Advanced Zapier Features
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Zapier offers a couple of ways to automate your workflows and manage the data. We will describe them in brief below:
Multi-Step Zaps allow you to add many Triggers and Actions to one Zap. That way you can automate complex workflows across many systems at once.
For example, if you would like to set opened email from Woodpecker as a Trigger and copy the information to Google Contacts and Pipedrive you can do that with a Multi-Step Zap.
A Trigger in one system can spread the data across CRMs as well as other systems. You can combine many Triggers and Actions in one Multi-Step Zap. You can find more information about Multi-Step Zaps here »
Search Action is a feature that allows users to look up specific data in a system integrated with Zapier. Whenever you want to search for a contact, product or an issue in desired app, you can use Search Action »
Thanks to Zapier Filters your Zaps are run only when certain conditions are fulfilled. If a certain field contains certain information, the Zap will be launched. For example, you can add prospects to Woodpecker from CRM only when prospects profiles contain name, email address and work position (as you defined in the Filter).
There are tons of ways you can use Filters. You can filter fields and check if they are blank, contain text or not contain specific keywords. But this is only a beginning. To find out more about Filters visit this page »
Formatter is a very powerful feature useful when you want to convert any kind of data before putting it into one of the apps. Among many options the most important are:
- operating on dates, date formats,
- currency converters,
- working on text, editing desired parts of text,
- managing the numbers and applying Spreadsheets formulas.
To get more information on Formatter visit this link »
If you feel like you haven't found integration with your favorite app, here are some additional Woodpecker <-> Zapier integrations:
If you are dealing with sales or marketing automation, email marketing, project management or any other field, automating your daily workflow will save you tons of time.