Zapier 101: Automate boring & repetitive tasks

1. Trailer: Welcome to the Zapier one-to-one course. My name is Anna, and in this course you will learn how you can automate the boring and tedious tasks in your work using Zapier, that here is a powerful business automation tool that allows you to connect more than 3000 different business tools that you know and you use on a daily basis together in order to create powerful automations, you can build pretty much anything using the API from really simple automations, like uploading your email attachments to Google Drive, to really complex workflows that span dozens of tasks and dozens of tools. And that really save you hours of time in your daily business. The best part is that you don't need to be a programmer or technology wizard in order to be able to use that here to create powerful automations. Because Zapier makes it easy for anyone to use their tools and to create these powerful workflows. And if you're still worried that this just isn't for you because you're not a technology person than I have good news for you because this course is really designed for beginners. We cover all the really basic technological concepts in detail. And we go through the process step-by-step. We'll start off with really simple automations and getting to know how's the appeal works in the first place. So understand how the concept of triggers and actions work, and how data is passed through different tools ends up here, and how you can build your first basic automation. Then we'll go on to build a more complex workflow that involves a bit more tasks and a bit more different tools to get you started and used to having these bigger Zapier automations. In the second section of the course, we're going to take a look at many of the basic features in Zapier and also many of the built-in apps that allow you to create. More easily. You're going to learn how you can schedule automations to run at a certain time. You're also going to learn how you can use the Zapier formula to format the different data that you have and to build really powerful automations. And you will also learn how you can use filters and Zapier to filter out certain automations for money and to really fine tune how automation works. Once we've built the foundation with these basics API functionalities, we're going to go on to the more advanced concepts in section 3 of this course. This is where you learn about things like RSS by Zapier, zap your workbooks, approval by Zapier digest by Zapier and much more throughout these to more theoretical sections, we'll also cover many use cases and you actually see how to implement the different features inside of the chapter. After that, we are going to focus on Zapier use cases. So you learn how you can actually put systems and structures in place. Literally save you hours in your business like and advanced onboarding process, social media automation, automating, like form entries and stuff like this, and many, many more things you can do with Zapier. In each module, you'll directly implement what you've learned and you'll see how you can use the different functionalities and practice. You'll also get access to many of these automations as templates so that you can directly implement them into your workflow and into your business without having to build them yourself. So you have like a library of different templates to choose from, which are included in the course. And if you ever need any help, I am personally there to answer any of your questions and I'll be there for you in the Q&A forum. And lastly, you will also get access any of the future update of this course, which there will definitely be a lot of stuff that sounds interesting to you. I look forward to teaching you all about this gradient tool. See you in the course. 2. Introduction: Hey there and welcome to the Zapier one-to-one course. My name is Janusz and I will be leading you throughout this course and helping you learn to understand the API and how you can use it to automate your life and to automate the dull and boring tasks in your business. By the end of this course, you have a good understanding of the Zapier tools of the built-in apps and many of the most popular integrations that they appear has throughout this course, I will regularly reference some of the resources that I have prepared for you for this course. And they will always be down below in the video description where you can download them and also like copy the automations that we will be building into your own Zapier account. So please make use of that and check that out because these are some really, really helpful resources that will save you a lot of time and not having to build the automation to yourself and so on. Also, if you have questions concerning any of the automation that we're building and any of the videos, the concepts, and so on, then please feel free to let me know in the Q&A section and I will happily answer any of your questions. So don't be shy. Ask your questions because I'm here to help and I want you to get the most out of this course. Now for those of you that haven't ever worked with API and have just recently come across API as a tool. I want to briefly explain what they've actually does and why we even want to use it. Zapier is a tool that lets you connect different other tools together. So it acts like, kind of like the glue between different software products. And it allows you to create automations that let you do one thing in one tool. When something else happens in another tool, for example, they occur is the market leader in this field. They have more than 3000 different integrations with different tools and they're the most easy to use and that's why they're so popular. And that's why you should definitely go through his course entirely and try to understand their peers yourself because you can get massive value from knowing how to use the tool to better understand how it works. It's actually like the interface between different products that you have. For example, you could make your Gmail inbox, talk to your to-do list, to do list application. And you could say, for example, if I get a new e-mail that has something like important in the subject line, then create a new to-do lists to-do item for me in my to-do list account. That's powerful because this will happen automatically. Because you can set up these automations called zaps and Zapier, which handled this stuff for you. And this way you can pretty much have a personal assistant that just automatically does some of the work for you and allows you to free up your time and allows you to do less of the boring work. For example, things like, you know, just data entry, copy pasting things, setting up a new folder structure when you're first starting a new project. Now, all of these things that are like pretty generic and don't require much like thinking and much to decision-making can be easily replaced using Zapier. And that's just scratching the surface of what they pure allows you to do. You can do much more complex and complicated workflows that span dozens of different tools that have much more complicated or like advanced features built into them. And that can really save you hours of time by just setting this up once and then letting the zap, the automation ends up here. Just do the work for you. I'll be showing you lots of these different workflows throughout this course. But just to give you some idea of what you could do, for example, one really popular use case is to use Zapier to automate social media posting. So you could do something where you'd like, if you post a new Instagram or Facebook post, then this post will also be posted on Twitter, on LinkedIn, on Pinterest, on Instagram, all these other different platforms. And you don't have to do that manually yourself. Or another really useful and really popular use case is to have an onboarding workflow for your, you know, your client-based business. So whenever a new client joins a company and has to be onboarded, you need login data for the accounts. They need to provide you with some, some content and so on. For these kinds of scenarios, you can have a complex onboarding workflow that sets up the client's accounts everywhere, that collects data from the client, and so on. So we'll go into more detail on this later as well. We'll build this kind of onboarding workflow or selves. But just so that you know, what is actually possible in Zapier. And also maybe one more example. I have a pretty complex YouTube posting workflow where when I post a new YouTube video, then this video will be uploaded to my website. It will also be posted on Twitter, and I'll use a link shortener as well to shorten the link and have a branded custom link. But I'm getting ahead of myself. These are all the things that we'll do later in the course. But just so that you have, you know, a bit of a overview or what's possible and what we can build later on in the course as well. 3. Create your account: In order to use their peer, you will have to create your own Zapier account. And there are different types of counsel, different pricing models for Zapier. So wanted to give you an overview about what would be best for you in your scenario. So as you see, I'm here on the Zapier pricing page and you see the different plans that they appear has to offer. Now if you're just starting out, I recommend that you actually get the free trial account, which allows you to test out the premium features of the API for free for I think like 14 days. And then after that, you can actually decide whether you want to upgrade your plan or whether you want to downgrade it, and so on. So that's the best choice that you can make and the beginning. But let me show you some of the differences between the different premium pricing pricing plans, because you will most likely have to upgrade to one of those if you plan on using the API in your business in the long run. For CEQA, there are actually five different plants and I'm only going to talk about the first three plants because they are the most relevant for single users or small teams, the free plan is actually free for other, which means you can use that if you want to. And you don't even have to pay for anything when you're Zapier account. The only problem is that it's really, really limited, so you only get 100 tasks per month. We'll get into that later. That's not 200 and for now. But the biggest problem is that this only allows you to have single-step XR apps. And the single steps apps are, well just automations that have one trigger and then one tool or like additional step that actually gets automated. And this is as we'll get into later. Yeah, too little for most of the automation. So usually you need a couple of different steps and sometimes even like 20 to 30 steps. So this is it doesn't work with this, with this type of account. That's why I actually recommend if you're just starting out and you don't need all the features to choose the starter account. This gives you access to also to premium apps. And also it allows you to have these multi-step stops. So this makes it possible for you to have more advanced workflows. This means you will have to pay for Zapier account, but again, you also get much more features and you can take advantage of some of the powerful, powerful automation that you can build with APR, the last plan is the professional plan. Just so you know, that's the planet I'm actually using in these tutorials. So if you're unsure why you can't find a certain feature, that's maybe because you have just the storage account or a free account. And I'm actually using the professional account. The one thing that actually makes this account really powerful, and that's also the reason why I actually use it, is because it allows you to have custom logic. We'll get into what that is later. But this is a really powerful feature that is needed in some of the more advanced step your automations. And that's why I'm choosing this account for most of us, absolutely. You will be able to do them with the thorough account. And then if you feel like you can get more value out of the professional account as well, I would recommend that you actually upgrade to create your account. Just go to Zapier.com and then you can easily sign up with Google, with Facebook, Microsoft, or just with your normal email name. And then you can choose the account as you want use. And then I'll see you in the next video when we start talking about legislatures and we'll build our first Daphnia automation sequence. 4. Creating your first Zap: Welcome back to these actual one-to-one course. In this video, we're going to be creating our very own in the very first, the API automation, I'll try my best to go over each of these steps in as much detail as possible and to make this as beginner friendly as possible. But if you nevertheless have any questions, again, please feel free to let me know because this is really important. So what we're doing in this video is really important for the rest of the course. And we'll use the same features and functionalities throughout all the other automation that we're building. So as I told you already in that year, the automations are called the apps. Each of these automations consists of two different parts, the first one being the trigger and the second one being one or more action steps that follow trigger. And this always works in this kind of if this then that kind of structures. So if something happens, then do something else in maybe the different tool. So as we talked about earlier, for example, if I have a new email matching a specific search term, then add a task to my tissue is account or a different use case could be, you know, if I have a new e-mail that has an attachment and I want to save that attachment to my Google Drive, for example. Then if I have a new male that has a attachment, then upload that attachment to my Google Drive folder. So let's see how this actually works. In fact, Zapier, I'm here in my Zapier account. And if I click on Make a zap, I can actually create a new zip, your automation. And now we're actually inside of the Zapier automation builder, as I like to call it or as it's generally called. And this is where you can like build automations. The first thing is to choose a trigger so that we are already tells us we need to choose a trigger. In our case, we want to duplicate or replicate the automation that I just talked about, where we actually upload the attachments from our Gmail emails to our Google Drive folder. So we now have to first search for the app that we want to trigger this automation. And in our case, this is obviously going to be Gmail. So I'm going to search for G-mail and then click on this icon. So now we see that this trigger has turned into Gmail and we can start building and automation that triggers in Gmail. Now, next we can actually choose the trigger event, and this is the actual type of event that will trigger the automation. So there are different options to choose from. For example, we could say we want this to trigger whenever I add a new label. Or we could also say, suddenly I talked about earlier, you know, the, when there is a new email matching a search. So for example, if the email subject line has the word important in it, in our case where we want to use is the new attachment triggers. So this triggers whenever we receive a new attachment in our email inbox. And it also says it triggers once per attachment. So click on this. And now we can click on the Continue button right here. Now, we have to choose the account that we want to use for this automation. And when you have just credit your Zapier account, you will actually need to connect your G-mail account to Zapier in order to make this work. In my case, I actually have these Gmail accounts set up already so I can just use that. But again, you will probably have to authenticate your G-mail account with Zapier to make this connection possible. Because you need Zapier to be able to access your Gmail account to make automations work. Once you've chosen the correct G-mail account, you can just click on Continue again. Now we can actually set up this trigger as well. And in this case we don't actually need much of this setup because we just wanted to trigger for any of the attachments in our account. So we can just leave both of these fields empty if you want a more specific Zap, Zap to trigger for more specific criteria, then you can enter that in right here. For now, we'll just click on Continue, and then we are actually finished setting up this trigger. The only thing that we have to do is we actually have to test the trigger. This is something that you'll probably get used to when you're using Zapier to build automations often because you're just has to make sure that actually the steps that you're setting out, that they work, because behind the scenes, it's a lot of code doing all the things that you want like you to do. And you just need to make sure that human needs make sure that the different automations and the different steps are just setup correctly. So in this case we'll just click on Test trigger and then zip it will try to find an email in your inbox that actually has an attachment or Demosthenes, generally speaking. Email that matches the criteria that we chose in the trigger. So we'll just click on Test. And after a bit of time, the automation actually found this attachment C, which is one of the attachment that it pulled in from my email account. And this is great because now we can use that to test the automation in the next steps as well. So usually the data that is pulling from the trigger will then be used as like the demo data for the coming steps of his app to make it possible for you to see what it would look like if there was a new file, in our case, a new attachment coming into our inbox. And we can test the different steps with actual values for it. So the test is done. We'll click on Continue. And as you see our first step, the trigger step actually now has this little green checkbox right here. And this is important because this means that this step is setup correctly and that it is tested and it is working. At least in theory. You need this to be this way because otherwise, you won't be able to later turn on yours up and to start the automation and start making your animation work. Because, you know, if you don't do that and your animation is just not set up correctly, it's not tested properly. And then it might run into errors, which is something that you don't want. So just make sure that for each of these steps, at the end you have this little green check box appear. And then that means that the step is setup correctly and that it should be working. Now we can go on to setup the action of ours app. So the thing that actually happens once the trigger is the trigger triggers this automation. And in our case, we want to choose the Google Drive app in Zapier for this. So we'll just click on Google Drive. And for the action event, we actually want to choose the upload file action event because as you know, we want to upload the files to our Google Drive. When we get them as attachments, we'll click on Continue. And then again, you will have to connect your Google Drive account. You'll have to do that for every account that is new to Zapier account that you haven't connected to your Zapier account yet will have to be connected individually. You don't have to do that all the time. It's just the first time you set up all these automations is where you have to authenticate all the different accounts. But then after that, you can just use the accounts that you've set up and you don't need to do that every single time you log in to your Zapier account because that would just be a lot of unnecessary work. All right, so in my case, I'm going to choose just my normal Google Drive account. And under the nose just click on Continue. Again, we have to set up the action. In this case, I'll just choose for the drive, I'll just choose my normal Google Drive like this. And for the folder, I'll just have a look. I have I'll just use the email attachments. Follow that. I have already. So just click on that and yeah, that should be fine. Now, the next thing is that we actually need to specify what file we want the Google Drive to upload or what file we want to upload to Drive. And this is where the features and the power of Zapier really comes in. Because if we click on this field right here, you see that we get these different options from the Gmail account. So we now have the option to use some of the data that was sent in the previous steps of our Exactly automation inside of these next steps. So for this file, we now have to only choose the attachment heat right here. And then this tells that year to automatically take whatever file we got from the attachment. So the new attachment that would just, that appeared up here and which triggered this app, will take that and insert that into our Google Drive account and then upload it to the email attachments folder in my Google Drive. And yet this is, this is where the power of that already comes in and this is where it really shines and what makes us a powerful because we can take this information and we can just plug it into all the different tools. And in all these different steps, we can use that data over and over again to create these workflows. Alright, so for now, I'll also gives us a filename that doesn't make much sense as you do this for a notes app. So I usually just leave that out, but in this case I'll just call it they appear demo. And then we can click on Continue. We don't need the other fields because they are just not necessary for automation. Again, we have to test this action now. And for this we will just click on this Test on Continue button. And now we'll actually like try to upload this file to Google Drive. We can also then go to Google Drive and see if the file is actually been uploaded. So we'll click on Test and continue and then we'll see if it actually worked. All right, so apparently the test was successful. We see the success message. A file has been uploaded or 50 sent to Google Drive about 41 seconds ago. So this tells us that it actually seemed to work. So now let's check out my e-mail attachments folder and see if we can actually find the file. So it should be named Zapier demo. I do have a lot of file in here, so I don't know if I'll be able to sign it directly, but I'm sure that will actually discover it actually is down here. So right here you see this PDF file that your demo, this is actually the file that was pulled in from the Google Gmail account, the attachment that we had, and it was successfully uploaded to email attachments without me actually doing anything. So this was all done by Zapier. I didn't have to do anything for that. Now we're just going to go back to our zap and we now saw that it actually worked and these app is successful. So what we can do is we can click on this, turn on that button like this. And this actually means that we get a success message. And now this lab is actually active and running. So now whenever I get a new e-mail attachment in my Gmail account, it will be uploaded to my email attachments folder in Google Drive completely automatically without me having to do anything. That's the beauty of using Zapier. Now one more thing that we want you to do is to rename this that goes in now doesn't really have a name. And all the ways tried to give it some descriptive name to make sure that they understand what the zap actually does. And so just don't get confused with all the different automations. So we'll just call this upload gmail attached to drive. Perfect. And now we can just go back and then we'll see that inside of our Zapier account. I have just credit this news app called Upload Gmail attachments to drive. It's turned on and it will be running from now on. Perfect, so now you set up your very own first, the API automation. And isn't that a great feeling to know that from now on you won't have to upload these attachment manually. You don't have to do that yourself because say pure as your personal assistant, it's handling it for you and does all the work for you. In the next video, we'll actually be building a more advanced setup that has a bit more different steps. So you'll see how these apps might work if you have more than one action step and you do more than one thing at once. After that then will actually go on to cover more of the concepts and more of the built-in tools that Zapier has to offer that make these automations much more easy to work with and allow you to have much more powerful automation as well. So that's it for this one, and I'll see you in the next video. 5. Create a more advanced Zap: Welcome back to the the IP 101 course. In this video, we're going to be creating a more advanced, uses multiple action steps to perform multiple tasks at once. That just doesn't fit more than the really small zapped out we credit in the last video. Now I'll also be talking a bit about some of the challenges you might be facing with apps. And we'll have like a bit of a challenge on how you can actually make your abs resistant against arrows and how you can prevent these errors that caused his app to stop or to stop working from happening. So without further ado, let's get right into this video. So in this case, we're going to be creating a social media posting workflow. I'll just go ahead and create a news app and then we can start building the actual steps. So what we're going to do is it will be a zap, and that actually is a Facebook post or triggers when we have a new Facebook post on our Facebook page. And then it should post out to various different other platforms like Instagram and Twitter. So we'll start off by choosing Facebook pages as the trigger. And the trigger event will actually say a new post to your timeline. So a new post in our pages timeline. Click on Continue. And then again, connect your Facebook account if you haven't done it already. I have mine connected already, so I don't need to do that, but you probably have to connect your account first, then just click on Continue, and then we can go on to create the action steps, right? So now you also have to choose the actual page that you want the trigger to happen on. So if you have multiple Facebook pages connected, then you can choose one right here. So in my case, I'm just going to choose my workspace Facebook page. Again, I'll just click on Continue. And then we can actually test the trigger already and see if we actually have a posting on Facebook, Thailand. If this isn't working for you, then please check if you actually do have an post in your Facebook page because often that is the error, that you just don't have the post there and then you can find one, the test fails, and so on. It seems like the test was successful. So Zapier found this testing posts that it was published, which is just for demonstration purposes. And yeah, now I can actually go to the next step and we can go 12 on the action steps. Now we want to post this Facebook post to Twitter as well, so we can choose one action to be the Twitter action. Just choose that. And then click on the crate, create tweet options. So as the action event, choose Create tweet, then click on Continue, and then same as before, connect to your account. I know it can be a bit frustrating in the beginning, but trust me, once you've worked with Xavier couple of times, then you've connected all your accounts and you don't need to do that over and over again. So I'll just choose my Twitter account from here, then click on Continue. And then we can solve it by setting up this snappier automation and this tweet in Twitter, which we're trying to post for the message, we can use the data from the Facebook posts and post again. So what we can do is I'm just going to expand that, but we can actually just choose the message from the Facebook posts as well. So the text in Facebook, we can just choose that to be posted to Twitter. Click on this and then inserted right here. Now I also have a, an image in my face proposed maybe I'm just going to show it to you right now. So here is the actual Facebook posts posted nine minutes ago. This you're testing posts. And it has a whole bunch of Lorem Ipsum text, a link at the bottom to my website, and then also this image of my logo. Now we want to insert this image into our tweet as well. So we want this to appear in this field. And that's why we can again expand all the options right here. And then we're going to choose the image from the Facebook for the Facebook data that we got. So we have the full resolution picture right here. And I think there's also a high resolution picture, but I don't actually know, so I'm just going to see okay, maybe so we'll just have to choose the full resolution picture like this. And now we're tell tens up here. Put that into this field for Twitter. Which then means, okay, tell Twitter to actually upload the image as well to our tweets. So yeah, that it works like this. Now we can also specify a of Twitter should shorten the URL. We will just turn that off because we don't need that. And then we'll click on Continue. And now we can actually test this automation. So I'll just click on Test Action. And now you see we actually get an error message. And if we take a look at the error message, we see that Says the tweet needs to be a bit shorter. So what we've just discovered here is that if you just take data from one place and plug it into a different tool without checking the requirements and without making sure that it actually is working. We can run introduce types of errors. And in this case, it's because Twitter has the limit of 280 characters for every tweet. And as you see right here, our posts actually is much longer than this. Which then again means that, yeah, Twitter just can't post this post because it's impossible to post yeah, tweets that are longer than 280 characters. So in cases like this, we actually have to make sure that the text can't be longer than the tournament 80 characters that are allowed before we try to plug it in to Twitter. So just to prevent these types of errors from happening, to make this easier for us that we have has a tool that allows you to manipulate the data to make it fit into the different tools that we want to use it. And so we're going to use that now. And we will have to insert a, another step in our Exactly automation for this. So I will actually click on this little plus button right here. And this allows us to insert a new step between the Facebook post and the Twitter action that we want to have. So I will just click on this. And now we'll click on format, which is a built-in app inside of Zapier. We're actually going to cover these up your formatting in much more detail in a later part of this course. For now, maybe just follow along and you will understand how it works and what you can do with it later part of the course. So as the action event, in this case, we actually want to choose the text action. This allows us to work with texts and to manipulate text, which is exactly what we want to do in this case. So we'll click on Continue. And now we can choose the transform values. So we can choose how we actually want to manipulate. The text. Will open up this menu right here. And we'll scroll down because we actually want to use the truncate transform option. So this allows us to take in a certain piece of text and then truncate it to a length that we want to have. So in this case, we don't want the text to be more than 280 characters. So this is going to be what we truncate it to. Here we have to first choose the input. So this is telling Zapier, what text do you want to truncate? So for this, we will just choose the message from Facebook. And then we can actually specify the max length. So this is in characters, so we can just say 280 characters. And we could also choose to skip certain characters, but we don't need that in this case. And the last option is to append the ellipsis. So to use the last three characters, to just use a dot-dot-dot just to signal that there is text missing and that this isn't the full like posts because we had to truncate it in the first place. So we'll actually turn this on. So we'll just choose true, which means turn this on. And then we'll just click on Continue to test the step. We'll just click on tests and continue. Now we see that the test was successful. So we can just expand that again and see that this is actually the output that we got. So you see it truncated the text at the end. It's only turn in characters. And at the end we have this ellipsis to signal that there's more to come off of that. So this is the output that is generated. And we can now use this inside of our tweet to make sure that the tweet can't ever be longer than 20 and 80 characters. So we'll close that out and we'll go back into our tweet step, go to the set of action step, and then we'll just delete this message that we inputted here because we now have a better and truncated version which makes short out. Don't have any errors inside of our automation because the text is too long, so we'll just use that. And we can keep the image. You can also keep the URL shortener to know. And we'll go back to testing the action. And then we'll just click on Test and continue. All right, so as you see, we still get the tweets with shorter error message. So what will actually do is we'll go back into the text and we'll just turn it down to maybe like true 60 because I think that it's just not accurate enough to be exactly two NAD. So there's like a slight different calculation between Zapier. Then it's just not working. So we'll just do it like this and say maxlength is 260 characters. And then we'll test that again and go back into the tweet step to actually test that as well and see if it's working now. And as you see now with that text truncated, we were now able to successfully send the tweet to Twitter. And I can actually show you a thing which is open right here. Yeah, you see it like this. This is how it looks. So the text has been truncated and the image has been pulled in from Facebook. So this is now working and we could use that to just use Facebook to post to Twitter as well. Now we're also going to set us up for Instagram now. And I want to show you some additional issues that you might run into when you're using tools like this and when you're using this app. So we'll see how we can fix those. And when it comes to Instagram. All right, so we'll go back to our Zapier automation and we'll just add in a new step. So we'll just search for Instagram and we want to choose the Instagram for Business option. Now, mind that this only will work if you actually do have an Instagram business account. So if you don't, then unfortunately you can't use Zapier to post on your Instagram page right now. So I recommend you set that up or you just leave it out and just watch the video to get a feel and to see how I'm setting it up and how we'll be addressing the issues that might come out. We might come across with Instagram together. So let's get started right away. So the action step in this case is our theory to publish a photo. It's also the only action step that we can actually choose for Instagram. So we'll choose it and we'll click on Continue. Same exact procedure as always. Now, we're just going to choose the Instagram account and I'll just click on Continue next. I also have to choose the Instagram account, the actual account. So it's going to be my workspace account. Photo is always going to be the same one that we actually took from the Facebook page. So we are just going to go back into the options to insert data. We're going to click on the Facebook post option. And now you actually see, You know, we have a, we could access data from all these different steps. In this case, we just need the data from Facebook and we're going to show options and we'll choose the full rest picture right here. Next for the caption, same procedure will just use the Facebook text. So we'll just go to the Facebook post, click on the message option. You see up here that the caption can be up to 2200 characters. So it would be advisable to add a step before that, the actually truncates the text again to a different site, in this case, to 2200 characters, so that you actually can really make sure that you can post something bigger than that instagram and that you can really prevent all the errors from happening in our case, I just want you to demonstrate so the example that some of the features, so we don't get to do this right now, but keep in mind that this is, that would be a bad best practice for this kind of SAP. We could also say, want to tax them use, but we actually don't want to do that right now, so we'll just leave that out. And the location is also unnecessary, so we don't need that. Therefore, we can just click on Continue to test our action. So we see the test data right here, and we'll just click on Test and continue. And now we see that the test seems to be, be successful. We see a media was sent to Instagram for business just now. So let's actually check out my Instagram account. And let's refresh the page. And you see this new post with just uploaded with the safer testing, the dummy text and so on. Also with the link which unfortunately we can't highlight and Instagram. But also we have this image right here. So every thing seems to have worked out. Now this is where you have to be careful with these kinds of automations because now it seems like all these steps have worked without any problems. And it also seems like there would never be an issue with these types of automation. But there is one thing that might cause tremendous problems here, which is that Instagram actually needs an image to work. So if for some reason your Facebook post didn't include an image, we'll then your whole that would just stop before this steps actually performed. And post wouldn't be posted to Instagram and there would be an error message, you get an error mail and so on. And it will just be not cool. So what we have to do is we have to make sure that there actually is an image sent from Facebook, which we can use to upload it to Instagram before we actually do this step. And this is where another really handy tool from Zapier comes in that allows us to check for these types of errors and to make our or zaps more resistant to these like problems. And this is the filter by Zapier step. So we're going to add this before our insulin post. We'll just choose it from here. So it's called the filter like this. We'll choose that one. And this step, as the name already suggests, helps us to filter out certain runs of a zap which might not work out the way we want them to be. So perfect example is the one that I just talked about. We don't have a image attached to our Facebook post. And so we just can't post to Instagram because you really, you can't post to Instagram without having an image. And if you don't understand that right now, the Murray, there's a full video just dedicated to the filter. Yeah, you can check that out if you want to learn more about that in later part of the course. For now, just know that we can use this to filter out runs of a zap that might be faulty, might result in errors. And this is what we're going to do right now. So to do that, we're just going to click on the Choose field box right here. And we'll go down to the full res picture like this. So this full res picture is an attribute of Facebook that Facebook sends to Zapier that is just there because the image is also there. So what we want you to do is we want to choose a condition that checks if this full res picture property exists. And if it doesn't exist that we know well, there is no image in the Facebook post and then the Instagram posts just can't be published. Which means we should stop this app right here and we should not continue to post to Instagram. So the condition we want to choose is the exists Exists condition. And this then means if we click Continue. So now when we click Continue, we see that in this case, the zap would have continued because we do have an image in our Facebook posts. But if we didn't, then this step would have filtered out the zap run and it would have not continued. So it would have prevented any errors from happening on the instrument. Post these types of subtle nuances in these apps. And like the small mistakes that can cause errors are common in Zapier because Zapier is like the easy way to pretty much to write programs, to write software. So it allows you to just use a drag-and-drop and clicking builder to pretty much create software that can connect different tools together and that helps you automate things. So you have to learn to be really precise when you creating these apps. Because otherwise you will consistently, or like in many cases, have these little arrows, but don't worry about that too much for now. First of all, I think it's most important to understand that period first and then later on you can worry about making your apps like bullet proof and making them perform, like having all these subtle nuances checked and making sure they actually run all the time. Now that you've watched this video, you're already on a really good way. You know all the basics pretty much. And now it's more about learning about some of the specific tools. And then later we'll focus on building complex workflows and billing advanced automations that can really be a huge time-saver as to you and your business. So I hope that sounds interesting to you and I'll see you in the next video. 