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Show off your Zaps, workarounds, and tricks. Tell others what you’re building with Zapier.
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How to never have to deal with asking for Google Docs permissions again.Here is the outline of our Zap:Zapier Outline of Google Docs & Airtable Permission Settings Automation1. TRIGGER: An Airtable form with a field to paste a Google Doc URLAirtable Form example Set the Action Event to: Add File Sharing Preference Google Drive Action Event: Add File Sharing Preference Choose your Sharing Preference: Add Zapier Text Formatter Action Step: Extract URL: Select your prefered ESP (Email Service Provider) for the Action. We’re using Gmail in this example. Let’s add the URL to the Body of the Gmail Action step: And here’s an example of a test email w/ the URL to a doc you can now edit: You can customize this any way you want. The key is having the Google Drive Edit Add File Sharing Preference permission Action Step. I hope this helps
So read a few people have this problem.I wanted a monday board that everytime it updated to only show the list of ones with the field “ready”. and when that changed to “closed”. delete it.That sheet is then viewed by people. But looks a mess with all the gaps from deletions I wanted to share a work around.I made another sheet using the importrange feature in sheets to pull all the data into this new sheet.Set up a filter on all columns and rows. remove blanks from one of the filters.There you now have a clean list. hope this helps someone in the future
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
In my ongoing series of Expert Hacks/Tips (lol) I wanted to show how we use three simple formatter steps to "count" the number of line items in any situation. We can even use this same methodology to "count" the number of line items that match a specific value or condition. Here's a video walk through with text explanation below. Loom | Send a video. Not a thousand words. Scenario:So we're jumping in the middle of a zap where you already have a line item (say from a new invoice trigger in Quickbooks). And you want to count how many different products are on the invoice, or alternatively you want to count how many products of type=shoe are on the invoice. To count type=shoe linesStep 1: Formatter by Zapier: Utilities: Lookup table. Use the "Type" as the inputPut "shoe" on the left of the lookup table and 1 on the rightLeave the Fallback Value emptyStep 2: Formatter by Zapier: Utilities: Line Item to TextUse the output of the previous ste
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
Zapier is great platform to use to take data from different lead sources and create follow up tasks or contacts in your company’s CRM. When creating these records, you can often assign the contact or task to a specific staff member so that they are in charge of the lead. But what to do if you have multiple employees working on leads in your company and you want to have a way to evenly distribute the leads as they are entered into your CRM or route them by email? This tutorial will walk you through an easy 1 step round robin set up using Storage by Zapier and Code by Zapier. Step 1: Authenticate a storage by Zapier account. Never used storage by Zapier? No problem! It’s a breeze to get set up. Head over to your Zapier App Connections Page: https://zapier.com/app/connections Click on ‘Add Connection’ then search for ‘Storage by Zapier’. A new window will pop up with a prompt to enter your store secret. You can use a UUID generator for this: https://www.uuidgenerator.net/version4. Make no
If you run out of inventory for a product, you might want to deactivate any Stripe payment links for that product until you replenish your stock. You can do that automatically by using the Stripe (Beta) app on Zapier. The workflow idea below suggests using a spreadsheet as the starting point. I’d use it to track the inventory automatically for each new order, so that I can know if it reaches zero. Zap 1Set up a Zap to trigger on new payment links on Stripe. Send them to a spreadsheet, alongside product details (so you can search for them later). Zap 2Set up a Zap that triggers on another spreadsheet where you keep track of inventory (or another app that can track inventory, like Shopify). Make sure to have details that can be matched to the spreadsheet on Zap 1! Add a Filter step to check if the inventory has reached 0. The next step will search for the product in the spreadsheet attached to Zap 1 and return a payment link related to it. You can then use the “Deactivate a payment li
How to get the CSV Version of Excel/GSheet (XLS) File using GDrive Did you know GDrive automatically makes a CSV version of an (Excel/GSheet) XLS file available? Simply search for “text/csv” in the returned response data of the GDrive Zap step!
