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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.

  • 15,376 Topics
  • 53,035 Replies

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15376 Topics

V
VsankoeBeginner
asked in How Do I

I am trying to integrate Trello with Zapier to send automated texts to new leads input in Trello

My goal is to automated texts to new leads Input into Trello. The only tging I can figure out how to do is to text my number when new cards are created. I would like to be able to do this. example: new card entered with phone numberi would like it to auto text that number. Any help would be great thank you 

7
Jillian
2 years ago
C
CGallatinNew
asked in How Do I

Zapier-Google Drive-Sheets Integration Expertise Needed-PAID

I need paid help (hopefully 2-4 hours or less on a workflow shown below.User visits a webform that allows PDF/JPG file uploads (tax docs) along with a checkbox set allowing user to state whether a condition existed in 2020 (bought a home etc). That data is sent to Zapier via a webhook. (Currently, only 20% of possible file upload options are being seen by Zapier during testing). The Zapier Zap needs to:Create a new Google Drive folder to accept the PDF(s) and then send the checkbox info (Checked or empty) to a Google Sheets database, along with basic user name/email data to match up.A link to each uploaded PDF would need to be placed in the appropriate field in the spreadsheet corresponding to the user data entered on that new line of data: A Google Sheets spreadsheet already has approx 30 columns of data that should all contain on one line:Name Email Phone   - Bought a Home? Y/N  Uploaded 1040 (link to PDF)  etc    I want to oversee this and “direct you” in real time to build out the

3
Jillian
2 years ago
K
Kristy_RQBeginner
asked in How Do I

365 permissions error trying to connect and User Consent settings are correct

In the past I had no issue connecting my 365 acct and using it in Zaps.  That connection was deprecated and now when I try to connect I get a permissions error.  After reviewing the help documentation, I checked our 365 User Consent settings and they are set-up the way Zapier says is neededand it’s still not working.   Before I ask our 365 Admin to update settings, it would be helpful to know exactly what settings need to be changed, since they’re already set according to the help docs and it still does not work.    

7
GetUWired
2 years ago
S
SWMHBeginner
asked in How Do I

Import range in Google Sheets

Hi,I’ve a spreadsheet with formula “=importrange(..)”.Understood that when using =importrange, this kind of query and/or import formula only makes the update at the moment that the sheet is opened. This is a known behavior of the Google Sheets API, as discussed here: https://stackoverflow.com/questions/49268415/how-frequently-does-importrange-refresh — so the delay you're seeing in triggering is corresponding to the times that user opened the sheet.Seems the Zap trigger is not consistent.  Some trigger 30 mins later, some doesn’t trigger until user open the spreadsheet.  To wait for user open the spreadsheet is a bit doesn’t make sense.  Cos the form is public submission and we don’t know when they submit the form.My flow:Public submit via Google Forms Spreadsheet A:  Acknowledgement email to respondent via Zap (Trigger any column) Spreadsheet B:  Use =importrange from Spreadsheet A to this spreadsheet B and another email send to respondent via Zap (Trigger ColA=Timestamp)Anyone have a

4
S
2 years ago
B
Bravo filmsBeginner
asked in How Do I

Facebook Lead Ads to Pipedrive- not show some form data

Hello Community!I hope you can help me to solve the issue with Facebook Lead Ads. So I created zap (checked all permission on my Ads Manager account), but not show some data. Like Ad name, campaing name. It say “No data” 

2
AndrewJDavison_Luhhu
2 years ago
F
fixrunnerNew
asked in How Do I

Submit data from WPforms

Submited data from WPforms to be sent to email configured in the from, and so the admin can receive data as PDF

2
AndrewJDavison_Luhhu
2 years ago
B
Berry LaiNew
asked in How Do I

How to update specific task in MeisterTask if don't know Task ID

I have a ZAP, I want it auto update MeisterTask when my shopify order complete, then move that task to other column and set as complete.During set up this Zap, I found that the Task ID is required,  and I can't only use the task name to update.And I don’t know how to match up the Order with task ID , if any body know how to make this work?Please help.Thank you.

2
AndrewJDavison_Luhhu
2 years ago
M
ManasaBeginner
asked in How Do I

Woocommerece > Xapier > stripe > Xapier > Xero

Can we integrate Woocommerce with Zapier, then to stripe to zapier and then agin to Zero. Like if a customer orders a product on woocommerce it should talk to stripe and give the order details with money paid then stripe should tell xero the order details and  after the money is credited in Xero. generating a single invoice . Can this be done, if so  please tell us how ?   

