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Show & Tell

Show & Tell

Show off your Zaps, workarounds, and tricks. Tell others what you’re building with Zapier.

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nicksimardZapier Staff

posted in Show & Tell

Automatically Change the Due Date of a Trello Card, Every Month

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

J LivelyBeginner

posted in Show & Tell

Zapier integration with Google Analytics 4 (GA4)

Sunset date for Universal Analytics is quickly approaching and I don’t see a native integration in GA4 as yet. Supposedly, it’s still work in progress, but this isn’t leaving much time to get things reconfigured.I created a workaround using a “Custom Request” webhook if anyone is interested. Tested and works perfectly: Method: PostURL: https://www.google-analytics.com/mp/collect?api_secret=[API-SECRET-GOES-HERE]&measurement_id=[STREAM-ID-GOES-HERE]Data:{ "client_id": "SOURCE-DATA-GOES-HERE","user_id": "SOURCE-DATA-GOES-HERE","non_personalized_ads": false,"events": [ { "name": "EVENT-NAME", "params":{ "EVENT-PARAM-1": "SOURCE-DATA-VARIABLE-GOES-HERE","EVENT-PARAM-2": "SOURCE-DATA-VARIABLE-GOES-HERE","EVENT-PARAM-3": "SOURCE-DATA-VARIABLE-GOES-HERE","EVENT-PARAM-4": "SOURCE-DATA-VARIABLE-GOES-HERE" } } ] }Unflatten: Yes Pass as many variables as you wish. See GA4 measurement protocol for documentation and references to values.

CraigNet3Zapier Expert

posted in Show & Tell

How to Retrieve the HTML Version of a Google Doc for Dynamically Editable Email Templates

One of the best ways to send automated emails in Zapier is using an email template. This template can be hardcoded HTML in a send email action step using a Zapier email app such as Gmail or Outlook.However, having this email message hardcoded would be a pain to maintain since the Zap would have to be deactivated if a change to the template was required. Futhermore HTML isn’t user friendly. The person creating or editing the template would have to know how to write HTML code.Wouldn’t it be easier if this template was a beautiful Google Doc instead of HTML?But how do you get that Google Doc to spit out HTML when you need to send it as an HTML email? Here’s how.The first step is to ensure the Google Doc has a publicly viewable URL by sharing it with at least “Anyone on the Internet with this link can view”. Next copy the link. It should look like:https://docs.google.com/document/d/1-P9leFZWlzw93Rq5M4Gmsa5UinOgRp6wj7tpP6k7tXA/edit?usp=sharingFinally replace everything from and including t

Troy TessaloneZapier Expert

posted in Show & Tell

How to Hydrate a File with a GET Request

How to Hydrate a File with a GET Request to get the File Object 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 Related Topic: Dehydration Example Output Variable to Map CreditsTroy Tessalone is a Certified Zapier Expert at Automation Ace.

Troy TessaloneZapier Expert

posted in Show & Tell

TIP: Insert Timestamp into Zap Step with {{zap_meta_human_now}}

TIP: Insert Timestamp into Zap Step with {{zap_meta_human_now}} WhatUse a shortcut variable to insert the timestamp in a field when a Zap step runs. Articlehttps://zapier.com/help/create/customize/insert-the-time-your-zap-runs-into-a-field Timestamp formats are available:Friendly: {{zap_meta_human_now}} UNIX: {{zap_meta_timestamp}} UTC ISO-8601: {{zap_meta_utc_iso}} Other US Time Zones are available NOTESTimestamps can help with tracing and troubleshooting Timestamps can be used as cache busters

nicksimardZapier Staff

posted in Show & Tell

Trigger a Zap and play a custom sound (browser & mobile app)

Hey everyone!I wanted to share a quick tip about an app that I just discovered. I received a notification for this Reddit post in the Zapier subreddit. Vybit enables you to find a sound that will be played in your web browser and/or their mobile app when your Zap is triggered.You can check out the integration here: https://zapier.com/apps/vybit-notifications/integrationsWays I can think of that you could use this:have a specific sound when you receive an email from someone you deem important hear something like a cash register (or an airhorn) when your online store makes a sale trigger a Zap using Shortcuts in iOS to play a sound on demand (on someone else’s device, for example) play a siren sound 5 minutes before meetings, to make absolutely sure you don’t show up lateI’m sure there are countless other ways you could make use of this :)EDIT: I see that the Vybit team added their own post in the Zapier Community as well...probably should have checked for that first, haha.

