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25387 Topics

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Paul_PNew

asked in How Do I

How many tasks would this Zap use?

Hello Experts - If this Zap ran successfully to the end, how many tasks would it use?Thank you : )

airelleBeginner

Add a search step in Google Doc disables all placeholders...

Hello,In my Zap, the first step is a “New Email in Email Parser by Zapier” to parse the content of email and define some variables like “name” or “street”. That works. Then I have a “Create Document from Template in Google Docs” to create a document in my Google Drive, based on a template file, replacing some placeholders like {{NAME}} or {{STREET}} by corresponding Parse output values. That works.BUT I would like to use a different template file, depending of the value of Parse Output “name”. I tried to add a search step in the template filed of “Create Document from Template in Google Docs”, because the value of parse output “name” should be found in the template filename. But that makes placeholders mapping disappear so {{NAME}} is not replaced by its value...How can I do ? Is the only solution to create a path ?Thanks for your help,A .

Travis F.New

Placing sub folders into different parent folders

Hi.I currently have a zap to create a new client folder in Drive (using the customer’s name) every time I add a new customer into my crm. Every customer that I add goes into the same parent folder in new clients, so the zap can just keep creating new folders in the same place. However, I might end up doing several different projects for the same client. How do a create a zap that creates a new job folder and make sure that each time it goes into a different, appropriate client folder? Thanks

j000mBeginner

lweBeginner

How to convert list of words to hashtag

Hello.I am looking to transform my wordpress slug list into a twitter tag.I use Zapier's text replacement function, I search for , and replace with #[:space:] but it doesn't work, Zapier gives me a list of words instead.How to do ?

7

1 year ago

S

StaceyLNew

asked in Troubleshooting

Phone Number not pulling in from WordPress

Hi all!Thank you in advance for any and all help.I am creating a zap from Wordpress into a SMS platform to send new users a welcome text. I am using Ultimate member as my form system, and it collects the phone number for the user profile. However, Zapier is not pulling in this data. It doesn’t even show that “phone number” at all is a variable in Zapier. Is there anyway I can pull in this phone data?

synapticleeBeginner

How do I send each phone number a unique message in Twilio + Google Sheets?

Hi, I have a pretty simple workflow but I can’t understand how to implement it. I have a google sheets with two columns, Phone number, and Message. I want to loop over all rows and have Twilio send each phone number the corresponding message.The other question here is similar but I don’t have enough context to implement it:First of all, “find rows” seems to require a value to find a row, and I don’t need to subset it by any specific value. I just want the rows. “get rows” is confusing because of the output of the function. I want it to “get” separately the phone number cell, and the message cell, so that one can go into the “recipient” of twilio, and one can go in the “message” as a variable. I think it requires some fancy line-item formatting but I don’t understand how zapier does this. Thank you!

4

1 year ago

A

Anonymous

asked in How Do I

How to send every lead to multiple agents and track amount of received lead per agent per week/month

Hi there,There’s allot of solutions to distribute leads to different agents (then one lead goes to one agent) but I can’t seem to find an answer to my problem:To send every incoming lead to let’s say 5 different agents (same lead goes to five agents) in for example Region ‘A’ and track how many leads an agent receives in a week / month.Hope you guy’s can help me out. With kind regards,Alex

MarkBawelNew

Solution to feed a list of contacts through a zap?

Has anyone worked out a way to take a list of contacts (maybe in Sheets) and then feed those one by one through a zap periodically. A way to make it one by one a day apart or similar timeframe. Or any work around or similar would great, thanks.

How do I set up my Zap so that every time a new post is made in a Quora space, a default comment is made as well?

Hello.I want to know if I can create an integration that allows, every time there is a new post in a quora space, a default comment to be posted on that post.Can this be done on Zapier?I appreciate an answer.Thanks.

ttrszkBeginner

How to get new articles from Inoreader and put them all an draft email in gmail

Can I get all of the new articles in Inoreader and put them in the new email in gmail? I can get email from gmail with one articles with the link, but can’t get all of new articles.

