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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.

  • 15,383 Topics
  • 53,048 Replies

5 Common Mistakes to Avoid when Using Zapier

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15383 Topics

S
sevvyBeginner
asked in How Do I

How do we integrate Birdeye with Zoho CRM to automatically transfer leads?

Hi there,I am currently working on integrating Birdeye with Zoho CRM. My goal is to have a new lead created in our Birdeye account automatically added to Zoho CRM as a new lead. However, I've encountered some challenges in the Zoho steps.I was wondering if someone has experience with integrating any app with Zoho CRM. If so, could you share insights into the event chosen and the fields configured?Thanks in advance.

7
Troy Tessalone
25 days ago
C
CBantoftBeginner
asked in How Do I

How do I send bulk personalized emails via Office 365 at a regulated pace?

Hi.  I need to send an email to 14,000 people.  I’m using Zapier because each person needs their own unique email. I am using google sheets to store the data (Name, Email address, unique content)I am using an Office 365 account to send the emails I would like Zapier to send 100 emails per 10 minutes though instead of trying to send them all at once. I have tried putting a send time on the spreadsheet but Zapier doesn’t seem to talk to Google Sheets frequently enough for this and it was trying to send several batches at once. Anyone know how I do this? Thanks

7
C
25 days ago
Brian Moran
Brian MoranBeginner
asked in How Do I

Need help creating line items for looping step

Please see video below; 

5
Brian Moran
25 days ago
L
Linda GBeginner
asked in How Do I

How do I update stock quantities in Google Sheets when order is placed in Ecwid?

Hi all,In Ecwid we sell individual products and “kits” made up of products. When an order is placed, the stock quantities on the platform adjust automatically. I want to send the new stock quantities from Ecwid to Google Sheets to do some data manipulations (to adjust the quantities of the products in kits) and then send the new quantities back to Ecwid.How do I create a zap that updates the stock quantities in Google Sheets based on an order from Ecwid? Thanks.

1
Troy Tessalone
25 days ago
A
andrewmurrayNew
asked in How Do I

How do I use Zapier to import Coingecko data into Airtable or Notion?

Can you use Zapier to pull Coingecko data (or similar) into an Airtable or Notion table?If so, how?

1
Troy Tessalone
25 days ago
B
Brady_PNew
asked in How Do I

How do I keep my commas when importing into Airtable?

Hello all, I have a Cognitoform that is being used to transfer student and testing information into an Airtable. The part that I am having issues with my student names (Lastname, Firstname). Whenever I run the Zap it is removing my comma and making the names two different values. I have included my Zap script below and the issue is at the bottom. idrecwd5ZsqGkXtkcnhcreatedTime2023-11-14T13:47:04.000ZfieldsRequest Number81Requested Period1reckY93KMqrbaprQeFocusAssessmentAssessment Linkhttps://www.cognitoforms.com/ArchbishopHobanHighSchool/_2324TutorAssessmentRequestNEW#b4cJ9a0LKIA_p4TSz0K8S0GawCbGHvwBITgEtBADynU$*RequestorTeacherStudent1rec76ccpONb8SiVN72recW0S3nufHIg2kMoCourse NametestingTime Allocated45ReservedDate12023-11-08Assessment DirectionslabelDirectionsurlhttps://www.cognitoforms.com/ArchbishopHobanHighSchool/_2324TutorAssessmentRequestNEW#b4cJ9a0LKIA_p4TSz0K8S0GawCbGHvwBITgEtBADynU$*Cancel or No-ShowlabelCancel or No-Showurlhttps://airtable.com/shr81ywO9hrX2UJNc?prefill_Appoi

11
ken.a
25 days ago
D
DRem343New
posted in How Do I

How to create a private MindBody interface using Zap?

Has anyone had any success building a private interface to MindBody using Zap?

1
ken.a
25 days ago
D
DracoleadBeginner
asked in How Do I

How do I create a custom message and change the language template in WhatsApp Notifications?

This post was split from topic:  Hey I need to be able to send custom message too…moreover I need to be able to edit the templates or at least their languages!Please!

3
ken.a
25 days ago
P
PRPPNew
asked in How Do I

How do I restrict my ChatGPT-based ChatBot to only answer questions based on uploaded data?

