Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

I am new to Zapier Integrations, but I am technically geeky.

I am trying to add/update my Excel spreadhseet with customers birthdays. I have a list with their names and dates of births on. I understand i may have to create or update the Sheet to make it ‘talk’ to Zapier properly. However, I have the following question please?

  1. How can i set it up so i can only add data to a particular “worksheet/tab”? I currently have each tab set up to represent each month - so I’d want to add client details to the corresponding tab of their birthday

The only way I can think about it is to have 12 sets of Zaps with filters only pulling across Ciient data for each month and then adding it to the corresponding “worksheet/tab”

 

Thanks

 

Hi @Syanides 

Good question.

You can use separate Zaps with Filters.

You can use 1 Zap with nested Paths, but that will use extra Tasks for the nested paths.

NOTE: Paths require a Professional Zapier plan.

 

I’d recommend using Airtable instead of Excel/GSheets.

Airtable has Views.

Views can have Filters. (e.g. Month = May)


 

Thanks for this, much appreciated. Not sure i can deal with a new piece of software for now - heh heh.🤣.

 

If i stick with Excel for now, I am trying to add the filter to pull out the separate months and picking the individual months. But my data is in dd/mm/yyyy format, so I’m not sure how to filter out each month. I have tried with a test data with a birthday in November and the Filter to look for “After 31st October” and “Before 1st December” - but the Test fails. 

Even if I do not filter and just update a Global list - how can i pull out the months to update a separate Column in Excel with the name of the month?

 

(Or am I resigned to use something like Airtable?)

@Syanides 

Depending on how many records you have Airtable has a free plan.

 

Terms & Conditions