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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.

  • 17,269 Topics
  • 58,613 Replies

5 Common Mistakes to Avoid when Using Zapier

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Video

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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17269 Topics

E
Eyal
asked in How Do I

Gravity Forms Connection error

Hello,I keep getting Base URL invalid when try to connect Gravity forms app (Auth 2.0)

68
SamB
Community Manager
2 years ago
V
vdelafuente
asked in How Do I

Zoho Mail incorrectly counted as premium app - “Your plan only allows 3 Premium apps” activation error

I have a setup with the following apps:zoho mail: non premium  linkedin: premium facebook: premiumand I added MS Dynamics (premium) but I can’t activate the zap because it says that my plan only allows 3 premium apps…  any idea what’s going on or how to solve it?    

5
SamB
Community Manager
2 years ago
D
Dustin GurleyNew
asked in How Do I

How to mirror changes in one Google Sheets spreadsheet to another?

I have duplicated a Google sheets sheet (Sheet A) to another Google sheets sheet (Sheet B). I am trying to duplicate any changes in Sheet A to Sheet B. This seems like it would be super easy but I am running into issues. I am able to update a single row or copy a new sheet upon changes but I just want to simply Mirror Sheet A to Sheet B. Will someone provide a link or a provide a guide?Thank you. 

4
D
2 years ago
L
laneyeavlyBeginner
asked in How Do I

Acuity Scheduling appointments not added into Monday.com - “invalid value” error

Hi, I've been trying to setup this integration appointment scheduled in acuity scheduling > create new item in monday.com. After entering the column values in the fields to the left, and entering in the information that I need in JSON format in the right fields. After I’ve setup the zap and test it out, I either get an error message that says “invalid value” or the item is never created. I’ve contacted the Zapier team and the Monday.com team and neither have been helpful. I’m hoping someone from this community can help! Thanks

7
Troy Tessalone
2 years ago
M
Minoru NemotoNew
asked in How Do I

Freshping “JSON results array could not be loaded” error

There was an update in Freshping on 2021/08/17 and the payload of the webhook was changed to v2.I don't know if this is the cause, but I can't create an Integration with Freshping as the trigger.The following error is displayed. Are there any plans to support this issue?

2
M
2 years ago
J
Joseph.wintersBeginner
asked in How Do I

Kixie Send SMS “Cannot read property 'length' of null” error

I am receiving the following error in my Send SMS through Kixie step. It’ started out of nowhere and is now affecting all 30+ of my zaps I use this feature on. any help would be great.  it says “successful” however, nothing actually goes through. I reached out to kixie, they had their support do a screen share and they said its not a problem on their end, had no clue what could be the issue.   TypeErrorerrorMessageCannot read property 'length' of nulltrace1TypeError: Cannot read property 'length' of null2at Query.<anonymous> (/var/task/SendSmsApi.js:475:31)3at Query.<anonymous> (/opt/nodejs/node_modules/mysql/lib/Connection.js:526:10)4at Query._callback (/opt/nodejs/node_modules/mysql/lib/Connection.js:488:16)5at Query.Sequence.end (/opt/nodejs/node_modules/mysql/lib/protocol/sequences/Sequence.js:83:24)6at Query._handleFinalResultPacket (/opt/nodejs/node_modules/mysql/lib/protocol/sequences/Query.js:149:8)7at Query.OkPacket (/opt/nodejs/node_modules/mysql/lib/protocol/sequ

2
J
2 years ago
G
GM-AxiellBeginner
asked in How Do I

How to automate new and updated leads and opportunities between Dynamics and SharpSpring?

Hello, I’m looking to see if anyone in this community has used Zapier to connect Dynamics CRM and Sharpspring marketing automation platform. I’m looking for help putting together my Zaps to bring data between the platforms and would love to connect with individuals who have experience doing this. I’m looking to: Send new leads from Sharpspring into Dynamics  Update leads in Sharpspring as sales members contact them and update them in Dynamics Send new opportunities from Dynamics into Sharpspring Update opportunities in Sharpspring as they progress through Dynamics Please let me know, thanks! 

1
Troy Tessalone
2 years ago
D
Diego0_12New
asked in How Do I

How to bill my company for the Starter Plan subscription?