GetUWiredZapier Expert

posted in Show & Tell

How to Rebuild RAW JSON for Code Blocks

THIS IS CONSIDERED ADVANCED and requires Javascript knowledge but solves the issue of rebuilding raw json and line items to use in code without compromising the integrity like a catch raw hook trigger might. Let’s say we have line items returned from a trigger and want to rebuild the original JSON structure to parse in a code block. As a sample, our line items look like the below which results in Zapier merging everything into like fields which can cause issues with null values, nested arrays, text that has commas. The solution! You can rebuild your raw json text structure using a Formatter step > Utilities > Line Items to Text. Take special consideration of preserving the field types. strings should be surrounded by double quotes “”, if a field was a line item you should surround it with square brackets [], etc… You should get back something that resembles raw json which can then be mapped into a code step surrounded by square brackets allowing you to use things like json.pars

nicksimardZapier Staff

published in Show & Tell

Looking to get website screenshots or generate images from templates? Check out these apps!

This week’s Workflow Wednesday article is going to be a little different. Rather than dive into a particular workflow I’m going to highlight some interesting apps I found in our directory. More specifically, these are triggers and actions that enable you to do some pretty nifty things with images/screenshots.NOTE: I haven’t necessarily tried all of these extensively, it’s not an endorsement of these particular apps, and this is by no means an exhaustive list. I just thought these could be handy for some of you.CloudConvertCloudConvert converts files between more than 200 supported formats: documents, image, spreadsheet, presentation, audio, video and more!Capture a WebsiteCreates job to capture a website as PDF or create a website screenshot as JPG or PNG.No advanced features here but when I’ve used this in the past it’s worked well. PikasoPikaso is a tool that lets you screetshot tweets.Screenshot TweetTakes a screenshot of a tweet.Providing a tweet’s URL, you can then produce images

Troy TessaloneZapier Expert

posted in Show & Tell

🤖 ZapBots: zapbots.zapier.com

🤖 ZapBots: zapbots.zapier.com ZapBots allow you to make bot apps that use AI. Video: https://www.loom.com/share/97ad1489c9a84e4795a19072db89c9c1?t=9 Examples: Ask AI / Try AIApps to Zaps: Enter your Apps to get Zap suggestions and steps.App Alternatives: Enter an app and get a list of alternative apps.App Associations: Get a list of apps that are associated for use in Zaps.

Damian Jones OnTaskNew

posted in Show & Tell

COVID-19 screening forms for a bulk list of employees

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?

Troy TessaloneZapier Expert

posted in Show & Tell

About the Zapier Referral Program

About the Zapier Referral Program Zapier does not have a Referral Program.

chanelleZapier Staff

published in Show & Tell

Airtable vs. Google Sheets - How To Determine Which Is Best For Your Use CaseF.A.Q.

This article is for you if: You're just starting out with Zapier and are looking to learn the fundamentals Determining which platform is best to host your data and set up your Zap Working with large amounts of data & collaborating with others TL;DR: Google Sheets and Airtable are cloud-based no-code tools great for working with remote teams. Both update in real-time and offer integration options. The key differences between the two are: field types, versatility, cost, and customizability. Airtable offers more options for data types and is a better pick for complex projects, while Google Sheets is free and easier to use. Google Sheets is great for limited data storage, while Airtable is better for big data and organizing information. The two platforms have limitations in customizing data presentation and setting granular permissions, but can be addressed through support. Ultimately, the best platform for you depends on your specific data needs.Hey there! 👋 Have you heard about Go

Liz_RobertsZapier Staff

posted in Show & Tell

Are you having trouble receiving emails from Zapier?

Try the below tips to help retrieve your Zapier emails:Check your email’s Spam folderTake a look in your Spam folder to see if the email has accidentally been sent there If you locate our emails, simply unmark them as spam and move them to an alternate folder (Inbox, Zapier, etc). This should prevent any future Zapier messages from being flagged by your email provider. You can also ‘whitelist’ the zapier.com domain so that any emails that end in Zapier.com will make it to your inbox. If your email is provided by your company, you may need to speak to your IT team about this.Search all of your emailsUse your email’s search function to look for any emails from an address that ends in ‘@zapier.com’. If you have rules that send emails to different folders, make sure that those from zapier.com are sent to your inbox. Confirm the correct email address is linked to your Zapier account:The email address used when you sign up for Zapier is your account email address. Zapier will send all alerts

SamBCommunity Manager

published in Show & Tell

How to submit a Google Form response using a Webhook

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

Troy TessaloneZapier Expert

posted in Show & Tell

How to get a PDF version of a Google Drive file such as Google Docs, Google Sheets, or Google Slides?