3
AndrewJDavison_Luhhu
2 years ago
D
DONNAB059Beginner
asked in How Do I

Google Contact Group Membership Field

I am a very new user and needed a simple zap.  I have a google document that adds a contact anytime an certain email is sent.  This is a zap and works great.  I also want another zap to add that row to my GOOGLE CONTACTS.  I have this zap working great but cannot get the new contacts in a group...the gmail contact field “group membership” does not show up as an option in my zap fields.  I tried adding a custom field but it does not work.  How can I add the “group membership” gmail contact field as an option in my zap fields. Thanks for any help.

8
AndrewJDavison_Luhhu
2 years ago
A
AvetisNew
asked in How Do I

Zaps are not triggering New or Updated Spreadsheet Row in Google Sheets

Hello Guys I am having issue with New or Updated Spreadsheet Row in Google Sheets-I created New or Updated Spreadsheet Row in Google Sheets ( trigger column any_column)-Phone number formating-Data Formating-Realphonevalidation-Filter-Web hooks to post into CRM.I tested the Zap everything is working in Test mode. But when its on. I update the row no action. It seems like Zap dosent see the new Rows. Could you advice what i am doing wrong? Thank you

2
AndrewJDavison_Luhhu
2 years ago
C
CauseMicBeginner
asked in How Do I

Shopify Payout Tracking & PayPal Transaction ID

We are currently integrating Shopify with Salesforce using Zapier and are running into two issues:  Our finance team would like to be able to sync the payout date to Salesforce so that they can more easily reconcile the bank payouts with the transactions  They would also to sync the PayPal transaction ID over to Salesforce but it doesn’t appear to be accessible from the paid order Zap If anyone has any creative ideas about how to get this data out of Shopify, I’m all ears!

3
AndrewJDavison_Luhhu
2 years ago
H
hurkf11New
asked in How Do I

I'm using Kajabi and Shopify and the sample data is transferred into Kajabi. How can I fix this?

I'm using Kajabi and Shopify and the sample data is transferred into Kajabi. How can I fix this?

2
AndrewJDavison_Luhhu
2 years ago
J
johchoiceNew
asked in How Do I

Setting up Zap to autoreply, but after auto reply pause autoreplies for a period of time

Okay, so at my job we have a message board for incoming calls. I am trying to set up Zap to autoreply with my extension to a specific string posted in chat. However, once it posts my extension, I need it to stop replying for about 10 minutes, so I can handle the call I am taking.  Sort of the workflow I am looking for:Search for string “ml call”Autoreply with my extensionAfter autoreply wait 10 minutes and restart autoreplying 

2
AndrewJDavison_Luhhu
2 years ago
R
rscierkaNew
asked in How Do I

Google Sheet to Constant Contact Not Showing Fields

Anybody know how I can add more fields to constant contact when adding a new contact from google sheet row? When I go to upload data from google sheets only standard fields are shown for constant contact. cannot add address, zip, state, etc even though the data is available in google sheets. 

2
AndrewJDavison_Luhhu
2 years ago
L
LibertineNew
asked in How Do I

Shopify Google sheets Stopping order total from duplicating across lines

I have a Google Sheet that I am creating a new line when I get a new paid Shopify order.  When an order comes through with multiple line items it duplicates the total paid which makes it hard to sum monthly sales. I would like the total for each order to only appear once. Is this possible with Zapier or will I have to create a formula where I somehow disregard multiple totals on the same order.Above with the order 3249 if I sum the total the customer paid it duplicates it across however many items were purchased Note: adding Line items does not seem to work as they do not take into account discounts applied globally to the order.

2
AndrewJDavison_Luhhu
2 years ago
K
kookykullafBeginner
asked in How Do I

Square-Gmail integration. Not sending email

I have a zap set up to send an email to a customer with the digital item they purchased. It fliters the correct product name and then is supposed to send them a email with necessary links. However, even though the email shows up in the test data. When I real time test the zap it doesn't send the customer any email. In fact it has the information marked as blank. How can i fix it? is there re-formatting that has to be done? 

14
AndrewJDavison_Luhhu
2 years ago
S
sailor_blueNew
asked in How Do I

Add GoToWebinar Unique Registrant URL to Custom Field in Hubspot Contact Record

Trying to extract the unique registrant URL that GoToWebinar generates for all webinar registrants and add it to a custom field (in our case - “GoToWebinar Join URL”) that’s been set up on the contact record in Hubspot.We’d like to use that custom field with the unique URL in automated emails as part of a workflow that shares the registrant confirmation (as a personalization token in the Hubspot email) to registrants after they register and in subsequent email reminders.The challenge has been figuring out how to set up the Zap correctly to accomplish this. Have tried this setup:New Registrant in GoToWebinar Find or Create Contact in Hubspot (have tried w/ this step and w/out this step) Update Contact in HubspotSearched around and came across this blog article (how-to) that does a great job of explaining exactly what we want to do (from Extracting a GoToWebinar URL point in the article), but the walk-through is based on an old instance of Zapier and it’s been difficult to replicate in t

