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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.

  • 15,306 Topics
  • 52,802 Replies

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15306 Topics

Rachael S
Rachael SZapier 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 S
8 months ago
A
AceTechNew
asked in How Do I

Integrating Bitrix24 with Brevo

Hello,I'm currently working on integrating Bitrix24 with Brevo. Specifically, I've successfully set up a mechanism where the creation of a Deal in Bitrix24 CRM triggers the creation of a corresponding contact in Brevo. Additionally, for each stage within the Deals pipeline in the CRM, we've established corresponding lists in Brevo. The goal is to reassign the contact created in Brevo based on the current stage within the Bitrix24 CRM.I'm seeking assistance in implementing this process effectively. Your guidance and support in configuring the reassignment of contacts in Brevo based on the respective stages in the Bitrix24 CRM would be highly appreciated.

4
ken.a
1 hour ago
L
lookaNew
asked in How Do I

removing sources from GPT assistant output?

Hi there. I have a customer support gpt assistant integration, how can I remove gpt-4’s sources from the text, can’t get it to work in formatter, they apper as: 【1†source】,【2†source】,【3†source】...【15†source】need a formatter replace with blank (text), how to do it? Thank you.

2
L
2 hours ago
R
rezshekNew
asked in How Do I

How to record refund in Wave from WooCommerce?

Hi,I’m trying to make sure my Wave has all the transaction related to an order.When I create an sale order in Wave, I pass the Woo order ID, to prevent creating sale record by mistake and have duplicate.Now If I have to refund the order after the order has been marked as “completed” in Woo, either full or partial refund, I would like those go to Wave either as a new record with negative price or update the existing sale record in Wave to show the transaction records.So what is the best way of doing this? to make sure the bookkeeping in wave is accurate?

3
Troy Tessalone
2 hours ago
A
adeptologieNew
asked in How Do I

How to send Shopify email from Typeform entry ?

Hello Zapier Community !I have been working very hard on a skincare recommendations form for my skincare brands. I want customers to be able to fill the form, then 1. receive a link to a Shopify cart and then 2. receive an in-depth email about their products recommandations.I have designed my form using Typeform (I must admit creating the 112 combinations of answers is pretty exhausting and time-consuming) and my email template using Shopify. I have found tutorials on how to link Typeform entries to Shopify cart, but I just can’t seem to find how to automate sending of an Email from Shopify, using Typeform results.In simpler terms : basically what I’m looking for is that if user X answer questions and reach Typeform result B, then email B gets sent. If user Y reach Typeform result C, then email C gets sent. Sounds simple in theory, right ! I have high hopes that Zapier is just the right tool, and that I just havent’t figured out just yet how to configure the app to match my needs.I am

0
A
6 hours ago
F
filip1910New
asked in How Do I

Fill the PDF template with the data provided in a form.

Hi,I have an idea for a lead magnet, but I'm missing an idea of how to play with it tool-wise. I want to give a useful template/document (graphic PDF ideally) to a customer for free, which will be functional for him when he puts his company data in it, then he can print it and use it. I want to make it as easy as possible for the client to put the data into the template, so ideally I would like to have the data the client gives in some form automatically put into the document.The flow: The customer enters the landing > enters an email > the email asks for the data to be placed in the template > gets a ready-made template.Which tools I need to make it work?

1
Troy Tessalone
6 hours ago
A
AECNew
asked in How Do I

How do I bring over product ID info from Stripe into a LeadConnector Campaign Workflow?

I want to set up a Zap that once a client has made a purchase on Stripe they are added to an onboarding workflow that is on Leadconnector.Because of various payment plans for products, perhaps using the payment link ID is best (rather than using a product id)? Is this correct? What’s the easiest way to get this set up?  

1
Troy Tessalone
6 hours ago
T
TheeNateBeginner
asked in How Do I

How do I post photos to instagram from a bank of photos on drive

I what to schedule a daily post on Instagram of a photo randomly selected form a bank of photos. Weather that bank is on drive I don’t care, if there is a better place to host the photos then ill use that.

3
Troy Tessalone
7 hours ago
Z
Zarkier2Beginner
asked in How Do I

Sending an actual email via Hubspot

How do I actually send an email using Hubspot, is this possible? Currently the only option I see is to send an outbound email via Zapier and then log the email as an engagement as a logged email inside of Hubspot.Is there any way to actually send an email via Hubspot the same way as if I was inside Hubspot and sent an email to someone?

