Show & Tell
Show off your Zaps, workarounds, and tricks. Tell others what you’re building with Zapier.
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BEST PRACTICE: Label App Connections when there are Multiple Accounts for 1 App Where are your app connections located?Here: https://zapier.com/app/connections Why?This will ensure you are selecting the correct app account when choose the account for your Zap steps.NOTE: Many apps will properly label the app connection once authenticated in Zapier. EXAMPLE
BEST PRACTICE: Label Zaps with the Unique ID from Webhook Trigger Steps What?If you use the Webhooks (Catch Hook) app event as the Zap trigger step, then this tip is for you! Why?This makes your Zaps searchable by the Unique ID from the Custom Webhook URL. Example
TUTORIAL: How to See the Available Triggers & Actions for a Zap App StepsSearch for the Zap app here: https://zapier.com/apps Select an app to view the profile page Example: Mailchimp - https://zapier.com/apps/mailchimp/integrations#triggers-and-actions Scroll to the section for “Supported triggers and actions”
WooCommerce is a very flexible e-commerce tool, and for some of us, that means using a variety of plugins with product options and extra fields that don’t necessarily make it through the usual Zapier interface.Here’s a solution which has worked for me reliably with several sites for several years. I hope some of you will find it helpful:Instead of using the Zapier feed, have WooCommerce send a New Order email to Zapier, and parse the subject line to extract the order number.Use that order number in a Code step along with the WooCommerce API to retrieve the entire order object. It will come in as a JSON string which you can parse and dereference to get everything your plugins provide.Yes, it will take a little exploration of the order object to get all the data, as different plugins structure the data in different ways, but the WHOLE ORDER is there. Nothing is missing, nothing is obscured.Have fun!
A colleague asked for my help to reduce the amount of steps it takes for those on the her team to setup an environment for new projects. These steps currently take about 2.5 minutes each time they get a new project. The steps include...1. Open appropriate Google Drive folder2. Name the folder by copy/pasting the project name3. Create a shortcut pointing to the original Quote Request sheet provided by client4. Create an internal version of the Quote Request prefaced with [INTERNAL] in the nameSo, I got to work and created a Zap which is triggered via an Alchemer form that the point person on her team fills out with the following information...1. Project Name2. Project Code3. Link to Quote Request Sheet4. Team member's emailZapier monitors Alchemer and once a form is submitted, it then does all of the above work on behalf of the form submitter. An email is sent to the submitter once the bot is done which includes a link to the new folder.Here's the diagram of the workflow…
We do a biweekly demo days meeting where our engineering team shows off what they have been working on. You might do something similar at your company.The engineering manager in charge of the meeting keeps all the Zoom recordings on one Guru card so that anyone who missed a meeting, or wants to review a previous one, can see them together.Over time, this manager found that he didn’t enjoy being nudged by coworkers when he forgot to upload the recording link right away, and he asked for my help. So I made this Zap! Hope it helps you, too.Guru does have a connector for Zapier, but it can’t update an existing card. You need to get a little fancy with Guru’s API for that. That’s why I’m making this post instead of a Zap template.You’ll need:A Guru API user token (if you’re not a Guru admin, your manager can request one) The ID of the card you want to update (which you can find with a different API call) A Zapier connection to Gmail To be the person who receives the recording from Zoom noti
This tutorial will teach how to auto-generate promotional graphics each time you add a new product to your Shopify store.ContentsWhat does this integration do? Example Image Select a template in Supportivekoala's template library Edit Template Get your Supportivekoala API key Make a Zap Set Trigger Create Image in Supportivekoala Publish photo to the Instagram feedThis tutorial will teach how to auto-generate promotional graphics each time you add a new product to your Shopify store.Promotional images can be a very valuable asset to your Shopify online store. You need some good creative content to advertise your products. If used correctly, they're a golden opportunity to showcase your products and get more sales!What does this integration do?This tutorial will teach how to auto-generate promotional graphics each time you add a new product to your Shopify store.You will send info between Bannerbear and Shopify automatically using Zapier. As your Shopify product catalog grows, Bannerbea
