How to create a CSV from form data and add its link to a Google Calendar event using Zapier?

Hi @Revolution2019! 👋

You could try using an app like EasyCSV to create the CSV file that has a Create CSV File action which could generate a CSV file. Or perhaps you could create a spreadsheet with the information and generate a link to a CSV version of it using the workaround outlined here:

You’ll likely need a Formatter action to format the contact information that needs to be sent to the action creating the CSV file. But without seeing how it’s currently being output in that Hints field it’s a little difficult to give more specific advise on that. If you need any further help on that can you share a screenshot showing an example of how that contact information appears in the Hints field within the Zap? Please remove/hide any private information (like names, emails, addresses etc.) from any screenshots before sharing.

For updating the description of the Google Calendar event, in the Description field on the Update Event action I’d suggest selecting both the existing description for the event as well as the link for the CSV file that’s generated. That way when the event is updated it’s previous description will be added along with the link to the CSV file.   

Looking forward to hearing from you on this!

Sorry, UPDATE: 

So I guess I solved the problem I described above. New problem is that EasyCSV suddenly only recognizes one of the values I put in and shows the other values as being blank which they are not. 

Hi,

sorry for the delay

I tried using the solution you postet but it doesn’t work as I’m getting an JSON error.

Also I’m not sure if this solution really applies to my problem since in the video he’s talking about line items. However in the data coming from youcanbookme (my trigger) there are no line items. And I only have one single field that contains names and email addresses so I con’t think I can follow the solution correctly.

I’ve attached some screenshots (the name shown is my own, so no worries there)

You’re right, I changed the separator and the POST step worked now. However I’m not sure what the next step is supposed to be now? Because the CSV that it creates isn’t correct. It’s got the correct headers but not the correct info below. All of the information is in every cell below the headers and there is only one row.

What am I supposed to do now?

Apologies for missing your message here previously, @Revolution2019!
 

Ah, I think see the issue. Looking back at your previous screenshot it seems that the same (Hints) field is selected for the Vorname, Nachname and E-Mail - sorry for not picking up on that previously!

You’ll need to instead select the relevant fields being output by the Formatter (Split Text) action that was used to split the values in the Hints fields up into separate fields:

Can you give that a try and let me know if that gets the information added to CSV correctly?

I’m so sorry for the confusion caused here @Revolution2019. The other formatter action step I was referring to was the Formatter (Split Text) action you shared a screenshot of previously, which I didn’t realise was no longer working. 

Looking again at the example format of the data in the Hints field (first name last name email position) I think you’d need to use a code step to have the first name, last name, email and position values for each new line grouped together by type. That will then allow you to select the values in the subsequent formatter action. 

I used our Code with AI feature to generate some Python code to create the necessary line-items. Here’s the code I used:

# Split the input data by new line to get individual user data
user_data = input_data["userData"].split("\n")

# Initialize empty lists for each user data type
first_names = []
last_names = []
emails = []
positions = []

# Loop through each user data
for data in user_data:
    # Split the data by space to get individual values
    values = data.split(" ")
    # Append the first value to first_names list
    first_names.append(values[0])
    # Append the second value to last_names list
    last_names.append(values[1])
    # Append the third value to emails list
    emails.append(values[2])
    # Append the fourth value to positions list
    positions.append(values[3])

# Create a dictionary with keys as user data types and values as the corresponding lists
output = {
    "first_name": first_names,
    "last_name": last_names,
    "email": emails,
    "position": positions,
}

For the userData input field you’d select the Hints field from the YouCanBookMe trigger


That should then allow you to select the relevant line items containing the sets of each type of user data in the Formatter (Line-item to Text) action:


Can you give the above a try and let me know if that fixes it?

No worries @Revolution2019! 🙂

That’s very strange. Can you share screenshots of the output from the Code step, as well as the current set up of the Formatter and Webhooks actions? I’d like to take a closer look at those to better identify what’s preventing it from picking up the rest of the information.