Set Attachment Filename with the Airtable API (PATCH) PURPOSEUse the Airtable API to make a PATCH Request that will set the filename for a new file in an Attachment type field. PREPGet your Airtable API Key: https://support.airtable.com/hc/en-us/articles/219046777-How-do-I-get-my-API-key- Get your Airtable Base ID: https://support.airtable.com/hc/en-us/articles/4405741487383-Understanding-Airtable-IDs Get your Attachment type field name. NOTE: If you change the name of the Attachment field, then the Zap will break. NOTESThis can only be used to create new files in an Attachment type field. Cannot update existing Attachment file names. This will replace existing files in the Attachment field. Review help article with how to send files in Zaps: https://zapier.com/help/create/basics/send-files-in-zaps CONFIGFor the Action step App, use Webhooks: https://zapier.com/apps/webhook/help For the Action step Event, use the Custom Request option Set the Method to PATCH In the URL Replace [APP_I
TIP: Create unlimited unique task-specific email addresses with Gmail Gmail Article: https://support.google.com/a/users/answer/9308648?hl=en WhatQ: Do you want unique Gmail email addresses without having to create multiple Gmail accounts or aliases for specific tasks?A: Simply add a plus sign (+) and any word before the @ sign in your current email address.Messages will still reach you, and you’ll have an infinite amount of emails for different purposes. ExamplesIf your Google Workspace email address is firstname.lastname@example.org, then you can:Sign up for newsletters with email@example.com. Let prospective clients or customers contact firstname.lastname@example.org. Allow team members to surface urgent issues in your inbox by contacting email@example.com.You can even combine these addresses with filters to automatically label and sort your messages. (read more below)For instance, filters can automatically archive and apply the News label to all incoming newsletters sent to firstname.lastname@example.org
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
[guide] Move GDrive Folder with Move File Action TIP: The GDrive Move File action can also be used to move a GDrive Folder! Zap action step configuration settings.For the File field simply insert a GDrive Folder ID. (This can be found in the browser URL.)For the Folder field select the destination Folder of where to move the desired Folder under. Tips and Inspiration contributed by: Troy Tessalone - Automation Ace
Hi,I’ve successfully connected my SQL database (new row detected) to create a new row in a gsheet.My SQL Db is updated in batch, so a dozen or so rows are created at once.The zap then run X amount of time to add rows in the sheet. Is there a way to do a batch that would zapp all rows at once and save up on the numbers of task ?Maybe with a utility which would act as a tampon ? Thanks
Hey Zappers!Have you ever wanted to embed an image somewhere, like on a website or in a blog post and then update it automatically?Some possible use cases:a weekly updated graphic showing progress of some sort the most recent member to join your community a screenshot of some sort (a tweet, Instagram post, etc)Using Google Drive to Host the ImageThis can likely be done with other services, like Dropbox, but in this example we’ll use Google Drive because I know it has a Replace File action.Make the Image EmbeddableThere are a few steps required:Upload the graphic to Google Drive Share it so that “anyone with the link” can view it Add the ID of the image at the end of this URL: https://drive.google.com/uc?export=view&id= Use some basic HTML to embed it: Update It with a ZapNow that we’ve got the image uploaded and embedded, let’s see how to replace the file in-place, so that anywhere you’re displaying it, it will be updated.Getting the New ImageThis part will be different for ever
I’d never used the Zapier Formatter and just figured out how powerful it is! I used it to take a record from Airtable to fill in personalized details on a certificate, request a signature, and send the signed certificate to the recipient. Here is how I did it in case you’d like to do the same! The key is using the Zapier Formatter to format a JSON payload (with data from an Airtable record) into a URL string. The url string can then be used to create a unique Form UI URL for an Anvil Workflow, which will complete the PDFs and request signatures. Pretty straight forward, but it did require two Zaps. Zap 1: Pre-fill the Anvil Workflow with Airtable data and send to SignerTrigger = New Record in Airtable [Optional] Action = Find record in Airtable (this is to look up an email from related record) Action = Formatter / Text / URL Encode. This is the “tricky” part (although I’m clearly not an engineer and figured it out!). I grabbed the sample JSON payload from my Anvil Workflow (which
