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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.

  • 15,333 Topics
  • 52,874 Replies

5 Common Mistakes to Avoid when Using Zapier

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How to Connect Outlook to Notion - the EASY Way

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How to Connect Gmail to Microsoft To-Do (Easy Integration Tutorial)

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15333 Topics

AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
posted in How Do I

Paid Work Offered: PayPal IPN / Shopify woes

Hi fellow @expertsI have a client he sells through Shopify and customers pay with PayPal - but he can't get PayPal to trigger in Zapier due to the IPN being overwritten.He's been given this solution by PayPal:This is out of my expertise, but if anyone else thinks they can help him he's asking people to contact him directly at:tom+zapiertask@masteringthemix.com

10
Danvers
4 years ago
T
thejaneofalltradesBeginner
asked in How Do I

Inserting current date by formula

I am wondering if there is a way to insert the current date into a field by formula. Right now I am using a date field from a previous step, however that has to be formatted correctly, which requires an additional formatting step. Is there a way to say in the field that I want the current date inserted on MMDDYYYY format?

2
T
3 years ago
D
davidsitebuildBeginner
asked in How Do I

Infusionsoft Product Purchase Zoom Webinar Registration

I apologize if this is a simple question, I’m trying to set up a Zap that will be triggered when someone purchases a specific product in my Infusionsoft account. I don’t see a product purchased option, but I do see something called a “new product” option. Is this what I’m looking for? 

11
Davidh88
3 years ago
C
cynogNew
asked in How Do I

"body failed validation" error in Find Database Item in Notion action

Hi everyone,I have 2 databases in Notion: Clients and Orders. Email is a common field across these two. I'm trying to automatically add Orders of a specific client.For example, if Jane Doe (in Clients db) compleses a new Order (it is added through Zapier from Shopify), then the Jane Doe page (item in Clients db) is edited (ideally I will insert a link to that item page in Orders).My Zapier idea is :When new database item in Orders Find item in Clients with field Email being a variable from 1. Update found item in ClientsHowever, I keep getting this error when testing step 2body failed validation. Fix one: body.filter.and[0].title should be defined, instead was \undefined`. body.filter.and[0].text should be defined, instead was `undefined`. body.filter.and[0].number should be defined, instead was `undefined`. body.filter.and[`I do have 1 item with this email in both databases.Any idea of what I'm doing wrong here?Thanks a lot

10
Danvers
2 years ago
N
nik-eaBeginner
asked in How Do I

How can I send Facebook click and browser IDs (fbc, fbp) for offline conversions?

In order to match offline conversions better, I’d like to send Facebook’s click ID and cookie ID parameters as customer data for matching. It doesn’t appear these work as key/value pairs in “custom data”, as they need to be part of the user data payload. I am storing these cookie values in my CRM. Is there a way I can pass these through Zapier? See: https://developers.facebook.com/docs/marketing-api/server-side-api/payload-helper https://developers.facebook.com/docs/marketing-api/server-side-api/parameters/fbp-and-fbc

8
N
3 years ago
D
Desirea
asked in How Do I

Facebook to Pinterest Zap - Pin titled "Security Check Required"

Anyone know what's going on here? Why am I getting "Security Check Required".

11
Danvers
3 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
published in How Do I

Paid Work Offered: Zapier/Podio/Infusionsoft/Keap

My agency received the inquiry below (reposted here with their permission). We passed on it because the client can only pay £30/hour, which is quite low for most experts - but if anyone is interested in working with them, please contact Simon directly.====Name: Simon PaulEmail: simon@thepropertypeopleltd.comMessage: We have a number of websites we want to set up zapier with sending email alerts and also putting into google sheets and a crm podio and infusionsoft version of Keap My telephone is +44 7966 134463====

63302
AndrewJDavison_Luhhu
4 years ago
S
sunnyaiBeginner
posted in How Do I

Looking for Zapier Developers

Hey everyone, I'm looking to hire zapier developers, with strong expertise in Zapier workflow automation.

