this to create an Alexa skill that reads out Naval Ravikant's best quotes. Say "Alexa, open Naval bot." https://www.amazon.com/dp/B0894Y2ZJY/?ref-suffix=ss_copy Here are the step-by-step instructions for how to do it: https://shoutworks.com/heres-how-to-automatically-publish-tweets-to-amazon-alexa/
Hey I’ve come up with a few different ways of building line items (e.g. for an invoice) in Google Sheets via Zapier, and I’m sure there are people out there who have done this better than me. Does anyone have any best practices here? If I have a non-standard number of line items, and I’m using line item support to build the invoice from a template in Google Docs what’s the best way you’ve found to do this?
If you're updating a Google Calendar event, any fields that you fill in the Zap editor will overwrite the existing information in the event. Although this is generally what you want to happen when you update something, sometimes you might want to add to a field, rather than overwrite it. A good example is if you want to add attendees to an event in Google Calendar. If you set up your Zap so that it only has the new Attendee/s (see below for an example), then any existing Attendees will be removed!To append to the list of Attendees (to add to it, rather than change it), you need to include both the original Attendees and your new Attendee in the Update Event step. To do that:Add a Google Calendar 'Find Event' search stepEnter the relevant details so that the Zap can find the event that you want to updateAdd the current Attendee/s on one line Click the Plus sign to add another box for the Attendees and add the new Attendee in the new boxIf you do that, both the existing At
When using this trigger you will see the option is "Liked tweet by a specific user":There is not an option for "triggered when anybody likes one of your tweets", which I would imagine is the more popular use case.Then you get to customization and a specific user is a compulsory field:Quick hack: Just insert "@" into that field and you will get all your liked tweets
Hey, Justin here from the Zapier blog. I thought I’d let you know that you can use Zapier to bring back Twitter’s SMS notifications, if you want to. I’d also like to ask for some help. I try to keep track of features that companies drop to see if there’s some way to use Zapier to bring them back, and this was a great little use case. Can you guys think of any more disappearing features? Maybe we can come up with more ideas like this together.
Hi all, if you're a Copper CRM user then this one's for you! Zapier's built-in integration with Copper doesn't support updating custom multi-select fields at the moment. So here's a post on how to get around that limitation, by using webhooks.https://www.optimi.co.nz/blog/2019/10/11/copper-crm-how-to-update-custom-multi-select-fields-via-zapier This gist of our post is this recipe which does most of the work with the native integration and the rest with web hooks:Set up your zap with a trigger and a Copper action stepGet your custom field definitions from the Copper APIHook up the Copper API to Zapier (via webhooks)Add a code step to format your multi-select data
Are you pulling phone number data in through a Zapier trigger and trying to format it before passing it into your Zapier action? I work at a scheduling company and was trying to solve this problem because people use all sorts of characters, like hyphens, periods, parenthesis, spaces, and so forth. To make sure all phone numbers are formatted the same way, we wrote a zap sequence that will work as an intermediary step between any two approved Zapier apps. The python-regex portion of this solution will strip out all the unwanted characters so that only a string of numbers remains. This solution works best if you are formatting phone numbers for a single country. If anyone gets through the article and has thoughts on how that could be improved, I’m all ears. I provide the regex script about halfway down the page, if you want to skip straight to it. Here’s a link to the medium article with instructions, explanations, and screenshots on how to set it up: https://medium.com/@ezra_695
Hello Again!Need to create a new Zap/Doc/Sheet/Slide, but don't want to waste time going to the homepage of the respective site, logging in, and then clicking 'Create a new X' or 'Make a new Zap'?Bookmark these links to auto-generate a new whatever you need and get straight to working!Zapier: https://zapier.com/app/editor/Docs: https://docs.google.com/createSlides: https://slides.google.com/createSheets: https://sheets.google.com/createWhat quick links do you use for other services?
So I made a Zap that reminds me every day at 3pm to stretch. I get a Slack message encouraging me to stretch, and I’ve added a 10-minute yoga video. I’m wondering if folks have ideas for how I can make this better! For instance, I was thinking about integrating my calendar somehow. I was also thinking about using Google Sheets to create a list of short Yoga videos, and have them attach to the Zap randomly. Get some variety in there. I’m curious if others have any thoughts! You can check out the Zap here: https://zapier.com/shared/a61511e8a48d79ccce17ff980e43a1e8eb6330d2
With Slack's new built-in automation tool Workflow builder... Meet Workflow Builder: the simple way to streamline tasks in Slack ...I've been thinking a lot about the ways in which we already automate tasks in Slack and possible new ideas along those lines. With Zapier being a fully remote company we rely on Slack for everything from team-wide announcements and project collaboration to water-cooler chat and sharing pictures of our pets! We use Zaps and webhooks to create bots to help us with tasks and also use third party apps to run things like stand ups and polls. How do you use Slack to automate things in your day to day life?
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