Agile Crm Zapier Reoccuring Tasks

How to Automate Your Life and Everyday Tasks with Zapier

Every day, we carry out hundreds of little tasks. By themselves, they put on’& rsquo; t take much time. But they can accumulate, especially if you consider that time for a whole year. But we’& rsquo; re technologists and it’& rsquo; s 2020. How can we use tools like Zapier to make robotics

What can we finish with Zapier Zaps?

The fantastic part about Zapier is each app combination makes its API readily available via Zapier to other app combinations giving you a lots of options to connect and construct effective workflows.

Particularly, we're going to learn how to do a few things:

Sending out a text every morning if it's going to rain

Establish a weekly print job to keep your ink fresh

Receive e-mails for new tasks on Smashing Publication's job board

While each of these jobs are little, they wind up conserving you a great deal of time. And if you're imaginative, you can build upon these workflows to customize a great deal more.

What is Zapier?

Zapier is an automation tool that connects all of the apps you love and develops powerful fully automated workflows. Whether it's automating sending out an email or ensuring that brand-new blog post gets a tweet, we can get rid of the manual actions of mundane jobs to concentrate on other things that art important.

Each time you produce a new workflow, you're developing a “& ldquo; Zap & rdquo;. It's basically Zapier's way to offer a name to the workflow you develop.Beginning with a Zapier account

Before we enter setting up workflows, you'll need an account.

Registering for Zapier is totally free and you get 5 complimentary Zaps to start, so we don't have to fret about cost here.

Now let's enter into the Zaps.

Zap 1: Get a text if it's going to rain with Zapier

To get an idea of how this works, we'll start with something easy. We're going to establish a Zap that will send us a text message if the weather condition predicts rain.

To start, click the huge Make a Zap button on the top left of the page when you're logged into your account.

Making a brand-new Zap Here, Zapier wants to know the very first app we wish to link. Given that we're going to base our Zap on the weather, search for “& ldquo; weather condition & rdquo; and choose Weather by Zapier. Selecting the Weather condition by Zapier integration It will then ask you to choose a Trigger Event, where you'll choose “& ldquo; Will It Rain”Today? & rdquo;, then you can click the Continue

button. Picking the Will it Rain Today? occasion When picking Weather as an occasion, it needs a little bit of information to give us an individualized prediction. Particularly, it needs your Latitude and Longitude, which we can search for using latlong.net Finding latitude and longitude with latlong.net You can then enter your Latitude and Longitude into the Customize Projection screen of Zapier, select your Units which defaults to Fahrenheit, and then click the big Continue button.

At this moment, you can click Test Trigger, which merely ensures it's working, and click Continue again.

Now we're going to inform Zapier what to do with the info once it understands it's going to rain.

In the Do this ... panel, search for “& ldquo; sms & rdquo; and choose SMS by Zapier

. Selecting SMS by Zapier We're going to leave the App and Event as the defaults, so the next screen you can just click Continue.

SMS App and Occasion Now, for Zapier to send you a text, it needs to validate that your telephone number comes from you or that the telephone number is intentionally registering for these texts. To do that, it sends you a one-time PIN that you'll get in.

So click Sign in to SMS by Zapier, which will open a popup window.

Here, enter your telephone number, and select Sms or Call as the verification method at which point it will contact you with a PIN.

Check in to SMS by Zapier and send out a PIN With that PIN, enter it into the field and click Continue.

Going into the SMS confirmation PING At this point the window will close and move you back to the original flow. Here, click Continue once again.

Now we get to personalize the text that we receive.

In the From Number field, Zapier offers a lot of contact number you can use. You can either choose one number to constantly send out from, which you can set up as a contact so you know it's Zapier, or you can select Random, which will utilize a random number whenever.

Then, click inside of Message, and it will raise some choices. I want to know whatever possible if it's going to rain, including the probability, max temperature, and summary, so we can select all or as much as we want and once again click Continue.

Setting up Weather condition message Finally we get to check if our Zap worked. At this moment everything should be set up, so click the Test & & Review button and you ought to get a sample text!

Note: If you select a single From Number, you might be restricted in how frequent you can receive texts, so if you don't get it immediately, that may be why. Setting random helps avoid that concern, however the the number isn't consistent.

And as soon as you more than happy with the configuration, you can click Switch on Zap.

Turning on the SMS Zap You'll now get texts in the morning if the weather condition is forecasting rain!

Zap 2: Print a test weekly with Google Cloud Print

This one does not sound amazing, but have you ever gone through an extended period of time where you didn't print something, only to end up with dried out printer heads or even worse yet, a now unsalvageable printer?

We can prevent this by just running a weekly print job that keeps our printer ink nice and fresh.

For this, we'll use Google Cloud Print. To make this work, you'll need to currently have this set up with your Google account.

Let's develop a new Zap and this time for our “& ldquo; When this occurs & hellip;” & rdquo; search for and select Schedule by Zapier.

Selecting Schedule by Zapier We can then choose a Trigger Event of Every Week and click Continue.

