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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.

  • 13,216 Topics
  • 45,765 Replies

5 Common Mistakes to Avoid when Using Zapier

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13216 Topics

Rachael S
Community Manager
Rachael SCommunity Manager
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
Community Manager
2 months ago
ScottAAA
ScottAAANew
asked in How Do I

Append Document but Do Not Strip Out Formatting

I am sending prompts to openai and gathering information and then dropping it into a word document. The first ‘drop’ created the doc and the formatting is clean. The second ‘drop’ after ai i prompted to generate the content uses ‘append text to document’ and all of its formatting is stripped out. Any idea how to keep the formatting? It turns it into one large paragraph of text. 

0
ScottAAA
2 minutes ago
MistyMtn
MistyMtnNew
asked in How Do I

Email to SMS With Replies

I am trying to send a SMS message using an email with the recipients phone number in the subject. Once received by ZAP (which one?) the SMS, contained in the body of the email will be sent by ClickSend. Open to other services, but also need to monitor replies. Thanks! Bill

3
MistyMtn
1 hour ago
Tomorrow
TomorrowBeginner
asked in How Do I

How to 'push' Slack messages with a link to each message?

Hi there, I manage a non-profit community and we have a free Zapier account. I like to create a weekly round up of the posts in Slack (easier to catch up for those not visiting every day) so I set up a Slack to Google Doc push, so all posts I want to share are in one place and I can copy-paste them into Slack and include a link to that post.  The only thing I haven't figured out is how to include a permalink to the each message in the push because I'm currently copy/pasting them individually and it's time-consuming. At the moment when I click Push to Zapier, I get the following show up in Docs @Member posted "Can anyone recommend a good graphic designer for children's charity?" in #asks And I'd like something along the lines of  @Member posted "Can anyone recommend a good graphic designer for children's charity?" in #asks Or @Member posted "Can anyone recommend a good graphic designer for children's charity?" in #asksLink: www.slackpermalinktomessage.com Thank you!

3
ken.a
6 hours ago
AKMekanism
AKMekanismBeginner
asked in How Do I

Can I send a Slack message with only populated fields from a new Smartsheet row?

Hello we currently have a Smartsheet and Slack trigger where a new row created in a Smartsheet will send a message to a specific channel in Slack. The Smartsheet has 15 columns is there a way to have the Slack message text content only capture fields that have actual data input into the Smartsheet row.

3
ken.a
7 hours ago
H
HidayNew
asked in How Do I

Want help to Create an automated Work flow Intergrating Excel and Google search

Well i want to create a Automated flow for my Book Search So we have Title and Author of the Book We need to search Publisher and Price on the Publishers Webiste along with ISBN and Currency and Fill it in the Excel Sheet We need to this for 100 Titles everyday The Best way to know the Publsiher of a certain book can be through Amazon.in and then going to the Publishers Website after that Lets say for some Title Publisher website is Not apperaing in the Search Results then in such case Prices shall be mentioned from Amazon.in Website Please help us in creating such a task Attaching a sample Upload Sheet below 

1
ken.a
8 hours ago
BevBar
BevBarBeginner
asked in How Do I

Update database item between Tally and Notion

I’m trying to use Zapier to feed a from from Tally into a Notion database. I’d like for it to update existing database records, and preferably, I’d like for it to update by field, so that if someone leaves a field blank, it will keep it the same as it was in the previous submission. Is that possible at all?For example we are asking people to say what Vacation dates they have coming up, and we know people will get tired of typing the same info every week for a month or two.

8
ken.a
8 hours ago
AVID
AVIDBeginner
asked in How Do I

How can I Transfer/Copy Honeybook Files into Google Drive

I’m looking to copy/transfer the files uploaded by Client into the Honeybook portal into Google Drive.  At this time, I’m able to create folder for every new inquiry from Honeybook into Google Drive but I want to ensure the files attached are copied into Google Drive as well. 

3
ken.a
9 hours ago
Stefania
StefaniaNew
asked in How Do I

How to update an existing prospect in Pardot from LinkedIn Lead Gen Ads, or create a new Prospect if one doesn't exist?

I’ve been playing around with a zap that will create or update prospects in Pardot for me.  The Trigger is: New Lead Gen Form Response in LinkedIn AdsAction: Find Prospect in Pardot (maps back to email from LinkedIn), and create new Pardot prospect if it doesn’t exist yet (mapping all relevant fields back from LinkedIn to Pardot, including Lead Source, etc.) I’m unsure what the first action is doing though - will it update the prospect if it does find it, and create a new one if it doesn’t? Or will it just check if there is one, and if not, create one? Would love to be able to update the prospect for the customer journey + multi touch attribution, if possible. Thanks! 

2
ken.a
9 hours ago
Tatiana Guayazan
Tatiana GuayazanNew
asked in How Do I

How do I import LinkedIn audiences to Google Ads when a new audience is created?

