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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.

  • 15,376 Topics
  • 53,035 Replies

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15376 Topics

J
jeffrebNew
asked in How Do I

ERROR - Trying to connect new AC contant to EZtexting.

Hey ladies and gents, I’m getting this error with my zap connecting new contacts to send them a message on EZTexting. Here are the details: https://www.loom.com/share/3c934857ca2f4181b66204971195422c

1
Troy Tessalone
2 years ago
N
nhloc214New
asked in How Do I

Cannot get the sender's name from Facebook to Odoo Self Hosting

Hi team,I am using CRM in Odoo self hosting and integrate with FB via Zapier to create leads in Odoo.First of all, I configured to get the Last Name and First Name of sender from Facebook Messenger.Configure in ZapierHowever, I face the issue that Odoo when Odoo syncs message from Messenger to be Lead in Odoo that there is not any Contact Name.Messages from MessengerSync messages to be Leads in Odoo without Contact NameDid I forget any configuration ? Please help. Appreciated !Loc 

1
Liz_Roberts
2 years ago
K
Kazoo2Beginner
asked in How Do I

Get a piece of data from a spreadsheet to use in a Zap

Hi! This is my first post and I’m a total Zapier newbie. Hope this isn’t an extremely dumb question!I’m using Zapier & Google Sheets to automate my kid’s allowance tracking. He gets a certain amount each week, and I’m using Zapier to add a row to a sheet w/ that amount. BUT I’d rather not hard-code the amount in Zapier, but rather grab it from a cell in a different sheet. I can’t figure out how to grab a piece of data from a sheet and then use it in my “add row” action.Thank you!

2
Liz_Roberts
2 years ago
A
AmandaAdamaBeginner
asked in How Do I

Xero Invoice with Tracking Categories

So I have the Xero plug in and all the things.  Right now, it creates the invoice, but I still have to go in an adjust the tracking category and the account.I was playing around with one of the Filters …. and I could maybe Extract the tracking cat from the item name, but I would need to filter out the other words … Or … maybe I could create a path…. where if the item has this name in the title it would have this tracking cat … or … maybe I should have different zaps for each cat …. seems excessive though.This seems to be something very simple, but I’m just too new to figure it out.  Can someone point me in the right direction?

2
Liz_Roberts
2 years ago
sardamit
sardamitBeginner
asked in How Do I

Writing multiple records to an Airtable Base

How can I write all line items in an order to an Airtable base? Imagine a Shopify Order that contains multiple line items.I want to write all these line items to an Airtable base with each line item on its own line. Any insights are highly appreciated.

4
andywingrave
2 years ago
P
Paola SernaBeginner
asked in How Do I

Change name of file attached through URL in gmail

Hi Everyone!I have completed my zap of sending an email through a triggered event.  I mangaed to attach my pdf fil through a google drive URL.  However the received email has an attahced file with no title “ Attached file without title.pdf”. I can open the pdf file but would like to change the name. Any suggestions? Thank you very much!!! Paola Serna 

2
andywingrave
2 years ago
C
charlie_tearunnersNew
posted in How Do I

Shopify order to google sheet

Hey @hereI want to export Shopify order to google sheet and I had already exported some data of Shopify order(https://prnt.sc/vvrgon). But now I want to export some other data into the google sheet.https://prnt.sc/vxceht / https://prnt.sc/vob1y6.Thank you

1
andywingrave
2 years ago
C
carsonYBeginner
asked in How Do I

Control Message on Email when sending QuickBooks Invoice

Using the QuickBooks integration with Zapier has been very easy and effective for the most part! When I use the step to “Create Invoice” there is an option to control the ‘Message Displayed on Invoice’ or the ‘Message Displayed on Statement’  Unfortunately, neither of those are the field used as the email body when sending invoices. The action to “Send Invoice” does not pull in that message displayed on invoice, nor does it allow me to enter the message that should be seen as the email body when actually sending to the customer.  Is there a way/where can I control that email content as part of this automation?  I know I can set a default email message within QB directly, but that doesn’t work because we have three separate invoices that go out in our process. We want different wording to be used when the initial deposit invoice gets triggered, and again different for the other two subsequent emails that get triggered to go out automatically. Any help would be appreciated.

