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I'm looking for a way to achieve the following:Every time a user enters their email address in a Google Form, it is recorded in a Google Sheet.I need that email address to automatically be given permission to view a folder on my Google Drive. I don't want the folder to be public.How can I do that?
Hey guys I hope everyone is well I’m trying to build a workflow automation in pipedrive via zapier so that when I update a deal stage, an activity is created so that I remember to do itThe automation I have built in zapier does lead to the task being created when the person is moved in pipedrive but what it doesn’t do is show the contact that the task has been created for and just appears generically so you wouldn’t know who you need to do that activity for. The task in this case is send out fee agreement link and as you’ll see below, it’s not assigned to any contact and just appears standalone Any ideas on how you can do the same automation but so it’s assigned to the deal/contact you’ve moved in the deal stage? Thanks in advance everyone Chris K
How to create a Zap that extracts data from Google Sheets and uses browse.ai to scrape the data weekly?
Hello,we want to Extract Data with browse.ai from our website. We have a list of Product Names with corresponding Search URLs and want to check weekly if the products are Online and what the current price is.The Zap should look something like this:Trigger: Every Monday at 8 amAction: Get URLs from Google SpreadsheetAction: Get those URLs to browse.ai and scrape the dataWhat we have Working and what is still needed:We have the Task in Browse.ai set up and working. Insert the URL and it returns the Info we need to the Spreadsheet. Basically we just need to get the URLs from the Spreadsheet and insert them as the Origin URL in Browse.ai each Week. Problems we run into:The Spreadsheet is only updated once a month(Products in the campaign change once per month). So the spreadsheet is more or less static and it’s roughly 100 rows.We cannot do it over the Browse.ai Monitor since there would be 100 URLs we would have to change manually each month.Right now we have one zap set up: the Task runs
Hello!I am facing an issue while attempting to establish a connection between Zcal and Stripe. I am aware that it's possible to utilize the integration provided by Zcal to accept payments. However, my concern is that the value is not being expressed in my currency, and Zcal adds a fee to process payments. Therefore, I am seeking a method to automate the process: when a user successfully creates a new event on the calendar, they should be directed to the Stripe checkout page, with a conditional path in place.If the user completes the payment successfully, the event should proceed as planned. If the payment is not successful, the event created on the calendar should be canceled.Do you have any ideas on how I can create an automation to achieve this, please?
Hi Everyone, First off sorry if my lack of knowledge in this area is lacking but I am struggling a bit. I am trying to pull data from a website lead form and unfortunately, the website provider only provides basic fields, like First Name, Last Name, Email Address and Phone Number. My custom lead form contains several other fields and those are being populated into a Notes section.See attached Notes.PDFI’ve tried everything from using the formatter twice, once to change the (|) pipe to a comma and then using the formatter outputting the data to CSV format, but that doesn’t work correctly unless I use Text File (No CSV Parsing).Basically I need to be able to get this data into a format where I can then map fields and send the data to Followupboss. The website developer is aware of the problem, but I need to get this working otherwise any data has to be manually entered.I hope someone can help me understand what the issue is. Thanks for your assistance,Robert
Hello, I currently have a Zap that automatically closes a board after a trigger. But I was wondering if there’s any workaround for reopening it since it’s not in the list of Actions? If there isn’t, is there a possibility for it to be added in the future?
HiI have a zap where a user will select multiple characteristics in a form (greater than 3) of a tutor they would like to connect with e.g. subject, experience years, specialityI have made a table of names in google sheets each with the different characteristics. I would like to look through the sheet and based on atleast 3 different charactersitics (subject, experience years, speciality) select one of the people from the list as there could be hundreds. If there is not a perfect match should return a name that meets atleast two of the three.In zapier I can only lookup based on one value and then add an additional condition which further restricts the search. How can I solve this for my use case to lookup based on multiple different criteria and also return the closest match?
Hi, I want to add a user to a Microsoft Azure AD Security Group based on who the user logging the ticket is,how do I grab the user’s Microsoft identity (e-mail address) from a Freshservice ticket the user has logged? Freshservice fields are “requested_for_ ID” which is a number rather than an email address.
Hello,I have a zap setup to create new user in Zendesk after an order from Woocoomerce is created. some of the fields entered to Zendesk as a result include order number. Is there a way to add new order number into the notes field on Zendesk when the same customer creates another order without having to create new user in Zendesk?
Hi,I’m creating a Zap that can create Scoro Quotes from HubSpot Deals. I’ve got the creation of the quote working but I also want to add multiple Scoro Quote Lines from the the HubSpot Deal Line Items. In the “Create or Update Quote” event there is the section that refers to the “lines”...…but if I have multiple lines, how do I add them?I have a step that retrieves the RecordID of the HubSpot Line Items associated with the HubSpot Deal. I can’t see how to loop over those Line Items in order to update the Scoro Quote with a Quote line for each Line Item?Any help in this direction would be appreciated.