6. Schedule by Zapier: When you're creating your zap, your automations, sometimes you want them to run on a specific schedule. So maybe you want the automation to happen every Sunday or you want it to happen every day at a certain time. And to do this is that you're actually has a built-in tool called scheduled wise API, which allows you to do just that. And I'm going to show you how you can use that for years apps in this video. So actually it's a really simple tool and there's not even damage to it. So this will be a rather short video. To use it, you will have to choose the schedule feature as the trigger. This only works as the trigger offers up obviously because, um, yeah, it kind of scheduled a time Photos app to run. So at that time then becomes the actual trigger. So just click on the Schedule option and then the trigger is set to schedule. And we can now schedule, use the trigger event. Specify when we want to trigger the automation. And we do it every week. We can do it every day, every month, or every hour. In our case, we're actually going to be creating a release and pulls out that just asks a question inside of our discourse server once every week. So we'll always see, choose the every week schedule or the ever week triggering event. And then we'll click on continue. In our case, we might want this to happen on Sundays, so we'll choose Sunday. And then for the time of the day, will actually choose maybe something like five PM. Then we can just continue. Again. It's really as simple as that. Next we have to test the trigger as always. So just click on Test trigger and then you're actually finds a week that we can use as the trigger week. And it was successfully that so we can click on Continue. Second step is going to be, as I said, a message to our discord server could use something like post on Instagram as well. You could do something like post to your Slack channel. There are various different options that you could choose here. In my case, I just like to use Discord as the example. And we're also going to use this chord throughout this course a couple of times because I think it's just a great way to test the outputs of your zap quickly and easily. So I'm going to show you how to do that later on as well. But for now, let's just search for discord and click on the option and for the action event. In this case, we want to send a channel message. I have my account configured already so I can just choose my actual Discord account. You'll probably have to verify that as well and to connect it to your Zapier account. Now I can just choose a channel. So for me, for those of you who don't know what this court is, again, it's just like a easy messaging tool. And I just have this like demos server setup for my workspace, which just has this general channel. And this is also where you're going to post these up to. And you'll see that all these different apps heard here are where I actually tested out some of these apps that I will be showing you inside of this course. So we're going to go back to these up and we'll choose the general channel. And then for the message texts, we'll just say something like, how was your week? And maybe we can add an emoji and doing this using the Windows key and the dot key. But maybe on Mac it's different. Yeah, just certainly know how I can actually bring up this menu. All right, so maybe I'll just use this time. I can like this. And then we'll just have a new line. We'll say, let us know what you've been up to. Like this really simple. We'll just leave it like that. And we can also specify a name for the bot. So we could say call it happiness spot, like this. And then we can actually click on Continue. Again, it's really simple. We're not going to go into too much detail here because it's more about the trigger event and the scheduled by Savior. But yeah, so just click on Test and continue. And then we can go back to my Discord channel. And in here we see the happiness, but just sent this message, How was your week? And let us know what you've been up to. And now that this works, we can actually go back and turn on the ZAP. And this means that every week at five PM, the automation will actually sent this message into the channel. And then if we had a more active community on Discord, then people could answer that message and could interact and tell us how the week went. So this is a really nice and simple automation. And that's pretty much all there is to sketch, revise API. 7. Delay by Zapier: In some cases, it can be really nice if between some of the steps in JOS app, there's a bit of time that passes before this app actually continues. Because this often makes it possible to kind of mimic human behavior inside of your zap, your automations. A good example of this might be if you're collecting information about your client and you want to automatically follow up with your client once they fill out a form which collect that information from them. But you don't want them to like an instant response from you because that just seems unnatural. So maybe you want a bit of time to pass between them filling out the form and then getting an e-mail from your email account that thanks them for filling out the form and maybe it goes into detail on what is next and what's coming up. So for this, there's a tool called delay by the app here, which is again a really simple tool and another tool that lets you manipulate things around time. So let me show you how you can use this in this video. So I've got a Zapier automation setup here that just demonstrates how the delay by that you're actually works. And we're using the exact same example that I just talked about. So we have a trigger that triggers when we get a new entry in a type form formula we have. And once that form entry is true as automation, we have the delay for Zapier, delay the next steps. And then a couple of hours after that, we actually send the email in Gmail. Let me show you in a bit more detail how this works. So the trigger is actually not that interesting to us. I'm just going to quickly go in here. It just triggers whenever this test form gets a new entry and then the automation actually starts. The next step is the delay by adapters step. So you can choose that by just clicking on the labor that you're just choosing this from the app list right here. You can just yeah, take that. And if you use it, you can just set up an action that allows you to specify the amount of time that you want this app to be delayed for. So you could have a time unit right here. So in this case I just have four and then you can say one unit that should be so it could be something like four minutes. It could be four hours, it could be four days or it could be something like four weeks and so on. So you can do these well into the future if you want to. And in our case, we'll just going to use the four hour delay, which means that once somebody fills out this form four hours later, they'll receive an email from us that thanks them and says, Well, nice that he felt all my form. That's what's that's what's coming next. So things like this, and this just makes this much more human and a much more natural because it feels like the person actually first read through all of your entries and then personally sent out this email a couple of hours later. But actually it is that you're sending out an email automatically without you having to do any of the work. Now that's just one of the use cases that you could actually use the delay by zap your step four. So there's another way you can use it. This could be useful, for example, for a product launch and then you can use some different options to make that work pretty well. So I wanted to do is you could have a form that actually collects information about people that are interested about a certain product that you're launching. And then instead of using the delay for action event in the delay by Zapier tool, you can actually use the delay until step. And the delay until step actually allows you to delay the ZAB until an actual date that you specify. So in this case it's not relative to when the zap is triggered, but it is an absolute date. So instead of saying two days after the form is filled out, or you can say I want this app to trigger all the delays to stop on the 5th of April, for example. And in the launch example, what you could do is have like a sign-up where people enter in the email address and the name that are interested in this product launch. And then you could feed that into these app and use the delay until step to delay the zap until the date when you actually want to launch the product. And then on that day, for example, again, you could then send out an email to all these people that you're launching this product today, which could be like kind of like easy replacement for an e-mail marketing software. And I don't know, something like this. And there's also other use cases like having automatic follow-ups for client meetings and so on. Were a couple of hours after your meeting, you actually send out an email to them, like saying how it's been, how they follow the meeting if it was helpful for them and so on. So there's lots and lots of things you can do with delay by Zapier. And I hope this video was helpful for you. Pretty much all there is to delay by Zachary. Pretty easy tool to use. But again, it's still pretty powerful and has a lot of options. So again, I hope you enjoyed it and I'll see you in the next video. 8. Translate by Zapier: Translate by Zapier is a built-in tool in depth here that allows you to automatically translate between different languages and allows you to overcome language barriers more easily. Especially in today's globalized world where you often have to communicate with people from other countries that speak other languages. It might be a good idea to have this tool and place. And in some cases that can be really, really helpful to be able to automatically translate between different languages using the app, your automations. So let me show you how you can actually implement the transit Waze app or tool and what it's capable of. So I've got up here that actually implements the transit by Zapier functionality. And it's pretty simple. So what it does is it searches on Twitter for a tweet that actually was going to be trigger for a tweet that matches the search term LaPiere. So for a tweet, I mentioned LaPiere in some way. And then it takes that tweet and the texts, the language, and also translates to tweet into a language that we want to translate it to. So in my case, I chose Spanish, but he could also translate it to various different other languages. And so we see the test trigger here. If we load that, there is the full text of the Zab, which is currently in English. So it's just says, I just like WhatsApp Zapier on Vimeo. I don't know what kind of Twitter says, but it's just a random one that Zachary has found right here. And we can continue with this app automation. So we already saw that this is an English tweet, although it doesn't contain much texts but English, then we can use the Translate steps to actually detect that and to translate that into our language of choice. Now the second step in this app is to detect the language which is not necessary, but I implemented it to, to show you that this is also possible and this takes in the text. And then I have the output of the actual language that this text is n. So if we go to test action, you see that it has detected a language and the language is EN, so English. So this is working just fine. Now, for the third step, this is one that actually translates the texts. So again, it takes the source language from the detected language. It also can detect the language itself. But in this case, I just implemented that both of the steps. Then it takes in the text of the tweet and then it also, we have to specify the target language. So you see, I could also have all these sorts of other languages. But in this case, I'm just going to use Spanish. And if you click on the test Action tab, we see that now it actually translated this, this text of the tweet into Spanish. Now to sum this up, we actually are just sending this to a discord message again. And we're implementing the initial tweet than the transmitted tweet as well. And so we have this comparison between the two versions. So let's actually see how this works. And let's try a light like test run to see if it does the job for a different tweet as well. So we're going to go into the search mentioned in Twitter. And we're going to go to the test Trigger option, and we'll just choose a different mentioned right here. So by default, usually Zapier always pulls in three different demo datasets pretty much. You can also load more, but we're just going to maybe just choose the mentioned BY and see if that one works, works out. All right, So, yeah, so now we have a new text says I use to automate all the small gems. And each week that I like gets auto bookmarked in my pocket without lifting a finger. So this is the text of the tweet and we'll continue with this. Now. In the second step, we're going to retest the action because we now have a new tweet. So just click on retest and continue, and it seems to be working fine. So we'll see, and again add, yeah, it actually detected the language English, which is again correct. Now for the important and interesting part, we're going to go to the third step, which is the actual translation. And again, we're going to test the action because now it's been tested with the other version, but we want to test it with a new tweet. So click and retest and continue. And now it again seems to be working. Let's see what it has done. And you see right here, it had actually automatically translate the whole tweet just like we want it to. Now, lastly, we just have to check in this court if it's also able to send the message. So we're going to retest the action here as well. Like this, and it says a channel message was centered this conscious. Now let's check that. And as you see, we have the message sent by the bot. We have the initial tweet, which is the English version, and we also have the transmitted tweet, which is the version in Spanish. So again, transit by Zapier is a really easy to use tool that does most of the work for you and you don't have to worry about too much of the inputs and so on. So I wanted to just talk about how you could actually use it. Because generally speaking, with Zapier, the biggest issue that I found for beginners is just not knowing how to actually use the different tools that you have at your availability. So one of the options, one of the things that you could do with this is to promote content that you publish on social media, for example, in different languages automatically. So you could have an advanced step that actually like posts to your, Again, to your Facebook page, like we did in a previous video. And then it actually takes that Facebook post and maybe it actually translate it into the different language. Maybe you have a large international business and posts it on a different account. That is for your maybe Spanish audience and so on. So post a single post on one account and then actually translate the content of the posts into different languages for different language pages that you have. Another way you could use this is to have zapped. You're automatically translate certain like help or support messages that you get when they, for example, are in a different language. So maybe you have a business where you get support questions in both English and Spanish again, for example, but not all of your employees actually know how to speak Spanish. So what you could do is whenever they actually get a Spanish message is finite support message, maybe they can apply a label in their inbox to this e-mail they got in Spanish. And then you can make it so that this, applying this label in your inbox actually triggers a zap that will then automatically translated the email that they got in Spanish and like send them the email in English version so that they actually understand what's going on. So things like this are possible and it really makes it much easier to work with people that might not speak the same language as so, people that don't know English or so on. There are many use cases around that using the transit by Zapier tool. If you want some more interesting use cases, I will link an article in the description down below that goes into more detail and covers a couple of more additional options that you have and things that you can do with transit by Dekker. So you can check that out if that sounds interesting to you. But aside from that, that's actually the end of the video. I hope you enjoyed it and I'll see you the next one. 9. Zapier filters: When you're creating animations in that, sometimes you actually only want the zaps to really run if certain additional criteria are being met. Besides from just the trigger catchier that you'd set. And that can be done using the filter by zap your feature. We touched on photos by that earlier before, when we credit our more advanced, where we actually posted the Facebook posts that we created to Instagram as well, an overused the filter step to filter out the instances where the Facebook post actually didn't contain an image, which would have led to an error in our Instagram posts that because we can post an image to our campus, the post to Instagram without it containing an image. So if you push somebody, you already know a bit of the basics of the footstep. But in this video, I want to go into all the details. I want to show you all the different ways you can actually set up filters because there are different ways and different kind of filter criteria that you can use. And some of them are more suited for some steps and some of them are Masood for other ones. So let's dive right in and let me show you all you can do with the photos by the app here, the first data we're going to take a look at is this one right here, which is a really simple one. And what it does, it, it actually, it gets new events from the Meetup platform. So that's a platform where you can search for events around you. So like meet-ups and like conferences and so on. And just go to events. And what I set this up to do is to actually search the Meetup platform. So we're just going to go to the trigger to search the Meetup platform for, for new events that actually contain the text web development. So they are in the topic of Tech, which is a topic that's specific to meet up. And also we are going to be searching for yeah, like like events that are actually near the place where I live, which is in Berlin. And so we'll have a radius of ten kilometers, ten miles in this case, around my home to search for these events. So this will actually work fine and we would get a lot of different events that are inside of the tech topic in a meet up and have the term BAP development inside of them. But the problem is that they're just too many of these events. And so I would even lose track of these events let this way. So I want to have an additional step that filters out even more of the events if they don't contain additional criteria. And this is a great place to use a filter step. So we're just going to go out of this step right here and click on the photo step, which is the next one right here. So we're actually going to just go to the filter sediment testing. And in this case, I actually used the text that contains like filter. So what I'm doing here is I'm checking if either the name of the event or the description of the event. So just to show you, Here's one of the events that is happening on the medial platform. And we have the title right here. And then there's always like this description that talks about what the event is about and so on. And this is what we actually are filtering for here. So first of all, the name and then also the description. In both cases we're looking, does this contain the word JavaScript somewhere? Because we are only interested in events that are also talk about JavaScript. So if that isn't met, so if neither this condition or this condition is met, then this will be filtered out and the event like this app will not continue. And also the event would not be sent to this court, which is the next action step. What do you can actually see here is that we have the option to have these different like logical questions and logical operations here. So we could say, we want the action to continue if it matches this certain condition and if it matches a second condition. And in our case we said, well, we want it to match, to continue if it matches either this condition or the other condition. And we can do this by using these little AND, and OR plus buttons right here. So for example, we could say, we want to add another end condition. And maybe we would say like, Okay, and we want the link to exist, maybe something like this. So just be just a weird example, but this is how we could actually make it so that these only continuous if it either meshes both of these criteria or a matches this one. And you can use this to build more complex and advanced kind of logical operations. And say I have more complex decision-making inside of your ZAP by using these different criteria and only having the zap continue if it really exactly matches whatever you are wanting to match, whatever you want it to be. And that's one of the most important and most valuable and most powerful features about the photos by Zapier app actually has. Now, there's also a lot more to uncover here because now we've only talked about these two different like filter conditions, but there's also a lot more for two conditions that we can go through. So you see this hole is right here that has all the different conditions that can be wet and that we can use to create more advanced filters as well. We'll start by going through the different texts, filtering options or texts conditions. So we saw the texts contains here already. And this just means that the texts, so JavaScript just has to be somewhere within the name to make this statement of this condition true and to them to make these app actually continue. But there are also different other texts, texts properties or Trex filter conditions, obvious one is just the a does not contain. So this is just the opposite of the Contains option. And it would just mean that we're actually filter out all of the JavaScript events. So it would only be the ones that don't contain JavaScript somewhere. And we have this kind of like the, the one version and then the opposite version for all of these. So It's always contains, doesn't contain exactly matches, doesn't exactly match, and so on. So it's the same for most of the different conditions that you have here for, you always can go in both directions. Next up, we have the exact matches or the exact match options. And this is a bit different because this means that if we choose this, well, it means that the name has to be exactly whatever I put in here. So in this case, the name of the event would have to be Javascript exactly. It couldn't be JavaScript one, for example. Or like, you know, if the name was JavaScript one, then it wouldn't work. If the name was JavaScript tutorial, that also wouldn't work. And even if the name was JavaScript, but with a capital J at the beginning, we'll then it still wouldn't be an exact match and this would still not be true. So if you use the exact match, it has to be exactly the same as whatever you put in here. And again, there's also the opposite. So for all the cases where it doesn't exactly match and you can use the does not exactly match option. The next filtering condition is the condition, and we'll choose that right now, like this, the text is in what this does is it checks this value right here, and then it compares that to the value right here. But in this case you could have multiple values in here. So you could say JavaScript comma and be Python, CSS, HTML, and so on. So you could have like a list of different items to choose from. And if the name of the value right here is one of these values, it doesn't have to be one, it doesn't have to be like the second one. It could be any of these values, then this is true. So you can use this to check your value, your field against a list of values that you previously defined. And see if it matches one of them and see if it's one of these conditions are one of these, one of these categories. So in this case, this would mean that any event that is named JavaScript, Python, CSS, or HTML, one of these four will be the filter will continue and the zap then will send this event to my Discord channel. Next we have the exists filter condition. And this allows us to filter out runs of us app where a certain condition or a certain piece of data exists or where it doesn't exist. To demonstrate this, I have set up this new example. In this case, the trigger is when we have a new labelled email. So if we have a new e-mail that has the label invoice inside of my Gmail inbox. And then we want to actually upload that invoice to a specific folder in my Google Drive. The thing is that sometimes the invoice isn't sent as a file and thirdly, email. So we'd get a lot of errors if we didn't check for this, for this attachment. And so we have this filter step that actually, if we click on this, that actually checks if the attachments actually exist. So if there is an attachment and if there isn't, then this app to stops and nothing gets uploaded to Google Drive. But if the attachment exists, well then we can actually continue and we can upload that to our Google Drive account in the next step. In another filter condition that we can use is the greater than or less than filter condition. And what it pretty much does, it, it just compares a numeric value that you get to, a numeric value that you specify. And it just checks if it's bigger or smaller. And then if it's bigger or smaller depending on what you choose. But this would be like the filter condition that has to be met for these app to actually continue. So in our example where we want to pull in the events from Meetup. And send them toward discord channel. This obviously wouldn't make any sense because we do need a numeric value to make this work. So one thing we could do actually is just use a different filter and I don't know if that will make more sense, but let's check what other options we have right here. So there's one numeric value which is at the RSVP count. So we could say maybe this should be more than 10. And if it's not more than 10, then we don't want to go to the event, so we'll just do that for now. So we'll take the RSVP count and then we'll go down and we'll go to the option or the here, right? So we want the option to be greater than and then our value which is going to be ten. And so this, now this only will work if this is greater than 10, which right now it isn't. So if you click on Continue, we should see that this wouldn't have continued. And just as expected, we now see that yours up would not have continued because again, the RSVP count was four. But we said it has to be bigger than 10 for us to want to go to that event. And so these app was stopped by the filter. The last option we have is to use date or time-based kind of criteria. And we can use this, for example, to say that we only want to go to events in this event example that start maybe like after 06:00 PM. So this could be useful. For example, if you are just working, have a normal day job and what you do want to go to these events, maybe you want to filter out the events that are like at 10 AM in the morning. And you only want the events to appear in your Discord when they are in a time where you actually might be able to go to the event. So we could say something like the DateTime is greater than 06:00 PM and use that so we can say datetime after, and then we'll choose itself. The local date will choose the local time. And then we'll say it should be after 06:00 PM, like this. And then click on Continue. And again we see the zap would not have continued. And this is because if you look at the local time down here, we see the local time is at 01:00 PM. So obviously, that's not after 06:00 PM, and therefore, this event doesn't fall into the timeframe that we want our events to be in. So that's an already for the filters by Zapier. Now there are a couple of more definitions that you can look through. But the most important ones are the ones that we covered in this video. And so you should be able to use the proper filter based on what we've learned in this video in like 95 percent of the cases. So I hope that this video was helpful to you and I'll see you in the next video. 