About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials Zapier University 101

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Popular Apps Q&A Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

Interest Areas User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier University Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Get Help

Find answers to your questions. Ask the Community for help or hire someone to help you.

15744 Topics

AndrewJDavison_Luhhu
AndrewJDavison_LuhhuCertified Zapier Expert
asked in How Do I

Can anyone help this person split a date without a formatter step?

r/zapier - Adding a Date Stamp to Excel Basically they want to write {{zap_meta_human_now}} to a cell in Excel, but without the time bit. They are on a free plan so can't use a formatter step.I'm certain there must be an Excel formula that could wrap around it that would drop the time bit once it hits Excel, but I'm no expert with that

3
PaulKortman
3 years ago
P
pim
asked in How Do I

Creating dynamic fields based on Google Sheets

As a marketing agency we spend a lot of time on reporting. For larger clients a custom dashboard is created, but this is not always feasible for smaller clients. So, we update them weekly with metrics such as impressions, reach and sales through e-mail.Running reports from multiple data sources (Facebook, Google Ads...) and typing statistics in a mail is a waste of time. Ideally we want to automate this reporting by sending campaign managers weekly e-mails with the latest statistics.Tools such as Supermetrics and Funnel can update metrics from almost all advertising channels periodically in Google Sheets. Unfortunately, it is not possible with Zapier to select the contents of specific cells and convert them to dynamic fields we can use in Gmail.An example of this automation would be a weekly mail that contains the following, with dynamic fields as brackets:--Hi {client},Quick update on your {channel} campaign. {Previous week} your {channel} campaign had {amount1} {metric1} and {amount2

3
PaulKortman
3 years ago
B
BADGROOVY
asked in How Do I

Read an Excel file saved in One Drive

I know it is possible to extract data from excel files in One Drive using the Microsoft graph API.Is Zapier able to read Excel data hosted in One Drive?

3
AndrewJDavison_Luhhu
3 years ago
S
shareberg
asked in How Do I

Creating a Zap in Airtable when I hit a targeted sum

I have created a table in Airtable in which I have a running sum at the bottom of a particular field. I would like to create a zap when the sum for that field hits $50,000 and then one for when it hits $75,000. I can't figure out if it's possible to have a particular sum as a trigger since the sum is not part of a record. Thanks!

3
S
3 years ago
S
Suhaib
asked in How Do I

Pipedrive new API updates

Hello Team, I just want to make sure that our old Zaps won't be affected by new Pipedrive API updates, and i want to ask also about the new Pipedrive app update here in Zapier. Anyone can explain to me ?Thanks

3
Danvers
Community Manager
3 years ago
jake_the_guy
jake_the_guy
asked in How Do I

Difference between Hubspot and Hubspot CRM?

Hey!Working with Hubspot in Zapier I notice that there are two associated "Apps" for Hubspot, one called "Hubspot" and one called "Hubpot CRM". I find that they each offer slightly different functionality. Does anyone know what the official difference is between these two apps?Best,Jake

3
jake_the_guy
3 years ago
A
Aleesa
asked in How Do I

How do you use Zapier to make an hour tracking automation for projects from Google Calendar?

I am trying to connect Google Calendar to Zapier to track the number of hours each team member spends on a project.

3
PaulKortman
3 years ago
jake_the_guy
jake_the_guy
asked in How Do I

Editing Zaps across team member accounts...?

Hey there!I'm working with a team member on a particular zap. I've shared the zap with him and he is able to view each step of the zap and turn the zap on and off as he pleases. But it doesn't seem he is able to make any changes. I just want to make sure there's not something I might be missing. As the Zap owner is there anything I might be able to do to let him a team member make changes to the zap?

3
jake_the_guy
3 years ago
G
gwen1299Beginner
asked in How Do I

Zap works in test but not when turned on

I am trying to create a completed task in Salesforce when I send an email. I send the email from our on premise exchange server and use Saleshandy to track them.I set up the Zap to catch a webhook when Saleshandy logs a sent email and check it against a list of my accounts in Google Sheets (to make sure that only my accounts are being updated) and then log a completed email task in Salesforce.When I run the test, I get the completed task in Salesforce. When I have the Zap turned on and I send an email, nothing happens.Any help would be greatly appreciated.Thanks!Jenn

3
AndrewJDavison_Luhhu
3 years ago
N
neilaschneider
asked in How Do I

Multiple instances of titlecase in FORMATTER

Can you run several fields of data through the titlecase formatter? In other words, can I add a comma and do Name, Company and Address? in the same step?

3
AndrewJDavison_Luhhu
3 years ago
PaulKortman
PaulKortmanCertified Zapier Expert
posted in How Do I

Parser by Zapier vs Mailparser.io

Hi y'all. I often have this question come up and I'm never quite sure why/when a client/zap should switch from parser by Zapier to Mailparser.io. I know the answer generally is when the templates of the emails are more complicated. But what specifically does that mean?Aka what are the "if this" statements that help you determine when you need to plan on using mailparser.io versus the native parser by Zapier?

3
BlakeBailey
3 years ago
I
IcarusZapsBeginner
asked in How Do I

Line Item Usage

I seperated an HTML email by line items. I have lines 3 and 4 which have the customers First and Last nameso like0. Title1.other text2. Other text3. FIRST NAME4.LAST NAMEI want to use those lines 3 and 4Specifically, I want to input those to the step where Insightly CRM searches for that customer in the database OR creates them. When I click the option to enter a field, it only shows me the entire section of all the lines. I don't get an option to choose Line 3 or Line 4 individually.Is that possible? How do I use the line item

3
AndrewJDavison_Luhhu
3 years ago
Robert_Segelquist
Robert_SegelquistTinkerer
asked in How Do I

Google Doc Template Number of Fields Limit

I'm probably overworking the creation of a project, but I've built a template in Google Docs, but I'm only getting 10 fields showing up in the zap that I can fill. Is that a limit built into Zapier?