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

Liz_RobertsZapier Staff

published in Show & Tell

Tips on hiring a Certified Zapier Expert

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

GetUWiredZapier Expert

posted in Show & Tell

Dynamic Google Sheets Formulas

Figured this workaround out today but have been trying to figure this out for a bit so I thought I would share in case anyone else needed it! This is to create dynamic formulas that will calculate data as rows come in to google sheets. First use the create row step to create the row without the formula fields or with formula fields that are not dynamic. Immediately after this step, add another step to Update a Row. Use the custom tab to insert the row that was created in the previous step for the row to be updated then when you type in your formulas you can insert that same row Id where you would usually reference it in your formula. Voila! I hope that helps!

GetUWiredZapier Expert

posted in Show & Tell

A Simple Single Step Round Robin with Storage by Zapier and Code By Zapier

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

MarijnVerdultBuilder

posted in Show & Tell

Using Looping and Digest in one Zap

I love the new Looping functionality and for me, its usefulness is really amplified if you combine it with the Digest functionality. Here is how I used them together in one Zap with some tips & tricks along the way!The use case:Our Sales team wanted to be able to quickly see which users had either activated their account or logged into their account over the past X days on a client-level. Unfortunately, we didn’t have this data in our CRM (Hubspot) so that’s why I used Zapier. Steps:As my trigger, I used a Webhook which my Sales team could send themselves through Hubspot or Slack, and I would find all Associations with that client (unique identifiers of the users).The output of Step 2 are the ID’s of the users as line items which I would use for my Loop:All actions after this would loop and take only one of the line item values (ID’s).I then use this ID to lookup the user in our platform database, check if they have an account, and put them through two different paths:In the No-acc

ikbelkirasanZapier Expert

published in Show & Tell

[New Integration] Pause and Resume

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

ameurjBeginner

posted in Show & Tell

HubSpot deal triggers no longer include contact ids

Hello Guys i have found a way to associate deals with contacts (update : December 2020)

nicksimardZapier Staff

posted in Show & Tell

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!

ikbelkirasanZapier Expert

published in Show & Tell

[Integration Update] "Advanced Utilities" will allow you to find all matches for a RegEx

In this post, I’m happy to announce some updates to my Advanced Utilities integration. If you haven’t read my previous post where I introduced this integration, feel free to check it out here.The new update introduces a new action called Extract Pattern (RegEx) which as the name states, allows you to find matches for a regular expression in an input text.Unlike the built-in Formatter → Extract Pattern which will only return the first match, this action will find and return all matches. I noticed this feature was requested by many users so I thought it would be nice to add it to this integration.Extract Pattern setup allows you to toggle RegEx flags as wellExtract Pattern action returns all matches for the given regexMatch information as can be seen on Regex101 website for the same regexAlso, this update includes some improvements to the Run JavaScript Code action. In my previous post, I mentioned that there was an issue with code highlighting, this issue has been fixed with this update

ChrisPConnector

asked in Show & Tell

Zap setup JSON export mapping

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!

SamBCommunity Manager

published in Show & Tell

Uploading Zoom recordings to other apps

Welcome friends! Today we're going to be talking about how to upload Zoom recordings to other apps. Now, it may seem like an easy enough workflow but it’s one that can often lead to errors. Let’s take a look at how to set up this sort of workflow up and how to handle any errors you may come across!Setup requirements Selecting the file in your app How to handle multiple Zoom recordings? Uploading audio recordings Troubleshooting common errors Further readingSetup requirementsIn order to be able to send a Zoom recording to another app we need to make sure the recordings aren’t password protected. The Recording settings in Zoom need to be set as follows: "Allow cloud recording sharing” must be set to ON “Only authenticated users can view cloud recordings” must be set to OFF. “Require password to access shared cloud recordings” must be set to OFF. Selecting the file in your appNow that the recording settings are sorted you’re ready to pull in a sample recording from Zoom. If the recor

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