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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.

  • 14,559 Topics
  • 50,300 Replies

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14559 Topics

V
Venky-007New
asked in How Do I

Eventrbrite and facebook Zap is not working as expected

Friends,  There’s a Zap that posts in Facebook when we create an event in eventbrite. What we need the zap to do is 1. Posted by Zapier on to the Facebook page. It just dumps the text and paste as is. Not much options there to make it look nicer. I need to connect with the developer who did this and ask him to make few changes to look nicer.2. We want an event to be create in Facebook page when the event is created in eventbrite. There’s no Zap for that so far. The current Zap posts the event in Facebook .   

2
christina.d
11 months ago
C
CTL.EFNew
asked in How Do I

Halo + Zendesk

Hey, I’m attempting to try and find a way to keep tickets updated between the two platforms? I.e. when an agent updates a public note, it gets synced and updated between the two platforms. However, I can’t seam to get around Zendesk/Zapier only watching a single ticket at a time, I can’t seam to work with a variable or see a way in which, the following is done. Every 10mins → Check for updates on tickets with category of “xxx”  → Update Halo Is anyone aware of a better way this can be done? 

1
shalgrim
11 months ago
F
FidusBeginner
asked in How Do I

How to create task in Asana from ActiveCampaign

Hi,I was creating an automation in ActiveCampaign and I have the following question: at the end of an automation in ActiveCampaign, I would like to automatically create a task in Asana. How is this possible with a Zap? And is it possible to address this task to a specific user (person) in Asana?Thanks in forward!

2
F
11 months ago
H
Herr_FiNew
asked in How Do I

Filtering trigger from Gsheet to Slack message [Unique_Count]

Hello !I'm using a Zap to send an automatic message in Slack once a certain status is triggered in my Gsheet, i.e : Status which represent the status of my prospect engaged in my new outreach campaign.  The problem is that this status has multiple item in my sheet but I only want to keep one item.More concretely I'm sending a message in Slack once a new campaign is launched.But one campaign means more contact in it.I just want to send one message per campaign instead of one message per new contacts enrolled in my campaign.My current filter is set on “only continue if” status = “campaign launched” … But in reality the most accurate filter would be something like “only continue if” status = “unique_count of campaign launched per company” … In the screenshot below, you can see that I get 3 messages because 3 new contacts has been enrolled in the same campaign, but I only want to keep one message.A kind of “Count_UNIQUE” filter … Any idea ?

4
jesse
1 year ago
B
brianTNew
asked in How Do I

Integration of Pico with Viafoura?

I want to connect my pico crm with Viafoura using Zapier.When someone create account on pico, same account will be created for the user in Viafoura.Is it possible in Zapier?

4
jesse
1 year ago
P
PrecisionIBCNew
asked in How Do I

Find or Create Record action for SalesForce does not show up in my dropdown when picking an Event.

@Troy Tessalone  In previous posts, I saw your suggestion to use the Find or Create Record action for SalesForce to prevent creating duplicate records. However, this does not show up in my dropdown when picking an Event. I only see the Find OR Create in two separate actions. Please help!

2
P
1 year ago
A
Anonymous
asked in How Do I

Can you use AND/OR with 'Extract Pattern'?

I’m making a zap where users will send a message in Discord including a time. The zap is meant to find that time and create a calendar event based on it. The only issue is that it’s hard to get people to use the exact correct time format to match the pattern I put in with Python Regex. This is what I currently have to match this format (00:00PM): \d\d:\d\d\w\w I’d like to have this search for multiple patterns: \d\d:\d\d\w\w OR \d:\d\d\w\w OR \d\d:\d\d\s\w\w OR \d\d:\d\d\s\w\w but it doesn’t seem the OR command is working. I would like to know if this is possible and if not, is there a workaround? Thanks!

2
A
1 year ago
H
Harriet H RoseNew
asked in How Do I

Wanting to remove @ from data.

Hi, I am gathering instagram handle’s from a googlesheet.Then using that handle to search in a trello board.However some people put the @ sign before their IG handle… like @harriethrose instead of just harriethrose.This causes issues in the zap finding the card in trello if the card doesn’t have an @ but the row in googlesheets does have an @.Is there a way to modify the data on the spreadsheet row + column to remove an @ sign?Thanks

1
christina.d
11 months ago
I
ianrmNew
asked in How Do I

How can I resend unique webinar join links to Zoom registrants, using the email from the list of registrants?