1
AndrewJDavison_Luhhu
2 years ago
bubba198
bubba198Tinkerer
asked in How Do I

Access to on-prem SQL server

Hi everyone,Does Zapier have a way to access on-prem SQL servers? The current function expects a cloud-based SQL with direct IP connectivity but clearly that wouldn’t work for on-prem boxes.I am looking to a similar mechanics to what Azure/PowerBI does with on-prem database gateway (running on an on-prem VM of course) in order to tap into SQL servers which are not exposed to the public Internet.Any feedback and ideas will be appreciated. I know I can replicate on-prem tables to Azure Synapse Analytics and/or Azure SQL Data Warehouse and then hit it from Zapier using the stock SQL access function but that’s not the kind of workaround I am looking for :)Thank you everyone~B

1
AndrewJDavison_Luhhu
2 years ago
A
AshleyMorrisBeginner
asked in How Do I

Salesforce Files object instead of attachment

Hello,  I have been able to attach file to a Salesforce record using Zapier, but as Salesforce are moving away from the the Attachment record in favour of the Lightning Files Object, does any one have any experience in getting that to work.  We use all Lighting screens where possible. If not I may have to move them over inside Salesforce using Flow, but that stops me from mailing a direct link to the file within the same Zap.

1
AndrewJDavison_Luhhu
2 years ago
M
mapperkidsNew
asked in How Do I

Authorization setup for AUTH0

Hi, Our API is authorize through AUTH0,  any idea how to setup the authorization in Zapier for AUTH0?Which authorization setting I should pick and how to setup. I’m stuck, I don’t think I can continue the project without figure out this part first. Any idea and pointer will be really appreciated! Thanks,

1
AndrewJDavison_Luhhu
2 years ago
A
AllehaBeginner
asked in How Do I

Post photo from Instagram to Wordpress

Hello everyone!I read the instructions and this community, but couldn't figure out what I was doing wrong...I want to create a new post in Worpress if there is a new one in Instagram.I connected zap to Instagram and Wordpress. But when I tested zap trigger - post in Wordpress is created normally, but it does not have a photo from instagram. I indicate in the Featured Media Media link, but in Wordpress this photo absent.So I have a question: How do I make a photo upload to this post as a post image?I tried to indicate in the Featured Media Media link but nothing happens. I tried creating another ZAP trigger - Upload Media in WordPress.In the File field I specify the Media Url, but an error is returned during testing: "The media could not be sent to WordPress.WordPress ran into an issue. Error code 500: Sorry, this file type is not allowed for security reasons."Please tell me what I'm doing wrong and how do I make that my created post in Wordpress was set to an image from instagram?

4
I
2 years ago
andywingrave
andywingraveZapier Expert
asked in How Do I

Connecting to Google Drive/Sheets "The app returned "Shared drive not found: My Google Drive"."

Hello! I’m tired, and I’m getting this error that I’ve never seen before when trying to use Google Sheets or Drive. The app returned "Shared drive not found: My Google Drive". Weirdly Google docs is working completely fine. Anyone got any ideas, or is this one for support? I can’t Google this any longer

11
1
2 years ago
B
BertBeginner
asked in How Do I

IP Address Look Up

Can you tell me how to look up an IP address from a Zapier Webhook? We generate leads and send them to our buyers via a ping post system and it wants an IP address.

4
ikbelkirasan
2 years ago
B
BFish87New
asked in How Do I

Catch Hook Grab an Image and Upload to Google Drive

Hi everyone, This one is a bit of my league and I have spent a lot of time looking through Google searches and striking out. I am running a Catch Hook from a system called Kissflow Digital Workplace (for anyone who uses it. It is sending the data to my Zap fine. Below is an example of the test data.  It’s pretty easy I want to take where it says Bush, grab the file and send it to Google Drive. Anyone who could help would help solve what has been a 3 day long nonstop strikeout and I would be greatly-greatly appreciated!!!

