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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.

  • 13,217 Topics
  • 45,757 Replies

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13217 Topics

RichardT74
RichardT74New
asked in How Do I

Crelate integration with Zoom Phone

Has anyone tried to intergate Crelate with Zoom Phone?  We have a need for a customer and would be open to disucssing this with a Zapier Developer partner. Rich

3
ken.a
4 days ago
strikepoint
strikepointNew
asked in How Do I

Connecting data sources to a chatbot with Interfaces

This post was split from the topic: I see “coming soon” under connecting data sources to the chatbot in the Interface. Do you guys know when that feature will become available? I would really love to start using it for my company. 

5
ken.a
4 days ago
Team Angel
Team AngelNew
asked in How Do I

Mark a checkbox on a Google Sheet when a new JotForm submission is received

I have a spreadsheet that pulls WooCommerce orders through Zapier, and includes all their order information including their email address. After purchase, the customer is instructed to sign a waiver on JotForm by clicking on a link in the purchase thank you page.Once the client signs the form in JotForm, I would like a checkbox automatically marked in a Google Sheet. The information in the Google Sheet is pulled from WooCommerce through Zapier.How do I set up a Zap so that when the customer signs their waiver after making their WooCommerce purchase, it searches for their email address in the spreadsheet, and automatically marks the checkbox?

2
ken.a
4 days ago
Kram
KramNew
asked in How Do I

How do I create a user management dashboard when a new Instagram user logs in?

Hello,I launched many automation for my business ,  a lot of person loved it and Want me to do the same for them.So basically my zap are easy is just you connect your instagram and then many tools are used to automate the data.But now the problem I wanted to launch that like a saas, If someone already turned zap on saas  I would love to have some Tips. Now everything work for mine . I just need to add a user management so everyone can come and login with ig and then get everything on there dashbord. Thank You  

1
ken.a
4 days ago
CJStudios
CJStudiosNew
asked in How Do I

Need help mapping dropdown field in Google Form to custom field in Trello

I have a dropdown field in my Google Form with 5 items to choose from. I have a custom field in Trello that I want to map that response to. Should the custom field in Trello that I’m mapping to be a dropdown as well with the exact same words? Or should it be a text field? How does the information from a dropdown field in the trigger get translated in a custom field in Trello? Thanks!

1
Troy Tessalone
4 days ago
railroadred
railroadredNew
asked in How Do I

Setting up a connection b/n Typeform + Hubspot (custom objects)

Hi all, I’m trying to set up integration between my Typeform and HubSpot’s crm particularly the custom objects I have created. I am using Zapier as the middleman between the two, but I am having trouble figuring out how to set up the connection between Typeform and HubSpot to get data to fill the custom and original objects HubSpot provides. 

1
Troy Tessalone
4 days ago
marcus91
marcus91New
asked in How Do I

Can I delete unused variables in Storage when they haven't been accessed for a specific time?

Hi guys. I use “Storage” for variables every day.  Been using it for years now.What surprises me is a basic tool to maintain (ie, clean up) junk variables and their contents in “storage” still hasn’t appeared (at least that I can find, the search for this forum isn’t great!).For example, there’s been a handful of times I mistyped a variable name while developing years ago, and viola, those variables still reside in storage today.  No easy way to just purge them!  Instead, every time I pull data from variables in Storage, I loathe seeing those old mistypes there, and for some, I grab the wrong one because they were just one character off from the “right” variable (the one with real data).So - not only is the junk in Storage annoying, it’s actually causing me problems.And it appears the only way I can get rid of the content of variables stuck in Storage is to write a zap I’ll run one time.  And STILL I do NOT know the Storage command to DELETE entire variables and their contents if I do

1
Troy Tessalone
4 days ago
lmarins
lmarinsBeginner
asked in How Do I

Is featured media the same as featured image (Wordpress Post)

I’m trying to set the featured image for a wordpress post through zapier. I thought the featured media might accomplish this but image isn’t pushed to be the featured image for the Wordpress Post. Is there another way around this or is there something I’m doing wrong? Using the link from the upload media to WP zap works within the content portion of the zap but doesn’t work as the featured media.  

2
christina.d
Community Manager
4 days ago
marcus91
marcus91New
asked in How Do I

How do I disable versioning for my apps when a new version is created?