Is it possible to share LinkedIn audiences to Google Ads through Zapier?

3
ken.a
9 hours ago
DDL_Matt
DDL_MattNew
asked in How Do I

New Payment in Xero, Match reference number to a ticket in HubSpot and Update ticket property

Hello everyone, I hope you can help. I’ve been trying to create a zap for quite some time now but I can’t seem to get the expected results. We’re trying to save time for our team in checking if the payment has been made for a particular invoice. What we would like to achieve is when a new payment is reflected in our Xero account, Zapier will then grab the reference number and look for a HubSpot ticket property that matches this. Next, Zapier will then update another ticket property inside that same ticket with a simple “Yes”. (inside a dropdown list). Is this possible? If yes, I’d really appreciate it if you could show me how or if you know a related article or post about this.  Thank you! 

3
ken.a
9 hours ago
julivonShade
julivonShadeBeginner
asked in How Do I

Product images from Shopify to Discord

Hello, I have been creating the zap for orders information in Shopify to post them in a discord channel. I have been able to map every field but can't find the option with the product images.Is something I am missing? Do the Shopify zaps doesn't send product image?

10
ken.a
9 hours ago
says email not connected
says email not connectedNew
asked in How Do I

zapping repeating events in eventbrite

Our org hosts tons of ongoing events which are repeating weekly infinitely. Setting up zaps for  each of these  to mailer lite is so time consuming scrolling through all the instances and pressing “load more” over and over again until I find the right workshop. Is there any way to simplify this for repeating events?Another issue is I only have 20 zaps per month.So even if I could add all instances of the repeating event (and had time to do this) we cant afford a more expensive account for more zapsIdeas?#eventbrite #mailerlite 

1
ken.a
10 hours ago
B
blueguyBeginner
asked in How Do I

Renaming a FILE in Google Drive (after it is uploaded to Google Drive)

Here are my steps:a new FILE is uploaded to a FOLDER in Google Drive this action triggers a Zap to SEARCH for that new FILE (in a FOLDER) and then MOVE that FILE to another FOLDER prior to moving that FILE to another FOLDER, I want to RENAME the FILE my FILE is a pdf……… Thanks for the help/ GML

1
ken.a
10 hours ago
Bucketplace
BucketplaceNew
asked in How Do I

Need Help with Unzipping Files in Google Drive via Zapier

Hello Zapier Community,I am reaching out to seek help for a particular use case that involves moving form submissions from Tally to Google Drive using Zapier.I have successfully created a Zap that migrates the data from our Tally forms (A survey app) to Google Drive. The forms contain multiple file upload fields (9, to be precise) where users can upload images for different rooms in their house - living room, kitchen, etc.. The Zap I've created moves these uploaded images to Google Drive successfully, creating separate zipped folders for each room (multiple-file upload field).The challenge, however, arises from the need to unzip these folders in Google Drive. Although I have written a Google Apps Script to perform this task effectively, it has a size limitation of 50MB per zip folder, which does not meet our needs.So, I'm back to Zapier, hoping to find a native solution to this problem. I've considered external services such as CloudAPI and Cloudconvert, but subscribing to additional s

2
Bucketplace
11 hours ago
Aztecia
AzteciaBeginner
asked in How Do I

Exporting scheduled Youtube videos in Youtube Studio to my Google Calendar

Hi folks, I have to schedule Youtube videos for my channel(s) months in advance. YouTube studio displays this in a giant list, but I would -love - to be able to see data this in a calendar view so I can quickly visually see that I have things set to the right days of the week. Is this possible with Zapier? I am flexible about what calendar it exports to if there’s some that are more user friendly than Google. These are not publicly punished videos - only scheduled for future dates.  

2
Aztecia
12 hours ago
McMornan
McMornanNew
asked in How Do I

How do I use web browsing feature of ChatGPT?

Hi there,new to zapier, but so far I really like it. incredibly powerful and easy to use ! The only thing I am missing are connectors to mainstream home automation platforms like openhab … but I disgress. I want to create an alternative to google news for myself. For that I want to query chatgpt once a day with a specific topic e.g. “show me the latest developments in the war in Ukraine in the last 24 hours”. So far the schedule from zapier works and the query to chatgpt and also the passing on of the result to gmail. However to my dismay my chatgpt 3.5 turbo query does not seem to use the web browsing feature.I am a chatgpt plus user and have eabled the browsing feature in chatgpt 3.5 (at least in the web version - no clue if it propagates to general usage ...) So I either get very old news from 2021 or no answer at all. Any idea how I can change the request so that the web browsing feature is enabled ? thanks! update: it seems the checkbox “use web browsing” only applies to chatgpt 4

0
McMornan
17 hours ago
selfhelpdoctor
selfhelpdoctorNew
asked in How Do I

How to set 90 days ago in filter?

