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How Do I

Post here if: you're wondering how to do something, whether it's even possible, or don't know where to start.

  • 16,918 Topics
  • 57,577 Replies

5 Common Mistakes to Avoid when Using Zapier

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How to Connect Outlook to Notion - the EASY Way

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16918 Topics

rachael.silvano
rachael.silvanoZapier Staff
posted in How Do I

About "How Do I"

Welcome to “How Do I…” in the Zapier Community 👋. Since you’re here, we want to provide some clarification to the intent of this part of our Community. (For those who have been here a while, this used to be our “General Questions” forum!). What fits in How Do I..:  Anything and everything Zapier Basics All of the app(s) questions you may have Confirming if Zapier can do what you’re looking for Looking for help with building a Zap that you don’t know how to put into words. We like those ones especially.  Some stuff that is better suited elsewhere:  Troubleshooting is a great place if you are looking to get insight on an error message you are seeing or to explore if a workaround exists.  Code by Zapier app, where you can write custom Javascript or Python code (post here instead) Webhooks by Zapier, where you can send data to a specific URL (post here instead) Zapier platform/developing an app integration (post here instead) Tips/tricks that you want to share with the Commu

10
rachael.silvano
1 year ago
M
Muhammad MaisamBeginner
asked in How Do I

How do I ensure new users created via Zapier Table to Google Admin receive sign-in instructions?

Hello , I need help figuring out an issue . I am creating a zap where if there is a new record in Zapier Table , it will create  a new user on Google Admin . The thing is that the users are being created successfully , however they are not receiving sign in instructions through which they need to sign in . 

5
M
3 minutes ago
Y
Yahor KancharNew
asked in How Do I

Dynamic positioning of Sticky notes in Mural

I want to export my saved notes from Slack to Mural in the special area one under another. I found the way how to export them and place in the area, but all of them were created in the same position in the Mural. I don’t understand how get the position of the lowest note in the area and use it for a new sticky note’s position

3
Y
27 minutes ago
A
Ash_FishmanBeginner
asked in How Do I

Multiple RSS

hey how can i set up multiple RSS feeds? I want to set up more than one RSS for different clients. Is that possible? Can i create different RSS feeds with Zapier? and they won't overlap? and can i name them ?

0
A
29 minutes ago
I
ienmvlwBeginner
asked in How Do I

How to get attachments from my last seven emails into one email pdf attachment

Hi, New to this, here is what I am trying to do : I have 7 different people email me a picture everyday.  How can I get all those 7  ​​​pictures into one PDF document that is sent to a different email address?

3
SamB
Community Manager
1 hour ago
S
sydstoneNew
asked in How Do I

Setup Hubspot deal to create Shopify Draft order

Hi all, I am trying to have a setup where a new Hubspot Deal that is marked as CLOSED WON will create a Shopify Draft Order. I seem to be running into a roadblock because Shopify needs the email address for the associated Hubspot Deal contact. However i cannot seem to pull the associated contact information from the deal?Any suggestions on how someone would build this out?We have line items in our Hubspot deals and i am hoping that those will match up to my Shopify products and create draft orders.

8
S
1 hour ago
S
SamiJNew
asked in How Do I

tryinteract.com Connection?

My client has a Quiz on tryinteract.com - and would like this linked with her Kartra account.The problem is that I don’t see “tryinteract.com” on the list of apps. I’m very new to Zapier and I have no idea what to do to connect the contact info of the people completing the quiz to Kartra.Any help would be greatly appreciated. 

1
jayeshkumarbhatia
2 hours ago
M
MarketingwithmentorNew
asked in How Do I

Connect specific Sendlane list with Aweber

Hey, how can I connect specific Sendlane list with Aweber? Only option I see is “contact saved” but I need to trigger only if contact is added to specific list on Sendlane then add to specific list on Aweber. Is that possible?

1
jayeshkumarbhatia
2 hours ago
L
LiamMcilveenNew
asked in How Do I

Hubspot Invoices

I would like to have Invoices created in Xero, which are currently synced to Hubspot, to be linked with a Deal of the same name. Currently Xero is integrated using the Hubspot markeplace integration, this hands contacts and invoice sync.Zapier is currently using new Xero Invoice to create a Deal in Hubspot, and update once paid to close.Currently the Invoice and Deal that relate to the same sale, are not linked. I want to fix this.Invoices don’t appear to be an available trigger. Eg. ‘New Invoice Created’ in Zapier.Invoices also don’t appear in an associated search of the Contact that has an Invoice.Any advice, is this possible? 

