Question

What's your most important Zap?

I know there are so many things you could automate with Zapier, but wondering which Zaps made Zapier irreplaceable for your team.

Mentioned
#Zapier #Calendly #around
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_dijy_'s avatar
a year ago
Bookmarking articles

I have a zap that works with the "Push by Zapier" chrome extension, where whenever I wanna bookmark an article, I click on it and it, and it goes into a Google Sheet timestamped.

8 points
maguay's avatar
@maguay (replying to @_dijy_ )
a year ago

Oh that's clever. Do you then open the spreadsheet whenever you need to find a bookmark, or do you import that sheet into your browser periodically?

3 points
HarrisonJackson's avatar
a year ago
Slack Prompts and Nudges

I have a zap that gets kicked off each morning with Schedule by Zapier. It grabs the weather for my zip code and my horoscope then sends them to me in slack - along with a prompt to post my standup into my team channel. The next step in the Zap delays for a few hours before sending me another slack message to see if I am spinning my wheels on anything and to ping coworkers that I am alive and check on them.

I also have a bookmarking zap I love but I use the Pocket chrome extension to trigger it instead of push by zapier. It sends the link into a slack channel and adds it to an airtable. I used to add these to a digest and email that to myself every Friday but I bookmark too many things for that to have any value.

I used to use webhooks and code steps to prototype features before adding them into our product but AWS Lambda is so easy to launch an api with that I don't really use these as much anymore.

5 points
namtrok's avatar
a year ago
No Show/reminder emails

I do a lot of new business calls via Zoom conferencing and while I have the scheduling automated via oncehub I was struggling with how to remind people if they were late or how to "flag" them as a no-show and to remind them to reschedule.

Then I realized I could add two zaps which are both triggered by the "Push by Zapier" one for 5 minutes late and one for 15 minutes late. They both look for a current event in my calendar and then grab the person's name/email address and the event information, then use that to send the person either a reminder/here's how to connect email OR a hey, so sorry we missed eachother here's how to reschedule email. The coolest part is I can trigger these anytime anywhere and I don't have to go look up the person's contact details or the event information etc.

Seems small, but has already reduced no shows and helped me to be a better (proactive) communicator.

4 points
maguay's avatar
@maguay (replying to @namtrok )
a year ago

Oh that's a really neat idea! Love hearing creative uses of the Push trigger, as so many automations just need that one personal action and then everything else can be handled automatically.

2 points
bentossell's avatar
a year ago
I haven't got just one! Webhook Zap is 🔥

I've got 69 zaps running for Makerpad which do a combo of different things. I built user profiles which allow people to add tools to their profiles and the zap part brings in the webflow form, search airtable for the profile, add a new record in a separate table, re-find the airtable profile and then push multi-ref items to that persons profile on webflow. We use the webhook to speak to the webflow api and rollup the multiple items into the profile. Took a little while to get it right but works a treat!

4 points
maguay's avatar
@maguay (replying to @bentossell )
a year ago

Webhooks—and their somewhat-less-powerful cousin, RSS feeds—enable so many amazing Zapier workflows.

I need to try Webflow—your workflow there sounds incredible.

1 point
NBNite's avatar
12 months ago
Sending Confirmation Emails

Not all calendar events are created using a scheduling tool (ie. Calendly) that has native confirmation emails - so we use a zap to get around that. Using a variety of zaps - searching within Google Calendar, several filters, and text scraping, we're able to send confirmation emails to all recipients on specific calendar events.

One extra step is the automation of an email to the front desk/receptionist on our floor - guest names need to be added to the security list for building access and it must come from the front desk. Every morning at 7AM, a zap runs and checks for any meeting with our address listed as the location. If there is one, the next step creates an email and pulls the guests names out of the description to send to the front desk.

The small things make the biggest difference.

4 points
awwstn's avatar
@awwstn (replying to @NBNite )
12 months ago

This is super creative!

2 points
AndrewJDavison's avatar
12 months ago
Looping through a Google Sheet

I've built thousands of zaps for people at this point, but I have fond memories of the first complex zap I built when I got into Zapier four years ago - and I think it's still very useful now.

I ran (and still run) a small business matching language teachers with students in their area. Our CRM was a Google Sheet, each match was a row, and each row has a status, and date on which I wanted to email the teacher asking for an update.

Realising that a Zapier will only find the first row matching a criteria, I built a zap that triggered with a webhook and ended with one... and triggered itself again. I had it find the first row matching the day's date, action on it, then change the date column to a new date, so that next the zap ran, it found the next row down.

Pretty ingenious stuff I think!

3 points
maguay's avatar
@maguay (replying to @AndrewJDavison )
12 months ago

Ah man that’s super clever! I use Google Sheets in easily half of my zaps, so I may have to give that a shot. Searches end up being so limited when they only return the first result!

2 points
whyjenwhy1's avatar
a year ago
Booking a call without the back and forth!

My workflow is a combination of a Chatfuel sequence and a Zapier workflow. It's pretty awesome, when they start a conversation with the chatbot, it's going to ask what their problem is and what kind of fix are they hoping to get. Once they give their email, a message is going to invite them to book a call with the button that links to a Calendly booking page. When they leave their email but they don't book a call, Zapier is going to send their details in Slack and in Pipedrive and my Todoist so I can follow them up. When they book a paid call, Zapier is going to update the deal stage in Pipedrive and then send them reminder emails prior to the call and also updates the deal with the paid amount (our Calendly is linked to Stripe).

Also works for spams. I just add a 🖕in the spam messages that go to our Slack channel and it's going to search and delete the deal (also a combination of zapier and Pipedrive internal automation) 🤣

2 points
maguay's avatar
@maguay (replying to @whyjenwhy1 )
a year ago

That's pretty awesome!

We're using something similar for rejecting posts at Capiche, though using 🚫 to mark junk posts.

1 point
whyjenwhy1's avatar
@whyjenwhy1 (replying to @maguay )
a year ago

Yeah maybe my emoji is a little aggressive 😂 I also got to build a two-sided marketplace for a client where their users can race accepting a posted job in Chatfuel. The possibilities are endless when you finally understand how the steps and APIs work I love it!

2 points
maguay's avatar
@maguay (replying to @whyjenwhy1 )
a year ago

Chatfuel's pretty great—I've tested it but haven't used it in production. Was that very difficult to build, and does it require Zaps or just Chatfuel steps?

1 point
whyjenwhy1's avatar
@whyjenwhy1 (replying to @maguay )
a year ago

It was a little tricky because you can't send hidden values to Chatfuel, so the challenge was sending the job ID back to Airtable when they accept a job. I fixed that by putting the job ID in the button name and using formatter to extract the numbers. I think my biggest complaint about Chatfuel is that it takes time for the contact attributes to be updated when you're updating it via Zapier. That can be solved bt sending them to a block that does the updating for you though but it's still a bugger

2 points
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