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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.

  • 14,587 Topics
  • 50,382 Replies

5 Common Mistakes to Avoid when Using Zapier

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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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14587 Topics

Andreas_Baran
Andreas_BaranNew
asked in How Do I

Is there a Zap that can give me my ads spending from Facebook and Google

Hi.I have tried some different Zaps, but not found the right ones yet. Is there any Zaps that can give my ads spend on Facebook and/or Google so i dont need to build upon their API’s? Regards

1
christina.d
4 months ago
VForce
VForceNew
asked in How Do I

Strip to Wave Integration - can't select business options

Hello I’m trying to set up new stripe payments to Wave.  The first question ask for business with a tool tip saying “Business to operate on” with nothing that populates, what are we supposed to put in these fields. I’ve been looking for a complete guide on how to set this zap up. I connected my wave and stripe account in the previous steps so something should populate for me to select for that question and “income Category” is also showing no options found when I know at LEAST the default income categories are available in the connected wave account. What part am I missing here?

1
SamB
Community Manager
6 months ago
R
RahulGuptaBeginner
asked in How Do I

How do I create and update products in Big com from a spreadsheet all at the same time

Hello everyone, I'm trying to create and update products in Big Com using a trigger as an Excel sheet. However, I need only a specific date so my Zap runs with all the data from the Excel sheet at the same time.I’m confused about which tool I use for that and How? 

4
R
8 months ago
Old Tree
Old TreeNew
asked in How Do I

How do I set the purchase of a particular product in Squarespace to be the trigger of an automated email?

I have a membership for sale in my shop on Squarespace, I want to have an automated email come from gmail and sent to the customer when they purchase this particular product as I need to send them particular instructions. Is there are a way of setting  the purchase of a particular product to trigger a zap?

1
ken.a
4 months ago
Fili.Jo
Fili.JoBeginner
asked in How Do I

Send gmail after I sent a specific gmail to the same recipient

Hi, so we have a Short-Term rental that a lot of people ask us the prices for specific days. I reply to their email with my gmail account.We would like to send a reminder to them 2 days after if we can do anything to help them book with us? So we have to be careful not to trigger that zap twice if for example we have several email exchange with that specific person. What would be the flow of zap? Thank.

9
chanelle
5 months ago
J
John561Beginner
asked in How Do I

How do I halt sending an SMS in JustCall when someone cancels or reschedules an appointment in Hubspot?

Hi I’m having an issue with one of my zaps. I’m using hubspot as my crm and justcall as my voip system. When someone books an appointment in hubspot i would like to send text reminders for the upcoming meeting.  The issue i’m having is if someone cancel’s or reschedules a meeting the text for the original meeting will still be sent confusing the attendee. Currently we are scheduling the sms in justcall which there doesn’t seem to be away to cancel a schedule text.  My new idea is to add delay steps in the zap until right before the sms goes out. This would prevent the text from scheduling and hopefully if zapier has the functionality allow me to stop that zap from completing if the meeting cancelled or rescheduled. However I’m not sure how to stop a specific zap and if the system has this functionality. 

2
Trilogy Sound Studio
6 months ago
P
pfriedlBeginner
asked in How Do I

How do you set zap scope variables without the code block?

I’ve got a zap that needs to have customer information set to be used in the zap, and it seems that Zapier has no way to set zap scope variables.I’m currently doing it using a code block and setting them there, but that makes it so the zap can’t be shared, which is another requirement.Any ideas on how to set variables to be used in the zap?

6
SamB
Community Manager
8 months ago
OliverJ
OliverJNew
asked in How Do I

No emails from zapier?

Hello so i just created a zapier account yesterday, and i have tried resetting my password, but i am not getting any email from zapier even though it says it have sent an email to me regarding the password reset. i am using my google workspace email, and i have checked everything ( also the spam folder) but there is simply just no email. i did not get any email when i created the account either.  Thanks for your time 👍

1
Danvers
7 months ago
Audrey graficut
Audrey graficutBeginner
posted in How Do I

How do I create an Invoice in Evolis when there's a new order in Shopify

Je vends sur le site de shopify et souhaiterais que sur Evoliz ca me créer une facture à chaque nouvelle commandeModerator translation to English:I sell on the Shopify site and would like Evoliz to create an invoice for each new order 

2
christina.d
4 months ago
F
FarouqBeginner
asked in How Do I

Why does my uscreen subscription/bundle keep saying it's deprecated?

I was adding a search step on my zap so it can dynamically find the right subscription. However, at some point it kept saying that the uscreen bundle is deprecated. How do I get the updated version?  

2
F
8 months ago
A
amigoNew
asked in How Do I

Trigger when a new video is published to a specific YouTube channel.

Is it possible to add several youtube channels to New Video In Channel for Youtube trigger? Thanks

1
Troy Tessalone
8 months ago
RenuJ
RenuJBeginner
asked in How Do I

Possible to only filter certain issue types on Jira?

Hi TeamI am unable to figure this out - Is it possible to create Zap actions only for certain issue types on Jira account.In my case, there is 1 request type we are accepting on Jira with 3 variants - A/B/C & I want to set a command that only if the selected field says “A” - then create slack channel and not for others.Is it possible to do that? I am unable to figure out such filtering criteria 

2
Troy Tessalone
6 months ago
F
FahadBeginner
asked in How Do I

How to connect a smart speaker via Zapier to send any message

Hey, I want to build few home automations with the help of Zapier.Most things I need is there on Zapier build one of the things I want to do is give alerts via any smart speakers on any device, can we do that in Zapier?I tried to look for Alexa and Google Assistant Zapier actions to do them and they dont seem to exist, is there any workaround I can do for this? 

