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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.

  • 12,172 Topics
  • 42,415 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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12172 Topics

B
Boston_93Beginner
asked in How Do I

How to generate CSV format File

Hello,May be not so complicate but I currently don't find a solution to generate a CSV file before to upload it in a BOX folder.The purpose of my Zap is to retreive quiz result from Quiz Tool , generate a CSV file and Upload it in a specific BOX folder for my LMS to be able to use it for Course status update. The LMS only accept CSV format file . I have no problem to retreive data + upload it to box, but I 'm unable to find a solution to have it in CSV format . I curently use airtable to generate my file but in txt format, I also tried with Google sheet and Excel but never been able to have a CSV format file . I was also unable to find an application to convert or rename it to CSV before box upload. Any idea ?thanks

3
Danvers
Community Manager
3 years ago
J
JocelynBeginner
asked in How Do I

Trigger isn't automatic; I Have to run the zap

Hi there, total newbie here! I created a zap to create a quick event in calendar from a form.  When I run the test the event is created but once I turn it on, it won’t create the events right away.  I have to run the zap for it to look for new entries in the spreadsheet and then schedule the calendar event.  Am I doing something wrong? Thanks! Jocelyn

3
J
3 years ago
G
GlrcomsGemmaBeginner
asked in How Do I

Facebook Pages - Unsupported get Request

I’m having issues with Facebook pages side of things with Zapier. I have been using Zapier for well over a year now, and it has been running these zaps no problems. now and again I have to reconnect my Facebook account but that’s the same with any software.  However last night  had a few Zaps error with the following:  (#2) Service temporarily unavailable Unsupported Get Request And then this morning All of my Zaps were auto shut off by Zapier after getting repeated errors all stating ‘Unsupported Get Request’   About The Zap With my Zaps I am simply triggering when a new Facebook post goes live on a page and then posting it to a different page.   Things I have tried: I have tried to go into the Zaps to see whats going on and it seems to be the trigger thats causing the main issues, it just cant pull any samples stating the same error message. I have tried reconnecting the Facebook account, I have totally removed permissions for Zapier from Facebook, deleting the connection from Zapier

33
Danvers
Community Manager
3 years ago
K
kevpriceNew
asked in How Do I

Zap not triggering from Microsoft To-Do app

No errors appear because the zap simply doesn’t trigger. I managed to get one to successfully trigger by switching off and on the zap but it hasn’t triggered again since and now nothing I do seems to resolve the problem. Any ideas? I suspect support will need to look at the logs to see why.

1
Liz_Roberts
Community Manager
3 years ago
J
JulienLNew
asked in How Do I

Is there a way to export data from a file in a Google Sheet ?

Hi,  Zapier now have a link with WP All Export. I would like to get the exported file from Wordpress into a Google Sheet but I can’t find a way to do it. All I can do is getting the export properties in a Google Sheet, but but the export data.  Is there a way to do that ? Thanks

1
Liz_Roberts
Community Manager
3 years ago
A
AHoranNew
asked in How Do I

Shopify customer reports filtered by tags

I have a customer with a Shopify store who wants deeper customer reporting than Shopify provides - filtering by tags. Shopify doesn’t support this report. Can I make a Zap to build and update this report daily? I’d love to hear from anyone who’s made such a Zap, or a similar one, before I install the Zap app on the customer’s Shopify store and bill for the upgraded premium Zapier plan needed.  

1
Danvers
Community Manager
3 years ago
B
B33Beginner
asked in How Do I

TWITTER list TO FACEBOOK page (NO IMAGE only text)

Twitter List to facebook page, how to get the images across? 

5
Danvers
Community Manager
3 years ago
D
Drew BoothNew
asked in How Do I

Missing Campaigns (Mailchimp)

I’m creating a Zap so when (1) new Subscriber (trigger) is added to an audience in Mailchimp it sends a specific campaign to that new subscribcer. Is the automation done within Zap or within the Mailchimp application? 

