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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.

  • 14,600 Topics
  • 50,448 Replies

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14600 Topics

T
TPECorpBeginner
asked in How Do I

Quickbooks Custom Field values not accessible

This has nothing to do with Line, and we’re not sure why “Line” was added to our posting title?We’re trying to fetch a QuickBooks custom field VALUE located on an Invoice, and pass it to the next action.We don’t see any Custom Field values.  We only see the ID, Name, and Type.We’re looking for “Custom Field String Value” but we don’t see it in the listSee screenshot below 

5
Liz_Roberts
Community Manager
2 years ago
A
Anonymous
asked in How Do I

how to setup round robin that will send both email and phone to a lead, then on to the next

Have leads setup to go round robin  - email and then setting up twilio to text that lead.   However, if the round robin is setup to email and no phone is placed in at that time, what would be the easiest way to either add phone into the round robin zap perform a match of the email selected to send lead to, match in a google sheet to it’s corresponding phone number and THEN send twilio text of lead.  (whew)  is there an easier way I am missing. The goal.  Lead comes in => 5 people in round robin => email agent in line => text agent in line (same agent)

4
A
2 years ago
O
ops@akidsbookabout.comBeginner
asked in How Do I

How to unsubscribe a contact from a klaviyo list

Hi there, I’m trying to create a zap where a new google sheet entry unsubscribes a contact from a list in Klaviyo. I’ve been able to set it up to search that contact and then I have an action to update that contact that was found. But I’m not sure how to indicate that contact is unsubscribed. Can anyone help?

3
Troy Tessalone
2 years ago
E
EUReporterBeginner
asked in How Do I

Authentication failing with Wordpress since Server Move

Hi, I’m hoping someone can help save my website’s automation, as there is no service available like Zapier and I rely on it heavily for the functionality of my site. For 3 months now (since a recent server migration) I have been unable to keep the authentication between Wordpress and Zapier. It works temporarily, but then always tells me it’s become disconnected minutes later.I have tried creating a separate Zapier account, and this does nothing. I have contacted Support numerous times, who simply keep telling me they are aware of the issue, and are not able to give me a resolution time. I feel I am being fobbed off here, as its nearly 4 months without Zapier. Where do I begin to start diagnosing the problem? Where is the debug console or logs, for me to investigate. I am truly desperate. Regards,Colin

5
E
2 years ago
O
ocwayneBeginner
asked in How Do I

Ringcentral - main number, not a user number

When I authenticate with Ringcentral, I need it to see the main company number, the main line,  not my user line. I am a super admin, but Zapier keeps seeing my personal extension. How can I integrate our main company number in Zapier from Ringcentral?

13
O
2 years ago
N
Nigel-Then-SomeBeginner
asked in How Do I

Hashing data in Google Sheets

HiI’m trying to work out how to hash (ie encrypt) data in 2 columns in a Google Sheet - ie name and email address.Is there a way to do it with a zap?

5
Liz_Roberts
Community Manager
2 years ago
M
Michael001New
asked in How Do I

Clockify - WHMCS

Hi,new here Do i need Zapier if i want clockyfy to work with WHMCS?guess yes!i only want Clockify to be able to list my clients from WHMCSand then be able to create the invoice in WHMCS once the project is finished in clockify.is that possible an how to proceed, cant fint the options and the right triggers I even cant find a way to submit a ticket to support.( they advertise a 15min setup, yet i’m trying for way longer now ) Was able to connect both apps to Zapier

1
AndrewJDavison_Luhhu
2 years ago
I
IsakBeginner
asked in How Do I

Add row google forms/excel and pass it on to Zendesk

Hi!We have a zap connecting google forms and google excel with zendesk eg. people are placing an order in the form and its sending data to a google spreadsheet which triggers a zap thus creating a zendesk ticket.I now want to add an option to the form and a row in the spreadsheet and finally the zendesk ticket. How do I manage that without causing a major hick-up? which I always tend to do when adjusting the form :) The order of the responses will be different and what I have learned from my predesors is that you need to arrange the zap/ticket så the correct responses wind up in the right place.Kind regards,Isak    

