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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.

  • 12,160 Topics
  • 42,372 Replies

5 Common Mistakes to Avoid when Using Zapier

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12160 Topics

E
edchanBeginner
asked in How Do I

Read excel attachment in gmail

How can one read a specific cell in a specific tab in Excel that is attachment to a Gmail email?

5
AndrewJDavison_Luhhu
2 years ago
J
Jmedia931New
asked in How Do I

Continuously update Google Sheet rows based upon new information sent from MobileMobile new and existing contacts

Issue with Zap (Update Google Sheets rows with both new MobileMonkey contacts AND update existing MobileMonkey contact with multiple contact attributes when those attributes are added in MM automatically) Here’s the three Zaps I have right now. (first two work fine) STEP 1 - Create a row in Google Sheets (or Microsoft Excel) for a new MobileMonkey Contact STEP 2 - Add New MobileMonkey Connection Widget that updates attributes for initial dialogue STEP 3 - Finally Updates Google Sheet rows for MobileMonkey Contacts when I have that MM existing Contact go through new dialogues that will add those attributes (see MobileMonkey screenshot of attributes below for a user) 1st step of STEP 3, it asks me to choose a Customize Contact Attribute: Not sure if this is the only contact attribute to be updated or not so I’m confused from the start (note above - I have an attribute INITIALCHECK1MONTH that has already been answered and each time an existing user goes through my dialogue, they ha

2
A
2 years ago
ChrisP
ChrisPConnector
asked in How Do I

Search for Column - Google Sheets

I have a zap that updates numbers of leads per member onto a spreadsheet by finding Row ID then using formatter to add 1 to existing total every time a new lead comes in.  However I now want to split the updates according to month of year. So that I can quickly see x number of leads for member y in Jan, x number of leads for member z in Feb etc. rather than just the total leads per member for all time (as I have at the moment).  To start with I would create 12 new columns in my spreadsheet for each month of the year. This would replace the single “leads” column I presently have (which is the column the +1 is added to each time) If G Sheets had a “search for column” integration then I could use the date stamp of the Trigger, convert it to month via formatter step and then search header row for matching Column month. Then I could use that column as the the column to update in the original zap.  But alas, there is no such integration for G Sheets (or Airtable). Nor is there one in Inte

2
ChrisP
2 years ago
R
RobcreeceNew
asked in How Do I

webhooks and my ignorance

So I have a software called convertsnap which is a conversion notification and lead generation tool for site pop ups and forms.    I have get response as my autoresponder.    I am told that in order to drop the lead into my autoresponder account I have to use webhook url.   Beyond this i have no understanding on what to do   Please help

1
nicksimard
Community Manager
2 years ago
A
albc1977New
asked in How Do I

Connecting complicated Stripe to xero.

I am connecting stripe to xero.   I need it to create an invoice with multiple line items including discount lines as needed.   Applicable tax needs to be transferred then payments need to be attached when they happen I also need to move deferred income to income in xero when applicable - automatically created. I want deposits and fees to transfer also.

1
steph.n
2 years ago
Angelo Spiler
Angelo SpilerBeginner
asked in How Do I

How to read structured data from an html-file

Hello, We have a subscription to a service that delivers us (daily) some structured XML-data in a php-webfile. So we can go to this webpage and copy the data. We could do that every day, but need a lot of extra handling to get these data in Google Sheets or MailChimp for example. What application, platform, service or Zapier functionality could automatically read and process this xml-code from a certain webpage?. Here’s an example of this code: <Export> <ROWSET> <ROW> <volgnummer>1423892</volgnummer> <datum>2020-06-22</datum> <typevraag>informatieaanvraag</typevraag> etc </ROW> <ROW> <volgnummer>1423895</volgnummer> <datum>2020-06-22</datum> etc

1
steph.n
2 years ago
O
OlaNew
asked in How Do I

Is it possible to update documents on Google Drive?

