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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.

  • 19,577 Topics
  • 66,510 Replies

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19577 Topics
A
Access without AccessNew
asked in How Do I
What's the best way to handle account access when creating Zaps on behalf of clients?

HelloWe run ads for a number of clients from a single Facebook page using lead forms.One client uses Hubspot and we'd like to connect their lead form to their Hubspot account via Zapier.Is there a way to do this without either a) them giving us access to all their client data in Hubspot or b) us giving them access to all our clients' data in the other lead forms associated with the Facebook page?Thanks, Dan

1422
A
2 years ago
W
WaelBeginner
asked in How Do I
Trigger on new slack threaded message

Hello Community, I’m working on zap that triggers when there is a new slack thread message in a specific private channel.The zap I created worked correctly during testing, misfired sending hundreds of replies when published as the parameters I set where incorrect as I was triggering the zap when a new message in the channel is sent and the action was to find the keyword through slack search and then do the canned reply, the zap replied to the latest search result the number of times it found the keyword. So is there a way that a zap can be triggered by any new slack message sent, including threaded messages, within a specific private channel and then filter by keywords to proceed with the action which would be to send a message in that same thread, and send it only once.  Thanks and looking forward to having some help on this one. 

15115
W
2 years ago
R
ronnieOBeginner
asked in How Do I
Have Zapier Search for only the first email address in the "To Emails" field for GMAIL

Hi Zapier Community -  I’m very new to Zapier - but trying to create an automation that will:Search my incoming GMAIL emails with specific search criteria (Done Successfully) Search Airtable to find the existing record based on MATCHING the “TO EMAIL” field (This is the one I’m having Trouble With - See Below) And Finally, Update a Record (Done Successfully)The problem I am having is that there are two email addresses in the “To Email” field - because one is an automatic email added so that administrators receive a copy of the email. I want to have Zapier only include the first email address from the “To Email” in the “Search Value” field …….. Anyone know how I can accomplish this?

1612
R
2 years ago
M
MattiemanBeginner
asked in How Do I
How to retrieve Stipe's Payment Links data?

Hi,I am creating a Stripe to email Zap.My goal is to send an email on every successful Stripe payment.For the payments I am using either the Stripe invoice tool or a Stripe payment link.When creating the Zap, I managed to find all the data for a successful payment via a Stripe invoice, but I cant seem to find the data for the product(name), or any customer ID when a user pays via a Stripe payment link.Am I missing something here?Hopefully there’s someone that can help me out.Thanks!

86221
cdwyer
2 years ago
A
AnnieStefanoBeginner
asked in How Do I
LearnWorlds Form Submissions to GSheet from Multiple Forms

We are using LearnWorlds for our LMS and after each course, students submit feedback. We usually export the data into GSheet to share with stakeholders/leaders so they can retrieve insight into their learners progress, topics, and learning.Right now, I am automating this process by creating a single zap for each course, by customer. This can range from 6 to 13 courses in our customized programs, which would mean 6-13 individual zaps just to collect course feedback automatically.I’d like to know if we can create 1 zap to pull from a list of course feedback submission forms into a single GSheet, rather than 6 to 13 individual zaps, per customer. If we have 3 customers that is almost 40 zaps just for automating feedback.Is there a way to select multiple submission forms into 1 zap? A better way to do it than manually exporting data from LW reporting suite?

672
Danvers
2 years ago
N
N-tkNew
asked in How Do I
Can I trigger on certain payment links and payments from the test environment within Stripe?

お会いできて嬉しいです。翻訳ソフトを使っているので、私の英語がおかしかったらごめんなさい。現在、zapier を使用してストライプとベンチマーク メールをリンクしようとしています。ストライプでの支払いがあれば、ベンチマークメールのリストに追加したいと思います。これについて 2 つの質問があります。1.zapierとstripeは連携済みですが、stripeのテスト環境で決済しようとするとzapierに決済がありません。これを改善するより良い方法はありますか？2.ストライプには複数の支払いリンクがあります。決済リンクがA、B、Cの3つある場合、A決済リンクでの決済のみzapierに連動し、B、C決済リンクで決済した場合は何もしない設定はありますか？ Translation (using Google Translate):Nice to meet you. I'm using translation software, so I'm sorry if my English is strange. I'm currently trying to link stripe and benchmark emails using zapier. If you can pay with stripe, I'd love to add you to my list of benchmark emails. I have two questions about this. 1. Zapier and Stripe are already linked, but when I try to make a payment in the Stripe test environment, there is no payment in Zapier. Is there a better way to improve this? 2. Stripe has multiple payment links. If there are three payment links A, B, and C, is there a setting to link payment with payment link A only to zapier, and do nothing if payment is ma

1081
christina.d
2 years ago
I
inaba noriyukiNew
asked in How Do I
Facebook leads cannot be imported in Zapier

