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Show & Tell

Show off your Zaps, workarounds, and tricks. Tell others what you’re building with Zapier.

  • 350 Topics
  • 744 Replies
350 Topics
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
What to do if a ZAP APP doesn't have the TRIGGER or ACTION you are seeking?

What to do if a Zap app doesn't have the trigger or action you are seeking? Zapier Experts Often 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 Support You 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. Workarounds Email parsing Parse emails for data points to trigger Zaps CSV files Upload CSV files to tri

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Troy Tessalone
GetUWired
GetUWiredZapier Expert
posted in Show & Tell
A Simple Single Step Round Robin with Storage by Zapier and Code By Zapier

Zapier is great platform to use to take data from different lead sources and create follow up tasks or contacts in your company’s CRM. When creating these records, you can often assign the contact or task to a specific staff member so that they are in charge of the lead. But what to do if you have multiple employees working on leads in your company and you want to have a way to evenly distribute the leads as they are entered into your CRM or route them by email? This tutorial will walk you through an easy 1 step round robin set up using Storage by Zapier and Code by Zapier. Step 1: Authenticate a storage by Zapier account. Never used storage by Zapier? No problem! It’s a breeze to get set up. Head over to your Zapier App Connections Page: https://zapier.com/app/connections Click on ‘Add Connection’ then search for ‘Storage by Zapier’. A new window will pop up with a prompt to enter your store secret. You can use a UUID generator for this: https://www.uuidgenerator.net/version4. Make no

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GetUWired
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ameurjBeginner
posted in Show & Tell
HubSpot deal triggers no longer include contact ids

Hello Guys i have found a way to associate deals with contacts (update : December 2020)

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LauraP
LauraPZapier Staff
posted in Show & Tell
Using the "Deactivate Stripe payment link" action for Stripe Beta

If you run out of inventory for a product, you might want to deactivate any Stripe payment links for that product until you replenish your stock. You can do that automatically by using the Stripe (Beta) app on Zapier. The workflow idea below suggests using a spreadsheet as the starting point. I’d use it to track the inventory automatically for each new order, so that I can know if it reaches zero. Zap 1 Set up a Zap to trigger on new payment links on Stripe. Send them to a spreadsheet, alongside product details (so you can search for them later). Zap 2 Set up a Zap that triggers on another spreadsheet where you keep track of inventory (or another app that can track inventory, like Shopify). Make sure to have details that can be matched to the spreadsheet on Zap 1! Add a Filter step to check if the inventory has reached 0. The next step will search for the product in the spreadsheet attached to Zap 1 and return a payment link related to it. You can then use the “Deactivate a payment lin

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LauraP
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
How to get the CSV Version of Excel/GSheet (XLS) File using GDrive

How to get the CSV Version of Excel/GSheet (XLS) File using GDrive Did you know GDrive automatically makes a CSV version of an (Excel/GSheet) XLS file available? Simply search for “text/csv” in the returned response data of the GDrive Zap step!

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Troy Tessalone
Troy Tessalone
Troy TessaloneZapier Expert
published in Show & Tell
Set Attachment Filename with the Airtable API (PATCH)

Set Attachment Filename with the Airtable API (PATCH) PURPOSE Use the Airtable API to make a PATCH Request that will set the filename for a new file in an Attachment type field. PREP Get 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. NOTES This 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 CONFIG For 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

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Troy Tessalone
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
TIP: Create unlimited unique task-specific email addresses with Gmail

TIP: Create unlimited unique task-specific email addresses with Gmail Gmail Article: https://support.google.com/a/users/answer/9308648?hl=en What Q: Do you want unique Gmail email addresses without having to create multiple Gmail accounts or aliases for specific tasks? A: Simply add a plus sign (+) and any word before the @ sign in your current email address. Messages will still reach you, and you’ll have an infinite amount of emails for different purposes. Examples If your Google Workspace email address is test@tester.com, then you can: Sign up for newsletters with test+news@tester.com. Let prospective clients or customers contact test+questions@tester.com. Allow team members to surface urgent issues in your inbox by contacting test+urgent@tester.com. You can even combine these addresses with filters to automatically label and sort your messages. (read more below) For instance, filters can automatically archive and apply the News label to all incoming newsletters sent to test+news@tes

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Troy Tessalone
C
charviNew
asked in Show & Tell
Sending dynamic content via Zapier to Mailmodo email templates

Not able to pass dynamic content from our platform to Mailmodo via Zapier. Needs to be done via Mailmodo’s webhook instead of Zapier. Anybody else knows how to resolve this?

