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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.

  • 14,474 Topics
  • 50,024 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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14474 Topics

C
concierge247New
asked in How Do I

New Registrant Zoom > Update AWeber Subscriber with a Tag

Hello,I’m trying to set up my Zap to do the following:> New Zoom Registrant> Update AWeber Subscriber> Add a tagI keep receiving the following error message: 

1
Troy Tessalone
2 years ago
M
MindTronicsNew
asked in How Do I

Triggering Spotify via Google Assistant

I am trying to get Spotify to be triggered by Google assistant to play music from around the world and then get zappier to translate it if it's not English or to continue playing if it already is English but it keeps saying can not unpause while searching

1
Troy Tessalone
2 years ago
H
Henrik33New
asked in How Do I

Setting up Integration with OAuth on different account

I need to set up an account (an integration with Harvest) in Zapier on a 2nd account that I have in Harvest.However - Zapier connects me thru OAuth automatically and sets my email & password and I have no option of chosing my 2nd Harvest account that uses a different email.Possible?

1
Troy Tessalone
2 years ago
W
wayraGBeginner
asked in How Do I

Pipedrive Activity to Asana Task

Hi all,have a topic that I’d love to automate with Zapier but am stuck and can’t figure out if it’s possible.Goal: If an activity in Pipedrive is created, I want an Asana task to be created.I know that there is a Zap for this exact problem, but it doesn’t let me specify which pipeline and what kind of deal. Not being able to specify anything, makes this not very useful to me, as it would create tasks that are irrelevant to my team.Maybe I have to put a step before where I can filter in pipedrive? Thanks a lot for any suggestions!!

2
W
2 years ago
A
AbuHBeginner
asked in How Do I

Xero contacts update/create from google sheets

I have a connection that saves new contacts to google sheets, what I am trying to achieve is when i update a contact in the google sheets, i want that contact to be updated in xero too, I think it needs a customer id for it to search in xero, i don't see a lookup option when creating the zap  

6
A
2 years ago
A
ASTBeginner
asked in How Do I

Zap gets email error but there's nothing in the Task History

I have a couple of Zaps that simply monitor for an RSS feed and repost its entries elsewhere.From time to time the Zaps email that there was an error, for example:We ran into a problem with one of your Zaps … Error Message:    RSS: The app returned "500 - Internal Server Error".When I look into the Task History there are only Success status runs of the Zaps.Ideally I’d like to see the error and the raw response from the RSS server. I expect that in the Task History.  How can I get that stuff in the history or somewhere else?

6
A
2 years ago
D
degalboBeginner
posted in How Do I

Hiring developer to connect my woocommerce + discord server to give roles when product is purchased

Hey, I’m currently trying to create a zap that has the zapier bot that will allow a customer access to our chosen discord and given a specific role after their woocommerce order is completed.  I’m having trouble in various stages of this.  The first step is creating a subscription in woocommerce which I’ve done correctly. The next step is adding this customer to our discord server, not sure if I’ve done this correctly but the bot is in our server.  The final step is to give the customer a specific role in our discord server, however I can’t even find the “discord” option that I created with my checkout form on the website. All I can find our the labels such as “billing name, billing email, etc” nothing about the discord field I personally created and is on the checkout form like everything else. I’m not opposed to hiring someone to help me as I’ve paid I think $60 for zapier to be able to do this automated task and I just want to have this completed as I’m manually adding 20+ peop

5
steph.n
2 years ago
A
ArchieBeginner
asked in How Do I

Vonage business delete recording after uploading

 Here is what I want to achieve and was wondering if anyone might have tried this before or might have ideas.Upload a recording from Vonage business to Dropbox     2. Delete the recording uploaded in step#1 from Vonage business, that way it helps to free up space in Vonage business I was able to create #1 with the trigger of “new call recording available” in Vonage business.How do I do #2 and have it done in a way that it deletes the same recording after successful completion. (or after successful upload to dropbox) TIA !!  