3
Danvers
Community Manager
3 years ago
P
Peter
asked in How Do I

Zap should only work Mo-Fri 9.30-12.30

Dear Zapiers,I'm working with Zapier, and the Zap right works fine, but I need a Delay build in, or a some kind of scheduling in front. so, what may Zap is doing in Pipedrive: It's looking for new Deals in a specific Pipdrive-Filter, and if a deal appears in that Filter, the Zap is moving this Deal to a different Stage in Pipedrive. But I want this moving only to take place on Monday-Friday 9.30.-12.30So I think a "delay by Zapier" would be the choice here, but I'm not able to input my requirement... Could someone help me with that?thanks a lot!

3
Danvers
Community Manager
3 years ago
TheRebelMC
TheRebelMC
asked in How Do I

Amy other record labels using Zapier?

It would be really useful to link up with any other record labels that are using Zapier within their business.I am particularly interested in any useful ideas or solutions for integrating Bandcamp and automating Bandcamp functions.Thanks

3
PaulKortman
3 years ago
Martinewski
MartinewskiTinkerer
asked in How Do I

Can I add business days to a formatter calculation?

I need to add n business days to the current date/time in formatter, so I can use that date later in my Zap. Is this possible?

3
PaulKortman
3 years ago
G
gavinschriver
asked in How Do I

Don't see line items section?

I'm trying to get the creation of a new invoice in QuickBooks to trigger the updating of a Google Sheet, so that every row in the sheet's "Product" column that matches a product name in a line of the invoice gets that line's quantity added to the next column over, the "Count" column. For instance, if I make an invoice for 2 of Widget A and 3 of Widget B, the zap finds the Widget A and Widget B columns I have set up in the sheet, and then in the next columns over, adds 2 and 3 respectively to the "Count" cells. I've managed to set this up fine when there's only 1 product on the invoice, but when I go to use Line Items in my GS action - Find Many Spreadsheet Rows (With line item support) - there's no section for line items! I made sure I selected the QB trigger New Invoice (With line item support), even though weirdly enough the "line item" part of that title doesn't show up in the outline. For what it's wort

3
PaulKortman
3 years ago
C
CIRI
asked in How Do I

How to import Google sheet to MailShake via Zapier?

I would like to use the same template that I'm currently using on my Google Spreadsheet, is there a possibility that I can import the spreadsheet to Milkshake via Zapier? Everytime I sign in to Mailshake within the Zapier, there's an error.

3
steph.n
2 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuCertified Zapier Expert
posted in How Do I

Tutorials for Zapier

So, now it’s 2020 I’m going to start experimenting with creating some Zapier video guides.Not sure what the end product here will be, but I’ll start small and see where things end up.Question: What stuff in Zapier is hard/confusing for people?

3
PaulKortman
3 years ago
B
bharatkumar
published in How Do I

Template which does not require Zapier login

Dear Team,I am working with Zapier template embedding part where I have seen that user must have to logged in before to create a app. I can understand that but is there any way where user does not required logged in instead of that app will be created to provider's account?Thanks,Bharat

863
Danvers
Community Manager
3 years ago
M
mattgammarayz
asked in How Do I

Finding Evernote notes and adding a tag if certain conditions are met

Hey guys, is it possible to find Evernote notes with a certain tag (e.g. Blank), parse a date out of the title, then give them a new tag (e.g. Delete) if that date is in the past?

3
Danvers
Community Manager
3 years ago
L
LynnHayes
posted in How Do I

Need some paid help please!

My zap connecting my Facebook page to Evernote hasn't worked since October and I can't seem to set it up properly. This would be a one time small project but much appreciated.

3
TheDavidJohnson
3 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuCertified Zapier Expert
published in How Do I

Paid Work Offered: Build a JotForm -> WorkflowMax zap (WorkflowMax not currently on Zapier)

We received the following inquiry, but we don't build custom integrations, so I'm posting their details (with permission). If anyone is keen for the work, please contact Chris directly to discuss===Name: Chris DrinkwaterEmail: chris@rspartnership.co.ukWhat do you need help with?: I would like a quote for a connection between something like JotForm and Xero Practice Manager (WorkflowMax) so that the onboarding of new clients doesn't involve multiple duplicate entries. If possible I would like additional advice as to how to get other softwares to become apps on Zapier so that we can further automate things.===

55763
TheDavidJohnson
3 years ago
Chris
Chris
asked in How Do I

Basecamp to Mailchimp Zap

Hello Everyone!I am trying to setup a zap where when a new comment is posted in a Basecamp project, that note UPDATES a Mailchimp campaign and then SENDS the campaign. I'm able to throw the comment from Basecamp into a new campaign "Create Campaign in Mailchimp" and then send the campaign "Send Campaign in Mailchimp".But my problem is, I don't want a new campaign created every single time. I just want a Mailchimp campaign to be edited THEN sent. Is this possible? (see attached photos).

3
TheDavidJohnson
3 years ago
M
MyAngelMiia
asked in How Do I

top / popular Subreddit post to tweeting an image

I'm trying to take popular/top reddit posts and tweet them out on a twitter similar to https://twitter.com/OsuGameTweet but with images instead of text. My subreddit is /r/OneTrueMiia, and my twitter account is @OneTrueMiia and I'm trying to take popular posts to twitter to make it easier for users.

3
AndrewJDavison_Luhhu
3 years ago
Terms & Conditions