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:
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:
Create an Action:
App: Formatter by Zapier
- Action
Text
Set up:
- Transform
Split Text
- Input
Name
- Segment Index
All (as Line-items)
Create an Action:
App: Formatter by Zapier
- Action
Event Utilities
Set up:
- Transform
Pick from list
- Operation
Choose First
- Input
Output from 1
Create an Action:
App: Formatter by Zapier
- Action
Event Utilities
Set up:
- Transform
Pick from list
- Operation
Choose Last
- Input
Output from 1