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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.

  • 19,326 Topics
  • 65,503 Replies

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19326 Topics
M
MayeokooNew
asked in How Do I
How to get webhook URL for my current Zap?

I am getting a form from typeform, And I want to send data to step 3, where I am using graphql api to add product in shopify.So in step 2, I need a webhook url so it works automatically. Anyone can help?

171
Troy Tessalone
1 month ago
S
SoamNew
asked in How Do I
Can I send WhatsApp message to customer mobile number field automatically from Zapier?

Hi, I can see zapier have an integration for JOTFORM - https://zapier.com/apps/jotform/integrations/number/1405509/send-whatsapp-messages-for-new-jotform-submissions-with-numberWhere zapier will pull the number from the form phone field and send a whatsapp message to him.We need to do that exactly via webhook for another form app called RAPIDFORM.Right now the zapier whatsapp notification is only sending message to one specific number. And its only sending the notification to me whose number is defined.I want one extra message to goto the customers mobile field too so that they get a whatsapp and a link to my admin whatsapp to respond back, but I should be able to edit that template. Let me know how to achieve this. Thank you. 

783
L
1 month ago
E
Ethan ProencaBeginner
asked in How Do I
How do I make phone number clickable In Slack?

I have a zap which sends me details for leads from a Google Sheet to slack. However the phone numbers are not clickable which makes it hard to call the leads.Any help would be greatly appreciated. 

393
Troy Tessalone
1 month ago
B
blesssanNew
asked in How Do I
How to retrieve all answers from a Kajabi assessment trigger?

Hello,I’m trying to get the number of questions from Kajabi Assessment trigger On the record, there are answers field that seem to contain all the data However, when I try to insert it, what’s available are the individual answers. How can I make the data insertion to be dynamic? i.e. it will contain all the questions even when the number of questions changes.Why this matter to me is that I need to count the number of questions for some calculations. If I add another question in Kajabi, the extra question won’t be inserted.

292
B
1 month ago
A
AlexWikioBeginner
asked in How Do I
How to trigger a Zap more than 15 min?

I have a zap that check for new files in a Google Drive folder.The zap run every 15 minutes (that’s the max i can choose in the zap config). But I need to run the the zap every one hour (or every two hours).I tried with a schedule as the first step, but after I can no longer choose for the second step “Google Drive - New file in folder”.Any help appreciated.

343
Troy Tessalone
1 month ago
J
jzrealestatenycNew
asked in How Do I
I want to trigger a Zap when a checkbox is ticked in a column in Airtable then send an email via Microsoft Outlook

I Have a ZAP that I want to trigger when a checkbox is checked off in a column in airtable then via zapier I want to send email via outlook whenever this happens. It be can sent within a minute of being checked off or set up the easiest way possible to make sure it sent.On a row in zapier I have email address who I want to send to via outlook.  I have a modified time column for the check box column.  Having an issue with the filter by zappier and formatter by zappier. Something is not working in these two steps. 

181
Troy Tessalone
1 month ago
C
cfepdanNew
asked in How Do I
Is it possible to export a Spreadsheet of my Zaps with AI-generated descriptions of what they do?

I have soooooooo many zaps that sometimes it’s hard to remember what’s doing what. It’d be super helpful to export a spreadsheet of my zaps with AI-generated descriptions of what they do. Before I go stumbling into creating something like this, has anyone already done it?

51
Troy Tessalone
1 month ago
J
JstimacBeginner
asked in How Do I
What does "Transfer Data" mean in this context?

I have a Zap that triggers when new accounts are added to Salesforce. When a new Salesforce account is added it creates a new entry in Cognito forms. I noticed this option that says “Transfer Data” when I’m reviewing the Zap. What does it mean or do? 

223
SamB
Community Manager
1 month ago
V
varshiniBeginner
asked in How Do I
ZAP session

 how to Navigate through various parts of the application, perform actions such as submitting forms, updating settings, and browsing different pages  and how to Look for sensitive information like session tokens, user IDs, authentication tokens, or personal data being included in URLs or query parameters  how to Switch to the Response tab to view the data returned by the server & Verify if sensitive data is being exposed in the response body or headers.

31
SamB
Community Manager
1 month ago
P
pfiedlerNew
asked in How Do I
How to integrate Salesforce case status updates with Smartsheet rows by case number?

