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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.

  • 19,268 Topics
  • 65,331 Replies

5 Common Mistakes to Avoid when Using Zapier

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19268 Topics
Edward Zaps
Edward ZapsBeginner
asked in How Do I
How can I get a refund for accidental yearly plan purchase in Zapier?

I purchased yearly by accident, but meant to get monthly. I downgraded to monthly and have since messaged Zapier, asking for a refund, 3 times. I have not heard back.I understand that I can get a refund within 30 days of making the purchase, so I am being proactive about getting in touch.My support codes are:[GYP0Y0-3KD6L][LPENKE-6GJ9R][4X5153-1Z9MY]Thank you,Edward

723
ken.a
1 year ago
K
kbugNew
asked in How Do I
How to get Zapier to ignore {{ }} from Google Sheets

Hi - i have a zap to import data from a Google sheet to a notion database. The Google sheet has columns in it that contain liquid syntax so it has many instances of double curly braces {{ }}. Zapier is seeing these and trying to be clever - I just want it to ignore them and import them across as is without changing the original data source as it is generated by an external system. I’ve tried to use formatters between the steps but no luck. Does anyone come across anything similar and have a recommended workaround?

921
Troy Tessalone
1 year ago
G
Geoff GreenBeginner
asked in How Do I
How do I insert email template into Zapier email creation step?

I have an email template that extracts what I need but I can’t find a way to insert it into a zap that creates an email.  It should be obvious but can someone help?

1735
Troy Tessalone
1 year ago
F
Fernanda PiovezanNew
asked in How Do I
How do I create a list without duplicate contacts in Trello?

Olá!Meu cartão quando chega no trello ele vai duplicado… como faço para que isso não aconteça? Como pode veda: Bainda​, Bianda, Camila Piovezan, Camila PiovezanObrigada​​​​​​

9525
Troy Tessalone
1 year ago
J
JDKruBeginner
asked in How Do I
How do I continue the ChatGPT Zap element to rewrite blog posts from Google Sheets?

Hi,I am trying to create an automation to update and rewrite exsisting blog posts on our blog. I am organizing my data in Google Sheets. When I get to the first ChatGPT zap element I input to complete prompt.  I use a memory key: [row number of my sheet][time/date element from trigger] (should be unique every time.)The response times out, so I get a “true” in the was_cancelled field. However, the first 300-400 words of the response are captured. I added another ChatGPT zap element with the intent on prompting the AI to “continue” as I would in the live on site chat functionality. So for the second ChatGPT zap element I input just “continue” in the user message. I use the same memory key as in the first element. I get an output like this:“Certainly! In our previous conversation, we were discussing how I can assist you. How may I help you today?”It appears that all of the history is in the test output, but it will not output the continuation of the blog that was cut off. Any help would b

2589
J
1 year ago
S
StutiNew
asked in How Do I
How to send Jira ticket to another Jira instance with different Jira accounts using Zapier?

How can use Zapier to send a JIRA ticket from one JIRA JSM cloud instance to another JSM or JIRA software project management instance when the JIRA accounts are different ?

442
Troy Tessalone
1 year ago
C
CharizNew
asked in How Do I
How do we send the BetterProposals proposal link to Ontraport using Zapier?

Does anyone use Betterproposals to connect to Ontraport? If so, how can we push /send the PROPOSAL LINK to ontraport? Is there any way to do that via zapier?

122
Troy Tessalone
1 year ago
T
trekkiNew
asked in How Do I
Subscription Management with Stripe and GetCourse

We are collaborating with Stripe and seeking a solution to provide our students with the option to subscribe to a 12-month plan, which can be canceled after 12 months or auto-renewed monthly. We aim to deduct payments directly from the customer’s account and are looking for a seamless integration with GetCourse. What are the best practices for implementing this subscription model? Your insights and suggestions are highly appreciated.

461
SamB
Community Manager
1 year ago
H
HaikuWolfBeginner
asked in How Do I
How do I automate email replies in Outlook for Brevo form submissions?

I use Brevo to send form submissions to my Outlook web email account, and I want to automate email replies in Outlook. How can I use Zapier to search for an email address in the form submission and automatically send a reply to that email address?Each email I receive from Brevo has a subject line like "Fwd: Contact Form email@blahblah.com," and that same email address also appears once in the body of the message. Thanks for any thoughts on this,David  

899
ken.a
1 year ago
C
cwrBeginner
asked in How Do I
How to format Stripe tax rates for invoices in Zapier: From (,10,20) to item1:0, Item2:20?

hi there, I am trying to create an invoice with different vat rates and the data is coming from stripe as follow fro the 3 items invoicedtax_rates:(,20,10)so the first Item as NO vat, the second one has 10% rate and the last one is 20%)the outcome from zap for each item is as followItem1:”” item2:”20,10” item3:”20,10”how can I get from tax_rates:(,10,20) this Item1:”0” item2:”20” item3:”10”Thank you for your help

651
ken.a
1 year ago
A
ASAoperationsBeginner
asked in How Do I
How do I extract plain text from an HTML email body in Microsoft Outlook using Zapier?