10. The Zapier Chrome extension: In today's world, what is a good software tool if it doesn't have a Chrome extension? And the same goes for exactly as well. It also offers a nice Chrome extension that allows you to trigger those apps while you're working on something else. So you can stay on task and like triggers apps in the process so that they can do the work in the background and you don't have to worry about it. So let me show you how this actually works. We got a small zap here that just has two steps. The first one is the trigger, which is the figure from the Chrome extension. The second part is to create a task introduced. Now unfortunately, it's not available for Firefox or other browsers like edge right now. So you can only use it if you're using Chrome. So yeah, if you use Chrome, just install it. And then we can go back to our lab. And if you don't have Chrome, then this video unfortunately isn't the word on for you right now. The Chrome extension actually works in a pretty simple way. The only thing that pretty much does is it allows you to be the starting point of this app. So it's only available as a trigger. And there are two important ways to trigger yours apps. And I'm going to show you both them in the Chrome extension. So again, first of all, we have a simple example here. You first have to choose the Chrome extension as the trigger. And then as the trigger event. You can choose a new push. You can choose a new persuasive fields and you can also choose a new push for Zap templates. Now, these two are the options that we'll actually talk about in this video and is also the most common ones. The easiest of them is just the new person. That's the one we're also using in this example right here. So up here I have the Chrome extension, and I have these different actions right here. So here, for example, I have the apple I'm just working on. So the Zapier Chrome extension, you push. And if I click the Send button, this is what then triggers the app to actually to start the automation. And in our example, it's going to just create a task and to-do list, which if we go in and actually just has the name of the tab and then the URL as the note inside of it. And that's what we actually can get from the push itself. So if I click on this, you see this is the data that the push actually gives us. So we get the title of the tab that we're in. We get the URL of the tablet wherein the timestamp and then it's triggered by but the most important things that just the title and the URL. And this could be really useful if you have a reading list inside of your to-do-list account for example. So suggest, I don't know where you're going to The Wall Street Journal. And here on the website, maybe, you know, we have, if we accept the cookies, there is this one article and maybe that's something that we want to read. And so we just go to the happier I can appear. We'll click on send. And then this will automatically send this article to our to-do as the count. Now it's solid green checkbox. So this means that it actually worked. So I'm going to go to my to-do list account. And in my inbox. I can actually see down here that we have this new todo which says Read article and then the name of the tab. And inside of it as a comment, we have the link to the article that we just added to our to-do list account. If you want to have a bit more functionality and if you want to be able to do a bit more with the automation that you are triggering, then you have to send a bit more data. And how you can do this is by using a new push with fields. And this allows you to actually specify fields that you can fill out inside of the Zackie, a Chrome extension, which will then be used by the app you're inside of your automation to perform decisions, to perform different tasks and so on. So in this case, we've got an example right here, which is a different app. And what it does is, again, it gets triggered by a new push, this time by a new push with fields. And what it does is it just takes the URL from the page that we're on and it takes the title and we lets us like write a little description and then let us post that to Twitter. And if we want to, also to discord, now, let's go to this page right here. So this is just an article on any hackers.com. And let's say this is something that we want to post on this CT and also on Twitter. So what we can do is we can go up to the Chrome extension again. And here we can go to the new push with fields Option. Click on this drop down. And here we can write our textContent. So this is the first field. We could say. This is a demo host to demonstrate the push or let's say the year Chrome extension. All right, so this is now going to be the text for our tweet and also for this called post. Now there's also a second field which is the discord field. And We don't know what that means yet, so we're going to go back to our Zackie automation to check it out. And this is also part of this new push with fields appear. So if we go to Setup trigger, we have these two fields and we cover up the text already. And now it's time to cover that this court option. So if you take a look at what we're doing here is we're creating a tweet and then we have a filter. And only if this filter is true or the filter condition is true, then we want to send it to discard. Now let's check what the filter condition actually is. So in this case, this discord field in our Chrome extension, like push button, has to contain the word yes or the text yes. And if it does, well, then we're also going to send it to discord. So let me show you how this works. We've got this setup right here. So this is going to go to Twitter. And if we say yes, then it's also going to go to this corner as well. So if I click send, it will take some time. And then after a bit of time, we see this green checkbox. And now let's take a look. So we go to Twitter and I refresh the page. It's all was already there. If I refresh the page. Yeah. You see this is a DEM post to demonstrate the Zapier Chrome extension. So it works. And if I go to Discord as well, the labial brought just posted this post to my Discord channel. So now what happened if I didn't enter in yes, into the discord field? Well, we're going to check it out with a new post. So this is another post on any hackers. And I'm just going to go to these accurate section again. Click on the drop-down and say, this is a post that will not be said to this part. And now we can say something like, just like put a dash in here, click on Send again, and now it should be sent. So we're going to go to Twitter. And here we see that the post appears in Twitter. But if I go to this chord, well, we'd only see the post from the previous automation and not the posts from this time. So this is what this field actually does. It filters out the one of the posts worried like we don't want it to post it to discord. And this is how you can use the fields to them to make decisions and to enhance the automation in front of your SAP. Again, for this, there are many, many use cases I just showed you a couple of them. You generally use this to bookmark things like add items to your to-do list. Add items to your reading list. Like save items for later. As I said, something like quickly posting to social media like just sharing a link with your team or with Twitter, with discord, with your Slack channel, things like this. So there are lots and lots of ways to use this and loves to see these use cases because using their parents really a creative work because we have so many options and you can do so many things. And it's always really, really interesting to see what other people have come up with. So, yeah, just experiment with its features. And I hope you liked this video on these up your Chrome extensions, and I'll see you in the next one. 11. Zapier formatter: Working with text & numbers: In that you're constantly working on all these different platforms and different tools. And therefore sometimes it can be necessary to actually format data and to change the way it, it works, the way it looks. And this is why Zapier has introduced these up your formula a long time ago, which allows you to format all kinds of data. And I'm going to show you how to use this in this video. And this is going to be a rather long video, but I really advise you to watch it till the end because this is one of the most important tools in Zapier. It's one that I constantly use in pretty much all of my ads apps because it just has so much functionality built into it. So I would highly suggest that you actually watch it till the end. But now without further ado, let's get right into the video. So these up your formula step can be used to work with different types of data. I've listed them outright here. They are text, numbers, utilities, and the date and time properties. The most common one of the four different types of data is the text data. And so this is we'll cover first. Now, if you want to work with data using the formula, you have to add the format of step two years out. So in the app and event box, choose the actual episode. Just go to the side right here and click on format. And then in the action of n to choose texts to work with text data. Now what we're going to do in this case is we will actually create a trigger that triggers where four messages in our discord channel. And we'll just take a single message and then we'll do some kind of, yeah, we'll do some transformations, will format it using the text step so that you see what we can do with it. So to start off, let's just click Continue. And then we are here and we can actually set up the action. Now there are lots and lots of different things that you can do with a text. And we can take a look at them right here. So these are all the options that you have. And we'll go over some of the most important one. So first of all, we could do something like grassy uppercase, the entire text. So click on the uppercase transform. And then just for the input, just choose the texts that you want to input into this transform step. In our case, this is a discord message, so I just set up a trigger that just pulled in messages from our discord. And I'm going to use this for this step. So I'll click on the content. Now this will just pull in the actual, the actual message from Slack. So if I click on Continue, then we can go on to test if this is working. So we'll click on tests and continue. And we'll see that now the output is the entire text all in uppercase. So this is what we wanted and it does work as we see right here. Now, we can always do this with other properties as well. So we could also do lowercase works just the same way. I'll just demonstrate it to you. So we'll just continue and test this again. And now you see it's all lowercase. So the first, this was an uppercase and now it's lowercase. You see how this works. I don't have to go through all the options here, but there are a couple of different more of these options. I think you'd also yeah, you can also like title case it and so on. So there are different things that you can do when it comes to just changing how the texts actually looks. Another set of transform values that we have is the ability to filter out certain pieces of data from the text. So in our case, the content here actually contains a link to an article. And what we can do using the formula step is we can actually say we want to pull out that URL to use somewhere else, for example. So we can go down and we can click on extract URL like this. And then if you continue, and then when, once it loads just to test and continue, we'll actually see that it now just outputs this URL. And that's something that we can now use in an additional step for something else so that we only have the URL. Maybe we want to add it to a link field, or maybe we want to add it somewhere special when we have a list of all these links for articles and so on. So there's lots and lots of things you could do with this. And it not only works for URLs, but you can also do the same thing using the extract email address option right here. You can also extract a number. So we'll just take the first number that defines. You can extract phone numbers, extract a certain pattern, and so on. So there are different ways you can extract data from this content. This could be really helpful if you are getting e-mails and you want to save these emails, like the email addresses that you get into your contact list. And so you could like, just like it says, App, you're like Paris, the content of your email. And then save that email address or phone number to your Google contexts, for example, automatically, this is something where at this might be really useful to keep in mind that that only works for the first match those. So if you have two URLs, for example, in your text, then it will only get the first one. So you have to be careful. Too young to parse out information at where you maybe you wanted to have both the URL saved because it only gets the first 11 of the other options that I use on a regular basis is 10. We actually also covered earlier as well when we credit this social media zap. So what we wanted to truncate the text so that it actually fits Twitter's format of having only 280 characters. So there we actually use the formula step, and we use the truncate transform option in order to make the Facebook message much smaller so that it actually fits inside of the tweet. And that's it for some of the easier ones, and some of the ones that you probably use the most often. Now let me quickly go through some of the options which will not covered in too much detail. But that are also maybe quite important and it's really useful to know that they are available to you if you ever need them. So one thing is you can also get the length or the word count of something that you are doing. So this could be really useful if you, for example, maybe you are a student or a teacher that is collecting essays from his students. And you need them to be a certain length in words. So you could have the students actually submit the, the entire text to a form and then let that you are actually automatically check if it has matches the word count that you specify it. So you could check if it has as many words as you need it to have. And if it doesn't, then you could send them an email back automatically that says, well, your word count isn't high enough. Please add some content to your essay. It's something like this, is where you might want to use. We use the word count option. You can also pluralize words. So you could like, return the plural of a word, which I don't know, I usually don't use, but sometimes you might find this useful. And also one more thing that's more advanced, but it also is quite nice is the option to replace things inside of the text. So you can replace certain phrases or words with other phrases or words if you ever need to do that. So for example, where this might be useful is if you have an email template that you want Zapier to send out automatically, you could like take the email template and you can have like placeholders in there for the name. And then you could say based on name that you know of the person, for example, to fill out those placeholders with the actual name of the person. So you could replace that using Zap here and then you wouldn't have to manually fill out your email template each time the next data type that you can actually work with in these app, your formatting is the number they type. And this is also something that can be really, really useful. You can perform calculations, you can convert currencies and much more. So let me show you some of the options you have here. Again, you want to add a formula step 2, you as app and you want to choose the numbers action, event, and then just click on Continue. And then we can choose how we actually want to use this formatting step. So there are different options here as well. The most, most important ones are performing math operations, in my opinion, sometimes formatting phone numbers depending on what you're doing and what apps are using, this might be really, really useful. So formatting them based on different colored country codes and so on. Just generally formatting your numbers. And sometimes if you want to, you can also use these spreadsheets style formulas. If you're using Excel or Google Sheets than you, you are probably familiar with them. Then there's a whole list of these inside of Zapier that you're going to use, which allow you to have a lot of powerful features. So what we're actually doing in this example is we're taking in orders from a type form that of setup. And then we want to convert the currency of the product that we're selling in type form into our local currency. So we want to know how much money we actually made based on the current exchange rate of the currencies. So for this, we have a, an action step, or actually two actions that steps that format the numbers in the text. And then one that actually converts the currency. And the last one since this all to our Slack channel as a message. Now it's let me go through this in a bit more of detail. First of all, I want to show you the type formula so that you know what we're actually getting from the form. And it's pretty much just this one screen. So we're saying like, you can choose between these different products. The first one cost $49, the second one costs $99 and the premium version costs I'm $199. And so the person that's actually filling out this form can choose one of these products. And then based on the product, we actually want to calculate how much money we made. I think it's in euros, but I'm not quite sure. Now the first step is to trigger this app based on new entries in the type form. The second step then is to actually extract a pattern. That's what we're doing here. So we're using this regular expression right here. And what this is doing, you don't have to know what that is. But what we're actually doing is we're extracting the amount of money that we're actually. Paying or the amount of money that's actually being paid and what product has been sold. And if you see, this actually outputs $49. So now we know how much we actually are earning with this new customer. Again, don't worry if you don't understand what that is. It's you don't have to know that I don't know how to use it either. I just use the regular expressions from other people because nobody knows how to use regular expressions. Alright, so now next step is actually to use a tool called Mallaby. It's actually a free tool. I didn't even know it before I planned this for the tutorial. But this is a really handy tool that allows you to integrated with Zapier and that allows you to do live currency like exchange rates and see what currencies are worth in real time. So we're doing here is we have the price in US dollars. So that's the one that we're taking in from the form. And we actually want to convert that to Euros. And the amount that we want to convert that the output that we're getting from this step, we're extracting the price from the product, the entire product thing, and then it just uses the normal data. So the data currently is there when the zap is being triggered. And as the output. If you look at this right here, we see that this is the amount that we're exchanging. And this is then the converted amount that actually we would get in euros. So now we've actually converted the amount into Euros and now lastly be using a another step, this time a number step. So working with numbers and the formatter, and what we want to do is we just take in the converted amount which we get from the Mallaby currency converter. And we wanted to turn it into a euro. So we're just turning this, which doesn't have any currency assigned to it. We're turning it into Euros. And then it actually gets output like this. So now we have the amount with the Euro sign in front of it. And we now know, know what the exchange rate is. Now as, as the last 10 of action, we're sending the entire thing to our discord channel. So we're just saying this is a new product sale and the product is this one. And then we'd have this revenue adjusted for exchange rate line right here, which then shows us the actual amount of money that we made adjusted for the current exchange rate. Let's see how this actually looks. If we send the message to Discord again. So we're just going to retest this action. And now inside of this court, we actually see that we've got this new sale. As you see, the new sale product Stata $449. The revenue adjusted for exchange rate is 4111. I think that's not the current exchange rate because that's the test data from a couple of weeks ago. But you get what I'm trying to do here. Now we're going to look at one more example using the number formatted step in here. And here it is. It's just a simple Zapier automation that runs a weekly report in Google Analytics and sends us the data to our discord channel as always. And in this case, what we're doing is we just have a really simple Google Analytics report. So if you click on this, we'll see, we just want to get some metrics from our Google Analytics account. And we're going to get the users, and we're going to get the new users within the timeframe of the last week. So don't worry about what we're doing. You're up here, it doesn't really matter at all. It's just the fact that we have the user data. So we just get the users and we get the new users. But there is no default way to get the returning users. So pretty much the users minus the new users. And that's why we actually are trying to do this using the formula step. And we're just going to do a really simple calculation that spits out the amount of returning users on our website. In this case, the data is pretty simple, so we just have 10 users and nine new users. Which means that there's, there must be only one person that is a returning user. So it's a really simple calculation, but just, you know, just think that it's a bit more complicated. And then we could still use this example and still could use Zapier to perform the calculation. So what we're doing is, again, really simple. And the numbers action, we're just using the transform of performing a math operation. And then the operation that we want to perform is just a subtraction would just subtracting the new users from the, from the total users. And then what we're getting out is just one. And then this one person is the one returning subscriber or the one returning visitor to a website. And then we can send that data to discord in order to just have that message. So I can reset this again so that we actually see how the flux. But then we have like this, like Google report right here, and we see website's statistics. We have the total users, we have the new users, and then we have this one returning user. Because we actually like inputted that data right here in the action. You see I inputted and printing out the data that we're getting from this number formatting step, which just gets us this single returning user. So lots to take in here and wouldn't even done yet. There's more to these up your formula, but again, it's really important. So I hope that you stay with me and yeah, you watch this until the end. And there's also in second part coming up, which, in which we're going to talk about the two other data types that you can work with. One being utilities and one being datatypes. So stick with me and I hope I'll see you in the next one. 12. Zapier formatter: Working with utilities & dates: Welcome back to these API or one-to-one course. In the last video, we already covered two of the four data types that you can work with using these up your formula. And in this video, we're going to cover the last two that are available to you. The first one is called utilities, and it's probably one of the yam more advanced modelling, most advanced like datatypes or generally features in Zapier. So we're not going to go into all the details here. But there are some things that I want to show you and some things that are really helpful for all people. So let's dive right in. So as always, to use this feature, you will need to use a Zapier formula step. And then in the app, you have to choose the action event utilities. In this case, the options in this case are a bit more advanced. There are options like importing CSV files directly in your ZAP if they are publicly available. So you can put in the URL, I can just show you. So you can put in the URL of the file and here, and then you can actually let the up here, import this into your lap so that it can use it in the following zap steps. This is something that probably a lot of people won't want to be using. Now there are also things like picking an item from a list. So this is also something that might be quite useful. So in this case, what you can do is if you have a data field that has a different values, you can make the API or choose a random one of them. Or you could make Zapier choose, for example, the first one. So these are the three options you have. You can choose the first one, the last one, or just a random one in the list. And this might be quite nice if you want to have like a random generator of some kinds. So for example, something that I'm thinking about doing something in the future is to have a database of all the tools that I use. Because I'm all about tools. And I love working with nice new software tools. So I'm thinking about having a database full of all the tools that I have and then saying up asap that actually on a weekly basis using scheduled by Zapier and just pulls out a random line from the database and just post that tool as a tool of the week on social media. And these are the types of things that you can do using the pig from list option here. Now, one more thing that will actually cover in more detail, so we'll just go over these quickly. After all, this is the Zapier 101 course, the app, your Mastery course. The one thing that I want to actually cover in more detail is the lookup table for this f credit, a nice little zap that shows how you can use this and a bit of detail. So this, I think, shows you how this can be useful. For this, we actually need to see the browser bar again, because we are using the Zapier Chrome extension for this. So basically, what the lookup table actually allows you to do is it allows you to map values to different values. So in our case, what we want to do is we have these different teams, for example, in our organisation or just in organizational system. And each of these teams is associated with a different e-mail address. Now I'm just using my e-mail addresses right here. But you could have this be like the an email for this organization. Or you could also say this could be like the maybe like the channel in this court for that organization, for that team in your business from something like this and remapping these keys to these values. Because what we want to do is we want to send like articles that we find interesting to the relevant team. So we find a new article that we like. Then using the Chrome extension, we can push that chews up here and using a key that just looks up these values, we can also send it to the right team directly. And then lastly, we actually want to send out an email for this. Let's see an example of how this might work. So after state on a random article on TechCrunch, and let's say I wanted to send this over to our dev team because, you know, maybe it's interesting for them or they might get some useful information from it. And so I want to send it only to do the aftermath. Don't want to send it like you're a group chat. I want to send it specifically to our dev team, but maybe, you know, I forgotten what the e-mail addresses and it's also like it's much more to write the entire email address than just to say what department it's for an image Zapier do the rest. So in this case, we could again go to the Chrome extension. And then down here, this is the working with utilities up. We can expand this. And then for the team would just say def. And then we'll click on Send. Now what's happening behind the scenes here is if we go back to our zap in this app, the new push with fields gets pushed in here, which means the article gets pushed in here. And then the second step, this lookup table, looks up the value that we got from from the Chrome extension. So I wrote down death. So it looks abcdef and it finds, all right, for death, I have to send it to this email address or. Well, first of all, they have just matches this email address. It's mapped to this email address. If I would have typed in sales, then it would have mapped to this email address. And also I have this fallback value. So if which doesn't make any sense, but the full bag value, what it does pretty much as if it doesn't map to anything in here, then it will just use that one. Now that we just typed in data, what's actually happening is, it knows that I have, I want this Janos at EPC web design field. And so it continues then the next step, the e-mail. Well in this case, what we do is we just use that value, whatever it is from the second step as the two e-mail address. And so that we can send the email to whatever team that we want to send email to. And all this happens automatically. So if I would have typed in typed in sales in the Chrome extension, then the email would have been sent to Janusz add the R's workspace.com. If I would've typed in support that it would have been sent to Janusz at Braveheart media. And so if I actually go to my inbox, you see this is the email I received and sent to myself, just the article and then the text. It's just yeah, the link to the article that we found. Now we'll take a look at the date and time options we have when using these up your formula to format our data. In this case, same as always, choose the date and time, action step or actual event here. And then you're good to go. And then here you see the different transform options that we have. So there are two options. There's the add, subtract time and the format time option. So the add and subtract time option allows you to, as it says, add and subtract time to a certain date that you have. So you can put it in this input value right here. This is the date that will be manipulated. And then you can enter in an expression in this box right here. This can be anything and as you see down here, it could be something like plus eight hours, one-minute plus one month, minus two days, minus1 day and so on. So you could add all these expressions in here. And then depending on what the date up here is, this expression will then be added or subtracted depending on the expression. You can then also choose a format that you want to transform this value two. So if you want to output that in a different format, can do that as well. But you don't need to if you don't want to. So while this field is required, but, you know, you can just leave it in the same format that it's in before you actually got the data from the input. And the second option up here is just the formatting option. So this just allows you to format the date, for example, for example, to a different time zone. So by default it's UTC, but you can choose any time zone in the world. And also the format can be changed. So there are all these different date formats. And sometimes you need a specific date format to make a certain tool work. So that's when something like this really comes in handy. A great use case for the date formatting option is to create custom reminders for yourself. And I have a example zap right here, which does exactly that. So in this case, what we're doing, we have a trigger that triggers when we get a new meeting booked in currently, County is a booking tool so it allows you to center a link and then people can book like meetings with you. And it's linked with your Google Calendar, which means that you actually never have. You can't be booked for a meeting times when you're not available. And so whenever we get a new booking in county, then we want to perform this app. Now the first thing we're doing in here, so if I click on the setup Action, is we want to use the add and subtract time option because what we want to do is we want to create customer reminders for ourselves. And yet to be reminded in certain intervals before the meeting to know that the meeting is coming up. So for the first one, what we're doing is we're taking in the event startTime that we got from county. So this is a piece of data that county offers to us right here, event startTime. And all we're doing is we're just subtracting three days from that because what we want to have a reminder three days in advance. So we need to figure out what three days in advance even as so. Because that's obviously a dynamic that changes based on the time that the actual booked meeting is starting on. And so that's why we cut it anywhere in here. And then we can use that in the next steps of our zap. So we'll close that out. And then the next step is the delay. Until then actually the ZAP just stops running and we delayed until this new event startTime, which we calculated in the second step. So just for visualization, if you book a meeting two weeks in advance, then this step would run instantly and then these up would be delayed until three days before the meeting and then it continues running again. So then the next thing that's done is there will be a Slack, sorry, a discord message sent to a discord channel could also be Slack, kudos be email, could also be SMS if you live in the US because, well, if it's not available, but it's possible to use that in the US. And then you get this customer reminder. And after that, these are actually continuous because we want to have a second customer minder. So we just do a similar thing again, which is again, edit the date and time. This time we want to get the time that's one hour before the meeting actually starts because we want a second customer minder, one hour and advanced level. We just don't forget the meeting. Again. Same thing. We input the event start time again from the county trigger up here. And then we subtract a single hour from it, converted to this format, which is just a standard format. And then we can go on and we do the same exact thing over again. Then we delayed these up again until this state, which is one hour before the meeting actually starts. And then finally we get the second reminder, one hour in advance, so that we never forget or meeting. So that was a lot of input and we talked about these up your formula for quite a long time. But it is really a important tool and it allows it to do so many things. So I recommend that this is, this should be something that you spend a lot of time on when you're first learning Zapier. I hope you took something away from it and hope that I could show you what it actually is and how you can use it in the apps and why it's so useful. I hope I was able to help you and I'll see you in the next video. Take care. 13. Zapier paths: Zack, your paths is a feature that is available to your users on the professional plan or higher. And it's a really powerful feature that allows you to perform different actions and go down different routes in your Zapier automation based on certain criteria in your app. So it's pretty much like a filter, but with the option of continuing and having different continuations based on whatever happens in your zap. So it's a really, really powerful feature and I'm going to show you how you can use it in this video. Understanding how psychopaths work is not even that hard because it's, again, as I said, pretty similar to using filters in the up here. So in this demo zap that I have right here, I am triggering a zap whenever I post a new video on YouTube. And this is in a similar way, is something that I actually do use in freons workspace on a daily basis. So whenever I post a new video on my YouTube channel, then I want to upload that video to my WordPress website as a post. So the first thing I'm doing is just uploading the media so the thumbnail to the WordPress website. But then also I want you to actually create the post. And when creating the post, I actually want to assign the right category based on whatever I'm talking about inside of the video. So for example, I'm talking about notion in some videos, I'm talking about Figma, about that you're about to do. It's about Elementor, about all these different tools. And so I have these different categories in the website that I wanted, the video tour period. Now how can you do this? Well, it's not really possible to do unless you have Zapier paths. And in this case you see I have these ABCD is free options, which means that I have three different paths setup here, three different things that can happen when the data is triggered and when it comes to this step. So if I click on one of these options, the first one being like the category elemental one. Then I see the rules here and this is just the name. But when I go to rules, setup and testing, we see an interface that looks pretty familiar if you've used the sap your filters before. So this just says, we only want to continue if the title of the YouTube video, which is again data that we got from the video trigger. If the title contains the word elemental, because I usually write the Tula I'm talking about in the video, in the YouTube title. So it should be there if I'm talking about Elementor. And this can be used to continue the Zap go down this path. So whenever this is actually true, then I want to go on to the next step, which is to create a post in WordPress. And here we actually see that I am, well, I'm assigning, where's it down here? I'm assigning the category of elemental. And that only happens again if the category of elemental is matching. If elemental, as mentioned in the title of my YouTube video, and if it doesn't, then we mount, it just doesn't work. Now if that isn't the case, it's unlike the filter example because if you just use filter, then if it doesn't match, then do that over and that's it. But in the case of paths, we could have multiple options. So either if the title contains elemental, will then assign elemental, but if it instead contains notion, well then just assign motion as a category. And also this last step, if it contains Figma, then like Figma as the category, if it contains Zapier at Zapier and so on. That's a really powerful logic step that you could implement where you can go down multiple paths in JOS up depending on whatever is happening. So in my case I'm only only adding one more step, but you could also have like lots and lots of additional steps