I get the following error when importing facebook leads.How can I resolve this?----Failed to fetch a lead from Facebook Lead AdsError while retrieving: Unsupported request - method type: get----

462
christina.d
2 years ago
E
Eric CaldwellBeginner
asked in How Do I
Importing specific data from Shopify to Google Sheets

Hey everyone. Bit of a confusing problem.  I own a running store, and want to import only shoe sales from Shopify - Google sheets. I need to make some sort of filter, telling it to only import when it’s footwear, however, I cant seem to find a unique identifier for footwear. In Shopify there is product category, but that’s not an option within Zapiers Shopify integration. Secondly, let’s say I did get a unique identifier and it triggers the zap, Id need to find a way to exclude the other non shoe items in that order. Hoping someone can make a suggestion on a unique identifier I could use for shoe orders, and a way to exclude non shoe items from those orders as well. Maybe this is too specific to be done. Thanks in advance for the help - this community has been extremely helpful. 

432
Paolo
2 years ago
A
Anonymous
asked in How Do I
Copy Googlesheet in Drive folder and move it based on Google calendar-defined "deadline" (event)

Hello! I am very new to all of this and would greatly appreciate your help!Would it be feasible to use a Google calendar event to trigger copying of a Google sheet in a Drive folder to another folder?For example, an activity log (owned by Org P) is stored in group members A, B, and C “activity log” subfolders on a shared Google Drive. At 11:59 pm on DD-MM-YYYY (Google calendar), this would trigger a copy being made and sent to a “pending approvals” folder (for review by Org P; once approved, this would send the line items to a compiling spreadsheet with another zap).I tried setting this up as the following but I could not get it to work:-Matching event in a google calendar (search for “activity log due”)-Finding a folder in Google Drive (the problem may be here since nothing is directly related to the Google calendar event?)-Finding a file in said folder, making a copy to a “for approvals” folder. (The approval would trigger the next zap to create rows in a compiling spreadsheet. This 

261
Paolo
2 years ago
Troy Tessalone
Troy TessaloneZapier Expert
posted in How Do I
Lookup Tables - RESOURCES

Lookup Tables ConceptLookup tables make Zaps dynamic by allowing data to be translated between apps, and extra data points to be retrieved in a single step. BenefitsWhen using lookup tables in Zaps, it helps streamline the setup and support by reducing the number of similar Zaps needed, which means less points of failure, less maintenance, and less troubleshooting. Use CasesEXAMPLESTranslate Data United States to US or USA Find a related internal ID Find an email address and get the contact’s related phone number AppsZapier Tables Airtable Google Sheets Microsoft Excel Storage by Zapier Formatter > Utilities > Lookup Table Best for simple use cases ...and more Spreadsheet apps Database apps  TopicsSearch Zapier Community Topics related to Lookup Tables: https://community.zapier.com/search?q=lookup%20table

17810
Troy Tessalone
2 years ago
therealkenobi
therealkenobiBeginner
asked in How Do I
How to extract the second value in an output array?

Trying to create a system that creates a new project and then adds a list of pre-configured to-do tasks. I can create the project fine, but creating the to-do list returns an error. To do this successfully, I need to have the ID value of the to-do dock. This changes for each project, so I can’t hard code it. The dock ID values returned by creating the project in the previous step come back in an array formatted as [A, B, C, D, E]. I need value B. How would I be able to extract that value so I can properly label it and create the to-do list?

2582
therealkenobi
2 years ago
P
plyskeBeginner
asked in How Do I
Deleting a row in Excel should trigger the record in Airtable to either be deleted or moved

Hello everyone! So I want to make a Zap that fires when a row in Excel is deleted, and when it’s deleted the attached record in Airtable should be deleted as well (or moved). I’ve some idea about how to do it, but I’m quite unsure if it’s actually possible at all? 

1326
nicksimard
2 years ago
K
kevinhtreBeginner
asked in How Do I
How can I transform data and send it back to the user?

I’m using zapier to integrate with a few tools to collect data from my users and then transform that data and spit it back to the user. So, user inputs data with a google form or chat bot (google forms, collect.chat, whatever) and my zap does things using cloud tools, and then at the end of the zap i have some (text) data that i really want to share back with the end user.The data ends up being 4/5 paragraphs in size.This is happening on a wordpress site, if that helps matters. At the moment it’s a chat link our user clicks to open that up and give it data, but it could be anything like a google form embedded, a ninja form, whatever. Just trying to brainstorm ways to get the data BACK to them.I’m trying to come up with something other than “send them an email with the info”, although that will work and it’s my fall back. I was wondering if anyone has any ideas?One thing that occurred to me was creating a google doc, adding the user as an editor, and giving them the link to said doc --

1804
nicksimard
2 years ago
E
ewagrosNew
asked in How Do I
How can I transform the accepted quotations from our prospects into orders on our Prestashop website?

