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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.

  • 19,656 Topics
  • 66,766 Replies

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19656 Topics
SoviHealth
SoviHealthBeginner
asked in How Do I
How do I send a message to a Trainerize client everytime they achieve a milestone?

Using Zapier for the Trainerize app. We are looking to send messages to our customers inside the app each time they achieve a mile stone, such as complete a workout or complete their diet goals for the week. Our client list will grow quite larger in the coming months. The event will be “send message in trainerize” the issue is having the message sent out to each user, each time they complete a task. How do we set it up so our entire client list gets the message we want sent each time they complete a mile stone.

243
Troy Tessalone
1 year ago
K
knockoffBeginner
posted in How Do I
Get Help > Popular Apps Q&A page not found

Somewhat ironically the “Popular Apps Q&A” page on this site is not working (pic below). I don’t know how to tell a moderator so hopefully one sees this! It is currently linking to this page: https://community.zapier.com/popular-app-q-a-68  

40
K
1 year ago
Wallrobster123
Wallrobster123Beginner
asked in How Do I
How do I Find/Create contact in Dynamics 365 by using Email Address and Birthdate from Paperform?

I am using the New Form Submission trigger from Paperform and the Find Contact action from Dynamics 365 to check against several Contact fields in Dynamics 365 before creating a new one. How can I add fields to check against? Currently the only fields that display are the Name and Phone Number fields, but the requirement is to also check against Email Address and Birthdate. Thanks! 

453
Brem
1 year ago
A
alexsBeginner
asked in How Do I
Check Whether Field Has Data

How can I check whether a particular field contains data or not, using a formula?I’m processing form submissions from Google Forms in my Zap. I need to check whether one of two fields has any data and set a checkbox in a Notion page in a later step, based on the result.I’ve tried adding a Formatter step with a text input and a formula OR(NOT(ISBLANK([field 1)), NOT(ISBLANK([field 2]))) but that doesn’t give me the correct result.I’d appreciate any pointers!

8793
SamB
Community Manager
1 year ago
QueryMate
QueryMateBeginner
asked in How Do I
how can I configure a sales funnel to inform which lead stage should optimize on

Hi everyone,Could you please confirm that after creating events to sync your CRM lifecycle stage changes from HubSpot to Facebook/ Meta,  it wont be necessary to make another  integration between our CRM with Facebook through a third-party tool like Zapier.I am asking this, becasuse if wont be necessary to use Zapier to connect Hubspot and Facebook, how can I configure a sales funnel to inform which lead stage should optimize on.Could you please provide some light here? Ana. 

763
SamB
Community Manager
1 year ago
LesleyE
LesleyEBeginner
asked in How Do I
How to send multiple form entries to one contact?

This post was split from the topic: Google Sheets > ActiveCampaign: How to not lose information if multiple entries for one email addressI am having the same issue.  I want to have multiple entries from a form, and send to one contact.  Can you share the zaps you used?

583
SamB
Community Manager
1 year ago
kamalnuthi
kamalnuthiNew
asked in How Do I
How do I update MailerLite subscriber when a document is updated in Firestore?

Hi ,I have created a zap to integrate firestore with mailerlite.whenever a  document is created in user collection of firestore he will gets subscribed to mailerlite group, this works good. Now I want to extend the functionality.Is there a way to achieve the following.Whenever there is update in the user collection of firestore , mailerlite should get updated. Currrently I do see option only for firestore document creation not for update.  Is there a way that I can add user to groups based on condition? Thanks

81
ken.a
1 year ago
Johndoe
JohndoeNew
asked in How Do I
How to choose a different Uscreen Subscription

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.I want to zap one(!) specific Uscreen Subscription to my CRM system (sendinblue).But the only thing that is possible, is to add a standard subscription (currently: monatliche mitgliedschaft) like the one shown in the screen shot. How can I choose the specific subscription for my zap?  

263
SamB
Community Manager
1 year ago
JamieY
JamieYBeginner
asked in How Do I
Outlook attachments to Airtable

How to I bring Outlook email attachments to Airtable? Thanks!

446
ken.a
1 year ago
Woozie83
Woozie83Tinkerer
asked in How Do I
How do I create a daily calendar events summary of multiple Google Calendars in Zapier?

