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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.

  • 14,617 Topics
  • 50,472 Replies

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14617 Topics

C
CDFinancialBeginner
asked in How Do I

Missing fields in Redtail CRM

HELP! We are new here.When having Redtail as the “action” part of my Zap, it doesn’t allow me to add a field to enter in the new contacts EMAIL or PHONE NUMBER from my trigger app.Those are essential fields to us when adding in a new contact into Redtail CRM. Any way we can add in these fields to the zap? Am I missing something?? The trigger is our FB Ad Leads. Thanks!

5
nicksimard
2 years ago
A
abtrucNew
asked in How Do I

Zapier doesn't automatically get data from WooCommerce

Hi I have made zap which get three trigger (woocomerce ==> teachable ==> Gmail ) the workflow should be when user paid in woocomerce course enrolled in teachable and message send to user via gmail.  All those steps has then and when i tried test each step the test has successfully done but after i turned on the zap and create new order paid in  woocomerce nothing happens and nothing shows in zap history 

1
nicksimard
2 years ago
T
TeamUltraBeginner
asked in How Do I

Uploading attendee list to Eventbrite

Hi,Any idea if Zapier supports uploading a list of attendees to a previously created EventBrite event? The format of the source file can be csv or almost anything else. I can find a way to do this in Eventbrite or anywhere else.ThanksDavid.

6
T
2 years ago
L
LeChampignonUrbainBeginner
asked in How Do I

Exporting events from Google-sheets towards Google-Agenda using Zapier

I'm trying to create automated events from a Google Sheets toward a Google Agenda, using Zapier. As a farmer (mushroom cultivation), i have a lot logistic flow to manage. I order goods from various suppliers and the following spreadsheet (see Zapier worksheet) specify when a shipment may occur, thus implying that I put an employee to manage the shipment.Unfortunatly, it doesn't work. I have only succeeded to make a test event for the current date, no more.I identify follwing problems :Title, description, date are returning a "no data" message Start & ending hour are returning "#NA" message "Location" seems to workThe trigger is set on "title", as if there is schedule changes, this row will be the first impacted.Thanks for help !

14
Troy Tessalone
2 years ago
T
Trev CheeBeginner
asked in How Do I

Im getting this error message "The app returned "NOT_FOUND""

Im getting this error message "The app returned "NOT_FOUND"". I'm trying to create a new record in Airtable when a new row in google sheets is created.  This is the first time using Zapier.

16
Troy Tessalone
2 years ago
G
gavfletchNew
asked in How Do I

setting up work flows between eBay and Kashflow

Help required for a complete and utter novice, thought I had set up a successful Workflow between my eBay shop and Kashflow, it is working to a point, in the sense that  new customers eBay orders appear as an invoice in Kashflow, however on the invoice the “Date is Invalid”  the monies are not registered ie £0.00 and or the amounts are incorrect ie I think VAT has been added as opposed to been 0% as I am not currently VAT registered.Having a bit of a struggle making it seamless. Really struggling, I sell gas  boiler spares for a living and can dance my way round a boiler, but this is beyond me at the momentAny help or tips would be greatly appreciated.Gavin

4
T
2 years ago
Z
ZaidBeginner
asked in How Do I

Google Doc form entry to Google Calendar

Hi, :) I tried creating a zap which would add the pick update at time to the Google calendar It is only working if I update the google sheet manually, but doesn't work when the form is filled. Can you see what I did wrong?Form:https://docs.google.com/forms/d/1_IxqRS7QW546rLiqzgzZBshn0W7ivUZc8v8DQrFqEuc/editField:https://prnt.sc/xo4ktfZAP:https://prnt.sc/xo3n0phttps://prnt.sc/xo3nk4

5
Troy Tessalone
2 years ago
E
Ecovillage.orgBeginner
asked in How Do I

Lookup Row in Google Sheets and either create new row (if entry doesn't exist) or update existing row with new data.

HI there, I am having difficulty setting up my desired workflow, or at least understanding how to get Zapier to do what I want.The desired workflow is: When a form is submitted on Gravity forms on our website (i.e when a reccouring donation is set up) I want Zapier to check a google sheet to see if that person has already done this in the past. If not, then it should add a new row to the bottom of the sheet with their details, including monthly donation amount. If they HAVE done this process before (often happens if someone chooses to raise or lower their monthly amount) - then I want Zapier to find the person and update the “donation amount” column for them with the amount submitted in the Gravity Form.So far, I am confident in what I have set up under the “Find or Create Row in Google Sheets” action as the initial step after bringing in the data from Gravity Forms.Next I have added an action of “Update Spreadsheet Row in Google Sheets” but have got stuck on trying to work out what I

5
Danvers
2 years ago
Z
zhenchaiBeginner
asked in How Do I

RepairShopr Ticket Status Changed Trigger is not working for New Ticket Created

Hi there, Today 29/01/2021, my Google Sheet to creating new row when my Zap is Trigger by RepairShopr Ticket Status Changed. Before this there has no problem, when I use the Ticket Status Changed as trigger. Then the new row will created in Google Sheet when RepairShopr Created a New Ticket with the status “New”.Now it won’t update or create new row when there have New Ticket created. Does anyone face this issue?   