Hello, we’re using Axonaut as a CRM, and we would like to transform the accepted quotations from our prospects into orders on our Prestashop website.Does someone know if it’s possible (I know that it’s not doable the straight way, but maybe there are some workarounds...) ?Thanks in advance for your helpCheers

403
christina.d
2 years ago
wyelsik
wyelsikBeginner
asked in How Do I
Zap for Duplicates in Airtable

I am looking for a Zap that finds duplicate unique values in an airtable table.   Employees participate in meetings and an entry is made in an airtable base.   Sometimes the program is completed more than once.  I am looking to flag those repeat meetings.   I do use DeDupe but looking for something that is more automatic. any help or templates would be great. 

2165
Liz_Roberts
2 years ago
J
jmclaughlinBeginner
asked in How Do I
How do I trigger a Zap when a salesforce record is deleted?

When an OrderItem is deleted in Salesforce I want to trigger a Zap that makes changes to a linked Google Sheet.  I tried a Zap that triggers when an OrderItem is updated and IsDeleted?=true, but it didn’t work.

3231
Troy Tessalone
2 years ago
M
MrChipsBeginner
asked in How Do I
How to archive an email when it is opened/marked read in the Gmail inbox?

I tried to create a zap for processing an email once opened in the gmail inbox to archive it removing it from the inbox - any ideas?

136913
M
2 years ago
C
CJABBeginner
asked in How Do I
Extract sheet from email and save to Google Drive

I wnat to extract an excel sheet from an email and save to google docs or other shared folder which I can sync to a server to process. I nkw I need email parser.  The email will arive to office 365 from a customer and contain an order. I may also need to parse data from the email and append to the spreadheet before saving. Can you provide a orkflow or example please?

3056
rachael.silvano
2 years ago
Santeri
SanteriBeginner
asked in How Do I
Am I able to choose which action gets triggered based on a specific stage?

The app I use has one trigger, but inside the app I can setup trigger on multiple different stages. 5 in total. I have multiple zaps for different stages. Am I able to choose which zap gets triggered when trigger gets sent from specific stage inside the app?

576
Santeri
2 years ago
M
Magdalena WilhelmBeginner
asked in How Do I
How do I send an email when a new Calendly appointment is booked in only one calendar?

Hello, I have a question. We have a Calendly account in the Professional version. I wanted to know if I could choose one of my calendars in Zapier. And if an appointment is booked in just this one calendar, an e-mail is triggered.  Currently I can't find what I see is that if an appointment is booked in any calendar in my organization, an email is triggered. How can I do this?

262
Danvers
2 years ago
R
romcomboBeginner
asked in How Do I
Outlaw and Smartsheets - Pull Contract into Smartsheets as an Attachment

Hi All!  I’m having trouble getting Zapier to allow me to take a completed contract from Outlaw and add it as an attachment to a row in Smartsheets. I don’t seem to be seeing the proper populated field to use to get that to occur.  If anyone has any solutions, I’d be appreciative. The document itself doesn’t necessarily have to be attached as long as people can directly get to it in Outlaw. 

288
Danvers
2 years ago
C
clientzapsBeginner
asked in How Do I
Using Facebook Conversions pixel when you are not the owner

Hello,I am trying to send conversions from a client’s CRM to Facebook using the Facebook Conversions Zap.When I reach the “Pixel” field, I can only choose pixels that were created by my business. I don’t see any pixels that I have full access to but were created by my clients.Based on this comment here, my impression is that I can manually type in the pixel ID and send the data that way, as shown in this screenshot:… but I don’t feel super confident about this.Is this going to work to let us send conversions?

975
Danvers
2 years ago
B
BrathBeginner
asked in How Do I
Enrichment of data from Facebook and Linkedin ads to Odoo

I am trying to get more information out of the Facebook / Linkedin ad-forms into my Odoo CRM, but I don’t know where to do it - I would like to have Campaign / Medium / Source included when the form is sent via Zapier to Odoo - any tips? 

1189
Danvers
2 years ago
S
StixNew
asked in How Do I
How to connect live orders from uber eats and other third party delivery apps to my own database?

Hey everyone, I am a restaurant owner and would like to use my own delivery riders instead of ubers etc. My question is, how do I sync a live order from uber eats to my own database? So let’s say I get an order and I want the address, name and phone number to be displayed automatically in my own ‘database’ so that i can then send the info out to my own riders OR they get the information automatically.  

10483
Danvers
2 years ago
KUMAR AASISH
KUMAR AASISHNew
asked in How Do I
How do I tag an account in Webflow.com and record all the processes through my Zap?

HOW CAN I TAG ZAPPIER ACCOUNT WITH WEBFLOW.COM AND RECORD THIS ALL PROCESS?

91
Danvers
2 years ago
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