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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.

  • 15,355 Topics
  • 52,952 Replies

5 Common Mistakes to Avoid when Using Zapier

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Video

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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15355 Topics

R
RicoBeginner
asked in How Do I

Does Outlook integration work with IONOS email?

Hi,I’m new to Zapier and I’m trying to see if this integrates with my Outlook Client.  I’m trying to link my Paymo with my Outlook client to manage the Calendar and tasking. Thanks,Rico 

5
SamB
Community Manager
2 years ago
P
palo-itBeginner
asked in How Do I

Missing users from “On Behalf of” field when creating new Greenhouse prospects

Hello everybody, We are trying to integrate Greenhouse and Hubspot and more precisely the creation of new Prospect in Greenhouse after submitting a Form on Hubspot.Everything goes well with the Zap creation until the “Create Prospect in Greenhouse” and “Set up action” (under “Choose Account”). At that moment we have to fill the “On Behalf Of” field. When we click on that list, there is a set of available users to choose from. The question is, how this list is populated ? Why for example I can find Alice (Alice is a Site Admin on Greenhouse) there but not Bob (Bob is a Site Admin on Greenhouse, too) ? Thanks, Anton 

3
SamB
Community Manager
2 years ago
D
DuckyMKBeginner
asked in How Do I

Import email and attachment from Microsoft Outlook into ConnectWise Manage

The ‘Capture to ConnectWise Manage’ Outlook Add-in leaves a lot to be desired.  The email format, attachments, and email contents are nearly impossible to import into CW Manage without a ton of manual steps.  Since the programers at ConnectWise have no intent on updating this Add-in, I am left with trying to find a solution on my own. Does anyone have any suggestions or possibly a successful process to capture these critical emails (and their entire contents) that they are willing to share?  I tried reaching out to CW Support… and saying that it was over an hour of my life that I will never get back is a gross understatement!  One would think that this functionality would be built into the core of the product… but there I go thinking again!!! Thank you in advance for your suggestions & comments!

5
D
2 years ago
M
mikemack323New
asked in How Do I

Wix Forms automation with Constant Contact

Looking to integrate my “Wix Form Builder” with Constant Contact. Basically, once someone fills out a form, I am wanting it to populate in Constant Contact. Is this possible? How would I do it? I see Wix Automation, and Wix Answers as options in Zapier, but those don’t look like the right Zaps?

1
Troy Tessalone
2 years ago
F
firstlinekinBeginner
asked in How Do I

Connecting Stripe to Quickbooks

Anyone here able to help me double check my Zapier workflow connecting Stripe to Quickbooks? Much appreciated!

3
F
2 years ago
P
PascualBeginner
asked in How Do I

Managing different Zapier client accounts from a single account

Hi, I would like to know if there is any way to manage different accounts of my clients from with just one user and password?Thanks, Pascual

7
P
2 years ago
L
LinaBruceBeginner
asked in How Do I

FB Lead Ads to Intercom - "City" tag is not coming across

Hi all, I am running a FB lead ads campaign, and have connected FB to Intercom. We want that all the leads will be added to intercom with two tags: “FB-lead" as well as specify which city the person lives in. To know the city, I have added a question in the form, asking which of 3 cities the person lives in, along with email and name. I have set up a zap that will:Create a new user in intercom when a new lead is added Tag that user with “FB-lead” Custom tag “FB 1. City” However, when the leads are being added to intercom, the custom tag specifying the city doesnt seem to work. The tag itself is being added but it doesnt contain which of the three cities the lead have chosen in the FB form.  Anybody who have input on this, or how to solve it? Maybe there is another way to add a city-tag to the user? 

11
Troy Tessalone
2 years ago
A
Anonymous
asked in How Do I

Update custom field on QuickBooks invoices

I have a custom field I have created in each Quickbooks Online Invoice to record our actual shipping costs. I am extracting these costs from CSV files, but cannot figure out how to write this one value into this one field in an invoice.I have the values ready in formatter, and have got the correct invoice in the QBO Action. All I need is a way to “post” this value in the custom field.Has anyone done this?Thanks!

