/r/zapier

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Zapier is an automation platform! For assistance with Zaps and workflows, check out the Zapier Community at https://community.zapier.com.

The Zapier team will be around fairly often to answer questions.

/r/zapier

9,508 Subscribers

1

What are some use cases for Zapier Projects?

A few weeks ago I got accepted invited to the Zapier Projects Beta and it seems cool, but I’m struggling to find some use cases for it. I can create some pretty sophisticated Zaps and I already use conditional IF statements pretty heavily in handful of automations.

Has anyone else already experimented with this feature or have idea on how it can really be taken advantage of at scale? How is it different than IF statements?

0 Comments
2024/10/25
19:58 UTC

1

How do I integrate with apps/systems that don’t have a Zapier connector?

Hi - I’m new to Zapier. I’d like to use Zapier for automation but the apps/systems I’m interested in don’t have a Zapier connector e.g. Quicken’s simplifi app. What options do I have?

0 Comments
2024/10/25
19:49 UTC

1

Need Help Getting Call Duration Using RingCentral Call Log (Cross Post)

2 Comments
2024/10/25
18:20 UTC

1

How high a level of automation can be achieved with Zapier?

I've heard a lot that low-code platforms such as Zapier allow you to automate any aspect of your business. My question is how effective and advanced is this automation in the big picture? Especially since Zapier positions itself as an intuitive and straightforward platform. Automators, can you give some overview?

14 Comments
2024/10/25
18:03 UTC

1

how to populate gravity form fields from zapier?

I have a first 'input' web page that takes an email address, and a zap that's configured to do a record lookup to salesforce from that submit, the first 'input' web page has a redirect to a second 'output' web page and a configured zap which returns correct lookup data which is supposed to populate a gravity form on the 'output' web page, but the returned data only appears in the 'entries' tab of the gravity 'output' web page but does not appear in the gravity form which remains blank. Anyone have an example of a zap populating gravity form, or an idea of how this can happen? Thanks in advance!

https://preview.redd.it/mslo0hyuhxwd1.jpg?width=805&format=pjpg&auto=webp&s=370d297848c5dc2303ed47d92267f32fd55125d8

https://preview.redd.it/6vppoqhwhxwd1.jpg?width=833&format=pjpg&auto=webp&s=42e6d46fc8b6b133f6f5d7f1e58b73457451ddbf

https://preview.redd.it/uij55fkzhxwd1.jpg?width=1039&format=pjpg&auto=webp&s=6569295e9f6f3c42936e687f1f401dcdfe927285

https://preview.redd.it/ys8frg41ixwd1.png?width=1004&format=png&auto=webp&s=6ff09c1a4497db2d5be6f974d7e2f9bd67fe9c4e

1 Comment
2024/10/25
16:25 UTC

1

Find top post "most upvoted" and post the image to instagram.

Having trouble getting zapier to fetch the most upvoted post from the last 24 hours.

Zapier reddit module only has the option to get todays "HOT" post but I want the "TOP"

This link should get me that information but can't figure out how to implement it.

https://www.reddit.com/r/"subreddit"/top.json?t=day&limit=1

0 Comments
2024/10/25
01:27 UTC

0

I want to update my google spread.

I want to update my Google Spreadsheet containing a list of publishers by adding information from another spreadsheet with a new list of publishers.

My original spreadsheet has columns for the publisher's name and email address. The new spreadsheet only contains columns for the publisher's name and website.

I want to update the original spreadsheet by adding the website from the new spreadsheet, excluding any duplicates.

How can I use Zapier to do this?

1 Comment
2024/10/25
01:08 UTC

1

Convert form response to image or pdf?

Hi

So basically we have a form response being pulled into Zapier, and currently using SMTP it sends to staff.

Staff wants some action in between. Apparently receiving the form response by email is not enough, they want the email to be an attachment within the email. Not sure if that makes sense?

The email they receive with the form response, they want as an attachment to that email.

I know with the SMTP zap you can include an attachment, and I could retrieve “such” attachment from the middle step.

The middle step would be to convert the form response to pdf or an image.

Anyone else done this before?

4 Comments
2024/10/24
19:33 UTC

2

Round Robins assigning on Jira using a Google sheet

Hi! I've just started using Zapier and I would appreciate some help.

I am working on automating Jira tickets when working on a Google sheet however I would like the tickets to be evenly distributed to my team members.

Any suggestions please?

2 Comments
2024/10/24
19:27 UTC

1

Zapier not fetching my Webflow forms

Hi so first time posting here and been using Zapier for a while with Webflow and been great.

