npm - opencode-skills-collection - Versions diffs - 4.0.53 → 4.0.54 - Mend

opencode-skills-collection 4.0.53 → 4.0.54

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package/bundled-skills/zapier-make-patterns/SKILL.md CHANGED Viewed

@@ -24,61 +24,9 @@ pricing).
 Critical distinction: No-code works until it doesn't. Know the limits.
-## Principles
+## Detailed Guide
-- Start simple, add complexity only when needed
-- Test with real data before going live
-- Document every automation with clear naming
-- Monitor errors - 95% error rate auto-disables Zaps
-- Know when to graduate to code-based solutions
-- Operations/tasks cost money - design efficiently
-## Capabilities
-- zapier
-- make
-- integromat
-- no-code-automation
-- zaps
-- scenarios
-- workflow-builders
-- business-process-automation
-## Scope
-- code-based-workflows → workflow-automation
-- browser-automation → browser-automation
-- custom-integrations → backend
-- api-development → api-designer
-## Tooling
-### Platforms
-- Zapier - When: Simple automations, maximum app coverage, beginners Note: 7000+ integrations, linear workflows, task-based pricing
-- Make - When: Complex workflows, visual branching, budget-conscious Note: Visual scenarios, operations pricing, powerful data handling
-- n8n - When: Self-hosted, code-friendly, unlimited operations Note: Open-source, can add custom code, technical users
-### Ai_features
-- Zapier Agents - When: AI-powered autonomous automation Note: Natural language instructions, 7000+ app access
-- Zapier Copilot - When: Building Zaps with AI assistance Note: Describes workflow, AI builds it
-- Zapier MCP - When: LLM tools accessing Zapier actions Note: 30,000+ actions available to AI models
-## Patterns
-### Basic Trigger-Action Pattern
-Single trigger leads to one or more actions
-**When to use**: Simple notifications, data sync, basic workflows
-# BASIC TRIGGER-ACTION:
-"""
-[Trigger] → [Action]
-  e.g., New Email → Create Task
-"""
+Read [the detailed guide](references/detailed-guide.md) before executing this skill. It retains the complete procedure and reference material. Treat its safety, prerequisites, and validation requirements as mandatory. For focused work, load the relevant sections; for end-to-end work, read the guide completely.
 ## Zapier Example
 """
@@ -129,680 +77,6 @@ Chain of actions executed in order
 Each step's output available to subsequent steps
 """
-## Zapier Multi-Step Zap
-"""
-Zap: "New Lead → CRM → Slack → Email"
-1. TRIGGER: Typeform - New Entry
-   - Form: Lead Capture Form
-2. ACTION: HubSpot - Create Contact
-   - Email: {{Typeform Email}}
-   - First Name: {{Typeform First Name}}
-   - Lead Source: "Website Form"
-3. ACTION: Slack - Send Channel Message
-   - Channel: #sales-leads
-   - Message: "New lead: {{Typeform Name}} from {{Typeform Company}}"
-4. ACTION: Gmail - Send Email
-   - To: {{Typeform Email}}
-   - Subject: "Thanks for reaching out!"
