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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.

  • 19,232 Topics
  • 65,213 Replies

5 Common Mistakes to Avoid when Using Zapier

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How to Connect Outlook to Notion - the EASY Way

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19232 Topics
M
MKCARCNew
asked in How Do I
Does Wordpress Zapier support subsites?

I am having connection issues  and was wondering if that is because I am connecting to a subsiteEG http://zapiersitename.sitename2.com.auIf not that could it be sucuri firewall and anyone know how to get around that ?Wordpress of course

141
christina.d
2 years ago
A
arkhamknighthellBeginner
asked in How Do I
Looping by Zapier run steps sequentially.

So I just realized that Zap run in parallel rather than sequentially. I tried Delay after Queue, however, this doesn’t seem to guarantee that steps run one after another especially since I am using Storage by Zapier to share data between steps. Is there any way to set this up or is this not possible with Zapier?

8107
A
2 years ago
E
erinmikail at switchboardNew
posted in How Do I
Zapier Search Formulas + Filters

I’ve been using Zapier search formulas more and starting to add snippets of code and filters in my zap? Curious if….there’s a collection of these types of formulas if there’s a search formula you use often  Other use cases for search formulas and filters 

300
E
2 years ago
P
philthebassBeginner
asked in How Do I
Test to see if Google Sheet exists

Hi,We have an existing Zap that is triggered when a Gravity Form submission is sent. We also generate a PDF with each GF submission.We then test to see if a folder exists in Google Drive, and if not we create a folder and the upload the PDFs to that. In this case a course ID and name.So far so good.We’re now trying to take data from the same GF form submissions to populate a Google Sheet in the same folder created in the previous steps. So we need to test to see if the Sheet already exists, if not, create it in the new folder. We will use data from the GF forms to check the sheet exists or to create the sheet if it doesn’t.We would then add rows to that Sheet in subsequent steps.Is it possible to do this i.e. test to see the sheet exists in the folder and if not create it there?ThanksPhil 

113214
P
2 years ago
R
RAVNNew
asked in How Do I
Assign number to new Mailchimp Subscriber

I would like to assign a sequential number to new Mailchimp subscribers, and was told this is possible through native Zapier apps, but am unable to find out exactly how to do this through the knowledge base and support topics. New subscriber > assign sequential number (ex: 5000, 5001, 5002, etc) to merge field This merge field will be used as a “reservation” number for further Typeform integrations and follow up correspondence. Any help to point me in the right direction will be greatly appreciated. 

814
Troy Tessalone
2 years ago
J
JayMNew
asked in How Do I
Adding a filter only to triggers on the checkbox row, but I still can’t get it to work.

Hey guys, I’m fairly new to Zapier, and I am trying to use Zapier to send an outbound email when a Google Sheets checkbox is ticked.I tried the “New or Updated Spreadsheet Row...” trigger and selected the column of the checkbox. I tried adding a filter so the zap only triggers on the checkbox row, but I still can’t get the zap to work.I think primarily, the filter step is not working because I am selecting the wrong filters. Any tips on what to select in the second drop down?  

4375
A
2 years ago
D
Doug PackerNew
asked in How Do I
Getting Alexa to echo data from MySQL database

Hi, I'm trying to get Alexa to provide some data from a MySQL database. The test action gets a row of data: Six values. But, I can't publish the zap. Steps: 1. Trigger Phrase Spoken in Amazon Alexa - gets green tickAlexa app chosenTrigger Phrase Spoken Three phrases2. Find Row via Custom Query in MySQL - gets green tickTested and a full row of six values are receivedThe Zap status says I need to add another step.I want Alexa to read out the values.Any idea what that step may be?  

3163
D
2 years ago
A
AddeNew
asked in How Do I
How to mention company name/profile in Linkedin post?

In LinkedIn you use @companyprofilename for mentions.If I want to make a mention in a Linkedin-text in a zap.How do I use the “@” / mention -function? I tried to write @companyname exactly as the name is in Linkedin, but this does not work.