I’ve created a new website and Zapier is unable to locate my website form.

Anyone else have issues?

3 Comments
2024/10/24
19:24 UTC

1

Teachable Course Completion Trigger

https://preview.redd.it/ng6du915xqwd1.png?width=1920&format=png&auto=webp&s=057cbd87c171960b3b0ed9a934dda8379b835101

Hello everyone,

I'm trying to use Zapier to trigger an email to be sent once a student completes 3 specific courses on Teachable. However, when I choose the "Course Completed" trigger and go to test it, the records pulled are for completed enrollments not courses. Does anyone know why this is happening and how to fix it?

1 Comment
2024/10/24
18:18 UTC

1

Extract email addresses from body of emails in bulk as one task?

Is it possible to extract email addresses from the body of emails in bulk, as one single task? (More specifically, emails that all share the same subject, or are all in the same folder.)

I am currently doing this one by one as the emails come in, so it's a new task every time an email comes in with the specific subject. But I'd prefer to just manually tell it to run once a week, and extract data from all emails with this particular subject. Is it possible to do that as one single task?

2 Comments
2024/10/23
22:02 UTC

0

Best way to notify tech illiterate users.

I'm tasked with setting up a small business phone system. They're going with Verizon's business plan, but Verizon doesn't offer group voicemail. It does offer voicemail to email, so I forward all voicemail to a single email.

Now I need to get the voicemail to all 3 employees. They are tech illiterate and the thought of downloading or learning a new app like Whatsapp or Slack is beyond them. So my first thought is text messaging.

The only problem is, every single SMS service on Zapier is absolutely terrible for what I'm trying to use it for. I need this Zap to send like 50 text messages a month max.

Twilio is making me buy phone numbers and jump through regulatory hoops for days like it's my full time job to set up their service. SMS by Zapier cuts off the message in ~140 characters because that's all a text fits. Random SMS apis like Plivo, TextMagic, Clicksend, etc all want to onboard me and set up my account like I'm going to be sending 100k texts a month. Using carrier email-to-sms might work, but the rate limit is just a bit too low for me to be comfortable using.

What is the fastest, easiest, cheapest, most reliable integration to get a basic text message to a couple pre-selected pre-verified people a couple times a day?

Alternatively, if you have an app that will accomplish this with a good free integration with Zapier, that might work too. But try to keep it simple to set up and use.

5 Comments
2024/10/23
20:40 UTC

2

Use Notion API Request (Beta) to update Relation property

Hey everyone,

First of all, I am very sorry. I have a basic knowledge of coding, but I need help updating the Relation Property in an automation I created. I know any coder will probably say, "Just leave it to a professional then," but that's currently not an option. I would be really thankful for any input anyone of you could give me.

Here's a brief overview of my use-case:
I have two databases—DBfeedback and DBbugs. In DBfeedback, my colleagues post issues related to a third-party app, while in DBbugs, our project team posts bugs and features they are working on. I've added a Relation property to the DBs and a rollup property on both DBs to show the Title of the related DB item.

My specific use case is to create a card in DBbugs when a bug is posted in DBfeedback, and vice versa. I've set up Zaps to create a new db item in the other database when an item with a specific property is created, as well as to update property changes and statuses between the two DBs. Important to note here is that I use the rollup property to find the database item in the other DB for the update-Zaps - since the colleagues often change the title of a DB item shortly after the creation.

However, I'm facing an issue with updating the Relation property after creating a new item via the respective Zap. It seems that using the usual Zapier Notion Actions is not available to set the Relation property, but I found out that it's possible via an API call (see here: https://www.youtube.com/watch?app=desktop&v=R7329C-RJ7w). Unfortunately, I don't have the necessary access rights in our Notion workspace to use the API directly.

My main question is whether it's possible to achieve the same result with the Notion API Request (Beta) action. If so, what does the code look like, and how could I find the Property ID that's probably needed for it?

As a separate question, I'm also wondering if there's an option to post a synced block in the newly created db item's page content via the API Request Action.

I appreciate any help or insights on this matter.

0 Comments
2024/10/23
11:47 UTC

1

Short tutorial for using no code and ai to do api calls

0 Comments
2024/10/22
21:19 UTC

1

Need help in integrating two client related applications via zapier

Hello devs,

I have seen both my client applications support integration with zapier, want help from zapier professionals, who can help me in integrating two applications, I have no prior knowledge.

Any dms to help will be greatly appreciated!!☺️

11 Comments
2024/10/22
14:34 UTC

2

Can anyone help me with "retrieve thread messages" Slack action?