in here. And you could also even have more paths inside of these paths. So you could get much more granular with the distribution and the different options that you have. And you can really do extremely specific things based on release, specific categories and conditions that you want to choose. Now, something important that I have to mention is that on each of these different levels, you can only add three different paths. And now you might be wondering, well, how can I like categorized my YouTube videos into more than three different categories? Well, what you can do is you can have these paths. Within these paths. It's complicated, but this is how you can go around this issue. So in the case of myopathy, see right here, if you click on that, you'll see that this is like the path for these three different tools. And the rule and testing here is that if it either contains one of these three words in the title, it can be any of these. Then this continues, and then this next step is just another path which then categorizes them down into the individual videos. So no matter if I have a video about Figma Zapier or to-do list, this would always be true in these cases, but then the next step would happen and that it will be like categorized down into the individual tools. And then inside of these, I'm just assigning the correct the correct categories based on whatever tool that is. So this is a nice workaround for only having the option to add three different paths on each of these levels. So this is a really, really powerful feature that has lots and lots of options. And that really is something that you can use in lots and lots of zaps and lots and lots of different situations. One example as like a, you know, use case inspiration would be to use it in your onboarding process. So if you have a client-based business or even like a software business, you might want to create a onboarding process that is different for different kinds of users. So you could have the paths determined like best, the criteria, maybe on company size, on contract size, on yeah, how many people you're trying to onboard with this company. The criteria is up to you. But just as an example, based on these, on these different conditions, you could create a different onboarding processes. For example, if you have a huge new client, before this client, you want to assign a individual person that just it's just worrying about them, like their personal assistant when it comes to on-boarding. And for like smaller clients, you might not want to do something like this. This is a good way where you could use this to segment the zap down into different parts and to go down different routes based on what is happening and the base on criteria that you set. All right, that's it already for that your paths. I hope this video was helpful to you, and if you have any questions, please feel free to let me know again. The Q&A section is there for you, so I'm happy to answer any of your questions if they're related to Zapier and the content of this course, obviously, but yeah, if you have any questions, let me know. That's it. I hope you enjoyed this video and I'll see you in the next one. 14. Approval by Zapier: If you're anything like me, then you love it when things just work automatically without you having to do anything. But unfortunately, in real life, often there are things that just can't be automated or at least can't be automated yet. You have to take these things into consideration. For example, some things just need a human to approve them. And this is exactly where approval by the happier comes in, which is a pretty new tool in that period that allows you to have steps in front of it. Were a human has to approve a certain runaway lab before these are actually continues to do it's automating work. So it kind of adds this little manual step in the middle where a human has to look over what's happening and has to prove whether or not it's actually the way it should be. And if that is the way it should be, then he can, he or she can approve and then the Zappa will continue to run. So let me show you how you can do this in this video. As always, I've created a little zap that just is that you demonstrate this functionality and to show you how you could use that. I don't have too much special things in here, but there are lots of processes where you could be lots of ribbons processes where the step is really useful. So in this case, we just have a new entry and type form. Again, this might be something like an on-boarding document or maybe somebody is buying something from us. Maybe it's customer feedback, like customer feedback that you want to publish on social media and so on. And then we have this approval step right here, which is where a like admin or like a higher-up person in your company has to approve this step, has to prove that these up as running before this is actually being sent out as a message in this court. Or you could say, you know, this could also be before this, this feedback from the customer is being published on social media, something like this. So there is a more useful use case, right? So how does this work? Well, we just have this type from entry, which is just a really stupid little tight form, is just enter your email address and then answer the question. So hey, there is this working, just some demo entry that I created and then we send a message on Slack. Sorry, in this court could also send it in Slack again. But we're sending a message in this court because well, there's no messaging system in place yet for this approval. So you have to make sure that you actually get reminded for the things that are happening. Otherwise, you might just forget that you have to prove these things. And then like the automation is not running, you're losing time. It's just not good. So I would recommend putting a like messaging step or reminder step in front of the actual approval. So that each time you have to approve something, you get a message male or like in this case, pro discard the message so that you know that you have to do this. The next step is the approval itself. And for this you have this. You get like an approval inbox where you have all your approvals. So let me actually just open this as well and I'll go in there right now. So the thing that you can configure right here is you can configure what information is shown in this approval. So these different fields are the fields that we are actually getting from the type form. So it's just in this case the answer your email field and the answer to Question field. But you could also add more fields if you wanted to. So these are the fields that the proving person will then check to see if these are, these match what they want them to be. And then they can just like upvotes, downvotes the individual runs of the Zap to see like two to approve or disapprove. So let's just go to the inbox real quick. And right now we see we have nothing to review in here. So this will only be filled up once the app is running. And once we actually need to review something, we'll demonstrate that in a bit. But let's first go back. Yeah, and then the last thing is just sending a message again to Discord just to see that it's actually working. So just saying something like new type from mission than the email, the answer and so on. So what I'm gonna do is I'm going to turn this on right now. And then we'll actually enter in like create a new entry for this type form. And then we'll see how this works. See I will have to approve these up and how it continues to run. All right. So I've got the type form open and I'm just going to enter in some demo data. I'm just going to use Janusz add workspace. Oops, like this, workspace.com. And then for the question, whatever the question is, I don't know what the question is. Like this. All right. And then we can actually submit the form. And now the ZAP can do its magic and can run. So back in our ZAP, we see the next step that is actually happening is there is a message sent to or Discord channel. So let's check that out. And as you see, we have a new message here which says new approach approval required. And it just has the link to the approval which is something I just added in there, which should lead us directly into our approval inbox. So if you click on this, we see that we're now in the approval inbox and we have this one like run of those apps to actually approve. So now let's just test that. What happens if we actually approve it? So let's click on Approve, and then the item is approved. We could undo it, but we don't want to. So now it actually has been approved and now the stock should continue to run, which means that now we should see the data that we entered into the form inside of our Discord account. Now checking in this chord, we see just as I said, the new type from submission is now added to the Discord channel. We see the e-mail that we entered and we also see the answer that we brought into the field. Now let's see what actually happens if we don't approve the zap run. And if we instead disapprove it for this, we'll just create a new form entry and we'll just use some different demo data, so like this. And then we'll also just add an a and different texts. So we'll just say this tag will not be sent to this chord like that. Alright, so now we can submit that again. And we are going to go back to this court because that's where we plot right here. So that's where we get the new Approval Required message again, because we just entered in a new form entry, which triggered does up. Alright, so now if we click on this, we actually see tube because the onwards duplicate, but doesn't really matter. But I'll just like this, approve both of these runs like this. And now, if we go back to this court, nothing happens because well, we disapproved that, which means that after this approval step, does Apple just be discarded and we'll just not like work anymore. And this is because we will after we disapprove the zap in this step, anything that is after it will just not be executed. So does Apple just speed the scarred and removed and not finished? And yeah, anything that happens after this will not be executed. And this is how you can add in a manual step to have like a quality control inside of your zap to filter out things where you might not be able to do that. Like to filter out the faulty runs of this app, just using the built-in zap, your tools. But where you want to have a human have a look at it and make sure that the quality of the apps is the way it should be. All right, that's it for approval by Zapier. I hope you enjoyed it and I'll see you next video. Take care and bye. 15. RSS by Zapier: Rss feeds are a standard feature of the modern web, and they allow us to access a page's content or websites content through one single feed, which makes it possible for you to listen to this feed and to build automations based on that. And this is also possible in the app here using the RSS by exactly feature, which we're going to cover in this video. Rss stands for real simple syndication. It's a core feature of the web, so you'll find it on pretty much any website. And this is what makes it so powerful. You use it because it's just available everywhere and you can be pretty sure that any given site that you want to read the articles off, we'll have an RSS feed. So let me show you how you can implement this using Zapier. Alright, so what we're going to do is we'll create a really simple zap that just takes the triggers when I post a new blog post to my own website, workspace.com, and then we'll get a discord notification for that. Now, obviously this is a really basic example just to show you how you could use something like this. But we'll go on to build a more complex workflow and a more practical workflow in the next video, then we'll actually use additional feature in that year called digests by Zapier, which is too much for this video. So let's start off with the easy example, and then we'll go on to the more complex example in the next video. All right, so first of all, we have to create a news app, which is obviously what we do all the time. And this time we'll see it on the, on the right side right here, will start using the RSS by that trigger. Because we actually want this to trigger when something happens on one of the RSS feeds that we're listening to. So for the trigger event, and you can either you choose the new item in feed option or the new items in multiple feeds. Now for now we'll just use the new item in feed. This will then trigger based on a single RSS feed. But you'd also have new items in multiple fields. So you could listen to multiple of these RSS feeds at once and then trigger this app from all these different things. So that's what we're going to do in the next video where we'll have this more advanced workflow. But for now, let's just choose the new item in feet option, then just click on continue as we always do. And now we're ready to set up the trigger. Now the first thing that we need is the feed URL, and this is just the URL of the RSS feed that we want to listen to. Now in the case of my website, if I just quickly navigate to it, I have a WordPress website, which means for WordPress websites, the standard feed is just at the domain name and then slash feed like this. So yeah, that's what it looks like. And it also should look something like this for you. If you are doing this with your own work with website, maybe for other websites. Sometimes it's just slash RSS like this. In this case, this also works, but sometimes you just have to type that in. Now one thing you can do if you are unable to find the RSS feed on the website that you want to do this with. You can just press control you to actually have a look at the source code of the website. And what you can then do is click Control F to search for RSS. And now you see here it says RSS, and here it actually shows me the URL of the RSS feed. And this is how you can usually then find out where the RSS feed off the website loops. So now we can just go back to the, the actual RSS feed on the website like this. And then we'll just paste this entire URL. And we'll go back to these app and we'll paste it into this feed URL field. Now in this case, or in our case, we don't need a username and a password. Sometimes this might be the case, but usually for like big or public blogs, you don't need this. So yeah, no, no worries here, the last option we have is to choose what actually triggers a new feed item. I would recommend to just leave us alone. That's more advanced stuff that we don't need right now. Just leave it on the different URL, which is also the recommended option. And then just click on Continue. Now we have to test the trigger again. So it's going to catch all like, yeah, take in new blog post that I created on my website. So it's found this one and we can continue using this. Now for the actual action, will just choose this court again as our go-to tool. And then we'll just go to just click Send channel message, which is now the standard thing that we always do. Choose the account. And then we're ready to set up the action. Now, again, we're just going to use the general channel. And in this case we'll just say something like new post on pianos workspace, like this. And we'll add a little bit of an emoji. Maybe this one or maybe the books. Yeah, We'll just books. And then a new line will actually add the link to the post. And we might also just add the title of the post up here. So like this, again, it's just for testing purposes. We don't need to change any of this. So now we can just click on Continue. All right, it's an OF test these up again. So just click on tests and Continue. And then I'll go over to discord. And we'll see that the Zapier bought, just posted about this new article on the website. This is the simple version of implementing this and it's not really that useful in some cases it might be. So if they're like certain blog pages that you are really like, you really want to know whenever they post something new, then maybe this is a chapter that you could implement. But usually the way better option is to have a zap that actually takes in, like the RSS feeds from 10 different blogs or 10 different websites. And then creates a digest which we'll cover in the next video. And then sends that to you like once a day or once a week. So that you have like a compressed list of all the new things that are happening. Anthology don't have to go through each of the blocks individually. Acid already for RSS by Zapier again in the next video, we'll cover this in a bit more detail. So stay tuned for that and I'll see you next one. 16. Digest by Zapier: In this video, we're going to pick up where we left off in the last video where we talked about the RSS by that your feature. Because in this video we're actually going to create a more enhanced and better version of what we did in the last video using an additional feature that Zachary has to offer, which is called digests by that year, digest by Zapier can help you activate different runs of the apps and also different pieces of content into one final product that is then sent to you. So for example, In the last video, we talked about having these RSS feeds were when we get a new article posted on there, then we get a notification. But maybe we don't want to have a new notification for each of these individual blog posts. Maybe we just want to have one notification per day that there were like 10 different articles in a list which have been published today. And this is exactly what digest, but that you can do. So let me show you how we can do this using Zapier. As always, you want to start off with a news app. So I just created one right here. And again, we'll choose the RSS feed as the trigger for this app. But this time we'll actually choose new items in multiple feeds because we want to listen to multiple RSS feeds at once now. So in this case, I actually have to go out of here because I have to paste in the different feeds that I want to use. I think it's this one, right? So I just got like a couple of fields from popular, popular news sites, and I'm just going to paste them into the feed URLs field. Now, note that this time you can actually enter multiple URLs. So this is what I'm doing right here. Last video, we could only enter in one because we wanted to listen to a single feed. All right, so this year is the last one. You can enter in. Up to ten different feeds. Will just use three because that's already enough, for example. But yeah, you could have a maximum of 10 different feeds such listen to. And again, this option right here, we'll just leave this as the recommended option number. We won't change anything right here. And we'll just click on Continue again. We'll test the trigger. This time we actually have the option to get items from the different feeds. So yeah, we got some items, pull it right here, which looks good so we can actually continue. Now it's time to use the digests by that your feature. So to use this, just go in here and type in digest, and click on this option right here. And for the action event, we actually want to use the append entry and scheduled digest option. Now, there are two more options which are more advanced options which we don't want to cover right now. That's too advanced. And this is also the option that you'll be using most of the time. So what we're actually doing here is we want to have this lab run be added to this digest. And then we'll schedule the digest to be sent out a specific point in time or when a specific threshold has been reached. So let me show you how this works. Just choose this one and then click on Continue. Now you have to choose a title for this digest. This is not so important for now because you won't see this anywhere. This is only important if you ever wanted to use this digest in one of your others apps. But for now, we'll just call this, maybe just news digests like this. Yeah, because that's actually what it is. And now we have to specify how the different entries are going to look. So the entry is pretty much a single item, that attitude, this digest. So for example, if a new post is added to the RSS feed of TechCrunch, which is one of the new sources that are added to this app. Now, then we want to specify how this has actually added in here. So how this individual item will look like. And if we click on this, we'll see we have this data available right here. What I usually just like to do is to have the title so that we actually know what this is about. And then the link behind that. So just add a colon and then maybe just get the link of the article, which is this one right here. So what I usually just like to do is to have the title of the article or the post at the beginning. So I don't actually know what I mean what the post is about. Then I add a semicolon and a colon just, and then I want to have the actual link. So where is the proper link? Let me see this one right here. Yeah, so I want to have the actual link to the post just behind the colon, like this. And then this is how each of these entries will look like. So if there are like ten articles in a given time-frame before this digest sent to us. Then there will be 10 of these different lines with a title of the article and then the actual link. And when and how this is actually being sent to us is what we can choose now. So right here you see the frequency field. This is where you can specify that. So there are different options. One of them is daily, weekly, monthly, or for example, you could have a threshold. So you can say, well, every time that are like 10 new articles, then send me this digest. This can be useful feature in some cases, but usually. I like to actually have it be more time-based. So for example, maybe you want to have a daily news digest that just sum up all of your news for the day so that you don't have to check your news all the time. Or maybe you just want to have a weekly update for something like maybe it's more about like a product that you are interested in or, or companies that you're interested in, then maybe the weekly option is better. For now, we'll actually just choose the daily frequency like this. And then we have two additional options. We have to choose the time of the day. So we'll just say maybe something like the evening against the seven PM. And we can also specify if you want to trigger these subs On weekends or not. So if this is something that's more work-related, then you would probably take note here. And in fact, I'm just going to right now. And right now we can actually continue and we're then able to test our digest, right? Seems like the digest has been working out. So we are ready to move on to the next step because we'll now we have recreating this digest, but we need somehow to actually access it. And the best way to do this is just to have it be sent to us through one of the usual channels. So through Slack, through this cord, through SMS, if you're in the US, or through e-mail. This is what we're actually going to do right now. And we can do this using an additional feature that's up your house, which is the option to send e-mails directly from Zapier. So if you just type in mail and then click on the email by zap your option, we are able to let Zapier send those emails through a is upper e-mail account. So we'll just click on the option. Send outbound email because we want to receive an e-mail from Zapier, they will just click on Continue. And now we can actually set this up. So in this case, I want to send it to my email address, which is my terminal address right here. And the subject is going to be the daily news digests. So this is actually similar to having a customer daily newsletter that you can create yourself, that you don't have to write yourself. You can customize how it looks, what's in there, what's being talked about or the topics are, and where you get the news from. But you don't have to do anything about it. And that's the great thing about this. Digest by that your feature. All right, so now we just have to specify the body. In this case, we just want to add in the current digest. So this is just whatever has been added to the digest at the point that the versus being sent. So each day at 07:00 PM, that digest from the day before it's being taken. And then it will be sent to your as an e-mail. And the other fields aren't relevant. We can actually like say from, let's say, news bought something like this. And the rest is not that relevant. We'll just click on continue and then we'll try to send this to yourselves and to see if it's actually working. So click on testing continuum and let's see if it actually worked. All right, so I've got my email account open up and let's see if we can actually see this. I think it's in the newsletters folder. Yeah, right. So here we have the news, but with the daily news digests. And we only have this one article in here because we only added this one. Yeah, this one article. Now obviously, once you have this running and it's actually, you know, like it ran for a day also. Then you'll have probably more like 50 to a 100 different articles in there depending on the news source that you actually are subscribing to. So what I actually would recommend you do is in your zap before the append entry and scheduled, I just step adding a filter that filters out more of the content so that you only get what you actually want to see. Because from experience, I know that I usually get much more emails in this digest than I actually can read in my entire life. So, yeah, adding a filter and then just play around with it and see how it works for you. And then you can just make changes. And then once you finally like happy with either just, just let it run and you've got yourself your own email newsletter, you own daily newsletter. All right, that's it for digested by the happier. I hope you enjoy this video and I'll see you next one. Take care. 17. The Zapier email parser: These up your email parser is a tool that allows you to extract information from structured emails. Now this might sound a bit weird or big, complicated, but actually it's quite simple and it allows you to in some cases, integrated tools with that period that otherwise wouldn't have a Zapier integration. And also it allows you to trigger workflows in ways that otherwise wouldn't be possible in order to use these API email parser, you need to go to parser Dot dot utah.com and to login there with your laptop or account. So let's do that right now. We'll just click on Login. I'm already on the site and I'll just click on Login. And you haven't, I'll just login with my Zapier account. Click on Authorize, and then I should be good to go here. We can actually manage our zap, your parser inboxes. So we have, I've got one right here and we have to create a new one. Because you need a single inbox for each of the individuals apps that you want to use. The parser by Zapier for, because it needs a really fixed structure, flexible and cannot be used for different use cases to create our own mailbox will just click on this button right here. And then what we can do or we have to do is to send an email to this email address right here. And we're going to do that using a form on our website. So pretty much this app that we're trying to build here is going to be triggered when somebody submits a form on my website. So in this example, the information that is being sent through this form on my website. It's meant to be kind of like a contact form slash contact information collection. So the person that is like filling out the form has to fill in their name, e-mail address, and their phone number. And then this is being used as being sent to e-mail parser. And then I will create a zap that actually then takes this and adds a new contact to my Google Contacts list. All right, so I'm on my website now and this is the form that the people will have to fill out and I've already set this up. So let me show you how it looks. Here is the email, like the email field. What I'm actually going to do is I'm going to add in this email address right here. So this is our inbox all while mailbox address. And I'm going to say new contact info submission as the subject of this. But down here I've already set it up in a way where we have a structure of where the fields are being sent. So we have this FirstName field. Then there's the value which is getting from this FirstName field. So I can show you how this works, but it will be a slightly different for you if you use a different tool, I'm using the elemental page builder for WordPress. So yeah, pretty much what I can do Effect. Go back to the farm fields right here, and go to the firstname. Click on advance. I have this short code for this field. And then this allows me to input the value in here. So that's the structure that we're sending over to Zach here. So now let's save this and then it actually submit this for the first time, sort of can use it in our zap, your mailbox. Alright, so now I'm going to fill out this information. I'm just going to fill out this form with my regular information, like my name and so on. I'll add my e-mail address like this. I'll just add my phone number. Yeah. And then I will also have a message. So I'm just going to say this is a demo message. Now we wouldn't even need this because we're not really like using this, but we'll send it anyways for now. And then we'll just click on Send. Doesn't look like it should, but yeah, so now the form was sent successfully and we can go back to our mailbox to check it out. Perfect. So now I just got back to the mailbox account and we see that we received this e-mail right here. And now we can also do, if you wanted to, we could change the name of this inbox field so that we actually have something to remember. So we could say this random letter code and then we could say something like contact, contact collection. So now the e-mail is a bit more recognizable for us, so we actually know what it's for, but it's still random and it's still like hard to hack in this case. And also note that you have to keep this secret. So if anybody has this address, then he or she can just send random stuff to you and to take in like trigger the ZAB without you even knowing. So please keep that in mind that this has to be somewhat hard to guess. So. Don't try to do something too simple here. Just have the random combination and then add whatever you have to add to make it a bit more recognizable for you. Now we're ready to see the e-mail parser in action. And for this, we are going to actually highlight some of the fields him, because how these up your email parser works is this is now the structure that the email parser is kind of expecting for this inbox. And we can specify where in this message, what kind of information is. So I can just highlight like my name right here. And I could say this is call is the firstName. It is my first name, you know, and you see how this gets replaced. Now all the time when we get like this, inbox receives a new e-mail, it's going to look for the FirstName and then the colon, and then whatever comes after that, it will, it will think that it will be the firstName. And we'll do the same thing for the other things as well. So we'll say lastName here, like this. And we'll do the same thing for the email address. So we'll just say e-mail address. We'll say phone number, and then we'll say message. And now, as long as this structure stays the same all the time, then you will actually be able to get these individual pieces of data out of this e-mail so that we can use them in our actual zap. Let's now save the address and the template. And then let's go back to that peer to actually use this in asap. So I'm back in my Zapier account. I'm going to click on Make asap, and then we can get started by creating a news app. This time, we obviously want it to be triggered by the email parser. So that's why we're going to choose the email processor right here. And for the trigger event will choose new email and just click on Continue. Now we have to choose the actual image parser account. So this is one that's just connected to your normal account. Then you can go to your mailbox and choose the mailbox. And you see now in here this is the content collection or contact collection, sorry, that we just created. And now we know what this is four because we just specify that in the email name. So this is what we're going to choose. And then we can actually click on continue and go on to test the trigger. So click on the Test trigger button. And here we see the e-mail that we just entered into our web form. So everything is exactly the way it should be. So now we can continue. And what we're going to do now is we're going to use Google Contacts and we're going to create a new contact based on the information. So just click on Create Contact and now you have to choose your Google contacts account. Probably you will have to authenticated as well if you're doing this in parallel. So yeah, do that and then we can go on to set this up. So we have the firstName and this we're going to get from the parser output. So as you see right here, the parts output FirstName, that's actually our firstName as a single piece of data. And this is what the email parser actually did because we just had a like email that contained all of the information. But then we use the email parser to get a single piece of information out of that, which we can now use to create this contact. So we put the first name in here, and then we'll put the last name, which is the second field in here. We'll add in the email address, which is going to be right here like this. And then we're also going to add in the phone number. So there it is. We'll just choose this one and then we'll insert in here. And now that's obviously we could like much more of this information. But that just doesn't make any sense for us. So we'll just click on Continue and then we're going to see if the app is actually working. So click on tests and continue, and then we'll go to tack contacts to see if it worked. All right, so it seems like it worked and I also checked in Google Contacts. It indeed worked out and I now have a new contact. And if I were to turn on automation, then I could just send this form out for people to kind of enter themselves into my contacts list. I hope you understand that. I'm just not going to show you my contact because, you know, piece of data privacy and so on. But this is a really nice and handy way to, to use the up here and to use the email parser. I personally have to say that I don't really use the email parser too often because I just haven't found like a really good use case for it. That makes sense for me. But then again, every person is different, every business is different. And I'm sure that there are a lot of people that can really benefit from having something like this. It can be useful for many other use cases as well. So for example, if you get e-mail notifications for security alerts for your website, if you're upset having downtime or if you have a security system at home, then you could Use this if the email is always in the same format to check if something is happening into the e-mail parser of the parcel, the information to alert you of this or something like that. And there are additional use cases. Again, if you have a tool that is able to send out these emails in a standard form and that doesn't have a Zapier integration, then probably the e-mail a parser is one of the best options that you have. So in these cases it makes a lot of sense to use it. All right, that's it for this video. I hope you enjoyed it and I'll see in the next one. 18. Zapier LeadScore: If you ever wanted to find out more information about a lead for your business and maybe even do so in an automatic way. Then you have to look no further because in this video we are going to be checking out the lead score of functionality by Zapier, which allows it to automatically find out information about a company, a person, a business, all just with an e-mail address. So let me show you how this works and this video. It's going to be a rather short one because this is not too complicated to use. But it's just a really, really helpful and really, really nice feature that the API has to offer. I really