Hello, I created a ChatGPT based ChatBot. I uploaded data. I gave the instruction that the bot is only allowed to answer questions that are related to the uploaded data. But it also replies to any other topic. How can this be prevented.  Best regards 

4
ken.a
25 days ago
S
sallyozBeginner
asked in How Do I

Creating a Zap based on G-mail Subject AND First word of text

Thank you firstly to this community.As part of an e-mail campaign I’m trying to ensure that people are on the Monthly Mailing List. So I’m sending an e-mail saying “hey, are you also on our monthly news mailing list”. Please reply YES to this e-mail and we’ll make sure you stay connected.So I was doing a Zap based on the G-Mail subject but then I also want to check that they wrote yes then it would apply a tag in my Drip E-mail.Because I have the word yes in the main e-mail which they are replying to I can’t just say “content includes YES”. I need it to be the first word of this e-mail is YES.I’m pretty confident that Gmail filter doesn’t allow it but want about E-Mail parser or something?Also open to other strategies!

5
ken.a
25 days ago
S
snmcdowellNew
asked in How Do I

How can I add the "Work Order is Updated" trigger event for Microsoft Dynamics 365 CRM in Zapier?

The out-of-box Dynamics 365 App does not have the Trigger Event I need which is "Work Order is Updated". Work Order is an out-of-box entity in Dynamics 365 (not custom). According to the Help doc, I can request it - but where? Does the PREMIUM version of Zapier provide this trigger event? Can a non-Zapier developer add an event? I was not able to find documentation on this If neither are viable - I read that we could use a Webhook. Do you have any thoughts on this? Is there another app available for Dynamics 365?  I was unable to find any others to try.End Goal:When a Work Order is Updated to Complete in D365Broadly will Create a New Contact (with the Contact's information)The D365 App, Broadly App, and Broadly event are all OOB. It is just the 1 D365 event that is not there.

1
ken.a
26 days ago
I
Imrello596865Beginner
asked in How Do I

How to create an alias-communications-solution

Hi thereI am looking to mask email addresses in Gmail, Outlook, etc. from both the recipient and the sender but still allow them to email one another and in bestcase to document the communication.Is there any kind, any idea of a clever Zap-startegy (maybe something with googlesheets, ID-Matchings, etc.) or any usefull tools I should ad?Many Thanks

1
Troy Tessalone
26 days ago
R
RJKBeginner
asked in How Do I

Restricting access to an Interfaces course

I’m experimenting with an online course built in Interfaces. I’m realizing (a bit late) that Interfaces may be an abandoned project, as direct help queries aren’t being addresses within 1 week, and “office hours” have been suspended since September.My question isn’t too exotic. I’d like to restrict access to the course to users with permission, based on email. Interfaces allows you to manually enter/delete one record at a time for this purpose.Is it possible to upload eligible users into the table, or synch with a table in Google Sheets? Or am I stuck manually adding/deleting one record at a time? As best as I can tell (given that no documentation exists), they way course access would work is: (1) a prospective user enters their email on a login page; (2) for a permitted user (exists in Interface instance’s users list), a 6-digit code is sent by email for use in logging in. If the user’s email isn’t in the users’ list, no email is sent (and no notification of any kind is displayed).\ T

11
Lars
26 days ago
R
Rosaria1979Beginner
asked in How Do I

How to update an address of a customer in Shopify?

Hi,I would like to understand how I can able to update all the fields of a customer in shopify because at this moment in my test flow I can able to modify only phone number, email address, first name and last name.Why don't I see all the other customer fields in shopify? Thank you for your availability. Best Regards, Rosaria

4
Troy Tessalone
26 days ago
U
uniludoNew
asked in How Do I

How to automatically import new contacts from Google Sheet to Chatfuel?

Hello,I want to automatically import contact details ( first name, phone number) from a Google Sheet to Chatfuel. The Google sheet is where our new leads are captured, so new lines are created regularly.I’ve tried to use a zapier webhook to perform this task, but it does not seems to work

1
Troy Tessalone
26 days ago
O
OoniRickBeginner
asked in How Do I

Copying from Google Sheets to Notion Data base but only on Schedule ?

I am looking at doing something a little different, I currently have a sheet get populated every 15 minutes with data to create a feed into slack, this works great as it gets triggered by the new lines (after a script deletes the previous input) and it broadcasts the data every 15 minutes. Within that data is information I want to broadcast only once a day, I am approaching this with a different zap but once I set up a schedule I am stumped how to pick the data (from a whole specific sheet) without using a ‘new row/entry’ trigger. Any ideas? Thanks hive mind!

1
Troy Tessalone
26 days ago
R
reemziNew
asked in How Do I

How do I upload a new document to Zapier from a signed document trigger?