1
Danvers
Community Manager
3 years ago
M
MotrinNew
asked in How Do I

Slack auto response to message in Private channel thread

Is there a Zap for: see a message (key word) in a private channel then auto responding within a thread  (or starting a thread) to that message from my personal account with a set response?    I know slackbot can do this with keywords but I want to do this with my personal account and have the message show coming from me in a thread. Not sure if Zapier is capable of this.    edit: I was able to make a custom Zap Slack formula for this and it works great. However, it keep responding non-stop with my set canned response...instead of only replying once. I have to turn off the Zap for it to stop responding. 

1
Danvers
Community Manager
3 years ago
J
jlevi
posted in How Do I

Feedback on the new field mapping UI

For a while, now, I've felt like each subsequent change has made the product worse, but they've all been tolerable. I've been able to get used to them.But this one... this is just awful. I'm sorry. It doesn't work on Safari at all. It's extremely crowded, cramped, and unpleasant to use. It requires multiple clicks to get to what I want ("load more" if you want anything but 1-2 options)It makes it impossible to put in TRUE custom valuesIt's slow loadingI'm not one for whining, but this makes the product honestly unusable.In one update, you've taken creating and modifying Zaps from being one of my FAVORITE things to do in my business, to one of my least favorite ones.Please, please, switch it back immediately. Power users cannot use the product like this.

10
thomi
3 years ago
A
Anonymous
posted in How Do I

notification via mail

i would like to know if there is a way to receive the notification in different mails….. they all show up on my gmail account all inside one same mail… each notification below the other

3
AndrewJDavison_Luhhu
3 years ago
S
skylynNew
asked in How Do I

Zap not working from Outlook -> gCal Calendars' Integration

Error message in attachment described.  - Issue : Zapier for the reasonings in the red block in this provided image; I worked with and through google calendar customer service, and there was no information on what to do in order to make this zap successful and happening.    I would so appreciate your help!  All the best and most blessings to you, Hun

1
AndrewJDavison_Luhhu
3 years ago
J
Jonathan2208New
asked in How Do I

Sending email with pdf attachment

Hi everybody, I would like to send by email the Googledocs generated by my zap in pdf version, can you help me please ?   This is my zap :  1- Webhook => catch hook 2- Google Sheets => Create Spreadsheet Row 3- Google Docs => Create Documents from template 4- Gmail => Send Email   All the zap work very well but I can’t attach my Googledocs.   Jonathan

1
AndrewJDavison_Luhhu
3 years ago
A
Allen KimNew
asked in How Do I

Why did the date change when update to google calendar from google sheet?

I set the Zap which is create the event to google calendar from google sheet. It change the date data as below.     What is the problem and how can I resolve this issue?

1
AndrewJDavison_Luhhu
3 years ago
Y
yassrine2New
asked in How Do I

typeform and gmail integration

Hi I have a typeform form with an email field. I would like to associate the value of the field each time it’s filled from a user, to send her/him an email for welcome.   Many thanks

1
AndrewJDavison_Luhhu
3 years ago
A
A.WritiqueBeginner
asked in How Do I

Dubsado/Clickup

I have an online resume writing service and am finding ways to streamline business processes.    Any zaps that have been particularly helpful for Dubsado/Clickup users?   Also, is there a Zap that will update an existing Clickup task with a comment if a form is completed and submitted within Dubsado? I’d love to know when a client completes their questionnaire without having to manually check.    Could you advise?

1
Liz_Roberts
Community Manager
3 years ago
T
threelimepinesBeginner
asked in How Do I

Google Sheet or Airtable to Pinterest

I’m wanting to create a library of posts that can automatically be reposed on a daily basis to Pinterest. I’m thinking to try and do this with Google Sheets or Airtable, posting to Pinterest. Is this the best way to accomplish this? Do you have any ideas for what would be needed in this funnel for the automation to go down the list, and then repeat with posting? 

3
T
3 years ago
T
threelimepinesBeginner
asked in How Do I

Instagram to Google Sheet - Meta Data

I would like to be able to automatically collect data from my social media channels into a spread sheet for my monthly review. Is there a way that I can capture the meta data (followers, following, posts) from Instagram and have it automatically create a new line in a Google Sheet for that month?

