Show & Tell
Show off your Zaps, workarounds, and tricks. Tell others what you’re building with Zapier.
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Even the most seasoned Zapier user sometimes has a hard time deciding whether to use a filter with multiple Zaps, a single Zap with multiple paths, or a single Zap with a lookup table.We’re trying something a little different and providing a visual guide that hopefully helps to clarify when/why you might choose to use one over the other.Filters Paths Lookup Table Did This Help?FiltersIf you’re trying to have several different outcomes from your workflow, using multiple Zaps with a filter is one way to approach it.Click to enlarge.PathsSimilar to using multiple Zaps with a filter, Paths provide multiple outcomes using only one Zap.Click to enlarge. Lookup TablePerhaps the most misunderstood of all the options, a lookup table is beneficial when you’ve got specific fields that decide an outcome. Click to enlarge.Did This Help?Here in the Zapier community we’re always trying to create resources that are helpful to our members. We’d love to hear whether this helped to make sense of things,
I noticed that Zapier Tables doesn’t have an option for getting a table record by ID. This was throwing a wrench in my plans for my use-case. Use-case: Have a dynamic segment of an email that constantly rotates between different blog posts to recommend to readers, without having to update it manually. I created a table with my list of blog posts, with their name and link. To get a random record from the table, I use a search to return all the records as line items, then use a formatter step to pick a random line item. I pick the record ID in order to be able to get the entire record. Then, to get the record, I use the “update record” step which requires an ID. I don’t fill out any of the fields to update. They don’t overwrite data when they’re empty, so all it does is return the entire record. I then update an RSS feed with only 1 item with the info from the record. Here’s a quick video overview of the workaround:
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
Hi everyone,We have an application that stores Trello card IDs in Airtable and I was having a hard time creating an automation in Zapier because there's no native way of getting the card by its ID (only to search by card name, which is not useful in our particular case as card names might change).Since I couldn't find a solution in other posts, I decided to share how we did it.You can get a card by its ID using an “Update Card” action (instead of “Find Card”). On the Card field pass the ID and leave all the other fields blank (so no fields are actually “updated”). This allows you to use the card from this step in further steps of the Zap.Hope it helps.
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
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
For Notion Users* After spending about 11 hours setting up Notion, Zapier and my Discord integration with my team, I finally think I have a solid answer! It requires a few steps, but I've manage to tag/ping my team members through Zapier, on Discord. First steps first, we'll have to start with Notion, and set up a list of team members. I used the "Multi-select" property to populate with my teams names. You'll only have to type in the first part of their Discord name here, not the #, or @. In my case I had Lentille NU for myself. After I set up my team, I went over to Zapier to set up my actions. Once the Notion database was updated, I could follow by finding my user tagged on Notion with a Discord "Find User" option. There is a delay prior to this, besides the point... Once I found my user, I managed to find their user ID. This is where I finally struck luck! Now we can use Zapier tagging options, eg <@12345690000>, or in my case <@ "User ID" > from the Find user function.
GDrive File Link Formats (GDocs, GSheets, GSlides) Handy ways to format GDrive file links for different use cases. Try this Tool: https://sites.google.com/site/gdocs2direct/ GDrive Files - Download and ExportThe native file viewer is useful but sometimes you may want to bypass the built-in GDrive viewer and force the browser to download the file instead of opening it. GDrive Files - Direct Download Links to Skip the Web ViewerWhen you upload any file in GDrive and share it, the shared link looks like this:https://drive.google.com/open?id=DRIVE_FILE_IDThe FILE_ID is unique for every file in GDrive.If you copy this FILE_ID and use it in the URL below, you’ll get a direct link to download the file from GDrive.https://drive.google.com/uc?export=download&id=DRIVE_FILE_IDIf you wish to open the file in the GDrive web viewer, the viewer URL would be:https://drive.google.com/file/d/DRIVE_FILE_ID/view GDocs - Direct DownloadsAny GDoc in your GDrive has a URL like:https://docs.google.com/doc
Hey, Justin here from the Zapier blog. I thought I’d let you know that you can use Zapier to bring back Twitter’s SMS notifications, if you want to. I’d also like to ask for some help. I try to keep track of features that companies drop to see if there’s some way to use Zapier to bring them back, and this was a great little use case. Can you guys think of any more disappearing features? Maybe we can come up with more ideas like this together.