4
Liz_Roberts
Community Manager
2 years ago
D
Davd alvesBeginner
asked in How Do I

Clear a salesforce date field with Zapier

Hello,Is it possible to Clear/delete a salesforce date field with Zapier ?Thanks for your answers

5
D
2 years ago
S
sabrinadevettBeginner
asked in How Do I

Excel to monday - Sync multiple items

Hi!  I have made a zap which succesfully sync data between a excelark and monday.com on one specific Item line. Althought I have 180 Itemlines in that board and I would like to make one zap that automatically updates a specific column for ALL items when changed in the excel ark.  As far as I can see this is not possible - but maybe someone else have done it and knows a shortcut? I would like to avoid creating 180 individual zaps for each item line in monday.com :-) 

4
Liz_Roberts
Community Manager
2 years ago
A
Alain66New
asked in How Do I

Google Calendar reflecting Ninox changes

Hello. I use zapier to synchronize my appointments on google calendar. how do I make sure that when I change the appointment date on the Ninox calendar, the previous date created on google calendar is erased and replaced by the new date.Thank you and good day alain

2
Liz_Roberts
Community Manager
2 years ago
Likamundi
LikamundiBeginner
asked in How Do I

From Dropbox to Google Sheets

I hope you guys can help with following Zap: Every time I put a video into a specific Dropbox folder I’d like to update a Google Sheets row. The challenge for me is that not a specific row needs to be updated, instead the rows should be updated dynamically.  Here is a screenshot of my Google Sheet: https://imgur.com/a/9PQfMC9 Every time a new Dropbox video gets uploaded, the new Dropbox link should be inserted into the next Google Sheets row (“New Dropbox link”). How could that be possible?  I’ve spend hours trying to figure this out. Maybe someone could point me into the right direction. Thank you so much!

8
Nate
2 years ago
R
rameshbansalBeginner
asked in How Do I

Zoho Creator Connection not supporting Auth Token

I am trying to connect my zoho creator account with my zapier account. But while doing so it gives an error that Auth Token is not supported for one or more services. On checking help with zoho, the zoho support team is clarifying that the auth token method i.e. v1 is deprecated and they have now v2 which is based on some OAuth system.Please helpI am not able to connect my zoho creator account.

4
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
B
bethcBeginner
asked in How Do I

Gmail setup signature is an attachment

I am automating gmails from a Google sheet but when I set up the Zap, the email sent has my ‘signature/sign-off’ in an attachment. I tried both plain & HTML settings in the Zap workflow but my normal email signature doesn’t appear correctly, except in an attachment. thankyou

46
christina.d
11 months ago
A
Alan ABeginner
asked in How Do I

Jira Search Action Capability

I have a Zap in mind that requires use of the Jira Cloud search action on Key. That Key changes when a Jira ticket is moved to a different project, something that happens in my environment. I know that in Jira itself, when you search on an earlier key, the search returns the proper ticket - with the current key.  My question is whether the search action in Zapier will do the same. I am itching to test but cannot just yet, so I thought I’d ask here in case anyone has tried this.  Thanks in advance.  Best regards,Alan

1
A
2 years ago
E
EPateBeginner
asked in How Do I

Google Drive Public Folder

I’m trying to create a Zap that triggers on a new file in my Google Drive Public Folder.  The test step seems to work during the create phase but nothing I seem to do will actually trigger the Zap after it’s turned on (ie: running  the Zap manually after new files are uploaded to the folder).The same Zap using Dropbox works as expected.Any ideas? Thanks!

8
Danvers
2 years ago
E
elliott.evansBeginner
asked in How Do I

web app integration help

 Question, I am keen to deploy zapier into my business, we are a law firm.  I have an integration need whereby I would like to integrate a web solution called “Hoowla”, API info attached, sending data into Zapier and then from Zapier into Capsule CRM.  https://hoowlawebhooks.herokuapp.com  Can you help?