2
T
3 years ago
G
gvzuilenBeginner
asked in How Do I

Google sheets that auto updates everyday

Hi all, I set up an integration between Pipedrive and Google sheets. It works well and I get all the information I want. However, I would like to populate the rows when we add new information to Pipedrive. Is there a way to auto update the Google Sheet every day or everytime a record gets updated in Pipedrive?   I know the existence of the ‘find or create row’ but I’m looking for a solution that updates the row in Google Sheet when add new information to Pipedrive.   Hopefully someone here can help me and point me in the right direction.   Thanks, Gerben

3
Danvers
Community Manager
3 years ago
I
IgniteMarketingBeginner
asked in How Do I

Manage/Edit Multiple Zaps?

One thing that has always frustrated me with Zapier is that, using the list of Zaps, I cannot open the Zaps in a new tab using middle-click like you can with almost any link on the web.   Also, it’s frustrating that the list of connected accounts doesn’t show you what zaps are being using by that particular account.   We had a staff member, and the Facebook Lead Gen zaps were connected to her account. We need to update them, but without some way to easily open all of the associated zaps, or even just to open all of the zaps using Facebook from the main screen, it’s nearly impossible to systematically update all of the zaps.   Anyone have suggestions?

5
Danvers
Community Manager
3 years ago
S
suhardiyanNew
asked in How Do I

Redmine to Zoho Desk Update Status Integration

Hi, I still working on integration ZohoDesk + Redmine with Zapier.. When I create ticket in ZohoDesk, then Redmine will create task (Succeded) And when I updated status task in Redmine, it doesnt affect in ZohoDesk ticket.. Any solution for this? I want, When I update status task in Redmine, ZohoDesk status ticket will update too

1
Liz_Roberts
Community Manager
3 years ago
L
LewisWatersBeginner
asked in How Do I

Not finding iauditor template

Hi, When using audit completion in iauditor as a trigger, zapier is not always finding the template I want to use. It says it finds the 20 most recently used templates; however this isn’t always the case. I have just completed multiple inspections on a template and it is not finding it. Furthermore, it is not allowing me to search by template id like it did previously. The new layout looks like this when I choose “ custom”. Previously choosing custom prompted you to enter a template id, this is not an option any more. Please help?  

2
Danvers
Community Manager
3 years ago
K
KermitGManBeginner
asked in How Do I

Asana * Zapier Integration

I am wanting to synchronize ZenDesk tickets with Asana tasks, and Zapier looked like the perfect solution, but so far, the results are disappointing.  I am new to Zapier, and wondering if anyone else has experience with this, if perhaps I am missing something (or if Zapier just isn’t the right tool for the). ZenDesk => Asana I was able to get a new ZenDesk ticket to create a new Asana task, but the only information copied to Asana is the Task/Ticket title.  is there any way to get the description or other fields to copy over? I don’t see a way to link my ZenDesk ticket to an Asana task, such that the Asana task is updated or closed when the same happens in ZenDesk.  is there a way to do this? (I can create a new zap for a given ZenDesk ticket triggered on a ZenDesk “Action” on that ticket, but that would mean adding a zap manually for each new ZenDesk ticket, which is unmanageable.) Only 2 of my 10 or so ZenDesk Views are visible in the Zap setup.  Is there a trick to making the re

3
steph.n
3 years ago
R
raininstantpayNew
asked in How Do I

How can I get Jotform and Hubspot to work with Hubspot IDs?

My eyes are getting blurry from trying to figure this out and staring at my computer for so long.  I hope I’m just having a dumb moment and someone can help.  I’m trying to integrate Jotform to Hubspot through Zapier so that when a form is submitted through JotForm, the related Hubspot Deal is updated.  However, Zapier requires a “Deal ID” field.  Since we’re asking clients to submit these JotForms to provide us with our information, they don’t know their “Deal ID.” The “Deal ID” field is required...is there a way around this? 

1
Danvers
Community Manager
3 years ago
D
droskillBeginner
asked in How Do I

Salesforce - dealing with leads and contacts

So I’m trying to run a zap to update contact information from a webinar app called LiveStorm. Here’s the problem I’m running into: it is possible that the person being added is already in Salesforce. And, to make matters more complicated, they could be either a Lead or a Contact. Anybody else ever deal with this situation? I currently use email address to find the Lead in Salesforce and then create one if they don’t exist, but I don’t know what to do if the person exists in Salesforce but was converted to a Contact. Any thoughts appreciated!

1
Danvers
Community Manager
3 years ago
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