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.
- 12,515 Topics
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About "How Do I"
Repost my own Reddit posts to my Twitterr
Hello! I am trying to figure out how to repost all of my Reddit posts to my Twitter account. I'm thinking to use "New Post or Comment Matching Search” event but I can't figure out how to target my own posts. I would want it to function the same way as "New Media Posted in My Account” that shows up on IG events. How can I do that? Thanks
Mollie => moneybird issue
Hi,I use the mollie => moneybird ZAP to forward orders to moneybird so that a contact is created if not present and the invoice is created.Now I only see that the action is also carried out for NOT paid orders. Can I set somewhere that payment must be made before the order goes to moneybird? Now it's no use to me.
Dynamics 365 Find Contact: How do I add fields?
I am using the New Form Submission trigger from Paperform and the Find Contact action from Dynamics 365 to check against several Contact fields in Dynamics 365 before creating a new one. How can I add fields to check against? Currently the only fields that display are the Name and Phone Number fields, but the requirement is to also check against Email Address and Birthdate. Thanks!
Check Whether Field Has Data
How can I check whether a particular field contains data or not, using a formula?I’m processing form submissions from Google Forms in my Zap. I need to check whether one of two fields has any data and set a checkbox in a Notion page in a later step, based on the result.I’ve tried adding a Formatter step with a text input and a formula OR(NOT(ISBLANK([field 1)), NOT(ISBLANK([field 2]))) but that doesn’t give me the correct result.I’d appreciate any pointers!
How to send multiple form entries to one contact?
This post was split from the topic: Google Sheets > ActiveCampaign: How to not lose information if multiple entries for one email addressI am having the same issue. I want to have multiple entries from a form, and send to one contact. Can you share the zaps you used?
How to Connect Stripe to Wave
The Zapier Academy has an excellent, simple YouTube on how to connect PayPal to Wave, which I did successfully. Now I’m trying to connect Stripe to Wave, but there isn’t a clear example of how to. I thought I could follow the PayPal tutorial, but when the Date dropdown opens, there’s nothing that looks like it could work. Subsequently, I tried the other dropdowns and they are identical. I’ve searched the community and I’m not seeing a clear explanation. I must be missing something. Any suggestions?“Record Sale in Wave when new payment in Stripe” does come up as an option, but when I click on it, it won’t stay in the field, it only allows me to choose one of the options with a box around it.
Setting a zap to automate invoice generation in Zoho invoice with Shopify
Hey thereI was hoping someone can assist me with an issue I’ve encountered while attempting to integrate Zoho Invoice with my Shopify store using Zapier.When attempting to set up the invoice auto fill from Shopify using Zapier there doesn’t appear to be a customer address field. An invoice is useless without customer address therefore there must be a way of adding this as a field?Please let me know if you have any ideas or guidance on how to resolve the issue.Thanks
Notion email ID to MailChimp
Hello, I am trying to set up my automation in zapier to transfer the email ID and data from notion to mailchimp. Here is my process:- In notion, under docs, I created a new folder that I upload my CSV file untoEvery day I upload a new CSV to the same folderI need zap to automate the process where it will pull the CSV data from each daily file, how can I do this?
Firestore to Mailerlite integration
Hi ,I have created a zap to integrate firestore with mailerlite.whenever a document is created in user collection of firestore he will gets subscribed to mailerlite group, this works good. Now I want to extend the functionality.Is there a way to achieve the following.Whenever there is update in the user collection of firestore , mailerlite should get updated. Currrently I do see option only for firestore document creation not for update. Is there a way that I can add user to groups based on condition? Thanks
How to silence a zap for certain time while resuming actions?
Here my zap needs to be silenced for lets say 15minsThe action trigger is “new post in a private channel” for slack.After the trigger gets initiated, the tricky part is not to get triggered for any messages in slack for the next 15 minutes while at the same time need to run my action steps without any hindrance.Any possible workaround on this? please let me know
How to choose a different Uscreen Subscription
I want to zap one(!) specific Uscreen Subscription to my CRM system (sendinblue).But the only thing that is possible, is to add a standard subscription (currently: monatliche mitgliedschaft) like the one shown in the screen shot. How can I choose the specific subscription for my zap?
Microsoft To Do "Due Date Time Date Time" field not showing for Google Calendar
Hi, I have found this topic, where is explained how to setup TO DO - Google calendar @Troy Tessalone you showed a setup here: but it does not show DUE DATE TIME DATE TIME as shown in your setup. I cannot enter it manually neither does it automatically load from TO DO. Thank you for your help.
Google Calendar Summary
Hello quick question… I was going to try to create a zap that checked all of our team members google calendars (have about 10 people) and gave a summary to the team automatically each morning… when im using the google calendar app in zapier it looks like you can only find 1 event at a time… is there any way to get a full days summary for an individuals calendar? or pull multiple calendars and create 1 master daily schedule? Thanks, Woozie
What can I connect to within Zoho
Hi I have set up various ZAPs to connect to my Zoho CRM and they are all working. But someone within the team has asked if we can connect to ‘Open Activities/Notes’ within Zoho see here: https://www.screencast.com/t/tQYC4P6ksIt5When I check within the events of Actions of my Zap, see here: https://www.screencast.com/t/oqyFLq0WdG there is no options for this. Our account is a ‘starter account’ is it possible to connect to the section/area within Zoho, but only with a ‘Professional Account’ ? many thanks
How do I create an automated email to fire off after 2 weeks
hey! I’m trying to create a zap that sends an email to my customers after they pay a one time fee (Stripe)I’d like this email to be sent off after 2 weeks, how can I create a zap to do this and are there any alternatives to mail chimp? My work flow was to use mail chimp for the email section but I am using my mail chimp for a different business that has a different audience, any help would be appreciated.
Help with sending contact data from Member Vault to ClickFunnels
Hi! I am setting up my first zap and it is not working. I am trying to create a contact in ClickFunnels and then add them to an email list when a new customer is added to a product in membervault.Here are my steps. I connected both MV and CF I set up a zap from MV using event when ‘added to product’ and selected the product. I then selected the email address Next I created the information for CF with event Create Contact profile I selected my CF account Then under actions it is only giving me the option to select an email address. I can’t select any other fields. When I run the test it looks like it grabs all the other fields, but in the actual zap that is live it is only showing data in of the email and all other values are blank. I have a second action to add to email list and that action is working but it shows unknown name in CF since the contact was not setup with a first or last name.How do i get this zap to allow me to select other fields. Thanks!
Restricting access to my Google account
I need to create a Zap that reads a single Google SheetsI am having security issues with Zappier wanting to access EVERYTHING in my Google Account.Is there a way to simply give access to a single Sheets document rather than all my personal and professional stuff in my account?Can I give access to a single document?
Create Basecamp 3 Card in Card Table from Form Submission
Hi There,With the latest release of Basecamp 3’s card table feature, is there any plan to integrate it with other softwares in the near future?I have a simple request form inside of zoho forms that im trying to link with Basecamp 3 card tables. When a new form is submitted I’d like a new card inside of card tables created.Unfortunately there are currently no Zapiers function to do this.Looking forward to hearing back from youThanks,AB
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