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How Do I

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.

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asked in How Do I

Making a Flight Ticket with Zapier

👋 Hi everyone!I'm working on a Zap that takes unstructured data to create flight tickets. The catch is that the number of fields like passengers or flight legs can vary. This creates an issue with the merged tags as they get mixed up.Has anyone dealt with a similar issue? How do you manage dynamic fields in a Zap?Thanks in advance! 🙏

m-sounds the producerNew

asked in How Do I

Having trouble connecting Soundee with Google Sheets!!

Hi, I am using a platform called Soundee(Website) and I want to connect it with Google Sheets, but I’m having trouble connecting the 2. So what I want to do is: When somebody makes a transaction on Soundee then I want the data(example: email, name, product name etc..) to get transferred over to Google Sheets! Somebody that can help me with this issue? -Mahmoud

Powerful WorldviewNew

asked in How Do I

Stripe outbound email after checkout

How can I see which emails Zapier has sent out? I just made my first order on Stripe for 97$, and the customer sent me an mail that he didn't receive, which was supposed to be sent out by Zapier. Is there any way I can check this?

asked in How Do I

How can I make ChatGPT to write a small piece of text from a given long piece of text?

How can I make chatgpt to write a small piece of text from a long piece of text?Hi! I want to use chatgpt to repurpose my written content, but I can’t get it to read the content I’m giving it. As now, my steps are:New row in a google sheet (where I paste a text like a blog article) Conversation with ChatGPT (where I give the prompts starting with “read the text in column B and write a piece following this structure...” and the details) Writes the answer in column C of the google sheet.The problem is that Chatgpt is making up the content...it uses the structure and the prompt I am giving him, but not the content from the article I want to be rewritten. Does anybody know if it is the prompt or it is the set up of the zap?

asked in How Do I

Creating An Expense in QuickBooks Online

I am working on a Zap that creates an expense in QuickBooks Online corresponding to each ShipStation shipment that is created. However, there doesn't seem to be a way to specify whether the expense amounts passed to QuickBooks Online are exclusive or inclusive of sales taxes or out of scope of taxes. This is something that is required when creating an expense manually in QuickBooks Online in order to ensure the correct tax treatment. So should it not be part of a Zap action item that creates an expense in QuickBooks Online?Thanks.

HERNAN OJEDANew

asked in How Do I

ESPERO ME AYUDEN

BUEN DIA , SERA QUE ME PUEDEN COLABORAR CON LA SIGUIENTE PREGUNTA : TENGO UNA API DE GUIA DE ENVIO PERO LA QUIERO INTEGRAR CON ZOHO Y ZAPIER, PERO NO SE POR DONDE EMPEZAR , ALGUIEN ME PUEDE DAR UN CONSEJO DE QUE PASOS A SEGUIR?Moderator translation to English:Good day, can you help me with the following question: I have a shipping guide API, but I want to integrate it with Zoho and Zapier. However, I don't know where to start. Can someone give me advice on what steps to follow?

hemichaeliBeginner

asked in How Do I

Any.do -> Trello include anydo chechlist

Hello’Anybody knows how to make tasks integraded from any.do to trello iclude attachments and chechlist?

asked in How Do I

YouTube Video to Transcribed bullet list.

Hi,I’m looking to transcribe the contents of a new video posted to a Youtube channel and then summerise the content using ChatGPT.ChatGPT doesn’t seem to like receiving Youtube URLs (correct me if I’m wrong) and doing this straight off.I’ve therefore explored using Temi, but that generates a txt file that again GPT doesn’t like. Any suggestions?Thanks,Tim B

John SmithBeginner

asked in How Do I

Can I make a digest of news channels posts?

In my work I often have to use non-English news sources. I have found ways of making digest of social media posts and YouTube videos of certain topics to go through as well as translate them automatically using Zapier but have been unable to figure out how to do that with non-English news sites (primarily Chinese). Any suggestions as to how I would be able to do this would be greatly appreciated.

Tina LopezBeginner

asked in How Do I

How do I automatically turn blog articles into podcast episodes with AI voice cloning in Zapier?

I’d ideally like to create a workflow where I take my blog articles and automatically turn them into podcast episodes. I’ve heard good things from Elevenlabs for ai voice cloning but I’m not seeing a Zapier integration unfortunately. I would like to make this a fully automated no touch solution. What apps automatically post podcast episodes to all platform channels on your behalf? I’d like to explore options. Any good AI voice cloning or AI voice apps that work well with zapier?

Yasser-987Beginner

asked in How Do I

Send Zoom recoding (which is uploaded to Google Drive) to changeable emaill address list each new reocding

Hi there 👋, I'm beginner in Zapier and hope someone could help me.In this template (Upload new Zoom recordings to Google Drive and send notifications via Gmail)https://zapier.com/apps/gmail/integrations/zoom/126217/upload-new-zoom-recordings-to-google-drive-and-send-notifications-via-gmailWhen a new Zoom recording finishes, it upload it to Google Drive, and then send email with the recording after uploaded to Google Drive to the people I entered their emails before in the Zap.However, my mail-list will change almost every new recording, because it's recordings of different training courses, and each course have different people each time.By this template. It's not convenient to enter Zapier before each meeting to edit the Zap with the new emails each time.For example, in my mind right now (and if three is a better way, let me know), before starting a meeting, I'll put the trainees email address in a google docs or sheets or whatever, and when I finish the meeting, Zapier will upload t