2
AndrewJDavison_Luhhu
2 years ago
M
MrR0g3rsBeginner
asked in How Do I

Live Weather on Google Slides

Hello All,I work for a small school and we are using Google Sign Builder as a cheap and easy digital signage solution for displays around the district. I would like to be able to display “live” weather data on one of the slides and also a clock if possible. Based on some searching it appeared as if I could accomplish this with Zapier. There was even a Zap already made. I connected everything and created a test slideshow. When I run the Zap, nothing appears in the slideshow. Any help would be appreciated.

5
AndrewJDavison_Luhhu
2 years ago
P
PaolonBeginner
asked in How Do I

How to Update the List of File Names Uploaded in Onedrive When the Folder Has Multiple Subfolders?

This post will be related to my previous post about creating a list of updated file names from files uploaded on google drive and onedrive that you find here As I have not suceeded with google drive because of the reasons you find here , I moved my attention to onedrive and built the zap you will see below.  The problem is that :1- if the folder contains many client folders, it does not trigger when the file is uploaded into my customers folders. This is super annoying because the entire point was to create a folder with many subfolders each for each customer of mine and than create a master list of file names uploaded. Is there anything that could be done ?2- I tried to reproduce the zap in a computer in a different country, namely Italy, and the field “parent reference name” disappeared from the list of fields available, making the zap not useful. what can be done? that account had the lowest payed plan. I have a more expensive plan on my account.Here are the Zap details:  

1
AndrewJDavison_Luhhu
2 years ago
B
BaruchGBeginner
asked in How Do I

Google Sheets information not showing in Jira Service Desk

I am brand new to ZapierI am trying to open a Jira Servuce Desk ticket from the data in Google Sheets.The basic process works fine; I enter a new roll in sheets and 15 seconds later I have a new open support ticket in Jira with the correct subject. However, no data from any of the columns is in the ticket.When importing from a spreadsheet to Jira, where should all the data be populated?Do I need to choose which fields will be imported into Jira? and if so, how do I do that? I don’t see any option select columns.I was assuming into the comments filed but this is not the case.  Thanks

3
B
2 years ago
J
johanneschunBeginner
asked in How Do I

Get Asana project status updates in Google doc

Hellois there a way to get the text from a status update (in Asana) dumped directly into a new or existing Google Doc?I could not find this in the list of possible triggers.Thank you!

5
J
2 years ago
V
VinstockTradingBeginner
asked in How Do I

Discord + PayPal Find User

I am trying to make a zap that will connect a Paypal subscription service to adding a role in Discord. I am trying to add the Find User action but I am sure what to put in the “username” tab. I am guessing it is the Discord userID but how do I add that if the only options I see are for PayPal? Which one of the Paypal options should I use (ex. Name, Email, PayerID etc.) Thanks

6
jesse
2 years ago
A
arleskrBeginner
asked in How Do I

Excel cell with IF statement returns zero to Zapier Updated Excel row function

Hello,I have an Excel spreadsheet in Onedrive. Every time a new row is added (values will then be filled in columns A-H), a formula in column I checks that the row is not empty. It then sums the values of column H for all rows that meets certain conditions (col F=false and col D<todays date). Everything works like a charm in Excel and looks like this: When I try to fetch the rows with the Zapier Updated Excel row function, all values works fine except for the values in column I and J that is created with IF-statements like the one described above for col I. They returns 0 in Zapier, although visible existing in Excel. Please notice that the values from columns E, G and H is fetched correctly to Zapier:I have also tried shifting between different rows in the test trigger, 0 in all col I and J Am I doing something wrong in Zapier, or does Zapier not recognize values from cells that is filled with a combination of IF and SUMIFS statements? I have tried creating another column in Excel

8
nicksimard
2 years ago
R
ronshullerNew
asked in How Do I

Facebook Messenger -> Gmail

For the life of me I cannot create a ZAP to send me an email in GMail with the contents of a Facebook Messenger text.Can someone do this for me for a fee?Thanks much.Ron Shuller Email removed address removed by moderator. Please do not include private/personal information in the Community as it is a public forum. If you would like to connect with other members, please do so via DM and only send your personal details to members that you trust. 

4
Troy Tessalone
2 years ago
N
nat22natNew
asked in How Do I

Squarespace Product Purchase

I’d like to connect squarespace to acuity scheduling so that when a client makes a purchase in squarespace they are assigned a package code in acuity… Anyone know how to do this?

3
Jillian
2 years ago
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