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Learn and Share

Find and share Zapier tips and tricks, and learn how other people are using Zapier.

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nicksimardZapier Staff

published in Featured Articles

JaredZapier Staff

published in Featured Articles

How to Update an Order in Shopify

May 9, 2024 update: An Update Order action is now available for the Shopify app on Zapier which will allow you to update existing orders! Hey Zapier Community! Jared here from the Zapier Support Team.Have you ever wanted to update an order in Shopify using Zapier?Maybe add tags or change the email address associated with the order.If so - you might have noticed that Zapier doesn’t currently have an action to Update an Order in Shopify.We can create an order but not update one.However - there is a way to update at least some of the data on an existing Order using Webhooks by Zapier.Webhooks by ZapierMy first thought when we don’t have an existing action is maybe we can use Webhooks by Zapier to send the request.In order for that to work we need 2 things to be true. The App has to provide Basic Authentication or API Key authentication for their API. If they require OAuth - Webhooks by Zapier won’t work. In this case - Shopify does provide API Key and Password access to the API. This li

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4 days ago

nicksimardZapier Staff

published in Featured Articles

Search for a Trello card on a subset of boards BEFORE searching on a different board

I was perusing the Trello Community and found someone looking for the following: I provided an answer there, which you can check out. In this post I’m going to provide a more detailed walkthrough, with screenshots :)What challenge are we solving?The idea is to search a subset of Trello boards for a card before looking on another board. In this user’s case, there are 5 boards to search before finally looking on a Sales board (if nothing was found on those other boards).There are various ways to approach this, including having a monstrous Zap with multiple nested paths (which is not ideal). Here’s how I tackled it.What are we building here?I’m using 2 Zaps that will run at the same time, triggered by the exact same thing.Zap 1When triggered this Zap will use Looping by Zapier to do the following:Use a comma-separated list of Trello board IDs to search for cards in each Check a filter to maker sure that a card was found, before moving on to... Add the card ID to a key in our Storage app

5910

5 days ago

nicksimardZapier Staff

published in Show & Tell

Filters vs Paths vs Lookup Tables: A Visual Guide

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,

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7 days ago

nicksimardZapier Staff

published in Featured Articles

How to add files to specific Google Drive folders based on the current month

The ChallengeI want to automate scanned expenses receipts.The folder structure:expenses inbox 2020 1. Quarter 01_Jan 200105_expense.pdf 2. Quarter 3. Quarter 4. Quarter My desired workflow:The file with the naming structure YYMMDD_expense.pdf gets added to the expenses inbox folder. A zap would look for the right Year, Quarter and Month and move that file into that folder.A Proposed SolutionOne way to tackle this is to use a Lookup Table (more info) to output the proper folder, depending which month the Zap is triggering in. Then you can use a Formatter step to get you the YYMMDD format, which you can use as the title of the PDF.The tricky thing about lookup tables is that the incoming value has to be an exact match, so you’ll need the date to show you just the month — the Formatter can do this. NOTE: You can use any format (Jan, January, 01, etc) as long as what your Formatter outputs matches the value in your lookup table. This will make more sense as you keep reading belo

percakapan

Andrew Recruit10Beginner

posted in Show & Tell

Microsoft PowerApps Dataverse custom tables in Zapier using API Request in Microsoft Dynamics 365 to GET, POST & PATCH

I’m writing this summary because it took me a bit of effort figure this out and I could see that a lot of people are trying to do this, but I couldn’t find the basics.I’ve built a bespoke Microsoft Dataverse database for a PowerApps app and I want to access it from Zapier to SELECT/GET, INSERT/POST & UPDATE/PATCH.The good news is that Zapiers API Request in Microsoft Dynamics 365 App does the job easily when you know how. We DON’T have a Dynamics 365 subscription, but I noticed that each DataVerse DBs Web API endpoint URL is a Dynamics.com URL so I tried it and it works.SetupFor all three tasks the setup is basically the same.Use the built in Microsoft Dynamics 365 Zapier App Chose the API Request Event type Authenticate through it’s built in OAuth2 setup Put the DataVerse DBs Web API endpoint URL, plus you’ll need to add the “logical name” of the relevant table on the end of the API Endpoint URL (see example below). You can get the API Endpoint URL from your specific PowerApps

