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Show off your Zaps, workarounds, and tricks. Tell others what you’re building with Zapier.
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[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
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!
Hello guys, I saw a post that talks about the same issue that I had, so I tested many stuff to make it work. The issue is that the RSS feed blog post’s image or thumbnail not showing on linked in on the Private profile, the company page it has already an option to show image so we are talking about the private profile here. The steps are: Create your 1st zap’s trigger like this: Trigger RSS > Select your social media > Action > Twitter (its working on twitter without any issue, thumbnails appears) Create a 2nd zap’s trigger: Trigger twitter > action > linked in > set up action: select Entities urls expanded url Basically you are telling zapier to share your blog post on twitter then to take post from twitter and share it to linkedin.
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
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
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
Hey everyone! Shane here from Zapier Support. If turning off the Alerts isn't practical when you receive a duplicate error for your Salesforce setup, you can set up a custom condition to bypass the duplication rule. First, ask your Salesforce Administrator to create a custom field on the object(s) that you would need to send to Salesforce. We suggest calling this field Zapier Submission as a Boolean type. From Salesforce Setup, use the Quick Find box to find Duplicate Rules. Click on the rule name for the object you'd like to edit (for example, Standard Lead Duplicate Rule). Click Edit. Under Conditions, select the newly created field and set up the operator to not equal to a value of “True”. Repeat for both the lead and contact object. (view larger)Set the value for the “Zapier Submission” field in your Zap to “True.” (view larger)Any lead or contact sent to Salesforce will now be excluded from the duplication rule and allow you to keep the alert turned on.
When trying to connect Bullhorn ATS in a Zap, after almost an entire year of a successful integration, it quit working with the error, “Cannot read property of 'args' field.”Thanks to a response from the Bullhorn customer support team and working with Zapier, the solution was updating my Bullhorn password to not include the special characters %, &, £, #, ? or *. After I updated my password, the connection was enabled again and all zaps seem to be firing. Posting in case this tip is useful to anyone else, as it is not self-explanatory and doesn’t seem to be documented.
NOTE: We recommend checking out Zapier Transfer before proceeding with the instructions below. It’s our tool for bulk-moving data from one app to another. Here’s more information: A regular question we get at Zapier is: Can Zapier import/export my data from App A to App B?Zapier is not designed to mass import/export your data between two apps. We can only trigger from new data added to App A and send it over to App B only after creating and turning on a Zap.While Zapier can’t natively import/export existing data from one app to another, we do have methods you can use to get around this limitation.If you’re able to get your data into a spreadsheet format like an Excel or CSV file, you can use Google Sheets as an intermediary app to create a Zap that mimics an import/export function of data from one app to another.1. Set up your Google Sheets spreadsheetFirst, export your data from your first app into a format like a CSV file. In Row 1, copy in the column headers from your imported sprea
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
I often find myself exploring faraway places on Google Maps. Sometimes I’ll land on a beautiful natural resource like the Grand Canyon or Half Dome in Yosemite, and I’ll notice a bunch of one-star reviews. Something about people who take the time to leave bad reviews of natural splendor is amusing to me. I thought perhaps others might find it funny as well.So, I decided to find a way to curate these bad reviews and share them with the world. Given I spend most of my social media time on Twitter, I landed on building a Twitter bot that tweets out my favorite of these bad reviews twice per day. I later on decided to throw an Instagram account into the mix since it’s a more visual medium.I am non-technical, so I needed to find a way to do it using low-code/no-code tools. When I dove it, it turned out to be surprisingly easy. Here’s how I did it.Collecting the reviewsThe most manual part of the process is finding and collecting the bad reviews from Google Maps. I created an Airtable spread
Zap APIs(NLA) Natural Language Actions: https://nla.zapier.com/api/v1/docs Zapier Manager: https://zapier.com/apps/zapier-manager/integrations#triggers-and-actions Storage by Zapier: https://community.zapier.com/show-tell-5/storage-api-store-zapier-com-15923 Zapier Developer Platform - Partner API: https://platform.zapier.com/embed/partner-api
This conversation is more of a “Howto” than a question. I haven’t found much in the Zapier community on how to filter based off of what was edited on an issue, so I thought it would be helpful to others. The below information has been tested on Jira Software Cloud, so I’m not sure how correct it is for Jira Server. IntroductionCurrently with Zapier’s platform, they only have three different triggers, An issue being created, an issue being created with JQL, and an issue being edited. With the “issue edited” trigger, there is no way to determine what was edited, and all that is returned is the full breadth of the ticket as if it was returned in JSON format from an API.This makes the “issue edited” trigger almost useless without filters considering I don’t know of anybody that would want a zap to trigger every time some small change occurs on an issue. However, there is some stuff that we can do with this. WorkflowThe best way I have found to reliably get what was edited on a zap, is to:U
We recently added a column to a PostgreSQL table using the money datatype. This caused our Zaps to stop working and “We’re having trouble …” messages that also state “(Can’t generate DDL for NullType(); did you forget to specify a type on this Column?)” but not the column name.Problem solved by changing the properties of the Columns from Data type “money” to Data type “numeric” (without specifying any Length/Precision).
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
Hi Community!I thought I would share here how to create a Zap that can add reactions to messages filtered through keywords using Filter and Webhook actions. The Zap can be more complex but for the example I made in 3 steps: Summary ViewStep 1: Trigger; I went ahead and used New Message Posted in Channel in SlackStep 2: Action; Here I selected the Filter action with the option to “Only continue if...” Step 3: Action; Here I went with Webhook by Zapier; Custom Request in Webhooks by Zapier Steps 1 and 2 are simple, so I will expand a bit more on Step 3 which for me was the trickiest part. Step 3 Details App & event: App: Webhooks by Zapier Event: Custom RequestStep Details: Method: POST URL: https://slack.com/api/reactions.add Data: channel=ChannelID&name=EmojiName&timestamp=MessageTs Unflatten: False Headers: Authorization: Bearer xoxb-your-personalized-slack-token Content-type: application/x-www-form-urlencoded Action Details Finally, here are a couple of links to reso
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
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!
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
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
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…
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