wanted to cover it in this course. So yeah, without further ado, let's get started right away. So I'm going to show you how you can do this with a really simple sap that I just created. And we're using as always, type, form and discord to test this out. At the beginning, the trigger is just a type form entry. I can show you the type from actually, it's just where you have to enter in your email address. So nothing too special, because we only need an email address. That's the great thing about the lead score. Then the actual step where the magic happens is the elite score step. So let me expand that for you to use it, you have to choose the lead score. Absolutely like this. Just use this one right here. And then what we're going to do is to find a person and company information. So we want to find out information about whoever has entered their email address in the type form up here, setting up the action for this couldn't be any simpler because the only thing we have to do is just to plug in the email address from the previous step into this tool. And what actually happens behind the scenes is that Zapier actually uses an additional tool called matte Cu, which provides this functionality. So this comes with a really small limitation, which is that you can only use this 500 times per month. Yeah. Otherwise, you will have to sign up for a matte Cu account to to yeah, to use this integration in a big way because then you would probably have to pay for this. But if you have less than Chuy for new leads per month, which I'm guessing is true for most people, for most small businesses, then this won't affect you and you could just plug in the email address in here and you don't have to do anything else. And then it actually just does all the magic for you. Because what happens is the tool matte Cu, is actually searching the Internet for that even at rest. So email address, we have the domain of the company and it's searching for that and it's finding out information like the company size, like revenue numbers, like the country where it's from, the industry and so on. So all this is happening behind the scenes. And we then get this back from the step. So if we go to the test action, we can see that this is all the information that we got back. Now this is a example when I used to Unilever as an example, we're going to test this in a, in a, in a bit. So, so stay with me. But yeah, this is like what data you could get back. So things like the company size, location, even market capitalization for publicly traded companies. Sometimes there are things like if it's an e-commerce, if it uses all technologies, all stuff like this. And to finish this off, we just send the information to our discord channel. So we plug in all the data that we get back. Things like the company name, like the company email, the website, like some of the top signals, industry and so on. And we just sent that to our, just our usual channels. So the general channel right here. Perfect. So this is all working fine. So now let's go to our type form and let's see how this actually works by actually entering in the information ourselves. Now for this example, we're using an e-mail address for a more public or like a bigger company. Because obviously the bigger and more popular the company is, the easier this tool has it and finding information about the company. So if your plug-in an e-mail address for a really small company that just has like one employee, then you won't get much damage detail and data that you would have gotten for companies like Google or Facebook or Amazon. So we'll just use example at last year.com and it will just hit OK. And for this question will say, this is our answer. This doesn't even matter, but we'll just use it and then we'll just click on submit. And now we can go back to our discord channel and see if we actually got a message with information about this email address and about Zapier as a company. And as we see in here, it seems to be working. So we got this information from the Zapier pot with a new lead calls up here. This is the inner desert. We used the website and here are some of the top signal. So this is some of the stuff that is actually getting collected by this lead score by Zapier. So we have the company industry, which is software, which is correct. The company location, which is the United States, which is also correct. The company size, which is also interesting. Things like website traffic, that it's all using old technologies. I don't know exactly what that means in this case, so I wouldn't trust that too much, but yeah, so these are some of the information that we can get back. And we can now use this to actually Advanced Workflows based on this country company information. So for example, we could have different unmoored in workflows are different phase processes for different companies based on their size. So if a company has more than 20 employees, maybe you want the onboarding for the company to be a bit more special. Maybe you want to have a special sales team member of your company to worry about the on-boarding all the sales process. While for smaller companies, you might want to have a more simple onboarding or sales process because the potential for a company, it's just not that high. So it's a really simple tool that is still really, really powerful, especially for sales in your business and also for small business because it just saves you the time to look up the company yourself. You will get back like the most important information within seconds of the person, like filling out the form. So yeah, it's really, really nice tool and I hope you got some value out of it. And I'll see you in the next video. Take care. 19. Zapier webhooks: In this video, we're going to talk about Zapier web hooks. Web folks in general are a pretty advanced feature. So keep this in mind throughout this video. I give my best to expand this really simple, but thanks to Zapier web hooks, it's actually not that hard to implement and it actually allows you to connect pretty much any modern web app to use up your account. So again, this is another way you can integrate apps with Zapier that don't have an official Zapier integration that said, this is going to be a bit technical. But if you were able to follow along with the other parts of this course, there'll think you should be able to handle this video as well. So yeah, without further ado, let's jump right into the video before we actually start implementing the web hooks in the app here, let me first explain what web hooks actually are. So basically, web hooks aren't even all that different from zap itself because pretty much they are automated messages that get sent from one software application to another one when a certain event happens, which is pretty similar to that here where we have a trigger that triggers a certain chain of actions that get sent on, let that happen. And which also can be like a message that's getting sent. And they're actually called Hooke's because they're always waiting for input to get to them so that they could do something with this. So that's the absolute basic explanation of web hooks. We actually don't need to go into more detail here because all we need to know is that we can use this to send data into Zapier and to use data ends up here from applications that we otherwise wouldn't be able to integrate with SAP here. Because again, this is not a software engineering or software development course, but rather a course on Zapier. So with that out of the way, let me now show you how this actually works. So as always, we're going to start off with a news app. In this case, we wanted to be triggered by the web hooks by Zapier feature. Now, one thing that I want to note is that you can actually show us right now. You can actually also send web hooks using this web hooks buy that your feature. So in this case, you could actually use Zapier to trigger a web hook to a different tool and to do something there as well, which could be used in the other way around using Zapier to integrate it with another tool that maybe doesn't have an integration with Zapier, but sending the data out of SAP, your intranet tool, instead of like receiving data ends up here and using the web hook as the trigger, which again is a bit too advanced for now, we'll focus on using web hooks as a trigger because that's really powerful as well and that's probably the most common use case that you have. So we'll just delete this again because we'd still need it. And we're going to focus on the trigger here. So we're actually going to use this in a pretty similar way that we did with the e-mail parser, which is that we want to send a form from a website. And this time instead of using the e-mail parser, we're going to use web hooks to send this form into our Zapier account. Now because the tool on our website and I'm using, which is called Elemental, it doesn't have a proper integration with Zapier, but instead, you can use it in either of these two ways to still have this integration. And this is exactly what I wanted to show you because this is what web hooks enable you to do to integrate tools with Zapier. Otherwise wouldn't have a Zapier integration. So let's start setting up this app. So the first thing we want to do is what to choose the trigger event, which is going to be the catchy hook. Now we can click on Continue. Now here we get this custom webhook URL. And this is important because this is the URL that we have to tell other tools or software products to send their information, to send the web hooks and so that we can actually receive them. So we're going to copy this. And then this is what we'll paste into our WordPress account or so, or elementary account where we actually are sending the form. So let me show you how you do this. In this case, again, this might be different for the tools that you're using, but I'm just going to show you in this example, this is always a bit different, but the general concepts are the same. So I've already selected to have a web hook triggered after someone. Feathers form. And now in these webhooks settings here for the webhook URL, I can actually paste in the URL that I just got from the Zapier account. Now can just update that. And that's it already for making this connection. Now we can go ahead and fill out the form, and then we can use the data in our Zapier account. All right, so just quick load the form real quick. So I can just use my presser memory for this. And in the text I'll just say something like this message will be sent through a web hook. Exclamation mark. Alright, perfect. So now we can just click send and we see that the form was sent successfully. So now we can actually go back into our zap and tested the trigger and see if it actually worked. And if we received the form entry in our Zapier account, and as you see right here, it actually did work and we found a request and this is the exact information that we just entered into the form. And that's it pretty much for all the things that you need to know about web hooks. Of course, there's lots and lots of more things that you can do and more advanced stuff you can do here. Especially if you are familiar with programming, you can actually build your own applications that send data to Zapier. So you can integrate your tool was app you without having to have an official Zapier integration and much more stuff that you can do if you have more technical knowledge. But I think for the majority of non-technical users and small business owners, it would be best or it's the best use case to just use these actually web hooks feature to kind of expand the possibilities of Zapier, which means being able to integrate other tools in inches up here. Otherwise wouldn't work or otherwise wouldn't have a connection or integration. Just to make things complete, we're going to actually use this data to see that we actually are able to use it. And as always, we're going to be selling us to discard, to just check it out. So we'll do that real quick. We're actually just going to close this out and then we'll just add a new step, which is a discord step. And we'll just do the usual stuff. So we'll send a channel message. And then we're going to choose our account, same as always, continuum. Then we're going to send it to the general channel. And for the message text, I think we'll just enter in the email, so we'll just say email colon and then we'll add the e-mail from the, then I will have we got from web, the web hook. And then we'll also add in the message. And we'll take the message from the WACC of purpose as well. And we can leave the rest like it is. Then click on Continue, testing, continue. And we saw this worked. Now we're going to go back to this chord and we see we were actually able to use this data in here. All right, that's it for that your web books. If you have any questions concerning that your workbooks, please let me know and I'll be happy to help you out. But other than that of the other next video, Take care. 20. Troubleshooting errors: When you're using Zapier, you will inevitably come across cases where your exams aren't actually working, how they're supposed to be working. And in these cases, you can actually often find out what the problem is and fix it by having a look at the arrow log of your zaps and by just doing some troubleshooting. So that's what I want to show you this video because troubleshooting is an important part of using Zapier. And so it's important that you understand how this works. So we're know Zapier account and here, the first thing that we can do in order to find out more about are the apps and whether or not they're working correctly. By going to the history, this gives us a good overview over these apps that have been running and how many tasks we've been able to automate with them. And we can also take a look at whether or not these apps actually had arrows and whether or not we might need to fix something about them. So you see for me, I have like RAM XR apps in the recent time and they have automated 106 tasks for me. Now what we're actually looking for the individuals app runs because that's where you'll see we're in these individual runs, you'll have arrows or not. And to access them, we can just go to the lab runs up here. And then we'll get this overview of all the individual runs about apps. Now, you see here that they have these different messages. So here we have a success. Here we have a sub-brand that actually was filtered out because some of the criteria was met. Maybe there was like a filter that yeah, filtered this this snap run out. And so you see, this is how it looks like right here. Now if I go to the next page, you'll see that we also have some other messages in here. So for example, we have this weighting slash delayed message here. And we also see that we actually got a arrow up here. So we know that this zap run actually didn't quite go as planned. That was something that we didn't expect that happened which resulted in the saffron not being successful. And we can actually filter these out by just going to the statuses up here and then clicking on the stopped slash arrowed option. And then the API will only show us the zaps that actually have error. So we see here the couple of arrows and I delivered the credit some arrows to that we know that we have something to work with here. So let's look at this new YouTube video workflow. Let's try to find out why this didn't work the way it was supposed to be. So if you click on it, we see pretty much like the actual flow of the ZAP and we actually see directly where the error happened. So you see these green boxes. These are the steps that actually were executed correctly. So the new YouTube video was actually found. And for the record, this is about, I think I showed it to you earlier as well. It's where I post a new YouTube video and the video gets uploaded to WordPress and so on. And so the first step, as we saw, was successful. Also the second step. So it was like the input was transformed to lowercase, which seem to work. Then we run some JavaScript that again, and it seems to work until point number 5, like step number five, and he will also see an error. So we see the message to slash tag raised a generic arrow. Please check it. And this is really important, really good for us because we now know that somehow this step didn't work out and we can try to fix the issue. So in this case, I actually already know what the problem is because I looked into like the documentation. The issue here is that slash tag here is just too long. So I'm trying to generate, generate a new link which has this like behind the comma select youtube.com slash and then all of this inside of rebrand Lee. But it's just too long for rebranding and that's why we blend is returning an error. So now that we know this, Let's jump into the actual ZAP and see if we can actually fix this issue. So we're going to click on this button and then we'll go to open an editor on actually. And actually for this, for this particular arrow, I actually already implemented a fixed. So let me just show you how this works. How I actually made us work again. So the problem was in this step where we wanted to create a branded link in rebrand Lee. And what I've just done because like, you know, the the issue was that this tag was too long. Well, I just added a new step before that. That kind of truncates this slash tag. So it takes in the slash like that we are using for the link, and it gives it a maxlength of 38. And that's because the maxlength fall, the slash tag in rebrand leaves like 40 characters. And so I wanted to be a bit shorter than that. And that actually fixes the issue because now if the link or like the slash sign-up, we tried to use this too long. Well, then Zackie were just like truncated and make it shorter so that it actually fits and that we don't get this arrow anymore. Let's quickly look at another example of an error that occurred during a zap run and gadgets like get a feel for what kind of arrows you can actually get here. So here's another one where I have a likely zap that actually searches Twitter for interesting posts. And let's see what the error is here. Now again, the first two steps actually work just fine. The problem is here in this third step. And actually see right here the error message which says task will stop because it's app was turned off during its execution. So what that means is that during the execution of this app, will I actually turned off this app completely, which means that those like doesn't know what to do. It says, well, this is now turned off, so please stop executing it. So we did this arrow and this app is actually not running correctly. So this is also kind of error that you can get in there. Lots and lots of different types of errors that you can usually have here. But mostly the error message is actually really helpful and actually shows you what you can do to fix the issue if you want to. Again, you can also always go to the help right here. Or if you click on this troubleshoot arrow button, then you will get to like a help page of Zapier that shows you some of the common issues with the step that you got this arrow on. So for example, here we have the help page for Digest buys up here. And we see some kind of questions that are like problems that might occur quite often. Now one of the most common issues I see people make an African making myself when I started using Zapier is to require information that isn't being sent with every zap run. So this is, for example, if you want to upload a, an image to a website, but you don't always send that image in the trigger, for example. And I've got an example for this year as well that shows why this can cause many problems. So here is a zap that actually like uploads Facebook posts from a specific account to a WordPress website. Now, the issue here is that on Facebook, you can post an image, but you don't have to. You can post a lot of texts, but you also don't have to. You can post links. But you know, required to all of those things. And what this leads to is that there are in this implementation, which is a not so great implementation that I just wanted to show you. It can just lead to too many arrows. So as we see here, if you scroll down to step 3, we get an arrow on the file. So you also see this highlighted in the red color right here. And the error we are getting is required field, field file is missing. And what that means is, well, the file is missing. And what are we trying to do here? Well, we could actually, that's actually go to the SAP settings in another window so that we actually see what we're trying to do here. So here we see what the problem actually is, which is that we're trying to upload a media in WordPress. And so if that media file isn't there, well then we can't afford anything to WordPress and we get an error and don't get confused by the numbers here because I actually already implemented an additional step here as well. That's like the second step that checks if the media exists so that this error just doesn't occur again. But again, this is the problem because we might have a Facebook post with an image. We parliament also have a Facebook post that doesn't contain an image. And if we don't handle this kind of thing inside of OS app, well then it can quickly lead to errors and then it just gets annoying because you get sent an e-mail with the error message and the iOS apps are just not working properly. So in these cases, most of the time the best solution is to implement some kind of filter or path to kind of filter out this information to check if it's there and then if it's there, well then you can continue this app. But if it isn't there, then maybe you have to take another path or with filters, you just have to stop this app directly because it's just not possible to execute that zebra and without this information, another really common source of errors are disconnected apps, which means that some kind of app that you're using within your ZAP has been disconnected for some reason. So that might be because of a software update, that might be because of internal technical things. But sometimes it just happens and then you just have to reauthorize your connection with that external tool to allow that appear to have access to it and then to run the automations. And you can do that on this page right here, which is called the My Apps page. You see all of your actual apps in here. Now I actually don't see any issues because right now all my, my apps are like connected properly, but I could go to, for example, to Calendly and yet to see my connections here. Now if you want to check whether or not the connection is actually working, you can go on this little menu right here, and then you can go to Test connection. So doing this right now, and then it says Test successful. So that tells me that this account is connected properly and that I don't have to worry about any issues with authorizing Zapier in this case. Again, if you are facing issues, then you will probably see like a red error message here that says reconnect. And then you can also click on this button right here to actually reconnect your account. This will often fix the issue that you're facing. All right, so now you know how you can identify errors in JOS apps and how you can troubleshoot them using exactly as built-in tools and also like the Help articles and so on. Now, once you've actually completed troubleshooting your ZAP and you are confident that these apps actually running again, then the thing that you can do is to actually click this little button up here that says replace app run, which then allows you to actually replay the parts of the zap that haven't been working correctly before. And yeah, if you do that and that it works, then you are you can be sure that the problem has actually been fixed and that this type of error would occur on yours up again. And that's it for troubleshooting your arrows in here. Hopefully it was helpful and I'll see you in the next one. Take care. 21. Social media workflow: Social media automation is one of the areas where zapped you're really shines. And that's why in this video we're going to be creating a powerful animation and that allows you to publish a post to a single platform. And okay, it's Facebook. And then this post will be edited, formatted, and published to various different other platforms like Linkedin, like Twitter, Instagram, and Pinterest. So this automation is again really powerful. So this is going to be a longer video, but it's also one that has the potential to actually really save you hours of work every week if you are really active on these various different social media platforms. Without further ado, let's get right into the video. Setting up an automation like this actually involves a bit of planning cuz we have all these different moving parts and also we have all these different requirements for different social media platforms. For example, for Instagram and Pinterest, we both need an image for this app to actually work on Twitter, we have determined 80 character limit and so on. So there's all these different requirements that we have to meet in order to really make this work in a good way and not just make it work in some way because we actually want this to replace actual person just posting this one post and all these other platforms as well. And yeah, that's why we want to do a bit of planning before. Now I've actually deliberately chose Facebook as the starting point for this automation. Simply because Facebook allows us to have really flexible posts. So at Facebook we can post images, we can post text, we can have links and much more. So it's just a flexible starting point which then allows us to take all these different parts and to plug them in all the different other social media platforms. For example, if we started our posts on Instagram, well then we couldn't really post any links in there, so it wouldn't make much sense. And that's why I usually like to start off. And Facebook for these types of automations, the first step in setting up this process is to actually create a kind of example posts inside of your Facebook page because we need some kind of starting point to, to test out these automations with. Now if you always have a library account on Facebook already, then you might not need this. In my case, I rarely post on Facebook, so I generally don't really post on social media too much. So I had to create a like a template posts right here. And it's important that it includes this, this structure and these elements because we're going to use the structure in a specific way that allows us to like take individual parts from this big posts and to separate them so that we can use them individually. So what's important is that the first line is going to be the kind of heading which is going to be used on various different other platforms. Again, as, as the heading and then the content from their own will be kind of the main content of the post. And also, please include a link and an image into your posts. Because again, we'll use these two elements in various ways throughout our automation. So now that we have the posts ready, we can actually go into here and create a news app in order to start off this automation. So obviously, we want to trigger to be Facebook pages in this case, because that's where just set up or down we'll post. Then we're going to actually be choosing the new post to your timeline triggering event. And then we'll just click on Continue. Now I just have to choose my Facebook account. So I'll do it like this and then I'll click on Continue. The page I want to use is the workspace page. And so I can click on Continue again, and then we're ready to actually test the trigger. And indeed, we are finding this post here that we just post it on Facebook. And so we can now use this in the following steps to actually complete this app. Now in these first steps, we're actually going to be extracting the individual pieces of this post out of the Facebook posts. So we're going to be extracting the first line. We're going to be extracting the post content and also we're going to be extracting the link. These are all going to be more advanced like your steps, which will include some code, but you will have the template for these app available so you can just use that. And also, I will probably provide you with a document that just has this code as well, so that you can just copy paste it and you don't have to learn how this works. Again, I don't even know how it works, so I just find the right code snippet and then. I'm good to go. All right, so what we're going to do is we're going to choose the code by Zapier actually. And then we're going to run some JavaScript. Now this first step is actually going to be the step where we extract the first line. So what we're doing is we are feeding it the post message like this. And then we'll call this string. So we just have to name this input data should be called. And now we're just going to delete this and I'll just paste in the actual code that I have previously created. So this is just a really simple piece of code. In essence, it's actually just, you know, just getting the first line of whatever we're getting in, like putting in here. And so if we continue and actually test the trigger, we should see that we just get this Zach you're testing checkmark line. And indeed the code seems to be working. So the output is just this little line right here. So we successfully extracted the first line of the post as our heading. Now obviously this is important for you later because you will need to follow the structure in order for this automation to work. So you will need to include the headline in the first line of your post. So this is like kind of the little tradeoff that you have with this approach. Because otherwise we wouldn't be able to extract these different parts of the Facebook birth because again, how would Zapier know what is the heading and what isn't? Could also do something with, for example, would like a little dash behind your heading that would also work, but that's something for a different video and we're just going to use this approach for now. So let's go on to the next step. We will actually extract the page content. Again. This next step will also be a piece of code that will run. And this time we're going to get the page content. So we're also going to run code by Zapier. And then we're going to choose JavaScript again. And then we'll just click on Continue. And we'll just do the same thing up here. So we'll actually just pass in the message and we'll again call this string. And then I'm just going to paste in my code here. And yeah, that's, that's how it works. Now what's important is, if you know anything about JavaScript, if not, it's not, again, not required, but right here, the string has to match up with this right here. So this needs to be the same kind of work because otherwise that just doesn't work because we want to perform some actions on this input message. And again, it's too advanced for people that don't want to be involved in any kind of programming. So I'm going to leave that out because it just works like that. And if you input this code, then you should get the result that you're looking for. So again, we can go to Continue and then we can test the action to see if it's actually working. So let's test and see, and we see right here that it actually was successful. So this time we're getting all of the output, like all of the content, just without the first line that says, I think it says SAP you're testing. Can see it up here. Yeah, right. So that's the line, but we don't get, and now we have kind of successfully split our posts into these two parts, which we can later plug into other programs or other social media platforms individually. Now the last thing that we want to extract from the input data from Facebook is the URL that we added in there. And we can easily do that using the formula step in Zapier. So let me show you how this works. We're just going to add a new step and we're going to choose these app, your formatter right here. Then we can actually choose the action event. And in this case we want to work with text. Then we'll click on Continue and now fully transform, we actually can just search for extract and then we can choose the extract URL option. And what this will do is it will find the URL inside of any piece of information and a piece of texts that we pass into it. The only issue is that it will only get the first URL. So if you ever have a post that contains two different URLs, which usually shouldn't be the case. Well then you can only use it on the first one. And so, yeah, you can't like extract the second one as well using this option for, in our case, that's perfectly fine. And we'll just pass in the information From the messages and we're just plugging the data from the message. And then it will go through the message and find the URL. Let's see if that works. So click on continue, and then we'll click on tests and continue. And here we see it actually worked quite nicely. So we get the output of this URL, which is exactly the URL that we actually added to our post. The last preparation step is to truncate the original post for Twitter, which we're going to use. Yeah, to, to post our post to Twitter as well. And in this case, we just need to use the actual post from Facebook. Because on Twitter you can use the same kind of information. You can post links, you can have text and so on. So we just need to make sure that it's not longer than the term 80 character limit. And how are you going to do that is we'll just again use the formula step. And we're going to choose the text option again. And in this case, which is 12, truncate the text. So as the transform will choose, truncate right here. And now we just put in the information from the Facebook posts. So we'll just choose the message from Facebook right here. For the maxlength, I'll actually go with something like churned and 75. Because sometimes teams like if you actually choose turn 80 characters than like there might be like some issue with whitespace or like a additional character and then it will also not work. So we'll just choose a bit of a smaller length setup. We actually can make sure that it actually works on Twitter. Now, what we also want to do is we want to append an ellipsis. So for this we'll just choose true. So this will add like a little dot, dot, dot at the end to kind of tell the Twitter users that this post is actually longer than this. Obviously, you might run into some errors here and sometimes they just might not look quite nice this way, but this is the best way to, to post to Twitter as well because Twitter is special because of this really short character limit. All right, but that should be it for this step. And now we can go on to actually start implementing the posting of posts on different social media platforms. But lastly, I forgot, Let's just check if this is actually working correctly. So let's testing continue and see if it works. And indeed it actually does work. So this is what we get. This is our output. We have this much smaller posts and we have this ellipsis at the end. Now obviously, this doesn't include all the information that we need. But for example, you could like use this to them manually. Like the second part of this, this post as like a thread on Twitter if you wanted to. All right, so now we're finished with this step and then we can go on to the actual social media steps. And the first one is actually going to be Twitter itself. So we are just going to search for Twitter. And then as we already did, it will just create a tweet and just put in the information. So this is pretty, pretty straightforward. Usually the hardest part is kind of the setup and I'd like to filter out and to understand what information you need in which places to then be able to extract that and then just plugging it into different tools is, is, again pretty straightforward and pretty easy to do. So I'll just choose my usual Twitter account. I'll click on Continue as the message. I will choose the data from this text editor step. So it's important that you choose that because this is the truncated version and we don't want to just pass it in the