I’m trying to use the Google Sheets - Update Spreadsheet Row(s) action - from a previous action I have the Row Numbers that I want to update, but I want to have the same information filled into those rows, and that information isn’t in line item format. So I have single values here: But multiple values here: So only the first row is getting data. Is there a way to repeat the same data for all rows, without them being line items? Alternatively, is there a way using Formatter-Utilities or another tool to make these single values into line items? Thanks!
Is it possible to update default “update time”? I have a trigger for a new emails found in Gmail. It has a default update time for my price plan 15 minutes (basically Zapier checks every 15 minutes for any new emails). I would like to change this to 60 minutes instead. I am aware about delay function, but non of the settings work for my use-case. I just want Zapier to check my emails every hour, rather than every 15 minutes. For obvious reasons I do understand that shrinking this down to 2 min would obviously require plan upgarde, but surely this should be possible to extend this time in my case.
Hello! I have a zap that triggers from a Google Forms response and creates two Google docs from separate templates. Now I want to create another zap that sends both of these created docs with a single email as attachments. How to do it?When I create a new zap with a trigger “New file in folder” then the action step for Gmail only lets me choose attachments from that folder I chose in the trigger. But the other document is in another folder. When both of the documents from separate templates are created in the same folder then the second zap triggers twice. But I need it to trigger only once and send both of the documents in a single email as an attachment.Anyone can help?Thanks in advance!
We’re looking to have our contributors enter information into text boxes in a Google Slides presentation and have the data in those text boxes automatically populate a Google Sheet. Is there a zap that makes this possible?
This is a repost from a previous post: does anyone know how to insert signature ? to make the email look more personal Hello together,I have been trying to add my HTML signature to Zapier for a while now. I send automated emails with Zapier and want them to look as personal as possible. So I really want to add my HMTL signature. Can anyone tell me how to do this? I have already tried all the possibilities I could think of. Thank you. :)
How do I crawl events from different sites and post them on to my Events Calendar on Wordpress? Or how would I take new events from eventbrite based on search criteria and post if I’m not the organizer of the event?
How can I automate adding new users to a Google Sheet, sending them a product key, and updating the database?
Hi folks, brand new to Zapier but I can’t wait to see it work its magic! I have the following situation I’m hoping to automate:- I have a spreadsheet for new users that is auto-filled by a Google Form (first name, last name, etc). When a user’s details appear as a new row, there is a blank column for product key.- In another worksheet (inside the same Google Sheet), there is a list of product keys- When we add a user to the database, we cut a product key from that worksheet and paste it into the main worksheet in the product key column- We then compose an email to the user with their first/last name, the product key, and redemption instructions. - Finally we add their user account details to our database with an SQL insert query. What I’d like to do here is automate the above workflow (if possible) as follows:New row appears in spreadsheet → Cut the last product key in the column from the product keys worksheet → Paste that key into the correct column in the main worksheet → Compose a
Hello everyone! I work for an workshop venue, where we have many different ~5-day workshops during the year. Currently, a workshop organiser is sent a doc when they are approved that has a summary of their workshop and links to various documents in it. This includes a link where participants can sign up for shuttle times. These are currently in google sheets (bleh). I can use Zapier to automate the creation of all of the event-related documents that I need (great), and next I would like to find a way that this can be presented more cleanly and professionally than in google sheets. I have two needs:A way to automatically create a webpage based on a template, where I can then fill in links and other information as needed. A way for a shuttlebus signup form to be embedded in that page At first I thought I may be able to use Notion, but it doesn’t look like there is much integration between Notion and Zapier. Same for Google Sites… Any thoughts as to what products I could use to make thi
Hi there, I need to regularly manage my inventory levels of over 1400 products in shopify. My supplier sends me daily updates in a spreadsheet/csv format and I am hoping to use the data in this format to update my inventory levels in Shopify. I can see there are functions to support this, but it appears there are a few issues with the way I am currently setting up the zap. I know I can probably use an API call or webhook to accomplish this, but I am not there yet so I was hoping Zapier could help in the meantime. I want Zapier to be able to match the sku with the appropriate item in Shopify and update the inventory to the integer given in the spreadsheet. The zap I am using appears to have an action that can be triggered to update inventory on a single product at a time, but not multiple products. I’ve seen a few other similar posts in the questions forum about this, but was not able to find any good answers so I’m hoping someone will have some good advice for me here. Thanks
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