Hi, I’d like to create a backup files on Drive. The workflow is that every time, when a file in Folder A is created, than it’s copy appears in Folder B. Also when a file in Folder A is updated, than the copy of this file in Folder B is updated as well. I tried creating a Zap for Drive (when new file in folder in Google Drive, than copy file in Google Drive), but 1st problem is that it doesn’t copy this created new file, it can copy existing one, 2nd problem is that it doesn’t cover updates. Any suggestions how to solve it?  Thank you in advance. Ola

1
steph.n
2 years ago
S
sbanerjeefcfBeginner
asked in How Do I

Cannot read property 'message' of undefined - Asana and Confluence Integration

Hello I've run into an issue while integrating Asana with Confluence on Zapier. I have this "Cannot read property message of undefined” error when am trying to test the Zap. Am not sure how to fix this and couldn't find a lot of information about this.   Please do let me know if there's something else which I might attach here for your reference. This is the Confluence Customize page setup:  This is the Asana setup: Is there a way to reach the Zapier support team as well? Best regards Subham   [EDIT: This post was edited by a moderator to remove personal information from the images. Please be careful not to share private information as this is a public Community.

3
S
2 years ago
F
FabienBeginner
asked in How Do I

Send data from Airtable entry to Klaviyo

Hi,  I have a zap that sends an email through Klaviyo each time a new entry is added to a base in Airtable. I cannot figure out how to use data contained in my Airtable and append them in my email templates sent through Klaviyo.    Thanks for the help ! 

3
Liz_Roberts
Community Manager
2 years ago
joshuaenders
joshuaendersNew
asked in How Do I

Can a lookup table produce NULL as a value?

We have a Zap that populates Google Sheets with values.  Some of the values are pulled from Lookup Tables. There are scenarios when we want the Zap to overwrite an existing value in the Google Sheet with NULL.    Can a Lookup Table offer NULL as an output value?

2
AndrewJDavison_Luhhu
2 years ago
F
Facundo TolinBeginner
asked in How Do I

Zapier had trouble retrieving custom fields from Formatter by Zapier (with any Shopify field)

I've been reading the previous post about the same mistake with Google Sheets. In this case I tried to format (text) a shopify field and I get the same error. I have tried with several in case I was making a mistake in the selection and it keeps happening. The first one I tried is "line item properties value", then I tried "name" and "billing adress name". I don't know if I'm making a mistake or if it's just another bug. Does anyone know anything? Thank you.

3
AndrewJDavison_Luhhu
2 years ago
E
edchanBeginner
asked in How Do I

text file or csv to be sent as email

I have a requirement to read from a notepad text file (or a csv) to read n rows of text, and email it to an email address found on the n+2 row. How can I use Zapier for this?

3
AndrewJDavison_Luhhu
2 years ago
M
michaeljBeginner
asked in How Do I

Kartra and Active Campaign Integration

Hello,   I am new to Zapier.  I have set up an integraton between Kartra and Active Campaigns.  For the Kartra side I have created a landing page  and opt-in form that I embedded on my WordPress site.  The trigger is filling out the opt-in form.  On the Active Campaign side the result would be to create a new contact.  When I test the Zap, it works fine with a new test contact showing up in the master list in Active Campaigns.  When I test using the WordPress embeded landing page, a new contact is not added.   Am I missing something or will the Zap not work through WordPress.  Apprecaite any help I can get.  Thank you.   Michael

3
AndrewJDavison_Luhhu
2 years ago
E
ElecidBeginner
asked in How Do I

Can I delete a contact from one platform (contentful) once I import into another (ontraport)? How?

Hey Y’all! I have a very useful contentful > Ontraport integration set up, but my contentful account has a 5000 entry limit and it’s taking a lot of time to manually delete them. However, when i click the + at the end of the zap it does not let me add contenful. Now, I can ALSO just create a new zap when a contact is added to ontraport, and then delete the contact in contentful, but that will literally double my zap usage. Any other ways to do this? As I’m looking here, it appears as if I can’t create any new zaps with contentful as the target. Did they remove the platform?

2
AndrewJDavison_Luhhu
2 years ago
C
chaitraBeginner
asked in How Do I

line items from shopify to quickbooks online

Can anyone help me how this can be done. How does zap takes value for multiple line items? any sample zap that I can refer? please help.    In my shopify order , i have more than one fulfiled line item and each line item has set of different values  → but i need to apply same match on all. eg:   line item#1 product1, price1, qty1 line item#2 product2,price 2, qty2    before i create invoice in quickbooks,  I need to say calculate amount /TAX:  by using formula Amount = Price*Qty.  How can I apply the same formula for these two line items so that in invoice I have two line items  #1 product1 , amount1 #2 product2,amount2   Another problem is tax, in my shopify quickbooks, i have tax included, but in ZAP, it expects me to give tac excluded ( so i have done all that match, it works with one, but with two line items i am not sure how to make it work).