5
ken.a
2 hours ago
michael291
michael291Builder
asked in How Do I

The best way/method to encode an URL?

Hello,  I have created a complex link with around 25 parameters that I want to use in a button link in Mailersend.com.The link  looks like: http://domain.com/?parameter1=value1&parameter2=value2&parameter3=value3… etc.The problem is that some parameters contain special characters, spaces etc.. Therefore I need to encode the URL. Which is the best way to do this? I saw that Zapier has a “URL Encode” feature. Do I have to encode each parameter value (i.e. value1, value2, value 3 etc.) individually or can I encode the entire URL?What is the best way? Thanks for your help, Michael

8
michael291
4 hours ago
teereximus
teereximusBeginner
asked in How Do I

How do I grab attendee email list from a meeting and send them a direct message in Slack through Zapier?

Hey friends!I’m trying to create a workflow where I can do the following:Hit a trigger Grab the attendee email list of the next meeting/meeting that just started (give or take 5ish minutes) Find those contacts in slack Send them all a “running behind - sorry!” late direct message :)Getting stuck on #2 here. I don’t know how to manipulate the available fields to find this specific meeting record. Can anyone help? Thanks!

12
ken.a
4 hours ago
J
jenna49New
asked in How Do I

Getting HubSpot Records with Specific Association Label

Hi there, we have a zap that is triggered when a HubSpot deal reaches closed won. When that happens, we want to get a record of all the contacts related to the deal with an association label of ‘consultant.’ When I use the ‘Get Contacts’ HubSpot action, it doesn’t pick up on their association label (they show as null even when not null), and even if it did, it is it obvious how to separate out which contact(s) are the consultant and which have different labels.  Has anyone been able to solve this?

0
J
4 hours ago
M
MarthaNew
asked in How Do I

Exporting all my google contacts to Notion

Hello! I´ve been trying to export all my google contacts into a Notion database but as not all the contacts are new nor have updates none of the triggers defined work for me.I´ve even tried creating a tag (group) in google contacts, tagging all my contacts with that “tag” and setting the zapier trigger in “New group” but it doesn´t work either.I want to be able to synchronize my google contacts with my notion database from now on (new contacts and updates in google contacts to be synchronize on my notion database), and for doing that I think I need the google id for each contact, which is the field “original id”.I´ve also tried deleting all my contacts from google contacts and “creating” them again using a google contacts csv file I have previously generated with all my contacts (before deleting them). Having done this, I use the zap with the trigger “new contact” and it uploads around 400 of the 973 contacts, but after doing that It just stops and doesn´t upload new contacts in notion

1
ken.a
5 hours ago
DEEDA
DEEDABeginner
asked in How Do I

Create a Google Doc from a template, how to convert HTML content (tables) when injected in markers

 Hello !Use case is quite simple : every month airtable export HR counters (table of 6 rows), list of days off and list of worked days. an automate performs a 3 “Find records”, one per table, and trigger a Zap with a webhook webhook contains the tables in html format :   the Zap use a Google Docs Template as below and should insert the html code provide by the webhook inside each markers : {{compteur}}, {{absence}}, {{travail}} Issue is that the HTML is not converted into table and displayed “as-is”, making the doc useless.Is there a way to manage this case ? I’d like to avoid the “Append doc” which is not working well. Thanks

2
DEEDA
5 hours ago
Phil Robbins
Phil RobbinsBeginner
asked in How Do I

How do I parse out Smartsheet row data from an API call for use as line items?

Hey there folks,I’ve been trying to set up a Zap that takes Smartsheet row data and creates a multi-line Xero invoice. One of my efforts has yielded inconsistent behaviour detailed in this thread, so I have tried another method using a GET Sheet API call. This has pulled the sheet data fine, but I’m struggling to manipulate the row data into a form where I can use it as line items for the Create Invoice step in Xero.I’ve managed to use a Formatter step to extract the row IDs from the sheet. My plan is to pass these through a loop and perform a Get Row API call to get the row data. Again, the data has pulled through, but the way Smartsheet provides its cell data consists of a Column ID, a Value and a Display value as follows:This means that when I try to reference these values in a subsequent step, they are grouped by the data type name and are not available individually:I’ve then tried another line item Formatter step which gives me the following:But if I then try to reference the outp

10
T
6 hours ago
Y
youremailbaeNew
asked in How Do I

Stripe Payment Link Zap

I am trying to create a Zap when someone buys a product via a payment link. I am not sure what the filter needs to be. I am sending them to my CRM so they get a link to book a call 

6
Y
6 hours ago
T
The Box CompanyBeginner
asked in How Do I

How to adjust multiple email outputs in a single task without creating multiple formatter actions?