Hi folks.  The versioning feature is great for those who want it, but I never wanted it and it’s causing me a lot of lost time and confusion.  AFAIK I have no need for it, and would like to turn it OFF.  If not for my entire profile, then at LEAST for each app individually. Is this possible now?  Or do I pray for a feature change someday. If anyone empowered in the company is reading this, please consider my current active version of all my Zaps to be the desired active (and only!) version, and please turn off versioning on my account.  Thank you! Marc 

1
christina.d
Community Manager
4 days ago
rprestonnp
rprestonnpNew
asked in How Do I

How to create a ticket with an attachment Freshdesk

How would I create a new freshdesk ticket with an attachment? Once the form is created, I am looking to create a freshdesk ticket with the attached file.

1
chanelle
Community Manager
4 days ago
PMC
PMCNew
asked in How Do I

Can I transfer product metadata details when an order is created in Square through WooCommerce?

I created an order in Square using a zap, the connection is through Woo-commerce. When the order comes in, it is missing all of the product details that I included in the metadata.  The client needs this to work so all meta gets sent over for their sandwich ordering, but right now all it shows up as is “Order Paid” but no other information is being sent over. Sending two pictures to show the difference in orders.  

1
chanelle
Community Manager
4 days ago
State Upgrades
State UpgradesBeginner
asked in How Do I

I need to send a Lead Salesforce Record to an specific channel with a custom message every time a lead gets created. 

I need to send a Lead Salesforce Record to an specific channel with a custom message every time a lead gets created. 

5
Rachael S
Community Manager
4 days ago
A
ArkadyBeginner
asked in How Do I

How to Get Email Marketing Status from Kajabi?

Hi all!I'm building a simple workflow from Kajabi into our CRM, Attio, to capture new students in a list:I want to add a filter after step 1, that halts the process if a user has not opted into email marketing in Kajabi.The Kajabi contacts database includes an “Email Marketing” field with this status, but it’s not available in their Zapier triggers.Is there any way to work around this limitation and get that status field? Big thanks in advance! 

5
A
4 days ago
R
RukaikoBeginner
asked in How Do I

How do I cancel a subscription of a student in Teachable?

My main problem is that I use the bundle feature on teachable and I think there is no way to tell Zapier to uneroll a student from a bundle with the current not updated API of teachable. So I was trying to find a way that after a trigger (a cancel subscription event from woocommerce) I tell Zapier to cancel the free subscription that the student is in (because I let them join for “free” in teachable but they paid with another system outside it). So there is a way via webhook/API call to cancel a subscription?Thanks. 

3
SamB
Community Manager
4 days ago
LauraFriedlander
LauraFriedlanderBeginner
asked in How Do I

Can I import donation amounts along with donor information from DonorBox to Keap?

I am setting up a DonorBox integration with Keap. The integration successfully imports the Donor’s info info into Keap, but the order imported shows a $0 amount. How do I get the donation amount to appear?

6
chanelle
Community Manager
4 days ago
dennymah
dennymahBeginner
asked in How Do I

Converting a Google Doc File to Mircosoft Word

Hi, I have a simple question. Is there a way for me to convert a generated google doc into microsoft word? Currently, I have a zap where it will generate a google doc and I have to manually click into the google document and click download - save as - docx (microsoft word) format. Is there a way I can eliminate this manual step and have zapier automatically do a conversion from google doc to microsoft word?

4
john4455
4 days ago
Stefania
StefaniaNew
asked in How Do I

How to update an existing prospect in Pardot from LinkedIn Lead Gen Ads, or create a new Prospect if one doesn't exist?

I’ve been playing around with a zap that will create or update prospects in Pardot for me.  The Trigger is: New Lead Gen Form Response in LinkedIn AdsAction: Find Prospect in Pardot (maps back to email from LinkedIn), and create new Pardot prospect if it doesn’t exist yet (mapping all relevant fields back from LinkedIn to Pardot, including Lead Source, etc.) I’m unsure what the first action is doing though - will it update the prospect if it does find it, and create a new one if it doesn’t? Or will it just check if there is one, and if not, create one? Would love to be able to update the prospect for the customer journey + multi touch attribution, if possible. Thanks! 

1
Stefania
4 days ago
S
stevewalkrBeginner
asked in How Do I

Clarity on the current ChatGPT version options

Hi there,I am creating Zaps using the “Conversation in ChatGPT” action.When setting up I have two options for models, both 3.5 - I want to use v4, and my understanding was that this required me to upgrade my Openai API subscription to paid.I have done this, and have waited sometime for caches to clear - but I only see the two 3.5 options.I have a ChaptGPT Plus account, and I have now created a paid API account - is I was expecting to see v4 as a new option in the Zap integration?Any advice?Many thanks, Steve.    

