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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.

  • 13,239 Topics
  • 45,873 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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How to Connect Gmail to Microsoft To-Do (Easy Integration Tutorial)

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13239 Topics

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 --

4
K
5 months ago
U
User_1234Beginner
asked in How Do I

Zapier not loading Monday.com project column info

I’ve connected Monday.com to Zapier via the personal API.Zapier can “see” my main boards but can’t show me any of the project column fields/data that are on those boards.In a different Monday/Zapier account I was able to see ALL the project column data so I could create a message populated by some of column info.Now in this account, I can’t see anything other than the main board name and the board ID number. I’m not sure what I need to do so I can access that project column data.Attached is a screen grab of the only fields I see :(  

3
Rachael S
Community Manager
8 months ago
J
jsharprippleBeginner
asked in How Do I

Zoho - Zap to Google Calendar - delete an entry when deleted in Zoho

I use Zoho for my CRM and add events in Zoho as a Deals module.I have successfully created the zap that finds, creates or updated the record in my apple calendar (via a google calendar).However, if I delete an event in Zoho, I want it to delete from the calendar too.  Zoho has no option for delete in Zapier.How do I achieve this?

4
J
5 months ago
K
kpellegrBeginner
asked in How Do I

Google contacts creates "Other contact"

I have a zap that ads new contacts to our Google Workspace. I need it to add the same contact to two different people’s address books.The zap adds the contact to one account just fine, but in the other account, it places the contact in the “Other Contacts” category.I duplicated the “add contact” step and just replaced the Google Account, so I cannot comprehend what went wrong, or what the difference between the two zap steps is…Any thoughts?

3
K
3 months ago
K
k.zhouNew
asked in How Do I

How do I add/update Airtable records with today’s date when editing the existing box note?

Hi,I am new to Zapier and the Box integration with Airtable. I was wondering if there is a way to automate the following:Every time an existing boxnote is edited, update that company’s record’s “date of last interaction” field with today’s date. Every time a boxnote is created within a specific folder, search to see if the company this was created for already exists in our Airtable. If it does, update that record’s “date of last interaction” field with today’s date. If not, create a new record and update same field.Any help would be greatly appreciated! Especially how to get these apps linked.

3
Troy Tessalone
8 months ago
R
rnevilleBeginner
asked in How Do I

Slack Create Channel, Assign to Section

Hello, Is there a way of creating channels via zapier in slack and then assigning them to a section? I can’t find anything in Zapier or the slack API either. 

4
jesse
Community Manager
9 months ago
S
Spencer HsuNew
asked in How Do I

Linking EZ Texting to Sierra -- no email/name/password provided

Hello, We’re trying to link our EZ Texting account with Sierra Interactive with Zapier, but because EZ Texting only provides a mobile number, it’s not able to perform the applicable selected task, Create a New Lead, as to create a new lead a first name, last name, and email address are required. Anyone experienced this issue before? Any ideas for a solution? Thanks for your help.

4
D
10 months ago
T
thehawk165Beginner
asked in How Do I

Create a Contact from email contents

Hi, I’d like to create a contact (either in outlook or google or icloud) from the contents of a lead email. Lead emails come in standard format everytime (full name, phone, email). Is this possible? Thanks

4
T
8 months ago
M
mycarnivalmatchBeginner
asked in How Do I

Hiding email address between buyers and sellers

This question was split from the post  Hi @Mattieman! I don’t readily have WooCommerce to test with, but can you try using the Formatter app, then select Utilities, then Line-Item to Text? You would map the field you’re showing above, then select what you want as the output. That should give you some options to “convert” what’s currently in that unusable form, into text you can filter on :) I have set up a Zap for buyers to contact sellers on my site. Can I also try this to hide their email address from each other?  

4
M
4 months ago
M
matthijsmBeginner
asked in How Do I

How get Debit in Email with Stripe Payment link when booking Calendar

Hi everyone,I am building a website for a personal chef, with Calendly or Acuity Scheduling and Stripe.If someone books a date with the chef, they should automatically receive an email with a payment link from Stripe. This works fine, except the only payment options are Apple Pay and credit cards, even if I enable other payment options in Stripe, such as SEPA transfer (bank transfers within Eurozone) or Multibanco. The client is located in Portugal, where credit cards are not used as often as bank transfers.Does anyone know of any technical solution to enable people to pay with bank accounts? I have little coding or webhooks experience, but with a clear explanation or tutorial, there is a lot I can learn.Thank you so much for reading and have a lovely day! Matthijs

2
M
6 months ago
M
mjaramilloNew
asked in How Do I

Question about Twitter metrics to retrieve after a new tweet trigger

Hi everyone. I am new to Zapier. I want to get tweet metrics after a “new tweet trigger” and save them to google sheets.Some of the metrics I’d like to retrieve are impressions, engagements, likes, retweets, replies, profile visits, and new followers (see screen attached from Twitter).However, I haven’t found all of those metrics in Zapier. Can you help me find them, or let me know if some of them are not available?Thanks!Miguel 

4
chanelle
Community Manager
7 months ago
N
Nebim-CommunityNew
posted in How Do I

LinkedIn Lead Gen Forms couldn't find any more form responses.

I created LinkedIn lead gen forms. I'm trying to setup Zapier integration with an account with full privileges on LinkedIn, but I'm running into a problem. In the lead gen form draft phase and when connecting with zapier, during the test trigger phase, “we couldn't find any more form responses” I get an error. How can I solve this?

0
N
4 months ago
A
ababab608Beginner
asked in How Do I

GMAIL TO GMAIL ZAP. Am I able to Ignore one attachment/email but not the other?