Hello, I nee ur help because recently i´ve paid de Starter Plan Subscription for my company and I need to bill them. Did anybody knows how can i ask for? Thanks

3
Troy Tessalone
2 years ago
A
a.savchenkoNew
asked in How Do I

Zap not transferring all data from Notion to amoCRM

Hello everyone!Im in dare need of any kind of asistance or advice. My zap does not really work well: https://zapier.com/shared/81ec85cee07dcb82530d2211a6d44bad8d47fcc5I tried to syncronize my Notion and amoCRM databases. However each time zap runs it does not really transfer all the data I require. There is no visible pattern of why Zapier cuts it.Does anyone have any experience in making Notion + amo zaps?

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

Discord “Invalid Webhook Token” error

HelloI’m gonna integrate confluence cloud and discord.But I’m getting this error every time.message: Invalid Webhook Tokencode: 50027Please help me.Thanks.

1
Troy Tessalone
2 years ago
O
olivierBeginner
asked in How Do I

Images from Airtable not appearing on Linkedin posts?

Hello, I can't post the images from my airtable on a linkedin account. Is it possible?

4
Troy Tessalone
2 years ago
K
KPetersenNew
asked in How Do I

How to create Excel file from template?

Hi all, I’m testing Zapier to connect GoCanvas (form builder app) and Excel online.  The goal is each time a submission is received it will create a new Excel file based on a pre-formatted template with unique file name. So far I’ve successfully achieved creating a new Excel file and unique name, but I can’t figure out how to get any sort of auto formatting or template happening.  The template would have a job summary section at the top where it details client name, address etc which would populate from certain fields and then a table below where inventory items are listed, populating from other fields. Is this something I can do with Zapier, or should I be looking to something like Power Automate in 365 to perform the formatting step? Thanks in advance for reading!

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

How to automatically delete entire spreadsheet with Google Sheets?

I ahave been workin on this for a while, The idea is to export the order (.xls) from woocommerce to google sheet daily.I want to export this daily. Meaning, there will be new tabs created everyday for daily export sheet.Example: on 15th August, zapier will automatically export the excell order sheet from woocommerce and import it to google sheets under a single tab. On the 16th August, the same process will happen but i want zapier to import the order sheet onto a new tab. Therefore, by the end of the month, i will have 1 tab for each day (1 tab for 1 order sheet daily)I have figured out a way to go around this. 1. At 12:05 am, zapier will export the order sheets (from woocommerce) into google spreadsheet(secondary).2. Then, zapier will copy the whole spreadsheet onto the another google spreadsheet(main). this google spreadsheet(main) is created so that zapier can create new tabs daily in that spreadsheet.3. The next day, zapier will go through the whole process but when it comes to th

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

Gong not supplying Account Crm Ids to Salesforce - search value always empty

Hi!I try to do integration between Gong to Salesforce and I’m not sure if this is correct:I want to map the account id  from Gong to Salesforce, but when I do tests - the search value is empty Also, I want to find the specific contact - and I see this option, but the search value is also empty:   

1
robschmidt
2 years ago
H
hbhickmanNew
asked in How Do I

Dynamics 9.1 Version Compatibility

When is Zapier going to release an API that works with Dynamics 9.1 or greater. Version 9.0 hasn’t been in use for almost two years and this is one of the most used CRM/ISV solutions on the market today. 

11
SamB
Community Manager
2 years ago
J
Jon MurphyBeginner
asked in How Do I

Possible to trigger when QuickBooks Chart of Accounts and Vendors are updated?

Is there a way to have Chart of Accounts and Vendors on Quickbooks be triggered on an update instead of only a creation? From the testing I’ve done, it seems like only creations set off the trigger

3
SamB
Community Manager
2 years ago
A
ArtnerdNew
asked in How Do I

If an image posted in Discord channel how to automatically respond with message?

I'm trying to make a Zap that will respond when an image is posted in the channel. I tried doing this by using filter by zapier;Attachments - (text) contains - .jpgAlso tried Content instead of attachment as first field. Ideally, I'd want it to respond only if it's an image posted by a specific user, but I figured I should first make this work.

1
SamB
Community Manager
2 years ago
J
jbueskingNew
asked in How Do I

Possible to move Google Drive folder?