Hello,I have a zap that triggers with a new email in Outlook. I wanted to extract some texts from the email body content, but it’s a bunch of html. Would it be possible to extract the email body to normal plain texts? Appreciate some guidance, thanks in advance.  

10613
ken.a
1 year ago
A
annacookieBeginner
asked in How Do I
How do I send details from monday.com form submissions to Asana tasks?

Hey there, I’m new to Zapier and I’m struggling with an integration.My Trigger is a form is submitted on Monday.com that creates a task in Asana with the form submission details.I’ve tested the Zap and it creates a task in Asana but with none of the details from Monday.com but some data I don’t understand...  I can see where this is pulling from in the event description here, but I don’t seem to be able to change those fields…   Any help on how I can make any sense of this would be massively appreciated!Thanks folks.

497
ken.a
1 year ago
T
TKDBeginner
asked in How Do I
How to trigger only on WooCommerce orders over a certain value?

I currently have a fairly straightforward set up, whereby when an order status is updated to “Paid” in WooCommerce, it triggers “Plant a tree” in Ecologi (screenshot below).On my website I get quite a few £0 transactions going though (and they get flagged as Paid - this can’t be avoided due to the nature of the site). I would like to change the logic so that only paid orders with a value over £0 trigger the tree planting action in Ecologi. Feels like it should be quite straightforward - does anyone know how to achieve this?  

1032
ken.a
1 year ago
A
ADN Wine SpiritBeginner
asked in How Do I
How to separate data on Woocommerce ?

Hello, I'm using the WooCommerce add-on for product creation. The whole setup is working without any bugs, but I'm having trouble assigning different categories, tags, or images to the products.When I add just one piece of information, I get the expected result. However, when I try to add 2, 3, or 4, for example, I don't get the desired outcome. I don't understand how to separate the data.I conducted a test with a product that already existed on my site using the "find a product" search, and I could see multiple "categories," "tags," and "images" in the results.Please help me, I've been stuck on this issue for three days now :( Exemple with 2 categoriesResult “Non classé” is default category (No good)Exemple with “Find product”, the product have differents categories.Maybe it’s a syntaxe problem ?

283
ken.a
1 year ago
R
Rene'Beginner
asked in How Do I
How to automate Notion-GitHub documentation sync using Zapier?

Hi, I’d like to use Zapier to automate documentation files sync between Notion and GitHub.There are two ways that could work:GitHub as the master, with MarkDown files containing documentation stored in a repository and automatically synced with a Notion database Notion as the master, with database entries paired to MarkDown files on GitHubNow it seems neither of those is natively possible using Zapier, is there another way to achieve a similar result?

2856
ken.a
1 year ago
W
workflow1New
posted in How Do I
Outlook email attachements to outlook calendar

I’ve got a ZAP that is working great but it doesnt pull through the email attachment. Trigger is ‘New Email’  Creates an event in outlook calendar This works great. But the email contains an attachment - how can i get the attachment to be pulled through to outlook calendar along with the email details?

261
ken.a
1 year ago
P
pmitchellhcsiNew
asked in How Do I
Newbie: How do I create the following connecting Dux-Soup, LI Nav, and Instantly

I’m new and considering making the switch from an automated tool called SkyLead, to Zapier to combine Instantly and Dux-Soup. I’m a recruiter and the objective is to setup a campaign to have Dux-Soup reach out to my targeted prospects on LI...and have Instantly conduct a cold email outreach campaign. If you all are familiar with a tool like Skylead, this is all done in their system under one umbrella. Why do I have to make the change...their connections with LI are unreliable. So, I’m searching for an alternative and I’m thinking Zapper may be the answer to connect everything for me. Please see the attached sequence (in two parts). The question I have is do you all have a similar template created that recruiters are using with Zapier? Or, is this something I’ll have to create myself from scratch?  

201
Troy Tessalone
1 year ago
S
sfmike99New
asked in How Do I
How do we trigger HubSpot action from the Alchemer survey without leaking email addresses?