-   - Body: (template with personalization)
-"""
-## Make Scenario
-"""
-[Typeform] → [HubSpot] → [Slack] → [Gmail]
-- Each module passes data to the next
-- Use {{N.field}} to reference module N's output
-- Add error handlers between critical steps
-"""
-### Conditional Branching Pattern
-Different actions based on conditions
-**When to use**: Different handling for different data types
-# CONDITIONAL BRANCHING:
-"""
-              ┌→ [Action A] (condition met)
-[Trigger] ───┤
-              └→ [Action B] (condition not met)
-"""
-## Zapier Paths (Pro+ required)
-"""
-Zap: "Route Support Tickets"
-1. TRIGGER: Zendesk - New Ticket
-2. PATH A: If priority = "urgent"
-   - Slack: Post to #urgent-support
-   - PagerDuty: Create incident
-3. PATH B: If priority = "normal"
-   - Slack: Post to #support
-   - Asana: Create task
-4. PATH C: Otherwise (catch-all)
-   - Slack: Post to #support-overflow
-"""
-## Make Router
-"""
-[Zendesk: Watch Tickets]
-      ↓
-[Router]
-   ├── Route 1: priority = urgent
-   │     └→ [Slack] → [PagerDuty]
-   │
-   ├── Route 2: priority = normal
-   │     └→ [Slack] → [Asana]
-   │
-   └── Fallback route
-         └→ [Slack: overflow]
-# Make's visual router makes complex branching clear
-"""
-### Best Practices:
-- Always have a fallback/else path
-- Test each path independently
-- Document which conditions trigger which path
-### Data Transformation Pattern
-Clean, format, and transform data between apps
-**When to use**: Apps expect different data formats
-# DATA TRANSFORMATION:
-## Zapier Formatter
-"""
-Common transformations:
-1. Text manipulation:
-   - Split text: "John Doe" → First: "John", Last: "Doe"
-   - Capitalize: "john" → "John"
-   - Replace: Remove special characters
-2. Date formatting:
-   - Convert: "2024-01-15" → "January 15, 2024"
-   - Adjust: Add 7 days to date
-3. Numbers:
-   - Format currency: 1000 → "$1,000.00"
-   - Spreadsheet formula: =SUM(A1:A10)
-4. Lookup tables:
-   - Map status codes: "1" → "Active", "2" → "Pending"
-"""
-## Make Data Functions
-"""
-Make has powerful built-in functions:
-Text:
-  {{lower(1.email)}}           # Lowercase
-  {{substring(1.name; 0; 10)}} # First 10 chars
-  {{replace(1.text; "-"; "")}} # Remove dashes
-Arrays:
-  {{first(1.items)}}           # First item
-  {{length(1.items)}}          # Count items
-  {{map(1.items; "id")}}       # Extract field
-Dates:
-  {{formatDate(1.date; "YYYY-MM-DD")}}
-  {{addDays(now; 7)}}
-Math:
-  {{round(1.price * 0.8; 2)}}  # 20% discount, 2 decimals
-"""
-### Best Practices:
-- Transform early in the workflow
-- Use filters to skip invalid data
-- Log transformations for debugging
-### Error Handling Pattern
-Graceful handling of failures
-**When to use**: Any production automation
-# ERROR HANDLING:
-## Zapier Error Handling
-"""
-1. Built-in retry (automatic):
-   - Zapier retries failed actions automatically
-   - Exponential backoff for temporary failures
-2. Error handling step:
-   Zap:
-     1. [Trigger]
-     2. [Action that might fail]
-     3. [Error Handler]
-        - If error → [Slack: Alert team]
-        - If error → [Email: Send report]
-3. Path-based handling:
-   [Action] → Path A: Success → [Continue]
-            → Path B: Error → [Alert + Log]
-"""
-## Make Error Handlers
-"""
-Make has visual error handling:
-[Module] ──┬── Success → [Next Module]
-           │
-           └── Error → [Error Handler]
-Error handler types:
-1. Break: Stop scenario, send notification
-2. Rollback: Undo completed operations
-3. Commit: Save partial results, continue
-4. Ignore: Skip error, continue with next item
-Example:
-[API Call] → Error Handler (Ignore)
-           → [Log to Airtable: "Failed: {{error.message}}"]
-           → Continue scenario
-"""
-### Best Practices:
-- Always add error handlers for external APIs
-- Log errors to a spreadsheet/database
-- Set up Slack/email alerts for critical failures
-- Test failure scenarios, not just success
-### Batch Processing Pattern
-Process multiple items efficiently
-**When to use**: Importing data, bulk operations
-# BATCH PROCESSING:
-## Zapier Looping
-"""
-Zap: "Process Order Items"
-1. TRIGGER: Shopify - New Order
-   - Returns: order with line_items array
-2. LOOPING: For each item in line_items
-   - Create inventory adjustment
-   - Update product count
-   - Log to spreadsheet
-Note: Each loop iteration counts as tasks!