Hello! I'm trying to build a workflow for my product team where a bot in Slack asks the team which metrics they want to record for a new feature that we've released. I then want it to update the documentation for the feature in a Coda doc. I've got stuck though using "retrieve thread messages" in Slack. The Zapier bot messages the channel asking the PM to reply with the metric they want to record. "Retrieve thread messages" then obviously records both messages (the original and the reply) so I've used Formatter by Zapier to split the two messages using the comma. This seems to work well because I get this output (see first screenshot below) but then when I go into the Coda zap that follows this one, it doesn't offer me the option of separating these outputs for the Success Metric field in Coda (see second screenshot). Anyone have any ideas? Or is this something that's just not possible?

https://preview.redd.it/t6wowrxsn9wd1.png?width=812&format=png&auto=webp&s=ad74c7d467035370efa5962e86e5b571c5bcaad1

https://preview.redd.it/ueo9fwqyn9wd1.png?width=1538&format=png&auto=webp&s=4ca1580209465dd6d26fa5dcd75a4e2b0b106da9

2 Comments
2024/10/22
08:16 UTC

1

Zapier + Reddit

Can I use zapier to post on different subreddits?

2 Comments
2024/10/22
01:29 UTC

0

Virtual mailbox

Hey, fellow Redditors!

I recently made the switch to a virtual mailbox and thought I’d share why it’s been a game-changer for me. Whether you're traveling a lot, running a business, or just want to manage your mail more efficiently, a virtual mailbox can really simplify your life.

What is a virtual mailbox? A virtual mailbox lets you receive, view, and manage your postal mail online. It’s like email for your physical mail—everything is scanned and uploaded to an app or web portal. You can view it, decide what to do (forward it, shred it, or archive it), and you never have to visit a post office again.

Here’s why I love it:

  1. Mail Access from Anywhere: Whether I’m on vacation or working remotely, I can still check my mail. Super convenient.
  2. No More Junk Mail: I can easily filter out junk mail and have it shredded without ever touching it. It’s so satisfying!
  3. Great for Expats & Travelers: If you’re living abroad or on the road constantly, this is a lifesaver. No more worrying about missing important documents.
  4. Business-Friendly: If you run a small business, this is a professional way to handle mail. You get a real street address, which looks more legit than a P.O. box for clients and legal purposes.
  5. Security: Since I’m not dealing with physical mail directly, it feels a lot more secure. Plus, no one can steal my packages from the porch!

Downsides?

  • It’s not free, but I found plans that are pretty affordable, especially considering the convenience.
  • Some services don’t allow packages from certain couriers, so it’s worth checking if that’s important to you.

I’d love to hear from others using virtual mailboxes. Any tips on getting the most out of it, or services you recommend? Let me know!

1 Comment
2024/10/21
20:33 UTC

2

Multi Step Zap Flow From Webhook

Hi. I am new at my job and I am also new at integrations. I have a low level of coding knowledge and my boss is expecting me to solve this quickly.

I like this job and would like to keep it haha

So we are a SaaS for eCommerce and I have been asked to create a Zap flow that:

  1. Pulls Data from Signed Up (lead or user but not subscriber) users from Clerk.com
  2. Pull Information From Stripe (mostly already subscribers) such as subscription type and payment information

3A) If not a subscriber then enrich contact and company from Clay a and the create contact on Hubspot CRM
3B) If a subscriber update contact and company on Hubspot

The goal is to have a complete enriched cleaned list of contacts and leads list on Hubspot from which we can then understand and measure conversions

Right now Icatched the Webhook from Clerk as a starting trigger > Split into two options
if client exists > Hubspot find contact > hubspot update contact > find company > update company (step not successful)
if client does not exist > retrieve new customer info from stripe >Enrich data from clay (step not successful) > Create Contact > create company

I would be very thankful if someone could guide me. :)))

https://preview.redd.it/e47qrfq026wd1.png?width=628&format=png&auto=webp&s=6031e0683c950448df76fa02bc2ad66182df8622

I also do not know if the fields mapped within each step are okay to send the correct info to hubspot :)

3 Comments
2024/10/21
20:07 UTC

1

Zapier API integration with Prefex CRM

Hey folks, just built my crm with php, and everywhere is mentioned that zapier makes it even worth it. Still, for me as a small business started 2 month ago it’s a pain. Is there any way to get this 20€/month plan discounted? Or at least hope that hlackrriday drops anything?

Thanks

3 Comments
2024/10/21
18:18 UTC

1

Return search result on a website

I have a Zapier table. When someone fills a form I want to check the zapier table and return Yes your data is found on our table (If we found the data), or No We don't have your data. The website is made on framer. 

