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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.

  • 19,697 Topics
  • 66,910 Replies

5 Common Mistakes to Avoid when Using Zapier

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19697 Topics
D
DarkRoomBeginner
asked in How Do I
Optimizing Zap for less Task usage.

So as the title suggests, I want to optimize my zap to use less tasks as one ‘loop’ will eat up 8 tasks and I have a lot of iterations to run through sometime so that monthly budget gets used up quick. Here’s what I have so far. I tried combining all of the code together but it made it convoluted and impossibly difficult to troubleshoot so for simplicity I’ve kept them apart. Step 6 is necessary as well because the trigger doesn’t contain all of the information I would need (specifically the date). Is there a better way to go about setting up this zap so that it uses less tasks per run? Would webhook be the way to go? Any advice would be greatly appreciated. Thank you

1171
Troy Tessalone
1 year ago
I
Imrello596865Beginner
asked in How Do I
How to dynamically translate German Google Docs templates to English using Zapier?

Hi there,I have an automated generated spreadsheet and in one column I have a update google-docs-link within is an own templatestyle in german written. Now I want to have an english version of this template. I already tried the App pdf.co but they deactivated the PDF Translate Action. Now I am trying further options like for example DeepL but it didn´t work. I find this introduction but it is via airtable and not via a updated spreadsheet: Can you help me with options, ideas how I can translate a PDF or google-doc dynamic and getting out the same template like the origin?Many Thanks 

385
Troy Tessalone
1 year ago
J
julisNew
asked in How Do I
Can I trigger a Zap using a flagged email or a task from Microsoft Planner/Loop?

Is there a way to somehow trigger a Zap with either a flagged email or a task from Microsoft Planner/Loop?Both show up in Microsoft Todo, but not as tasks, and the “new task” trigger doesn’t pick them up. My best workaround idea is to do another automation in Power Automate that collects all the task info, and use the output of Power Automate as a trigger for Zapier. Thank you in advance!

741
Troy Tessalone
1 year ago
E
ErkkiBeginner
asked in How Do I
How do I create a Zap to post to multiple social media accounts?

I am developing zap which creates posts to social media (Instagram and Facebook). I have over 20 different social media accounts/apps which should be supported. The optimal solution would be to create one generic zap which where used social media app can be dynamically set. Is possible to do with Zapier?I want to avoid developing (and maintaining) over 20 Zaps doing exactly the same logic - only difference is social media app.  

3125
Troy Tessalone
1 year ago
R
rbsimps00New
asked in How Do I
Does Zapier Work Offline for JotForm and Spreadsheets?

Hi!I am looking at purchasing Zapier for my company but need to know if it can accomplish the following:  Can underground workers (without internet) fill out their JotForm as usual and then when internet is restored to the mobile device, the information that they has input throughout the day be populated into the spreadsheet? I have tested the functionality of my Zap flow and all works just fine but have not tried to do it without actove internet connectivity. Thanks so much for any insight!

421
Troy Tessalone
1 year ago
R
raytax25New
asked in How Do I
How do I create a Zap to transfer data from ActiveCampaign to PandaDoc when a deal stage changes?

Hi thereIm struggling to get a zap working where I want to do the following: Create an automation in Active campaign when a deal stage changes The send about 8 bits of data (captured in custom fields in active campaign) over to Pandadoc Create a doc from a saved template with custom fields that then fills with data from active campaign and send out for signature Im really struggling to set this up and i cant find enough info on the setup to make sense of it. I cant seem to see any place to map the data from active campaign to Pandadoc fields - although I feel like it might have something to do with the metadata options at the actions tab on create a Pandadoc Any help much appreciated Cheers Christian  

141
Troy Tessalone
1 year ago
L
luliabackerBeginner
asked in How Do I
How do I automate eCommerce art print refund processing using Zapier?

I'm looking to streamline our e-commerce store's return and refund process. Currently, we manually process refunds of art prints after return approvals. Is there a Zap or workflow that can be set up through Zapier to automate refund processing once a return is approved? Any insights or examples would be greatly appreciated!

221
Troy Tessalone
1 year ago
CoCo Kelly
CoCo KellyBeginner
asked in How Do I
GPTs Built With AI Actions by Zapier - How do they work when we share them with others?

