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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.

  • 12,508 Topics
  • 43,590 Replies

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12508 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
1 day ago
Johndoe
JohndoeNew
asked in How Do I

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?  

2
Johndoe
1 minute ago
Woozie83
Woozie83Beginner
asked in How Do I

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

1
Danvers
Community Manager
29 minutes ago
mironk
mironkNew
asked in How Do I

Due date time date time not showing in zapier from microsoft to do to 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. 

0
mironk
1 hour ago
wood1e
wood1eNew
asked in How Do I

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

11
wood1e
1 hour ago
yashzap
yashzapNew
asked in How Do I

Is there an Event to add Account to Campaign in Salesforce?

How do I add an Account to Campaign in Salesforce using Zapier Event?

1
Troy Tessalone
4 hours ago
ahg
ahgNew
asked in How Do I

Uploading attachment file to Box Folder instead of zip?

The zap for uploading an attachment from zapier email to box uploads as a zip file. Is there a way to get it to just upload as the file only? We don’t want to have to unzip every file. 

1
Troy Tessalone
4 hours ago
LisaH
LisaHNew
asked in How Do I

Paypal and Practice Better

Is there a way to set up a zap with PayPal and Practice Better that allows persons to pay and automatically enroll into a program?

4
LisaH
4 hours ago
JamieY
JamieYBeginner
asked in How Do I

Outlook attachments to Airtable

How to I bring Outlook email attachments to Airtable? Thanks!

5
JamieY
6 hours ago
DannyMusicCourse
DannyMusicCourseNew
asked in How Do I

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.

1
Troy Tessalone
8 hours ago
Debbie
DebbieNew
asked in How Do I

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!

10
Brem
9 hours ago
C
cpzapBeginner
asked in How Do I

Update a ClickUp Checklist

I know I can CREATE a checklist in ClickUp using Zapier, but it is possible to UPDATE or check off an item in a checklist using Zapier? I see that Integromat/Make can do it, but since I pay for Zapier it’d be great to be able to do that function here.

1
Troy Tessalone
10 hours ago
MastaP
MastaPNew
asked in How Do I

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?

5
Brem
10 hours ago
A
andrewmbrindleBeginner
asked in How Do I

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

10
Lulanga143
10 hours ago
MastaP
MastaPNew
asked in How Do I

Refresh Google Sheet on creation

When creating a Zap I select a Google Sheets.Then I could realize that I need to make some changes to the Sheet structure, Column names etc.Whatever I do (refresh, unlink, refresh fields, delete the Zap restart from scratch…), Zapier is STUCK on a cached version or something. I never get the updated structure.The only way I found is to delete my Google Sheet and link to a new one. Quite tedious.Is this normal?

1
Troy Tessalone
10 hours ago
yefpie
yefpieBeginner
asked in How Do I

Zoom recording to Google Drive to specific customer folder?

Hi all,I searched the forum and found many threads about uploading a Zoom recording to Google Drive. I think thats the easy part.  here my scenario:Almost every two days there is a call with different clients. Someone in the company creates a calendly event with a fix name like “Onboarding”. After the Onboarding Session the recordings will be copied to a central google drive folder. This works fine.Now, when a new recording is uploaded I have to find out the attendees some how and copy the recording to their customer folder.  The Problem is: The Recording do not provide any data about the attendees. there is only the “topic” field, what provides information. But as mentioned, the topic is always “Onboaring”.  if I can find out the attendee email adress or the name, can lookup for the right folder AND maybe send a message to a slack channel. Anyone has an idea how to solve this? Many thanks

2
yefpie
11 hours ago
StefanD
StefanDNew
asked in How Do I

Calendar sync between squarespace and treatwell calendar

Hello everyone, My wife runs a small beauty salon. On our website we use squarespace acuity scheduling for clients to book online appointments. We also use treatwell (it's like uber for salons, great to get new customers) but this calendar doesn't sync with any external calendars (used to sync one way with google but not anymore).When treatwell used to sync one way all our own website appointments were automatically blocked in treatwell but we had to manually add blocks in scheduling (our website) when a booking was made in treatwell. Now that not even the one way sync works we have to manually block each appointment in both calendars.We need something that will automatically block time slots in both calendars according to new bookings made. No booking info required just the calendar (employee) and start and end times. This would need to run automatically 24/7 and auto trigger once new appointment is booked in either calendar or every 2-5 minutes. Our website calendar (scheduling) sync

