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I’m new to Zapier and trying to build an automation that allows for filtering a spreadsheet (Excel or Google Sheets) daily and then sending each individual row a customized text reminder via Twilio. I understand that there is connections to Google Sheets, Excel, and Twilio via Zapier (referenced this article) - which is great! I’m struggling to understand what the capabilities are beyond triggering an SMS message for a specific event (new row, new worksheet, etc). I really need to interact with an entire spreadsheet following the below steps:Scheduled trigger via Schedule by Zapier to run daily Get dates + format dates to identify if Monday, Tuesday, Wednesday, etc when the automation runs Apply filter to Google Sheets for a column “Day” to dynamically identify if Monday and only return records listed for Monday. Using a loop/batch type function to treat each individual row as unique and push to Twilio to send a dynamic message to each row.It looks like there are limitations for “look
I am setting up an integration between salesforce and unisender. The fact is that when I get to the last stage, where I need to select the Contact list, to which the contact will be added in Unisender, I face difficulties I choose a custom field instead of a ready-made list in Unisender. This custom field contains Id Contact List from Unisender. When I test the trigger, why doesn't the contact get into the Contact List (that is, Zapier does not understand that my custom field has an ID Contact List).
Hi, I looking for some direction on how to approach a problem I have using the Zapier Formatter. I’m trying to process orders from our e-commerce application Foxycart using Zapier Formatter. I’m able to pull orders from Foxy and using the Iine Item to Text utility in Formatter I can convert this to a CSV… until a line item has options. Below is an example of one line time that has optional values for ‘Colour’ and a second option ‘Picking Location’. The second option also has a value, it just does not appear in the image below.I’m assuming that I need I need to add additional formatter steps to convert these nested options to line item values but have no idea how to do this. Any help would be greatly appreciated.AndyK
I am a writer and a very large portion of my time is spent finding calls for story submissions, bookmarking the calls (sources of calls are posts in Facebook groups and in email from newsletters that link to the publisher’s website where all the details are posted in a blog post) (bookmarking or leaving 50 browser tabs open with the various calls), and then manually transferring the information to a tracking spreadsheet (Excel) - publisher, theme, due date, word limit, count, etc. Another similar process is tracking writer and fan conventions - dates (add the event name and dates to my google calendar) and relevant deadlines for applying to be a panelist, registering, making hotel reservations, etc. Similar to the submission calls, these are generally from website blog posts.I’m not wedded to the excel spreadsheet and am happy to use any app that allows for me to sort and filter the data by various fields and happy to use any app for bookmarks (currently just use my browser and sometim
Hello,I am trying to connect my Pipedrive to my Google Analytics and I need help! *note: PipeDRIVE not Pipeline* I am looking to have:> New Person added to Pipedrive or “lead” trigger> A conversion or Goal met in Google AnalyticsWhen I go to set up the zap the wording + categories are very confusing and make zero sense. Any advice on how to go about this would be so wonderful!
Merry Christmas everyone,Question for those who have been using Zapier for a while…I need to call an SFTP, collect a csv file, convert to JSON and post to API end point.Has anyone done this before? If so, can you share how you set up the Zap for this to work?Thanks :)Andrew
We have a google sheet that is being created each day with Sales Orders. We are wanting to bring those sales orders into Salesforce. We were hoping that every time a new spreadsheet with the data was created we could simply pick that up and bring it into Salesforce as the columns are always the same. However, we haven’t been able to to do this. We then thought that we should create another Zap in order to take the data from the “new” spreadsheet and update a “master” spreadsheet which could then bring the new rows into Salesforce. However we can’t seem to be able to do that either. Any support/assistance/advice would be muchly appreciated.
Howdy,I’m trying to integrate Typeform with Shopify so that a Typeform answer filters a product category tag within Shopify for the user when they submit the Typeform and get redirected to the product page, only showing the products with the tags connected. Is it possible to filter Shopify tags through Typeform answers with Zapier? If so which ‘action’ do I use and how would I go about using the ‘lookup table’ to achieve this or another method? This is to only show products after the Typeform quiz is submitted which have tags associated with specific Typeform answers (e.g. How much sun does your house get? a. None b. Some c. Alot, so that answer None with Typeform can be linked/ filter to show products associated with the tag Low Light within Shopify). Any help is greatly appreciated,Thanks!