Hiya!So, I have a few questions about how the AI Actions by Zapier work when we share our GPTs with others e.g. team members or customers.  Hopefully, this is the right place to ask these. If I’ve set up a custom GPT and added on AI Actions i.e. I’ve gone through the whole setup following Zapier’s instructions from here: https://actions.zapier.com/docs/platform/gpt, I’ve given authorization etc. if I were to share this GPT with teammates or customers… Does this mean they’d have to give their own authorization to Zapier when using my GPT and set up and enable their own Actions so they can create their own automation on their Zapier account? How would my teammates or even customers use my custom GPT with AI Actions built in?  Also, I saw that we can have our GPT with AI Actions create Zaps for us in the Zap Editor and all we need to do is click on the link and finish building it out.  How does this actually work?   When setting up the Actions we want the GPT to be able to execute, we h

5921
SamB
Community Manager
1 year ago
S
somedudesteveNew
asked in How Do I
How to bulk import Slack user accounts to Mighty Networks using Zapier?

Note: This may not be possible but I’ve exhausted my research so will ask here.  I have 700+ member users in Slack. I would like to import the user accounts into Mighty Networks to ensure a seamless transition. I can get a member export from Slack in json format and possibly in cdv or tab delimited format. I suspect this would include username/email but won't port over the login passwords. The Zap triggers for Slack to Mighty Networks all are based on a “new action” (ie. new user account, new post). Is there a way for me to define a trigger that I can manually “trigger” to import a file of members?  

371
ken.a
1 year ago
E
ed.c.New
asked in How Do I
How to import Airtable product data with shipping rates into Shopify?

Hi folks,I’m about to onboard my store that is in AirTable into Shopify. Into Airtable, each product has one of 3 shipping rates, as a field.How do i have each product imported from AirTable into Shopify, where shipping rate is also imported and saved for each specific product?Thanks,

153
ken.a
1 year ago
S
somedudesteveNew
asked in How Do I
How do I migrate archive of Slack messages to Mighty Networks using Zapier?

I would like to migrate my user community forum from Slack to Mighty Networks. I have 700 members, a dozen channels and 1000s of posts within those channels. I can manually create the channels in MN. I can get active users to create accounts using email blasts. What I would like to do is move my archive of messages over to MN. Slack will let me export channels and messages to a json file but MN has no import feature for this. So I’m thinking perhaps I could create a Zap that will browse my slack forum, select each message and recreate it in MN.  I cannot find a zap trigger for this.  The closest I can find are triggers based on new messages. Any advice would be appreciated.  

251
ken.a
1 year ago
N
NovamagBeginner
asked in How Do I
How do I adjust a filter to compare "Start Date" with "today"?

This post was split from topic:  Hello, again :-)We noticed that a wrong end date is being compared here. We would like to filter so that all leads older than 14 days successfully pass through the filter. In the configuration, I have seen that we cannot select "today" for the "End Date Value." In my example, it always shows the date 17.11.2023. So, it's always comparing the start date with 17.11.2023 and not today.Is there a way to adjust the filter to always compare "Start Date" with "today" instead of a fixed date as it currently does?Thank you for the help <3 

2843
ken.a
1 year ago
S
somethingfishy69New
asked in How Do I
How do create a WordPress post from content of a Notion page?

I need to link Notion and WordPress so that whenever I create a new item in a database, the content of the page is used to create a new post in WordPress. Right now, Zapier doesn’t give access to the content of the page. I get only the various properties of the page. Is there a viable workaround if there’s no such feature available for now?

271
Troy Tessalone
1 year ago
C
Claus JensenBeginner
asked in How Do I
How do I find and move a file to a folder which contain a word or a phrase as the files name?

Hey guysI uploaded a file to Google Drive and formatted the title of the file to contain a single word from an existing folder in my Drive. How can I find this folder in step 5?

585
Troy Tessalone
1 year ago
B
BobWPNew
asked in How Do I
Can Calendly to Squadcast handle multiple attendees?

First I am new to Zapier so bear with me :) So I was able to get the zap working that when someone booked a spot on Calendly, it created a scheduled recording in SquadCast. But for my podcast I often have more than one guest. When multiple guests sign up for the same time slot, then SquadCast creates a separate recording session for each one which doesn’t work. I looked at the zaps available, but wanted to make sure there isn’t something I am missing.Workaround right now would be to add them to the other scheduled recording on Squadcast manually as they come in and then send out emails. Before I add that to my workflow wanted to check for possible other options if there are any. Thanks!

143
Troy Tessalone
1 year ago
L
ldruryBeginner
asked in How Do I
How do I get the row IDs of a Zapier Table from a Find Records (Output from Line Item)

I am creating an interface with a query function for my users. The user enters what they want to find into a field and then the associated Zap finds the data in the source Zapier Table and then puts the results in a Table that is displayed to the user. I’ve got this working, however, all new query requests have the query results added to the bottom on the display table. So, I either need to add the results to the top of the display table, clear the display table or some other option I haven’t thought of so that the user sees their query results displayed back to them (without having to scroll down to find them).Any ideas?Thanks!!!Query screen with results shown; additional queries do no change rows shown 

5073
Troy Tessalone
1 year ago
B
btillis94New
asked in How Do I
How can I use split function to parse text from a form for a Slack message?