-10 items = 10 tasks consumed
-"""
-## Make Iterator
-"""
-[Webhook: Receive Order]
-      ↓
-[Iterator: line_items]
-      ↓ (processes each item)
-[Inventory: Adjust Stock]
-      ↓
-[Aggregator: Collect Results]
-      ↓
-[Slack: Summary Message]
-Iterator creates one bundle per item.
-Aggregator combines results back together.
-Use Array Aggregator for collecting processed items.
-"""
-### Best Practices:
-- Use aggregators to combine results
-- Consider batch limits (some APIs limit to 100)
-- Watch operation/task counts for cost
-- Add delays for rate-limited APIs
-### Scheduled Automation Pattern
-Time-based triggers instead of events
-**When to use**: Daily reports, periodic syncs, batch jobs
-# SCHEDULED AUTOMATION:
-## Zapier Schedule Trigger
-"""
-Zap: "Daily Sales Report"
-TRIGGER: Schedule by Zapier
-  - Every: Day
-  - Time: 8:00 AM
-  - Timezone: America/New_York
-ACTIONS:
-  1. Google Sheets: Get rows (yesterday's sales)
-  2. Formatter: Calculate totals
-  3. Gmail: Send report to team
-"""
-## Make Scheduled Scenarios
-"""
-Scenario Schedule Options:
-  - Run once (manual)
-  - At regular intervals (every X minutes)
-  - Advanced: Cron expression (0 8 * * *)
-[Scheduled Trigger: Every day at 8 AM]
-      ↓
-[Google Sheets: Search Rows]
-      ↓
-[Iterator: Process each row]
-      ↓
-[Aggregator: Sum totals]
-      ↓
-[Gmail: Send Report]
-"""
-### Best Practices:
-- Consider timezone differences
-- Add buffer time for long-running jobs
-- Log execution times for monitoring
-- Don't schedule at exactly midnight (busy period)
-## Sharp Edges
-### Using Text Instead of IDs in Dropdown Fields
-Severity: CRITICAL
-Situation: Configuring actions with dropdown selections
-Symptoms:
-"Bad Request" errors. "Invalid value" messages. Action fails
-despite correct-looking input. Works when you select from dropdown,
-fails with dynamic values.
-Why this breaks:
-Dropdown menus display human-readable text but send IDs to APIs.
-When you type "Marketing Team" instead of selecting it, Zapier
-tries to send that text as the ID, which the API doesn't recognize.
-Recommended fix:
-# ALWAYS use dropdowns to select, don't type
-# If you need dynamic values:
-### Zapier approach:
-1. Add a "Find" or "Search" action first
-   - HubSpot: Find Contact → returns contact_id
-   - Slack: Find User by Email → returns user_id
-2. Use the returned ID in subsequent actions
-   - Dropdown: Use Custom Value
-   - Select the ID from the search step
-### Make approach:
-1. Add a Search module first
-   - Search Contacts: filter by email
-   - Returns: contact_id
-2. Map the ID to subsequent modules
-   - Contact ID: {{2.id}} (from search module)
-# Common ID fields that trip people up:
-- User/Member IDs in Slack, Teams
-- Contact/Company IDs in CRMs
-- Project/Folder IDs in project tools
-- Category/Tag IDs in content systems
-### Zap Auto-Disabled at 95% Error Rate
-Severity: CRITICAL
-Situation: Running a Zap with frequent errors
-Symptoms:
-Zap suddenly stops running. Email notification about auto-disable.
-"This Zap was automatically turned off" message. Data stops syncing.
-Why this breaks:
-Zapier automatically disables Zaps that have 95% or higher error
-rate over 7 days. This prevents runaway automation failures from
-consuming your task quota and creating data problems.
-Recommended fix:
-# Prevention:
-1. Add error handling steps:
-   - Use Path: If error → [Log + Alert]
-   - Add fallback actions for failures
-2. Use filters to prevent bad data:
-   - Only continue if email exists
-   - Only continue if amount > 0
-   - Filter out test/invalid entries
-3. Monitor task history regularly:
-   - Check for recurring errors
-   - Fix issues before 95% threshold
-# Recovery:
-1. Check Task History for error patterns
-2. Fix the root cause (auth, bad data, API changes)
-3. Test with sample data
-4. Re-enable the Zap manually
-5. Monitor closely for next 24 hours
-# Common causes:
-- Expired authentication tokens
-- API rate limits
-- Changed field names in connected apps
-- Invalid data formats
-### Loops Consuming Unexpected Task Counts
-Severity: HIGH
-Situation: Processing arrays or multiple items
-Symptoms:
-Task quota depleted unexpectedly. One Zap run shows as 100+ tasks.