6
A
2 years ago
R
ralphsomedayBeginner
asked in How Do I

How can I connect to our Zoho CRM sandbox

Hi we got an account created in Zoho CRM sandbox, how can i use this environment instead of the Zoho CRM production one (https://crm.zoho.eu) in the Zoho CRM connector in Zapier?

2
nicksimard
2 years ago
T
tdeanocBeginner
asked in How Do I

Unable to get Order Number from Square

I’m creating a zap to populate orders placed in my Square site on a google sheet but there isn’t an option to pull in the Order Number that is shown on the checkout page and sent to the customer via email. I see lots of “ID” options but is there an option to pull in that order number so I can quickly lookup  order details when a customer reaches out? 

4
nicksimard
2 years ago
C
charlestheisenBeginner
asked in How Do I

Accessing Chatmatic account

Is there anyone who can help set up zapier for chatmatic? 

5
nicksimard
2 years ago
V
VernellNew
asked in How Do I

API Secret invalid Convertkit

I’m having the same issue when trying to use convertkit with zapier. I put in the API Secret and tested before turning on the zap. The test was successful. When I turn on the zap I then receive the error message invalid API secret reauthorize. I’ve recreated it several times ensuring their are not any spaces and thetest is successful. Please help! I would like to have my first zap up and running soon!Thanks,Vernell 

3
nicksimard
2 years ago
C
chinbatisBeginner
asked in How Do I

Google Contacts - Must specify a non-metadata contact field on the person.

Hello guys, I’m almost done developing my app integration, I have encountered this error during testing my contacts trigger that creates new contact on google contacts. I have mapped few extra fields to custom fields of google action, especially contactId field which i intent to use for search and update action for further case. I tried deleting this contactId but had no success, error persists.Message is : Must specify a non-metadata contact field on the person. 

2
nicksimard
2 years ago
S
sgoldma7Beginner
asked in How Do I

Prospect Replies from Pardot to Outlook: Automate or forward replies?

Hi there - I’m looking to create a Zap / flow around automating the prospect inquiries and replies we receive on our “hello@” email handle. When they fill out a form in our CRM (we use Pardot & Salesforce), they sometimes reply to our automated form send their questions to our “hello@.” We are manually sifting through these and forwarding over to their rightful account owner, but I know there’s GOT to be something a guru has figured out - I haven’t been able to clearly distinguish what’s possible. We do not want to leave this just in the account owner’s hands, and am trying to figure out the Zap between Outlook and either Pardot or Salesforce to:Trigger = new email in Outlook that was sent to “hello@” inboxAction = Find prospect (in either Pardot or Salesforce) by email and pull in the account ownerAction = Send email to account owner so they can reply Does this make sense? I have sifted through various resources and forums that have mentioned automations like this, but haven’t bee

3
nicksimard
2 years ago
F
foreUP MarketingBeginner
asked in How Do I

Hubspot: Can contact zaps that create or update contacts be limited to a specific type of customer?

With our Hubspot database, we have many types of customers that we are uploading to Hubspot.  We would like to limit the customers in our Hubspot to be decision-makers or upper management. Is there any way that Zapier can read further into a customer create/update? Can it limit the customers it creates/updates to managers and admins if specified? 

4
nicksimard
2 years ago
T
TSOABeginner
asked in How Do I

Shopify Order to Smart Sheet

How can I zap multiple line items from a Shopify Order to Smart Sheet? Currently it is only zapping one row to Smart Sheet, I need it it to zap all line items in the order to multiple rows in Smart Sheet.

4
nicksimard
2 years ago
P
PSalwinBeginner
asked in How Do I

Send reminder email as deadline approaches

I have a zap set up to send an email when an event on Google calendar is 5 days away. I would like to repeat the email when the event is X days away as well. How do I set this up to happen in one zap with multiple tasks?

3
nicksimard
2 years ago
H
HGWBeginner
asked in How Do I

Move / Rename Google FOLDERS?