1

12 days ago

Troy TessaloneZapier Expert

posted in Show & Tell

Monday Automation to Zap Webhook

Monday Automation to Zap Webhook Contribution by Troy TessalonePremier Certified Zapier Expert at Automation Ace. App: Mondayhttps://zapier.com/apps/monday/integrations#triggers-and-actionshttps://zapier.com/apps/monday/help If your are trying to trigger a Zap from a Monday Automation, you can use a workaround with webhooks!In Monday, on a Board, go to Integrate OR Automate, and search for “webhook”.Select the desired automation to configure the logic and add your Zap trigger webhook URL. (more info below)https://support.monday.com/hc/en-us/articles/360003540679-Webhook-integration ZapTrigger: Webhook - Catch HookThis will generate a unique Zap webhook URL to configure in the Wix Automation action.https://zapier.com/apps/webhook/integrations#triggers-and-actionshttps://zapier.com/apps/webhook/help

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14 days ago

Troy TessaloneZapier Expert

posted in Show & Tell

Custom Stripe Triggers via Webhooks

Custom Stripe Triggers via Webhooks Contribution by Troy TessalonePremier Certified Zapier Expert at Automation Ace. App: Stripehttps://zapier.com/apps/stripe/integrations#triggers-and-actionshttps://zapier.com/apps/stripe/help If your are looking for additional Stripe trigger events, there is a workaround with webhooks!In Stripe, configure here: https://dashboard.stripe.com/webhooksList of available Stripe events: https://docs.stripe.com/api/events/types ZapTrigger: Webhook - Catch HookThis will generate a unique Zap webhook URL to configure in the Wix Automation action.https://zapier.com/apps/webhook/integrations#triggers-and-actionshttps://zapier.com/apps/webhook/help

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14 days ago

WemakefutureZapier Expert

posted in Show & Tell

New Updates on 0CodeKit! July 2024

Dear Zapier Community, It's been a while since we've connected, and we're thrilled to bring you some exciting updates from 0CodeKit! We've been working tirelessly to improve our platform and provide you with the best tools for your automation and development needs. Here’s what’s new: Updated Endpoints Our list of available endpoints has grown to over 100! This expansion gives you more options and greater flexibility when integrating and automating your workflows. New Interface Features We've introduced several new features to our interface to enhance your experience: Code Editor: Say goodbye to plain text boxes! Our new code editor features syntax highlighting, variable colorization, and error detection. With AI support, even beginners can write and generate JavaScript code. Plus, it's integrated with Make, Zapier, and n8n for smooth script execution. Usage Tables: Get a complete picture of your endpoint activities with our usage table. It tracks endpoint usage, credit consumption,

1

16 days ago

Troy TessaloneZapier Expert

posted in Show & Tell

Wix Webhook Workaround

Wix Webhook Workaround Contribution by Troy TessalonePremier Certified Zapier Expert at Automation Ace. App: Wixhttps://zapier.com/apps/wix/integrations#triggers-and-actionshttps://zapier.com/apps/wix/help If your Wix Zap trigger is not working as expected, there is a workaround with webhooks!In Wix Automations, you can use this action: Send via Webhookhttps://support.wix.com/en/article/wix-automations-sending-data-via-webhook ZapTrigger: Webhook - Catch HookThis will generate a unique Zap webhook URL to configure in the Wix Automation action.https://zapier.com/apps/webhook/integrations#triggers-and-actionshttps://zapier.com/apps/webhook/help

1

16 days ago

Troy TessaloneZapier Expert

posted in Show & Tell

Webhook Workaround for Gravity Forms

Webhook Workaround for Gravity Forms Contribution by Troy TessalonePremier Certified Zapier Expert at Automation Ace. App: Gravity Formshttps://zapier.com/apps/gravity-forms/integrations#triggers-and-actionshttps://zapier.com/apps/gravity-forms/help If your Gravity Forms Zap trigger is not working as expected, there is a workaround with webhooks!In Gravity Forms, you can use this Add-On: Webhookshttps://www.gravityforms.com/add-ons/webhooks/https://docs.gravityforms.com/triggering-webhooks-form-submissions/ ZapTrigger: Webhook - Catch HookThis will generate a unique Zap webhook URL to configure in the Wix Automation action.https://zapier.com/apps/webhook/integrations#triggers-and-actionshttps://zapier.com/apps/webhook/help

