Show & Tell
Show off your Zaps, workarounds, and tricks. Tell others what you’re building with Zapier.
- 273 Topics
- 615 Replies
Download a document from an email link URL to use in a zap
I’m posting this as a solution as no one else has (as far as I could tell).My use case is below, but this approach will work for anyone who wants to use Zapier to download a file from a URL in an email, i.e. in the email you receive, the file is NOT an attachment but is available to download via a link in the email. Using the Zapier mail parser you can grab that file and use it in zaps to do what you want with the file (e.g. forward as an attachment in an email, save to Google Drive, etc).The basic overview is this:Auto forward email → Email Parser by Zapier → Zap My problem was with Stripe invoices and receipts – I want to auto-forward the invoice and receipt PDFs on to Dext as attachments in emails (Dext automates the receipts getting to my accounting software, automating much of our bookkeeping). As Stripe doesn’t attach the documents to their receipt emails, I have to manually download them and forward to Dext – which, to me, is not acceptable in 2022.To start, you need to use Emai
How to build a Twitter and Instagram bot
I often find myself exploring faraway places on Google Maps. Sometimes I’ll land on a beautiful natural resource like the Grand Canyon or Half Dome in Yosemite, and I’ll notice a bunch of one-star reviews. Something about people who take the time to leave bad reviews of natural splendor is amusing to me. I thought perhaps others might find it funny as well.So, I decided to find a way to curate these bad reviews and share them with the world. Given I spend most of my social media time on Twitter, I landed on building a Twitter bot that tweets out my favorite of these bad reviews twice per day. I later on decided to throw an Instagram account into the mix since it’s a more visual medium.I am non-technical, so I needed to find a way to do it using low-code/no-code tools. When I dove it, it turned out to be surprisingly easy. Here’s how I did it.Collecting the reviewsThe most manual part of the process is finding and collecting the bad reviews from Google Maps. I created an Airtable spread
Odoo plugin date format error
Hi, there are already some topics in the forum dealing with this - and as it seems it is not fixed yet. We did encountered the same problem here - on a odoo self hosted zap with a datetime value we do get object of type 'DateTime' has no len() Part of the payload which is problematic is this one (i think so)<member><name>legal_basis_calculated</name><value><dateTime.iso8601>20220914T08:10:06</dateTime.iso8601></value></member> It seems that a change in the python xmlrpc lib has caused this, because we get this value in the function to_datetime (on odoo side):Got value: 20220914T08:24:05 of type: <class 'xmlrpc.client.DateTime'> And this function does not work with such an object type You can work around on odoo side with this monkey patch import xmlrpc.clientfrom odoo.fields import Datetimefrom datetime import date, datetime, timefrom odoo.tools import DEFAULT_SERVER_DATETIME_FORMAT as DATETIME_FORMAT@staticmethoddef to_datetime(va
[GUIDE] Using Airtable newly introduced Line Items Support
If you are using Airtable and integrating it with Zapier, then you always had the Line Items support problem! In this quick guide I will show you some cool tips and tricks on how to use the Line Items with Looping by Zapier. Previous Issue: A lead comes over from another app (or even from Airtable) and you want to send a text message to 5 of your Sales team so they can process this lead. There was no way to do that in the past (specially before the Looping by Zapier). Current Solution: Setup your Trigger to get the new lead from Airtable (or any other app you are using) Create step “Find Many Records (With Line Item Support) in Airtable” (Finally!!!) to find all Sales people in your Airtable. You will then get all the records that matches your search criteria (you can even use a formula to add more than 1 criteria) Create step “Create Loop From Line Items in Looping by Zapier” . In the “Values to Loop” part, add whatever values you will need from Step 2, such as Name, Phone Number,
Use Gmail to communicate with cleaning lady on Airbnb
GUIDE: Use Google Mail API to Create personnalized email to cleaning lady on Airbnb, Booking.com, HomeAway RESOURCESGoogle Mail Integrations :https://zapier.com/apps/gmail/integrationsZapier formatter :https://zapier.com/apps/formatter/integrationsZapier filters :https://zapier.com/help/create/customize/add-conditions-to-zaps-with-filters CONFIGUse the Gmail app in the search way in the email received fro your OTA Action Event: Custom Request in order get the information about the date of guest in the mail Method: In the Body plain field, get the several data about the arrival and departure date of the guest with the function Truncate Filter the zap with the function Only continue if with a filter on the date of the day and the date of the departure of the guest Send an automatic and personalised email to the cleaning lady with the information of the date of the departure of a guest
Use Gmail to communicate with guests on Airbnb
GUIDE: Use Google Mail API to Create personnalized email to Guests on Airbnb, Booking.com, HomeAway RESOURCESGoogle Mail Integrations :https://zapier.com/apps/gmail/integrationsZapier formatter :https://zapier.com/apps/formatter/integrations CONFIGUse the Gmail app in the search way in the email received fro your OTA Action Event: Custom Request in order get the information about the guest in the mail Method: In the Body plain field, get the several data about email and name of the guest with the function Find, Sub numbers and Truncate Formatting the data with the function Lowercase and Capitalize Send an automatic and personalised email to the guest with the data information