Hi all!New to Zapier, really like what I’m seeing.I’m looking for a way to move google drive folders. I see it’s not an option yet.Wondering if anyone has a work around or suggestion on how to make what I need happen.I use pipedrive crm and when a new deal is added it triggers the google drive action of creating a folder with the deal id - customer name for structure. I have been doing this manually for about 7 years. Earlier this year I started having power automate from Microsoft do it automatically and was the best thing since sliced bread.Now I’m seeing zapier is much more powerful for my other apps and I’m switching.So on to my question.I have all my deals organized in folders by the year. So each year the folder has about 300 sub folders for each deal that came my way. Not all sell and I mark them lost in my pipedrive crm.I would like when I mark the deal lost in pipedrive it moves that deals folder to an archive. This way in my sales folder it only stays with either active or wo

6
SamB
Community Manager
2 years ago
J
Jason(NLLMKK)Beginner
asked in How Do I

Dynamically select a Google Calendar based on input text

When working with Google Calendar, I am currently using a Conditionally Run (Path) by Zapier to essentially choose which calendar edit. Since the only difference between these paths is which calendar gets searched/updated and I have more than three calendars (and thus don’t want to have to manage a tree of branching paths to reach every calendar, I would like to select a calendar by matching text in the name.I tried to use Formatter by Zappier to extract the appropriate Calendar name from input text, which worked fine.I then tried, in the field where you select which calendar, to choose the formatted text under the custom tab, but this doesn’t work (errors even though I tried with multiple calendar and verified the text).Is there a way I’m not seeing to dynamically search/match which google calender based on given text without relying on the “Conditionally Run …” / “Path” feature?

6
SamB
Community Manager
2 years ago
C
cinnamonashesBeginner
asked in How Do I

YouTube New Video trigger won't pull sample

Hey! Im trying to test trigger and does not work. I use the USER ID as Username.I have read the Common Problems with YouTube doc but still does not work.What can I do? 

11
christina.d
2 years ago
D
Daniel MalsjoNew
asked in How Do I

How to change data being sent from Facebook Lead Ads to Google Sheets?

HiI have created a Zap from Facebook lead to google sheet, when I did this I selected only a few of the colums to be shown. Now I want to change it so more colums/data is being shown in google sheet.How do I change this? Thanks a lot // aka Beginner  

1
Troy Tessalone
2 years ago
L
lpy206New
asked in How Do I

How can you sync files added in Box folder to Frame.io?

I have a trigger set up that when I create a folder in BOX, it also creates it in Frame.io with the same name. How can I add a new trigger that when a file is added to that BOX folder, it also syncs inside Frame.io? Is this a function that I can only get with a paid plan? Thanks in advance!

1
Troy Tessalone
2 years ago
G
GivethNew
asked in How Do I

Typeform to Github integration

I am attempting to create a typeform to gihub zap.When someone submits the typeform, Zapier creates an issue in my organizations repo.When I create and test the zap i get this:  And when I click troubleshoot, i get this:  I have looked in the Github documents about creating issues here: https://docs.github.com/en/rest/reference/issuesAnd when I check my repo, I can see that issues are enabled under the features section.Any idea what could be causing this error and how I might be able to correct it?Thanks in Advance

6
christina.d
2 years ago
K
kjonesBeginner
asked in How Do I

Airtable splitting multi select field responses on the comma

I’m using Zapier to send survey responses from Alchemer to Airtable. To help with filtering in Airtable, I match each question type to the corresponding field/column type in Airtable; so a likert scale (or other radio button question) is mapped to a single-select field, a checkbox question is mapped to a multi-select field/column, and open-text questions are mapped to single/long text field/column types. My survey makes heavy use of ‘Other - write in’ fields, especially in the context of multi-select (checkbox) questions. Commas are often included in these write-in fields, either by survey respondents or by Alchemer in how it formats data. However, Zapier appears to be seeing the commas and using them to break apart individual responses into smaller pieces that then get entered into Airtable incorrectly. For example, if someone writes in “Planes, trains, and automobiles” into the “Other - write in” option of a checkbox question, instead of the response “Other - write in, Planes, trains

6
christina.d
2 years ago
L
LoveleenNew
asked in How Do I

Zaps disappeared and account plan changed

Hi,  I logged into Zapier and found that all my previous zaps disappeared and my account went back to professional trial from paid. I saw the other community post, but the solution didn’t work in my case. I also can’t see the history for previous zaps that I created. Can anyone please let me know what could be the issue here? 

4
L
2 years ago
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