3
Brem
12 hours ago
DODonnell
DODonnellNew
asked in How Do I

SQL Query to Excel Spreadsheet

I am trying to write a Zap that will query Microsoft SQL Server (this part works) and then creates a CSV in Excel, OneDrive, whatever (this part does not work). Excel will create a spreadsheet and let me add the required headers, but will not allow me to add the data from SQL. I tried creating the blank spreadsheet with required headers and using a second step to “add a row” but I can’t figure out how to get it to add the data from SQL. Help!

1
Troy Tessalone
13 hours ago
theZoe
theZoeBeginner
asked in How Do I

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.      

14
theZoe
13 hours ago
kylegaarder
kylegaarderNew
asked in How Do I

How to automate TidyCal into Airtable?

Hey I’d like to autofill info from a TidyCal calendar appointment into Airtable.  Specifically:name  date answers from custom questions Anyone know how to do this? It’s not been intuitive to me

1
Troy Tessalone
15 hours ago
Wurkin Stiffs
Wurkin StiffsNew
asked in How Do I

Need Help with Custom Zap - I'm a Newbie!

I am Triggering when DEAR Inventory "Sales Invoice Authorized", it needs to FIND the Reference Number inside DEAR (However, it's not one of the options in the dropdown). Then I want to MAP that Reference# inside DEAR to the Invoice PO# Field inside Quickbooks Online (to the associated invoice). Do I have to hire a Custom Developer or something to get this to work? Is this even possible? Thank you in advance for any information.BTW... the Reference# inside DEAR is found within the Customer Information on the Sales Order.

1
Brem
16 hours ago
J
jb_crunchbaseBeginner
asked in How Do I

Zapier timestamp field - help needed

I have a Zap that automatically sends project update messages to a specific Slack channel (in threads) when a specific field in Airtable is updated. Everything triggers as it should. However, every single Slack message within the channel gets pinged with a project update.The only thing I can think of is that Zapier sees that several records have been updated at some point in time based on timestamp and thinks a Slack message needs to be sent.Question: With that context, is there any way to create a custom function within the timestamp field in Zaper (see pic) that looks for updated Airtable records after a specific date? For example, I only want Zapier to look at Airtable records that have been updated after 3/1/23. 

8
Troy Tessalone
16 hours ago
fiscalitemtl
fiscalitemtlNew
asked in How Do I

Is it possible to exit a loop and move on to non looped steps?

Hi,I’ve looked into the documentation and older forum questions and I can’t really find anyone talking about this in the specific way I’m looking for.What I want to do is to have looped steps in the middle of my Zap, but I want the loop to end before the end of the whole Zap. Here’s an example of what I mean:Form is filled by client and there’s a field that contains multiple answers split by commas Split the text in that field by comma Start loop For each item in the field, do X For each item in the field, do Y End loop Do something else that has nothing to do with the loopEvery time I create a loop, all the subsequent steps are nested inside the loop automatically. Is there a way to avoid this? I know I could just put anything past step 4 before the loop, but the logic of my Zap makes more sense if I put them after the loop.

1
Troy Tessalone
17 hours ago
Be The GOAT
Be The GOATBeginner
asked in How Do I

Active campaign and thinkific problem

Hi there, I am using active campaign and thinkific for this.On Active campaign I have an automation set up and working but Id like to create a zap which removes people from that automation if they sign up on thinkific,I have tired to do that a couple times but none of them have worked so far. On the zap selections I tried the zap which works when customer create new profile and when they make a purchase of the course and also when they enrol on the course selected.Im not sure what else to do to get this to work, Thank you everyone.

3
SamB
Community Manager
18 hours ago
amontero
amonteroNew
asked in How Do I

Publish Alexa skill in Spanish

Zapier Alexa skill is not available on Spanish.I can't do any home automation :(

4
ken.a
18 hours ago
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