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Troy Tessalone
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
[GUIDE] Move GDrive Folder with Move File Action

[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

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Troy Tessalone
E
EpareNew
asked in Show & Tell
MySQL Zap batch treatment to save tasks

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

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Troy Tessalone
R
RavikNew
asked in Show & Tell
Zapier is firing Lead Assignment Rules in salesforce.

When data is transferring from Zapier to Salesforce, Lead assignment rules are firing. We want to stop Lead assignment rules to fire. How we can stop this?

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Troy Tessalone
Sophie B.
Sophie B.Beginner
posted in Show & Tell
Create customized, signed PDFs with Zapier Formatter

I’d never used the Zapier Formatter and just figured out how powerful it is! I used it to take a record from Airtable to fill in personalized details on a certificate, request a signature, and send the signed certificate to the recipient. Here is how I did it in case you’d like to do the same! The key is using the Zapier Formatter to format a JSON payload (with data from an Airtable record) into a URL string. The url string can then be used to create a unique Form UI URL for an Anvil Workflow, which will complete the PDFs and request signatures. Pretty straight forward, but it did require two Zaps. Zap 1: Pre-fill the Anvil Workflow with Airtable data and send to Signer Trigger = New Record in Airtable [Optional] Action = Find record in Airtable (this is to look up an email from related record) Action = Formatter / Text / URL Encode. This is the “tricky” part (although I’m clearly not an engineer and figured it out!). I grabbed the sample JSON payload from my Anvil Workflow (which can

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nicksimard
Darren Alderman
Darren AldermanBeginner
posted in Show & Tell
Video | How to Send a Twilio SMS from a Zapier Webhook (+ Twilio Studio Setup for Responses)

Want to use Twilio to send SMS messages / text notifications? In this tutorial, I’ll show you: How to Setup your Twilio Account How to Purchase a Twilio Number How to Connect Your Twilio Account to Zapier How to Trigger & Send a Twilio Message from a Zapier Webhook What happens when someone replies to one of your Twilio messages? I’ll also show you how to create a custom Twilio Studio Flow to: Forward inbound messages to your phone number Reply with a custom response to the number that texted you WATCH: How to Send Text Notifications with Twilio and Zapier ​

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nicksimard
T
tonyaallynNew
asked in Show & Tell
Creating a Schedule Display?

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

371
nicksimard
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
[GUIDE] How to use the Monday GraphQL API in Zaps with the Webhooks App

[GUIDE] How to use the Monday GraphQL API in Zaps with the Webhooks App Credits Troy Tessalone is a Certified Zapier Expert at Automation Ace . Purpose How to use the Webhooks app to interact with the Monday GraphQL API in Zaps. App: Webhooks Triggers/Actions: https://zapier.com/apps/webhook/integrations#triggers-and-actions Help: https://zapier.com/apps/webhook/help Monday API Monday API Documentation: https://api.developer.monday.com/docs GraphQL What is GraphQL? GraphQL is a flexible query language that allows you to return as much or as little data as you need. Unlike REST APIs where there are multiple endpoints returning different data, GraphQL always exposes 1 endpoint and allows you to determine the structure of the returned data. (https://api.monday.com/v2) In GraphQL there are 2 possible operations: queries mutations A query performs the READ operation and does not change or alter any data. A mutation is a special type of query that performs the CUD (Create, Update, Delete) op

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Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
⚠️ Points of Failure for Zaps

⚠️ Points of Failure for Zaps Zaps have 3 Points of Failure: Apps used in Zaps If an app used in a Zap step has issues Check the App’s status page. Example for Airtable: https://status.airtable.com Zapier infrastructure If infrastructure used by Zapier has issues Check the Zapier Status Page: https://status.zapier.com Human interference If a human modifies a Zap Check the Zap > Details ( i ) > Change History OR If a human modifies elements in an App that are relied up by the Zap Check the history logs of changes in the app (if available) TIP: When in doubt, test it out!

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Troy Tessalone
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
[GUIDE] How to Trigger a Twilio Studio Flow from a Zap

[GUIDE] How to Trigger a Twilio Studio Flow from a Zap What Here’s a guide for how to trigger a Twilio Studio Flow from a Zap. Twilio Studio Flows About Twilio Studio: https://www.twilio.com/docs/studio You’ll need to first configure your Flow in Twilio Studio Example Zap Steps Trigger: (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 NOTES Zaps Make sure to test your Zap Make sure to turn your Zap ON Check your Zap Runs to help

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Troy Tessalone
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
💯 Zaps every Zapier Account should have ON

