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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.

  • 13,211 Topics
  • 45,739 Replies

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13211 Topics

aleyda
aleydaNew
asked in How Do I

What is the best way to add Campaign Contact to WordPress users?

Is there a Zap that will create a WordPress user from a new contact in an active campaign? The following is what we think we need. Other suggestions are welcome!Website visitors fill out an AC form on the site Visitor is subscribed to a specific list in AC now Zap adds the newly added (or updated) user to our WordPress site with: Membership in a specific Learn Dash Group (which then grants access to a course). Contact receives a registered user notification from the site (this should be automatic in WordPress - no zap needed). Thanks for your suggestions!

1
christina.d
Community Manager
1 year ago
V
vanessaBeginner
asked in How Do I

Paths by Zapier do not appear in the Actions list

My app has recently been published in beta and I am working at creating the necessary templates.Issue: Paths by Zapier do not appear in the Actions list.Question: Is this a bug or am I doing something wrong? *I have read a few posts talking about this issue saying it has been fixed, but it does not work for me 

6
B
4 months ago
A
abztaffyhouNew
asked in How Do I

How to stop my top row from moving in my Google Sheet?

Hi therewonder if somebody could help me please.i currently use GoCanvas to collect data and transfer it via zapier to a google sheet however some times my top row likes to drop down suddenly and its in the middle of my data. nobody touches the sheet but it makes no sense.Anybody have any idea as ive tried to Freeze the top row but it still moves. Also, the entries like to chop and change in order. some will start in time order but then will drop down or move to the top row without anybody touching anything. 

1
Troy Tessalone
1 year ago
P
Parascheva1014New
asked in How Do I

Zapier won't connect to Go To Training

I have tried multiple times to connect Go To Training to Zapier and it just won’t connect. Any thoughts? We do have a Premium account. 

6
jesse
Community Manager
1 year ago
C
CaptainCharlieNew
asked in How Do I

How to validate Email by Zapier email address for Outlook group?

Hello, I created an inbound email trigger with Zapier.Zapier generates an email like example.ID123@zapiermail.com .I added this email as a guest on an Outlook group.I then receive an email in Zapier that tells me: Verify your email address to complete the sign up process. (invites@microsoft.com)Please use the following verification code to verify your email with Microsoft: 123456 If you didn't request this code, you can safely ignore this email. Someone else might have typed your email address by mistake. Thanks, MicrosoftI don't understand how I can validate the email address on Zapier...Thank you in advance for your help.

3
Troy Tessalone
1 year ago
M
ManuMNew
asked in How Do I

WooCommerce: Assign images based on the ID when a new product is created with Zapier

I use Airtable and Zapier to create new products in WooCommerce. Images were converted to line items based on their URL, but recently the images have been uploaded twice in the WordPress Media Library. Now I should use the IDs of the images instead of the URL so that each new product is assigned the correct images. I don't know how to assign the ID of the images in Zapier to the ID Line Item field so that the correct images are always automatically assigned to the product.

1
Troy Tessalone
1 year ago
M
Miss DeeNew
asked in How Do I

How can I export my staff’s Timesheet to an MS excel CSV file?

Can anyone guide me on how to create a zap to export my staff’s time sheet to excel csv file?Currently I can connect my to ‘Timesheets’ but they I get a message saying there is no data (when there is). Thanks,Dee

2
jesse
Community Manager
11 months ago
D
Dina_FNew
asked in How Do I

Trello card unique email

Hello! About a year ago there was a feature request to pull Trello card unique email into Zapier so it can be used in further integration.Link  -  Have this functionality been added?Thanks!

2
christina.d
Community Manager
1 year ago
A
ABARBeginner
asked in How Do I

Send an email on a salesforce opportunity

Hi I have a zap that creates and updates a salesforce opportunity. I looked but couldn't find an action to send one of the templated emails we have in salesforce on the opportunity.  Is this possible through zapier? 