I know you can create a new google folder, but can you automatically MOVE it or RENAME it, once it’s been created?For example, say you have created a  folder "ACME CORP" in a parent folder called "Clients", which got automatically created when they became a client. But say they stop being a client and you want to create a trigger (ie, an offboarding form) that moves the folder “ACME CLIENT” from the folder “Clients” to another folder called "Ex clients". Or if you can't move the client folder into another folder, could you rename it? For example, create a trigger to rename the folder "ACME CORP" to something like "old-ACME CORP"?I've been googling and I can't find anything for either moving or renaming folders that already exist. (I only see it for moving or renaming files, but what about FOLDERS)?Maybe it's not possible yet?…Thanks to anybody who can help!  

3
J
2 years ago
H
Henrik33New
asked in How Do I

Harvest won't pull in other team members time entries to Google sheets

Seems like the pull is only beeing done on time entries that I have in Harvest, not my team memebers?Yes, we are under the same harvest-domain.

1
Troy Tessalone
2 years ago
H
HalimBeginner
asked in How Do I

How to Check if Webhook Input (example '21.Januar.2021') Date is not a Weekand Day

Hey maybe someone knows... my input of Webhook is for example ‘21.Januar.2021’ and i want to check if this day is not Saturday or Sunday...How can i do this? 

24
Troy Tessalone
2 years ago
C
CNS85New
asked in How Do I

Creating Events in Facebook Groups

Hello,I’m a local officer in an organization, and we’re looking to expand the way we communicate/share/advertise our events to our members. In an effort to streamline and simplify, I’m thinking it makes sense to have a central repository of our events (either in Google Sheets or Google Calendar), and then from there send it to each communication channel. Zapier is an obvious choice to consider for automated the distribution of the information, however I’ve run into an early problem.On of the main goals of our committee is to have a Facebook event for each of our events. We use a private group for our members, and it’s important that the events stay private to our population (among other reasons, some events are at members’ homes, and therefore their address is shared). The number of events can be anywhere from 30-60 a month, so manually created each event in Facebook is not really viable.I cannot seem to find a way to automate creating events in a Facebook group from either Google Shee

1
Troy Tessalone
2 years ago
J
Jonathan DaviesNew
asked in How Do I

Accessing a multidimensional array

HiI am relatively new to Zapier. We have a data source in our first step that includes what looks like a multidimensional array data structure called ‘properties’ All fine so far.However when we try extract this data for inclusion in a CRM database in step 3, this properties variable is combined into a comma separated string (see below) and we are unable to split the values open to use in different fields.  Is this possible at all? Any help would be very much appreciated. ThanksJonathan This post has been modified by a moderator to remove sensitive information. Please remember to obfuscate any personally identifiable information as this is a public forum. 

1
GetUWired
2 years ago
E
eageryoungspacecadetBeginner
asked in How Do I

How can I send my leads from Facebook to Salesforce using Zapier?

I simply want the leads generated in Facebook either via Messenger or Lead Form to flow into Salesforce. How can I do this using Zapier?

3
AndrewJDavison_Luhhu
2 years ago
C
chopeliteukNew
asked in How Do I

Post photos from Discord to Twitter

I wish to tweet all the photos sent to a discord channel, and then add the users that posted the photo in discord channels names onto the tweet, so for example my name is Will; if i send a photo to the discord channel, it will automatically post this and the text will read “Will” similarly if my other friends were to post it would read their names, can someone help me set this up please, thanks

1
AndrewJDavison_Luhhu
2 years ago
G
gazoo
posted in How Do I

If the trigger is the same for 2 Zaps, can I combine them into one Zap?

Hi,I’m new to Zapier and social media marketing in general.I’m running a FB Ad (lead gen) and created a zap to my gmail with the instant form.I’ve then created a zap from that same FB ad to a mailchimp tag.Should I have created two separate Zaps or should i have added both gmaill and mailchimp to the same Zap? Is one of these ways getting me caught in a loop?Any way for me to check and see if the complete flow works the way it’s intended?thank you for you help, in advance

1
Ennes
2 years ago

Hi there!

My name is Lisa Orr and I’m a product manager at Zapier. We recently launched App Extensions a new tool that lets you build a custom action in the Editor.

We’re looking for users to join the App Extensions beta program, so if you want to learn more about building custom actions that fit exactly what you need, let’s chat.

Schedule time with me

I want to hear from you!

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