Automatically Attach Documents Gmail Salesforce Zapier

How to Automate Your Life and Everyday Tasks with Zapier

Every day, we perform hundreds of small jobs. By themselves, they put on’& rsquo; t take much time. But they can build up, specifically if you consider that time for an entire year. But we’& rsquo; re technologists and it’& rsquo; s 2020. How can we use tools like Zapier to make robots

What can we finish with Zapier Zaps?

The dazzling part about Zapier is each app combination makes its API offered by means of Zapier to other app combinations providing you a lots of alternatives to link and construct effective workflows.

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

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

Set up a weekly print task to keep your ink fresh

Receive emails for brand-new tasks on Smashing Publication's job board

While each of these tasks are little, they wind up conserving you a lot of time. And if you're innovative, you can build on these workflows to personalize a whole lot more.

What is Zapier?

Zapier is an automation tool that links all of the apps you enjoy and builds effective totally automated workflows. Whether it's automating sending an e-mail or ensuring that new blog post gets a tweet, we can remove the manual actions of ordinary tasks to focus on other things that art essential.

Each time you create a brand-new workflow, you're creating a “& ldquo; Zap & rdquo;. It's basically Zapier's way to offer a name to the workflow you produce.Getting started with a Zapier account

Before we enter into establishing workflows, you'll require an account.

Registering for Zapier is complimentary and you get 5 complimentary Zaps to start, so we do not have to stress over cost here.

Now let's enter 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 begin with something easy. We're going to establish a Zap that will send us a text message if the weather forecasts rain.

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

Making a new Zap Here, Zapier would like to know the first app we wish to connect. Given that we're going to base our Zap on the weather condition, search for “& ldquo; weather & rdquo; and choose Weather condition by Zapier. Picking the Weather condition by Zapier integration It will then ask you to pick 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 condition as an occasion, it requires a little bit of info to give us a customized forecast. Particularly, it requires your Latitude and Longitude, which we can look up utilizing latlong.net Finding latitude and longitude with latlong.net You can then enter your Latitude and Longitude into the Customize Forecast screen of Zapier, choose your Systems which defaults to Fahrenheit, and then click the huge Continue button.

At this moment, you can click Test Trigger, which just makes sure it's working, and click Continue once again.

Now we're going to tell Zapier what to do with the information 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 Occasion as the defaults, so the next screen you can simply click Continue.

SMS App and Event Now, for Zapier to send you a text, it needs to validate that your contact number belongs to you or that the telephone number is purposefully signing up for these texts. To do that, it sends you a one-time PIN that you'll go into.

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

Here, enter your telephone number, and choose Sms or Call as the confirmation method at which point it will call you with a PIN.

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

Getting in the SMS confirmation PING At this point the window will close and move you back to the original circulation. Here, click Continue once again.

Now we get to customize the text that we receive.

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

Then, click within Message, and it will raise some options. I would like to know whatever possible if it's going to rain, including the possibility, max temperature, and summary, so we can choose all or as much as we desire and once again click Continue.

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

Keep in mind: If you choose a single From Number, you may be limited in how frequent you can receive texts, so if you don't get it right now, that may be why. Setting random assists avoid that issue, but the the number isn't consistent.

And as soon as you enjoy 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 is predicting rain!

Zap 2: Print a test every week with Google Cloud Print

This one doesn't 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 printer heads or worse yet, a now unsalvageable printer?

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

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

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

Picking Arrange by Zapier We can then choose a Trigger Occasion of Every Week and click Continue.

Setting Trigger Occasion as Each Week Next, you can select the Day Of The Week and Time Of Day you want to print. I personally run this task weekly at 8pm on Sundays right before the start of a new week. Once set up, click Continue.

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

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

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

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

Once linked, click Continue.

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

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

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

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

Content Type: you'll want to set this depending upon what you set in Material. If you set a URL like I did, it must 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 desire 1 so it does not waste ink and paper

Color or Black and white: you'll wish to clearly set this if you want color. The concept is to revitalize 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 personalize to your preference.

With our configuration set, click Continue, and comparable to before, we can click Test to see our print task in action and if we more than happy, we can click Turn on Zap!

Test print from Zapier print job If you want to use the exact same document, you can discover it here:

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

Zap 3: Smashing Publication Job Notifies with Gmail

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

Thankfully, task boards like Smashing Publication and a lot of others supply RSS feeds which we can hook right in to Zapier to automate getting an email whenever a new job is published.

To get started, let's develop a new Zap, and this time, look for RSS and select RSS by Zapier.

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

Setting New Item in Feed as Trigger Event At this point, we want to enter a feed URL. This will be the URL to the XML RSS feed that sites 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 Different GUID chosen for What Triggers A Brand-new Feed Item. Then click Continue.

Setting RSS Feed URL Same as usual, now you can evaluate the trigger to make certain it works. If the RSS feed stands, this will be smooth, otherwise you may see an error. The above URL must stand!

Testing the RSS feed Next, we require to choose what we want to make with the new item. Since we want it emailed, we can pick our e-mail service, which in my case is Gmail.

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

Setting Action Occasion 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.

Check in to Gmail Now when we tailor our email, we want to include the following:

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

From: select your Gmail account

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

Subject: can be whatever you 'd like, but a helpful idea could be “& ldquo; New Task Alert: followed by picking the title from the dropdown choice

Physique: you can leave as Plain

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

Setting up task alert e-mail Once you're done setting up, you can hit continue. Then, comparable to previously, click Test & & Review, and you should receive your test e-mail.

Test task alert email Finally if you're happy with the setup, switch on the Zap, and enjoy your task search!

More Ideas

Here's more concepts to get you moving in the best direction:

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

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

Post RSS Items to Twitter: do you write your own material? Establish an RSS feed to immediately publish a tweet with your new article

Not Google Assistant

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

IFTTT supports Google Assistant for simpler circulations, however Zapier can get more effective.

Webhooks

Zapier supports web hooks implying you can actually do whatever you desire. Though this is a premium function, you can set up some custom-made workflows based off of new data Zapier sees or accept demands that you post to activate other automations.

What's your favorite Zap?

Love hearing new imaginative methods to use Zapier.

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Automatically Attach Documents Gmail Salesforce Zapier