I am trying to configure a Filter action (“Only continue if...”) wherein a certain action takes place only if the date pulled from the previous action (“Find Subscription in WooCommerce”) took place at least 90 days ago before the current date. What do I need to fill in the text field for “Only continue if… [Start Date] [(Date/time) Before] [text]”?  

6
shahidul
17 hours ago
Craigzappa
CraigzappaNew
asked in How Do I

connect with airtable question

Hi.  I want to create a Zap to send an email whenever any record is updated to the email that is on that record.  I have figured out the connection but it only allows to send email when a certain record is updated.   I want it to watch all 100 records and when any of the records is updated, send an email to the updated records email.   Any help would be appreciated. 

1
shahidul
19 hours ago
Maisonzagara
MaisonzagaraNew
asked in How Do I

VAT code not available

Hi guys, I’m trying to connect Shopify to Fattura24 to automatic create a client invoice in Fattura24 (Action) at every order made in Shopify (trigger). I’m not able to find the Customer VAT number in the scroll-down menu of the Action, and in this way the invoice will not have the VAT number that is crucial.

1
Troy Tessalone
1 day ago
raj_trustlab
raj_trustlabNew
asked in How Do I

Using Zendesk Placeholders in Zendesk Comment in Zap

Hello,I’m trying to use zendesk placeholders in a Zap that triggers an action on Zendesk. A Zendesk placeholder looks like “{{ticket.ticket_field_option_123456}}”. I want to use this placeholder in an “Update Ticket” action that makes a comment on the ticket. The issue I’m noticing is that everytime I use this placeholder, Zapier is converting it to some zapier-specific entity in the message (see image below). How can I stop this from happening? I just want to forward the placeholders to zendesk so zendesk can dereference them (assuming that Zapier is just using the Zendesk API, Zendesk should be able to handle all the dereferencing).  

1
Troy Tessalone
1 day ago
G
govindkavaturiNew
asked in How Do I

How do I connect Intercom to Google Form to collect customer requests at checkout?

To connect Intercom to Google Form and collect customer requests at checkout, you can follow these steps:1. Set up a Google Form:   - Go to Google Forms (https://docs.google.com/forms) and sign in with your Google account.   - Click on the "+" button to create a new form.   - Customize the form fields according to the information you want to collect from customers during checkout. For example, you might include fields for name, email, order details, and specific requests.   - Save the form.2. Generate a Google Form link:   - Once your form is ready, click on the "Send" button in the top-right corner of the Google Forms editor.   - In the "Send via" options, select the "Link" tab.   - Click on the "Copy link" button to copy the Google Form link to your clipboard. You will use this link to embed it in Intercom.3. Set up Intercom:   - Log in to your Intercom account (https://app.intercom.com) and navigate to the workspace where you want to add the Google Form.   - Go to the "Apps" section

0
G
2 days ago
manana
mananaNew
asked in How Do I

Is there a way to configure the data structure of incoming Pendo feedback data?

Hi,I am just starting to use Zapier and am trying to help our Product team by taking the Product Feedback data we get in Pendo Feedback and pipe it into a Google Sheet. I have setup 2 Zapsa Zap to insert a new row in the Sheet when a new piece of Pendo Feedback is added in the Pendo system and  another Zap to update a row of Feedback in the sheet based on the “ID” when it’s status is changed in the Pendo system.Seeing a few different issues and wanted to see if there was any guidance someone can offer:Incoming Feedback data from Pendo The Feedback data I am getting from Pendo does not have the ‘Assignee’ field in it. This is critical to us as it tells us who in the Product team is already assigned to work on/triage this feedback request. Is there a way to configure the incoming data structure to have this information?  The Feedback data I am getting from Pendo has the ‘Product Area’ information in a ‘Groups’ field under “name”. Is it possible to set this up to be a standalone column i

1
nicksimard
Community Manager
2 days ago
Rampro
RamproNew
asked in How Do I

happy forms to zoho books to servicetrade integration

Hello!  My name is Rube we provide commercial cleaning services for restaurants.  I am looking for plugin to connect our website form submission to our zohobooks were we can create an invoice then schedule the service in servicetrade our service management solution.  Does Zapier allow for a three way connections?  Is there a most optimal way of connecting three separate software platforms into a sales funnel where a customer completes the form, accepts the service price and can schedule all at once.  I look forward to hearing back Best,

1
nicksimard
Community Manager
2 days ago
gjhabs
gjhabsNew
asked in How Do I

FB Page Messaging

I am looking to message FB business pages from a profile and looking for a zap that will allow me to send bulk messages to fb pages?Is there a zap that will allow me to accomplish this task? If so what would it be and what might be the cost?

1
nicksimard
Community Manager
2 days ago
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