Hello quick question… I was going to try to create a zap that checked all of our team members google calendars (have about 10 people) and gave a summary to the team automatically each morning… when im using the google calendar app in zapier it looks like you can only find 1 event at a time… is there any way to get a full days summary for an individuals calendar? or pull multiple calendars and create 1 master daily schedule? Thanks, Woozie

14311
Danvers
1 year ago
ahg
ahgNew
asked in How Do I
Uploading attachment file to Box Folder instead of zip?

The zap for uploading an attachment from zapier email to box uploads as a zip file. Is there a way to get it to just upload as the file only? We don’t want to have to unzip every file. 

701
Troy Tessalone
1 year ago
LisaH
LisaHBeginner
asked in How Do I
How do I enroll person in PracticeBetter when a payment is made in Paypal?

Is there a way to set up a zap with PayPal and Practice Better that allows persons to pay and automatically enroll into a program?

254
LisaH
1 year ago
DannyMusicCourse
DannyMusicCourseNew
asked in How Do I
How do I create an automated email to fire off after 2 weeks

hey! I’m trying to create a zap that sends an email to my customers after they pay a one time fee (Stripe)I’d like this email to be sent off after 2 weeks, how can I create a zap to do this and are there any alternatives to mail chimp? My work flow was to use mail chimp for the email section but I am using my mail chimp for a different business that has a different audience, any help would be appreciated.

571
Troy Tessalone
1 year ago
Debbie
DebbieNew
asked in How Do I
Only the email address field is available when creating a contact profile in ClickFunnels from MemberVault.

Hi! I am setting up my first zap and it is not working.  I am trying to create a contact in ClickFunnels and then add them to an email list when a new customer is added to a product in membervault.Here are my steps. I connected both MV and CF I set up a zap from MV using event when ‘added to product’ and selected the product. I then selected the email address Next I created the information for CF with event Create Contact profile I selected my CF account Then under actions it is only giving me the option to select an email address.  I can’t select any other fields. When I run the test it looks like it grabs all the other fields, but in the actual zap that is live it is only showing data in of the email and all other values are blank. I have a second action to add to email list and that action is working but it shows unknown name in CF since the contact was not setup with a first or last name.How do i get this zap to allow me to select other fields. Thanks!

4310
Brem
1 year ago
C
cpzapBeginner
asked in How Do I
How do I create/update checklist item in ClickUp using Zapier?

I know I can CREATE a checklist in ClickUp using Zapier, but it is possible to UPDATE or check off an item in a checklist using Zapier? I see that Integromat/Make can do it, but since I pay for Zapier it’d be great to be able to do that function here.

621
Troy Tessalone
1 year ago
MastaP
MastaPBeginner
asked in How Do I
How do I grant Zapier access to a single Google Sheets document instead of my entire Google Account?

I need to create a Zap that reads a single Google SheetsI am having security issues with Zappier wanting to access EVERYTHING in my Google Account.Is there a way to simply give access to a single Sheets document rather than all my personal and professional stuff in my account?Can I give access to a single document?

5545
Brem
1 year ago
MastaP
MastaPBeginner
asked in How Do I
Refresh Google Sheet on creation

When creating a Zap I select a Google Sheets.Then I could realize that I need to make some changes to the Sheet structure, Column names etc.Whatever I do (refresh, unlink, refresh fields, delete the Zap restart from scratch…), Zapier is STUCK on a cached version or something. I never get the updated structure.The only way I found is to delete my Google Sheet and link to a new one. Quite tedious.Is this normal?

801
Troy Tessalone
1 year ago
yefpie
yefpieBeginner
asked in How Do I
Zoom recording to Google Drive to specific customer folder?

Hi all,I searched the forum and found many threads about uploading a Zoom recording to Google Drive. I think thats the easy part.  here my scenario:Almost every two days there is a call with different clients. Someone in the company creates a calendly event with a fix name like “Onboarding”. After the Onboarding Session the recordings will be copied to a central google drive folder. This works fine.Now, when a new recording is uploaded I have to find out the attendees some how and copy the recording to their customer folder.  The Problem is: The Recording do not provide any data about the attendees. there is only the “topic” field, what provides information. But as mentioned, the topic is always “Onboaring”.  if I can find out the attendee email adress or the name, can lookup for the right folder AND maybe send a message to a slack channel. Anyone has an idea how to solve this? Many thanks

592
yefpie
1 year ago
StefanD
StefanDBeginner
asked in How Do I
Calendar sync between squarespace and treatwell calendar

