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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.

  • 16,956 Topics
  • 57,687 Replies

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16956 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
J
jellyveNew
asked in How Do I

How to review changes between versions (especially the draft version)?

Is there any way to see the differences between zap versions?I know I can open the different versions from the version tab, but what I’m after is to see what’s changed between versions.Ideal solution would work for the draft version as well - when I go to edit a zap it asks if I’d like to overwrite the draft, but at the moment I don’t know whether the draft actually has any changes compared to the published version...

0
J
2 hours ago
N
NewNewNewNewNew
asked in How Do I

Google Calendar - Adding Specific Times

Hi, We have a form that tracks requests for time off for our employees. The form works perfectly except for the fact when someone inserts the date they want to take off it automatically puts it at 7AM. We would like to have it so that when our employees fill out the form it inputs the specific times for the start and end dates. For example, we want it such that if you enter 8AM in "first day time" and 9AM in "last day time" the calendar invite will be from 8AM to 9AM and not just 7AM flat. I tried to insert the “first day time” and “last day time” in the action, but I was unsuccessful. This is important for employees taking an hour or two during the day for an appointment. Conversely, if the employee is taking multiple days off we could instruct them to make the start date 8AM and end date 4PM. Any thoughts on how fix this issue? 

1
Troy Tessalone
3 hours ago
D
dariobirdieAINew
asked in How Do I

How do I save my users response in a chatbot to later use them in a email?

I’m creating a virtual quoter for freights, I’m using zapier chatbot with GPT3.5, and will input this chatbot into an interface later on.How it works, is that the Chatbot ask a series of questions, like: Origin and destination of the shipment: Where will the shipment be from and to? Type of merchandise: What type of products do you wish to send? Weight and dimensions: How much does it weigh and what are the dimensions of the cargo? Shipping date: When do you plan to send the cargo? Then the user response with:From Shanghái, China to Long Beach, California Full container of copper cables Standard 20 feet container and weight 20 tons 30 of may of 2024I want to then use that fields in a email template, it would look something like this:Hi (Freight Forward Company)!User #1 wants to quote a freight the specifics are as follow:(Response from answer #1) (Response from Answer #2) (Response from Answer #3) (Response from Answer #4)Anyone can help me with this?Thanks a lot!  

0
D
5 hours ago
Davidh88
Davidh88Zapier Expert
asked in How Do I

Pricing for Interfaces, Tables & Chatbots

I am confused by the way the pricing of the Add-ons is presented.  I have asked Live chat support for clarification but they are equally confused.The way the pricing look is the to add-on Interfaces cost $20 /month + Tables  cost $20 /month + Chatbot cost $20/month.That is just not competitive in the AI workflow builder landscape!Am I misunderstanding this?

1
Troy Tessalone
6 hours ago
S
signal15New
posted in How Do I

Solution to do partial matches with the Find Record by Query in Salesforce

I couldn’t find a solution for this, and the only article that referenced this was from 2 years ago and said it’s not possible.  After messing around with this, I figured out a solution.  I was searching for an Account by the (partial) name.  In the WHERE field, put: Name LIKE '%yoursearchstring%'“yoursearchstring” can be a field pulled from another action.  Note that the single quotes and the percent signs are required for this to work.

0
S
8 hours ago
C
carleylahiff8896New
asked in How Do I

ServiceProviderPro & Hubspot

I need help taking the invoice information from Service Provider Pro to Hubspot. I believe this would be done using associated contacts in Hubspot and finding deal info? But basically I need to match the contact and invoice info and put it into hubspot.

0
C
8 hours ago
J
joxnerNew
asked in How Do I

How to know if a task is not being used within a Zap and is redundant

I have a large Zap within many tasks contained within.  I believe there are a lot of redundant tasks contained within the Zap but unsure which tasks are in fact redundant. Is there a way to map or find out if a task is being referenced or used later within the Zap other than having to manually check each and every subsequent task? For example, I have several “Formatter by Zapier” tasks high up in the process of my Zap but don’t believe that all of these tasks are later needed within my Zap and therefore, can be removed. 