When text with a single quote ' is passed in a query to an app using SQL (or a similar query language) it can cause an error. This is because strings in SQL queries are delimited with single quotes. So, if a text string in a query contains a single quote, it will end the query early and result in a "Syntax error" or "MALFORMED_QUERY” error. Like this one from Salesforce:How to prevent these errors? There are a few ways to help prevent these errors: Option 1: Replace any single quotes used with two single quotes ''. Option 2: Escape the single quote using \'. Option 3: Remove the single quote if it's not essential to the meaning of the string. Option 3 isn't ideal by any means so let's just focus on the other two!Option 1Using '' escapes the second single quote so that it is viewed as an actual single quote in the text, instead of being an end to a SQL string. So you would escape the single quote like this:And if the value has two consecutive single-quotes, each one has to be escape
I’ve recently worked on a workflow for a couple of my clients in rental real estate and figured it’s worth sharing for inspiration. The typical qualification process with the agencies I’ve worked with were as follows: 100+ leads came in through StreetEasy, Zillow, and other popular websites each day. Every morning employees responded manually to each email that had come in with a series of questions to vet leads. Once the responses came in, employees rechecked numerous emails to see if any leads were qualified, many were not.This process worked to some degree, but it also wasted hours of valuable time, and the company lost qualified leads because of the time delay from inquiry to outreach. After all that effort, the many lost and unqualified leads hurt employee morale. Here’s how the agency works now after automating this workflow:Their system captures lead information (Parseur) and sends an automatic form with qualifying questions minutes after submission (Keap). The system capture
How to Get the PDF Version of a GDrive File (GDocs / GSheets / GSlides) Did you know GDrive automatically makes a PDF version of the file available? Simply search for “application/pdf” in the returned response data of the Zap step! Example: GDocs Example: GSlides
Goal: When a person registers for a NeonCRM event, I would like to automatically create the person as an attendee in Whova.I set up a workflow in NeonCRM to create a new, completed activity in the person’s individual account record in NeonCRM when the register for an event. When creating the zap, I can see my test activity and a few additional fields for the activity. I also authenticated to Whova & can see the current event.Issue: But, the ‘zap’ does not seem to be able to see the first name/last name/email field from the account that is associated with the activity; this is stopping the required fields from being passed to Whova to set up the new attendee in the event app.The first name/last name/email 1 fields are selectable in the field drop down, but they say ‘no data’.Question/roadblock: Can the zap not read the account fields the activity is tied to? How do I pass the account fields through to Whova?Solution:Between activity trigger step, and create/update in Whova step, add
Searched a lot for this but never found the end to end solution, so I’m sharing here. I have a case where I want to send an employee the results from a SQL Server query (table records) on a regular basis, but haven’t been able to piece it together until now. So here’s an overview I hope is useful for someone else out there: Trigger: Schedule by Zapier - running every week. Action: SQL Server - Find row via Custom Query for the results you want(e.g. SELECT * FROM SALESORDER WHERE Employee=”Betty” For JSON AUTO, INCLUDE_NULL_VALUES). - The trick here is to put “FOR JSON AUTO, INCLUDE_NULL_VALUES” at the end of your query. This returns a single JSON field for Zapier as a result and includes Null values (in case you have blanks).- Note: there is a character limit on this JSON field from SQL Server (~for me it was 2000 characters) so beware this won’t work with large tableset results - you’d need to do multiple queries and concat them later in Zapier - the 2000 character limit was enough
Update:We previously offered access to a custom TransferWise Zapier integration we built.Due to financial regulation issues, Transferwise has required us to discontinue that version of the integration.If you’re an existing user of said integration, it will cease to work at midnight on Jun 30th 2021.We’re still able to install a private version of the integration in your Zapier account for your own exclusive. If you’re interested in that, you can find more details here.
Hello friends! There can be times when an app integration doesn’t support certain types of fields (usually Custom Fields). Or sometimes fields are missing from the data we receive. While it’s not ideal, it’s not always the end of the world. In some cases you can use a Webhook action to access those fields. Freshdesk is one such integration, its Create Ticket action doesn't support custom fields. But we can get around this using a Webhooks by Zapier step.Obtain an API Key Double-check the custom field names Setting up a GET request Setting up the POST Request Further reading Wrapping up!Obtain an API KeyHow and where you’d find the API Key differs between each app. For this example I’m going to be using Freshdesk. To find your API Key in Freshdesk you’d need to go to the Profile Settings page and it will be listed on the right-hand side: Freshdesk - How to find your API keyDouble-check the custom field namesThe next thing we’ll need is the name of our custom field(s). I’ve set up a cust
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