Show & Tell
Show off your Zaps, workarounds, and tricks. Tell others what you’re building with Zapier.
- 293 Topics
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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!
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
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
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...
If you’re going to ask a question, give yourself the best shot of getting replies and resolving your issue as quickly as possible.Be descriptive and include helpful detailsIf all you write is “My filter step isn’t working” you will inevitably have someone respond asking you for more details. Imagine what someone might ask you based on what you wrote. If there are unanswered questions that you could be proactive about, please include that information.For example, with the filter step above you could include a screenshot of the Zap, or of the Zap History, explain when it works and when it doesn’t, explain what you’ve tried so far, when the problem started, etc.If you’re seeing a particular error message, please include itInstead of: “My Quickbooks Zap is broken- HELP!”Try providing some context so that you receive better, more timely assistance: When I test my QuickBooks step in the Zap Editor I get this error message:”Make it easy for others to help youAsk yourself:What would I want to
Hi all!I want to share my solution, maybe it will be useful to someone.This post was inspired by this question: https://community.zapier.com/how-do-i-3/adding-a-checkbox-to-a-google-sheet-2059.There are published solutions there, but maybe someone like me will not want to use "auxiliary" Tabs or do manual manipulations to manage checkboxes. Our goal:1. When a new response is received from a Google Form, insert a new row into the Google Sheet2. It should be noted that some fields in the form are checkboxes.Form field:Google FormSheet content:Google Sheet Problems we solve:1. By default, the "Create Spreadsheet Row" event will create a new row AFTER all rows that have a checkbox (even if they are not set to True)2. By default, this event will write text values to cells with checkboxes, and will not set a new checkbox (which is unexpected behavior for us)Example:New row was appended to the end of the Sheet, Checkboxes not set :( Solution:Our final Zap looks something like this in a nutshe
[EXAMPLES] Zapier Tasks VS Make.com Operations (formerly Integromat) PurposeHelp explain the difference between Zapier Tasks in Zaps and Make.com Operations in Scenarios.Make.com was formerly Integromat. Zapier TasksHelp article to learn about Zapier Tasks: https://help.zapier.com/hc/en-us/articles/8496196837261 OverviewWhenever your Zap successfully completes an action, it counts as a task.Trigger steps do not count as tasks, but successful action steps do.You can see all the tasks your Zaps have attempted in Zap History. How Tasks are CountedThe following count as tasks when your Zap runs:Any successful action step. These actions steps do NOT count as Tasks. Any formatter step that passes. Any filter step that passes. Any time a path’s rules pass. For Sub-Zaps, the Call a Sub-Zap action and the Return From a Sub-Zap action each use 1 task.NoteIf Should This Step Be Considered a "success" When Nothing Is Found? is selected in a search step, the search action will count as a ta
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
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
IMPORTANT UPDATE: As of January 2, 2024 Google no longer supports the file URL format mentioned in this guide.Instead you’d need to use the following URL format:https://drive.google.com/thumbnail?id=FILEID&sz=w1000FILEID - replace this with the file ID.w1000 - replace with the desired image width in pixels. E.g. desired size 600px = w600 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
If you are using Airtable and integrating it with Zapier, then you always had the Line Items support problem! In this quick guide I will show you some cool tips and tricks on how to use the Line Items with Looping by Zapier. Previous Issue: A lead comes over from another app (or even from Airtable) and you want to send a text message to 5 of your Sales team so they can process this lead. There was no way to do that in the past (specially before the Looping by Zapier). Current Solution: Setup your Trigger to get the new lead from Airtable (or any other app you are using) Create step “Find Many Records (With Line Item Support) in Airtable” (Finally!!!) to find all Sales people in your Airtable. You will then get all the records that matches your search criteria (you can even use a formula to add more than 1 criteria) Create step “Create Loop From Line Items in Looping by Zapier” . In the “Values to Loop” part, add whatever values you will need from Step 2, such as Name, Phone Number,
Zapier Interfaces Location: https://interfaces.zapier.com Help: https://zapier-interfaces.zapier.app/home What are Zapier Interfaces?Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables).Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.Sign up - Zapier Early Access: https://zapier.com/early-access
Save a Step by Adjusting Date/Times with ModifiersRecently came across this handy help article (copied below): https://zapier.com/help/create/customize/adjust-date-and-time-values-in-zaps ### Adjust date and time values in ZapsLast updated: February 09, 2020You can adjust the date/time values in date/time fields by including a modifier after the date/time value.A modifier includes:A + or -, signifying forward or backward in time A number A unit of time: s (seconds), m (minutes), h (hours), d (days), month (months), y (years)For example:+7h - 7 hours after the date/time in the field. +10d - 10 days after the date/time in the field. -45m - 45 minutes before the date/time in the field. +30s - 30 seconds after the date/time in the field. Useful if you receive a duration in seconds. +1y - 1 year after the date/time in the field.You must include a space between the modifier and the date/time value.Multiple modifiers can be used together, and must be separated from date/time values and each o
[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
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
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.)
Hey All.A problem that many have been running into as AI becomes part of more workflows is the token limits of the different LLM models. To help work around this, we’ve released a new beta Text transform for Formatter - Split Text into Chunks for AI Prompt (beta). Chunks being the AI parlance for a segment of text that fits under your LLM model’s token limits.We have some initial help for this here, and have included a Zap Template that can help get you started. It’s a rather complex workflow that we’d like to make simpler over time.If you build out a Zap using this transform, we’d love feedback on how it goes.Kirk
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
Hey guys! I've received this question quite a bit: How do I take something like a lead, and sort it into a specific segment or group based off of something like company size? That's a pretty simple challenge if the groups are single entities like A, B, or C, just throw it into the Lookup table in Formatter!Now, what happens if those groups are arrays like 50-100, 101-250, 251-1000? Then it's suddenly more difficult because the Lookup Table can no longer handle it! In this video, I describe a different method for sorting into arrays that is easy enough for anyone to replicate, while also showing a neat way to test these sorts of situations! Enjoy!P.S. I know that you can use either a Code by Zapier step, or an external call to something like Google Sheets to get this done, but I wanted a solution that was self-contained and didn't required minimal coding knowledge :)
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
Storage API AppStorage by Zapier Zap Triggers/Actions: https://zapier.com/apps/storage/integrations#triggers-and-actionsHelp Articles: https://zapier.com/apps/storage/help REST API DocumentationReference: https://store.zapier.com REST API Endpointhttps://store.zapier.com/api/records REST API MethodsGET POST PATCH DELETE
Generate Secure Passwords or Unique Values in Zaps with Password Wolf API If you need to generate secure passwords or unique values in Zaps, then check out Password Wolf. This can be used in a Zap by using the Webhooks (GET) request as an action step. Site: https://passwordwolf.com
Hey Everyone! I’m going to start making weekly videos about Zapier and automation. The first is about connect facebook leads to zapier. I often get asked how to do this which allows my clients to send their facebook leads to Google sheets, Mailchimp or any CRM. If you have questions or video requests, let me know below!
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