Is this possible on Zapier?

2 Comments
2024/10/21
01:13 UTC

1

How to Safely Post on LinkedIn Company Pages via API Without Paying Per Operation?

I’ve seen people automate LinkedIn posts using tools like Make.com (formerly Integromat) and Zapier. While we’ve been able to post on personal profiles via the LinkedIn API, it’s been challenging to do the same for company pages. I’m looking for a way to automate posts on company pages without relying on tools that charge per operation.

Through some reverse engineering, I found that using a session cookie works, but it requires storing the cookie in an unencrypted format, which raises security concerns. I’d prefer a safer approach.

Has anyone managed to post to LinkedIn company pages securely using the API, without depending on Make.com/Zapier? Any insights on handling authentication and posting securely would be greatly appreciated!

0 Comments
2024/10/20
10:51 UTC

3

Looking for a developer

I am looking for a developer to start an idea with me. A person who knows zapier, frontend development and integrations. Anyone there interested?

EDIT: Unfortunately for now is not a paid job, is more like an “Indie hacking” project with the opportunity to collaborate in an interesting business model.

6 Comments
2024/10/18
20:22 UTC

1

Questions about Teams Triggers can it be a call.

I have been doing some research about the Zapier Service, I am very interested because of the TopDesk connection. Which is what I am looking for. However, one thing that is unclear for me if it is a trigger can also be a call, like you can get from a helpdesk? Because one channel we are setting up is Helpdesk Call system, and we want the integration in Top desk to report incidents.

3 Comments
2024/10/18
16:23 UTC

5

Looking for a CRM that offers automated texting and works with Zapier

I plan to run Facebook ads to generate leads for my wedding DJ business using the on-Facebook forms where the potential client will add their contact info.

I need help finding a CRM that works as follows:

In an ideal world, the Facebook ad would collect lead info, then Zapier would automatically create a lead in a CRM. When the lead is created in the CRM, it would automatically send a text message to the lead who just submitted their info, either done directly through the CRM itself or through another automation set up on Zapier.

I’m trying to streamline the lead generation process as much as possible since I can’t always text the lead within 5 minutes of getting their info. Contacting people quickly really is the best way to convert more leads, so I want to automate this process.

I’m open to a combination of services/softwares. The most important being:

  1. I can automatically add Facebook leads to the CRM
  2. I can automate texting the lead immediately after their submit their contact info.

I have already looked into DJ Intelligence, SMPL Events, and DJEP, but none of them integrate with Zapier. SMPL has all the functionality I want, aside from not integrating with Zapier.

If you have worked out this automation/workflow another way (using a different type of FB ad maybe?), I’d like to hear about it too! I’m looking for solutions here. Thank you!

8 Comments
2024/10/18
16:14 UTC

1

Hubspot Tickets in Notion

Hey guys !

 

I’m trying to set up an automation to create a page in Notion whenver I get a Ticket in Hubspot.
However I couldn’t find out how to define the trigger. 

 

It should say something like :

If New Ticket is created and Ops Team is any of ...

then create a new page in Notion.

1 Comment
2024/10/18
15:51 UTC

1

Socorro! Zapier não identifica o username do trello em integração com slack

Estou tentando configurar uma notificação de quando um membro específico for adicionado a um cartão no Trello, ele receba uma notificação de mensagem direta no Slack. Mas só está reconhecendo meu usuário e os bots. Já tentei usar a LookUp Table pra criar o usarname manualmente e forçar a identificação, mas não funciona.

https://preview.redd.it/z9piqs12ccvd1.png?width=513&format=png&auto=webp&s=325fea19e45ade25c227887ea503fd57072aa086

https://preview.redd.it/zmf9j4g0ccvd1.png?width=489&format=png&auto=webp&s=a6ca72850f04020d2770e0d95c9745bd8cb6e32b

1 Comment
2024/10/17
16:09 UTC

1

Setup with other apps

hey guys, i just signed up for Zapier and i build a basic workflow which has 3 pieces:

  1. QuickScrape (to scrape website content)
  2. Answer AI (ask AI about the content to get an answer)
  3. Gmail (to send the answer to an email)

For 1 and 2, Zapier asks me for API keys and some credentials

I later realiazed that I need to sign up an account with these 2 apps. QuickScrape is good. But I dont know how to sign up for Answer AI, I got to thr specific page of the app on Zapier, I clicked connect and it asked for API which is exactly what I am trying to get.

Thank you for your help

1 Comment
2024/10/16
20:05 UTC

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