I would like to do a Salesforce to Smartsheet integration in Zapier. When a Case’s Status field updates in Salesforce (to any value), it would update an existing row in a Smartsheet, matching by the Case Number. I have been able to do the Salesforce find record by query, but I’m stuck on the Smartsheet piece for testing. I figured I need the “Find Sheet Row” action for this. What should I put in the Query? Ideally it would be Case Number (Smartsheet column name) = CaseNumber (field label in Salesforce). But when I do the Test Step for that, this is the error I get.  I’m brand new to Zapier, so I’m really at a loss as to why I’m not getting any rows. I verified in Salesforce, and the Case Numbers in the Smartsheet do exist in Salesforce.This is what I have so far as we’d like it to only run once every 24 hours.  

222
SamB
Community Manager
1 month ago
Jay Graves
Jay GravesBeginner
asked in How Do I
How can I trigger a Zap when a new QuickBooks Online "Project" is created for a client?

Has anyone successfully figured out how to trigger a Zap when a new Quickbooks Online “Project” is created for a client? This appears to be a much better way to handle client work instead of sub-accounts (which blow up when you archive them). Thoughts appreciated.

5399
SamB
Community Manager
1 month ago
A
avyNew
asked in How Do I
Facebook conversion fail and unable to reconnect

Hi, I’m facing an issue which is the facebook conversion fail and unable to reconnect. I had tried to reconnect for the past 2 days and I had raise 2 ticket to the customer service and till now they not even reply me back a single email. I need you guys to help / teach me to solve this issue. Thank you so much :)

323
SamB
Community Manager
1 month ago
P
p_h_centreNew
asked in How Do I
Convert an image url in a google doc to an embedded image in another google doc or pdf

We have a zap set up converting responses from Tally.so forms into a google doc template. However, any image files come through as a URL onto the google doc. We’d like to have these image URL links convert to an image inside the document (or another document if we need to) then have this converting to a pdf to be emailed to our team. 

191
ken.a
1 month ago
A
AveroesNew
asked in How Do I
How to set up a sheets file with customer data using podia-zapier-sheets integration

Hello,I would like to set up a Google Sheets file with all my customers, including their associated tags and number of purchases, similar to the attached image.Is it possible to achieve this by connecting Podia, Zapier, and Google Sheets? If so, could you please guide me through the process?Also, do you have a tutorial on the possible actions that can be done with Podia?Thank you very much!Best regards,Romain.

61
ken.a
1 month ago
X
xxstruxxNew
asked in How Do I
Create Ghost posts from new facebook page posts?

This link seems to imply you can have Facebook posts automatically post on Ghost, but I think that’s wrong.https://zapier.com/apps/facebook-pages/integrations/ghost/1526576/create-ghost-posts-from-new-facebook-pages-posts-you-publishMy Ghost trial expired, so I haven’t tried it yet. But when I go through the zap, it looks like it’s probably from Ghost to Facebook.Anyone have experience with this? I only want Facebook to Ghost. 

151
JammerS
1 month ago
O
oliveryasunaNew
asked in How Do I
Can I link a GitHub branch or pull request to an issue?

GitHub issues allow you to link a branch or pull request to an issue. In our typical workflow, we manually link the pull request associated with an issue, which makes GitHub automatically close the issue when the pull request is merged.I could not find a way to link a branch or pull request to an issue using Zapier. Am I missing something?  

171
JammerS
1 month ago
W
WinterludesBeginner
asked in How Do I
Ignore column in Google Sheets when importing data

I have a 2 step zap setup to import order information from Ecwid to a Google Sheet.  Each order creates a new row.  But I have one Column that is a drop down menu designed to be changed by hand (by a person) when the order is shipped.  When Zapier imports the data, it clears the drop down menu even if I leave that column blank.  Is there a way to have Zapier ignore an entire column?  Thank you!

285
JammerS
1 month ago
M
Manuel HeschlNew
asked in How Do I
How to move customers between GetResponse automation after Digistore24 purchase?

Hello, I would like to implement the following:When someone buys a digital product on my website (payment processor is Digistore24), I want the customer to be moved to a different email automation at GetResponse or at least be tagged.Procedure:1. customer is in automation “A” where the 5€ product is advertised.If the customer buys this product, he should be transferred to email automation “B”, where the 40€ product is advertised.Is this possible? And if so, how?Thank you in advance for your feedback.Kind regards,Manuel

21
JammerS
1 month ago
S
SophyBeginner
asked in How Do I
Need Professional plan for 3 months for just $10，What do I need to do?

 

171
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!

548
J
1 month ago
D
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
D
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
M
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
P
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.  

250492
SamB
Community Manager
1 month ago
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