1
Troy Tessalone
8 hours ago
E
EOBMarcusNew
asked in How Do I

Zenoti and Shopify Order Creation

Hey Zapier Community, I have a zap setup which feeds orders from our clinic / bricks and mortar retail through to Shopify using the ‘Create Order’ action. All works well however there are some minor quirks I’d like to address and wanted to see if anyone else has seen these issues before. Sales Channel - Currently the orders have blank sales channels in Shopify, is there a way to create a Sales Channel to attribute these orders to? There is no function to edit an order in the event of a refund - is there a workaround to lookup an order and amend the order if our clinician software sends through a refund?Clinic software is ZenotiEcomm platform is Shopify

1
Troy Tessalone
11 hours ago
X
xcsmallNew
asked in How Do I

Look up table greater than

Hello,On one of my Zap I’m using a look up table.Based on the total number of orders made by a client, the person is sent in a specific list in my autoresponder system.I’ve currently created 40 entries but I was wondering how I could make greater than 40 without manually continue creating a longer list.I saw some people refering to code but I’m not sure how to do that, could someone give me a hand?The list is different up to the number 11 and then greater than 11, the person is sent to the same list. Many thanks and kind regards,Géraldine

3
Troy Tessalone
11 hours ago
M
Max-MPSNew
asked in How Do I

Problem of temporality

Hello everyone,I would like to set up a scenario during which any new person entering a Notion database will receive : The next day: 1 email + 1 SMS The day after, only if their status in my Notion database hasn't changed in the meantime: 1 email reminder + 1 SMS reminderHowever, I'm encountering 2 problems that seem to me to be linked to the temporality of events:Issue 1: sometimes, a person's phone number is entered manually in Notion a few hours after the creation of their file. In this case, he never receives the SMS, as if Zapier didn't take into account the information entered after the file was created in Notion. However, I set up step 3, "Find database item in Notion", so that Zapier could fetch the phone number information. Issue 2: when I change a person's status in Notion to exclude them from the scenario, Zapier automation continues to work. It's as if, once again, Zapier doesn't take into account the information entered after the file was created in Notion. However, I've s

3
Troy Tessalone
13 hours ago
M
Muhammad MaisamBeginner
asked in How Do I

How do I correctly set a Zap to schedule meetings on the first Monday of the month using Zapier?

So I am creating a zap where if the meeting is scheduled on the “First Monday Of The Month “, it should convert it into the date of that month . For example the next first monday of the month would be  6th May 2024 ,however for some reason for me the call gets scheduled on  22nd April 2024.  Can anyone guide me?   

9
Troy Tessalone
13 hours ago
H
hannah LBeginner
asked in How Do I

How do i take multiple possible input options value and transform that into a specific value

Hello, I’m hoping this is an easy answer! I am looking to  The app i am posting my webhook to has very specific rules for what they can accept . for example for the field “loantype” if i sent in Fixed that would fail the push. So i am looking to use a text formatter in the previous step  so for example if the first step sent back a value like “Fixed” i would want to transform that text into “Conventional”. 

1
Troy Tessalone
13 hours ago
M
Marketing SESIOMNew
asked in How Do I

how to retrieve data from Google Analytics 4 and put them on Google sheets

Hello, I want to retrieve data from Google Analytics 4 and put them on a spreadsheet on Google Sheets but I don’t understand how to do it. Can you help me ?

1
Troy Tessalone
13 hours ago
G
GoyoNew
asked in How Do I

Kajabi and vbulletin

Hello, It’s possible to conect Kajabi with an vbulletin forum using Zapier? If it’not possible, which forum can be connected wih Kajabi using Zapier? Thanks very much.

1
Troy Tessalone
13 hours ago
L
LuisTBeginner
asked in How Do I

Is it not possible to edit excel files in Sharepoint sites?

This post was split from the topic: Hi @ken.a,Thanks for the reply - that solved the issue.Another follow on question - is there any way to edit excel files in Sharepoint sites?  I’m trying to copy an excel file into the sharepoint and then edit a row, but I can’t seem to load any files from the sharepoint, and the only folder is ROOT?Thanks!Luis

1
SamB
Community Manager
14 hours ago
E
evilsizorNew
asked in How Do I

Create a new Google Doc and embed a photo from various photo sources (Google photos, screenshots, etc.)

