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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Hello,On my website, a visitor can download documents provided she enters her email.All downloads informations are stored in a gsheet.Someone can download several documents.I want to send personalized emails from Gmail with Zapier to the downloaders and inquire if they have a question. Issue: if someone downloads 10 documents, I will send her 10 emails, 1 email every time she downloads something → not a good experience. Question:How can I send emails, let’s say one a week and not as many emails as I have downloads?Is there a way to automatically create a “summary”, and therefore send only 1 email per downloader? Thanks a lot for your help !! Regards,
Hoping someone has an answer on this. If I have a Google Sheet with a list of First and Last Names for example. Could I somehow trigger a Zap one time per day for a row then trigger it again the next day for the next row?So:Row 1 - John DoeRow 2 - Jane SmithRow 3 - Jerry JensenCould I set a zap up to trigger Johns info then one day later trigger Janes’ then one day later trigger Jerry then when I get to the end of the list start again at the top the next day if that makes sense?Doesn’t have to be Google Sheets either if there is some other option.
Context: User fills out Gravity Form on website with their information and file uploads which then Zapier sends the info over to ZohoCRM creates a new lead and adds the files to the attachments area.Trying to add files uploaded in Gravity Forms (1-3 GF upload fields) to the attachments area in a ZohoCRM lead using “Create Module Entry” in Zapier.Anyone know how to do this?I can see there is another Zap type called “add attachment” to an existing lead..but I have no idea how to do a search and match it to the correct lead, if thats even possible all in the one Zap?
Hey there everyone, this is my first time on this community and loving it here so far.I have a question regarding setting up zapier on discord.I’m trying to assign a specific role to users who send a message in a specific.For example, “when Person A sends message in Channel A, Person A will receive a role”.Could someone guide me on how to do it? Thanks!
Hi There,With the latest release of Basecamp 3’s card table feature, is there any plan to integrate it with other softwares in the near future?I have a simple request form inside of zoho forms that im trying to link with Basecamp 3 card tables. When a new form is submitted I’d like a new card inside of card tables created.Unfortunately there are currently no Zapiers function to do this.Looking forward to hearing back from youThanks,AB
In Zapier, I’m trying to run an operation every hour that adds a record representing +1 hour following the last previously created hour on our schedule (trying to do this on a rolling 3 week horizon). These are my calendar records. Every hour, I want to automatically add one after the highest reference #.I have reference numbers for a different purpose, but figure they’re the easiest way to approach this.I’m having trouble pointing Zapier at the highest “ref #” record.Find Record in AirtableIs my search formula off? It returns a record when testing, but not record 217. It’s returning Ref: 25.
Hello,I need help in creating an integration for Jira Cloud to Clickup.I do have different projects in Jira and I want to integrate issue updates and creation to Clickup.I’ve put the trigger as Update issue in Jira → Search Issue in Jira → Search Task in ClickUp using the Custom Field → update data in clickupBut now I’m facing a problem where it tries to update all the issues of all workspaces.Is there any specific step-by-step to create and updates issues in Jira and reflect to ClickUp?
Trying to set up my first KEAP to QuickBooks OnLine Zap - I want to create an invoice in QBO when a tag is applied in KEAP.I have the Trigger (Tag applied in KEAP) working fine.The next step - Find Customer in QuickBooks OnLine is working fineThe Create an Invoice in QuickBooks OnLine is not instructing QBO to auto email the invoice to the customer.How do I get it to do that?Thanks
Hey Everyone, I'm facing the issue on my Shopify website based on Premium Asset Recover Tools And Services that my data is mostly in excel format to be updated but Shopify isn't collecting data and metafield is not extracting. Kindly Help someone how to extract data on my Shopify website, Thanks.Regards, Jack Elliot.
Salesforce Zap - Could not find new records of "Case" object: We're not able to use this object type.
Hi Everyone,I am creating a Zap to push data between Jira and Salesforce. So far I have a zap working that is pushing a new Salesforce Record into Jira. But now I am trying to go in reverse (when Jira record is updated >update the salesforce record) but the same object in SalesForce (Case) that works with pushing to Jira… can’t be found when trying to build this new Zap?We have another Zap setup that is pushing Jira information into a custom object. “Case” is a standard object. I am confused why this error would be coming up? Is the “Case” object really not supported?We’re having trouble loading 'Record to Update' data“Could not find new records of "Case" object: We're not able to use this object type. Please use the help link below to contact Zapier support for more information / assistance.”
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