Hello everyone, My wife runs a small beauty salon. On our website we use squarespace acuity scheduling for clients to book online appointments. We also use treatwell (it's like uber for salons, great to get new customers) but this calendar doesn't sync with any external calendars (used to sync one way with google but not anymore).When treatwell used to sync one way all our own website appointments were automatically blocked in treatwell but we had to manually add blocks in scheduling (our website) when a booking was made in treatwell. Now that not even the one way sync works we have to manually block each appointment in both calendars.We need something that will automatically block time slots in both calendars according to new bookings made. No booking info required just the calendar (employee) and start and end times. This would need to run automatically 24/7 and auto trigger once new appointment is booked in either calendar or every 2-5 minutes. Our website calendar (scheduling) sync

9513
Brem
1 year ago
DODonnell
DODonnellNew
asked in How Do I
SQL Query to Excel Spreadsheet

I am trying to write a Zap that will query Microsoft SQL Server (this part works) and then creates a CSV in Excel, OneDrive, whatever (this part does not work). Excel will create a spreadsheet and let me add the required headers, but will not allow me to add the data from SQL. I tried creating the blank spreadsheet with required headers and using a second step to “add a row” but I can’t figure out how to get it to add the data from SQL. Help!

771
Troy Tessalone
1 year ago
kylegaarder
kylegaarderNew
asked in How Do I
How to automate TidyCal into Airtable?

Hey I’d like to autofill info from a TidyCal calendar appointment into Airtable.  Specifically:name  date answers from custom questions Anyone know how to do this? It’s not been intuitive to me

171
Troy Tessalone
1 year ago
Wurkin Stiffs
Wurkin StiffsNew
asked in How Do I
Need Help with Custom Zap - I'm a Newbie!

I am Triggering when DEAR Inventory "Sales Invoice Authorized", it needs to FIND the Reference Number inside DEAR (However, it's not one of the options in the dropdown). Then I want to MAP that Reference# inside DEAR to the Invoice PO# Field inside Quickbooks Online (to the associated invoice). Do I have to hire a Custom Developer or something to get this to work? Is this even possible? Thank you in advance for any information.BTW... the Reference# inside DEAR is found within the Customer Information on the Sales Order.

171
Brem
1 year ago
J
jb_crunchbaseBeginner
asked in How Do I
Zapier timestamp field - help needed

I have a Zap that automatically sends project update messages to a specific Slack channel (in threads) when a specific field in Airtable is updated. Everything triggers as it should. However, every single Slack message within the channel gets pinged with a project update.The only thing I can think of is that Zapier sees that several records have been updated at some point in time based on timestamp and thinks a Slack message needs to be sent.Question: With that context, is there any way to create a custom function within the timestamp field in Zaper (see pic) that looks for updated Airtable records after a specific date? For example, I only want Zapier to look at Airtable records that have been updated after 3/1/23. 

6858
Troy Tessalone
1 year ago
Woozie83
Woozie83Tinkerer
asked in How Do I
Salesforce Fields pulling contacts info from opportunity

Hello, today I’m trying to pull contact info from salesforce to have it auto populate a google doc in one of my zap flows… in salesforce i have a contact associated with my opportunity that has a role of “Billing Contact”… is there an additional search step i need to be performing here in order to be able to use that Billing contact user role as my dynamic field that im populating into my google doc (I can find things like account name and other basic info to pull but having issues figuring out how to find the contacts listed under opportunities) Thanks, Woozie

5422
Woozie83
1 year ago
fiscalitemtl
fiscalitemtlNew
asked in How Do I
Is it possible to exit a loop and move on to non looped steps?

Hi,I’ve looked into the documentation and older forum questions and I can’t really find anyone talking about this in the specific way I’m looking for.What I want to do is to have looped steps in the middle of my Zap, but I want the loop to end before the end of the whole Zap. Here’s an example of what I mean:Form is filled by client and there’s a field that contains multiple answers split by commas Split the text in that field by comma Start loop For each item in the field, do X For each item in the field, do Y End loop Do something else that has nothing to do with the loopEvery time I create a loop, all the subsequent steps are nested inside the loop automatically. Is there a way to avoid this? I know I could just put anything past step 4 before the loop, but the logic of my Zap makes more sense if I put them after the loop.

33321
Troy Tessalone
1 year ago
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