Hi, Just like the subject line reads, I’m trying to save “saved” photos (Google photos, screenshots, etc.) to a Google Doc such that I can then comment on it, take notes, etc. That is, I’m not trying to merely upload the photo to Google Drive, I’m trying to use the photo as a trigger to first create the Google Doc, then embed itself within the Google Doc. Too easy, right?  :) An example might be taking a photo of my journal. Zapier would shoot that photo to a Google Doc where I could then voice type some additional notes/thoughts, etc. I realize Evernote probably does this in super easy fashion, but I’m trying to keep everything in G Suite so I’m not searching across multiple platforms.  Anyhow, more why than you probably needed, but that’s what I’m trying to do. Any help would be super cool! Cheers, Josh

11
R
14 hours ago
N
NicoleSigaudNew
asked in How Do I

How to append a new Dropbox link to existing text in WordPress using Zapier?

So far, my Zap is the following:New File in Folder in Dropbox (done, works fine) Substitute 3 last characters of the public link so the image shows on a WordPress page (done, works fine) ----- now comes the mess.. what am I supposed to do to append this new link to an existing text?I don’t want all my page to be “updated” (which means that everything will be erased and replaced by a new text), I want it to be appended.Anyway, this feature is what will make me keep my account in Zapier or not, and get my refund. 

4
SamB
Community Manager
14 hours ago
E
ElliottFBeginner
asked in How Do I

Shopify > Google analytics updating cancelled orders

Hello,I am wondering if there is a way to upload refund data to Google analytics from Shopify? I can’t see any actions which are linked to enhanced ecommerce..Thanks!

2
SamB
Community Manager
14 hours ago
M
MarinaVBeginner
asked in How Do I

How do I ensure Custom Events appear in Google Analytics 4?

I’ve tried all possible event setup options for Google Analytics 4, but the events are still not appearing in Analytics. Is there a guaranteed instruction that ensures the appearance of a custom event in my Analytics reports?

5
SamB
Community Manager
15 hours ago
S
sKunZelBeginner
asked in How Do I

How do I pass responses between two GPT assistants and update Google Sheets from the third row in Zapier?

Hello Zapier Support Team,I've been working on setting up a ZAP that involves interactions between two GPT-based assistants followed by updating a Google Sheet. However, I've encountered a couple of issues that I'm hoping to get assistance with.First Issue: Reusing Answer from the First GPT Interaction in the Second InteractionMy workflow involves two separate interactions with GPT-based assistants. The first interaction generates an answer that I need to use as input for the second interaction. I'm having trouble figuring out how to pass the answer from the first GPT assistant to the second one within the same ZAP. Could you provide guidance or steps on how to set this up?Specifically, I'm looking for how to:Capture the response from the first GPT assistant effectively. Pass that response as an input to the second GPT assistant.Second Issue: Specifying Google Sheets Filling to Start from the Third RowAdditionally, I need to update a Google Sheet with data resulting from the interactio

9
S
16 hours ago
L
LYDNew
asked in How Do I

Still no mailchimp customer journey?

I want to add a note to a CRM whenever someone clicks a link in my customer journey emails. But it says that it only supports an outdated feature called “classic automations”. I’ve found this thread and does it mean that in 2 years, the devs didn’t add this feature?

0
L
17 hours ago
R
RubyxBeginner
asked in How Do I

How do I select the "CRM Event Set ID" to track TikTok conversions using Zapier?

Hi guys,I’m trying to track TikTok conversions using Zapier.I can login to my TikTok Ads account from Zapier but then I can’t select the “CRM Event Set ID”.Nothing is available.  How to fix this? Thank you

7
ken.a
17 hours ago
A
AnastasiaTinoNew
asked in How Do I

How do I sync Clockify time tracking updates with "Actual Time" field in Asana tasks using Zapier?

Hey, everybody. In our team we use Asana as a task manager and Clockify as a tracker. The task is to synchronize the time every time a team member stops the time in Clockify and update the time in the task in the "Actual time" field. The challenge is to make a dynamic Zap that will automatically look for a task and update the "Actual time" depending on the user, project and task. Is it possible to do this ?   

1
ken.a
17 hours ago
ElPorvenir
ElPorvenirNew
asked in How Do I

Can I transfer an Unsubscribe from Constant Contact to Salesforce?

Hello - Is there a way to transfer an Unsubscribe from ConstantContact to Salesforce? We want to ensure that our system of record, Salesforce has this data. 

7
ken.a
18 hours ago
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