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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.

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19144 Topics
S
SophyBeginner
asked in How Do I
Need Professional plan for 3 months for just $10，What do I need to do?

 

151
JammerS
1 month ago
J
JoshMNFBeginner
asked in How Do I
Is it possible to output an empty value in a Tables lookup table ?

I have a simple Table being used as a lookup table in a Zap. What I would like to know is if it is possible to have an entry in the table be empty, so that it outputs nothing as the value. Zap details:The step in question is a Find Record step > App: Zapier Tables > Event: Find Record The Table looks at the Key column (numerical) and pulls in a corresponding text value from the next column The next step in the Zap writes to SharePoint Online and pulls from the data pulled in this previous step.  The issue is that sometimes the field is empty, and therefore the lookup table needs to be able to carry over an empty value. And right now this is making the Zap error out. Thank you!

438
J
1 month ago
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DanielCBeginner
asked in How Do I
How to extract calendar data from Less Annoying CRM to update booking system availability via Zapier?

Hi,Is there some way to extract data from a CRMs calendar like Less Annoying CRM, through Zapier in order to update availability within a booking system? 

91
Troy Tessalone
1 month ago
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DevRLNew
asked in How Do I
Triggering from a duplicated google sheet

I have a step that creates a duplicate of our company’s bid sheet which is a google sheet. This is done for each client, then once the bid sheet is filled out it needs submitted which will trigger the data within to be placed in a docusign template and sent for signature. I’d like to trigger from within the google sheet via a dropdown which the salesman will select to send the document. The short of it is that I need the zap to trigger from the duplicated sheet, however when setting up the trigger the file ID needs to be defined. I can grab the duplicate’s file ID at the time it’s duplicated and post it to a Table row (table within zapier) Can I then use that table as the trigger that will serve as the intermediary between the duplicated sheet and the zap that will send the docusign document? - in a sense triggering the trigger? Thanks!

101
Troy Tessalone
1 month ago
R
rich-idBeginner
asked in How Do I
How can I save tasks on my current Zap setup?

Hello everyoneSorry my english is not very good, and maybe someone has already answer to my question but i didn’t found out…Well my problem is “simple”, i’m new with zapier, but i’ve created a 2 zaps that can read / find some emails in a specific label on my gmail, and scrap URL on it and put this URL on a google sheet.The problem is that every day i have 20 emails in this box, with 10 urls, so the zap make find email = 20 tasks, scrap 10 urls per email = 20 tasks, and for every new url detected creat a new (multiple) row in the google sheets, so 200 tasks.Every day this zap use 240 tasks.Is it possible to reduce this number ?I thought use Zap by Storage, o python code to creat an array and add all the URL in one zap / creat row in google sheet… but if this action use tasks to collect before add in mass i dont save tasks. Any idea ?Best regards

143
Troy Tessalone
1 month ago
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MlsharpNew
asked in How Do I
How can I auto-open and log in to a web page from specific Gmail emails using Zapier?

I have checked and emailed two companies in the hire a developer section to no avail, so I figured I would post here in hopes of getting professional help. I am trying to do the following:When an email comes in with a certain email address and subject line (I use gmail and chrome and firefox browsers only), I want it to open a specific web page and log into that page automatically. I am not good at this; this is not my profession, but I want to be ahead of the competition and do enjoy the challenge.Again, I have reached out to two companies that popped up in the “hire a developer” area to no avail. I am a single-person shop, so I would suspect the first step is not a complex process, but what do I know?I appreciate all the help. I do have a Zapier Pro Subscription. I am willing to pay for your time.

183
Troy Tessalone
1 month ago
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pikapikaNew
asked in How Do I
Notion New Item in Database trigger doesn't include content of the page

Let’s say I want to write my tweets in a notion database and publish them to twitter automatically.If I write the text of my tweet inside my notion page content, there is no way to retrieve it in zapier. I have an 1. Object Page as show in @Danvers screenshot, in this post but I’ve not the text content of that page which is what I need.In the end the only thing that can be accessed are the database properties and not the page content, so I ended up creating a property called “text” and then added my tweet text in it, but it’s not really beautiful.It would be cool to have the possibility to access the text that is inside a page and not having to add a property.  

248492
SamB
Community Manager
1 month ago
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shayanxyzNew
asked in How Do I
Can Zapier manage other modes of payment aside from Credit card payment via Stripe?

Hello all,we would like to use Zapier together with GravityForms. After submitting the form, a payment link is to be created - this also works so far.However, the problem is that on the payment page, only the credit card payment method is available. However, another payment method (giropay) should be displayed. In the Stripe dashboard, no payment methods can be managed for the Zapier API ("Zapier manages the payment methods for you - Zapier has not enabled you to manage payment methods from the dashboard.").Does anyone have a solution for this?