7
REXZ Automations
4 days ago
Wex
WexBeginner
asked in How Do I

How do I share Survey Monkey info to Active Campaign checkbox?

Hi folks Can’t work out how to share multiple checkbox info from Survey Monkey to Active Campaign.  On Zapier I can see this note:Value(s) must be an exact match to the available field options and in this format: ||option 1|| OR ||option 1||option 2|| Does this mean I enter the below into the text field:||Leisurely | Relaxing activities with a reasonable level of fitness.|| OR ||Moderate | Active walks and rides with a reasonable level of fitness.|| OR ||Challenging | Very active walks and rides with a high level of fitness.|| OR ||Leisurely | Relaxing activities with a reasonable level of fitness.||Moderate | Active walks and rides with a reasonable level of fitness.|| OR etc etc Thanks so much.

3
SamB
Community Manager
4 days ago
HugoT
HugoTBeginner
asked in How Do I

Select images from RSS Feed

Zap workflow:Fetch RSS Feed (showcases up to 11 images per item) Formatter by Zapier (seperating the images) Create a record in Zapier tables (since i want to add the ‘continue’ button to manually approve the continuation of the Zap) Continue Zap - Tables Send images to Creatomate Problem / Desired situation:For Creatomate we only need 5 images max. However, before sending the images we want to pre-select which images to use. It could be for example that images number 1, 3, 4, 8 & 10 will be used. This needs to be selected manually.What type of adjustments or other integrations would you recommend that we first get (a notification in order) to select the correct images and afterwards pressing the continue button? Or even before transferring the data into the table to pre-select the images...

2
SamB
Community Manager
4 days ago
DDL_Matt
DDL_MattNew
asked in How Do I

New Payment in Xero, Match reference number to a ticket in HubSpot and Update ticket property

Hello everyone, I hope you can help. I’ve been trying to create a zap for quite some time now but I can’t seem to get the expected results. We’re trying to save time for our team in checking if the payment has been made for a particular invoice. What we would like to achieve is when a new payment is reflected in our Xero account, Zapier will then grab the reference number and look for a HubSpot ticket property that matches this. Next, Zapier will then update another ticket property inside that same ticket with a simple “Yes”. (inside a dropdown list). Is this possible? If yes, I’d really appreciate it if you could show me how or if you know a related article or post about this.  Thank you! 

2
DDL_Matt
4 days ago
0th
0thNew
asked in How Do I

Discord attachments are joined together.

Hey, I just started using Zapier, and I have a problem involving attachments posting on another discord Server. When Zapier webhook posts a message from another channel it gets tangled up and joined, so attachment url doesn’t work and it doesn’t show as intended. I need help with figuring that one out, thanks.   Attachment webhook message, works when I post only one image to the 1st server, but with two or more images it ends up like that, linked together.    My Zapier settings. 

3
ken.a
4 days ago
Mandarin
MandarinNew
asked in How Do I

Use Google login info from Bubble app to populate Google Slides presentation

I have created an App in Bubble.io and used Zapier to post information to google slides. The Zap works well however the template for the slide is saved in my google drive. As it is for an App I would like the user to log in to the app using google login (which I have set up) and then when they use use the zap it takes the login information and creates a new presentation from template in their google drive.  I guess the user would need to copy the template into their Drive first? Does anyone have any ideas?

1
ken.a
4 days ago
abby.tgc
abby.tgcNew
asked in How Do I

DEAR/Cin7 Core + Shopify Plus Integration for Incoming Inventory (POs)

Hi Community--Hope you might be able to help: Our team uses DEAR (now Cin7 Core) for stock purchases/inventory & Shopify for sales. We are looking to integrate incoming stock between DEAR and Shopify. For items 'On Order' in DEAR, we would like the PO, quantity, and x factory date to be relayed into Shopify (perhaps in the 'incoming' quantity section?). If there is stock on order and a product sells out, we will check the variant policy to 'continue selling when out of stock' in Shopify and add an 'available to ship' date to the product page (~7 days from the DEAR x-factory date). Once inventory is received, the 'available to ship' date is removed and the variant policy is reverted to stop selling when out of stock. Is this something Zapier can do? Does anyone have any experience using Zapier for Dear/Cin7 & Shopify integration? Please advise.Thank you :)

1
ken.a
4 days ago
TMurray
TMurrayBeginner
asked in How Do I

How can I use Zapier to post a Slack Message with markdown Formatting?

When I have my Slack message post using Markdown Language, it just posts the code without any formatting.What am I doing wrong? Is there a way around this?

5
ken.a
4 days ago
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