1381
Danvers
2 years ago
Z
zwilbanks89New
asked in How Do I
Creating Google Calendar Event from Trello Card Start/Dur Dates

Hello! It seems pretty straight forward however I only have the ability to trigger from Trello using a set amount of time before a card is due… is there a way to create a trigger off the fact that a due date is added? If so is there a way to check that there is also a start date on the card to ensure the accurate data is there to create the event?Ultimately I want to use this to schedule tasks in Trello that populate out to technicians as events. I can get it to work beautifully when testing but the trigger itself doesn’t execute properly (instantly when dates added).  Thanks!

1392
Danvers
2 years ago
S
SanyaCLAUSSNew
asked in How Do I
Can I loop the application until a condition occurs?

Can I loop the application until a condition occurs?For example: I check whether all of the contacts answered the letter (by adding it through a trigger in Googlesheet) every hour.If not added - send sms, pause hour, check again, send sms,pause hour, check again, send sms,pause hour, check again, send sms,pause hour, check again, send sms ...

4781
R
2 years ago
G
guynagarNew
asked in How Do I
How do I trigger from tagging someone on Slack to send me an email with the text I write with the tag?

I have an issue that I want that when I tag someone on slack It send me an email with the text that I write with the tag.Can you help me with this?

502
rachael.silvano
2 years ago
J
JasperNNew
asked in How Do I
#REF Connect 2 Google Sheets with each other possible through Zapier

Hi, I have the following Zap User subscribes to email list Trigger: Copy Google Spreadsheet 1 Trigger: Copy Google Spreadsheet 2These Google Sheets are communicating with each other through =IMPORTRANGE, which is fine, but as soon as a copy is made, the files require to be given access again to communicate with eachother. Since we want this all to be automatic we are wondering if this above part is also possible with Zapier. Sheet 1 is the Sheet which is shared with the new email list subscriber.Sheet 2 is the “backend”. Here are all the secret formula’s, which help the user get to a certain answer on Sheet1 without revealing the formulas.

772
J
2 years ago
A
Anonymous
asked in How Do I
How do I integrate LinkedIn in Teams

Hello everyone! I’m trying to integrate LinkedIn and MS Teams. The goal is to have company LinkedIn Posts automatically appear in MS Teams channels every time we make a post. Has anyone been able to successfully implement this using Zapier?

3481
Paolo
2 years ago
J
justSethBeginner
asked in How Do I
SalesForce to Zoom Webinar using Dynamic names

Hey everyone-So, I have a Zap that is designed to register a user in a Zoom Webinar that matches the name of the event coming out of SalesForce. So, this one Zap will accommodate any event that qualifies. This will prevent me from having to create specific Zaps for each event which works but that’s a lot of Zaps!So, in the action step of the Zap, for the Upcoming Webinar name, I’m trying to pass the value from the SalesForce data but this results in an error that says “Webinar not found” in Zoom.The webinar is in fact in both platforms with the exact same name.  Any thoughts on how I can pull this off?Many thanks.

271
Paolo
2 years ago
H
hgruhnNew
asked in How Do I
How do I upload new google drive file to follow up boss contact? Or at least add the link to the file in the contacts note section?

I have a multi-step zap set up for a form submission from squarespace. It creates a new google doc with the users submissions and also creates a new contact in follow up boss. How would I add a step to add the link to the doc or upload the file itself to this contact in follow up boss?

776
christina.d
2 years ago
T
tkfNew
asked in How Do I
mySQL update values

Hi there - am new to Zapier but so far very impressed.I'm trying to take some numerical values from a Formidable form, add them together and then update a row in a mySQL table with that calculated value.For instance, I have four fields submitted from Formidable (field IDs 50, 53, 52, 51) which will each have a value between 0 and 100.I want to add those value together arithmetically hence the update value in the attachment. Is it possible even for the “update value” field in my Zap to contain arithmetic functions? something like=50+51+52+53 I’ve tried various things but it’s simply treating it as a string which is producing some odd results when the field I’m trying to update is an int field.is this possible to do, or am asking the impossible?Thanks a lot.

1062
T
2 years ago
R
rockmosNew
asked in How Do I
Can Zappier access confidential information in programs it's integrated with?

Hi -- I am interested in using Zappier and had a specific question about Zappier’s ability to “pull” data when it’s integrated with certain software.  For instance, if I create a Zap between Zendesk and Slack, does Zappier have access to all information stored within each of those program’s accounts, or can it only “touch” information for which it has been permitted to do through designated rules?  In other words, if the connected Zendesk account has information stored in Sections A-Z, but Zaps are created to automate certain activity for information contained in exclusively in Sections A and B, is there any way Zappier can extract or access data from Sections C-Z of the Zendesk account?