5
Danvers
2 years ago
J
Jheel.patelNew
asked in How Do I

How to obtain Service Organization Controls(SOC) report from zapier

How can I download or obtain SOC (Service Organization Controls) report from zapier

2
Danvers
2 years ago
V
vesperNew
asked in How Do I

Trying to do a Google Calendar audit for my boss

Attempting to set up a zap to audit how boss spent his time in 2020. Trigger is “event ended” with a 2020 search term from his calendar to “create new row” in sheets (g suite set-up). nothing coming through, not sure where I went wrong...thank you! 

1
Troy Tessalone
2 years ago
J
Jay GravesBeginner
asked in How Do I

Monitor a list of Instagram accounts

We need to monitor a list of Instagram accounts that are not ours for original posts (not mentions) and then route them to a Google Sheet. Any idea how I could do this with Zapier? Or another solution that integrates with Zapier? Social monitoring solutions I’ve looked at might work but seem like overkill. Thoughts appreciated!

3
J
2 years ago
F
flashmcintoshBeginner
asked in How Do I

Zapier Can not Connect/Find Google Drive Shared Folders?

When creating any zap, I can not see my google shared drives.I’ve checked all permissions and I have access, i am even the owner of many files. For clarity to help others and support, step below. Here I can connect to My Drive only (see image). I have no option to connect to Shared Drive. This apparently is a known issue, frustrating but ok. Looking around the forums, Zapier support have suggested step 2. Zapier support suggest here to type the google shared drive folder ID manually in your zap, however, i cant even do that. Typing anything manually doesnt seem to be an option.  Im really stuck here, i am tech savvy and spent a good hour trying to find alternative solutions and all i found was other people with the same issue and closed support tickets without a solution to the above. Appreciate any help. 

5
Troy Tessalone
2 years ago
M
masayuki_posiwillBeginner
asked in How Do I

How to replace Full-width space

I want to set Zap action to remove or replace double-byte space(Full-width space) from Text.ex)　”　”Hi, if anyone knows how to replace or remove double-byte spaces, please let me know.Thank you.

6
Troy Tessalone
2 years ago
A
ArchieBeginner
asked in How Do I

Number of tasks

Hello,I have a zap setup to do the followingTrigger: Vonage Business Communications - New Call Recording Action: Dropbox - Upload File Action: Vonage Business Communications - Delete RecordingHow is the quota for these calculated ?If I have 10 calls a day….in 30 days is that 10x30 or 10x30x3 ?My understanding is that it will be 300 tasks and not 900 , can someone please confirm. ?TIA !!

3
A
2 years ago
P
PuttyBeginner
asked in How Do I

Shared Drive (G Suite) URL Not Working

I understand there is a thread about entering the ID of a shared G Suite Drive (Team Drives). When I do so in a Google Sheet Zap, however, I get an error and the Zap says the ID is unrecognized.I had Zaps working perfectly fine with a folder that was normally shared to me (editing a folder I owned inside). However, our team switched to the GSuite Organization feature called “Shared drives” which is this area of Google Drive.When I try to set up the Zap with the new folder (that I own inside this Shared drive), Zapier is not able to access it. I have made the folder view access for all, I am the owner, I have a file in it, etc. I am an Admin of the org. I think Zapier needs to add support for this. I believe the feature is fairly new. Many businesses will be, and are, using this. Here are photos:The old Shared folder is listed. The new “Shared drive” is not.Thus, I manually input the folder ID, taken from the URL.The error when trying to find a doc, and not make it.The error when trying

5
P
2 years ago
C
chanhalzkieBeginner
asked in How Do I

Getting rid of no data/item line from Xero

Hi Zapier Community, I would like to ask if it is possible to get rid of the no data details without removing it line-item section?The data on the Utilities came from a Webhook connected to a ContactForm 7.Here are the utility details I used for it. As of now, here is what it looks like on my XeroCan anyone help please? Thanks! ​​

3
nicksimard
2 years ago
M
MathieuBeginner
asked in How Do I

Create contact in Hubspot with Podia

Hello, Since few hours i try to create a contact in Hubspot with Podia, i can get the email but not the last name and the first name.I use the trigger “New sale” in Podia and “Create Update contact” in Hubspot.When i configure the Zap and test the trigger i can see the good value of customerFirstName and customerLastName. In the hubspot side, i have selected the good property and the good custom value linked to the first name and last name of Podia. When i test the zap all it works, i have the last name, the first name and the email in Hubspot.After that, when i buy something in Podia with a new account, i can see only the email in Hubspot.When i go the the task log, i see some fields with no value and i don’t understand why : Fields with no value:salePaymentMethodcustomerFirstNamecustomerLastNamecustomerFullName Thanks for your help !

