Community Discussions

Integrate Jira, zapier, and Redbooth

Good morning, I am trying to integrate jira zo zapier to update the status of the incident after making another tool called Redbooth, put a task in finished and tried sending it through a webhook b...

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x.ai is shutting down...what are the best alternatives?

Title speaks for itself. They got acquired by Bizzaboo and now integrating it there 😿 (details). I never properly tried Calendly, so I'm wondering what are people's favorite alternatives. Definitel...

How can we make Notion work seamlessly with Confluence and Jira?

I'm a big user of Notion and would love for my team to start using it as well. We are about to transition over to Jira from Wrike and will have access to Confluence. Does it make sense for us to ma...

The Notion API is here—how are you using it?

Notion's API is finally live in public beta, with new Notion Zapier integrations ready to automate your Notion databases at least. Have you set up any Notion automations yet? How do you plan to us...

Automate content updates on 100+ landing pages

Hello! We need to create 100+ landing pages for collecting feedback on individual instructors. Each page will have their photo, bio, and a 5 question feedback form. When the instructor's bio chan...

What do you think is missing in the productivity suite market?

Is there a way for IT professionals to get more out of their work? If so, what are your favorite productivity tools that are currently available?

What user management tools do you use for your SaaS product?

We're looking at evaluating a few solutions and looking for a pre-packaged solution like Auth0 to be the central user management aspect. Right now we're using a Drupal dashboard but want to get of...

Need a newsletter tool that integrates with Wordpress & Hubspot

I have a client with the Starter Hubspot package — the way I understand it, if you use it to send email newsletters, it only keeps a web-based version of the email for a year. It doesn't exactly in...

Issuing Invoices from ClickUp

Hello, I'm wondering if there is an option for issuing invoices directly from clickup. My aim is to have everything integrated and I would like to create a template using most of the information th...

What's the best way to build a document generation workflow with a branded frontend?

I have the following workflow: Customer Data in Database - Connect Sales Person to customer - generate Document - monitor payment - send payment to Sales Person The Data input should be in an indi...

Do you pick business SaaS based on whether they have mobile apps?

We were recently considering switching the tool our team uses for data and dashboards, and realized most of the options only offer web apps—and that we might consider switching the tool we use just...

SaaS Customer Service

It is time for consumers/business to start pushing back on poor customer service from SaaS providers? Are SaaS providers pushing support too much onto the end user, and if so, as an industry, how ...

What software changed how you think and work?

Most new software adds a slight new twist to the way you already work—perhaps it helps you send email faster or add notes automatically, but generally works in the same way as other tools in the ca...

Zapier and Shopify

How do you create a product using Zapier so that the product defaults to Tracked Inventory - I need to upload products with quantities automatically from a Google Sheet

If you run a consumer products company, what software(s) do you use to manage your supply chain?

How do you manage purchase orders, invoice payment, tracking manufacturing, freight shipments, inventory planning?

How can you automatically send an email to an invitee when you add them to a Google Calendar event?

When a new invitee is added to a google calendar event then automatically send an email to that invitee. Does anyone know how this can be achieved? Zapier doesn't seem to have this ability.

What will be the breakout software category in 2021?

2020 saw an explosion in the use of video chat tools—and the ecosystem of add-on software to make video calls better and other tools to aid remote work. It also saw notes apps be an increasingly po...

What's the best new software from 2020?

What's your favorite software that you've started using this year? Anything special that improved your workflows and helped you be more productive in 2020? Or were there any major updates to softwa...

What software do you keep connected with integrations?

Some software can stand alone, no other tools needed. You could use Photoshop or PowerPoint on their own forever without missing out on much. Other tools thrive with connections. You could use a f...

How do you combine notes with a bookmark service?

I'm currently using Evernote for all my notes and pdfs. Whenever I need to find something I search there. I utilise a flat structure (3 notebooks and no tags) and rely on search when I need somethi...

How do you manage your contacts?

My phone's contacts app is perpetually a mess, filled with old contacts I don't need anymore, duplicate contacts from merging email accounts and upgrading to new phones, and more. Is there a bette...

What software are you most thankful for?

It's hard to imagine the world without software—without video calls and instant messages and spellcheck and all the tiny bits of software we rely on without thinking. What software changed your li...

Email-based sales tool

Our current sales process is a very barebones: when a lead completes a form on our website, we send them an automatic email. When the lead responds, we use Front to assign the threads to each other...

Push surveys based on location

Any ideas on if / how it might be possible to push an invitation for a survey to smartphones based on location. E.g. rail user enters railway station, and they see a pop up on their phone inviting...

What tech do you wish had never changed?

WinAmp. Aol and MSN messenger. GeoCities. Netscape. Encarta. The sound of floppies and hard drives and dial-up modems. It's incredible how nostalgic some older tech can feel today. It was exciting...

