Show & Tell
Show off your Zaps, workarounds, and tricks. Tell others what you’re building with Zapier.
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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
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
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
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
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
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
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
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
We can now have up to five Paths in a Zap but, there are cases where five isn’t enough. And the thought of having to set up duplicated Zaps to handle more than five Paths isn’t ideal. It would be much easier to handle everything in a single Zap, right? That’s where the magic of using nested Paths comes in. Why use Paths and not a lookup table or Filter? Creating the Main Paths Adding the Nested Paths Name your Paths Further Reading Wrapping up!Why use Paths and not a lookup table or Filter?Well, let's say we want to trigger whenever someone enters a different stage in HubSpot. And we want to carry out different actions depending on the stage they're in. It's a simple enough workflow, but we’ve got a custom Lifecycle Stage set up with 10 different stages. Using a lookup table wouldn’t work here as different actions need to run for each stage. And we don’t want to use Filters as we'd have to set up 10 Zaps, one for each stage. We want a single Zap to handle it all. Paths is great for h
Have you ever wanted to just hit a button in Airtable to trigger your workflow -- instantly? Learn how in 4 minutes.Most people set up Zaps that have a built-in Airtable trigger. The problem is — these are NOT “instant”. They can take up to 15 minutes to fire depending on your Zapier plan. That’s insane.This video shows you how to do it INSTANTLY, with webhooks. Resources:• Airtable base (read-only): https://airtable.com/shr96FLWu0bQxPrhV• Airtable script w/ instructions: https://gist.github.com/arthurwuhoo/f...• Zapier workflow (read-only): https://zapier.com/shared/32be81f107c...
Hey all 👋, we're really thrilled to be able to share this with you - we've just raised our 1st funding round at Codemap! We want to say a huge THANK YOU to the Zapier community for all the support over the past year since our launch - what a journey this has been! Our story so far is just another proof of how game-changing no-code is - keep on building! 🙌With 2021 soon coming to an end, we also wanted to share a helpful resource and a showcase of what our community on Codemap has been working on over the past year and beyond - last week we released the largest curated database of 800+ no-code projects built by experts & teams on Codemap. The builds are categorized by types, stacks, and many more others key parameters, so you can discover what others are building with Zapier and how! Check out the showcase here to get ideas for your current or next build! Don’t hesitate to share any thoughts or feedback with us.Wishing everyone a great remainder of the year, happy holidays, and an
GUIDE: Use Calendly API to Create Single-Use Scheduling Links RESOURCESCalendly API Personal Access Token: https://developer.calendly.com/how-to-authenticate-with-personal-access-tokensCalendly API Endpoint: https://calendly.stoplight.io/docs/api-docs/b3A6MzQyNTM0OQ-create-single-use-scheduling-linkWebhooks: https://zapier.com/apps/webhook/help CONFIGUse the Webhooks app Action Event: Custom Request Method: POST In the Data field, replace the [uuid] with your Calendly Event UUID NOTE: You can find this by testing the Calendly Zap trigger for Invitee Created In the Authorization Header, replace with your [PERSONAL ACCESS TOKEN] Tips and Inspiration contributed by: Troy Tessalone - Automation Ace
GUIDE: Use Twilio Lookup API to Get Phone Number Info RESOURCESAbout Twilio Lookup: https://www.twilio.com/lookupTwilio Lookup API: https://www.twilio.com/docs/lookup/apiZap Webhook App: https://zapier.com/apps/webhook/help CONFIGApp: WebhookAction Event: GETURL: Replace [PHONE#] with the 10-digit phone number you want to lookupNOTE: Remove &Type=caller-name and/or &Type=carrier if you only want to do 1 lookup typeBasic Auth: Replace [Twilio Account SID] and [Twilio Auth Token](How to find in Twilio: https://www.twilio.com/blog/better-twilio-authentication-csharp-twilio-api-keys) RESULTS Tips and Inspiration contributed by: Troy Tessalone - Automation Ace
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