1
Troy Tessalone
9 hours ago
E
endsoundNew
asked in How Do I

HOW TO reply to an email I already sent, follow up in the same thread (Outlook). Trying to a do a follow up email automation but reply to the same thread, not a new email

So I am sending an email for payment that was due for services. I want to send a follow up email to that same thread (a Reply to the email i sent) to the person if they never replied. So the email says basically to make a payment, if no answer, I want to stay in the same email chain and do a follow up reminder againI want the email to go out 3 days later. I know i can do that with the delay feature, however, how do I make it reply to the original email i sent? Instead of sending a brand new email So:Email sent to client on 12/1 if no reply recv’d, reply to that email (same thread) on 12/4 with a follow upIf someone could help me would be great. I am using Outlook as the email client The trigger is updated row in Gsheet and action is to send the email with outlook

1
Troy Tessalone
11 hours ago
L
LisadianaNew
asked in How Do I

setting up zap lead source

I am attempting to set up a zap.  It is required to have a lead source.  I want to put in Zillow but drop down doesn’t give me that option.  I’m getting pretty frustrated.  How do I add Zillow as a lead source so I can move on and complete this zap??

1
Troy Tessalone
11 hours ago
Y
yanmarNew
asked in How Do I

YouTube Uploads with Podcast Hosting Services via Zapier

Hello Zapier Community,I am exploring the possibility of automating a workflow where videos uploaded to a YouTube channel are seamlessly integrated with various podcast hosting services. My goal is to create a system where content, once uploaded to YouTube, is automatically sent to podcast platforms.Specifically, I'm looking to understand: Compatibility: Are there existing Zaps or integrations that facilitate this YouTube-to-podcast hosting service connection? Customization: If such integrations exist, how customizable are they? For example, can I specify which videos get sent to the podcast host, or is it an all-or-nothing approach? Quality Control: How does the integration handle the conversion of video to audio-only format? Are there options to maintain or enhance audio quality during this process? Service Recommendations: Are there specific podcast hosting services that work better with Zapier for this kind of integration? Alternative Solutions: If direct integration isn't

1
Troy Tessalone
11 hours ago
agir
agirNew
asked in How Do I

How do I search my email with ChatGPT?

Hi, I’d like to do search my email for a specific string. I then would like to see those emails that chatGPT identified as possible good matches.I connected ChatGPT and Gmail but cannot figure this out. Thank you.

1
Troy Tessalone
11 hours ago
V
vamsinadhNew
asked in How Do I

How to use GPT4 Vision Model in Zapier?

Hello,I wanna create a zap that takes the image from the email attachment pass it to GPT4 Vision modelextract some key information from image and reply to the same email.how can I create above zap?Can you please help me with this.Thanks.

7
J
14 hours ago
A
Alex_ekhlassBeginner
asked in How Do I

How do I select “shared files" folder in Dropbox as a folder path?

I have been working on this for a while, The idea is to export the order (.xls) from woocommerce to dropbox “shared files” folder.The idea is this:1.At 12.00am, zapier will the export orders in .xls format(from woocommerce) to “shared files” folder in dropboxBut the problem is, in zapier there is no “shared files” as a folder option when I’m choosing the folder destinantion. I only can access the personal folder. The reason why I want to choose the “Shared files” folder is to share the files with my team.The zapier plan that I am using is Starter Plan. Do I need to upgrade to a specific plan to get access to it?Do you know a way around this?  

42
P
1 day ago
D
ddwcNew
asked in How Do I

Creating Woo Product with Attributes

Hello everyone. I have created my first zap to create a product on WooCommerce from Airtable. The first step is “New Record in Airtable” and the next step is “Create a Product in WooCommerce. I am stuck with Attributes. I have the following question:Do I have to create attributes and terms on WooCommerce manually? How do we add the attribute from Airtable table?I used Formatter by Zapier and it seems like the product will have attributes, but when the product is created on WooCommerce, attributes are not created or picked up. I have added a screenshot below.The following documentation does not help either. I am missing something but I could not figure out yet.https://docs.om4.io/woocommerce-zapier/usage/?h=attributes#an-example-adding-multiple-product-attributes-to-a-product  Thanks.

3
Troy Tessalone
1 day ago
J
JennKBeginner
asked in How Do I

Zapier -> Database: Dropdown menu items sent as number

Someone asked a question 2 years ago about converting the number assigned to picklist values in a Clio custom field to text. Using the Formatter Lookup Table would work (and I know how to find the number assigned to each picklist value in Clio), however, my picklist has 150 values so copying the numbers to create a Lookup Table would be very time-consuming. Is there an easier way to accomplish this?My end goal is that when a Matter is opened in Clio that a new card is created in Trello with the value of the Clio Custom Field populated in a Trello Custom Field in the card.Thank you.

1
Troy Tessalone
1 day ago
T
TokyoChampNew
asked in How Do I

GoCardless Mandate Created

Hi Folks,Looking at integrations with GoCardless, but I have two types of club memberships; adult and kids. I noticed in the action triggers, I can select Mandate Created, but it appears this is for everything, every single mandate through my GoCardless account.Where I actually have different forms setup with different payment levels. Is there any way to tag or track whether it’ is an adult membership or a kids membership? instead of just a singular mandate.Thanks,

3
Troy Tessalone
1 day ago
Agorafolk
AgorafolkBeginner
asked in How Do I

How to create new membership memberpress subscription with HelloAsso new payment?