Want to use Twilio to send SMS messages / text notifications? In this tutorial, I’ll show you: How to Setup your Twilio Account How to Purchase a Twilio Number How to Connect Your Twilio Account to Zapier How to Trigger & Send a Twilio Message from a Zapier WebhookWhat happens when someone replies to one of your Twilio messages? I’ll also show you how to create a custom Twilio Studio Flow to: Forward inbound messages to your phone number Reply with a custom response to the number that texted you WATCH: How to Send Text Notifications with Twilio and Zapier
My goal: I want my tablet to always be displaying the task from my schedule. So if it’s noon, it’s displaying my noon task, 1pm? my 1pm task. I want this to be visually pleasing and to break out of the “heres my outlook calendar” monotony. I was curious on if anyone had any ideas of how I can utilize Zapier for this task? Having it pull from google sheets or outlook was my first thought, but it’s the “display” aspect and the automatic updating I’m struggling to integrate
[GUIDE] How to use the Monday GraphQL API in Zaps with the Webhooks App PurposeHow to use the Webhooks app to interact with the Monday GraphQL API in Zaps. App: WebhooksTriggers/Actions: https://zapier.com/apps/webhook/integrations#triggers-and-actionsHelp: https://zapier.com/apps/webhook/help Monday APIMonday API Documentation: https://api.developer.monday.com/docs GraphQLWhat is GraphQL?GraphQL is a flexible query language that allows you to return as much or as little data as you need.Unlike REST APIs where there are multiple endpoints returning different data, GraphQL always exposes 1 endpoint and allows you to determine the structure of the returned data. (https://api.monday.com/v2)In GraphQL there are 2 possible operations:queries mutationsA query performs the READ operation and does not change or alter any data.A mutation is a special type of query that performs the CUD (Create, Update, Delete) operations to modify your data. GraphQL Visual Interface (GraphiQL) is an in-browser
⚠️ Points of Failure for Zaps Zaps have 3 Points of Failure:Apps used in Zaps If an app used in a Zap step has issues Check the App’s status page. Example for Airtable: https://status.airtable.com Zapier infrastructure If infrastructure used by Zapier has issues Check the Zapier Status Page: https://status.zapier.com Human interference If a human modifies a Zap Check the Zap > Details ( i ) > Change History OR If a human modifies elements in an App that are relied up by the Zap Check the history logs of changes in the app (if available) TIP: When in doubt, test it out!
[GUIDE] How to Trigger a Twilio Studio Flow from a Zap WhatHere’s a guide for how to trigger a Twilio Studio Flow from a Zap. Twilio Studio FlowsAbout Twilio Studio: https://www.twilio.com/docs/studioYou’ll need to first configure your Flow in Twilio StudioExample Zap StepsTrigger: (up to you) Action: Webhooks - POST See below screenshots and bullet point for how to configure This will be used to trigger the Twilio Studio Flow via a REST API In the URL, replace the url with the REST API URL from your Twilio Studio Flow Trigger node. In the Data, for For To, replace the static “+11234567890” For From, replace the static “+11234567890” For the Basic Auth Replace $TWILIO_ACCOUNT_SID with your Twilio Account SID Replace $TWILIO_AUTH_TOKEN with your Twilio Auth Token Leave all other fields blank or set to the default values Twilio help article: https://www.twilio.com/docs/studio/rest-api/v2 NOTESZaps Make sure to test your Zap Make sure to turn your Zap ON Check your
💯 Zaps Every Zapier Account Should Have ON These Zaps will monitor what matters most for you! AppsMonitor the Apps being used in your Zaps.Trigger: App Status - New or Updated App Incident Action: (up to you - e.g. Slack, Email, SMS) ZapsMonitor your critical Zaps.Trigger: Zapier Manager - Zap Turned OFF Action: (up to you - e.g. Slack, Email, SMS) TasksMonitor your Task usage.Trigger: Zapier Manager - Task Usage Limit Reached (90%) Action: (up to you - e.g. Slack, Email, SMS)
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