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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.

  • 12,174 Topics
  • 42,418 Replies

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12174 Topics

A
Anonymous
asked in How Do I

Zap missed facebook form leads

I’m catching facebook leads from ad forms and posting it to our CRMs. The issue came in just this week. It was working flawlessly before. And the issue effected all our zaps doing the same job.  Zaps didn’t catch all the leads. It missed or skipped through them. After looking at tasks i came to know those leads were never caught by zapier.  I need to know how to fix it? How to prevent it? And i need a solid reason on why this happened. These leads cost a lot of money and we don’t want to lose them. I am attaching a loom video for reference. https://www.loom.com/share/ce2501763d3245fa858432e4935d6352 

2
steph.n
2 years ago
T
TanyaJEMMEDNew
asked in How Do I

JobAdder Mailchimp link

I am working with JobAdder (recruitment platform). I would like to set up a Zap so that an email is sent (through Mailchimp) to a candidate on: their start date start date + 2 weeks start date + 6 weeks start date + 12 weeks start date + 20 weeks I can only seem to delay the email based on a New/Changed Candidate Status.  Is it possible to base it off the “Start Date” in Placement information? Thanks

2
steph.n
2 years ago
P
PaolonBeginner
posted in How Do I

Issue using Google Assistant on iPhone

i have tried the slack integration an an iphone google assistant. just used your integration, dos not work. namely the phone does not trigger the zap. what to do?   I tried to integrate with the app zoom.ai but we do not even start the communication, has someone developed this integration? to me it is only two apps flow , seemed simple but it dos not even start.  is there a specific youtube video demo about using google assistant on iphone?

7
steph.n
2 years ago
C
CarlosNew
asked in How Do I

Facebook leads to active campaign

Hello,   My trigger from Facebook ad lead to Active campaign is pulling the data fine, but have custom fields in the form and created in my CRM and  they do not show up, is there a fix to this? 

2
steph.n
2 years ago
C
ChiraagBeginner
asked in How Do I

Asana + DevOps integration

Hi I'm trying use Zapier to create a new userstory in Azure DevOps when a new task is created in Asana.  I have managed to set rule up but my issue is the name of the task in Asana doesn't not transfer to the Devop Userstory.  I'm not sure which title option to choose in the set up to get it working  I have tried a couple with no success 

4
steph.n
2 years ago
J
JakeatGrantMeBuilder
asked in How Do I

Updating a Hubspot Contact without Clearing Previous Properties

I am attempting to add a value to a multi-select contact property type without clearing the previous data. Does anyone have any tricks for this? The multi-select value options are dates formatted like, “May 20, 2020”    So I want to be able to add another date without removing the other values that are selected for already.

9
nicksimard
Community Manager
2 years ago
T
TuraifiNew
asked in How Do I

Cannot connect my app with Instagram sub-account

Hi all. I tried many times to add an Instagram sub-account but I couldn’t . Can any one help me please.

2
nicksimard
Community Manager
2 years ago
T
TowPigletBeginner
asked in How Do I

downloading a csv doc from an email link and sending the attachment to airtable

Everyday I get an email with a link to a report of how much my trucking company spent on fuel. I download that CSV doc to my computer and then drag and drop it into a CSV block in Airtable and all the transactions get added. How can I automate the downloading the document and adding it to Airtable?

3
adamsmartschan
2 years ago
V
vardhman89Beginner
asked in How Do I

Google form to Google Drive Folder Issue

I am facing an issue with my existing Zap.    Problem background: I have created a google form that asks the users to upload pictures. I want to create unique folders on my google drive for every form response that I receive and that pictures will be stored in that folder with the name of the user.  Getting the error in Google drive: File empty (required)  

5
nicksimard
Community Manager
2 years ago
V
VitVBeginner
asked in How Do I

Need to make txt file from some data and send it to e-mail or cloud drive

Hello.   Is it possible to make txt file and send it to my e-mail or cloud drive? Please help. I can not find how to do this.