I am trying to parse text from a form submission, and I am trying to understand how to do so with the Split Text to Extract Words function in Zapier. Some of the data fields from the form are as follows:Name: Ben TillisForm Name: Los AngelesI would like a Slack message sent with the first name and last initial, a period, and form name: “Ben T. Los Angeles”How do I use the Split function to do this?

531
Troy Tessalone
1 year ago
J
j1201New
asked in How Do I
How to automatically sync JotForm data with an internal relational database using Zapier?

 Hello! I'm currently exploring options for automating data flow between JotForm and our internal database system. Our aim is to seamlessly send form submissions from JotForm to our relational database, while maintaining data integrity and relationships. I'm interested in:Can Zapier be used to trigger actions based on new form submissions from all forms? Does Zapier offer the ability to map JotForm fields to corresponding columns in a relational database? Can JotForm retrieve or display data from an external database using Zapier?  Thank you!

471
Troy Tessalone
1 year ago
S
spirouNew
asked in How Do I
How to dynamically update Google Sheet and send email based on Systeme.io sales?

Hello Zapier community, I’m facing an issue:The zap i’ll try to create is this one:When there is a sale on systeme.io, update column A with email customer from the sale on the google sheet dynamicly (meaning always on the next raw) then assign a code which is in column C and same raw as the column A to finaly send it by email. The issue i’m facing is the dynamic part, or it always used the same raw or facing an issue with adding a  lookup step. Can someone help me on that?

526
Troy Tessalone
1 year ago
M
MDufortNew
asked in How Do I
How do I auto-distribute Stripe payments into separate Google Sheets tables?

So far all my Stripe payments appear on the same table on a Google Sheet but I’d like to automate each product in a different table. Is that possible and if yes, what plan do I need? Many thanks

513
Troy Tessalone
1 year ago
N
NovamagBeginner
asked in How Do I
How do I updated many Leads in Pipedrive with one tasks instead of one by one

Hi there!Our Zapier-Automation runs, with one small issue. Maybe someone can help?We run with Pipedrive, and we find all leads with a custom field called “Automation” with the value “Warten 1” and the process is running well, with the problem, with one task, he only updates one lead.The Zap runs every hour and check the leads for new “Warten 1”. Currently, we have a few hundred leads which should be updated with our Zap. Is there an option, where I can set, that the Zap updates ALL leads instead of one by one per task? We are running out of tasks after one week (405 of 750 tasks).Thank you <3 Step 5, “Sent 1 new Lead to Pipedrive”. How we can increase the number of send Leads to Pipedrive with one run?

151
Troy Tessalone
1 year ago
E
emckin2Beginner
asked in How Do I
How Do I Create a Zap Using ServiceTitan Job Tags?

I am not seeing job tags as a filter, but I know it’s somehow possible! Any ideas on what I need to add to the zap to pull that information? Right now I just have booked job or completed job, but nothing available about the tags that exist on those jobs. 

16310
E
1 year ago
A
amweissBeginner
asked in How Do I
How to input a numeric value into a Custom GPT field in Zapier AI Actions?

I’m trying to create a Zapier AI Action that I’m using with my Custom GPT.  One field is called Incident (with Custom Field in grey).  I’ve set it for a specific value for this field and trying to put a number as the value.   It will not accept the number and it only wants text.  I’ve tried putting a text version of the number (‘”100”’) but it won’t accept that either.  Is there a way to put a number in that field?

915
SamB
Community Manager
1 year ago
S
StevegRG3New
asked in How Do I
How Do I Filter Emails from Specific Domains in Outlook Using Zapier?

Hi everyone, 1st day on Zapier :-) Ive connected Outlook, Airparser & Airtable to my account. I want to extract only a selection range of emails from my inbox. How do i add a parameter to only bring in emails with certain domains? i.e. @affilaite.com for example or @awin.com.Any help much appreciated

642
S
1 year ago
S
Steve3DNew
asked in How Do I
How to Read File Contents from Google Drive using Zapier?

I can find a document in Google Drive and append lines to it, but I cannot read the file contents back.I’ve checked out quite a few previous posts, but they all reference fields that aren’t in my list, or somehow use a full-page html GET that has an incredibly long output, but still no text my document contains (and it’s too long, or at least the formatter keeps crashing).Thanks for your help, Steve

18767
ken.a
1 year ago
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