5
nicksimard
2 years ago
L
Larry TalleyBeginner
asked in How Do I

Requesting new feature in Device Magic integration -- request sync of a Device Magic live resource

I am using Device Magic forms extensively, and almost all of my Device Magic forms trigger a Zap to do “processing”, as Device Magic is a good tool for mobile forms but it has limited programability. So frequently the submission of a Device Magic form will trigger a Zap and the Zap will update a Google sheet, and that Google sheet is a Device Magic “Live resource” that can be used by Device Magic in lookup expressions for pre-filling form fields or filtering possible values or validation, etc. The combination is powerful and flexible.  But, after a Zap updates a Google sheet it can take many minutes before Device Magic detects that there is an update on the live resource and resynchronizes (loads the new data into Device Magic.) In the Device Magic web UI there is a feature to manually request a resynchronize of a live resource. Following is an example URL of that feature:https://www.devicemagic.com/organizations/236469/resources/71434/sync_with_providerI tried configuring a Zap to do

3
L
2 years ago
D
DoronNessBeginner
asked in How Do I

Getting Trello card unique email

Every trello card has a unique email fount in it’s share setting. Is there a was to access it on zapier? or maybe somehow to format it using other data?

4
nicksimard
2 years ago
M
MixtoBeginner
posted in How Do I

Anyone else having issues with Google forms to Mailchimp automation?

When I do a test whithin Zapier, I get a success message and the automation seem to work because the email that i submitted through the Google forms appears in Mailchimp. However, when I submit an email through Google forms it does not transfer to Mailchimp…  Anyone having similar problems? 

4
nicksimard
2 years ago
Brandi
BrandiBeginner
asked in How Do I

Filter if Canceled within a Certain Range

Hey, y’all!I’m looking to set up two zaps if a Calendly Event is Canceled (I don’t have Paths enabled on my account, so note that I have to do it as two separate zaps and not as one if/or situation):48 or more hours before the event is set to take place,  Or, within 48 hours of when the event is set to take place.Here’s what I have so far: Trigger: Invitee Canceled in CalendlyFilter (only continue if): Event Canceled > (Date/time) Before > Event Start Time Problem is, that would only trigger as long as the user canceled anytime before the event happens. But I want:Zap 1 to only trigger IF they canceled 48 hours or more in advance of that.  And Zap 2 to only trigger IF the canceled within 48 hours of when the event is set to take place.What can I do to filter for “within a certain range,” for both instances? Is there some sort of short code, like “- 48hrs” or something I can add to the “Enter or select value” field, where I currently have “Event Start Time”?

2
Brandi
2 years ago
T
Timo-SparrowNew
asked in How Do I

Shopify Zap wont transmit delivery information field

Hi - we are using the Shopify Premium Plugin which nicely triggeres the Zap and we are able to get all order data. Almost all. One field is missing, which is unfortunately very important. On checking out in Shopify, which “local delivery” enabled, the user (customer who buys stuff) may select “delivery” and then he gets a textfield to enter “delivery information” - e.g. “please use 3rd door to the left”. We need this field for our delivery service, but its not transmitted by the Shopify-Zap - the whole field is missing. The Shopify plugin in developed by Zapier; and I did not find it on GitHub - would be great if they open-sources stuff like that. Can anyone tell me how we can solve that problem?Please help, Thanks a lot

2
nicksimard
2 years ago
C
ccsandoBeginner
asked in How Do I

One Gmail email for multiple files added to Drive

I have a Zap set up to notify my team when files are added to a folder. I’m really just looking for one email to go out, even if several files are added to the folder. Is that an option? Currently, adding 10 files results in 10 actions and 10 emails.Thanks!

6
GetUWired
2 years ago
N
NatanrezaeiBeginner
asked in How Do I

Using Zapier On Sellfy Store To Send Out License Keys

Hey Zapier Community, Hope All Is Well I’m Trying To Integrate My Sellfy Store To ZapierSo Far Everything Connected Very Smothly But I Need A Little Help With This Little Zap To Send Out License Serial Numbers To Peeps Who Purchased A Product From My Store. I Know I Need To Create A Zap That Read Sales Informations From:SellfyThen Print A Line To Google SheetAnd Then Gmail Picks One Line Of The Google Sheet And Send It To The End Users Email. But How? Any Help Is Much Appreciated 

14
Troy Tessalone
2 years ago
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