Hi, Can Zapier access a particular Zoom Webinar in my Zoom account and resend a particular registrant their unique webinar join link using the email in the list of registrants?

1
Troy Tessalone
1 year ago
M
mtsNew
asked in How Do I

How can I get the content of the comments of a finished Basecamp 3 to-do?

Is there any possible Solution for getting the content of the comments of a finished to-do? (My Trigger in Zapier is the fininishing of a specific to-do which is working). Im only getting a “count”(ammount of comments) and a json. URL of the comments. The Trigger “new comment” gets the content of the comment why cant the Trigger “finished a to do/activity” do the same / is there any way to do this? 

1
christina.d
1 year ago
G
gerardogayaBeginner
asked in How Do I

Woocommerce or Memberpress Zoom Integration by specific product

Hi! We are trying to use our community site for different webinars. We use Memberpress and Woocommerce for Memberpress.Is there a way that a specific product or membership triggers a Zoom meeting or webinar registration?Or a way around it with google sheets? Thanks.

7
G
10 months ago
M
mehmetalidemirciNew
asked in How Do I

How do I delay to each tweet before it's sent to Discord?

Hi guys, I have around 30 twitter posts (all in different accounts with different texts). The source is discord. But I post simultaneously to discord right then zaps work and send them all. However I need a delay between them like 1-2 minutesIs there an option to set that run max 5 or 10 zaps per 15 minutes or something like that? 

1
PaulDavidson
1 year ago
E
EdwardfinNew
asked in How Do I

Is there a way to post to my CRM only when the email address is valid?

I’m a newbie and I’m setting up a zap that will come from google sheets go to an email verify program Quick email verification. Then post to a crm. Assuming the email is an invalid email I want all information to post to the crm except the email field. Is there a step or action that I have to take prior to the post action to make sure this happens.  Currently I have trigger step: google sheet; action: verify email; action post.  It is currently posting all emails even if they are wrong.  

3
Troy Tessalone
1 year ago
S
Soroosh AtaeiBeginner
asked in How Do I

Adding Pipedrive contacts at a specific point in the sales funnel to a Blacklist in Apollo

Hi there,  I am trying to add prospects (contacts and/or accounts, might need both) from Pipedrive that are in a specific point in the sales funnel (and further) to a blacklist in Apollo to not reach out to them again.I have understood that there is no sequencing integration for Apollo with Zapier at this moment, but that there is a list for people to be added to, in order to be informed about news - please add me to that, if possible! However, I wanted to understand, if it is possible to add contacts and/or accounts to a specific list in Apollo via Zapier, yet. If yes, I’d politely like to ask for help about that, because I can’t really figure out how that would work, as I have not yet seen any field that is about “lists”.  

3
christina.d
1 year ago
A
AnacreoNew
asked in How Do I

Send email if WooCommerce Order status is old?

I’m looking for a way to have Zapier send a gmail if order(s) are not being shipped within 3 days.Anyone have a good solution for this?

4
Troy Tessalone
1 year ago
G
guynagarNew
asked in How Do I

How do I trigger from tagging someone on Slack to send me an email with the text I write with the tag?

I have an issue that I want that when I tag someone on slack It send me an email with the text that I write with the tag.Can you help me with this?

2
Rachael S
Community Manager
10 months ago
A
Aais75002New
asked in How Do I

Connect Gsheet/Gmail to start to send a series of daily emails

Hi,I would like to use Zapier to send a serie of emails to New Starters, and connecting with Gsheet.For example, on the 8th August, I add the name, email and starting date: 15.08.2022 on a G sheet.From the 15.08.2022, I would like to send 20 emails daily for 4 weeks.I can’t find a way to do that, could you please tell me if it is possible?Thank you! 

2
Danvers
1 year ago
M
mericsonBeginner
asked in How Do I

What is the best practice to avoid 'cycles' in integrations?

