Show & Tell
Show off your Zaps, workarounds, and tricks. Tell others what you’re building with Zapier.
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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
I have been trying to figure out how to copy my Zoom recordings to Vimeo and although there were several topics on it, they made it more complicated than it needed to be, and didn’t give you the ability to easily name your Vimeo video something from Zoom. You can do it in 1 Zap. Zap Steps For Google Sheets I created 2 columns, one form the Video DL URL, the other for the Topic from Zoom (which I am actually getting from another Zap with YouCanBook.me and Zoom. Google SheetsI put a delay in just to make sure it is written to Google Sheets before trying to copy it to Vimeo. The last step was to then upload it to Vimeo. I used the Video URL from the above step from Google Sheets, and the Topic I grabbed from Zoom.
[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
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
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
Jesse Parker (Zapier's Community and Expert's Program Manager) and Heather Satterley (Certified Zapier Expert) join Kellie Parks to talk about how to automate and scale your business using systems thinking, process management, and of course, Zapier.Kellie is a session leader at Calmwaters Cloud Accounting and also runs a large Facebook community called "The Workflow Wateringhole" (https://www.facebook.com/groups/TheWorkflowWateringhole) where members discuss apps, systems, processes, workflow automation, and best practices within the realm of the accounting community. Heather Satterley is an Intuit top 100 ProAdvisor and Certified Zapier Expert who helps accounting professionals and small business owners streamline their business processes through her own business, Satterley Training & Consulting: https://satterleyconsulting.com/. If you're interested in streamlining your processes and are interested in working with a Zapier Expert, you can view a Zapier-approved list of professio
Hi all!I wanted to show you a few ways to integrate SalesLoft into your workflow. While there isn’t an “official” SalesLoft integration at the moment, we’re big fans of the workaround. And as it turns out one of the best ways to get a workflow up and going when an “out of the box” solution isn’t readily available is by using Webhooks by Zapier. Here are a few resources for brushing up if it’s been awhile or if you’re just getting started: What are webhooks? Trigger zaps from webhooks New lead in SalesLoft to Slack notification Create new lead in SalesLoft from a formLet’s get into it!In order to achieve this, we’ll be using SalesLoft API. There are a variety of ways to implement their API and you can make it as fancy as your heart desires. Today we’re focusing on some more straightforward workflows. New lead in SalesLoft to Slack notificationFirst off, say you’d like to be notified anytime a new lead generates in SalesLoft. Trigger - Webhooks by Zapier - Retrieve PollThe initial set
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
Hi All,I recently launched a new integration app on Zapier. Vybit sends distinct, custom sound notifications that you create by choosing from thousands of possible sounds (from freesound.org). The idea is that the specific notification sound itself tells you exactly what Zap trigger fired (and if making the effort to grab and look at your device for the notification details is warranted). Vybit is free and it also works with anything that has outbound webhooks. Please check it out including the Zap Templates, I think you will find it super useful! Questions and feedback are very welcome! Thanks, BradyVybit on Zapier
As far as I can tell, there are scant few QR Code generating apps that integrate with Zapier.I wanted to generate static QR Codes. i.e., I don’t need them to link to a website that can then be redirected later.I wanted to generate LOTS of QR Codes. Which made this model fundamentally incompatible with a service that limits you to a couple hundred codes a month.So I made a really really simple app that uses the “.toString()” function of node-qrcode to generate codes. They work fine as long as it goes into a fixed-width font with zero space between the lines. Perfect for using with a Google Docs template. I’m pretty sure you could get this into an email as well.I don’t really have time to dedicate to supporting this, but here’s the private integration link: https://zapier.com/developer/public-invite/156999/3eedef2f10cb6f2f0f2beeff204733de/Here’s a screencast with Google Slides (I use 8pt Courier in this demo.)
Hello everyone,Back with another integration. This time inspired by this question and since this feature isn’t supported by the built-in Storage app, I decided to make a custom one.Introducing KV Store, a custom Storage integration that uses the Zapier Storage REST API behind the scenes and supports an instant trigger for when a value is created or updated!Currently, it only supports the following triggers and actions but I will be adding more in the future.Triggers: New or Updated Value Actions: Set Value Invite link: https://zapier.com/developer/public-invite/124310/02e450e492d94e83e4480ba74499384d/ ZAPIER SAYS: This is an invite-only integration, created by a dedicated member of the Zapier Community. It is not publicly available, nor is it created by Zapier directly. Any questions/suggestions should be addressed to the creator, as they would be the best person to act on the feedback Thanks@ikbelkirasan for your hard work and for sharing with the community!
