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.
- 15,383 Topics
- 53,046 Replies
I’m attempting to pull information from a custom field in Cvent, and Zapier is able to pull the applicable ‘Custom Fields ID’ - but how can I take ONE of the IDs in the list to pull for a specific field in Zapier? For instance, the first ID listed below is associated with the ‘Program Name’ - but is there anyway to parse that FIRST ID consistently? Sorry if this is a bit a bit basic of a question - thanks!
I am trying to add a WooCommerce product in either single or multiple categories. There is the following post, but it does not help.I am using Airtable to pull the data and the product category is in dropdown. As you can see, there is a single or multiple categories. This is my setup for creating a product. I use Formatter by Zapier for Attributes. The categories look like this on WooCommerce. So, how do I add multiple categories in Create a Product in WooCommerce? I am sorry to say this, but this is terrible for users. There is no such an example at all. 0. How are we supposed to find how to do things? I have been struggling for days to figure this out.Thanks in advance!
Hi there. I have a customer support gpt assistant integration, how can I remove gpt-4’s sources from the text, can’t get it to work in formatter, they apper as: 【1†source】,【2†source】,【3†source】...【15†source】need a formatter replace with blank (text), how to do it? Thank you.
Hello Zapier Community !I have been working very hard on a skincare recommendations form for my skincare brands. I want customers to be able to fill the form, then 1. receive a link to a Shopify cart and then 2. receive an in-depth email about their products recommandations.I have designed my form using Typeform (I must admit creating the 112 combinations of answers is pretty exhausting and time-consuming) and my email template using Shopify. I have found tutorials on how to link Typeform entries to Shopify cart, but I just can’t seem to find how to automate sending of an Email from Shopify, using Typeform results.In simpler terms : basically what I’m looking for is that if user X answer questions and reach Typeform result B, then email B gets sent. If user Y reach Typeform result C, then email C gets sent. Sounds simple in theory, right ! I have high hopes that Zapier is just the right tool, and that I just havent’t figured out just yet how to configure the app to match my needs.I am
Hi,I have an idea for a lead magnet, but I'm missing an idea of how to play with it tool-wise. I want to give a useful template/document (graphic PDF ideally) to a customer for free, which will be functional for him when he puts his company data in it, then he can print it and use it. I want to make it as easy as possible for the client to put the data into the template, so ideally I would like to have the data the client gives in some form automatically put into the document.The flow: The customer enters the landing > enters an email > the email asks for the data to be placed in the template > gets a ready-made template.Which tools I need to make it work?
I want to set up a Zap that once a client has made a purchase on Stripe they are added to an onboarding workflow that is on Leadconnector.Because of various payment plans for products, perhaps using the payment link ID is best (rather than using a product id)? Is this correct? What’s the easiest way to get this set up?
How do I actually send an email using Hubspot, is this possible? Currently the only option I see is to send an outbound email via Zapier and then log the email as an engagement as a logged email inside of Hubspot.Is there any way to actually send an email via Hubspot the same way as if I was inside Hubspot and sent an email to someone?
Hi,I’m trying to make sure my Wave has all the transaction related to an order.When I create an sale order in Wave, I pass the Woo order ID, to prevent creating sale record by mistake and have duplicate.Now If I have to refund the order after the order has been marked as “completed” in Woo, either full or partial refund, I would like those go to Wave either as a new record with negative price or update the existing sale record in Wave to show the transaction records.So what is the best way of doing this? to make sure the bookkeeping in wave is accurate?
Hello Zapier Community,I am exploring the possibility of automating a workflow where videos uploaded to a YouTube channel are seamlessly integrated with various podcast hosting services. My goal is to create a system where content, once uploaded to YouTube, is automatically sent to podcast platforms.Specifically, I'm looking to understand: Compatibility: Are there existing Zaps or integrations that facilitate this YouTube-to-podcast hosting service connection? Customization: If such integrations exist, how customizable are they? For example, can I specify which videos get sent to the podcast host, or is it an all-or-nothing approach? Quality Control: How does the integration handle the conversion of video to audio-only format? Are there options to maintain or enhance audio quality during this process? Service Recommendations: Are there specific podcast hosting services that work better with Zapier for this kind of integration? Alternative Solutions: If direct integration isn't
So I am sending an email for payment that was due for services. I want to send a follow up email to that same thread (a Reply to the email i sent) to the person if they never replied. So the email says basically to make a payment, if no answer, I want to stay in the same email chain and do a follow up reminder againI want the email to go out 3 days later. I know i can do that with the delay feature, however, how do I make it reply to the original email i sent? Instead of sending a brand new email So:Email sent to client on 12/1 if no reply recv’d, reply to that email (same thread) on 12/4 with a follow upIf someone could help me would be great. I am using Outlook as the email client The trigger is updated row in Gsheet and action is to send the email with outlook
I am attempting to set up a zap. It is required to have a lead source. I want to put in Zillow but drop down doesn’t give me that option. I’m getting pretty frustrated. How do I add Zillow as a lead source so I can move on and complete this zap??