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
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
Update:We previously offered access to a custom TransferWise Zapier integration we built.Due to financial regulation issues, Transferwise has required us to discontinue that version of the integration.If you’re an existing user of said integration, it will cease to work at midnight on Jun 30th 2021.We’re still able to install a private version of the integration in your Zapier account for your own exclusive. If you’re interested in that, you can find more details here.
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?
When it comes to adding a new Deal to Zoho CRM using Zapier, it’s all in the order of steps: add the Account first, then the Contact, then the Deal. To do that with the updated Zoho CRM integration, you need to select the action ‘Create/Update Module’ for each action in the Zap, so the Zap will look broadly like this: For each step, choose the ‘module’ that you’re creating or updating (Accounts, Contacts or Deals), then select the layout that you’d like to use. It’s important to add the ‘duplicate check field’ as this is the field that Zoho will use to see if there’s an existing entry that needs to be update, or whether it should add a new item. For the Account step, add any details that you need and test the step to move onto the next action. For the action to add the Contact, don’t forget to link the contact to the account by adding the Account name. To do that:1. Use the dropdown to pick ‘Use a Custom Value' 2. For the Custom Value, select the ID of the Account from the previou
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
This was first brought to my attention by @alex in a different post here in the Zapier Community. But I wanted to elaborate on it here as a hack which is even documented by Zapier. (so perhaps it's a tip and not a hack?) Here was the original post where Alex suggested this. Polling quicker than 5 minutes My specific use case is that QuickBooks (intuit Developer) gives only one field for a Webhook URL to call however you can check multiple types of things that will trigger this webhook. (see image below, single endpoint URL, lots of Entities and Actions which will call that endpoint)And since Alex mentioned it and within the system I'm building speed is of utmost importance I dug and found this little gem in the webhook help documentation Webhooks by Zapier - Integration Help & Support | Zapier As it turns out you need to comma separate the IDs from the Webhook URLs for the trigger steps as you see here:That's the tip. Here's more on the practical use-case for me.I
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!
Hi there,I represented the Plumsail Documents team. Recently, we built a Zapier integration for document generation. We’re passionate about tools that save time, human resources, preserve you from repetitive routine:-)Plumsail Documents allows you to:generate documents from templates (Word, Excel, PowerPoint, HTML) auto-populate fillable PDF documents deliver the resulting files to the cloud, and much moreNow, with its integration for Zapier, it’s easy to connect your document generation to other apps like web forms, CRM systems, payment applications, and so on. For more flexibility and functionality, we’ve added support of line items. Now, you can insert multiplying values from line items to document templates. Please, give it a try. Personally, I’d appreciate your feedback and if you share some of your use cases. Regards,Anzhelika CherinaPlumsail team
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 :)
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!
As many people adjust to remote working in their businesses we decided to look at different ways Zapier can be used to smooth the process Check them out in our new blog post. If you’re using Slack, you’re going to find this particuarly useful. Things covered include: Keep inbox chaos to a minimum by routing emails through Slack. Keep you Slack status in sync with your calendar. Make sure no one forgets team meetings by sending out Slack reminders. Seamless booking of meetings by combining Zoom and Calendly And, if you’ve got other ideas… we’d love to hear them!
Hi everyone, I was wondering how Zapier can help people who suddenly need to WFH right now. If you work remotely, do you have any Zaps that help you be a more productive remote worker? Do you have Zaps that help you stay organized? I would love to share these ideas on Twitter. If you share from your own account and tag Zapier, we would love to retweet you! If not, drop a link to your favorite Zap below and we can share it. Thank you!
This workflow allows you to add an a specific image in an email based on information from the trigger. Let's say you're a small sales team and share an inbox. When you get an new assigned client in your CRM, you want to send them an email from your shared inbox, but you want it to have the signature and headshot of the salesperson that the client has been assigned to. Here's how you can do that...Get your images onlineFirst, you'll need to make sure that you have all of the images stored online. Make sure that they're all the size that you're going to want them in the email. The file will need to end in the file type (eg .jpg, .png, etc). Google Drive isn't great for this kind of thing, because the links that it generates are for viewing or downloading rather than a stored file. In a perfect world, the best place to host the image would be on your own server, if that's not possible then an image hosting service like imgur should do the trick. A g
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