1312
christina.d
2 years ago
B
bradtelepoBeginner
asked in How Do I
How to ignore gmails triggers that have labels

Goal of NOT getting a Zapier when an email has labels.Problem, It is still being triggered despite below actions.  has:nouserlabels entered into gmail search string.See screenshot for actions taken and Zapier.  

628
rachael.silvano
2 years ago
A
Anonymous
asked in How Do I
How can I insert a file into Notion from Google Drive?

Hola, Hace mucho quiero realizar un zap que permita guardar un archivo que suba en una carpeta de Google drive en Notion, pero no funciona, solo coloca un enlace. ¿Alguien sabe qué se puede hacer? Moderator translation to English:Hello, I've been wanting to do a zap for a long time that allows me to save a file that I upload to a Google drive folder in Notion, but it doesn't work, it just places a link. Does anyone know what can be done?

10801
MohSwellam
2 years ago
I
integrationtestNew
posted in How Do I
Basecamp 3 to ClickUp

Hi everyone, I am fairly new to Zapier and trying to get to-dos from basecamp to clickup but I am unable to get the same name of the to-do on the ClickUp task. The current setup is as described below:   I’ve tried to change the “Task Name” filed with few different options that are available from the list but none of them are helping me to get the Task Name right. Any hint would be much appreciated.

80
I
2 years ago
A
Alex S.New
asked in How Do I
Bidirectional workflow between Asana and Basecamp 3

Hello! My employer is trying to create a bidirectional workflow between Asana and Basecamp 3. Below is what we’re trying to achieve, and we would appreciate any insights!We have a project management template set up in both Basecamp and Asana. When a new project is created from a template in Asana, we would like a new project to be created from a template in Basecamp. When a task is updated in Asana (new due date, marked complete, etc.), we would like that same task to be updated in the corresponding Basecamp project as well (we would also like the reverse, going from Basecamp to Asana). If several due dates or the entire project's due dates are shifted in Asana, we would like those changes to be made to the corresponding Basecamp project as well (we would also like the reverse, going from Basecamp to Asana)Essentially, we would like the ability to link an Asana project and a Basecamp project together, with most any action in one project being reflected in the other project. 

412
Liz_Roberts
2 years ago
R
RaewienNew
asked in How Do I
square online order # missing

I’m trying to create a new zap that pulls new order info into Trello - unfortunately it doesn’t populate the square online order number. It gives a long alphanumerical ID but that isn’t the official order number. How can we get that to be available? Also, order status options are open, complete, cancelled, but there are several order statuses in square.  Im trying to import order info but only need the Order #. 

1087
Danvers
2 years ago
J
juankibcnBeginner
asked in How Do I
How do I update Google Contacts when a customer is updated on Shopify with a new order, address, or phone number?

Hi,I’m trying to do that and I not able…I have a zap where new customers in Shopify are created on Google Contacts. I’d like to update google contacts when a customer is updated on shopify, with a new order, a new address, phone… Trigger: Updated Customer in Shopify Action: Find Contact in Google Contacts (?) find by email (what happens if this person made an order without email) Action: Update Contact in Google Contacts. And… that’s all… I don’t know how to continue :( 

745
Danvers
2 years ago
J
JLOBeginner
asked in How Do I
automatically forward to matter gmail/clio

Hello,  Has anyone come up with a way to automatically forward email replies to Clio matters? Clio provides maildrop addresses for each matter that allow the user to send or forward emails directly to the matter. When I send an email regarding a case I CC the maildrop address so that the matter receives a copy. I'd like to set up a zap so that the response is also automatically sent to the matter. I could also include the maildrop address within the body of the email.  I played around with it a few months ago but got busy with other things. I think there's probably a way to do it with mailparser, but I did have much luck. Thoughts? Thank you. 

1813
Danvers
2 years ago
T
TzviBeginner
asked in How Do I
From text message to google sheet to live screen display

Hello, I am looking for a way to take data from an incoming text message, store it in a google sheet and then display the data on a large screen that would dynamically update as new text messages come in. Is there a Zap that can do this for me?

1035
Danvers
2 years ago
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