complete version because that would result in errors for the image or video. Well, here we can actually plug in the information from Facebook as well. So if you go to Show all options, we can search for the image, search for image right here, and then we can choose the full res picture. That's what we want to have here. So we'll choose that and then it will be uploaded to Twitter this way. All right, Should we shorten the URLs? Well, we'll just say no in this case. And then we'll go on to continue this setup. And now we can already like a test this and see if it's actually working. So let's test, and then let's go to Twitter and see if it works. All right, so it says a tweet was sent to Twitter just now. So let's actually go to Twitter and see. So I'm here on my profile. Let's refresh. And yes, so we actually got this tweet right here, which is just how we wanted it to be. So we have this heading, we have this snippet of the post with the ellipsis at the end because it's just too long otherwise. And we also get the image that we just dynamically loaded in from Facebook. Perfect. So that means we can actually go on to the next platform, which is going to be LinkedIn. So choose it from the App Event List and then go to LinkedIn. And here we go to create a share update. I could also create a company update if that's what you want to do for your company page. But I'm going to create an update for my personal page. So I'm going to create the share update. All right, then I'll continue and I'll just sign in with my account. Continue again. Again, press it hard, just the same thing over and over again. And now we can actually set up the action in. Then, so in the case of LinkedIn, the comment is actually just the post content. So in this case again, we're going to choose the message from the first step. Again, we don't need the different parts right here from the JavaScript. So we could also get the post content and the heading that we credit in the second step right here, we could also implement that like individually. But for these platforms, we actually don't need to do that. We only need that for Pinterest, I think. And so in this case, we can just happily use the message from Facebook directly. So put that in here, make it visible to anyone because that's what we want to do. Then the content title, we don't really need that, the content description also not needed. And then these two other URLs, that's where we have to pay attention again, because here we can actually implement the image again. So this is going to be from Facebook, where again, just going to search for images. And then we're going to get the full picture, yeah, directly from Facebook. And lastly, the content URL. This is like the URL that if you'd like, click on the post where it will take you. And in this case, that's where we can implement the URL that we extracted in the previous step. So here actually, no ethmoid was up here where we extracted the URL from the post. So we'll just actually like plug this in right here by simply going to this step four and then getting the message which is the URL of the post. So plug that into this field. I click on Continue, and then again we're ready to test. So let's click on tests and continue and see if it works. And indeed, a share of day was sent to LinkedIn just now. So we can actually go to LinkedIn and check it out there as well. All right, and here LinkedIn as we see, I just refresh the page. And here we see the posts that we just created, the Zapier testing post. We have all the content in here that we need. We've got the image and also that's the nice part here is, now if we click on this image and I will go out of the full-screen mode. If we click on this image, you'll see that we get redirected to a new tab and we actually get to my website because we implemented the URL. Remember, we implemented the URL down here as the content URL. So this is a neat feature of LinkedIn specifically, and it shows that our automation was correct and works just fine. So again, we're ready to move on to the next step. Now, before we can go on to the last two platforms, which are Instagram and Pinterest, we actually need to implement a filter here. And that's because for both Instagram and Pinterest, we need an image for the post to work. And so if we don't have an image in our Facebook post, well then we need to address that and we need to add a filter that stops this out before any errors occur. And this is also the reason why I put this end of the automation because this way we can run through all the steps where we don't have this issue with the image and then only start the filter once. Actually, we have all the other stuff done, and we only have the two platforms that need images left. So let's do that right now. And let me just add a new step to our zap will choose the filter. And then for the filter condition, we actually want to check whether or not the image exists in our Facebook posts. So if we don't get an image from here, well, we can't use it in this automation and so we have to check if that actually is true. So the field we're going to choose is going to be from the first step of our zap. And again, it's going to be, I think it's called full res picture. Yeah, I think so this field right here, and we want to see if that field actually exists. Because if it, if you don't have an image in Facebook that's attached to our post. And we'll then this field that leads to the light that has the image URL. Well, that just doesn't exist because we don't have an image. And so if we know that this is true, so that this exists, then we can go on. But if not, then we have to stop ours app. So the condition condition is going to be only continue if full res picture, and then we'll go down and will actually choose exists. And then we'll click on Continue. And we'll see that in our case, the zack would have continued. And this makes sense because in our image, like in our post, we do have an image. And so this property in Facebook really exists. So that makes it possible for those up to continue. All right, so let's close that down and now we can go on to the next platforms. So we're going to start off with Instagram, and so we'll just add a new Instagram account. Sorry, Instagram step. And you need to have an Instagram for Business account for this to work. So if you don't have that, you can just set that up quickly. It doesn't take that much time. But if you don't have that, then unfortunately you can't post images to Instagram from their peer at this point in time. All right, but I do have an answer for business account and so let's continue to build this automation. So there's only one actual event that we can choose from, which is to post a photo on Instagram. So we'll choose that and then we'll go Continue. Again. I'll just choose my account quickly. Oh, and actually here you see that this account is expired. So this is a great example of what we talked about in the troubleshooting video. That sometimes your accounts due to expire and you need to reconnect them. So let me do that right now. Alright, perfect. So I quickly reconnected the account. And now let me just continue and set up this automation. Now the Instagram account that I want to use is going to be my workspace account. And now we can add in the other information that we need. So the photo, that's going to be the photo from Facebook again. And so that's going to be the full res picture. Right here. The caption is going to be the post content from Facebook. Unfortunately, you can't make the links clickable as you know in Instagram. But there's no better solution than just to implement them in plain text because of where we would like, sometimes, like I need to actually extract the URL out of the post. And then that might look really weird if like the URL was in the middle of a sentence. So we'll just keep it like that and just directly implemented as the caption. You can also have a default user tags. So you could like always targets certain person. Maybe you want to do that. I personally don't, so I don't need that. And also you can set a location. So if you want to set your location for every Instagram post, or like if you always have the same location, maybe that's something that you want to do. Again, it doesn't apply in my case, but you can easily do that if you want to. All right, so now let's take on continuum and I'm ready to test our ZAP again. So clicking on tests and continue and let's see if it works. And indeed, a media was sent to insulin for business just now. So let's go to Instagram and see if it worked. All right, and now I'm on Instagram and you see that I also created these other automation theories both, but this is the post that we're interested in. So let's see, and let's click on that. And you see it was actually posted 28 seconds ago. So that's again German, but that just says train and seconds ago. And you also see that we have this post content just attached right here. So this also works just like we wanted to work. And gamma with that you were actually finished with the insulin part as well. So Let's go on to the last platform which is Pinterest. Now we're adding a, another step, obviously because we want to add a new platform. So we're going to choose Pinterest, do the same setup stuff as we do all the time. You know the drill, it's yeah, it's the same thing over and over again. Going to choose my Pinterest account. And then we're going to set up the action. And in this case, I actually don't use Pinterest very much, so I have not that much knowledge about it, but I've just set up this general board, which I'm going to post. This post too as well. The image in this case, as we do all the time, is going to come from Facebook. It's going to be a full res picture right here. And now in this case, this is where we have the separation of the title and the description. Next, we can pass in the link that we got from our Facebook post. So let's do that quickly. So that's going to be step four, which is where we passed extracted the URL. So let's choose that. And then this is where we have this separation between the title and description. The title being the part that we extracted and the description like being the content of our posts. And that is actually why we implemented that in the first place. Because Pinterest actually needs us to separate these two things. And it would be really were to just put all the content into the Title I, which also I think doesn't work because then the title would just get too long. So yeah, we can just use what we earlier to make this work in a nice way. For the title, we're just going to choose the step two. So this is where we actually extracted the URL as you see down here. And then for the description, yeah, we'll just choose the output from step 3, which is going to be this permanent output right here, which is the content. And now again, we're ready to test. So let's continue. And let's test our actions to see if it's actually working. Alright, so that's working exactly how it's supposed to. A pin will send to Pinterest about 10 seconds ago now. But now let's actually go to Pinterest and actually check it out. So let me just quickly go out of here and do it like this. And now you see this general board. This is where we added this post. So actually have to pause, try those out before that. Check out this one. And I think that's the correct one. Yeah. So it's it just has the text in here and it also links to my website. And you also see the link up here. And you see that we actually separated the content from the title, from the content. And we also have the separate URL up here, right? That's literally for this video. I really hope that it was helpful to you and I hope that was able to show you some of the automation possibilities that there are four social media. Obviously, you can also implement our automations that connect to your social media management tool. So if you have something like this, I think buffer and later do have integrations with up here. So you can like status to the next level even because they always the allow you to have a bit more granular control over what you post on the different platforms. If you don't want to pay for an additional tool like buffer or later than this might be just the right approach for you. And it saves you lots and lots of time, depending obviously on how often you post, but it can really save you hours of work. All right, so that's it for this video and I'll see you next week. Take care. 22. Integrate Zapier with WordPress: In this video, I'm going to walk you through all the options that you have it by integrating exactly here with your WordPress website and how you can use it to, for example, post your YouTube videos on your website to create posts on social media when you post on WordPress and much more so, let's get started right away. As a fan of WordPress, I love the ability to integrate my WordPress website with my Zapier account in order to allow powerful automations. Like my YouTube workflow, where I post my YouTube videos on my website as well. And also the other way around. For example, if you post on WordPress, and then you can also have an animation that then automatically posts to your social media platforms. And all these automations are possible using the integration between these two tools, using the Zapier plugin for WordPress. So let me show you how this works in this video. All right, so the first thing that you need to do is to install the plug-in on your WordPress website because this is what makes this integration impossible in the first place. And you can do this by going to your plugins and then taking on Add New. So if you're using WordPress, then you probably know this already. And then we're just going to search for Zapier here. And this is the option that we want to choose. So Zapier for WordPress, and now we can just click Install Now and then we're ready to activate the plugin. And this is important because otherwise it will work. So make sure you actually activate the plugin as well. Perfect, So now the plugin is activated, and now the next step is to actually create a new user for this API automation on a website. And we want to do this because we want to separate the main admin accounts on Amazon account that we have from this Zapier activity. So I would just, you know, for security reasons, separate these two things. So I'm just going to quickly add a new account to my website. If you don't know how to do this, you can just go to your users and then click on Add New, and then you can create a new profile. So let me just quickly do that and then I'll see you in the next step. All right, so now that that's done, we can go back to as up here and it's right here. Yeah, and now we can create our zap to actually test out this automation and also just to really connect the accounts because we haven't fully connected our website yet. So we'll just create this new account right here on this new News app. And then we'll just start us off with WordPress. So right here. And for the trigger event, we'll just choose New Post. And then we'll click on Continue. And now we can choose our WordPress account. Now in this case, we want to actually connect a new account. So this is what we'll click on. And now we have to enter in some information right here. So first of all, we need the base URL of the website. So this is like just the URL of your website. In my case, this is just learned with Yahoo.com. And keep in mind what the text says right here. So don't include the slash WP admin or slash WP Login dot PHP. But what you do want to include is the HTTPS or HTTP. So that's, I have to add as well. It's going to be HTTPS. And then like this. So yeah, this is the base URL and now enter in the information for the username and the password so that we can actually let Zapier login to our WordPress website. So my username list zap here, and then the passport I think is just what I paste it in here. So let's just continue. And now we see that this actually works. So I have various accounts connected here, but this is the correct one in my case. So what Zapier and this is the one connected to the website that we were just on. All right, so now we can continue and then we can actually start creating our first zaps using this automation perfect. So now we can actually continue and we can start setting up our first automation using Wordpress and Zapier 0. And something that you need to keep in mind is that this might or might not work well based on the web hosting provider that you have. Because we're actually needs, or like Zapier actually need the so-called XML RPC feature in Word Press, which some of the web hosting providers have turned off. So if it doesn't work, then you might want to check if that feature is actually maybe deactivated in your WordPress account. Check with your hosting provider if they can activate it for you so that it actually works. And another thing that is a bit unfortunate is that the Zapier integration doesn't, you know, it doesn't work with custom post types. So if you use custom post types on your website, then you can implement that using here. So that's a bit unfortunate again, but yeah, we can still do some quite nice automations using these two tools together. All right, so now let's do this quick animation here, and we'll actually just call it name it first because this is going to be host block. A new blog post to social media, because we're going to do is we'll trigger for a new post and then we'll actually just like a promoted post on various different social media platforms, just as we have done in previous videos as well. So the post status is going to be published and the post type is going to be post. So that's correct. And then let's just check if Zapier It's actually able to find a test trigger. And indeed we got some posts from zap your back. Now I just have to make sure that the posts that we're getting back is actually one that we want to have. Because let me just quickly go through the website. I think some of them because this is a demo site. Yeah, the first one doesn't have an image, so we'll just choose like the second one which is called the Perfect landing page. All right. So I think that should be post be. Yeah. So that's the perfect landing page. All right, so that's the posts that we're going to use for as test data for this app. So let's continue. And then we'll just make this really simple. We'll just post this to discord and to Twitter so that we can promote this post in our discord channel and also on Twitter. Yeah, just say that we released a new block article, right? So let's start off with this chord. We'll just good actually. Yeah, just get it from here. And we'll just as always send a new channel message. I'm going to do this bit quicker because we've done this so many times by now, you probably know how this works. We're going to pick a channel. So this is going to be the general channel. The message text is going to be, I just released all like just released a new article on learned with Yash.com. And then we're going to put a colon and an AST. We're actually going to get the post title from the website. So the post title is he had the title rendered. So the perfect landing page. And then we'll just say second line, check it out right here. And then we're going to post the link to the page like this. And then that's it already. We could name the box again, but we're not gonna do that. That's just like some special feature if you want to do that. But let's just test if this actually works at to see if it actually looks good on Discord as well. So testing continue and see if it works. And see, it was sent to this course successfully. So let's see, And yeah, here it is. So we got this post right here. Just released a new article online retailers.com, the perfect landing page. Check it out right here. And now since we don't have like the Open Graph data in here, we don't see the image. But if you have that on your website and you should also be able to see the image that we added to the post in here. But yeah, that's unfortunate that we can't see those right here. But still, this is how you could now have a post be triggered, choose discord when you post a new article on your website. And obviously, the same works for Twitter as well. So, oops, go back to setup and we'll just quickly do this for Twitter as well. I mean, you know how this works. So again, I'm not going to go through all the details here. We'll just create a tweet and then post this to Twitter as well. So let's do that. Let's add in the message. Let's again say something like just released a new blog post about. And then add in the title, title runner like this. And then again, fail, Check it out right here and add in the link. Perfect. All right, so in this case maybe we can hear the image as well. I think we can get that from the featured media. And I think that should allow us to see the image here as well. We'll just click on no foldy shortened links. And then we're good to go and we're going to test if it works. Alright, So actually we don't, we will not able to use this shortcut as the image in here. So maybe we'll just remove it from here. And if you have, again, if you've opened graph data implemented on the website, if you don't know what is the word, then you should be able to see the images here as well. So let's click on Continue, and let's test this action again. And now it works. So let's see where is water right here. So let's refresh. And yeah, so now we have this post right here with all the information that we need. Alright, so that's it for the introduction to WordPress. I'm actually going to split up this video into two parts. So the second part is going to be about yet like implementing the YouTube workflow that I use for my personal website where I get the YouTube video, then do some formatting and then upload the video with the image and so on. All to my website automatically. And that's, as I said, going to be in the next part. But for now, take, take a short break and maybe yet implemented what we've done here if you haven't done so, and then you can go on to the next part. Alright, see you there and take care. Have a great day. 23. WordPress blog post automation: Welcome back to the course and welcome back to the part of the course where we talk about the workers integration with Zapier. In this video, we're going to be creating a really complex and big automation that I personally use to upload my YouTube videos as a post on WordPress to categorize them, to make the links clickable in the descriptions and much more. So, if that sounds interesting to you, stay tuned and we'll jump into the video right now. First of all, as always, we need to create a news app. And in this case, the trigger is going to be a new YouTube video on my YouTube channel. So I'm just going to search for YouTube here, like this. And then we're going to choose the trigger event. This is again going to be the new video and channel trigger. So triggers when a new video is published to a specific YouTube channel. And that's exactly what we want to have here. Now we can continue and choose the account like always, and continue again. Now here we need to specify the channel ID of the channel that we want to look for for this video. So we need to tell Zach here which channel it should look in to find new videos to trigger this app. This is also, also shows us how it should look like. So it should look something like this. So this part right here is the ID. And you can actually get that from your YouTube account pretty easily. So if you have a channel on YouTube, just search for on Google, like how you can find it, and then you can just paste that in here. So I've got mine already and I can just paste it in here like this. And then we can actually continue to test the trig and to see if this was actually successful. So let's test and see, and as you see it worked. So we got a couple of videos and we'll just go to choose the first one because, why not? And yes, so now we can continue to build out our app. Now one of the things that I really love about this app is that we're actually going to be using a link shortener called rebrand lead to kind of brand the link to our YouTube video. So that we can actually, first of all, see statistics about our link. And we can also later have this link B. First of all, look nicer. And also we can easily change that link if we ever need to. And that is what we are going to be implementing in the first couple of steps of this app because this needs a bit of formatting in order to actually work. And you actually know what we're trying to do here. Let me show you how this works if we do it manually and then let me show you how we can do this in an automatic way as well. So I'm here on my YouTube, my YouTube Studio dashboard. And here we have the video that we just did, we just used for the automation as like the test trigger. And this is the video link of that image. So if I copy this link and I'll just go out of the full-screen mode for this. And if I paste it in here, then we're going to get that exact video. We don't want to play it right now, but this is the link to the actual video. But as you see if I can paste it back in here, the link looks a bit ugly like this because it just edges like this random generated sequence of numbers. And also we can't track how many people actually clicked on that link. And we're going to be using this app called rebranding, which I love in order to format all linked, so to rebrand them and to make them trackable. So we're just going to create a new link right here. And here we can actually paste in the destination. So this is where we're going to paste in the actual URL of the video that we just got from YouTube. And now what we can do is we can kind of map that URL to a different URL that we choose. So we can have this domain spreaded domain which I added into rebrand Li, which just go dot workspace.com. And then whatever comes after the.com slash after that, we can just choose that however we want to. So we could say something like, what was the video I was introduction, introducing elemental 11. So let's just say elements 1001 intro. And then you see this is now the new link that we can use, and it will link to the exact link that we added in here. So if I create this link, and now you see it, the link is rebranded, and if I now copy this link, paste it into Google. You'll see that it actually just redirects to the exam, same exact video that we just got the link to. And now the nice thing is that we actually have a built-in tracking in here. So if I go to this link, well, it has to update, but now you see the first click has been received. Right now, so this is the data I'm filming this. And now actually whenever somebody clicks on this link, we're able to track that. And also what's great is that we can now, in hindsight, actually change the underlying URL. So the URL that this be redirected to and this will automatically change all the occurrences where this link was implemented. So this is just to show you the quick way the advantages of using this kind of link shortener and link branding tool. Now this is a process that takes a lot of time, like pasting all these things in individually, choosing your own tag, like flash tag. All of this takes time and this is why we are going to be doing this programmatically and an automatic way using Zapier. Yeah, so now that you know what we're actually trying to do, Let's go back to Zapier and let's implement this in Zapier. How actually going to be doing this is we will take the YouTube title from, yeah, from YouTube. And then we will transform that to be r slash tag because obviously the title of the YouTube video describes what we're talking about in the video pretty well. And so this is like the perfect and yet perfect thing to use as the flash tag. So now we just have to transform this YouTube title because we just have these random words and characters and we don't conscious due south like absolutely flash type because it just doesn't work. So we couldn't just take the YouTube title. Where is it? In the test trigger like this? Yeah. So we couldn't just take this title and you know, and like go to go dot workspace.com and then like slash the title because that just doesn't work. So that will give us this arrow because, yeah, it's just not a valid link. And so we need to kind of edit this link in order for it to actually work. And how we can do this is by applying several different rules to it. So the first thing that will actually do is we'll just put the entire link into lowercase. So that can be done using the formula step and then the text option. And here we'll just choose lowercase, perfect. So now we'll just input the title from YouTube, and then we'll click on Continue. And now let's test and continue. And we see this is the output that we're getting, so we're just getting back the, the title, but in all lowercase. And this is the first step of this process done. We also need to remove the spaces in between these words and replace them with like dashes. So that's something that we'll do in the next steps as well. But there's one more step that will actually do before we do that. And this is going to be to remove all special characters from the title. Because in some cases you might have special characters which can also cause problems in the generated link. So what we'll do is we'll just add in a new code by his app, your block, and will again run some JavaScript. Again, I'll give you the code that we need in here as a download. Like it will be in the code if this Zach will be available as a shirt that I don't know if that's possible though. So you will definitely find the these up as either as a text or like in a document in the notes. All right, So now let me just paste in the code that we're going to use. And again, we have to specify the input data. So in this case here, make sure the semicolon, this text. There's no reason why I did that, but I just did. And so I have to call this text as well. And now the input data that we want to get is from this previous step. So it's the title right here. And so now this expression will replace all kinds of special characters with just an empty space. So it will just remove all special characters from the text. Let's continue and let's see if this works. Like we want to. Perfect. And now you see that it actually removed the numbers from the slash tag as well. And this is also what we wanted to do. So we only want to have just normal letters in here. So that's perfectly fine. That's exactly how we want it to be. And now we can move on to the next step. This time we'll implement the different dashes between the words. So again, go to code by Zapier and then run a small piece of JavaScript code. And I really recommend that you try to do this, even though you maybe don't want to be a programmer, which you absolutely don't need to. But using these, being able to use this little code snippets, which you just have to copy paste them. There can really extend the functionality that you can access in Zapier massively because just like the tiny pieces of code that just two lines long can help you do things quicker than you can do. Sometimes it's up here and also it can even help you do things. Otherwise wouldn't even be possible in Zapier. All right, So now again, we'll just paste in the code right here. And again, I call this text. So again, going to Paul these texts as well. And then we're just going to be putting in the input. We're just going to use the information from the last step. So again, go to All Options and then down here, click on the formatted output option. Now we can continue and test again. And now we're expecting to have the little like little dashes between the different words. So let's see if that worked. And as expected, the output is this right here. So now it looks much more like a slash type we can use for our website or like that we use for the URL. So that's perfectly fine and that's exactly how we wanted to be, not as actually one more step that we need to add in order to prepare the slash tag for the link creation in rebrand Lee. And if you watch the troubleshooting video earlier in this course, then you actually know what that is because we need to actually truncate the slash tag to be 40 characters. And most sort of we don't get any errors because rebrand the limits, the slash tag to 40 characters. So we'll just add in a really quick step on like an easy step that just truncates the texts. And then we should be good to go. So just click choose texts and click on Continue. And as always, we're just going to choose the truncate option here. And then we can input the content from the last step. Now, for all of these, make sure that you always input the data from the last step because, you know, they, they are built on top of each other. And each step like changes the data in a certain way. So you need to always choose the latest version so that the end result is actually the one that you want to have. Alright, so now, yeah, let's choose this one. Go to Show Options, formatted output, and let's put it in here. And let's actually say something like 38. Because again, sometimes if you choose the exact limit, it might still cause some problems because maybe like as like an arrow on Zachary as part of so so I usually like to choose it like a maximum, but it's a bit lower than the actual maximum that you can have. All right, so now we don't want to skip any characters and we also don't want to append an ellipsis. So here we'll just say false and then we can continue. So we'll test and see if it works. And yeah, it worked. In this case, it doesn't change anything because this slash tag is less than 40 characters. So we don't need to do anything about that. But if it was more than 40 characters, well then it would have been truncated at the end. All right, so now we're actually ready to start by two to create the actual link. So the next step is going to be the rebrand Lee step. And here we just now need to plugging the information that we got from, from Zapier here. And then we're good to go. So what we want to do is we want to create a branded link and go to continue. I'm going to choose my account. Continue again. And now we can plug in the information from the steps above. So the destination URL, that is going to be the URL of this YouTube videos. So this one right here. And then the workspace, this is just for internal purposes in recurrently, though that's not that important. The domain that one is important because we want to use the golden yellows workspace.com domain, which is my Brian domain. And now the slash tag, that's also important because this is going to be the output that we get from this last step. So introducing the elemental course as like the, as the slash tag. All right, so now the title is going to be, well, we actually don't even need that, so we could also like just leave that out. And we also don't need any tags, any nodes. And you know, that's like lots and lots of other stuff you can do like UTM campaigns, but we don't really need that. So I think we can just go on to the next step, all like to testing the step and seeing if it works. So let's click Test and continue and see if this actually worked. All right, so now yeah, we got we got an arrow because in my rebrand, the account, I actually already have this exact this exact like tag because I honestly actually use this app. So if we go to my reader, friendly counting Sydney, you see that I have this same exact link tag already in here because that's the one I used or like I generated with my actual automation because this is an automation that I actually use all the time. This time rebranding wasn't able to actually do this electrode, a new one because it already is there. But this is actually how it would have looked like and it should actually be the exact same. Yeah, so it also has the exact same URL. And now this is like the redirect URL, and we can now use this inside of our app as well. So you can actually. Like use this in the coming steps of our zap in order to actually, like, for example, in a Twitter post, use this trackable URL to see if, if somebody actually clicks on a Twitter post. So in this case, we're just going to be skipping this test right here because