3
Troy Tessalone
5 months ago
Abstract
AbstractNew
asked in How Do I

Using HubSpot Active List in Zapier

Hi,Zapier currently does not support HubSpot Active List in the New Contact in List app and event trigger. Is there a workaround for this? I have an Active List looking for new contact records based on HubSpot's Type and Date criteria. In the current Zap environment, I will have to rebuild the HubSpot Static list if I want it to move new records that fit the Date filter after certain date criteria. That defeats the purpose of automation. Any help or guidance would be greatly appreciated it. 

1
Troy Tessalone
6 months ago
MaxineDenis
MaxineDenisBeginner
asked in How Do I

OpenPhone Xola

I am trying to connect Xola with my OpenPhone account to send text messages to people who have made new bookings. When I click on the “from” field in the openphone action it pulls up data from Xola, but I want the text to come from my openphone number.

10
ken.a
6 months ago
S
ScottPrestonNew
asked in How Do I

Trigger for all Gmail emails

Hi guys,  I would like to track all of my email (and eventually phone) activity in Notion using Zapier. Can someone please tell me how to create a trigger for anytime I send or receive an email in Gmail? Sorry for the basic question.  Thanks!Scott

2
robschmidt
8 months ago
V
VesnaTinkerer
asked in How Do I

Zapping posts to Youtube community section - workaround ?

Hi, everyone,It seems that feature request for YouTube community posts is already for some time listed for Zapier developers, if more people need this and post feature request for it maybe it gets implemented sooner? https://zapier.com/app/get-help this social part of youtube is trending very much and in the near future it will surely gain popularity among other social networks, I believe. So I'm totally missing this functionality in zaps youtube actions.In the meantime, has anyone got a workaround for it? I wish to post from Google Sheets to Youtube community section but am not familiar in using webhooks or if there is any other workaround?

3
nicksimard
8 months ago
Soyoung
SoyoungNew
asked in How Do I

Skedda - make a separate Zap for each room

Hi,I am building a new system for my small business, I am currently using the Skedda booking system. I am stuck because of a thing which is to make a separate zap for each room. There are 5 rooms and separate lights.I want to turn the light on/off automatically during only the room’s reservation time, but I don’t know how to set this one. I couldn't find how to trigger room 1 to connect light 1, and room 2 to connect light 2...I am not 100% sure but I think I should use “Filter by Zapier” to make a separate Zap. Can anyone explain how I can make a zap for this trigger? Thank you!

11
christina.d
5 months ago
P
Probienes Real EstateBeginner
asked in How Do I

How do I round-robin leads between 3 Pipedrive accounts?

Hey, I'm having a problem with a Zap, I need to set the 1st lead to some pipedrive account, the 2nd lead to another pipedrive account, and the 3rd lead to a different one, and then I need it to star over so they can still get all the leads in that specific order, but everyone is receiving all the leads, I don't know why or what I'm doing wrong.I'm using 3 different Paths and working with Get Value in Storage.Please help me! 

6
Liz_Roberts
Community Manager
7 months ago
acozzrei
acozzreiNew
asked in How Do I

ChatGPT responding to Launch Control messages

Hey all, I’m looking to Zap ChatGPT and Launch Control and have GPT respond to text messages as soon as they come in. Has anything successfully integrated this already?

2
Rachael S
Community Manager
4 months ago
N
NagamanickamBeginner
asked in How Do I

Can we restrict text field

Can we restrict User input in the Normal text field below? Please take a look at the help text, There is some value I mentioned, but I want to restrict the user if the user enters values except these.Is this possible in Zapier?Thanks in advance.

4
C
10 months ago
Janeth Doe
Janeth DoeNew
asked in How Do I

Repost my own Reddit posts to my Twitterr

Hello! I am trying to figure out how to repost all of my Reddit posts to my Twitter account. I'm thinking to use "New Post or Comment Matching Search” event but I can't figure out how to target my own posts. I would want it to function the same way as "New Media Posted in My Account” that shows up on IG events. How can I do that? Thanks

4
SamB
Community Manager
6 months ago
orio195
orio195New
asked in How Do I

Can you choose multiple values for a number field?

Hi, I’m creating a zap with Acuity Scheduling everytime a New Appointment is created.  But I’m running into a problem, which you can see in this screenshot: The Calendar field is a number entry field that wants me to select only one calendar, but I want this trigger to work for every calendar. The next field, Appointment Type, has the same issue, where I want this trigger to work for every Appointment Type. How do I select all values for a number entry field such as this one?   Thank you! 

1
Troy Tessalone
7 months ago
K
knockoffBeginner
asked in How Do I

Auto Generate Charts based on Survey Responses

I have actually posted a similar question to this before. I have changed my criteria slightly, so am wondering if anyone knows an app that can work for me, or if a developer can offer me a custom service. In short, we ask people to complete surveys and in exchange we sum/average their data points and provide feedback for them, i.e. “Your average was 3.4 out of 5. You should do XXX”. Right now, we extract the data from Qualtrics, put it into Excel, generate the chart and insights, PDF and send. Very manual and slow! The experience I want:User completes a survey (Qualtrics - we have paid subscription so can use Zaps) Behind the scenes the numbers are crunched and the chart created. Then the User receives EITHER: An email with a PDF’d report attached that contains charts based on their answers OR They are given a user to our Invision Community platform (we have it connected to Zapier) where they can access charts based on their results   I am willing to pay for apps and services as appro

5
SamB
Community Manager
6 months ago
Tech Pantera
Tech PanteraNew
asked in How Do I

Transfering Recording From Zoom to Drive

Hi there! I'm trying to transfer my Zoom recordings to a shared drive on Google Drive, but the files are being uploaded as a zip file. I need the recordings to maintain their original file extensions in order to share them properly.  

3
chanelle
6 months ago
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