3
christina.d
Community Manager
10 months ago
A
airelleBeginner
asked in How Do I

Use mail content to create Google document based on template

Hello,I would like to know how to create a Zap which would be triggered by applying a label on my Gmail account (ok for that trigger), and which would use the different datas in the email body to create a Google Document from template and populate the different field tags. Is there a way to achieve this ? I did not found how to use the different informations in the email body to populate the template… Thanks for your help,A.

4
Danvers
Community Manager
1 year ago
E
ericgTinkerer
asked in How Do I

Long term storage of large list

So I’ve just discovered Storage (thanks Troy) and I’m wondering if it is a good fit for another project that I’m working on.After reading the docs, I wasn’t clear on a couple of things but first I’ll present my use case.I’m trying to manage a list of ID numbers (10 digits each) At any given point there can be about 2,000 different IDs My zap is just going to check if an ID exists before moving onQuestions:Key limit is 500 keys. I’ll only have key (ID), though, right? Inactive keys deleted after 3 months. Does this mean if a key is not acted upon (value added, deleted, searched, etc.) that they entire list goes away or just specific values in the list? I assume the first but I read something somewhere that suggested the later. Storage values up to 25kb. Does this mean each value can be up to 25kb or the key has a 25kb limit across all values? Want to make sure I don’t run into any limits.I was also thinking that, instead of an action to add/remove IDs one at a time, that I would instead

2
E
1 year ago
M
m-neowakeNew
asked in How Do I

WordPress New Post Text is limited

Hello,when a new post is published, the post get´s send to Zapier. After testing the action, I see the full text.I then want to send the text to Facebook, but the text is now limited and still is, after sending the text. Not only to Facebook, but also to the Zapier Format tool. Does anyone know, how to change that?

1
Danvers
Community Manager
1 year ago
G
g0wr1New
asked in How Do I

Create PDF file from emails

I am trying to create a zap where if an email with a certain subject string is sent to me, it automatically saves the body as a file in a specific folder. I could do all of this but I need those files to be in PDF format. How do I go about this?

1
Troy Tessalone
1 year ago
S
SurveysBeginner
asked in How Do I

How to setup Google Sheets to automatically add data from an external source?

Hay, can you help me out in my query!!!How do I set up Google Sheets that automatically add data from an external source to Google Sheets?

2
S
1 year ago
C
ceomrwhiteNew
asked in How Do I

Integrating website’s Stripe payment link with Zapier

Hi, I’m new here. I recently integrated a Stripe payment link to my website. I wanted to know what are some creative ways to incorporate zap into my business? I will be selling supplements and I really appreciate any feedback and advice...

2
Troy Tessalone
1 year ago
K
KarstenNew
asked in How Do I

Calendly reschedules >> update Pipedrive meeting

Hi.I have a Zap that creates a meeting (activity) in a contact.When the meeting is rescheduled or cancelled, I want Zapier to find that meeting and rename it to “Cancelled: <original name>”.I switched from Zoho to Pipedrive. In Zoho I could search the appointment via date. In Pipedrive its not possible.How can I do it? 

5
Troy Tessalone
1 year ago
J
Just_AlphaCodeBeginner
asked in How Do I

How do I transfer Facebook video post links to Google Sheets?

Hi there,At the risk of asking a newbie question, but I have the ZAP between my Facebook group and google sheets up and running. The thing I would like to have is the link of the post transfered to the google sheets. I can get the post ID, permalink etc and all those things, but for some reason I can't seem to find a URL linking me directly to the post itself. Thought behind this, I run a private group where people post live video's that I need to check, and via this way I can get an overview of who posted what, but a link from the google sheet directly to the post would be legend.I suspect I am overlooking something, so if someone could give me a hint that would be awesome.Thanx in advance

2
jesse
Community Manager
1 year ago
E
EncorescBeginner
asked in How Do I

Zoho CRM - creating a meeting connecting it to the lead record

I have created the Zap in the screenshots below. It is triggered when someone books an appointment with me in Book Like a Boss. The Zap is intended to check and see if the person is a lead, if not it creates the lead. The second part is to create the appointment in Zoho and link it to the lead.  Everything is working except that the meeting is not linked back to the lead record. The leads name shows up in the appointment, if I click on it, it takes me to the leads record, but the open activities still shows nothing listed. How can I connect these two records? Thanks,ShawnThis post has been edited by a moderator to remove sensitive information. Please remember to obfuscate any personally identifiable information prior to posting as this is a public forum. 