💯 Zaps Every Zapier Account Should Have ON These Zaps will monitor what matters most for you! Apps Monitor the Apps being used in your Zaps. Trigger: App Status - New or Updated App Incident Action: (up to you - e.g. Slack, Email, SMS) Zaps Monitor your critical Zaps. Trigger: Zapier Manager - Zap Turned OFF Action: (up to you - e.g. Slack, Email, SMS) Tasks Monitor your Task usage. Trigger: Zapier Manager - Task Usage Limit Reached (90%) Action: (up to you - e.g. Slack, Email, SMS)

552
Troy Tessalone
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
[GUIDE] How to Trigger an Airtable Automation with a Webhook from a Zap

[GUIDE] How to Trigger an Airtable Automation with a Webhook from a Zap Airtable Create an Airtable Automation with a this trigger: When webhook received Make sure to configure the Action steps for your Airtable Automation, test, and turn ON. Airtable help article: https://support.airtable.com/hc/en-us/articles/1500003044161-Incoming-webhooks-trigger Zap Steps Trigger: (up to you) Action: Webhooks - POST See below screenshots and bullet point for how to configure This will be used to trigger the Airtable Automation via a Webhook In the URL, replace the url with the Webhook URL from your Airtable Automation trigger. In the Data, add the key/value pairs TIP: It’s a good idea to add a Timestamp parameter to use as a cache buster Set a Header Content-Type: application/json Leave all other fields blank or set to the default values NOTES Zaps Make sure to test your Zap Make sure to turn your Zap ON Check your Zap Runs to help you troubleshoot Airtable Automation Make sure to test your Airtab

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Troy Tessalone
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
Expert Explains: Scheduled Polling Trigger

Expert Explains: Scheduled Polling Trigger in Zaps Definition: A scheduled polling trigger frequently fetches data from an origin app for a given event at set intervals. Use in Zaps: With a polling trigger, Zapier will check for new data from your Zap trigger app. The check frequency depends on your depending on your pricing plan, and can range from every 1 to 15 minutes in order to start your Zap. Think of this as Zapier frequently checking to fetch (aka pull) new data from the Zap trigger app for the desired event. (e.g. Contact Created) Example: The Zap will only process if and when new data is found. :00 - Zap checks for new data, but no new data is found, so nothing happens :15 - Zap checks for new data, and yes new data is found, so the Zap triggers and processes :30 - Zap checks for new data, but no new data is found, so nothing happens :45 - Zap checks for new data, but no new data is found, so nothing happens Plan Interval Free 15 minutes Starter 15 minutes Professional 5 minu

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Troy Tessalone
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
Expert Explains: What is a Webhook? 🪝

Expert Explains: What is a Webhook? 🪝 Definition: A webhook is an instant notification from one app to another app when an event happens in the origin app, and includes a data payload sent to the destination app. Purpose:Webhooks are used to trigger Zaps when there is a new event with data in the origin app.This is known as an Instant trigger type in Zaps.Zaps with Instant triggers are labeled as ‘Instant’ on your dashboard and in the Zap editor. Example Event: Contact Created Example Payload: Contact ID Contact Name - First Contact Name - Last Contact Email Contact Phone App: Webhooks by Zapier Triggers/Actions: https://zapier.com/apps/webhook/integrations#triggers-and-actions Help: https://zapier.com/apps/webhook/help Learn More: https://zapier.com/page/webhooks/ The other type of Zap trigger is known as a scheduled polling trigger:

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Troy Tessalone
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
ROI of Automation

ROI of Automation Q: Wondering about the ROI, value proposition, and justification for automation? A: This will put that into perspective... Benefits Some benefits include… ROI (Return on Investment) Speed Time saving Accuracy Lower Overhead EXAMPLE Conditions (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

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Troy Tessalone
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
Zapier Brand Assets

Zapier Brand Assets Link: https://drive.google.com/drive/folders/1VfCjzEWhw-Y362oBDqwGktjIpGKn08OW?hl=en Download Press Kit Executive Photos Key Facts & Stats Logos

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Troy Tessalone
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
Zappy by Zapier

Zappy by Zapier Link: https://zapier.com/zappy Features Capture & Record Annotate Save & Upload

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Troy Tessalone
Troy Tessalone
Troy TessaloneZapier Expert
posted in Show & Tell
Zapier Status Page: status.zapier.com

Zapier Status Page Link: https://status.zapier.com Green is Good! Sections System Metrics: https://status.zapier.com/#custom-metrics-container App Status: https://status.zapier.com/#app-status Incident History: https://status.zapier.com/#incidents-list Subscribe to Updates Email SMS Slack RSS Webhook Twitter Profile: https://twitter.com/zapierstatus NOTE Many other apps have their own Status Pages. Example for Airtable: https://status.airtable.com

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Troy Tessalone

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