[GUIDE] How to loop through *all rows* in Google Sheets
This post will outline how to schedule Zapier to loop through *all rows* on a Google Sheet. *Bear in mind that Looping by Zapier currently has a limit of 500 iterations meaning this trick will only work for sheets with up to 500 rows of data. Step 1: Modify Your SheetFirst thing is first, you will need to modify your spreadsheet so Zapier has a way to figure out where your last column is and a way to look up each column while in the loop. Here is where ArrayFormula comes in handy! Add a column to your spreadsheet title ‘Row’. This column will fill itself with its own row number when there is a value in column A. If there is not a value in column A then the value will be “Blank Row”.Formula in C2: =ArrayFormula(IF(ISBLANK(A2:A),"Blank Row",Row(A2:A)))Step 2: Head back to Zapier and start setting up your zapIn this example, we will have Zapier run once a month on a scheduler (shown below)Once you’ve got your scheduler set up, step 2 of your zapier integration will be to look up the first
Creating a Custom Condition to Bypass Duplicate Error Message in Salesforce
Hey everyone! Shane here from Zapier Support. If turning off the Alerts isn't practical when you receive a duplicate error for your Salesforce setup, you can set up a custom condition to bypass the duplication rule. First, ask your Salesforce Administrator to create a custom field on the object(s) that you would need to send to Salesforce. We suggest calling this field Zapier Submission as a Boolean type. From Salesforce Setup, use the Quick Find box to find Duplicate Rules. Click on the rule name for the object you'd like to edit (for example, Standard Lead Duplicate Rule). Click Edit. Under Conditions, select the newly created field and set up the operator to not equal to a value of “True”. Repeat for both the lead and contact object. (view larger)Set the value for the “Zapier Submission” field in your Zap to “True.” (view larger)Any lead or contact sent to Salesforce will now be excluded from the duplication rule and allow you to keep the alert turned on.
Using Lookup Table to Pull Different Folders in DropBox (Not by Name)
I’m a beginner and this is a relatively simple process, but it took me a while to figure out so I thought I would share in case it is helpful. I have URLs from QuestionPro survey responses that I need to be converted to files and uploaded to DropBox automatically. However, I need them to sort into different subfolders based on the answer to a QuestionPro survey question, which is not in the folder name and we do not want it to be. The question asks what county the survey responder is from, and each subfolder needs to contain a subgroup of counties. In addition, there is a limit of 5 URLs that can be added to QuestionPro, but any number from 0-5 may be added, and all of these need to be uploaded to DropBox. I started with the QuestionPro new survey trigger in order to be able to pull the URLs and the county from each response. I then used the Zapier Formatter - Lookup table function under Utilities. I set the county answer as the lookup key, then typed in every possible county that co
Exclude Blank QuestionPro Survey Answers in Generated Google Doc
So in my other post I described how I set up a zap which creates a Google Doc from a QuestionPro response which includes the image of the signature by using HTML. The next problem I ran into was that 2 questions in the survey were formatted as tables and particularly long. They wasted a lot of space in the survey response document that was created when they were blank. So I needed to figure out a way to exclude or remove these questions from the response document when they were blank so the document was shorter. I am a beginner, but I thought I would include the steps I went through in case they are of any help. They may not be the most efficient way of accomplishing my goals. Try Number 1: The key words here are “exclude” or “remove.” I started by trying to figure out how I might remove that section of the html if the responses to those questions were blank. I intended to use Zapier formatting to find and remove the html for the blank questions after applying a filter that tests whet
Upload QuestionPro Response to DropBox as a PDF
For the longest time, I could not figure out a way to have QuestionPro survey responses upload to DropBox automatically as a PDF. I finally figured out a solution so I thought I would share and include my process in case any of the other steps would be helpful. I’m a beginner in Zapier so these are rough stabs at what I was trying to do. The DropBox zap allows you to create custom text files in DropBox. However, our surveys included signatures which needed to be included in the survey response. Try Number 1: QuestionPro has an email notification function which allows you to automatically send responses as they come in to any email you identify. I started by experimenting with this and having the email sent to the Zapier email, then I used Zapier formatting to pull the html and a HTML converter application to convert it to a PDF. Initially, the HTML converter created one long PDF that was difficult to read, so I used the Zapier Formatter to split the HTML into chunks before converting i
Announcing Zapier's new logo!
Hi Experts, have you noticed our new logo? We're happy to announce that Zapier has a brand new look. If you're interested in our brand updates, you can read the full rebrand story here . We hope you like our new glow-up as much as we do! If you do, feel free to spread the word by retweeting or sharing our news on LinkedIn. What's next: We'll send you an email on July 20 with the link to the rebranded Experts badges so you can update your website and other marketing materials. In the meantime, relax and enjoy Zapier's makeover. FYI: Nothing about the Zapier platform is changing. Your Zaps will keep running like they always have.