2
E
1 year ago
S
Siew Chin KhaiBeginner
asked in How Do I

How do I include a PDF from an Inistate activity in a Gmail draft?

Helo, how to integrate Zapier with Inistate and Gmail. I need Gmail to create a draft mail when I perform an activity and I want the body of draft mail can show pdf file that is from Inistate one just like the picture above. It is a pdf form from Inistate. Could somebody help me? 

3
jesse
Community Manager
1 year ago
S
shadiNew
asked in How Do I

Delete user from multiple services

our employees use multiple services like google analytics, Mailchimp, one signal, apple developer etc.. when an employee resigns we need to manually delete his account from all these services. All our employees have accounts under MS 365, so I need to create a zap to pass the employee email and delete it from all the services he has access to, is this can be done using your platform?

1
christina.d
Community Manager
10 months ago
F
Felipe_2022New
asked in How Do I

How can I guarantee that Zapier always takes the last added data in Google Sheets?

I am trying to send automatic text messages using a spreadsheet and GOTO connect. My idea is that every time a contact is added in the last row a message is sent to the added phone with the added name.So far I have been successful only once, it seems to have problems choosing the phone number which should be the last one added.How can I guarantee that Zapier always takes that last added data in the spreadsheet?

4
T
11 months ago
P
Pawan GuptaNew
asked in How Do I

How to set condition for email to be sent via Zap

I am beginner with Zap. Can someone guide me on how to send an email only when attendance confirmation is set to ‘YES”?

7
christina.d
Community Manager
11 months ago
J
Jake NNew
asked in How Do I

Dubsado lead created date formatted incorrectly

G'day.I'm using Jotform for the various enquiry submission forms we have, and then zapier to trigger the creation of a 'lead project' inside our CRM (Dubsado)… but I'm having a problem with the date formatting.We're in Australia, and I have a feeling that somewhere along the line it’s getting switched 'US' date format.I’m trying to discern where along the line this is happening.When I submit a test enquiry for Dec 10 (that's written 10/12/22 where we are), the Jotform seems to record it correctly (I’ve selected DD/MM/YYYY format on the forms), and the email sent to me has that same date/format.However, the lead that is created in Dubsado is dated Oct 12 (ie. 12/10/22).And if it's a date that can't be so easily reformatted, like Feb 23 (entered as 23/2/22) then the lead in Dubsado gets created with no date recorded.I’ve tried a work around and set the formatting on my Jotform for submission to US style - which technically worked - but this just meant majority of our submitters were unwi

1
robschmidt
1 year ago
H
HaslanNew
asked in How Do I

How to split leads from Zoho Forms into 2 Google Sheets?

Hi.. May I know if there’s a way to split leads from zoho form into 2 different sheets by rotation.exfirst lead to A sheet2nd lead to B sheet3rd lead to A sheet and so on…Thank you in advance..  

1
Troy Tessalone
1 year ago
B
Ben-MATCHPOINTNew
asked in How Do I

Can I trigger off of multiple senders when uploading attachments from Gmail to Google Drive?

Hello,  I’d like to set up a zap in order to upload attachments from gmail to google drive. Does it have to be from a unique sender or can I use multiples sender when I set up the trigger ? I have 2 to 4 emails I’d like to target and send all attachments from them to a specific folder in Google Drive. All help appreciated, Many thanks in advance,  B.

2
Troy Tessalone
1 year ago
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