3
AndrewJDavison_Luhhu
2 years ago
J
JeskaHBeginner
asked in How Do I

Can I export all my Microsoft todo tasks into Google tasks in bulk?

I have been forced onto Microsoft Todo as a former Wunderlist user. I now want to use Google tasks instead. Is there a way to bulk export all my tasks from Todo into Google tasks? Thank you

3
AndrewJDavison_Luhhu
2 years ago
K
kmdguyNew
asked in How Do I

Download entire mySQL table/database to Google Sheets? Not just single row.

Hi there, I’m checking out Zapier for the first time and I have it connect to my mySQL database and Google Sheets. The single row import works fine, but my goal is to pull in either an entire table at one time, or an entire database at one time. Is there a way that this can be done? I have many databases each with identical tables in them and I’m looking for a way to import all of that data cleanly into Sheets. Not line by line. Thanks.

1
Danvers
Community Manager
2 years ago
B
bbehlingNew
asked in How Do I

Zapier public IP MongoDB EC2

I have a MongoDB instance running on an EC2 server. I need to open a port to the IP address Zapier will connect from. How do I know which IP Zapier is connecting from? Do I need specify a range if the IP will be changing, or will it be a static IP like the MySQL connection?

1
steph.n
2 years ago
M
Michael HNew
asked in How Do I

pull Woocommerce User Role

I’m looking for a way to pull the specific user role that a customer has on my woocommerce store and send it into a row of a google sheet when they place an order. Does anyone have any clue how to do this? Would I need to custom code it to pull their accounts meta data in?

1
steph.n
2 years ago
R
rtwaddellNew
asked in How Do I

Updating Azure DevOps Ticket

Is there a way to updates fields on an Azure DevOps Ticket based on a triggered event?  

1
steph.n
2 years ago
A
A.WrightNew
asked in How Do I

Wrike Task Start/End Dates

Hello, I’ve created a Zap that will add an Outlook calendar event when a new Wrike task is created. The Zap works successfully, barring a start and end date for the task. These are required fields in the setup wizard, but there isn’t an option to choose a start date and end date from the Wrike task in the field. Is this something that can be added? Thanks in advance for the help! Anthony Creation date seems to be the only option that is close to what I need, but just because a task is created on a day doesn’t mean that is the start or end date. 

1
steph.n
2 years ago
F
Fwanky33New
asked in How Do I

Parse array Google form extension

Hi everyone,   I use Google form extension and that send to me an array with array into. I have something like in my picture.  My question is how i could get user_column_data ?    Thanks a lot for your help.   

1
steph.n
2 years ago
O
ofakiehNew
asked in How Do I

how to pick any card in a list

Dear All,   Im trying to update a cards name with a number between brackets when it is entered to a certain list in my Trello board, however zapier is not giving me an option to set it for all cards that enter the list, its only giving me an option to choose a card in that list that already exists, can someone please let me know how to choose the option of all cards that enter the list should be updated.   Best Regards, Omar Fakieh

1
steph.n
2 years ago
J
janbNew
asked in How Do I

How to set conditions If a variable is not found.

Using ConvertKit and Clickfunnel App on this one. On ConvertKit when an email is tagged with sma-purchased. It will tag also the same email on  Clickfunnel. The setup is like this because there are other forms we have aside from  Clickfunnel form. So the zap is setup like this. So to do this I setup the zap like this. Step1: When this happens - When this tag added to email on ConvertKit Step2: Do this - Find Contact Profile  Email in Clickfunnel Step3: Zapier Path  - Path A: IF email exist add the same tag on the email in Clickfunnel.   I'm trying to search for an email on clickfunnel. If email is found it will be tagged. But if not, will the zap ends there? Or it will cause an error if its not found?    

1
steph.n
2 years ago
A
afikBeginner
asked in How Do I

Jira Cloud: Use custom fields when selecting project

Hi, I want to setup a create issue zaps with value from google sheet. The issues should be created in multiple projects so I want to use custom field for that. Now I’m wondering, what is the value supposed to be for that?  I tried JIRA project key, it didn’t work. I also see that in Project list dropdown provided by Zapier, there’s a number for each project, but it also didn’t work when I use that number in custom field. The error I received is  Unable to create issue: {"project":"project is required"}  

6
A
2 years ago
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