1

16 days ago

K

KalintroBeginner

posted in Show & Tell

Introducing the PDF plugin "PDF-app.net" net Plugin for Zapier

Hello ZapierCommunity, We’re excited to launch the PDF-app.net plugin for Zapier! Now you can super easily manage PDFs right in your Zapier zaps, without any coding.pdf512×512 9.73 KB Key Features:Create PDFs from HTML + JSON Data: Generate PDFs from your HTML and JSON data, including templates created at PDF-app.net. Extract Text from PDFs: Extract text from PDFs using templates that define specific data extraction areas, all managed within your PDF-app.net account.What is PDF-app.net?PDF-app.net simplifies creating, handling, editing, and sharing PDFs. It supports various file formats and offers robust tools to streamline your document workflows.Direct and easy (at least we hope so!) Why Use PDF-app.net with Zapier?Easy Integration: Add PDF features to your zaps with a few clicks. Versatile File Support: Manage PDFs and other file types. Advanced Tools: Merge, split, compress, extract, create and convert PDFs. Secure Handling: Keep your documents safe with encryption. User-Friendly

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K

16 days ago

Troy TessaloneZapier Expert

posted in Show & Tell

How to connect WordPress (CF7) Contact Form 7 to Zap via Webhook

How to connect WordPress (CF7) Contact Form 7 to Zap via Webhook Contribution by Troy TessalonePremier Certified Zapier Expert at Automation Ace. App: (CF7) Contact Form 7The (CF7) Contact Form 7 Zap app integration is not yet supported.https://zapier.com/apps/contact-form/integrations But there is a workaround!In WordPress, install this plugin: CF7 to Webhookhttps://wordpress.org/plugins/cf7-to-zapier/ ZapTrigger: Webhook - Catch HookThis will generate a unique Zap webhook URL to configure in (CF7) Contact Form 7.https://zapier.com/apps/webhook/integrations#triggers-and-actionshttps://zapier.com/apps/webhook/help

1

16 days ago

donovanBeginner

posted in Show & Tell

Add a checklist to an Interface page video demo

Hi all, I made a walkthrough video of the ability to add a checklist to an interface page. Please take a look if that interests you.

3

19 days ago

SamBCommunity Manager

published in Show & Tell

How to submit a Google Form response using a Webhook

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

18336

20 days ago

nicksimardZapier Staff

posted in Show & Tell

Simplify your Filter steps by using the '(Text is in)' condition

If you’ve ever seen this option in a Filter step:… and you’ve wondered what the heck it is, I’m about to tell you :)The More Complex MethodLet’s say you want to see if a field contains one of several possible values. You could use multiple OR operators, but this can quickly become unwieldy and cumbersome.A Much Simpler OptionInstead, you can use (Text) Is In to check whether the value you’ve mapped is in the list of values that you specify. It’s cleaner, faster to create, and easier to maintain :)Hope this helps!

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22 days ago

ikbelkirasanZapier Expert

published in Show & Tell

Zapier Utils: Find Zap by Webhook URL [Chrome Extension]

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

496918

26 days ago

TimSZapier Staff

published in Featured Articles

How to get live sample data if your Trigger isn't getting the right valuesvideo

Hey folks, it’s Tim here from Premier Support with another Workflow for you!If you’ve ever been trying to set up a Zap but you weren’t able to get the correct Sample Data pulled into the Trigger, I’ve recorded a 5 minute video to show how to work around this problem. You can watch it here: To summarize the process in the video:Create two Zaps:Zap 1:The Trigger you want to use Webhooks by Zapier: POST ActionZap 2:Webhooks by Zapier Catch Hook TriggerThen:Copy the URL from Zap 2’s Trigger Open the POST Action in Zap 1 Paste the URL from Zap 2’s Trigger into the URL field Set the Payload Type field to Json Turn Zap 1 on Trigger Zap 1 Test Zap 2’s Trigger and you will see your Live Zap Equivalent Sample data pulled in. Build the rest of your Zap in Zap 2.When running Zap 2, Zap 1 must also be turned on.The video ends there, but I wanted to mention one more advanced tip.Once you’re sure you won’t need to edit Zap 2 for a while, you can replace the Catch Hook Trigger in Zap 2 with the Trigge