yeah, we, we, we can't use it in this way because obviously the link is already in there. So this is not going to work, but it will still work for new videos that are actually posted. So yeah, that should work without any tests. All right, so now let's close that out and let's actually start to implement next steps of our app. Because now we've got the first part done, which is to create this, this link in rebrand Lee. But now we can actually use that link. First of all. And also we want to now upload the post to WordPress, which will also do in the coming steps. Now whatever it is that actually runs, I also want to promote my post manually. So I wanted to have a task set up in my to-do list, a task manager that reminds me to actually promote this new YouTube video. So let's set that up as well. Create a little to-do list. Step in here, and then let's just create a task. My, my actual account. So this one, and for the project, I'll just choose my workspace project. The title is promote new video. And then I'll just add in the title of the video like this, the note. Maybe we could just put in the URL into the notes. And then we'll just make this due today and give it like an elevated priority. All right. That should work. And yeah, now we can just click Test and continue. I'm not going to go into, to do is to test this because yachts, this worked and it usually just works quite fine. So I don't need to see introduced if it worked. But you can obviously check that in your to-do list manager and task management tool. All right, so that's it for this step. Now, for the next one, which is Q, just quickly promote this on Twitter as well. And this is where we can now implement the link from this step number 6, so we can create a new tweet. And then again, do all the basic work at the Twitter account. This really gets repetitive over time, but it's needed unfortunately, so we can't get over that. But yeah, so now in here we can actually the information from YouTube. So I want, I'm just going to do is say something like check out my new YouTube YouTube video. And then maybe just added the link to the video. I don't know if this will automatically populate the post with the image as well. So let's just check, and then otherwise, we'll just add it in the thumbnail as the origin here. So let's just create this and send this to Twitter to see if it actually worked. Now I have to check where I opened Twitter. Oh, I didn't. So let me just quickly go to Twitter and then we're going to see if it actually worked. All right, yeah, so now we have this checkout, my new YouTube video tweet right here. And we also get this information from YouTube and also has the thumbnail and so on. So yeah, this looks nice and over axial we forgot to do is to use the link from rebrand Lee. So I think what I'm just going to do in order to make this work is I'm just going to be adding like a, I'll just add like a dash one to this flash tag in order for this to actually be created because we want to use this later and otherwise, it will just not work for the next step. So let's actually test this now. Obviously you wouldn't want to add this into your flash tag if you don't want to have it in there. I'm just going to do this for now so that I don't have a duplicate and reverently. And now we can even like go back to rebrand the quickly to see if this actually worked. And yeah, now, now we actually see this link in here. So this is the link that was just generated. And now we can use this and the other steps. And for Twitter, that's actually what we want to use. So instead of using the normal YouTube link, now we can actually use the link that was generated in rebrand Lee. So it's going to be, yeah, so the short URL, that one right here. That's what we want to use. And now we can directly plug that into Twitter so that we can actually track how many people click on the tweet. All right, so now maybe we need to add in the image, but I'll test first and see if, yeah, if it worked. So like reaches the action. And then let's check this out. And indeed it's still works. So yeah, we don't need to do this. Perfect. So now we actually. Ultimately are promoting this content on YouTube or Twitter audience. And we can also track how many people on Twitter actually click on the link and actually watched the video. So that's nice and that's step done. All right, so now we're ready to start the uploading process to our WordPress website because that's like the main objective here and this YouTube workflow to upload and categorize content on our website. Now before we can actually upload the entire post, we first need to upload the thumbnail image from YouTube to our WordPress website. So this is going to be the first step, which is going to be a WordPress step. And here we are, again just uploading the media. So this is also the action event that we want to have because that way we can actually use this image for the next steps when we actually go on to uphold the actual like block could post content. So, yeah, let's upload a media right here. And let's choose my WordPress account. I think it's this one. Yeah. And then we'll just go to continue. For the file, will choose the actual image file from the first step. So this is going to be, I think I'll just search for image. Thumbnail, yeah, Max rest URL. So this is like the high-quality YouTube thumbnail URL. So that's, that's what we're going to be uploading. Now. We don't want to change anything of the like the filename and also like all the other stuff we can, if we want to add in all texts that like it's dynamically generated, but we also don't need to do that because I don't think it's quite accurate and then I would rather not do it. So now I think this should be fine. And then, yeah, we can just use that like in the next steps to actually make this work. So let's test and continue and see if we are actually uploading. All right, so a media was sent to WordPress about 11 seconds ago. So about 20 seconds ago now. So it seems to have been working and now let me go to my WordPress website. And yeah, here we actually see now it's Apollo twice again because I'm actually using this automation all the time. But here now we have this image here which is not the Maxwell's default. So that's the name from YouTube, which you can now use in our posts as like the featured image of the post. So let's close that out and let's go back to the, the automation ends up here. The next step is actually going to be like the final step in that sense. Because this is where we are going to implement some paths. And I'm actually going to be implementing all these paths. I just want to show you how this actually set up so that you can implement that yourself because that's just so much repetitive work and it doesn't really help you in any way. So actually what we're trying to do here is to automatically upload, be posted to a different category based on the like content of the video, like the category of the video, and how we're determining the category of the video is through the video title. So as we see in this, in this example, if you go to the test trigger up here, we see introducing the elemental 101 course as the title. And so now the topic obviously is elemental in this case. Yeah. And this is true for pretty much all of my videos because usually I I always have like the main topic in the title of the video. And so we can use that in order to actually differentiate between different paths in our lacO pressed on here. And depending on the path, we can assign different categories to the posts that were uploading. So for example, we could have half a here and let's make that the elemental path. So let's say we call this category elemental. And then in this case, we have to set up the rule for this category. So what we're going to do is we're going to say if the title, and then if the text contains elemental like this, and they can continue to see if it would have worked. And now you see that in this case, this path would have continued. So in this case, as we know, because we signed that the like we saw the title of the video. This is a video about elemental. So it should go down the path that says category elemental, because they're now in this path, we can add in like we can upload the post in here using the elemental category. And so we can create all these different paths with all these different categories that allow us to divert, differentiate between different types of or like different pieces of content. And that allows us to then assign the categories automatically without having to, you know, to do that manually later inside of WordPress. So let me just show you how this works for this one kind of path. And then you can do the other paths yourself. Because I think then you know how this will work for the other paths as well. So what we're gonna do here is then we'll just add in a step for WordPress again. And this time we're going to be creating a post. And yet now let's continue. Use the same. It's this one, I think. Yeah, right here. So we'll use that. And now we're just going to be creating a normal post. So just choose the post, post type and now we're ready to fill out the information. The first thing is the title, and now this is just going to be the title that we also added in on YouTube. So just put that in here. Then the content that's going to be the like the description from YouTube. So we're going to add that in here. And also we want to have is we want to embed the YouTube video inside of this post as well. So what we're actually going to be doing as before, we add in this description, we'll just add in the YouTube URL, because this will actually be automatically detected by WordPress. And then they will have this little embed on the page which I'll show you in a minute. So let's do that. And then actually that RNA space right here. And what I found is that I need to add in like a little dash to actually have this be a bit spaced out, which is what I do want to do. So I guess that's why I want to add this little space here as well. All right, so now the author, I don't think we need this and I don't even know if you can do this. Yeah, so we'll just leave that out. The featured image that's important because that's the image that we uploaded previously. So we want to add this in here. So we'll go to Custom and we'll go back to the step where we upload this image and we'll just choose the ID here. And this will tell WordPress to get the image with the id. Yeah, that was like previously uploaded. So it will dynamically upload whatever image we previously uploaded in the previous step. Alright, so we don't need to worry about the common status, pink status format and so on. What we do need to worry about are the categories. And this is where we want to add in the category of elemental, because this obviously is a video of the category of elemental. Now I also have a category for YouTube, so we'll add this as well. And now the last thing that we want to do is we want to add in the status of published so that the post is actually published directly. And now every time a new YouTube video is uploaded to my YouTube channel, and the title contains the word elemental. Then we'll upload this post into the elemental and YouTube categories on our website. And yeah, it will do all this automatically for us. So that's exactly what we want to do. So let's continue and see if it works. So just check this out right here. And indeed, the post was sent to workers successfully. So let's actually go to the site, go to posts. And now we see here, this is actually the post that we just published. So let's click on it. And here we have the post. So now this is just like implemented into my WordPress website exactly how I wanted to be. So it has, as we saw, we have the title up here. We have the YouTube video embedded in here, which was just the link that was detected by WordPress. And then we have the content. Now the last thing that we want to do is we want to make these links are clickable in here because by default, it will just get them from the YouTube description. They aren't clickable. And to do this, we just have to implement a small additional code step in our zap that allows us to do this. So let's actually go back and I have got this snippet right here, so I'll just paste it from here because I've implemented this previously. So just paste this and then we're going to call it a description. So let's go back, go out of the like the paths and then implement this before we actually go into the path. So here we're just going to go to Code was up here. We're going to choose JavaScript. And then we'll just put this in here. And this will, again, we'll just highlight the actual link so you don't need to know what this actually does, but it will just take the YouTube description. So we'll be putting in here from the suture video description like this. It will just take that and make the links clickable in WordPress. So let's test this out and see if it works. All right, so actually worked. So the last thing that we need to do is to import it into the elementary step in here. So into this post that it actually is being implemented when we post this post. So instead of the description like this, we're just going to be using whatever we get from this output right here. And this is just gonna be the description with clickable links. So let's check this again and see if it works. So we'll just retest and continue. All right, it seemed to work. So let's go back to our website. Let's actually go back to posts. And we see we have a new posts right here, right, perfect. And now let's click on it. And now we see that these links are now actually clickable. So if I go out of full-screen mode, and if I click on this link, and it will actually take me to WordPress.org. Perfect, so that's it for this big automation using WordPress and Zapier together. I hope this video was helpful and that you actually were able to implement this in your own website as well. I hope you're excited for the next videos as well because we'll tell us some more additional, really nice and really interesting topics. 24. Lead segmentation workflow: Another area was actually really shines is in automating tasks in the sales process. And that's why in this video we are going to be taking a look at a zap where we are going to be taking in a meeting bookings from Calendly, a tool which allows you to book meetings, will let other people book meetings with you. Then we're going to be performing some automations based on that. And we're going to be kind of segmenting these different leads into different categories. And the base on that will perform different actions. So let's get started right away. So the first thing you need to understand is how we're actually getting the data and what we need here to make this app successful. And I am here in my Calendly account and I've created this new event time. Now again, if you don't know what candy is, it's pretty much a tool that gives you like the option to send out a link to people. And then they can book a meeting in your calendar. And you don't have to like, have these back and forth for the actual time of a meeting. And county will automatically check if you are available for the different time slots. And it will only show the times to this person that is booking the call that you are actually available at. So in this case we have this sales call, yeah, Demo event type. And if we look at this and look at what event this is, yeah, we see this is the name and this is actually really important because we need to use that later in the automation as well. But also what I wanted to show you is if we go to invite tik questions, this is also really important because we need this for the automation as well. So by default counted, we will collect the name and the email of the attendee. And that's also exactly what we need for our automation. Now let me actually go to the live page of this, of this event type in Calendly, let me actually book a meeting here. So we have like a demo. And in this case, I think I'm just going to be booking one forty eight twenty second of April. And let's say we want to do like four PM. Let's confirm. And now I'm just going to be adding in my information. So I'm just going to say yellow Sherman. I'm going to be saying like entering in my email address. And then I'll just write a quick notes that we know like, like we have some more information. So let's say this is what I need you to know before the meeting. Perfect. Okay. And now we can actually just scheduled this event and then I will actually get this booking into my calendar. And yeah, now I see it's confirmed. So now we have scheduled this new meeting and we can now use this as the trigger for our automation ends up, yeah, so now instead of Zapier, I've created a news app and I've also chosen the aldi step as like the trigger. And for the trigger event, we actually want this to trigger whenever a new invite he is created. And this is where we have to be careful because this will then trigger up for every time somebody books a, like a meeting through countless. But it will also trigger for other kind of event types in calorie. And that's why we will have to create a filter to filter out only the events that have this exact same event name that we gave to our event in Calendly. So let's continue and let's see if it's actually working. So we'll just put in my account here, and then we'll just quickly test this trigger. And here we have one of them. Yeah, that's the sales call demo. And I think it's also yeah. Right. The answer I would just put in. So this is working and we found that the answer which is that we just gave. So let's continue and now we can go on to actually build out this automation. As I said, the next step is going to be to filter out all of the events that are not the sails called demo. So what we're going to be doing is we'll just go in here and choose this filter to be on the Events tab name, this one. And we want this to be, to be a text exactly matches and then a sales call them or like this. So sales call demo. And then if the text doesn't exactly match, then it will just stop right there and the automation will not be executed. Perfect, So let's continue and see if this would have worked. So we're expecting it to work. So we should see this message. You're the absolute of continued. Yeah, you would have continued. Sorry. But we are seeing this message and that means that it is working exactly like we want it to. Next, we will have two additional steps that we are just doing it to like reformat the date of the event. Because what we want to do in one of the branches of the automation later is to create a team event before this actual sales call meeting that you have like an internal call to discuss the client and so on. And for this, we need to manipulate some of the dates because we want to have this meeting exactly one day before the actual call is happening. And we can do that using the format of step and using the date manipulation features. So let's quickly do that. We're just going to be creating a new step. Then we'll choose the formatter. And then in here for the action event, we're just going to be using date and time. And in this first step, what we're actually going to be doing is we'll just be adding and subtracting time. So in this case, actually subtracting. Because we want to get whatever one day before the actual event is. So in this case, if we go to the input and go to invite t over here, and then go down to the actual date right here. We see that it is at 4 PM on Thursday, April 2020. Sorry, April 23rd, 2021. That's what I wanted to say. And that means we want to get the time one day before that, which would be 4 PM on April 21st. So let's actually use that. But I'm going to be choosing this event start time up here because I've actually found that working with the non prettified version of the date usually works better if you're trying to format it. So yeah, that's why I'm using this one up here. And now for this expression, again, remember, you can put in anything here like minus today's minus1 day plus eight hours or something. We just want to put in minus1 day because that should give us back the date that is one day before whatever time this event is starting. So let's say 40 to format. Let's say something like this. And then continue and look. Let's have a look if it actually works. Alright, so we're testing right now and it seems to work. Yeah, perfect. So we actually did get April 21 or April 21st, which is exactly what we wanted to have next. We also want one additional date formatting step where we get the date, which is one hour after the date. We just thought. It might sound a bit confusing, but in essence, what we're trying to do again, as I said, we want to plan a meeting one day before this actual sales call. And we want this being to be one hour long. And because we want to plan this meeting in Google Calendar, we need to specify the start and end date and to do that in a relative way, depending on what the actual dataflow sales call is, we would need to or we will need to do it like this, where we kind of manually get the times based on the time of the actual event. And yeah, we can then use that later in this Google countless step. So let's quickly do that. Again. It's going to be pretty much the same. So we're just going to use the formula again. And then in here, we're obviously going to be using the date and time feature. If we click continue and go to Transform, add and subtract time. And then in here, we're just going to be inputting the data from the last step. Now keep in mind again that we want to use the data from the step before that. So the last step, step three, because that's the data that we already manipulated. And so let's actually add the expression which will be plus one. And let's specify the two format as this one right here. So let's see if this is working. Let's test and continue. And yeah, and now it actually does work so perfect. And then we can go on to the next steps. Now comes the part where we start the actual segregation or separation of the different types of leads that are coming in and signing up for this sales meeting. Because what we're going to be doing is we'll be using the lead scope I did up here again. And if you remember, this is a tool that allows us to input the e-mail address of any person or company on the planet pretty much. And then this integration will search the internet for this address and we'll, we'll kind of get like the company name and we'll get how much revenue they're making. If they have high website traffic and all these kind of indicators that we can then use to kind of add segregate different types of leads and to like perform different actions based on that. So let's again quickly add that if remember, it's not really that complicated. All you have to do is you just have to put in the email address of whatever person that you're trying to look up. And in this case, if we are to this field right here, we can just put in the email address field from Formless, like county field, which is just my email address in this case. And then this will be like looked up and we'll get some data back for this. So let's continue and let's actually see again if this is also working. And indeed we see that we are actually getting some data back. But the thing that you might notice here, if you look at some of this data is that there's actually not that much that is actually being shown are being given back. And that's because obviously my company is really small. It's just me. I don't have any employees or I'm not even like my domain has been registered for things like half a year or a year or so. Therefore, we don't get much data back here. And this is kind of an issue because we want to separate based on this data. And you actually will. We do want to separate on is the amount of employees, but in this case, we don't even see that right here. Or like in this case, we have the number of employees done here. It's set to null, which means it didn't find anything for this. And that's why we actually need to start separating different kind of paths at this point in time. Because we need to make sure that we actually handle all the potential things that could come up here. And we have to make sure that we are actually doing something in each of the different possible cases so that we don't get any arrows and that this app is actually working correctly. So what we'll be doing is as the next step, we're actually going to be adding in a path. And in this case, one of the two paths is going to be the case that this company information, like the company size information does exist. And the other one is going to be that this just doesn't exist. And then based on whatever case actually happens, will have different action steps after that, that will be performed. So let's actually start out with this first path, which is actually going to be the path where the company information, the company size doesn't exist. So let's actually enter the new year so we know what this actually does. I'll just say company's size doesn't exist. And now we have to also reflect that in the rules like the filter rules for this path. So in this case, we're going to go to find personal and company information, Show All Options, and then go to this company properties, number of employees. And we want this to be nonexistent in this case. So this is true whenever this property doesn't exist. So in this case, we'll choose does not exist. And if that's the case, well, then we don't have the information and then this is the correct path. And again, doesn't exist. Doesn't mean that like the property doesn't exist. It means that there is no value for it because as you saw earlier, the value for this property was null, which means that it didn't get any actual value back. And so that means that it actually doesn't exist in this type of logic. So we're expecting the path to work in this case if we click on Continue, and yes, that's actually also what we see here. So it says your path would have continued and that's exactly what we're expecting. So everything is time. And we can now actually also add like the last step in this leg of this path because we don't want to do much in this case. So all we actually want to do is we want to make sure that like one of our members of our sales team or ourselves, if we are a freelancer, depends on what you actually want to do here. That one person in your company is responsible for this call and that he or she is preparing for yeah. For the cell it's called. So we'll just add a new task to to-do list, which we're just saying this case is our task manager so that we actually know, yeah, who is in charge for this. So let's quickly do this and it's actually something that you've done before now. So let's just create a task and let's continue. We'll choose my account as always. And for the action will choose like a project. We'll just choose my classic project as the title. We'll say propound sales, call with and then we'll add the date, or sorry, the name from the actual county. So this will get the name of whatever the person is actually coming. And then we'll also say from, and now we're actually going to be getting the company name because the company named protein is usually something that this lead score by Zapier, like step actually finds. And so that could even found it in my case. And that that makes sense. So let's just put it in an ER and then that should be fine. And internal nodes will actually just put in the top signals that we get from this customer. In this case, it's not much, but still it's better than nothing. And so the person can then like get it, get information from here and kind of see what this company does just by looking at it, like at the to-do task. Now, the rest is not that important. One thing that we do need to worry about is the due date though. So we can just pass in the data we kind of generated for this as well, which is the date one day before the actual event. Because that just makes more sense because we kind of want this to be done in advance and not just like in the last hour before the actual sales call. So it's a good idea to like half this time, be something that is a bit more like, bit more in advance so that you have time to prepare for the sales call. All right, now let's elevate the priority a bit. So let's go to elevate it and that should be fine. And then just continue. And then we could to test. Now again, in my case, I'm not going to be like going into to-do list and checking this out because I'm pretty sure that it works. And usually for to-do list, it works all times. So if you want to, you can obviously like check out if it's actually working for you. But I think I'll just close this out and we'll start to work on the other paths. So for path B, it's actually going to be quite similar. It's just going to be pretty much the opposite in the first place. So this is where the company size does exist. And we'll also set this up in the filter. But then actually after that we are going to be like splitting this up again into 22 different paths because while we fill it out before, it was just a potential error. But now we want to have the actual documentation of our audience, of sales calls or like our leads. So that's something would you, after we've finished step. Again in this case, what we want to do is we want to go down to find personal and company information. We want to go to Show All Options. And then we want to go to the company properties, number of employees. Next we want to choose the condition which in this case should be exists. So this is when it actually does exist. And let's see what happens if you click on Continue. We should be seeing that our zap would have not continued because this shouldn't be true in this case. So let's continue. And yes, so this is actually correct and it's working like we wanted to. So now as I said, we are going to be directly creating the next filters here, because now we're going to have the actual split of the audience. And this is going to be like a pretty simple example, but you can obviously have more complex, like splitting off of your leads into different categories. What we are going to be doing is we'll be splitting the leads up into two baskets based on the company size. And we'll be dividing them into the size of companies that are below and 10 people or less than 10 people. And then the companies that have more than ten people. And that's because we are kind of like expecting the companies with more employees to be more lucrative for a business, for a company. And so we want to like invest more resources or sources into them. So these are the electric companies where we want to have a, you know, a bit more of internal thinking before we do the sales call, will have an internal meeting maybe within the sales team or if you're on your own, like if you're just a freelancer, you maybe you want to like have a dedicated time slot before that you think about this client to make this offer as good as you can guess. So that's what we're doing. And for the companies that are below ten employees will actually just do the same thing. Ink for the companies were the property doesn't exist because if you think about it, these are the companies that are not really big. They're normally popular. And that means also that they are probably not as lucrative for you and your prisoners. So that's why we're doing the separation here. And again, in this case, we'll just also be adding a, it's just tasks. So let's actually start doing this. As you know, we can also, we can have paths within paths, and that's what we're going to be doing here. So now that we are inside of this path, we'll have another path and we'll separate between these different sizes. So for path C will say that the company that company size is less than ten hour could write it like this and I'll be actually see it better. Usually I'm a bit confused by the signs. I'm always get them mixed up. So let's just say it like that so that we actually know what's going on here. Okay? And so for the filter condition, this is also what we are going to be setting up. So in this case, we'll go to find personnel, personal, and company information. Then again, we'll go to the number of employees. And in this case, we're going to be using the, sorry, can't use a text search. We're going to be using the less than operator here. So we'll say less than ten. And then we can actually continue. Now in this case, it's not going to be I would not have continued because again, our company in my case, my company does not have less than 10 employees because this property wasn't even found. But that should be fine. And again, we'll be adding the next step, which is to do a step. I'm just going to be speeding through this process because this will be exactly the same as we did in the previous step or like in the previous path. All right, so that seems to have worked and we can now go on to build out the last branch of the automation, which is the branch where we'll actually be doing more than just treading a To-Do Tasks. Because this is what will schedule this internal meeting. And we'll also create a message in Slack that will remind people to join the meeting. Select actually close this out and let's go back into the, well, go back into the company size does exist option and then to have D, which is the one that we didn't create so far. So here we're going to be saying company size is more than 10. And you can probably guess what we're going to put in here. So it's going to be the same thing, just the number of employees. But in this case we're going to switch it around and it's going to be the number is greater than 10. Again, that would have not continued, which is exactly what we want to have. You can always see like create different test cases in Calendly where you test out all the different cases and see if all the different paths are actually working, which is something I would definitely recommend you do if you really want to make sure that your zap is really working for the different test cases, for the different kind of automation or segmentations that you are doing. Yeah, it's really helpful to that, but I'm just not going to do that in this video because it will like make the length of the video exploded because it's already a really long video. All right, so let's go on to the next step, which is where we will be creating this calendar event. Now again, this is not, this is not completely thought out. So actually, you probably don't want to implement this in this exact same way. It's more for demonstration purposes. Because in this case, you know, you will always be credit one day before the actual call. So if the calls like on Monday, then like the sales call or like the meeting, the preparation call will be on Sunday. So again, it's not optimal and wouldn't recommend you use it like this in really in an implementation. I'm just trying to show you how you could use these different features and how you can like make them work together to create something. If you actually do want a better way of implementing this, what I would recommend you do is you just send out a link to your Slack channel and it's got or whatever you use where people can book a group meeting like through calendar as well. You could just send out your candy link for a group call and then people could cook book that meeting there. So that's if you want to really, actually implement this for your business. But now let's create this more like a kind of random example that just more demonstrates the concepts to you. So let's create a detailed event here. And let's choose my coulda account. Let's go to continue. I'll choose my my main calendar in here. And now let's actually fill out the information that we need. So the summary is going to be trapped for the sales call with, or let's say actually internal prep for the sales call with loops. I just want to put in my name from appear again from the county data and then forum. And I will put in the company name like this. And for the description again, we need to discuss the sales strategy, all this important client, some details. And then we're again going to be putting in the top signals from the least-cost step. Perfect location. That's