Automating Your Workflow: Inserting Today's Date with Zapier
Published on Feb 28th, 2024
In the fast-paced world of technology and automation, tools like Zapier are indispensable for streamlining processes and enhancing productivity. Zapier connects your favorite apps and performs automated tasks, or Zaps, between them without the need for coding expertise. A common requirement in these automated tasks is inserting the current date, which can be crucial for keeping records up-to-date or triggering timely actions.
Here's an easy guide on how to add today's date to your Zapier automations:
Step 1: Choose Your Trigger
Begin by selecting the app event that will trigger your Zap. This can be anything from receiving an email in Gmail, a new entry in a Google Sheet, or a calendar event.
Step 2: Select 'Formatter' by Zapier as an Action
After choosing your trigger, the next step is to add an action. Search for 'Formatter' by Zapier amongst the action apps and select it. Formatter by Zapier provides a variety of utilities to transform your data.
Step 3: Set Up Date/Time
With Formatter chosen, you'll be presented with several options. Click on the 'Date/Time' option, since you're aiming to insert the current date.
Step 4: Customize Date/Time Formatting
You will now be prompted to specify how you'd like the date to be formatted. Under 'Transform', select 'Format'. You can then set the current date in whatever format you need (such as YYYY-MM-DD for a standard ISO format) by using the 'To Format' field. Formatter uses a moment.js style syntax for date formatting, providing flexibility and precision.
Step 5: Input the Date Placeholder
In the 'From' field, simply enter the word 'now' which tells Zapier to take the current date and time. You can leave the 'To' timezone field as it is to use the default timezone.
Step 6: Test and Continue
Test this step to make sure the date is being formatted correctly. If everything looks good, you can continue setting up the rest of your Zap.
Step 7: Use the Date in Another Action
The newly formatted date can be used in subsequent actions in your Zap. Choose another app where you want the date inserted, and in the appropriate field, map the output from the Formatter step.
And that's it! You've successfully added today's date into your Zapier workflow. This functionality can help in tasks such as naming files with the current date, timestamping entries in a database, or setting due dates for tasks.
Remember to continually test and refine your Zaps to ensure they perform as expected. With this guide, you should now have one more trick up your sleeve in the wide world of Zapier automation. Happy Zapping!