6
A
4 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
published in How Do I

Paid Work Offered: Automate converting XML to CSV

We received the inquiry below. It's out of our area of expertise so I'm sharing their details (with permission) for anyone else who might be interested in the work.If anyone is interested please contact Eddie directly.====Name: EddieEmail: eddie@getchip.ukWe want to migrate our blog from Squarespace to Webflow. We can export from Squarespace as an XML format but struggling to convert the file into a CSV compatible with the Webflow CMS.====

63041
ikbelkirasan
4 years ago
J
jirstNew
asked in How Do I

Zap for Google Analytics V4

I can’t find any Zaps for the new Google Analytics 4. Does anyone know when or if there will be any support for Google Analytics v4? 

192
SamB
Community Manager
4 months ago
R
RealEstateGirlGuru
asked in How Do I

Cannot read property 'number' of undefined

Can someone please explain what this error means. I am trying to create a zap that connect a Squarespace form submission to add a contact to Keller Williams command.thanks

28
jesse
2 years ago
D
dmhirschfeldNew
asked in How Do I

Is there a way to automatically upload zoom meeting recordings to Google Drive

I created a zap that is triggered whenever a zoom recording is completed.  The zap should upload the recording to a drive folder but when I create the zap, the file field doesn’t show up in the list.  I see several urls, but not the actual mp4 file.  Am I missing a step?

30
nicksimard
3 years ago
R
RobT
asked in How Do I

Calendly to SimpleTexting

I'm looking for a Zap that will remove a contact from a list in SimpleTexting once a Calendly invitee has been created.

3
R
3 years ago
P
Panna CRMNew
asked in How Do I

Does Zapier use a single IP address?

Hi, it’s posible to have a single IP Address (or a short list)?My IT manager wan’t to use a list of IP for the security :(

3
SamB
Community Manager
2 years ago
Z
zaxarovBeginner
asked in How Do I

Pinterest account is "expired". I can't reconnect it.

Hi, I have a problem with Pinterest automation — everytime when I reconnect it, Zapier announces me that “Pinerest account is expired”. Any ideas on how to solve this problem? Thanks in advance!    

46
steph.n
3 years ago
R
RKidinthewellNew
asked in How Do I

Autofill today's date in Excel

Hi All  In my rows there is not a date for me to pull from but I want my Zap to insert {Today’s Date} into my excel sheet - is there a formula or something I can write to get it to do that without pulling it from somewhere?

3
SamB
Community Manager
1 year ago
W
Walking ComfortBeginner
asked in How Do I

Manually Trigger Zap - Button or Otherwise

Hello, I am finding myself in a situation where an automated or scheduled trigger will not accomplish what is needed for a particular workflow. What I am finding is that I need a way to have a human trigger the Zap. I am not aware of the different interfaces Zapier has in this regard. I know I can use Zapier email to have the human send an message to trigger the Zap, but I was looking for something a bit more simple. Either a web addon button or something to that effect. Thank you so much kind people. I hope you have a wonderful week.

2
W
1 year ago
Brandi
BrandiBeginner
asked in How Do I

Is there a way to upload a Zoom meeting recording to YouTube?

I'm trying to get Zapier to upload a finished meeting recording from Zoom to YouTube. My connected accounts are working fine. So, things currently look like this in my draft Zap:When 1. New Recording in Zoom Trigger Event = New RecordingMeeting Type = MeetingFind Data = Successfully pulls in my only current Zoom meeting recordingDo This 2. Upload Video in YouTubeTitle = Topic: Pulls in name of my calendar event (which is the name of my meeting, which is perfect)Description = I can type in something here as a standard description, so that's great.Then (and I think this is when it breaks down) Video = It doesn't give me a video FILE; it only gives me an option for the Video share URL.I was wondering if the fix could be to add in a middle step between the two that would fix it. Something like:New meeting recording in ZoomDownload meeting recording (to somewhere) from Zoom share URL (I think?)Then, upload that file to YouTube.But, I'm not seeing a way to do that. Anyone

53
nicksimard
3 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
published in How Do I

Paid Work Offered: Build a JotForm -> WorkflowMax zap (WorkflowMax not currently on Zapier)