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

LinkedIn Event Attendees

I setup LinkedIn events, now I would like to take all of the names and emails from that list of 228 and put them into an email drip campaign using either SendFox or Reply. How can I do this using Zapier?  Thanks for your time and help!*Ericka

8
P
2 years ago
A
AlexaBeginner
asked in How Do I

Integrating Smartsheet to Google Sheet used as a form

I’m trying to set up a Zap where I add a new row to Smartsheet, then a new document is created from a Google sheet template and the information is added to particular cells. If I were sending an entire row over it would be easy, but my issue is that I want to keep Smartsheet set up as a row/column system, and essentially fill in a form I have created using Google sheet with that information. At the end of each project, that form gets printed and signed by our company and the client. So the google sheet (form) really needs to maintain a professional face. I can’t just print a long row of information. So for every row, i would have a corresponding google sheet that is easier to read than a single row of information.I want to use Smartsheet because i can keep all of my projects organizes without flipping through the printed forms. Also Smartsheet allows me to set up date reminders so that I dont miss deadlines (which continues to happen when i just fill in the paper copy of the form. 

4
A
2 years ago
A
A ColpittsBeginner
asked in How Do I

Issue multiple promo codes using Shopify and Google Sheets

My Shopify store is going to start selling products that come with promotional codes for some digital products. We have the promotional codes saved on Google Sheets (I know, I know, Google sheets is not a database… this is a temporary measure). Currently I have a way for if someone purchases qty:1 of SKU A, then my Zap will look up the first unassigned code on the sheet, enter the order number next to it, then send an email to the customer with the code. What I am struggling to figure out is how to have it so that if a customer order multiple copies of SKU A, they then get multiple unique codes. I’d like someone who orders qty: 3 of SKU A to get 3 unique codes from the sheet. Any ideas?   

2
A
2 years ago
L
leoqiuNew
asked in How Do I

Split text by comma and add to google sheet

The data looks like following:Name: Leo, DylanAge: 20, 21Country: Canada, France I would like to split them by comma and add two rows into google sheet:Leo 20 CanadaDylan 21 FranceIt should also work when I have n set data separated by comma and add n rows to google sheet. How should I make it happen? Thanks.

2
andywingrave
2 years ago
J
james-mNew
asked in How Do I

PagerDuty Trigger Not Working

Hi, I’m a Zapier newbie so thanks in advance if this is an easy one! I’m attempted to wire up Asana and PagerDuty. AFAICT the Zap is configured correctly. The source end can access Asana data, and the PagerDuty end was able to see the service integration when selecting the “integration key” for the service I wish to alert on. When I test the PagerDuty connection, however, I do not see any incidents being sent to PagerDuty. The Zapier test says status: success and that it sent the add_trigger_event too PagerDuty but it doesn’t appear to going through. Has anyone had experience wiring up PagerDuty? Thanks again! -James

1
Troy Tessalone
2 years ago
A
ArmentBeginner
asked in How Do I

How to treat comma as part of text/escape comma

I am having some trouble with updating a profile field in a HubSpot Zap. The field in question has a list of possible options and they need to be matched accurately to register as an update in the HubSpot system. One of those options has a comma in it. If I hand type in the text it works, if I select from the provided list it works, if I pull in a result from one of the previous steps with a comma and try to test it doesn’t and the error only reports the text before the comma.Here is a screenshot as an exampleCustom fields with commas are treated as line items.There is another community post with the same issue but the answer did not help in this situation. Using an alternate comma character or U+201A still presents me with the same error. Any ideas? Thanks,Nicholas  

7
Troy Tessalone
2 years ago
J
JoshcNew
asked in How Do I

Add new file to drive folder -> create sheets row

This may be a silly ask...We run a yard sign contest and until recently I've always saved a copy of the photo in a folder on my desktop.Trying to save on Google Drive in a folder and then when the file is added to a Drive folder, have the file name added to a spreadsheet.This makes picking a monthly winner easier.For some reason I cannot get this to work and am stumped.Is there anyone that can lend a hand?

2
J
2 years ago
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