Any suggestions for a workaround to an Outlook calendar not syncing with Google Calendars?

Google lets you subscribe to a calendar using a URL - although when using an Outlook 365 Calendar link, events are copied over once, and then the syncing stops. This seems to be a relatively new is...

How do you read your email newsletters?

Everyone has an email newsletter these days, it seems—and they're often great. Some of today's best writing comes in subscription email newsletters. But then, that means your best reading lives al...

What are your favorite email-powered apps or hacks?

Email's not just a way to send messages—it's also a way to connect apps without APIs. And with some apps, it can be the main way you use the software. I Done This, for example, was entirely built a...

Do you have a strategy to combine all your notes from every app?

I tend to find I write notes in a variety of apps—handwritten notes on paper or in Apple Notes on the iPad, quick typed notes in iA Writer or Tot, research in Roam Research, detailed notes to save ...

How do you automate follow-up emails?

I've got a funny use-case for a client I'm volunteering on. They're dealing with some legacy folks who work in Excel. Every week they send out an email to a series of people with an Excel sheet at...

Todoist now lets you organize tasks on kanban boards

In addition to Todoist’s default list view, you can now also view your task in a board view that’s reminiscent of Trello’s kanban boards. There, your tasks will be organized by your project section...

Built-in automations vs. dedicated automation workflow software?

Tools like Zapier, IFTTT, Integromat, and more make it easy to connect data between apps and get work done automatically. But sometimes they're not needed. It's increasingly common for software to...

IFTTT now has paid plans.

One of the original automation tools, IFTTT has also been typically a simpler alternative to Zapier and other more detailed workflow automation software. IFTTT—which stands for If This Then That—wo...

PDFFiller for document signing, or alternatives?

Does anyone out there use PDFFiller for document signing? We have a fairly complex process that will create a slew of documents out of Airtable data via Zapier. PDFFiller seems like it checks all...

A quick look at P2, the new remote collaboration tool from WordPress parent Automattic.

With 1,200+ team members across 77 countries, The parent company behind WordPress and WooCommerce, Automattic, is one of the larger fully remote companies. And they're back this week with a new ta...

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Which software has the best onboarding experience?

I'm looking for world class examples of an app, ideally B2B, that handle onboarding well, with a good mix of in-product onboarding and human-guided. I'm especially interested in the apps that have ...

What software should a modern office suite include?

For over 30 years, the Office suite has meant a bundle of software including a word processor, spreadsheet, and presentation tool among other apps. But are those the most relevant tools for a mode...

Which is the best relational database product besides Airtable?

We build a ton of no code applications and these require databases so we have used Airtable most often. However, now there is a better tool (I think) with Stackby (stackby.com). What other database...

How do you run SaaS referral programs?

We're looking at automating how we handle referrals - it's currently done manually with Typeform with clients uploading referrer names and emails. We upload these folks into Salesforce manually. ...

A question on many's mind: Any insight out there as to when the Notion API is actually coming?

Hi, I, like I am guessing 100's here in Capiche, cannot get past a day without envisioning all the ways I will be using the Notion API when it finally comes out. There seems very little info of an...

Evernote vs. Notion

For writers/bloggers looking to 1) save discovered content (ex. different articles, links to podcasts, etc.) and 2) save writing (drafts, notes, edits, etc.) in one place, any suggestions?

Excel vs. Google Sheets: What's the best spreadsheet in 2020?

It's been decades since spreadsheets became the original killer app on personal computers, one of the main reasons people bought early PCs and Apple IIs. And they're still some of the most versatil...

Best document signing tool

Hey, For our UX/UI design and development agency, We sign a lot of documents, just looking for the best tool to facilitate these agreements and make the friction as little as possible. Mainly in...

What tools do you use for personal administrative tasks?

I recently added 1Password and Backblaze to my "home stack" to coordinate thing within my family. In addition, I use: 1Password - So my wife and I can share passwords Backblaze - Automated ackups...

What software do you wish existed?

What software are you looking for that you've never been able to find, and wish there was something for that exact use case? Maybe there's something that almost fits your needs but not quite. Or m...

What self-hosted software do you use?

The CMS for your blog or website is likely self-hosted—unless you're using a service like Ghost's hosting or a website builder tool like Squarespace. That's often supplemented with hosted services...

What is the best no code software to hack a B2B web app that requires web forms to be sent from businesses to their clients?

My app needs a UI for businesses, a web forms functionality where users can submit texts and attach documents, an SMS API (thinking of using Twilio). Is Airtable sufficient for the DB, what to use ...

What is the best tool for building, generating and sending quotes?

We build and market websites and we are trying to shift away from an all-you-can-eat type of service, and move towards a quote based system. Does anyone have any good tools for building, generatin...

How did you learn to build distribution for your products?