3198
SamB
Community Manager
1 month ago
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erussoBeginner
asked in How Do I
Zapier & Harvest Integration - Set budget for Fixed Fee Projects

I’m trying to fill out the budget field in my Fixed Fee Harvest projects using Zapier.  I have a zap set up to create the project from a Monday.com trigger and in one of the columns I have the budget amount (“Numbers 0”). However, when the Harvest project is created the budget amount does not show up on the project details. Is there a configuration in the “Create Harvest Project” Zapier step to achieve a fixed fee project with a budget? The zap always creates Time & Materials project types. (Note: the test data doesn’t have a budget, but I’ve even tried to hardcode the field with an amount to troubleshoot and I still don’t see the budget filled out or a Fixed Fee project).  Please let me know if you need more information! Thanks.

1105
SamB
Community Manager
1 month ago
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jvilla88New
asked in How Do I
Asana task moved to section triggers timestamp

Looking for the timestamp of when the task is moved into a section in Asana, to use in a future step. Is there a field in the pulled record for when the event occurred in Asana? Or is there a way to input that data into a field entry in a future step? Previously we were using webhooks to look for tasks moved into sections and used the ‘Events created at’ datapoint. 

102
SamB
Community Manager
1 month ago
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ByronsgsNew
asked in How Do I
Issues extracting data from Fathom

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.Help! I’m having issues extracting the attendees’ email addresses from Fathom calls. The idea is to use those emails to look up for tasks in ClickUp and add the transcript to the tasks. What I do is extract the email address with a “formatter” and them move the addresses and transcript to a google sheet to separate the addresses, once I do that, I’ll formulate it within gsheet to separate the email addresses and put them into different cells so I can use them and look the task related to a client’s email address within the guest list.  The issue I’m having is that the entire string of email addresses ins not being added to the sheet, although is being picked up by the formatter, making the clickup steps not going through as the client’s email is not on the gsheet. Screenshots below Column G in the google sheet is t

202
SamB
Community Manager
1 month ago
M
MitraisNew
asked in How Do I
Update dynamics 365 contact when RocketReach contact is updated

Hi,I am about to integrate RocketReach to Dynamic 365 CRM which is update Dynamic 365 CRM Contact when a Contact in RocketReach Contact is updated using Zap. Unfortunately there is only 1 trigger event i.e. New Contact. Is there another way to perform this?Thanks.

153
ken.a
1 month ago
bridgman
bridgmanBeginner
asked in How Do I
Starting point for interactive information app

I’ve been using basic Zapier functions for a while but I’m contemplating something more ambitious and I’m not sure of the best approach to start. I do have a coding background -- used to be a programmer -- but for the past 15 years I’ve been in the income tax services field.When we embark on preparing a return for a client, we almost always need some additional information. We do have an up-front questionnaire that tries to get as much data as possible but almost always we unearth something else we need -- an answer, a document -- as we work on the return. We send of an email with a list of questions, but clients don’t always answer everything or it comes back one answer at a time, days apart.I want to build an app that:Allows the staff member to add any number of line items to a list of missing information Save the list so it can be built over time Send a link to the client to view and interact with the list The client should be able to answer the question (text field) or check that t

81
Troy Tessalone
1 month ago
F
Farah KNew
asked in How Do I
How do I create a monthly invoices in FreshBooks?

Hello, I am trying to create this workflow: Have FreshBooks generate an invoice based on bookings made in Acuity Scheduling, however the challenge is that I do not want the invoice to be generated per booking, but rather a single invoice at the end of the month based on the client’s collective bookings for that particular month.  How do I go on about doing that?  Thank you!

143
Troy Tessalone
1 month ago
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JstimacBeginner
asked in How Do I
How do I create a new Salesforce Opportunity when a Cognito Forms form is filled out?

I would like to create a new opportunity in Salesforce when a Cognito forms form is filled out. Under the create record option in Salesforce I see the following:  Opportunity: Competitor Opportunity Contact Role Opportunity Product Opportunity Partner Opportunity Share Opportunity Team Member None of these seem to be a simple "Create New Opportunity", which is what I want to do. What am I missing?

285
Troy Tessalone
1 month ago
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DusanBeginner
asked in How Do I
How to find names in one spreedsheets coloumn?

Hey,Here is the issue I have:I have 10 company names (only names) and I want to find them via spreedsheest lookup features in the database that have of around 400 company names. The reason why I need that, because in this database of 400 companies names, I want to scrape and find out description of that company that is just beside the company names… Is something like that possible and if not, what is the alternative?Thanks!