Keen to help get to the bottom of this so will be keeping an eye out for your reply!

Thanks so much for sharing those additional screenshots here @Revolution2019.

It looks like there’s an issue with the Code action as it’s only outputting one set of data instead of multiple line items:


Can you confirm whether the Hints field was selected for the input on the Code action or did you manually type in the user data like I’d done on my example?

It should look something like this:


If you did select the Hints field in that Code action, can you share a screenshot showing how the data in that field appears on test section of the YouCanBookMe trigger: 

Seeing how the data appears in the Hints field will help me to better see if there’s any nested line items or whether it’s just text. And help me to determine if any changes need to be made to the Code action to get it process the rest of the data in that Hints field correctly.

Once we’ve got this part sorted out, the data should then be sent over to EasyCSV correctly! 

Thanks for sharing that @Revolution2019, I can see what’s causing this now! 

The different contact information isn’t separated by new lines as I originally thought. So I’ve used the AI feature to generate some different code which will allow a list of the different contact information that’s separated by spaces and output them in separate line items:

# Get the user data from the input
userData = input_data["userData"]

# Split the user data into a list of words
words = userData.split()

# Initialize empty lists for each type of data
firstNames = []
lastNames = []
emails = []
positions = []

# Iterate over the words in the list
for i, word in enumerate(words):
    # If the index is divisible by 4, it means it's the first name
    if i % 4 == 0:
        # Append the word to the first names list
        firstNames.append(word)
    # If the index is 1 more than a multiple of 4, it means it's the last name
    elif i % 4 == 1:
        # Append the word to the last names list
        lastNames.append(word)
    # If the index is 2 more than a multiple of 4, it means it's the email
    elif i % 4 == 2:
        # Append the word to the emails list
        emails.append(word)
    # If the index is 3 more than a multiple of 4, it means it's the position
    elif i % 4 == 3:
        # Append the word to the positions list
        positions.append(word)

# Initialize an empty list for the output
output = []

# Iterate over the range of the length of the first names list
for i in range(len(firstNames)):
    # Create a dictionary with the first name, last name, email and position
    # The index is used to get the corresponding values from the lists
    item = {
        "First Name": firstNames[i],
        "Last Name": lastNames[i],
        "Email": emails[i],
        "Position": positions[i],
    }
    # Append the dictionary to the output list
    output.append(item)

# Create a dictionary with the key "output" and the value as the list of dictionaries
output = {"output": output}

I’ve tested that code with multiple contact details that are separated by spaces, instead of new lines:

And it grouped the contact details into separate line items:


Can you try updating the code as shared above and let me know if that fixes it?

Yay! I’m so pleased that got it working, @Revolution2019! 😁

I’ve been looking back through the screenshots here and wonder if the error could be due to the value in the Separator field on the Formatter action.

Looking at the latest screenshot of the set up of the Formatter action it appears it’s now using /// as the Separator:
But in the example in the tutorial it’s using three pipes | | | in that field: 


Can you try that changing the separator to the three pipes instead, then test the Formatter and Webhooks actions again. 

If it doesn’t work, can you share the full JSON error that it’s showing, that should help me to better identify what’s causing the error. Thanks! 🙂

Sorry to hear it’s still not working @Revolution2019.

It looks like you’ve selected the individual Output Item fields, but in the EasyCSV tutorial the Output Text field was selected:


Can you select the Output Text field instead as that should contain all the values. Then change the name of data_1 to data, and get rid of the data_2 and data_3 fields to match the set up shown in the above screenshot.

Please give that a try and let me know whether that fixes it. 🙂

YAY! 🎉🎉🎉 That’s such fantastic news, @Revolution2019! I’m so happy that worked as hoped.

It’s quite a long thread here so it might be best to open a new topic to troubleshoot any new issues. You can always include a link to this topic though, so any folks that stumble across it can reference the previous conversation here for more context.

Best of luck with the tests, I look forward to hearing how they go! 🤗