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Show off your Zaps, workarounds, and tricks. Tell others what you’re building with Zapier.
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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 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
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
How to Browse and Search Zap Apps Browse Apps by Name or Title: https://zapier.com/find-apps/0-9/ Search Apps: https://zapier.com/apps Sort Apps by:Most Popular: https://zapier.com/apps?sort=POPULARITY Premium: https://zapier.com/apps?filter=premium Beta: https://zapier.com/apps?filter=beta Recently Added: https://zapier.com/apps?sort=CREATEDView Apps by Top Searches and Trending: https://zapier.com (bottom of homepage) Find Apps by Category: https://zapier.com/apps/categories/app-families Tips and Inspiration contributed by: Troy Tessalone - Automation Ace
[guide] Move GDrive Folder with Move File Action TIP: The GDrive Move File action can also be used to move a GDrive Folder! Zap action step configuration settings.For the File field simply insert a GDrive Folder ID. (This can be found in the browser URL.)For the Folder field select the destination Folder of where to move the desired Folder under. Tips and Inspiration contributed by: Troy Tessalone - Automation Ace
[Guide] How to Troubleshoot Zaps - Top Tips & Tricks To troubleshoot like an expert, try these tips & tricks...Check the Zap is ON. https://zapier.com/app/zaps Check the app authentications/connections. https://zapier.com/app/connections Check the Zap Runs. https://zapier.com/app/history/ Check the Zapier Status page for incidents. https://status.zapier.com/ Check the apps Status pages for incidents. Example: https://status.airtable.com/ View the Zap Details to see the Change History. https://zapier.com/help/manage/history/review-zap-details Does the Zap step have to correct app connection selected? https://zapier.com/help/create/basics/set-up-your-zap-action#connect-your-account Will the Zap NOT turn ON? https://zapier.com/help/manage/organize/manage-your-zaps#understand-zap-statuses Does the Zap auto turn OFF? https://zapier.com/help/manage/organize/manage-your-zaps#understand-zap-statuses Does your Zapier account plan have a valid funding source? https://zapier.com/
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
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
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
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
Hey everyone 👋Just wanted to share an exciting opportunity I got to know about last week and think you may be interested in.100DaysOfNoCode is running a cohort to teach the fundamentals of no-code to build your MVP in 6 weeks and I saw there will be a session focused on Zapier automations - I saw that applications are closing this Friday, so just wanted to flag in case anyone wanted to get involved.You can find out more via this link: https://www.100daysofnocode.com/no-code-beginners-cohort/Full-transparency: I’m not affiliated to 100DaysOfNoCode and won’t get anything in return if you join the cohort 😢😂 Genuinely just thought this may valuable to some of you 😉
[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
Creating more Effective Multi-Channel Communications inside a Multi-Staged Workflow in a Digital World requires cut through communications. Zapier enables this IF you have the right approach. The benefits of doing this WELL is amazing. With our clients we have seen more than 30-50% increase response rate because we staged the communications and created continuous contact methodology across multiple channels. Think about if you saw a google advertisement, then saw a facebook advertisement, then clicked on the advertisement to see if it was interesting. From there you might request an info booklet. Now you have something to work with. How do you get a purchase, or get them to come into the store, or attend an open home. Well that depends on your outcome but simply put, persistence and good re-marketing. I am talking about using social media and web pixels but more importantly pushing the lead down a funnel to a sale. Let's say you capture their info for sending the info booklet off face
One of my favourite things to do is think of, well, slightly odd workflows and make them happen with Zapier. For example, my randomly tell me I’m awesome bot and the Zap that lets me dictate reminders to Siri while I’m driving and have her send me a text about it when I get home.I like to do this so much, I do a monthly challenge for all my fellow peeps who work for Zapier where I give them a scenario and have them build that Zap. Only… I’m running out of ideas!Tell me your craziest, dang, I wish I could automate my life in this way ideas - if I can get it working, I’ll share the Zap with ya!
I had several zaps set up for my team but I realized they were on my account, which had limited zaps and tasks available. I was getting ready for the incredibly daunting task of copying each zap and each step across accounts when I stumbled across the “Move Zaps” option in the dropdown. Hallelujah! What would have probably taken me an hour now took me about… five and a half second! Just wanted to share a gratitude post. This is an amazing option.