29746

26 days ago

SamBCommunity Manager

published in Featured Articles

How to count reactions in Slack

Hey friends! I stumbled across a question asked in Community recently which got me thinking about whether there was better way to get a count of the number of reactions a Slack message has had:This question has been asked before, e.g. here:https://community.zapier.com/general-questions-3/trigger-zap-based-on-number-of-reactions-2324The proposed solutions are cumbersome, though.I wondered if it would be possible to let the zap add a `:check:` reaction as a latch, and then check for the existence of that reaction. However I couldn't see how to check for the existence of a reaction. Does anyone know of a way? The Challenge The Solution In Slack Create your App Select your OAuth scope Copy the OAuth token In Zapier Set up your Slack Trigger Set up your Webhook Action Use a Filter Further ReadingThe ChallengeThe Slack integration isn’t currently able to give us a count of the total number of reactions a message has had. We could keep a record of each reaction as it’s added by storin

43437

30 days ago

nicksimardZapier Staff

published in Featured Articles

Append data to fields instead of overwriting what’s there

A lot of users ask whether it’s possible to append data into a field instead of overwriting existing data, so I thought I would break that down a bit. Luckily, when it is possible, it’s not actually that difficult to do.First, let’s look at some examples of when you might want to do this:you’ve got a CRM and would like to record each time a customer purchases something from your online store you have a Description or Notes field in your app and want to add to it instead of replacing the existing textBefore jumping into the details of how to accomplish this, I do want to offer a couple of caveats. The way we do it is by first looking up whichever item you want to update, so if the app integration doesn’t have a search action that supports that, I’m afraid you won’t be able to use this workflow. And you’ll also need an Update action (as opposed to just a Create action).ExampleIf you wanted to update a Description field for someone in your CRM, you would need something like Find Contact a

31453

1 month ago

nicksimardZapier Staff

published in Featured Articles

By Zapier: Learn About Looping

What's up Zapficionados! In this "By Zapier" article I'm going to take a look at Looping by Zapier. What it is, how it works, and some examples of how to use it in your workflows. Let's dive in!What It Is How It Works Create Loop From Text Create Loop From Line Items Create Loop From Numbers What You Can Build With It Example 1: Looping Through Calendar Attendees to Find and Update Airtable Records Example 2: Updating Something (Maybe an Invoice) With Multiple Items [Workaround] Example 3: Take Action on Each Item of an eCommerce Order Wrapping UpWhat It IsLooping by Zapier is a helper app to repeat action(s) in your Zaps a variable number of times for sets of values.Ok, but what does that mean? Let's use an image to illustrate:Here you can see that the Zap has a step that provides 4 line items. Using Looping by Zapier, each one of those line items can run through that first action step and the second action step. It's as though the Zap was triggered 4 separate times, except that

37568

1 month ago

nicksimardZapier Staff

published in Featured Articles

Learn More About Schedule by Zapier

What It Is How It Works What You Can Build With It How to turn a Zap OFF and ON with a schedule Schedule recurring messages in Slack with Zapier Check spreadsheet records on a schedule Schedule a Meeting on First Working Day Of Next Month Tips and Tricks I need to trigger on only certain days of the week when using the "Every Day" Trigger. Can I Trigger a Zap Quarterly or Annually? Can I set a time that is not on the hour using the "Every Day" Trigger? What It IsSchedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.How It WorksWith Schedule by Zapier you have the following triggers:Available triggers for Schedule by ZapierThere’s not much need to explain what each one does, as it’s pretty self-explanatory. You can trigger a Zap every hour, day, week or month.NOTE: You can skip

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1 month ago

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