Advanced Zapier Features

Zapier offers a couple of ways to automate your workflows and manage the data. Work smarter not harder.

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Multi-Steps

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.

Image with example of multistep 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 Actions

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 the desired app, you can use Search Action »

Image showing example of Search Action in Zapier


Filters

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 a name, email address and work position (as you defined in the Filter).

Image showing example with usage of filters in Zapier

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 the beginning. To find out more about Filters visit this page »


Formatter

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.

Image showing example of the Formatter usage in Zapier

To get more information on Formatter visit this link »


More possibilities

If you feel like you haven’t found integration with your favourite 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.

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