What are best practices for avoiding cycles (aka loops or boomerang effect) in Zapier integrations?For illustration purposes I’m going to share scenarios related to two task / issue tracking systems.Scenario 1:Status is changed on a ticket in in System B and needs to be propagated to System A. When the integration updates System A an update has occurred and might trigger a task that would update the original ticket in System B, resulting in a cycle.This scenario seems to have a simple way to avoid the cycle, see that the status in System B already is the same as System A and don’t perform the update.Scenario 2: A comment is added to a ticket in System A and needs to be added to the corresponding ticket in System B. When the integration updates the record in System A that triggers the integration to update the corresponding record in System B.Since comments are additive, the naive approach is just to add the comment to System B.  This would result in a cycle repeatedly adding the commen

2
M
1 year ago
P
Pap1ll0nBeginner
asked in How Do I

Add subscribers to Mailchimp from Airtable, when column in Airtable contains multiple emails

Someone told me I could use Zapier to automate this task. I attempted, but quickly got lost. I have an Airtable tab that has one column for Event, another column for team names (separated by commas) and a third column for member emails (separated by commas). I think I can figure it out if the record has only one name and email in it, but not sure how to navigate with multiple information. Can Zapier be configured to look in specific columns and create new lines for each email (separate them itself)? Will I need another Zapier to first convert AT to Sheets, then from Sheets to MailChimp? Is this making sense?For example: [Airtable]Column 1 (Event) = Wok this WayColumn 2 (Members) = John Doe, Jane DoeColumn 3 (Emails) = johndoe@gmail.com, jane.doe@forest.io I want to be able to add/update two subscribers in Mailchimp: Sub 1johndoe@gmail.com John Doe [tag: Wok this Way] Sub 2jane.doe@forest.io Jane Doe [tag: Wok this Way] Thanks!

7
P
1 year ago
L
Louis ANDRENew
asked in How Do I

How to create a Pipedrive note of an Intercom conversation transcript

Hi ! I am trying to create a zap that will post an Intercom conversation transcript as a note in the relevant Pipedrive deal.So say we have a conversation with a customer in Intercom and the conversation gets closed. I would like that this conversation gets added as a note in the customer’s Pipedrive deal. Any idea how to do this ? Thanks a lot !

1
christina.d
1 year ago
J
jadjugahBeginner
asked in How Do I

How do I create a Jira ticket once ConnetWise ticket reaches certain status

Am creating a Zap, what does the   Specific service ticket filter and project filter means. Am connecting Jira with ConnectWise. I want to create Jira ticket when the ConnectWise ticket gets to a specific status.

1
christina.d
1 year ago
G
Gabriel_zNew
asked in How Do I

Send Quickbooks Online invoice URL for payment

I am able to create and send invoices with QBO but I would like to be able to extract the PAYMENT URL to be able to send directly to the customer through my own portal, instead of having QBO sending an email directly to the customer. 

1
christina.d
1 year ago
A
ACAINBeginner
asked in How Do I

How do I create a search condition to exactly match the Zengine record's project ID?

I am working on setting up what should be a simple zap, but I’m running into a really frustrating issue. What I need to do is send data from a Google Sheet and have that data populate a form in Zengine. The zap should look like this:  Trigger: New or updated record in Google Sheet Find Record in Zengine (using a data field from the Google Sheet) Update Record in ZengineWhere I’m running into issues is with step 2. I need to locate the record based upon a project ID, which is a number field. When I try to enter that, I only get 2 options for number fields:  The problem with this is that I need a search condition that will allow me to search for a number that matches exactly. Using < or > is never going to work for this. But I cannot for the life of me figure out how to force Zapier to search for the exact record or find a workaround. Thoughts?

2
christina.d
1 year ago
N
Nox ExodusNew
asked in How Do I

Is it possible to tweet a message from Discord

HiWhat I want to try and do is have posts from a go live channel, posted by streamcord, to be tweeted. I would like the whole post to be copied and tweeted as this is for a team and the ulr of the streamer will be different each time so i cannot make a generic response. So streamcord posts a go live, the zap then picks up that post and tweets it for me.Is this possible?Thank youNox

3
christina.d
1 year ago
T
thebrochprojectNew
asked in How Do I

What are the benefits of using Zapier instead of the Smartsheet for Salesforce Connector?

Hey everyone,I know you can use Zapier to connect Salesforce to Smartsheet(https://zapier.com/apps/salesforce/integrations/smartsheet)What is the benefit of this over using the Smartsheet for Salesforce Connector?(https://www.smartsheet.com/marketplace/partners/salesforce)Does anyone have experience of the two approaches and can share their insight?thanks!

1
Troy Tessalone
1 year ago
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