Zapier Tips and Tricks

May 4, 2022

Here are tips and tricks for common use-cases and scenarios that you may encounter when using Zapier to integrate Pipeline with your applications.

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Prerequisites

You will need the following before you can use these tips and tricks:

  • Zapier Starter (or higher) subscription

Convert Url to File

In Zapier, when you need to upload a file to a 3rd-party app, some app accepts a Url (ex: Google Drive) and some apps require a File object (ex: ShareFile). 

Here's a how to convert a Url into a File object with this 1 action:

1 Convert Url to File

Create an Action:

App: Webhooks by Zapier

  • Action GET

Set up:

  • Url [file_url]

This action will return a File object that you can use to upload to 3rd-party apps that require it.

Separate First Name and Last Name

Splitting a contact's name into First and Last is very common (ex: for entry into Pipeline, CRMs, etc.), because many apps don't split the name for you.

Here's how you can split the name in Zapier with these 3 actions:

1 Split Name

Create an Action:

App: Formatter by Zapier

  • Action Text

Set up:

  • Transform Split Text
  • Input Name
  • Segment Index All (as Line-items)
2 Choose First

Create an Action:

App:  Formatter by Zapier

  • Action Event Utilities

Set up:

  • Transform Pick from list
  • Operation Choose First
  • Input Output from 1
3 Choose Last

Create an Action:

App: Formatter by Zapier

  • Action Event Utilities

Set up:

  • Transform Pick from list
  • Operation Choose Last
  • Input Output from 1

 

 

 

Next Steps

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