Hi Zapier community!I have a Gmail to Gmail zap configured to trigger off of a NEW ATTACHMENT in a folder, and then action to SEND AN EMAIL to a BI tool. My issue is that I receive 2 emails that I am having a hard time filtering into separate folders. Instead of fumbling around with Google email filters, I was hoping I can control with Zapier.  I would like to set up Zapier to send just one of the emails that comes into the folder instead of both. The emails come in about 10 mins apart from each other daily too. Is there a way to ignore one of these while still forwarding the other?Thanks!!

7
Rachael S
Community Manager
5 months ago
R
ruchichoprawellnessBeginner
asked in How Do I

HELP connecting Stripe with Trainerize

Hi! Can someone please help me.. I have clients pay via Stripe and only once they make a payment I would like them to receive login details. Right now they receive an invoice with login details without payment. In my zaps I have Stripe -Trainerize so not sure if I am missing something. Thanks

7
Liz_Roberts
Community Manager
5 months ago
D
DraganminBeginner
asked in How Do I

Ways for a reply to a specific email to update a specific Notion DB item

Hi guys,I have a Zap I am not sure how to create. We have a DB in Notion of certain items which correspond to emails sent in Gmail. So email sent in gmail with a specific subject creates a entry in that database with the body of the email that was sent + the email address of the recepient + First and last name.What I want to do is to automatically update a specific entry based on a reply to a specific email.E.g. Email 1 sent to person A with email abc@test.com with body X Notion DB item Y is created with these criteria based on the emails subject as it is predictable. One week later I follow up with email 1a because of no reply. I need zapier to know to update Notion DB Item Y with additional email 2 that was sent. This should happen for each email that gets sent out from gmail with a specific subject. So for example email 2 to person B with body Z would create notion DB item W. following up with 2a email would update the body of notionDB body W and so on. Is this feasible?

4
D
5 months ago
D
David OgletreeNew
asked in How Do I

Adding Multiple Google Ads Conversions from spreadsheet

I get a email every day from a CRM with a csv that includes several conversions.  Does the “Send Offline Conversion in Google Ads” action only do one at a time or is there a way to do more.  I have a Code zap that works sending just one.  

1
Troy Tessalone
8 months ago
H
hippopotamuschickenBeginner
asked in How Do I

Can I post slack replies from a thread to a specific google cell?

I have a Zap that sends data from Tidio Bot > Google Sheets > Slack.The zap creates a new row in a google sheet. The columns are as such:Lead Type Name Phone EmailAfter which the Zap posts the same information as a single message in a private Slack channel. Slack users then reply to the message as a thread. Is it possible to have Zapier to post any replies that are made by users to the original message in a new column of the corresponding row? 

1
christina.d
Community Manager
9 months ago
E
EmilsNew
asked in How Do I

Birthday/Anniversary - Data to outlook email

I’m looking for a way to create a birthday/anniversary email automation. I regularly download a new CSV file with all my clients (includes date of purchase, name etc) to my computer (and on dropbox). I would like to create an automation that an outlook email is sent to each guest exactly 1 year after their purchase day.How do i go about this? 

1
Danvers
Community Manager
5 months ago
C
CODA Farm TechBeginner
asked in How Do I

Need to feed product information from Stripe into Shipstation

Hello,  I’m trying to feed product information from Stripe into Shipstation, but am unable to find any field within my Zap to collect product information from Stripe. I do not see an ability to choose product name, SKU, or product description as a field from Stripe. Am I missing something?  Thanks!

7
christina.d
Community Manager
3 months ago
S
ScottPrestonNew
asked in How Do I

Trigger for all Gmail emails

Hi guys,  I would like to track all of my email (and eventually phone) activity in Notion using Zapier. Can someone please tell me how to create a trigger for anytime I send or receive an email in Gmail? Sorry for the basic question.  Thanks!Scott

2
robschmidt
4 months ago
F
FerranCapoNew
asked in How Do I

Why aren't my Instagram-Twitter & Instagram-Tumblr Zaps running automatically on my free account?

I have a couple of simple Zaps created and “ON”, Instagram to Twitter and Instagram to Tumblr.They “work” if I run them manually, but did not run automatically when I posted my last IG post.What am I doing wrong?I'm on a free account.

2
F
3 months ago
A
AttilaBeginner
asked in How Do I

using Zapier to make Slack pick up @username

I have a Slack integration from a software which sends messages to Slack, however Slack doesn’t recognize the @username format in the messages. I’m trying to create a Slack to Slack Zap and somehow reformat the message so that Slack would pick up the @username. I played around with Formatter, but it does not work, the messages still go through as plain text without recognising the @username. Any idea how to go solve this?

4
A
4 months ago
P
paches86Beginner
asked in How Do I

ClickUp - QBO returns actual formula instead of value

I’m trying to push the Time Estimate value from ClickUp as a Time Entry on Quickbooks online.Zapier retrieves it in miliseconds so i customized a formula that returns the valie in the HH:MM format QB requieres. However, Zapier retrieves the formula, not the value.Any idea how I can capture that value?

4
P
9 months ago
G
GeorgFs561New
posted in How Do I

Connect Perfex CRM notifications with one signal

Hello, I have follow all steps about to connect perfex crm notifications with one signal. I follow instrauctions from one signal and i use zap extention for that. This model works but sent notofocations to all subscribers users.The problem now is to send notofactions to separate users for every action. Can you help please? On one signal says to use external id but in my database i dont have external ids. Im not sure how can i do to working.Thank you. 

0
G
5 months ago
E
erussoBeginner
asked in How Do I

Split values in transform and still comes up as one field

I have a string of text separated with commas and I’m trying to break it out into three different fields. I always want to use the first result when broken out. When I use the Split feature, it is still showing up as one output in the next step. 

2
E
9 months ago
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