-Monthly limit reached in days. "You've used X of Y tasks" surprise.
-Why this breaks:
-In Zapier, each iteration of a loop counts as separate tasks.
-If a webhook delivers an order with 50 line items and you loop
-through each, that's 50+ tasks for one order.
-Recommended fix:
-# Understand the math:
-Order with 10 items, 5 actions per item:
-= 1 trigger + (10 items × 5 actions) = 51 tasks
-# Strategies to reduce task usage:
-1. Batch operations when possible:
-   - Use "Create Many Rows" instead of loop + create
-   - Use bulk API endpoints
-2. Aggregate before sending:
-   - Collect all items
-   - Send one summary message, not one per item
-3. Filter before looping:
-   - Only process items that need action
-   - Skip unchanged/duplicate items
-4. Consider Make for high-volume:
-   - Make uses operations, not tasks per action
-   - More cost-effective for loops
-# Make approach:
-[Iterator] → [Actions] → [Aggregator]
-- Pay for operations (module executions)
-- Not per-action like Zapier
-### App Updates Breaking Existing Zaps
-Severity: HIGH
-Situation: App you're connected to releases updates
-Symptoms:
-Working Zap suddenly fails. "Field not found" errors. Different
-data format in outputs. Actions that worked yesterday fail today.
-Why this breaks:
-When connected apps update their APIs, field names can change,
-new required fields appear, or data formats shift. Zapier/Make
-integrations may not immediately update to match.
-Recommended fix:
-# When a Zap breaks after app update:
-1. Check the Task History for specific errors
-2. Open the Zap editor to see field mapping issues
-3. Re-select the trigger/action to refresh schema
-4. Re-map any fields that show as "unknown"
-5. Test with new sample data
-# Prevention:
-1. Subscribe to changelog for critical apps
-2. Keep connection authorizations fresh
-3. Test Zaps after major app updates
-4. Document your field mappings
-5. Use test/duplicate Zaps for experiments
-# If integration is outdated:
-- Check Zapier/Make status pages
-- Report issue to support
-- Consider webhook alternative temporarily
-# Common offenders:
-- CRM field restructures
-- API version upgrades
-- OAuth scope changes
-- New required permissions
-### Authentication Tokens Expiring
-Severity: HIGH
-Situation: Using OAuth connections to apps
-Symptoms:
-"Authentication failed" errors. "Please reconnect" messages.
-Zaps fail after weeks of working. Multiple apps fail simultaneously.
-Why this breaks:
-OAuth tokens expire. Some apps require re-authentication every
-60-90 days. If the user who connected the app leaves the company,
-their connection may stop working.
-Recommended fix:
-# Immediate fix:
-1. Go to Settings → Apps
-2. Find the app with issues
-3. Reconnect (re-authorize)
-4. Test affected Zaps
-# Prevention:
-1. Use service accounts for connections
-   - Don't connect with personal accounts
-   - Use shared team email/account
-2. Monitor connection health
-   - Check Apps page regularly
-   - Set calendar reminders for known expiration
-3. Document who connected what
-   - Track in spreadsheet
-   - Handoff process when people leave
-4. Prefer connections that don't expire
-   - API keys over OAuth when available
-   - Long-lived tokens
-# Zapier Enterprise:
-- Admin controls for managing connections
-- SSO integration
-- Centralized connection management
-### Webhooks Missing or Duplicating Events
-Severity: MEDIUM
-Situation: Using webhooks as triggers
-Symptoms:
-Some events never trigger the Zap. Same event triggers multiple
-times. Inconsistent automation behavior. "Works sometimes."
-Why this breaks:
-Webhooks are fire-and-forget. If Zapier's receiving endpoint is
-slow or unavailable, the webhook may fail. Some systems retry
-webhooks, causing duplicates. Network issues lose events.