Integrate Telegram via Apify
As a follow up to the post I want to share my insights.You can integrate your personal Telegram Account and react on messages / group messages by leveraging the Apify platform, which is part of Zapier, and using the Telegram Scraper. Showing the Last Run of the Telegram ScaperShowing the Output in the Zapier previewDisclaimer: I am the developer of this Apify Actor.
Simplify your Filter steps by using the '(Text is in)' condition
If you’ve ever seen this option in a Filter step:… and you’ve wondered what the heck it is, I’m about to tell you :)The More Complex MethodLet’s say you want to see if a field contains one of several possible values. You could use multiple OR operators, but this can quickly become unwieldy and cumbersome.A Much Simpler OptionInstead, you can use (Text) Is In to check whether the value you’ve mapped is in the list of values that you specify. It’s cleaner, faster to create, and easier to maintain :)Hope this helps!
Bullhorn ATS Zapier Connection - "Cannot read property of 'args' field"
When trying to connect Bullhorn ATS in a Zap, after almost an entire year of a successful integration, it quit working with the error, “Cannot read property of 'args' field.”Thanks to a response from the Bullhorn customer support team and working with Zapier, the solution was updating my Bullhorn password to not include the special characters %, &, £, #, ? or *. After I updated my password, the connection was enabled again and all zaps seem to be firing. Posting in case this tip is useful to anyone else, as it is not self-explanatory and doesn’t seem to be documented.
[GUIDE] How to Trigger a Zap from a Twilio Studio Flow
[GUIDE] How to Trigger a Zap from a Twilio Studio Flow WhatHere’s a guide for how to trigger a Zap from a Twilio Studio Flow. Zap StepsTrigger: Webhook - Catch Hook This is generate the webhook URL to place in the Twilio Studio Flow Action: (up to you) Twilio Studio FlowsAbout Twilio Studio: https://www.twilio.com/docs/studioYou’ll need to first configure your Flow in Twilio Studio.ExampleTo trigger the Zap, you’ll use this Widget: Make HTTP Request Configure the WidgetSet the Widget Name Or leave a default value Set the Request Method to POST Set the Request URL as the webhook URL from the Zap trigger step Set the Content Type as Form URL Encoded You can leave the Request Body empty Add optional HTTP Parameters Screenshot below shows 3 that would come from a Twilio Studio Flow that is triggered by an Incoming Message (aka SMS) To From Message NOTESZaps Make sure to test your Zap Make sure to turn your Zap ON Check your Zap Runs to help you troubleshoot Twilio Studio Flow
Storage API: store.zapier.com
Storage API AppStorage by Zapier Zap Triggers/Actions: https://zapier.com/apps/storage/integrations#triggers-and-actionsHelp Articles: https://zapier.com/apps/storage/help REST API DocumentationReference: https://store.zapier.com REST API Endpointhttps://store.zapier.com/api/records REST API MethodsGET POST PATCH DELETE
GCal Daily Agenda to Slack
How to Hydrate a File with a GET Request
How to Hydrate a File with a GET Request WhatYou can use a Webhook - Custom Request (GET) method request to hydrate a file in a Zap. AboutDehydration, and its counterpart Hydration, is a tool that can lazily load data that might be otherwise expensive to retrieve aggressively.More Info Example Output Variable to Map CreditsTroy Tessalone is a Certified Zapier Expert at Automation Ace.
RSS to linked - Thumbnail or Post's image not showing Solution
Hello guys, I saw a post that talks about the same issue that I had, so I tested many stuff to make it work. The issue is that the RSS feed blog post’s image or thumbnail not showing on linked in on the Private profile, the company page it has already an option to show image so we are talking about the private profile here. The steps are: Create your 1st zap’s trigger like this: Trigger RSS > Select your social media > Action > Twitter (its working on twitter without any issue, thumbnails appears) Create a 2nd zap’s trigger: Trigger twitter > action > linked in > set up action: select Entities urls expanded url Basically you are telling zapier to share your blog post on twitter then to take post from twitter and share it to linkedin.
What to do if a ZAP APP doesn't have the TRIGGER or ACTION you are seeking?
What to do if a Zap app doesn't have the trigger or action you are seeking? Zapier ExpertsOften apps only expose their most popular/useful API endpoints (triggers/actions) and webhook events (triggers) via their Zap app integrations.However, the app trigger or action you are seeking may still be possible to configure by using an app’s API or webhooks.Integrating and automation with app APIs and webhooks is an advanced approach that involves technical concepts.For help configuring, consider contacting a Zapier Expert: https://zapier.com/experts Zapier SupportYou can submit a ticket via Zapier Support for the requested trigger/action to be logged in hopes that it will be included and made available in a future version of the app’s Zap integration.FYI: Most apps on Zapier are built and maintained by the app developers themselves, but Zapier keeps an internal list of app requests. WorkaroundsEmail parsing Parse emails for data points to trigger Zaps CSV files Upload CSV files to trigger Z
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