4
V
2 years ago
C
Coach MikeBeginner
asked in How Do I

Extract pattern with Regex help

I’m trying to extract a pattern using REGEX and it works just fine in regex101 and in Integromat.   But in Zapier it doesn’t return the value. Is there some formatting error I’m running into? Here is the regex code:  ^\s*(?<name>.+)\scompleted here is the regex101 link to see the text I’m extracting from.  https://regex101.com/r/XfR6Jx/1   any help is appreciated. Thanks community!

3
ikbelkirasan
2 years ago
S
spinosNew
asked in How Do I

Zap not pulling information from my google form to my pipedrive Why?

I noticed that while creating my ZAP,  on the trigger page, zap is connected to my google form and i see all the columns of my form. In the action page, I put all corresponding google form fields into  my pipedrive fields and the Zapier says “missing title”  Not only that, i tried putting a normal text, which is my name, the zap now worked. But when i fill the google form, Zapier never pulls any infomation from my google form. What to do next?

2
steph.n
2 years ago
A
alextapperBeginner
asked in How Do I

Trigger when new user joins Slack shared channel?

I’m trying to use the New User in Slack trigger to alert me when new users from other teams join a shared channel. I’ve set up the Zap, but I’m unclear if this will actually trigger when a new user joins a Shared Channel instead of a regular channel. Can anyone clarify this for me? 

3
steph.n
2 years ago
N
Nicole_AWANew
asked in How Do I

Ninja Forms to Zoom Webinar Registration

I have previously set up a ZAP to send information submitted through a Ninja Form to create a registrant on a Zoom webinar. However, I have tried to replicate this now for a new webinar and the ZAP doesn’t seem to be working.  There are no error messages on the ZAP and everything is set up ok. Ninja Forms is also recognising the form submission, however it’s not feeding through to the Zoom webinar registrant list.  Is anyone able to troubleshoot this for me?

2
steph.n
2 years ago
N
nicoNew
asked in How Do I

Uploading three columns from google sheets to gotowebinar registration

Help! I have a google sheet with three columns, “First Name”, “Last Name”, “Email” which i would like “teleported” to a gotowebinar happening tomorrow.    I’ve wasted 4 hours trying to complete this but am constantly stuck on  The registrant could not be sent to GoToWebinar. Required field "First Name" (firstName) is missing. Required field "Last Name" (lastName) is missing. Required field "Email" (email) is missing.   I simply cannot figure out what I may be doing wrong and whatever I’ve read so far is not helping either.   Can someone take pity on me and land me a hand to complete this zap. Please?   Thank you so much!   nico

2
steph.n
2 years ago
L
llmunroNew
asked in How Do I

Squarespace form to Gmail to Google Contacts to Add Attendees to Google Calendar Events//can't figure out the calendar step

Hello!   I am trying to create a Zap that goes like this: a person fills out a form on my Squarespace site to register for an event. The form submission triggers a welcome email from me via Gmail (I have this part working), adds the information from the form as a contact in Google contact (this works, though ideally, I’d like to also assign a label automatically but don’t know how to do that if it’s possible), and finally, use the information in the form to add the attendee to an event I have created on a public calendar on my Google calendar. (Too many steps, maybe?) I have most of it working, but am running into problems with the last calendar step. I mostly see how to do it, but when I get to the Choose Value of the Event, I don’t see the event listed. These events are monthly (the next one scheduled in a few weeks) and I want the option to add attendees to the next scheduled event. So, ideally, this zap will add attendees to the May session of this event, but the list of events I c

2
jesse
Community Manager
2 years ago
T
TruLeadBeginner
asked in How Do I

does zapier provide phone support.

i need a phone support, i’m trying to build a trigger app using cli, that when the data is inserted to my database, i want to send that data to zapier using my trigger app.(without webhook). Thank you.