-Recommended fix:
-# Handle duplicates:
-1. Add deduplication logic:
-   - Filter: Only continue if ID not in Airtable
-   - First action: Check if already processed
-2. Use idempotency:
-   - Store processed IDs
-   - Skip if ID exists
-### Zapier example:
-[Webhook Trigger]
-   ↓
-[Airtable: Find Records] - search by event_id
-   ↓
-[Filter: Only continue if not found]
-   ↓
-[Process Event]
-   ↓
-[Airtable: Create Record] - store event_id
-# Handle missed events:
-1. Use polling triggers for critical data
-   - Less real-time but more reliable
-   - Catches events during downtime
-2. Implement reconciliation:
-   - Scheduled Zap to check for gaps
-   - Compare source data to processed data
-3. Check source system retry settings:
-   - Some systems retry on failure
-   - Configure retry count/timing
-### Make Operations Consumed by Error Retries
-Severity: MEDIUM
-Situation: Scenarios with failing modules
-Symptoms:
-Operations quota depleted quickly. Scenario runs "succeeded" but
-used many operations. Same scenario running more than expected.
-Why this breaks:
-Make counts operations per module execution, including failed
-attempts and retries. Error handler modules consume operations.
-Scenarios that fail and retry can use 3-5x expected operations.
-Recommended fix:
-# Understand operation counting:
-Successful run: Each module = 1 operation
-Failed + retry (3x): 3 operations for that module
-Error handler: Additional operation per handler module
-# Reduce operation waste:
-1. Add error handlers that break early:
-   [Module] → Error → [Break] (1 additional op)
-   vs
-   [Module] → Error → [Log] → [Alert] → [Update] (3+ ops)
-2. Use ignore instead of retry when appropriate:
-   - If failure is expected (record exists)
-   - If retrying won't help (bad data)
-3. Pre-validate before expensive operations:
-   [Check Data] → Filter → [API Call]
-   - Fail fast before consuming operations
-4. Optimize scenario scheduling:
-   - Don't run every minute if hourly is enough
-   - Use webhooks for real-time when possible
-# Monitor usage:
-- Check Operations dashboard
-- Set up usage alerts
-- Review high-consumption scenarios
-### Timezone Mismatches in Scheduled Triggers
-Severity: MEDIUM
-Situation: Setting up scheduled automations
-Symptoms:
-Zap runs at wrong time. "9 AM" trigger fires at 2 PM. Different
-behavior on different days. DST causes hour shifts.
-Why this breaks:
-Zapier shows times in your local timezone but may store in UTC.
-If you change timezones or DST occurs, scheduled times shift.
-Team members in different zones see different times.
-Recommended fix:
-# Best practices:
-1. Explicitly set timezone in schedule:
-   - Don't rely on browser detection
-   - Use business timezone, not personal
-2. Document in Zap name:
-   - "Daily Report 9AM EST"
-   - Include timezone in description
-3. Test around DST transitions:
-   - Schedule changes at DST boundaries
-   - Verify times before/after change
-4. For global teams:
-   - Use UTC as standard
-   - Convert to local in descriptions
-5. Consider buffer times:
-   - Don't schedule at exactly midnight
-   - Avoid on-the-hour (busy periods)
-### Make timezone handling:
-- Scenarios use account timezone setting
-- formatDate() function respects timezone
-- Use parseDate() with explicit timezone
-## Collaboration
-### Delegation Triggers
-- automation requires custom code -> workflow-automation (Code-based solutions like Inngest, Temporal)
-- need browser automation in workflow -> browser-automation (Playwright/Puppeteer integration)
-- building custom API integration -> api-designer (API design and implementation)
-- automation needs AI capabilities -> agent-tool-builder (AI agent tools and Zapier MCP)
-- high-volume data processing -> backend (Custom backend processing)
-- need self-hosted automation -> devops (n8n or custom workflow deployment)
-## Related Skills
-Works well with: `workflow-automation`, `agent-tool-builder`, `backend`, `api-designer`
 ## When to Use
 - User mentions or implies: zapier
 - User mentions or implies: make