Hello,I’m trying to create a social network for agoraphobic people. So since almost 10 years a community is built and have 1200 members mostly in France. Now I want them to become a membership of my association, to use the website. That’s why I bought Memberpress, and using HelloAsso wich in France is the best platform for association.So now I’m trying to do that : How to create new membership memberpress subscription with HelloAsso new payment?I tryed to do the contraty, but HelloAsso is not in Actions, just triggers.I tryed New payment on HelloAsso > create member in Memberpress > create subscription in Memberpress and it’s at the end there is a problem, it can’t get a “status” (current billing status), so troubleshoot error ! How to get memberpress billing status ?And by the way, there is no update/create member action, so if I create (with create action) a member’s memberpress, the user is already exist for existing account, and if I update a member (with upgrade action), the

3
astrolunaresultado
1 day ago
T
thepanchromeNew
asked in How Do I

How do I create an order timelime for my customers?

Hi,I have an EComm business where in we supply Films and Analog Gear across the country. Our current online store has products listed and those products when purchased via our site, get shipped off with a specific shipping company and the customers get the tracking ID to see the status of the order.  But we have a lot of offline orders and services where in products are imported from various countries. We cannot unfortunately share these tracking IDs with our customers because of internal policies. Hence we want to have a way to share a timeline or shipment status or service status with our customers. The simple reason - many shipments get delayed due to various reasons and our customers keep asking us the status. Or keep calling our team for updates. We do give it. We want to give a system where they can see what’s the status of their shipment or service and reduce the calling and messaging. Is there a way we can do this? Where each customer gets a link or visual feed or timeline view

2
A
1 day ago
T
TornadoNew
asked in How Do I

How to Instruct Zapier and ChatGPT to Extract Links from Google Alerts in Gmail?

I would like Zapier to read my Google Alerts on specific topic, Triggered by incoming email in my Gmail account. Then using ChatGPT, visit the links in the Google Alerts to read and Summarize the content.I managed to connect to Gmail and Filter out the Google Alert I'm intending to use. But the Links are embedded in the Body Text field. How do I tell (the next step) ChatGPT to pick the Links within the body/text field?

1
Troy Tessalone
2 days ago
bridgman
bridgmanBeginner
asked in How Do I

Manually trigger a zap from any webpage

Is there some way to manually trigger a zap from a webpage I don’t control, passing the full URL to the zap? I.e, if I’m on “example.com/view?something” I want to be able to initiate a zap, passing “example.com/view?something” as a parameter.Caverats:I’m using Firefox. I understand the Chrome extension might enable this, but that is not an option. I want to be able to easily trigger more than one zapThe first solution that occurred to me is to set up Email by Zapier and use the “Share” option from the FF tab context menu, which will send an email with the URL in the body, but I think the only way to differentiate zaps would be by manually adding a keyword to the email subject (which requires memorizing a list).It seems the likely most flexible path would be writing a custom Firefox extension, but I’m wondering if there’s an easier way.

1
Troy Tessalone
2 days ago
C
CarolynSNew
asked in How Do I

How to automatically create a Sleep block in my Google Calendar after a night shift?

I work shifts and run a business. I subscribe to my shift schedule (a URL) on google calendar.    I would like to be able to block off the day automatically after a night shift. There is a zapier template for a preparation block of time before specific meetings based on using a search phrase, but I can’t find one for a post-meeting block of time. In my case, I would like to automatically set up a calendar “event” to sleep for X hours after my night shift ends.  I appreciate any ideas you might have. 

3
Troy Tessalone
2 days ago
B
B1MNew
asked in How Do I

Data verification

I am looking for a solution to verify information I am gathering from a Formstack form is real before posting it to a Google sheet or into a CRM. How can I use Zapier to confirm the phone number, email and physical address that is entered on the form is a real phone number, a real physical address and a safe email before having it posted to a Google sheet or into a CRM?

2
B
2 days ago
A
alindsayNew
asked in How Do I

How to Schedule Follow up SMS messages to Facebook Lead Ads?

Hi I have a zap that sends out a instant SMS to Facebook lead via clicksend, my question is how do schedule follow up messages to these leads? ie day 1 day 2 etc I understand I can create a zap for each days meassage but I don't understand this Unix stuff? Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759 How do do this? What do I put in that feild. Please help as I can't follow up with leads at the moment. Many thanks Alvin:)

8
A
2 days ago

Hi, my name is Elizabeth Snowdon. I’m a user researcher at Zapier. We want to talk to Zapier customers who are also evaluating or using Make/Integromat. This research will enable us to discover opportunities to improve Zapier’s core workflow.

Fill out the short survey below, and if you’re qualified, we will contact you to schedule a 30-minute interview. Those scheduled for an interview will be provided a gift card for your time.

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