3
steph.n
2 years ago
L
LGT DigitalNew
asked in How Do I

Can you utilize the appointment setting question on a Facebook lead form to create a calendar event?

Is there a way to utilise the appointment setting question on a Facebook lead form have a zap set up that creates an event in a calendar of that time and date. We need it for people filling out a lead form for a client, and we want the appointment setting times to be directly resulting in a calendar event 

2
jesse
2 years ago
D
DchauBeginner
asked in How Do I

Booking Email --> Automate Employee Scheduling

Hi,I am currently looking to automate employee scheduling on the WhenIWork app based on the booking emails that we receive. Is this possible or is there some other automation tool available?

3
Troy Tessalone
2 years ago
A
Abid FilaliBeginner
asked in How Do I

New row in Google Sheets isn't triggering a meeting in Google Calendar

Hi Zapier Team!I set up everything to connect Google Spreadsheet to Google Calendar. The test is correct and showing the data in correctly to send to Google calendar. But it is not created the appointment in calendar.Could you help me with this issue?Thanks a lot! All the best,Abid Filali

3
Troy Tessalone
2 years ago
V
vjmirandaBeginner
asked in How Do I

Strava to Google Calendar - can't set event end time

Hello. I’m a runner and I’d like to use my google calendar as a log of my training of sorts. I’d like zapier to create events on my google calendar in sync with my runs. For example if today I went for a run of 21min13s starting at 11:00 am I’d like it to create an event starting at 11:00 am and ending at 11:21:13s. The start date works just fine with the date-time stamp it pulls from strava. The problem is the end date. I tried setting it to be the “startdate+elapsedtimeinseconds/minutes/hours’ but it just doesn’t work and sets a duration of 8,9,10 hours.

3
A
2 years ago
N
NimcitorNew
asked in How Do I

Can’t add mentions to messages in Discord

so when i need to add discord data like mentioning roles or certain people i find zapier schedule "every week" data there but the opposite for discord as there's no way to be found and its very important to add mention messege

3
jesse
1 year ago
N
NatanrezaeiBeginner
asked in How Do I

I MAde A Mistake On Chosing My Plan!!!

Hey Zapier People I Just Subscribed To A Strater Plan, And Did’nt Realized That My Needs Can Go Over 750 TAsk Per Month.After 24 Hours, I Used Around 300/750How Can I Buy More Task, Or Do I Need To Upgrade Once I Riched To A Safe Limit Like 700, So I Dont Lose The Automation With My Users.What’s Your Best Advice? ThanksNatan

2
N
2 years ago
K
karljamesBeginner
asked in How Do I

Podio Zap runs then deletes the phone number and email fields in the item

I have Zap, that upon changing a category field called “Create Google Doc” to “Yes” from any other option such as “Not Created”, it creates Google doc using fields in the item and a template stored on Google Drive.  It hen does an update step to insert the link to the Google Doc into a filed titled “Google Doc Link” and updates the “Create Google Doc” category field “Yes” to “Created”. However, when the update item step runs and does what I am asking it do do for the “Google Doc Link” and the “Create Google Doc” fields - it also erases all the phone number and e-mail type of fields.  The previously existing values on those filed type just disappear. I notice in the Zap update item step, the phone type and email type are pre-populated with their original value even though I am not updating the related Phone number Email - leaving in the Zap. Any help would be appreciated.

3
Troy Tessalone
2 years ago
I
iBenNew
asked in How Do I

Complete Tasks from Asana to Todoist

Hi, I’m trying to automate the completed tasks on Asana to Todoist,. I go through a 3-step Zap: Mark Task on Asana as Complete  Find Task on Todoist Mark Task on Todoist as Complete I’m a beginner on Zapier, and I think that I’m missing a parameter. Does anyone have an idea on how to build that? Thanks 