I’ve been working with the Alchemer-Hubspot integration provided by Alchemer (SurveyGizmo) and for the most part it works fine for pulling and posting contact fields to/from my survey. However this depends on Alchemer knowing the email address of the recipient. I could pass this to Alchemer in the URL and access it there, but this is a huge security hole since it can be edited to access any contact record. I can also export contacts from Hubspot and run the campaign in Alchemer which is secure, but then we lose the benefit of managing and tracking all communications through Hubspot (which is after all why we want the integration).Looking at Zapier, it appears that the triggers have to be on the Alchemer side (e.g. new survey submitted), and not triggered by a Hubspot action which is my goal. Can Zapier address this in some way? Thanks.

201
Troy Tessalone
1 year ago
A
AROOFERNew
asked in How Do I
Update contact information in Brevo when customer attribute is updated in JobProgress

I set up a zap so new leads from JobProgress are added to Brevo.I would like to keep certain information updated in Brevo as the lead goes through the different stages of JobProgress. Is this possible? The only triggers available for JobProgress seem to be new lead and new customer. I am unsure if I can accomplish what I need.   

1021
Troy Tessalone
1 year ago
C
clipsclashNew
asked in How Do I
How to upload YouTube video to Instagram reel?

Is there any way for me to auto upload my youtube videos to instagram reels? 

761
Troy Tessalone
1 year ago
E
Enkel_MarkBeginner
asked in How Do I
Implement API to POST from Google Sheet

HiI am currently working on implementing an API that will pull out Leads from a Google Sheet. I have a Zap that take the Leads from Facebook Lead Ads and put them into the Google Sheet, then the Sheet sorts the Leads by certain parameters (like: Age, mobile number etc). This part works as intended My problems come to light when I am trying to extract these leads from the same Google Sheet again and use Zapier to send these to the customer program using an API. (Do to agreement and legal reasons I can’t send any information about the API). I have several question about this. How does Zapier know which Row in the Google Sheet it has send using the POST API, so it does not send it again?Is it possible to even implement an POST API that pulls out Leads from a Google Sheet?How often does the Zapier Zap trigger for the POST API event, and pull out the Leads?I am not very good with APIs and only recently began putting my attention to learning about APIs.I will leave a picture of my entire ZAP

3311
Troy Tessalone
1 year ago
I
IOSWANew
asked in How Do I
How do I create a WooCommerce to Keap integration to tag customers on purchase via Zapier?

Good day! Anyone here tried creating Zap for WooCommerce - Keap integration?We wanted to our customers to be tagged and added as our Keap contact when they purchase a certain WooCommerce Product. Any help would be appreciated. Thank you!

101
Troy Tessalone
1 year ago
A
atorunBeginner
asked in How Do I
Can I link Messages in Amazon Seller Central to Zapier?

Hello, I’d like to use Zapier to connect Amazon Seller Central so that all messages received from our Amazon customers can be forwarded to our help desk software.  Is it possible to link messages from Seller Central? Thanks!

2237
H
1 year ago
T
thefollowupagencyNew
asked in How Do I
How do I automate monthly reports to clients using Google Sheets and Zapier?

Hey team, I was wondering how can we set up an automation with the following: Send monthly reports via email to our client about how many have booked and cancelled an appointment. These reports will be tracked using a Google Sheet.  This should be sent every 1st of each month, then we will need to duplicate the template worksheet and rename those duplicates with the corresponding month and year.  We need to make sure that these duplicates has the same header as the template, also is there anyway that Zapier has an action to rename the worksheet?  Once this has been created, how can we automate the Zapier to make sure that new records will be tracked on the new worksheet for that corresponding month. Is it also possible that the email that is being sent monthly will have the updated link of the new worksheet for that month?I was able to do the following triggers and actions: Trigger: Schedule by Zapier (every month, 1st of the month )Action: Send Outbound Email in Email by Zapier (adde

2565
Troy Tessalone
1 year ago
N
NutmanNew
asked in How Do I
New Small Business Owner Looking to Automate Follow-Up Emails from Google Sheets for Financing and Contracts

Hello everyone,I'm a small business owner and new to Zapier. My business is currently in the process of applying for various financing options from banks as well as contracts from government organizations. These opportunities are crucial for my business growth, but they often require constant follow-up.I've built a follow-up email sequence to keep the conversation going with these organizations, but doing this manually is becoming quite time-consuming. I have all the contact information and outreach details stored in a Google Sheet.I was wondering if anyone here could guide me on how to automate this follow-up process using Zapier, pulling the data from Google Sheets? Specifically, I'm looking to automatically send follow-up emails to organizations that haven't responded within a certain timeframe.Any advice or tips would be greatly appreciated!Thank you in advance!

291
Troy Tessalone
1 year ago
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