4
steph.n
2 years ago
A
alavery2Beginner
asked in How Do I

Staging zapped content on Webflow

How do people go about QA’ing zapped content on a staging site before publishing it to your live site (via Webflow)? Before connecting a number of zaps to my Webflow CMS, I could preview new code & content on my example.webflow.io site before pushing to my custom URL. Now with Zapier set up, if I push anything to example.webflow.io without doing the same to my customer URL, I get the following error: “To directly publish CMS items, your staging and public-facing Collections must be consistent, so be sure to publish to all domains.”   Is there a solution to this? The best alternatives I can think of are either: (a) only being able to preview new content/code in the Webflow editor/designer (not ideal when looping in others to do QA) (b) have zaps save everything as a draft, then go to webflow and convert those drafts to be published, and then publish only the staging site to do QA before then publishing to custom URL   Neither seems like a great option...

3
A
2 years ago
R
Royston MarshallNew
asked in How Do I

Monday.com API issue

I am trying to connect a free monday.com account (which I was able to do up to now) with a zap, but I am getting an authentication error when using the API token suppied by Monday.com. Does anyone know if anything has changed recently?

2
steph.n
2 years ago
D
Dmytro PNew
asked in How Do I

Manychat: find a user and modify his custom field

Dear Zapiers,  I’m new to Zapier, still look through community and didn’t find the answer for the following issue. The task. First APP - Manychat: 1. In Manychat I have a list of user, who have custom FIELD A - “user_email” with emails entered there; 2. All these users have custom FIELD B - “order number” which is not filled yet. Second app: Fondy (payment service, where I have merchant account and manage customer orders). 1. When customer pays, he put his email in into a customer FIELD C: “sender_email”. 2. When payment is done it order id is set to it. What I want is when someone makes payment, Zappier found a User in Manychat by comparing FIELD A and FIELD C and modify FIELD B of this user with ORDER ID. I successfully created a Zap, where triggers is tested and working (via Webhook). This Zap, can find a user by custom field. What should I do, to modify custom field value? Sincerely yours, Dmytro   This post has been edited by a moderator to remove personal or private information.

2
nicksimard
Community Manager
2 years ago
C
crelisBeginner
asked in How Do I

Trello zaps

Hi I am trying to set the following zap with Trello - its a Trello to Trello zap with several paths When a card is moved to a list on one board (Board A) Find a card on another board  (Board  B based on the field in Board A Create a new card in Board C with data from both the Moved Card and the found Card I have 2 issues: 1- What item do I select so the Checklist (with all the items) from Board B will be added to the new card 2- The custom field on board C are being modified by the new card - any way to avoid that?   I hope this make sense Thanks  

10
steph.n
2 years ago
O
OfoyBeginner
asked in How Do I

Excel Adding Columns or Rows

I’m sure a simple solution, but everytime add a column in my excel worksheet where the zap is putting data, and then hit refresh in the customize row, the new column shows up, but bumps all the data down a row, so everything is off a row.  So I have to go in and move each one down a row.  Is there a way around this, if i wanted to add a column, or even switch the order of columns in excel without completely messing up the zap?

2
jesse
Community Manager
2 years ago
T
TRLmixNew
asked in How Do I

Custom API

Hi,   Is it possible to integrate Zapier to our own custom API/app that connects to our system? 

3
jesse
Community Manager
2 years ago
B
BazdoctorBeginner
asked in How Do I

Calendly to Slack

Hi all    We’re using a  Calendly booking system to ensure our office doesn’t go over the allowed 32 spots.    The idea is for people to book in a spot whenever they want but once a day at 9:00am the bot posts the event which contains the number of spots filled along with the names of the people who have booked in.    My thinking is calendly- append data - release to slack at 9:00am each weekday     problem is how do I ensure it’s just grabbing data for that day?    thanks      

2
Danvers
Community Manager
2 years ago
amarunda
amarundaBeginner
asked in How Do I

Repeated firing of Close.com tiggers

I have 3 zaps being triggered by Close.com New Note, New Call and New Email triggers. These workflows were running successfully. However, a few days ago they started to repeatedly fire(as if looping), obviously resulting in repeated posts in the target service data. This repeat firing occurs until the zap is turned off. There are no errors reported in Task history. Has anyone experience something similar? Your assistance to resolve this issue is greatly appreciated.

5
amarunda
2 years ago
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