There's so much content online about how to get to product-market fit, but content around how to build distribution for your product (using content, Google ads, etc.) If you've built distribution ...

Thoughts on Retool?

I've been using Retool for a bit to build internal tools, and I'm becoming a fan of this type of system. If you haven't seen it, check it out: https://retool.com/. I really like the concept, defi...

How can I get more detailed task usage/zap from Zapier?

We're starting to hit the limit on our current plan, but I think that it's because we've got a few zaps that are particularly hangry, and use up a ton of our tasks. If we modify or manage those if ...

Zapier vs Integromat?

I have been migrating many of my Zapier flows over to Integromat after hitting the boundary of what seems to be possible with Zapier: lack of certain functions within supported apps (ie Fav on Twit...

Meet the Capiche Community, May 2020.

New to Capiche? We’d love to have you share a bit about yourself with the rest of the community! What are you working on this month? What’s the newest software you’ve started using? What’s someth...

How do you keep track of automations and integrations?

I try to use a lot of tools from Zapier to Hazel, but I easily forget what I've done and over time the benefits of such automation start to fade. I'd be interested in learning how other users deal ...

What marketing automation are you most proud of?

Doesn’t matter if it’s a slack alert for a new customer or a complex welcome flow that kicks off on multiple platforms. What did you automate and why does it make you happy?

How do I persuade a manager or boss to change parts of the company culture?

I wanted to ask about Zapier's culture and how even if a company's culture is very depressing how a worker could persuade either the boss or manager to consider changing things up a bit. As I wor...

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What growth strategies have worked best for Zapier?

I have followed Zapier over the years via Andrew Warner and Mixergy, and I know that partnerships with companies and cross promotion helped a lot with marketing and user acquisition. I'm just curio...

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How has Zapier’s growth strategy changed over time?

You guys have the SEO game locked down 🔒. How about being able to flex on coworkers by sharing how much time has been saved through zaps? Add some sharing features to grow users 😍

How did you think about fundraising strategy for Zapier and would your thinking be different today?

Just curious how you navigated fundraising for an API platform business. Think strategy would/should change in late of recent events?

How do you see Zapier's product and messaging change to support different types of customers?

As you diversify your marketing channels, and dig deeper into different audiences which result in an audience less familiar with technology, how do you help them use the product better—and still ma...

With more software companies building native integrations, how do you see the use cases for Zapier changing?

For example, Zapier used to be the only way to connect Typeform and Google Sheets, but now there's a native integration.

How much has Zapier changed over the past few years, in terms of its focus, its usage, and user base?

Do you see growing interest in personal automation, or does it remain a niche? Has interest changed -- from software and services to things, or in any other way? Thanks!

Will Zapier add more advanced functionality?

Over the past year, you have reworked the Zapier editor to try and make it easier for non-technical folks to use. Will you be adding an option that will allow advanced users to enable more sophisti...

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wadefoster's avatar
Yes. 1 points
As the big player in the automation space, how do you view/approach competing platforms?

Zapier has the market share but Piesync, Integromat and a handful of others are newer to the scene and looking to grow. How do you stay ahead of the competition?

Do you intend to add additional channels for support?

Zapier has an incredible support team - they're always able to help and provide great directions when troubleshooting a zap. The one issue is that isn't not in real time, as the support is complete...

How do I embed a Google Drive image in a Zoho document template?

I would like to embed an external image in my Zoho PDF template. The images are saved in my Google Drive and are retrieved via Zapier. I used the embed URL from the search step but it's still not s...

Which billing and invoice software to integrate with Salesforce?

Hi All, we're a 10 person startup, recently closed our seed round, built out our salesforce solution, and now looking to automate our billing , contract signing and invoicing. We sell SaaS softwar...

What are your favorite tools to build an MVP?

I've used Airtable extensively to build simple internal apps as minimal viable products, but would love to build something bigger without coding. What are your favorite tools to build MVPs?

What's the difference between Zapier and IFTTT?

Would like to automate a few routine tasks and curious which service others picked, and why.

What marketing workflows do you automate with Zapier?

Zapier is so powerful, and I'm looking for some ideas of how other people are using it for marketing/growth automation. I'll share mine below as well.

How do you use Zapier Storage?

I can't quite figure it out—what's Zapier Storage for, and when would I use it?

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How do you move Zaps to a new account?

I have some Zaps on a personal account that I'd like to get on our team account. Is there any way to move them?

What app did you hack to get to work on Zapier?

Many mobile apps especially don't work with Zapier yet—do you have any that you found a workaround to get to work with Zapier?

Should you add Paths to a Zap, or use Filters?

Seems like Paths essentially add a filter to your Zap—which one should you use when?

What custom apps have you built in Airtable?

Our team has used Airtable to essentially replace Trello for managing an editorial workflow, but would love to see any more full-featured apps others have built in Airtable.

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