Hi,We have a Facebook page where we sell products to clients. We have started to develop a database, and are now migrating to Intercom. We have seen that intercom and facebook can be intergrated for inbox messages. We also require that comments on our sales posts be sent in to our intercom inbox. Is there a solution for this?
I am designing a reminder app that will take input of something like “second Tuesday each month” I don’t know how to hook that. I also need to hire someone to do phone support to walk me through creating. Must have good verbal skills, prefer native or advanced English speaker. Please quite rates. Only occasional work.
Hi all,I have managed to make a Zap which triggers when someone fills in the form in Unbounce. Once this is done a new deal is made in Pipedrive. So far so good, the steps I have right now are:New form submission in Unbounce Create deal in PipedriveI can't figure out how I can add the persons information to the specific deal. If someone fills in the form in Unbounce than he or she has to fill in her/his name, e-mail and phonenumber. What I do is that the new deal in Pipedrive get's the persons name as Title but I can't add the e-mail adress and phonenumber in that zap. How can I make sure that the e-mail adress and phonenumber are also added to that deal? Thanks in advance.
Hi! I’ve been successfull in connecting data of e-commerce orders via Zapier into Active Campaign. I am using the order as a trigger and Adding or updating the contact in Active Campaign as the action. I’ve made use of lists in Active Campaign before, and when new orders happened, the contact was added to certain lists. These zaps (and thus list connections) are still running. But, if I want to change the lists in these zaps, or want to specify the list a contact needs to be added to in a new zap (different type of order for ex), an error occurs. I get the error “We’re having trouble loading 'List' data”. I dont see any lists to choose from. While test orders work fine, actions to add contact to automation works fine etc. What is the reasons list data can’t be found and showed? For me, it’s now impossible to add new customers to the list of new customers. Thank you!
The b2b robotic automation like automation anywhere and uipath have the ability to automate software through the GUI besides the API. this is very powerful when the software does not have API, does Zapier have something like this and or similar ?
Hello!When I am applying Formatter by Zapier to HTML text with links - I receive links in ( ) - and Jira can not recognised it like active linksFor example:Before Formetter:<a href="https://instrby.ru/index.php?option=com_virtuemart&view=productdetails&virtuemart_product_id=10103&umk=5f9bd49c2d89b7.215349885f9bd49c2">Насадка Stanley STHT0-16137 PH2</a>After: [Насадка Stanley STHT0-16137PH2](https://instrby.ru/index.php?option=com_virtuemart&view=productdetails&virtuemart_product_id=10103&umk=5f9bd49c2d89b7.215349885f9bd49c2)Is it possible to put space between link and ( ) symbol ? Because link is not recognised as active when in ()
Hi there,I can’t get my woocommerce connection running with Advanced noCaptcha & invisible Captcha plugin activated… Does anyone have a suggestion for replacements or ways to fix that (other then deactivating the plugin LOL)Thanks!Karin
Hi, I hope you’re doing great.I created a zap like: Google form > Google spreadsheet > Google Slide > GmailEvery response in Form create a new row in the Spreadsheet some data from the Spreadsheet are taken in a Slide and 7sent by Gmail. Probelm is that in spreadsheet is keeping creating new rows with the same data (name, and other detail) so the same slide has been sent many and many times.Can you help me to stop this and to prevent it in the future? Thank you Kind regardsMAddau
We are using Zapier to create tasks in Clockify, which works great.However, the ClickUp time tracking app requires workspace, space and list entries to add time to a task. Why can this not simply be the taskid, as the task could be moved before time is allocated?Anyone got any ideas how to get around this?Thanks in advance...
I have one Zap working just fine. For each new Zendesk ticket assigned to my team, it creates a corresponding Github Issue in our repo, including the URL of the originating Zendesk ticket. What I’m hoping for is a second Zap that can update the Zendesk ticket with the URL of the Github issue. My current Zap is triggered by a new GH issue (created by the first Zap), however I am stuck on how to get back to the originating Zendesk issue for the update.Thanks in advance!
Hi everyone!So I’ve been working so hard to try and figure this out but I can’t seem to do it.I’ve set up a zap that will create a draft email when a new row is created or updated.. and it won’t seem to work!! I’ve got it set up so that.. but when I add an email under the email column, no draft is made :( Thoughts??
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