2
jesse
2 years ago
I
Ilan BBeginner
asked in How Do I

Searching for multiple values in Google Sheets

Hi,I have a zap where:Trigger: New moderation tag in InsidedAction: Lookup value in Google sheets to find which slack channel to send a message to. Action: Send Slack message to relevant channelThe zap works perfectly with 1 value. However, when I have multiple tags, the value comes out as “value 1, value 2”. As I only have columns for “Value 1” and “Value 2”, and not “value 1, value 2”, the lookup function cannot find the appropriate rows. Is there a way for me to do a Lookup and Contains as opposed to Exact Matches?Any thoughts?ThanksIlan

11
I
2 years ago
M
MERICNew
asked in How Do I

Wordpress user role

I am unable to select users by role. Default Wordpress users are administrator which is present but not editor or contributor. Unlitimatly I am trying to tag Wordpress users buy role in Mailchimp . 

1
steph.n
2 years ago
C
CjlmultiBeginner
asked in How Do I

Zap to get emails into Consumer Factor CRM

I am just curious, is there a way for me to have emails I receive from someone in my crm, to automatically load that email to my crm and notify me?

5
AndrewJDavison_Luhhu
2 years ago
M
Mason-RecursiveAdvertisingBeginner
asked in How Do I

How to Create Automation with Browser Automation (App has no API or way to builk upload leads)

Hey guys wondering if anyone has ideas about this problem I'm trying to solve.I'm an advertiser that generates leads for my clients.I have a couple of clients that want me to submit leads to them through their referral system... which currently has no API or built in way to automatically, or bulk upload lead data.(They say it's being worked on but that could mean months of years.)So I'm trying to find a way to set a trigger in Zapier that grabs new lead info from a google sheet and then uses some kind of browser automation to navigate to the login page, login, fill out the referral form with the data collected in the trigger, and then submit it.Anyone have any recommendations for tools that could accomplish this?Thanks!

4
M
2 years ago
M
MimiBeginner
asked in How Do I

Have Zap as a thread answer in Slack, not a new comment

Hello! In my public channels, my Zaps appear as new posts; I want them as an answer inside a thead, like this: Again, thanks a lot!

1
M
2 years ago
T
TonyWBeginner
asked in How Do I

Filter a field

I have created a zap between Google calendar and Gmail, to email upcoming guests for my podcast 48 hours before the recording, providing them with some information.The calendar entry is populated from Calendly. The issue I have is that I have the the fields/info I need but have one problem with the name of the guest. The only place their name is added to the calendar entry is in the Title, but Calendly also adds in the title is the guests name plus my name, so it reads for example:“John Smith and Tony Winyard” When I setup the email on gmail to be sent to them, and start it with “Hi”, it then adds:“Hi John Smith and Tony Winyard”which is weird from the guests' perspective, as they’ll be wondering why I’m emailing myself! is there any way of filtering out my name from that result, so that it only adds their name, and ideally just their first name?

2
T
2 years ago
R
ReGaNew
asked in How Do I

New reaction added in Slack - Public channel only?

I have the following setup:Trigger: New reaction added in Slack Action: Create Issue in Jira Action: Send canned message to threadBut what I’m finding is that it only works in Public channels, is this expected? Adding the trigger reaction to a Direct Messages and Private Channels does not trigger the zap. however when I go into the Zap in the Zapier Console and test the trigger, I’m able to reload and see the data for these messages in the DM/Private Channel.The Slack Account that is being used in the Zap is mine which has access to these DM/Private Channel (hence why it sees the data when testing, but it just does not trigger automaticlly).  Thanks in advance. 

1
Troy Tessalone
2 years ago
L
Linda GBeginner
asked in How Do I

EU VAT check with Zapier?

Hi all,Does anyone know a way to use Zapier to check a European VAT number in VIES? https://ec.europa.eu/taxation_customs/vies/vatRequest.html Thanks!

4
jesse
2 years ago
H
hjenoNew
asked in How Do I

Create new Slides from templates - add image as wallpaper, from google Drive image link

Hello!  I want to generate a google Slides from template - the variables working perfectly, but if i want to add an image, that wont work: Is there any method to insert an image from google drive shared link to get a wallpaper? Thank you,Jeno

5
nicksimard
2 years ago
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