Setting Trigger Event as Every Week Next, you can select the Day Of The Week and Time Of Day you want to print. I personally run this job weekly at 8pm on Sundays right prior to the start of a new week. Once configured, click Continue.

Configuring Zapier schedule At this point, we can click Test trigger, which much like in the past makes sure it's working properly, and after that we can click Continue.

Now, for our “& ldquo;” Do this & hellip; & rdquo; we wish to print, so search for and choose Google Cloud Print

. Picking Google Cloud Print And for the action, select Submit Print Job.

Setting Send Print Task as Action Occasion At this point, you'll need to sign into Google Cloud Print. This will open a window and have you visit through Google so that Zapier can interface with the service.

When connected, click Continue.

Now we can configure out print job. Here we'll want to define what we print.

Setting Up Print Job in Zapier In the above, we're configuring:

Which Printer: the printer we want to print to linked to Google Cloud Print

Content: this can be a URL to a file, HTML, or plain text. I'm utilizing a URL which is a simple test page I made that has some color in it

Material Type: you'll wish to set this depending on what you embed in Material. If you set a URL like I did, it ought to be URL

Title Of Print Task: the name of the task so you can see it in the print logs

Number of Copies: most likely simply want 1 so it does not waste ink and paper

Color or Black and white: you'll want to clearly set this if you want color. The concept is to refresh all of the ink cartridges, so only printing black won't help the color ink, so in my case, I selected color

The rest of the fields are optional, feel free to tailor to your liking.

With our configuration set, click Continue, and comparable to previously, we can click Test to see our print job in action and if we enjoy, we can click Turn on Zap!

Test print from Zapier print task If you wish to utilize the exact same file, you can discover it here:

https://fay.io/printer-test.pdf

Zap 3: Smashing Magazine Job Notifies with Gmail

If we're looking for a job, it can be a discomfort to need to check out every task board every day (or every hour, am I right?). However we can automate this procedure when the job board supports it.

Luckily, task boards like Smashing Publication and a great deal of others supply RSS feeds which we can hook right in to Zapier to automate getting an e-mail whenever a new task is posted.

To begin, let's develop a brand-new Zap, and this time, search for RSS and select RSS by Zapier.

Choosing RSS by Zapier For our Trigger Event, select New Item in Feed, then click Continue.

Setting New Product in Feed as Trigger Occasion At this moment, we want to go into a feed URL. This will be the URL to the XML RSS feed that websites provide. For Smashing Publication, you can find it here:

So go into that URL above into Feed URL (you can leave Username and Password blank), and keep Various GUID picked for What Sets off A Brand-new Feed Product. Then click Continue.

Setting RSS Feed URL Same as normal, now you can check the trigger to make sure it works. If the RSS feed stands, this will be smooth, otherwise you may see an error. The above URL ought to be valid!

Evaluating the RSS feed Next, we require to choose what we want to do with the new product. Because we want it emailed, we can choose our e-mail service, which in my case is Gmail.

Choosing Gmail in Zapier For our action, we wish to Send Email.

Setting Action Event as Send Out Email Next, you want to check in to your account, comparable to what we made with Google Cloud Print. This ought to be your Google account that you use Gmail with.

Sign in to Gmail Now when we personalize our email, we want to include the following:

To: any place you desire these sent out to, most likely the same account you signed into Gmail with

From: choose your Gmail account

From Name: can be anything you'll recognize, like I'll utilize Colbybot

Subject: can be whatever you 'd like, however a valuable concept could be “& ldquo; New Job Alert: followed by selecting the title from the dropdown choice

Physique: you can leave as Plain

Body: I would advise including all tokens you'll find helpful consisting of the Title, Description, and Link

Setting up task notification e-mail Once you're done configuring, you can strike continue. Then, comparable to in the past, click Test & & Review, and you should receive your test e-mail.

Test job alert email Lastly if you more than happy with the configuration, switch on the Zap, and enjoy your job search!

More Ideas

Here's more ideas to get you moving in the ideal direction:

Post Tweets to Slack: whenever an account tweets or someone from a list of accounts tweets, post that tweet to Slack

File Github Bugs to Jira: whenever someone tags a Github Concern with a label of “& ldquo; bug & rdquo;, create a brand-new ticket in Jira with that Issue information

Post RSS Items to Twitter: do you compose your own content? Establish an RSS feed to instantly publish a tweet with your brand-new article

Not Google Assistant

The only thing that it's missing for me right now is Google Assistant, otherwise I would have included some Zap ideas for that.

IFTTT supports Google Assistant for simpler flows, however Zapier can get more powerful.

Webhooks

Zapier supports web hooks suggesting you can really do whatever you want. Though this is a premium feature, you can set up some custom-made workflows based off of brand-new data Zapier sees or accept demands that you post to set off other automations.

What's your favorite Zap?

Love hearing brand-new innovative ways to use Zapier.

Share with me on Twitter!

Agile Crm Zapier Reoccuring Tasks