Sgfarre2New

Upload Smartsheet Attachment to Salesforce?

Hello,Trying to have a SmartSheet row attachment pushed to an Attachment in a Salesforce project based on a status column change trigger. Attached are the details we see in Zapier. What would be the fields needed to move the actual .pdf over to Salesforce? Thanks! This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.

PAC ITBeginner

asked in Code & Webhooks

SimpleTexting Webhooks - Send to Specific Campaign

We are trying to assemble a webhooks zap that will take a JSON message from SnapComms and send it to a specific campaign in SimpleTexting. I see a field for a destination number, and I confirmed the Zap works if I specify a single mobile number. However, we have a dedicated campaign setup with thousands of numbers. Anyone have experience doing this?

bonnieBeginner

Is it possible to require registration when using "Create Meeting in Zoom"

The option to require registration is not offered through the Zap editor. When I test ‘Create Meeting in Zoom’, it creates meetings without registration.Is this a setting I need to change in Zoom? If so, where is it? I’m not finding it in the account settings. Any tips or workarounds on how to ‘Create Meeting in Zoom’ that requires registrations are greatly appreciated. Thank you!

Jussi SNew

How do I update a google sheets file path in a zap?

Ok, So even after searching, I cant seem to find a same problem as mine. (possibly my search skills, so sorry if this answer exists)The scenario is as follows: I have a trigger (saving data) that will then write a row with several fields to a google sheet. Then, same trigger, writes another row and so on. However, if a specific field changes, then we need to start a new sheet, and use that until the field changes, then the same again, start a new sheet. Basically, we are creating “batches” in one sheet, that will be used elsewhere later. So, how do I change the path in the zap to the new sheet each time?

CheetahNew

Lookup Table Range

Hi,We have a client running a calculator system. That calculator gives a specific result and depending on the result, the user will get an automated e-mail with a specific Google Drive folder link.What we want, is to capture that result with Zapier, and depending on the threshold, a specific TAG will be sent to Active Campaign, and therefore, the specific automated e-mail will be sent to the client. The thing is, we can’t add these thresholds manually, because we are talking about 750k excel rows.Example:From 110000 to 189999 - TAG will be 01_1900000From 190000 to 199999 - TAG will be 01_2000000Basically what we need ist: if the result is between 110000 to 189999, tag field will be 01_190000Does anyone know a way of doing this? We tried everything on Zapier but couldn’t find a solution, apart from adding these 750k numbers manually, which is herculean.Thanks in advance for all feedback and help.Regards,Joel

itrampBeginner

Trigger Slack message sent only by bot

I have a Slack workflow created by Workflow builder where the final message is created by bot, and that message is triggered by Zapier and then creates a Clickup tasks and it works perfect.But I would like to set, that only BOTS can trigger Zapier, because the channel is open for everyone, and sometimes people write messages and sometimes bot creates tasks, and every time the Clickup task is created.Is it possible to change?

BradwNew

Can Zapier use Woocommerce bookings to create Google Calendar events?

How can I create a Google event when a WooCommerce booking is made?we currently get an email for each booking made online, but have no visual calendar view of bookings. We are thinking that a Google calendar could be shared with selected members of the company.if we can create a zap that is triggered by a new WooCommerce booking to create an event in a Google calendar, we would be half way to a solution.then we would need a zap for events created in Google to be added to the WooCommerce booking calendar.is this possible?has it been done before.Any advice would be greatly appreciated.kind regards Brad

Luke BBeginner

Create a webhook to add additional signors to a docusign template?

Right now we have a docusign zap that is connected to PreciseFP that maps information to different fields on forms in the docusign template. The problem we are facing is that we are only able to add the information for one signer. The rest won’t populate unless we assign it to the first signer. We then have to manually input the other signor(s) manually by having a quality control person on the front end of the envelope. Does anyone have a webhook or solution to fix this issue? And how would it be possible to upload documents from the app we are connecting to docusign?

3

1 year ago

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