Hi ,  I'm having trouble with getting multiple outputs out of 1 email body. I have already formated the data into different outputs by splitting text:   These outputs still contain the name of the output. Is there any way for me to adjust these outputs in 1 task? For example remove text that contains :. Can't find a way other then creating a format step for every output. But that's to many tasks.  Thnanks!

2
T
6 hours ago
D
DoicBeginner
asked in How Do I

How to create or update a date field without time in Notion using Zapier?

Hello,I can’t find a way to create or update a date field without the time in Notion.I tried to send a “YYYY-MM-DD” date, but Zapier automatically format it to ISO Datetime (with time set to 00:00:00.000).Data received by Notion is correctly understood, but it changes the display of the value in my table - even if my setting in Notion says not to include time.For what I understand, the problem could be solved if Zapier was sending the date without any time.I tried Zapier date formatter and other javascript solutions, all the time it gets converted back to an ISO Datetime at the request level.Last solution would be to build the whole API request myself, but I thought it would help others if it was possible simply through Notion Integration ?

6
T
6 hours ago
A
Andrew Recruit10Beginner
asked in How Do I

Microsoft Dataverse connection please

Has anyone managed to connect to Microsoft Dataverse? If so what are the steps?

5
ken.a
7 hours ago
N
ninefivefreeNew
asked in How Do I

Find a File in Google Drive Based on a Variable Name

I have a zap that sends information to ChatGPT. I want to bring this information over to Google Drive inside of a Google Doc.First, I want Zapier to look for a file in Google Drive based on a date (20240415 - YYYY/MM/DD). If the file does not exist, I want it to create that file with that file name. If the file does exist, it would append the information from ChatGPT into that Google Doc.That’s not difficult.The part that is tricky is that I want the date to be variable. If the Zap is running today (20240415), it should be looking for tomorrow’s date (20240416). Then if the zap runs tomorrow, it should be looking the following day’s date (20240417).It’s essentially compiling news stories and information for me a day in advanced, but I don’t know how to get that date to be variable. This is all I have so far because I’m stuck on the “Required file name” in Google Drive. 

3
ken.a
7 hours ago
A
AyushanandNew
asked in How Do I

Download Images from password protected url

I have a rss feed that needs authentication using username and password, the image links that are pulled also need the same authentication with password and username.Google drive is not able to download from the link as it is protected. Web hooks is not working even with credentials. Please help. Thanks,  

1
ken.a
7 hours ago
D
deadeNew
asked in How Do I

Send empty fields to erase existing attribute data

I am using a Google sheets > zapier > ESP zap to update contact data. I want to send empty fields to erase existing attribute data in the ESP. The automation currently seems to only be sending fields with values and not sending empty fields (When I send a zap, existing attribute data remains in fields where the current field is empty). Please tell me how to build a zap so that it sends empty fields.

3
Troy Tessalone
11 hours ago
A
AaronBNew
asked in How Do I

Sharepoint Intergration Jotform

I am trying to link my Jotform to auto create a Sharepoint List and just keep adding to list after each submission. is this possible or what do you think best way of going about this is.  Thanks

1
Troy Tessalone
11 hours ago
K
KJBNew
asked in How Do I

How do you get live help in Zapier?

How do I get live support in Zapier? I have the pro plan, and frankly, I can’t reach anyone but a bot that does not work. They say to email them but then provide no email. 

1
Troy Tessalone
14 hours ago
E
EDMCNew
asked in How Do I

How to have Jack Rabbit to connect to Enrollio?

I’m new to working with workflows.  I’m trying to connect my Jack Rabbit class account to my Enrollio platform to increase automation and tracking.  I’m not sure I have my Zap set up right because I’m not seeing new accounts made in Jack Rabbit showing up in Enrollio.  Is there someone who can help me see what I’m missing.  I’m trying to create a tag on these new account from the enrolled status.

3
Troy Tessalone
14 hours ago
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