Tips and Inspiration
Share and explore knowledge, tips, and cool projects .
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Posts in this category should be conversational in nature, meaning that you’re not looking to get help from anyone or ask questions. It’s meant to offer a place to share tips, tricks, use cases and workflows with your fellow Community members.You might be thinking…But, I don’t know enough to bother sharing.Not true! Everyone is capable of providing information, because nobody else has the precise experience and ideas that you do. Also, there will always be someone who is less experienced with Zapier than you and who could benefit from your knowledge Everyone else probably already knows what I’m thinking of sharing.There is SO much to know about Zapier, combining different apps, using advanced features, coming up with clever workarounds, etc. Don’t assume that your ideas are common knowledge. You might be surprised at how many people you can help by sharing!What if what I share isn’t accurate?That’s not the end of the world. The Community team monitors posts and so do our external moder
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.
[GUIDE] How to Trigger a Zap from a Twilio Studio Flow WhatHere’s a guide for how to trigger a Zap from a Twilio Studio Flow. Zap StepsTrigger: Webhook - Catch Hook This is generate the webhook URL to place in the Twilio Studio Flow Action: (up to you) Twilio Studio FlowsAbout Twilio Studio: https://www.twilio.com/docs/studioYou’ll need to first configure your Flow in Twilio Studio.ExampleTo trigger the Zap, you’ll use this Widget: Make HTTP Request Configure the WidgetSet the Widget Name Or leave a default value Set the Request Method to POST Set the Request URL as the webhook URL from the Zap trigger step Set the Content Type as Form URL Encoded You can leave the Request Body empty Add optional HTTP Parameters Screenshot below shows 3 that would come from a Twilio Studio Flow that is triggered by an Incoming Message (aka SMS) To From Message NOTESZaps Make sure to test your Zap Make sure to turn your Zap ON Check your Zap Runs to help you troubleshoot Twilio Studio Flow
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
On more than one occasion, I needed to delete the data in a single Google Sheet cell. But as noted Common Problems with Sheets article, this is not possible. The only option is to enter some sort of visible character or delete the entire row.However, I found a simple solution. Just go to emptycharacter.com and click on the Copy To Clipboard in Method 1 and then paste the invisible character into the column of Update Spreadsheet Row action for the cell that you want to blank out. A small red dot should appear, indicating that there is a character there. (The dot may not always appear, but there is a character there.)Run the zap, and the cell should be empty.
How to Hydrate a File with a GET Request WhatYou can use a Webhook - Custom Request (GET) method request to hydrate a file in a Zap. AboutDehydration, and its counterpart Hydration, is a tool that can lazily load data that might be otherwise expensive to retrieve aggressively.More Info Example Output Variable to Map
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
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.
What did I do before I discovered Looping by Zapier?I typically would create an Airtable base with a field called ‘Loop Status’. I’d then build a Zap workflow which started with a hook and ended with a hook that pointed back to the first hook. Then I’d trigger the loop via a call from Postman.Convoluted.Now, I build Zaps using Looping by Zapier and smile.
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
So read a few people have this problem.I wanted a monday board that everytime it updated to only show the list of ones with the field “ready”. and when that changed to “closed”. delete it.That sheet is then viewed by people. But looks a mess with all the gaps from deletions I wanted to share a work around.I made another sheet using the importrange feature in sheets to pull all the data into this new sheet.Set up a filter on all columns and rows. remove blanks from one of the filters.There you now have a clean list. hope this helps someone in the future
How to FILTER Zap trigger step data if there are no filter fields For Zap trigger steps that do not include filter fields to limit which data is returned, you can use the Filter app as Step 2 in the Zap to control Zap Runs.Filter steps that do not pass, will not be counted as a Task.Help: https://zapier.com/apps/filter/help
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
In my ongoing series of Expert Hacks/Tips (lol) I wanted to show how we use three simple formatter steps to "count" the number of line items in any situation. We can even use this same methodology to "count" the number of line items that match a specific value or condition. Here's a video walk through with text explanation below. Loom | Send a video. Not a thousand words. Scenario:So we're jumping in the middle of a zap where you already have a line item (say from a new invoice trigger in Quickbooks). And you want to count how many different products are on the invoice, or alternatively you want to count how many products of type=shoe are on the invoice. To count type=shoe linesStep 1: Formatter by Zapier: Utilities: Lookup table. Use the "Type" as the inputPut "shoe" on the left of the lookup table and 1 on the rightLeave the Fallback Value emptyStep 2: Formatter by Zapier: Utilities: Line Item to TextUse the output of the previous ste
Happy new year!Have you ever wanted to pause a zap (let's call it zap A), trigger another zap (zap and wait for it to finish before resuming the zap A? I don’t know what techniques you might be using to build this kind of workflow but I know that one way of building it is to split the zap A into 2 zaps and have the second zap trigger the second half once it finished its work.While this might work fine, having a way to pause a zap and resume it at a later time would be nice!Pause and Resume is a custom integration I built just for that. If you would like to give it a try, you can find an invite link at the end of this post.Usage:Assuming that you have 2 zaps: A and B where A triggers B at some point. The trigger for the zap B has to be Webhook by Zapier.1. In A, when you want to trigger the zap B:Add a Pause Zap step. Set the webhook URL to be the webhook URL for zap B. Set the payload to whatever you want, it will be sent to zap B. Test this step and add the steps that would run when
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
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 1Set 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 2Set 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 li
Hi everyone,I have recently answered a question about finding a zap that is associated with a webhook URL without having to open every single zap to look for which one contains the webhook URL. So I wrote a script that can actually scan all the zaps and then outputs the zap URL that is associated with webhook URL provided by the user.This obviously requires the user to open the Browser dev tools then paste the script and replace the webhook URL before executing the script. I thought this had to be simpler, so I went ahead and built an open source Chrome extension for it.I hope this can be helpful for anybody who might need it.LinksThe script: https://gist.github.com/ikbelkirasan/601dd8a51f458bf09d5ce44a102b9fd0The extension repository: https://github.com/ikbelkirasan/zapier-utils
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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