Someone asked a question 2 years ago about converting the number assigned to picklist values in a Clio custom field to text. Using the Formatter Lookup Table would work (and I know how to find the number assigned to each picklist value in Clio), however, my picklist has 150 values so copying the numbers to create a Lookup Table would be very time-consuming. Is there an easier way to accomplish this?My end goal is that when a Matter is opened in Clio that a new card is created in Trello with the value of the Clio Custom Field populated in a Trello Custom Field in the card.Thank you.
I would like Zapier to read my Google Alerts on specific topic, Triggered by incoming email in my Gmail account. Then using ChatGPT, visit the links in the Google Alerts to read and Summarize the content.I managed to connect to Gmail and Filter out the Google Alert I'm intending to use. But the Links are embedded in the Body Text field. How do I tell (the next step) ChatGPT to pick the Links within the body/text field?
Is there some way to manually trigger a zap from a webpage I don’t control, passing the full URL to the zap? I.e, if I’m on “example.com/view?something” I want to be able to initiate a zap, passing “example.com/view?something” as a parameter.Caverats:I’m using Firefox. I understand the Chrome extension might enable this, but that is not an option. I want to be able to easily trigger more than one zapThe first solution that occurred to me is to set up Email by Zapier and use the “Share” option from the FF tab context menu, which will send an email with the URL in the body, but I think the only way to differentiate zaps would be by manually adding a keyword to the email subject (which requires memorizing a list).It seems the likely most flexible path would be writing a custom Firefox extension, but I’m wondering if there’s an easier way.
Hello!I have created an order management app through Airtable that tracks our open orders through their entire process. We import to Airtable through a Zapier Zap from an Excel file that was exported out of our POS system. We have a master key that comes out of our POS system and it is unique to each item in every single open order (each row is an item, not an order). Once the item status has been set to "Complete" I have it set up in Airtable to move to a "Completed Items" Kanban view.We need a way for Airtable, Zapier, whichever to recognize when the item has been invoiced (paid for, left the building). When an order is invoiced it will not show up in our "Open Customer Orders" Excel export from the POS system any longer. (Makes sense, of course.) There will be no master key to map to.My boss is wondering if there is any way to tell Airtable that this order has been "Invoiced" due to the fact that ALL Master keys under a given invoice number are set to complete. Once all master keys
I work shifts and run a business. I subscribe to my shift schedule (a URL) on google calendar. I would like to be able to block off the day automatically after a night shift. There is a zapier template for a preparation block of time before specific meetings based on using a search phrase, but I can’t find one for a post-meeting block of time. In my case, I would like to automatically set up a calendar “event” to sleep for X hours after my night shift ends. I appreciate any ideas you might have.
I am looking for a solution to verify information I am gathering from a Formstack form is real before posting it to a Google sheet or into a CRM. How can I use Zapier to confirm the phone number, email and physical address that is entered on the form is a real phone number, a real physical address and a safe email before having it posted to a Google sheet or into a CRM?
Hello,I'm currently working on integrating Bitrix24 with Brevo. Specifically, I've successfully set up a mechanism where the creation of a Deal in Bitrix24 CRM triggers the creation of a corresponding contact in Brevo. Additionally, for each stage within the Deals pipeline in the CRM, we've established corresponding lists in Brevo. The goal is to reassign the contact created in Brevo based on the current stage within the Bitrix24 CRM.I'm seeking assistance in implementing this process effectively. Your guidance and support in configuring the reassignment of contacts in Brevo based on the respective stages in the Bitrix24 CRM would be highly appreciated.
Hi I have a zap that sends out a instant SMS to Facebook lead via clicksend, my question is how do schedule follow up messages to these leads? ie day 1 day 2 etc I understand I can create a zap for each days meassage but I don't understand this Unix stuff? Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759 How do do this? What do I put in that feild. Please help as I can't follow up with leads at the moment. Many thanks Alvin:)
How do I get Zapier to check Salesforce opportunities based on Close Date and Stage, then notify on Slack?
Hey all! I feel as though this ask should be relatively simple, though I’m having trouble getting it to work just right. Every morning...I would like Zapier to scan all of my opportunities in SalesforceContinue if the Close Date is earlier than the current date AND the Opportunity Stage is NOT Closed Won/Closed LostSend Slack Message any Opportunity Owner who has a deal that meets this criteria…(This part I’m confident I know how to do once I have the other steps sorted)As you can see below it is returning many records that do NOT fit this criteria
Hello, I’m using Beaconstac as a Digital Business Card Provider, integrated with Azure AD.The Social Links are not available in the AD integration, hence my question. Could I use Zapier do add the links to the Company Instagram/LinkedIn/Facebook every time a new card is created? Thank you all.
Log in to the Community
Use your Zapier credentialsLog in with Zapier
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.