What is zapier?
- Zapier is a tool that lets you connect all kinds of web apps & software to share information between them all, streamlining many processes.
- Creates automation between two or more apps with seemingly endless combinations
- Zap: An automated workflow between apps; a blueprint for a task you may plan to do repetitively
- Trigger: A trigger is the part of the automation process that tells a zap to run.
- Action: The event taking place that does what you are intending for it to do.
- Task: A single action performed by zapier. (Every time a zap is used it contributes to your task usage.
- Apps: Created by zapier; built-in services that are included in your account for free that help you optimize your workflow
- Filter – ensures your zaps fire only on the right kind of data. To incorporate, click on the specific zap that you wish to modify and select the “+” sign. From there you can select the filter app and apply.
- Delay – using the delay app allows you to build zaps that wait before continuing through with the rest of the zap. You can set a specific time that the next step takes place or a specific date (time delay for value and time delay for unit).
- Formatter – this one is a much more versatile application than those stated previously. Formatter can tweak numbers, dates, and text in over a dozen ways to get it in the format you need.
- Numbers – Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
- Utilities – Various utilities like “choose value from list” or “look up in table” (with line-item support).
- Date / Time – Work with dates and times to change formatting or add/subtract time (with line-item support).
- Text – Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support)
- Email parcer – takes bits and pieces from an email so you can use it in a zap.
- 1. Go to Parcer.zapier.com and click log in with your zapier account and the authorize button on the next page
- 2. You can have as many parcer inboxes as you want. Click “create mailbox” to create your first one.
- 3. Use the email to create a template. Be cautious when using a previous email that it does not contain extra threads or replies as this can cause issues when you define the template. You can copy and paste the content into a new email instead to prevent any issues.
- You will generally want to leave the default options alone. It’s very important that the email that you wish to parce contains the information that you are looking to grab. If you can use a non-space delimiter. ex) Name : Ryan | Occupation : Marketing |…
| <these help parcer to identify the separation between the parts of information
- Identify the part of the email that you wish to parce into separate fields so we can map them in zaps. Highlight the data in the template itself. You will see the format automatically change a little bit (this is meant to happen) left click on it to make any changes.
- Repeat the previous step for each part of data on the page and then select Save address and Template button at the bottom of the page.
- Go to zapier and select create a new zap.
- Search for and select email parcer in the trigger apps, click on the new email trigger and hit continue.
- On the next page you will need to click the Select an Account button and authorize the parcer tool to connect to our zapier account and then click Save and Continue.
- Select the mailbox you would like to use.
Create a zap
Step 1: Choose a trigger
Trigger: What happens in an app that tells the zap to run
Connect: generally you will need to log into the accounts that you are creating a zap for.
Make sure you grant zapier permission.
-Select the page that you want Zapier to look at. You can also select a from.
Step 2: Choose an action App
Action: an event that zapier completes in the second app automatically
Connect: just as in the previous step, you must log into your account and allow Zapier
Map the field: Ensure the information flows accurately from the first app to the second.