We received the following inquiry, but we don't build custom integrations, so I'm posting their details (with permission). If anyone is keen for the work, please contact Chris directly to discuss===Name: Chris DrinkwaterEmail: chris@rspartnership.co.ukWhat do you need help with?: I would like a quote for a connection between something like JotForm and Xero Practice Manager (WorkflowMax) so that the onboarding of new clients doesn't involve multiple duplicate entries. If possible I would like additional advice as to how to get other softwares to become apps on Zapier so that we can further automate things.===

55963
TheDavidJohnson
4 years ago
M
MDCNew
asked in How Do I

Nested Array BigCommerce New Orders

Hello, I’m connecting BigCommerece with Trello and would like to push transaction data from a BC order into a card description in Trello so we can process the build/shipping of the order.   Here is what I am wanting to achieve.   As you can see above some items have more attributes than others. So I need to group them together.   Below are some of the comma separated values and nested arrays that I'm dealing with and they all need to be grouped together like the above example.   Products Quantity: 1, 1, 1, 1Products Name: THE VOLK, MDC-47 "LITTLE DIRTY" PISTOL, SPECIAL PROJECTS DIV (PVC PATCH) , BD3-AKProducts Product Options Display Name: ["Payment","Color Options","Muzzle Device","Gas System","Side Rail"], ["Payment","Color Options","Muzzle Device","Gas System","Side Rail"], ["Color"], ["Mounting Option"]Products Product Options Display Value: ["Full Payment","Midnight Black","Dead Air Key Mount Muzzle Brake","Standard Gas Piston","Side Rail (For side mounted optics) $+35"], ["Full P

2
steph.n
3 years ago
J
JuangettyBeginner
asked in How Do I

IP address whitelist

Is there an easier or faster way to whitelist every IP in AWS Service:”Amazon”  Region:“Us-east-1” instead of adding them 1 by 1. For example in the list you provided I see there is about 346 Amazon us-east-1 IPs. Is there any way to bundle these together in order to whitelist them together faster or is there a range we can specify? 

1
steph.n
2 years ago
R
RonWBeginner
asked in How Do I

Trigger When New/Changed Files Added to a Directory on a Web Server

I have been trying to find a way to trigger a zap when a file is added or changed on a server.I know this is easy to do using a cloud service like Google Drive, but in this case, a cloud service is not an option. The files can only exist on the server hosted by our web hosting service.So far, I have had no luck in finding a solution, but am probably overlooking something obvious.Any suggestions?

7
R
4 years ago
J
JacWBeginner
asked in How Do I

Looking for help with Synching Donorbox > Quickbooks > Salesforce via Zapier

If there is some one comfortable with helping me get this set up please email me jacworleo@gmail.com thanks in advance

1
nicksimard
3 years ago
Bec-SSE
Bec-SSEBeginner
asked in How Do I

How can I convert URLs in Google Sheets to the actual post title?

I’m having trouble creating a Zap for what seems like a really simple function in Google Sheets.  If a URL is added to a row in an existing spreadsheet, I want the Zap to convert the URL into its relevant ACTUAL post title. For example, if https://keviniscooking.com/greek-grilled-chicken/ is inserted into the spreadsheet, I want the URL converted so it has anchor text that says Greek Grilled Chicken (or whatever the meta post title actually is.Hoping someone can help!

7
nicksimard
2 years ago
Bryan
BryanBeginner
posted in How Do I

Zapier Certified Expert looking for work at 10c to the dollar

Hi guysSimply put - I'm looking for work. I'm in South Africa GMT+2 and we've got a struggling economy, so the exchange rate is SHOCKING for us.... but great for you. Our exchange rate buys about R16 for every $1 or Pound... and about the same for the Aussie dollar too. If you have anything you want to outsource, please give me a yell.My core competencies: Basecamp (including chat bot) Infusionsoft (by KEAP)Webhooks Integrating different businesses/ clientscomplex system designFacebook automation (leads, pages, groups)Lifecycle Marketing projectMany more... but that's my focus up there. Industries:extensive knowledge of healthcare medicine claim switching (PBM) real estate construction project managementThanks in advance.BryanBryan@communityfirst.biz

4
Bryan
4 years ago
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