2
nicksimard
2 years ago
K
KelvymNew
asked in How Do I

Zap error even with error handling

I have a rest API that I use with my zap. All of my functions are POST’s that returns something like that, for exemple: response.setStatus(HttpServletResponse.SC_UNAUTHORIZED);return;This one returns a 401 status code as a response, but I still having error on my zap. Also the 200 code status give me the same error.

2
nicksimard
2 years ago
B
bdsteele34Beginner
asked in How Do I

Zap wont turn on, keep getting this error - The app returned "Invalid query.".

I’m creating a zap to go from GiveWP to Google Sheet. Setup seems fine, testing does create a new spreadsheet row just fine. But every time I try to turn on the zap i get this error -  The app returned "Invalid query.".

6
nicksimard
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
J
Julie HoodBeginner
asked in How Do I

Is there a way to know if a zap will be paid or free?

Is there a way to know if a zap will need to be paid BEFORE it’s completely created?(I created one earlier this week - went to all the work of setting it up - and then at the end it told me we had to upgrade to another plan.)Thanks!

6
adamsmartschan
2 years ago
jbrains
jbrainsBeginner
asked in How Do I

Generating a password for new Zoom meetings

I’d like to create a Zoom meeting with a password as an action. I can do this, but I would prefer not to hardcode a fixed password for every meeting that I create; I would rather generate a password for each new meeting.I don’t know the library of Zapier code-like actions very well, so if one of you knows off the top of your head, which tools are available to me to do this? I suppose I can just write it directly in Python; what other options might exist?Thanks.

9
Liz_Roberts
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
R
rgeromegnaceBeginner
asked in How Do I

Cannot display Trello comment attachment image in Facebook Page

Hello,I create the following ZAP:trigger: Card Move to list in trello action: Date Time => to format a date in my trello custom field (i.e start date) action: Date Time => to format a date in my trello custom field (i.e end date) action: Create Page Post in Facebook Pages => i select some field in my trello card to display as  a post in facebookMy problem occur in step 4. I cannot find a way to get the image url that i put in one comment of my trello card. Anybody can help me?

4
R
2 years ago
J
JakeatGrantMeBuilder
asked in How Do I

Solution for Automating Exports from HubSpot?

Hi there, A team member is looking to automate exports of HubSpot deals into Google Sheets on a monthly basis.I presently don’t see a solution for this given the existing action steps with the HubSpot app. Reaching out to you smart Zapier kids for any ideas/advice on this! Thanks in advance for your support!

4
J
2 years ago
C
CuentasOKBeginner
asked in How Do I

Trying to use Google Calendar to overcome Calendly - Pipedrive limitations

So we're trying to connect Calendly and Pipedrive with Zapier, so whenever a new event is created, a person and a deal are added to Pipedrive.  The problem we're having is that Calendly only trigger the zap when a new invitee is created but we have two different calendars and two different funnels, but in Zapier there’s no distinction between them, it just sees a new invitee and it goes to the first funnel.  I'm trying to overcome this setting up a zap between Google Calendar and Pipedrive so whenever a new event is added I can create a person in Pipedrive but I am having trouble figuring out which field in the event created I can use to create the person, specifically the name and email of the person because when I’m trying to set things up, the options in Zapier includes name and emails of both people attneding the event, the creator/organizer (me) and the invitee (the person that I want to add to Pipedrive). Does anyone know anything about this or have you ever tried or have any tip

4
C
2 years ago
T
ted_445Beginner
asked in How Do I

Transfer data from BigQuery to SQL Server

Hi All,I’m looking for a way to transfer data from Google BigQuery to an SQL Server database. Is that achievable with Zapier? I signed up for the 14-day trial and when I go to create a new Zap the only options I see are to create or update a row in SQL Server but not copy table or query results or anything of that sort.Thank you!

2
T
2 years ago
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