asked in How Do I

Lookup Salesforce field and Return Related Field

Hi, I am trying to lookup a field in Salesforce and return a specific related field. In this example I am trying to match a field “Instagram Handle” that is already stored at the account level in Salesforce, and have it return the related contact for that accounts email. So far I am able to match the account by instagram handle using “find records” - how do I then match those record details to the related Contact Email field? (I should mention that I know the matching can be accomplished on the Salesforce side - but I’m trying to avoid that as we have a very curated dashboard for our sales team. Also, this is part of a wider flow operations where I am trying to match accounts that have tagged our account on instagram to their CRM email so we can add them to a lead scoring program in Marketo)

asked in How Do I

Updating Notion journal page with deep work time entries in Timeular

I’m having a heck of a time right nowI track my ‘deep work’ hours across the day with Timeular and then I’l manually enter my deep work minutes in a number table in my Notion journal.I want to be able to automatically have my deep work hours updated for the current day of my journal automatically. I thought this would be simple but I’m really struggling with this.Your help is greatly appreciated!

GellyahnahBeginner

asked in How Do I

Abandoned Cart in Thinkific

Hi there, Does anyone know how to create a successful zap if someone creates a profile on Thinkific, abandons their cart or their payment fails? I haven’t been able to find a successful zap for any of these scenarios into Flodesk. There is a way to create a new subscriber in Flodesk when each one of these events occurs, BUT this “Zap” also gets triggered when someone enrolls in a new course. So they end up showing up as enrolled in the course and “cart abandonment” status within Flodesk. I tried using the filter option, but don’t see anything to filter on within zapier that would signify this is a cart abandonment/ failed payment. Does that make sense? Any insight would be appreciated.

asked in How Do I

Deleting Zaps

I understand that if I delete a task from my history I will not get the credits back. However, if I delete a scheduled task, will that stop the task from completing? For example, if I am running a sales campaign for three weeks, and after my first touch someone says they are not interested, can I go in and delete all follow up tasks so that person does not receive an email from me over the next three weeks?

Bloom RobbinsNew

asked in How Do I

Zap for a bulk of orders

Hello, I am a beginner working with Zapier and our goal is to automate the process of transferring data from Shopify to Google sheet - for example, orders from Shopify. I know how to create a Zap to transfer data for each created order in Shopify. However, with a large number of orders, we quickly run out of prepaid tasks. Do you think that there is a possibility to download data, e.g. once a day in bulk and not after one order?So there wouldn't be one task = one order, but, for example, one taks = a summary of daily orders.Thank you for your answers and help.

Romans ServicesNew

asked in How Do I

CompanyCam to Monday.com

I am wanting to setup an automation for when a photo is taken on a project in CompanyCam it will then update a status in Monday.com--Current automation: When an install is confirmed in Monday.com by our team, a Project with customer details gets created in CompanyCam, then CompanyCam add the project link in a column in Monday.com I need a way to update the status of the item (customer) in Monday.com to “On-Site” when the first picture is taken in that project on CompanyCam.

StrategicinvestorsNew

asked in How Do I

MS Access Database

Is it possible to do a zap to MS Access Database?

asked in How Do I

Creating a card in Trello from a Sharepoint folder

I have a Zap creating a card in Trello with the title of the folder name when a new folder is added to a shared Sharepoint folder, but the zap keeps adding a new identical card with every run even though the folder hasn’t been updated. Am I missing some form of lookup to check if the card already exists? I thought I’d done it based on created date but maybe it should be created date and time?

asked in How Do I

How do I add multiple separate tags to Mailchimp from Google Sheets?

I’m adding multiple tags to mailchimp using sheets cell data in a previous step, it seems to be putting the 2 tags together as one in mailchimp rather than 2 separate tags. Am I supposed to be using a separator in the tags area in mailchimp?eg. Tag1 Tag2Turns into Tag1Tag2 in mailchimp.

ElodiewBeginner

asked in How Do I

Can I retrieve the PDF of a bill in Quickbooks?

Hello, Hope everyone is well!I am facing a challenge today. I am trying to set up a Zap that would retrieve information from a bill in Quickbooks, and then put this info in Monday.To do so, I’ve chosen the trigger called “New Bill in Quickbooks Online”. I can see all the info (i.e. the doc number, amount invoiced, description, due date etc.) about the bill, except for its PDF. Does anyone know why?Thank you!

Miguel SarmientoBeginner

asked in How Do I

BullHorn CRM: Create New Lead limited fields

Hi everybody! I am looking for a solution.. I want to create a New Lead in BullHorn when an event happens in HubSpot however the Fields available for mapping in the Create New Lead action is limited and I could not see some fields I need to map to the New Lead (some are BullHorn custom texts). How do I change the available fields in Zapier for this? or is this even possible?Thanks,Miguel

asked in How Do I

Send Emails from Facebook Lead Ads

Hi everybody! Newbie here!!! Is possilbe create a ZAP where i can send emails to new facebook lead ads??If so, please teach me how can i do!! Thanks a lot,

Thesocialartist.coNew

asked in How Do I

Update Clickup Task when Calendly call is scheduled

I am trying to create a zap that updates a task in clickup when a client books a call in calendly. My tasks in clickup are created by client’s first discovery call and it is pulling their first name and last name for task name. I want to add a tag to a task when they schedule their kickoff call. Everything is fine until I get to update the task.

asked in How Do I

How do I create a Zap to export data from Salesforce to Excel

Hi everyone!I'm trying to create a flow to export data from Salesforce to Excel and it's not easy at all. What I’m looking for is updating certain cells in excel once the related field in the Salesforce account in updated. Do you have any idea of the specific steps I have to follow?Thanks

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