How do I upload a new document here? It is showing an option from May, i dont remember how I did it previously. I have selected TRIGGER - NEW SIGNED DOCUMENT, maybe last time i used SUBMITTED document thats how i made it work.Thanks 

1
Troy Tessalone
26 days ago
L
lgirodNew
asked in How Do I

How to automatically add new website registrants to a MailerLite welcome email group?

Hi, I would like to create automation so that every time I have a new user registering on my website, they are automatically added to a MailerLite group (Welcome email).It works with already existing users but not users with users who just created an account which leads to me having to manually add new users. Thank you very much for your help.Kind regards,

1
Troy Tessalone
26 days ago
R
rmm1New
asked in How Do I

Can more than one account use the same access token for Privyr?

I’m trying to set up a zap to send new leads from Meta to Privyr. This is the CRM used by our client (I work for an agency). They have anothe client doing some other work for them who is also gathering leads and apparently is also using Zapier to send them into the CRM. When I tried to set up the zap, the access token wouldn’t work. Could this be because it is already in use by the other agency? Or can multiple accounts use the same access token? And if not, are there any workarounds we can use?

1
Troy Tessalone
26 days ago
D
Digitalagentur1Beginner
asked in How Do I

How do I retrieve the address associated with company in HubSpot triggered by Contact Recently Created or Updated?

i have a zap with the trigger “Contact Recently Created or Updated in HubSpot”.I want to get the address associated to the company associated with set contact (I've circled it in the picture)how do i do this?thanks

3
Troy Tessalone
26 days ago
M
Mitchell ZezimaBeginner
asked in How Do I

[Professional Help Needed] Zap Keeps Duplicating Itself

Hello, I am looking for a professional to fix an issue with some of my Zaps triggering multiple times (sometimes up to 20). I have tried this fix without success. As you can see by the screenshot here the Zap is triggering multiple times at the exact same time and draining my Zap allowance in the process. Zapier support have been unable to fix the issue and have kindly declined my request to reimburse the wasted Zaps. Thank you   

3
M
26 days ago
greysonz1997
greysonz1997Beginner
asked in How Do I

How to use Memory Key???

Hi, I was wondering how can I properly use the Memory Key function for Chat GPT?  For example, I’m building a zap flow that will generate social media copies for me. However, it is starting to sound very repetitive. What can I input to Memory Key so that it doesn't use redundant language in the future when it generates social copies for me?

5
SamB
Community Manager
26 days ago
N
nickhavr93Beginner
asked in How Do I

Capturing GCLID from Google Analytics and passing to Marketo

Hi Team,  We’re attempting to capture the GCLID from a gravity form submission on our WordPress site so that we can associate it with the lead to track offline conversion data for our Google Ads campaigns. The lead comes through Marketo and is then synced to Salesforce, but we’re having trouble capturing the GCLID once the form is submitted. I think we can create a zap that will sync the form submission GCLID from Google Analytics into Marketo, which will then sync it to the lead record in Salesforce. But, I haven’t quite figured it out yet. Does anyone have any recommendations for this? Or perhaps, a better way to capture the GCLID and associate it with the lead in Marketo? Thanks so much

3
ken.a
26 days ago
B
brunorendeBeginner
asked in How Do I

Is it possible to assign a new ClickUp task to a team instead of an individual?

When adding the action “Create a ClickUp task” and setting all its fields, I can’t assign it to a team/group from my workspace, even by adding its id. I can only assign the task to a specific user. Is there any work around within Zapier without using ClickUp automations after the Zap is triggered? Is it planned to get this option soon?Thank you,

4
B
26 days ago
L
lwebbBeginner
asked in How Do I

How do I extract the contact email from JIRA Issue Back to HubSpot Workflow after HubSpot Form Submission?

Hi there! Hoping someone might be able to help. I’m trying to automate the following:Contact fills in a HubSpot Form, then Form information is zapped into JIRA as an issue.  Person manually moves the issue to a “Complete” status  Contact email (within JIRA Issue from the original form submission) is placed in a HubSpot WorkflowI’ve managed to get the first part automated (HubSpot form into JIRA Issue) but I want to be able to have the contact email that is in the body of the JIRA issue (from filling in the HubSpot Form) be zapped back to HubSpot and into a workflow. I can’t seem to figure out how to extract the email from the Issue in JIRA to send back to HubSpot. Any ideas? 

3
ken.a
27 days ago
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