unnecessary. We are going to be adding conferencing. So that will be like an automatically generated link and ultimately generated like Google Meet Conference, which is really helpful if you need that. And then we will put in these days start time and end time. So this is the time that we actually credit in here. The first one is the start time and the last one is the N time. And that's why we actually did this. Because it just makes us, makes us work. Okay, so we don't need the frequency and I think all of the other data is actually useless in our case. Now, what you can do is you can actually directly adding your attendees in here. So if you always have like the same people for these sales calls, then you can obviously do that and just put their e-mail addresses in here. But in our case, we're not going to do that, so we'll just leave that out. Okay, So let's continue and let's actually see if this works and if the calendar event is created. Alright, so it actually seemed to work and let's check out the counter. And indeed here we see this internal prep for the sales call. Now we also have the other calls in here because they were the ones that were generated by to-dos like me to do this task that we created. Because I have an integration between to-do list and Google Calendar. So don't worry, these will not be there if you actually have a normal zap run where we don't test out all the different options. And now we also have this Google Meet link and here where we can actually like directly joined this exact conference for this call. And we've got our information in here. So the last thing that we'll do is we'll create a Slack message that gets central Slack channel. That just tells us that a new client on a new lead has just signed up for this sales call and that we want to plan the sales meeting before that. So that's really do that. Because again, not going to be complicated. It's pretty similar to what we've done with with like this court all the time. So I'm just going to be choosing the same channel message action event because we always want to send a message. Now I'm just going to be using my normal Slack account. Click on continue. For the channel, I'll be picking the sales channel. And then for the message text, that's where it gets interesting. So let's say mu, lead on the newly signed up for a sales meeting. Then we'll put the company name. And then we'll say internal sales. Like internal strategy session. We'll be here. And that is where we're actually going to be putting in the link from this counter step. So let's actually searched this four link. And that's the one right here. So we want this Google Hangouts Meet conference link. And so what actually happens is this thing called put, we put in here. And then people will actually be able to click on that event and directly join this call whenever it's actually happening. And then maybe we'll also say some details. And again, we'll just put in the information that we got here so the customer Fit top signals like this and then include a link to that. I'll always turn it off because it's just annoying, but I think the rest should be fine. So let's continue and let again see if this is actually working. And sure it does. So let's go to Slack and see if that actually did work. Go to the sales channel. And here we actually see, yeah, we see newly signed up for sales meeting. We say, see the name of the company, will see the link to the Google Meet right here. And we'll also see the date details that we got from the Leads go step in Zapier, perfect for that. Actually it for this kind of sales workflow and lead management kind of Zab. Well, we are segmenting our new leads or new incoming leads into different buckets and then are performing different actions based on that. Now, again, obviously you can really go into much more detail here. I wanted to show you some of the basic things that you can do. You can build much more complex automations after you actually are like segmented these different audiences. So you could do much more than just like credit to-do list a task. You can send out automated emails to these clients depending on what kind of size they have. You could like invite them to personally come over to your office to have like a like a chat. In other cases, you could say they can make a phone call you if you want to. You can, you know, you can send them like free content or whatever. You can really do anything with this. It really depends on what you want to do for your company. But again, I just want to show you what actually possible and how you can like basically set up something like this and works like this. That actually works without making it too complex. Because I think this video has been long enough already. Said I want you to take up any more of your time for this video. I hope you enjoyed it and I'll see you next one. Take care. 25. Client onboarding process: Client onboarding is maybe one of the most common processes for small businesses, for software companies and especially for agencies and really client-based companies and businesses. And it's also pretty much the holy grail of the API automations because it has all the ingredients that you need for the perfect app, which are lots and lots of small tasks that can be easily automated and that are repetitive and that usually are pretty much similar for every client. So for example, you might want to set them up inside of your Slack channel. So you might want to create a new Slack channel with that client. Maybe you want to create a folder in your Google Drive account. Maybe you want to set them up in your to-do list application in your project management board. All these different things that are pretty much standard for every client. And that's what makes it such a great process to automate using Zap here. So if you do have some kind of client-based business or if you do have a business yellow, you have all these onboarding processes. Maybe again, you also have like a software company where you want to have an onboarding process for people that sign up for a free trial in these cases, I would really highly recommend that you take a look at this video and that you do implement some kind of process in this way for your business as well. So let's get started without any further ado. Just one more thing if you want to, you can actually import these app directly because I've shared the SAP with you, so you can just copy it over to your workspace. You will find the link to that in the description down below. And before we actually start building out this app, we have to again, kind of plan what we need for those apps. So we have to plan what kind of data do we want to get from the client? And then where are we actually going to put this? And there are different things that you can actually do in a set of onboarding process. Well, the most obvious and the most basic one would be to get some basic information about your client. And that is something that I would always do because we actually do need most of this to make all the other steps of the automation work. So that would be something like an address. It will be something like the name of the client, the company of the client. It will be something like the e-mail address, phone number, things like this. In addition to that, you can actually also provide information to your client during the onboarding process. So for example, you could have like a YouTube video that actually kind of shows the client how you work as a team, as a company, as an agency, and how they can best work with you. So words they have to go if they have any questions, how do you work? Whether you want to be contacted? Can climate clients expect from you all these things are things that you will probably have to tell your client over and over again. So for each client you'll have to do that again. So why not just put it into a YouTube video or a series of videos and then give this to the client during the onboarding process, depending on the type of business that you actually run. You can also ask the client for additional information so that this is not for everybody, but for example, for an agency, you might want to ask the client about his goals, what does he or she wants to achieve and what does he or she kind of want to get out of this collaboration with you? Also like, you can ask them about competition, what they like, what kind of style they like and when it comes to things. So for example, for web design agency, you might ask them what kind of other websites they really like, what they go with the website is and things like this. And what we'll then do with all this data is we'll use that to get organized internally. So we'll use that to set up all these different tools and turning it up we use, for example, we'll set up a Google Drive folder. We'll set up a Slack channel, as I said, things like this. And then we'll also use it to plan internal collaboration. So for example, just as we did in the previous, previous app, we might want to have like a kickoff call, a client at some point. And then we also might want to kind of plan internally how we're going to best kind of help this client, and how are we going to prepare for this kick-off call? And lastly, if your automation or your programs actually allow that, you could also say that you want to send invoice to the client with the on-boarding process so that you have like an initial invoice that you send. This really depends on the invoicing software you use. I personally don't use that because the tools here in Germany that I use for my bookkeeping, they actually don't support like Zapier, so I have no experiences that but I think in the US are quite a few yeah, kind of bookkeeping and tax softwares that are actually really compatible with here. So you might want to look into that if you want to send an invoice with the onboarding process. All right, so now let's actually get into the actual creation of this app because this is going to be a rather long video as well. So I've got the form right here, which is one that we're going to be using after set this up using some basic questions. And it also uses type form, which is a software that I really like and I really can recommend for these types of things, for onboarding and generally just for having these. Nice-looking forms. But you could really use any form software that you use. It really doesn't matter. You just have to be able to ask these kinds of questions. So I'm just going to walk through this ongoing process and then we can actually set this up. So I'm just going to be putting in my information here. So I'm just going to be putting him in my name. Right? I actually do have to fill it up properly, so I'm just going to be putting in my my firstName here. Then I'm going to put it in my surname. Then I'll be adding the e-mail address. So this is just my, yeah, my normal email address. So these are the fields that we are actually working with. So add these in as well. So name, surname, and then the email address. Now I have to enter in my phone number, which we actually don't need for the automation, but usually you definitely would want to get the phone number of your client. So yeah, that's why I included in here. So I'm just going to be putting in my information and then I'm going to move on to the next step. Now I'm going to be entering the name of my business in this case because I have already credit and follow with my actual business name inside of Google Drive, which will then lead to conflict. I'm just going to be choosing a random name here. So I'm just going to be saying, great, design. A company like this. Then how would you describe the project? I'm just going to say website redesign. This is all something that we are using later on. So just click on submit. And now we actually fill up a form, which means that we again can use that now instead of Zapier to start off this automation. So instead of a news app, we're going to be choosing type form. And then we are going to choose the formula we just created, we just used. So I'm going to be choosing my normal count, this one. And then I'll be choosing the form which is the client on-boarding. Continue. And let's see if we can actually get this response. Yes, So we got the actual responses and that is looking good. So now we can go on to build out this automation. So for this example, let's say we are using to-do list as our teams kind of to-do list application. And that's why we always want to have a new project introduced that actually kind of shows us that this new client is now joining our list of clients and that we want to work with them. That's why we are going to be actually creating a new project here for this new client. Um, so I'm going to be choosing my classic Jewish account. And this time we will go over to us as well because now it's more important because we are going to add many different things to to-do list. So this is the name of the project that we want to create. And in this case, let's go into the form responses and let's get the name of the business because that's obviously what the name of the client is. And therefore we want to add that as the project name. Let's continue and let's test and continued to see if it's actually working. And indeed it did work. Let's check out to do is to see if it actually here. And yeah, so we have this new great design company project in here, which is exactly what we wanted. Now this is specific to todo us, but introduced when you create a new project, it's just for you so nobody else can see it. And that's why, because we want to automate obviously every step. We are going to be adding some people from our team to this project as well. Because we by default want them to be part of the project. So that is something that we can do in the next steps. And we don't want this app to be ready. We actually want to continue working on this app. So let's go to to-do list, and let's decide to choose a different option, which is to invite a user to a project. Because we again want to add additional users to this project that are part of our team. And in this case, the project, we have to choose that from the customer list in here. So we have to go down to create product introduced and then choose the ID because we just created in step 4. And we want to reference that the, no matter what the actual project was, now we have to enter in the email address. And in this case, I am actually just going to be choosing like a random images from myself surfing. Like I'm just going to be choosing our scatter plots workspace dot com. Continue. And let's test and see if this works. Yeah, so indeed, the invitation was sent to to-do list. Let's check out to-do list itself. And we see up here and the Share menu, we see that this is pending. So we send out an invite to this email address that they can now join this project. Now you can actually add more than just one person to your projects. And you can do that by just adding this step again. So just create the same exact setup again and then choose a different email address. And then you can do that over and over again. Obviously that's interesting for this video. So now that you know how you can do is you can add as many people as you want. If you want to add more than one, next, we'll actually be setting up our new client in clock a file, which is a time tracking software that you can use to track how much time you've spent on the client project. So especially if you do hourly billing, then this is really, really helpful for your team. And again, you can automatically set that up using Zapier. So let's just quickly choose clock E5. And it's again really simple, so there's not much happening, it's just some nice repetitive work that's being automated. And in this case, we wanted to create a new client first. And then we are going to click on continue. We'll click on my clock if I account. Continue again. And then for the workspace, will choose just my basic workspace. And again, decline name is just going to be the name of the business that was entered on the onboarding form like this. Then we can continue again. And we can send the data to your clock to check if it's working. All right, so it seemed to work. Let's check out clocking file and let's go to clients. And let's go down here and here we actually do see the great design company. So that's really nice. And yeah, now we can actually go on now and clarify. The organizational structure is you have like the client and then you have projects for that client. The next step we're actually going to be setting up this project for this client. All right, So back in the up here, just go to the next step. Again, use cloaca 5M. And then in here for the actual event via this, I'm going to create the new project. And for this we'll actually just use the project description that the client gave us. So we are going to choose the same workspace as before. And this is where we'll pass in the information from our type form. So we'll go down and we'll take a look at the project. So what does reflect redesigned? That's the project. Put that in here for the client, will actually choose the, the idea that was credit in here. Because again, we want this to be dynamic and it should be based on the previous step. So we have to use the ID here. The project can be public and it's also billable. So these are just settings in clock or phi, which we don't need to worry about for now. So let's continue and let's see if this actually works. Tested continue. And indeed a project was sent to clock a file. So let's go to Projects. And let's go down to website redesign right here. So we have website redesign and it's for great design company, and it just has been added in here. Perfect. Next we'll be setting up a dedicated Slack channel for this client instead of oral Slack account so that we can communicate internally about this client plan, project, plan, how we're going to do the work for the client and so on. And this is again going to be pretty simple. We are going to be adding a slack channel in here, which is an easy to do task using the Slack integration ends up yet, but this is the first time that we're actually going to create a channel. So we are going to choose this from down here. And then we'll continue as always, the Slack account is going to be my standard account. And then again, we are going to enter in the channel name. Now, this channel name is actually like we have to put in the business name again. And if it if it had spaces in there, then the space it will be replaced by like dashes via Slack, because the channel names and Slack, They are always like lowercase and with dashes between the words. So yeah, but this actually works fine, so we don't even need to worry about that. Let's continue. And let's actually test if this works. Perfect. So it actually works. Let's check out in Slack and see if it worked and there. Yeah, okay, So we do have this great design company, Slack channel now, which is exactly what we wanted. Now the next step is to actually add people in here, which you also don't want to do manually. So we'll do that using Zap here as well. So we'll just add a new step in here. Again, choose slack. Then we'll choose the appropriate action event, which in this case is going to be Invite User to channel. Now, you have to be careful here because you actually only can invite people that already are within your Slack workspace. So you can't use this to like, invite external people, like the client himself. So the users have to be in your Slack channel already. And in my case, I think I only have like a demo USA and there, so I probably will only have like one to choose from, but that's okay because it's again, just a demo. All right, so for the channel, we are actually going to be choosing the channel we would just created again. So this is, don't know if we actually can use the name or if that's like an IP that we have to use, I think we can just use the channel ID that's safe for them. Yeah, just go with the name, alright, and the user that we add is just the test user in this case. So I'll just have a test user which then is going to be added to the channel. Let's continue and see if this works. Yes, so it actually worked. Let's go to Slack and Seabrook in here. And yes, indeed, so we have yellow chairman, Joint great design company along with test user. So we just add a test user. And we now, as you see up here, we now have both of these users in here. And you can all see like add and more people. Again, you could, in this case, you can just add them all in one step. So if you have like five people will just add them all in there. And then you're good to go and they will always be added two new client projects. Now let's suppose that we want the client to share additional media files with us later on, like absolutely onboarding process. And usually what you do, or at least in my case, is to use Google Drive for that. And probably you also like create a new Google Drive or OneDrive or whatever kind of cloud storage that you use folder for every new client. And that's exactly what we'll do in here. And we'll also actually add in like a little folder structure that we can then always used for every client projects that up you always have like a structured approach to new client projects. So let's actually do this by adding a new step in here. And this time choosing Google Drive as the action event or like as the step. Now for the actual event, we ask going to scroll all the way down to the find a folder option, because we do want you to look for the folder first. So if any error occurs and the folder has been created already, then we don't want to credit again for the next time. So we only want to have one folder for this client. And so we are looking for the client folder first. And if it's not there, then we'll just create a new one. So let's choose that and it's actually implement that in Zapier. I'll choose my classic Google Drive account. And the folder name in this case is going to be, again, the company name. So great design company. The drive is going to be just my Google Drive, the parent folder. We'll just leave that out. I'll just put it in the root folder. Should this be considered a success, but nothing is fault. No, it shouldn't. And if the folder doesn't exist, do we want to create a new one? Yes, we do. So oh, sorry. We just want to click on the box. Yeah. Okay. Perfect. So we do actually want to create a new folder. If this doesn't exist. Now we can remove these extra fields. And now let's continue and let's see if this actually works. Now I obviously don't have a great design company folder in my root directory of my Google Drive structure. So it should actually create a new one for us in this case. So let's testing continue and it worked. Let's go to Google Drive. And yes, indeed, so we have this new folder, great design company in here as well. It's empty right now, but it's time for us now to actually fill this up. So what we're going to do is we'll just enter in like just adding different subfolders to that folder. And I'm just going to show you one example, but you could also see how tens of thousands getting, but you could have like a couple of different folders in there that you use all the time for your clients. And you can like set up your structure for every new project. So let's actually do this for a new folder, let's say create folder. And then we are going to go into the same exact folder as before. Choose Google Drive. Then for the drive, we are going to choose my own draft again. And now for the parent folder, this is where we have to choose the folder based on the ID. So we have to use this ID in here. Then for the folder name, this is where we can be creative. So in this case I would just say images and videos. And maybe that's like the first folder in the list, so we'll give it a one so that it actually is in the order. And then let's continue and let's actually test this action out and it seems to work. Let's go to Google Drive. And yes, so inside of this folder, we now have the images and videos folder. And now you actually can create additional folders like company branding or you can have like like legal document that you share with the client. All this kind of stuff can be auto-generated or like the folder structure can be auto-generated for you each time you have a new client onboarded. So just speed up through this process. I'll actually add in a couple of more fuller search. You can actually get a feel for how this would look. All right, so now I've actually set up a couple more folders and I think now you can actually get a sense of how this would look. And you can obviously also have folders within the folders that you create. So you could create this images and videos folder or let's say like the branding folder. And then inside of the branding follow, you could have like the logo, you can have like the branding guidelines as a folder and so on. So you could really like, make this really specific and have a really clear structure that's always the same. That also helps your team to kind of find where things are much better and that makes it clear for your clients where they have to put things. Now that we've set up the basic structure for a client in our own systems. We can go on to plan how we're going to proceed with the customer. So we can go on to plan how we are going to do this internally. Maybe again, you have tasks that you still have to do that can't be automated, for example, can automatically share the Google Drive folder with your client yet, I think that's not possible. This is something where you didn't have to like add in manual tasks. And what we can do to help you to not forget these manual tasks is to actually create an automated reminder of the manual tasks in spite of that year. And that's the next thing that we're going to do. So in here we again are going to choose to do it because this is the project management slash task management tool in this case. And now we are going to create a new task which is going to be inside of this project that we are just setting up. So this is going to be for maybe like one person in your team that is responsible for managing the clients. And then he or she can do these onboarding tasks and to be assigned the ongoing task as well. So let's say for the project, this is going to be the custom ones. So this is the product we credit in here. Then the title, it is going to be finish on-boarding. And here you can actually just paste them like some tasks have. So maybe you want to invite the client to the Slack channel. Maybe you want to have it just internally or you can also invite the client to it in my declined to Google Drive so that he or she can upload the files to Google Drive. And then also like schedule internal surgery session and things like this. So these are all tasks that may be one person in your team can then do once the automation is being processed. And I would highly recommend that this is something that you assigned to a specific person. So if you are more than one person running your business, I really choose a person that always does this for the clients because then you have some clear responsibilities here. So in this case, I'm just going to assign this, uh, to myself and the due date, let's say that is today because we want to do this like pretty much immediately. And then the priority is going to be urgent. Okay, let's continue and let's see if this actually works just how we wanted to. So that's testing continue and actually go to to-do list. And as we see in here, we now get this finished onboarding tasks right here. We also see that it's assigned to myself, that it is due today and that it has a high priority. And if I click on this and go to comments, we also see the notes that we got in here. Alright, so now we're almost wrapping up here. We just want to add two additional steps. One of them is going to be to have a actual notification instead of slack so that you actually kind of get notified once the client actually has finished the onboarding process. Because otherwise you might not actually realized that directly because everything is just happening automated. And then you might just realize it like two days later, which isn't optimal. So in this case, what we want to do is just to send a Slack message to kind of tell all the team members that this new client has just finished the ongoing process. So we are going to send a channel message to the channel for the new client, which we just created in the previous step. So we're again going to use the ID for this. So let's pick custom. Let's go to Create channel in Slack. Then choose the ID. Right here. No, we actually place it in already. We only need it once, like this. Perfect. And then let's say your client has just finished the onboarding process. Everyone to give it like an emoji. We want to say like party, like this. Then we could also pass electric client name. So let's put that in here as well so we actually know what climate was. Um, and then let's say please schedule the internal strategy called. So this is like a nice reminder because now we actually tell ourselves that we need to plan this internal strategy call, which we want to happen so that we can plan how we are going to work with the client and the best way. Perfect. We're going to send it as a boss. Again, all these other things we don't need, we can turn this off because it's just annoying. We can actually expand things. We don't even have a link in here, so we don't need this. And so let's actually just test this and see if it's actually working. So let's go to test and continue, and it seems to work. Let's check out Slack. And indeed so we get the new client has just finished the ongoing process. We get the name of the client and then we get the message. Please schedule the internal strategy call. Now the last thing that we actually want to optimize a lot we want to automate is the kind of follow up after this on-boarding process. So because like the client relationship isn't finished up with that and we want to automate as much as possible. So what I recommend you do is that after the onboarding process, you send out an email to the client, kind of thanking them for filling out the form, filling out the numbering process, and then kind of telling them what's next. Sending them the link to the Google Drive to Slack and whatever tools you want to share with them. And yeah, Then like kind of telling them how it's going to go down. So maybe again, also planning the kickoff call and things like this. And to make this even easier for you, we can actually create a G-mail draft inside of Zapier. So we can automatically generate a new draft instead of Z up here that you can then kind of look over and then sent to a client once you're ready. And that even automates the next follow-up step for you pretty much completely. I just recommend that you check over the email again. So maybe you want to change something, but you can have like a template that almost applies to every company and then do it like this to create the step, let's choose Gmail in here. And then we are going to put in some information. I have actually like pre-written email template just because it takes too much time to write that in here. But yeah, let's just create a draft and let me show you how you can do this. We're going to choose this Gmail account. And obviously you can choose whatever account you want. And now we can actually again use the information from the type form so we can now get the email address of the client to send this image to as well. And for the from email, we can actually just choose the MATLAB we are actually using. I would also recommend that you put in the from name so that actually we are right now. Janos from Ghana, workspace. Like this. For the subject, we can say something like, thanks for completing the onboarding process. And we can even pass in the name right here. So we could get like the firstName of the client. If we have like an informal relationship, if not, then I would probably not do that. But, you know, if you have clients that are really like yeah, I'm not too worried about like being called firstName. Then I would actually just put in the name right here. Now for the body, I've just pasted this. This will have to change that. But you can just say something like, yeah, thanks for filling the onboarding form. You know, here are the tools that we used to work. You can put in the link to the Google Drive folder, linked to the Slack channel. And then you can also tell them that you need some additional information from them. For example, you need the login information for the web hosting account because you are going to redesign their website and things like this. And also then again, you can use this to like take them, give them a link to book a strategy call if you want the complete automated automation, where they also can like, automatically book The onboarding call kick-off call with you. Yeah. Perfect. I'm not going to customize this too much. You can obviously do whatever you want in here. I'm just going to put in the name and the top as well so that the name is customized like this. And then I'm just going to continue and to see if this actually works. And indeed it actually did work. Let's go to Gmail and let's check it out. And let's go to drafts. And indeed in here we have this new draft which is going to be sent to the client email. It has like the the title is thanks for the onboarding process, Janusz. Then here we have the name as well. So there was dynamically pulling from the form. And then we have all the information that we need. And that is how you can create a really nice onboarding process for your clients in your business. Obviously again, you can do much more than this. You can add more people to the different projects. You can have more granular control over what happens when the client does what, and much more. But I just wanted to show you a really good use case that can really save you hours. If you have an agency, if you use this workflow, I've actually implemented this for a friend of mine who runs a social media agency. And it has really like changed his agency because it always like saves them a couple of hours of work for each client. And if you have many clients and you have to pay your employees as well, then this is just a lot of time-saving and in the end, it's better for your bottom line. All right, so I hope this video was helpful to you. I hope you did get something out of this video and it was like an inspiration seeing how you can use this for is onboarding process. That's it for this one. And I'll see you next video. Take care. 26. Outro: Thanks for watching!: Thank you so much for watching this course. You've now actually made it to the end and I want you to congratulate you on your sticking to the end and watching through this entire course on Zapier. Now if you've made it this far, you are on a great way to becoming really good with up here. And you now know most of the basic concepts and also some of the more advanced concepts of Zapier. She's still have any questions or you're unsure about some certain things that you learned during the course, please feel free to again tell me and let me know and I'm happy to help. And if you enjoyed the course, please consider leaving a good review because it really helps me out and I really love seeing that people enjoy my content, that people enjoy the courses that are produced. So that would be great, that would mean the world to me. And if there's anything that you think I could have improved about the course. And also please let me know because I'm really interested in improving the course over time and I'm really interested in your feedback. Now, where do you go from here? Well, you can obviously check out my other courses that I've created about some of the tools that we've been using throughout this course. Help you to build your websites. Like use a productive system and much more so I really love to talk about these different software tools and how you can use them to make your work life easier. It both in when it comes to productivity and also when it comes to running your business. So if that sounds interesting to you, then please check out the other courses that I've created and I hope I see you there. Take care and bye.