[guide] How to Trigger Zaps at ANY Time with Slack Reminders RemindersReminders are great!Reminders get info out of your head and prompt you when scheduled.If you’re using Slack and not taking advantage of their Reminders feature, then you’re missing out!(Read more about Slack Reminders: https://slack.com/help/articles/208423427-Set-a-reminder) AppsThese apps will be covered in this how to guide for scheduling Zaps to process at set dates and times.Delay by Zapier Schedule by Zapier Google Calendar Webhooks (ADVANCED) Slack Use CaseYou want to trigger a one-off Zap on command at a future time. (Slack) You don’t want to trigger the Zap now. (Webhooks) You don’t want to trigger the Zap on a set schedule. (Schedule by Zapier) You don’t want to clutter your GCal with Events that trigger Zaps. (Google Calendar) You may want to have your Zap triggered +/- 30 days in the future. (Delay by Zapier) SolutionSlack Reminders to the rescue!Plus, Slack is free to use.See options below for the differ
ROI of AutomationQ: Wondering about the ROI, value proposition, and justification for automation?A: This will put that into perspective...BenefitsSome benefits include…ROI (Return on Investment) Speed Time saving Accuracy Lower Overhead EXAMPLEConditions(Feel free to swap out the numbers and adjust the math)Zapier Starter plan costs $20/month paid annually ($240/year) Zapier Starter plan comes with 750 Tasks (Zap trigger steps don’t count as Tasks) You use all 750 Tasks in a billing cycle (9,000/year) [$0.04 per Task] Each Zap action step saves you 30 seconds (6.25 hours per month and 75 hours per year) [make sure to factor in context switching, rework, etc.] You value your time at $100/hour If you do those 75 hours of work, then that’s the equivalent of $7,500/year.If the Zaps do the work of those 75 hours per year, then that costs $240/year.That’s a net return of $7,260/year. (30.25x increase) Plus, you now have 75 hours of time during the year to devote to other jobs that can possib
Posts in this category should be conversational in nature, meaning that you’re not looking to get help from anyone or ask questions. It’s meant to offer a place to share tips, tricks, use cases, best practices, and workflows with your fellow Community members.You might be thinking…But, I don’t know enough to bother sharing.Not true! Everyone is capable of providing information, because nobody else has the precise experience and ideas that you do. Also, there will always be someone who is less experienced with Zapier than you and who could benefit from your knowledge Share something you could have benefited from last week.Everyone else probably already knows what I’m thinking of sharing.There is SO much to know about Zapier, combining different apps, using advanced features, coming up with clever workarounds, etc. Don’t assume that your ideas are common knowledge. You might be surprised at how many people you can help by sharing!What if what I share isn’t accurate?That’s not the end of
Hi everyone!I wanted to share how I use Zapier with the company I work for. The following links are Youtube videos that show 8 different Zaps that I currently use on a daily basis. Video 1: https://youtu.be/EmEflcWo3TYVideo 2: https://youtu.be/UmfvlvSbkv8 I also created other videos on how to make a basic zap and how to use webhooks.
The folks over at IPinfo let me test out their new Zapier integration. In a nutshell, you can get geo, company and carrier details from any IP address. Really useful for some filtering and CRM enrichment tasks.Invite: https://zapier.com/developer/public-invite/2936/42c3f87211fcf5065a77be6e40794f06/I also wrote about it on the Luhhu blog: https://www.luhhu.com/blog/ipinfo-io-zapier-get-ip-data-in-your-zapsI mentioned a few different apps that provide IP addresses in their triggers - mainly Wordpress, Shopify and from data input in spreadsheets etc. Anyone know of others?And, anyone have some interesting ideas of what could be done with this? I promised I'd give some feedback to the creators, so interested to hear what others think!
Tips & Tricks for Authenticating or Connecting an App Tips & TricksTry using a private browser Try using a different browser Make sure your browser is updated Articlehttps://zapier.com/help/manage/app-connections/manage-your-app-connections
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
When Covid started getting real, our company, like many, went fully remote. We are a remote research firm with 75% of our work in person. In order to ‘save the 75%’ we all did what we could to help. For me, that meant putting my Zapier skills to work.One of the bigger time drains we identified was the process of manually creating Zoom links. We do a ton of research over Zoom and for every session, a Project Manager would literally login to Zoom, create a meeting, and then copy/paste all the meeting info into a spreadsheet. Given they create about 1,000 Zoom session links per month, this was my chance to make a difference.I went to work and created a solution I call the Zoom Sessions Generator. I thought I'd share it here.To start, I’ll share a Slack post I sent to our team the other day when we hit a major milestone… Technologies used* Airtable* Google Sheets* Slack* ZapierUsage'/sessions generate' (a Slack slash command I created to initiate the link generation) How it worksThe Zoom
2022- what a year. For all its ups and downs (and inbetweens), we were here. We chatted, shared, and got answers to some tricky questions. So as the year draws to its end, we wanted to share a special shoutout for our top contributing members. From all walks of automation, these folks comprise the caramel core of our Community; making it the collaborative, useful, insightful space that we all use. Join me in celebrating these familiar faces and Zapier-pros. Troy Tessalone (AutomationAce) Mohamed Swellam (GeekyAir) The GetUWired Team Rob Schmidt (Outliant) Satya Raju Todd Harper (WeddingTechBFF) Daniela Paulo (@Daniela_Paulo) Ryan LaBarge (@RALaBarge) Scott Halgrim (@shalgrim) Marina Hand (@MarinaH)And special thanks to our Zapier Community moderation team @jesse @Danvers @christina.d @SamB @jammer.solijon.⚡Thank you all for your Zapier Community contributions! Just wait until you see what we have in store for 2023!
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
I have a suggestion: As of now all the filters stop the zap when the condition is false. By just adding a check box on the filter definition that indicates wether or not the zap should stop or skip if the condition is false, many use cases can be implemented without using paths or sub-zaps. With that one could say “if condition is true, then do this next step and then continue, otherwise skip this next step and continue or stop”. Much line true if-then statement. The conditional step could still be a simple action, or it could be a webhook into another more complex zap.
It took me a while to work out the syntax to trigger a zap from a Windows DOS batch file, so I thought I would share it.First, you will need to be sure that you have Windows PowerShell installed. This is open-source software supported by Microsoft. You will find more details and can download the software from the Microsoft Website here.To trigger a zap from a DOS batch, use the following command:powershell -NoProfile "irm ENTER-THE-FULL-ZAP-WEBHOOK-HERE | Out-Null"Thas it. Run the batch file, and your zap will be triggered.
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