112
SamB
Community Manager
1 month ago
J
junnieNew
asked in How Do I
New Inbound Email to Web Parser to Sheets

Hello all,The community is my last resort! Hours of self testing and chatgpt clues have led me into a wall. Essentially I was tasked to create a system that takes emails that we regularly receive, extract specific information from the email body text, and export that into google sheets. This being said, I don't know any code and this is my third zap that I am attempting to create. I have gotten the zap to successfully read the email and export information into sheets, but I am unable to grab specific data (see screenshots below) that comes in the email.Chatgpt told me that I should be using formatter to pull specific pattern information with a little bit of code? I wasn’t quite sure what it meant, I tried to copy paste and it failed me miserably. 

112
SamB
Community Manager
1 month ago
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nikiflyNew
asked in How Do I
Creating multiple tasks in Microsoft To Do based on the meeting outcomes (processing the transcription)

I have automation set up so that after each meeting, a summary of the meeting with the tasks resulting from it is sent to me in the Telegram messenger. I want to add a step so that the tasks from the meeting are automatically added to "Microsoft To Do."The current process allows adding tasks one by one, but I need the number of tasks to be created to match the number that appeared as a result of the meeting.Please tell me how to set up the path so that the required number of tasks is added to "Microsoft To Do."

62
SamB
Community Manager
1 month ago
E
ECC-MNNew
asked in How Do I
How to integrate daily updated data with Claude AI ChatBot in Zapier?

We have recently migrated over to Claude AI from OpenAI. The premise of the project is a ChatBot, that needs to have access to data that can change on a daily basis.  Overall, Claude has performed much better for us. However the one aspect that we are having a hard time figuring out is the trainable data. For example in the Zapier to OpenAI/ChatGPT integration, Zapier has these inputs;  Past this, OpenAI allows you to Vector Store data directly, before a Zap even occurs. Claude has relatively a simple Zapier integration. It does not allow for new data sources to be input;  It also does not allow you the option to work with a specific project within Claude that might already have data integrated. A workaround seems to be to have data stored, and then hydrated by Claude, but it's only a temporary fix. Has anyone found a workaround, or does anyone have any ideas? Trying to avoid a massive python undertaking.  

301
SamB
Community Manager
1 month ago
V
ValentinaG59New
asked in How Do I
Notion Whatsapp

How to make it take the phone number of each client in the database in notion and send them an automatic message by WhatsApp? 

101
ken.a
1 month ago
D
DLSANew
asked in How Do I
How to trigger a Zap when a Xero invoice is declined?

Hi guys  I would like to trigger when a Xero invoice is declined, there is no standard trigger for that, is there a work around? Cheers in advance

265
SamB
Community Manager
1 month ago
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peedubsNew
asked in How Do I
How do I format UK phone numbers from Jotform with country codes correctly?

Hi,I need UK phone numbers form jotform to be formatted to have country codes.I tried this “replace with” function, screenshot below, but it couldn’t handle a number starting with 070… and replaced the second 0 with +44 as well. The entire record failed to reach ClickUp as a consequence.It would be great if I could set it to replace just the first 0.(Gemini’s suggestion of find ^0 didnt replace anything.)I would also like it to send the record through with the phone number field blank if there is an error with the phone field.Anyone know how to achieve this?Cheers,Dubs      

247
ken.a
1 month ago
L
lachie016Beginner
asked in How Do I
The Zap adding HubSpot deal to Microsoft Excel fails due to missing contact ID

Hi,  In my zap that adds hubspot deal to excel, it’s been working well but suddenly has started having issues and stopping. It mentions that I’m missing contact ID but can’t seem to fix this. Please Help.

175
Troy Tessalone
1 month ago
U
ULGMNew
asked in How Do I
How can I update a Google Calendar event field when the event is created?

We have an application that automatically creates events in a Google calendar. We need the events to include the event location, which is always the same. I am trying to create a Zap that will add the location to every event when it is created in that calendar.Here is what I have so far:The trigger watches for “new event” on that calendar.In the second step, I connect to the same mailbox with the “Update event” action.I then select the same calendar that I selected in the trigger event. My problem is that I don’t know what to enter in the event field. If I statically choose an existing event and test the Zap, the Location field is populated correctly in that calendar event.However, I ultimately need to update each new event, not the same event each time. I assume I need to use a custom event but I don’t see a way to specify the whole event from the trigger, just specific fields in the event.I’m completely new to Zapier so I’m sure I’m missing something. Could anyone tell me what I’m mi

153
JammerS
1 month ago
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lachie016Beginner
asked in How Do I
Deal stage updates between excel and HubSpot

Hi, I’m trying to set up a zap that automatically updates an excel sheet anytime that a HubSpot Deal stage is updated, it corresponds with the excel sheet. I had it working but now it’s not, Can you please help?  

253
Troy Tessalone
1 month ago
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