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.
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Hi - Intercom’s native integration to Salesforce only allows for 1 record type. We have 2 that could originate from Intercom. I’m trying to filter a Zap by the tag added to an Intercom conversation. It looks like this has been an outstanding request with Intercom for a while based on these two posts below. Is there any update?
I am trying to get the data from smartsheet to the Xero Bill. And when trying to select a field for a attachment in Xero bill, I cant find the column/data where the attachment is stored in smartsheet. Attachment in smartsheet is in the Attachment column with a paper clip icon. Is there a way to add attachment from smartsheet to Xero bill, using zapier? Thanks
Hello community, I am running a businnes where I need to post content on social media on a daily basis. I currently use facebook business suite to manage and schedule upcoming post, however, I think this could be more effective if I could integrate zapier to my clickup account, so whenever a task reaches its duedate it would automatically post both on facebook and instagram. Does anyone know how this would work? and how would I need to write my tasks so zapier understands what goes where? Thank you :)
I want to collect phone numbers on a thank you page using lead page and add them to Keap, for an evergreen webinar. Then have a Zap that sends their details to a SMS platform like clicksend or Twillo. At the same time i want to have a Zap from Demio (automated webinar software) that sends the timing of the webinar registered to Twillo or clicksend, so when it comes time for the reminder SMS it knows when to send. Is that possible? **Yes i can collect the number directly through demio, however i want to do it on the thank you page not in the embedded form.
Hi,for a better sales experience i want to connect GoCardless with my accounting software Lexoffice. Here is the workflow i trying to achieve:1. I send the client a GoCardless paylink2. They fill out the form3. the client receives the invoice by email (send wtih Lexoffice)Thanks,Mark
Hi,I’ve created a Zap that creates a G calendar event for every new Evernote reminder.I also read Amend Google Calendar event title when amend Evernote note title, which 11 months ago said this feature has been requested.My questions are,How can I find the status of this feature request? Is there a way that Zapier can modify my G cal event time when the corresponding Evernote reminder time is modified? Can Zapier remove events from my G cal when the corresponding EN reminder is marked done? Do I need to request #2 or #3? Generally, it seems that Zapier is quite limited. Can’t use Zapier’s EN triggers to trigger events in EN itself, only in other apps; I apparently need to change something in EN to cause a Zap to fire, there’s no way to have Zapier just check every so often and then do something, is there?
So as we know zapier doesn’t have a MindBody integration set up, but they suggested I ask here to see if anyone has set up a custom integration before (with web hooks? or something like that)? Please let me know if anyone is out there with experience in this with MindBody specifically :) Needs Details:I use MondBody for most of my gym business, but for marketing I have facebook ads pointing to a ClickFunnel Landing Page to collect basic info, then a second page with an Acuity appointment calendar to book an apt if the prospect wants. I have a bunch of Zaps connecting all this to a sales call list on Google sheet / UpLaunch for drip marketing as well etc.. but that’s besides the point, this all works great but is a separate schedule and system from MindBody for my sales staff.So, enter Messenger[ai], formerly Bowtie, https://www.mindbodyonline.com/business/fitness-software/messenger-ai who has been bought by MindBody and is integrated with it as such, and can provide some bot/ai functio
I just started a trial for Zapier and I’m trying to figure out how to make a phone call and read an email when an email with a specific subject is received. Is that possible? If so can anyone please give me some examples or an idea where to begin. I’ve searched the KB and community and can’t find any examples of how to use email events to trigger phone calls.I use Office 365/Outlook and my phone system is 3CX p.s. Sorry about the spelling error for Zapier in the title
Hello,When I am setting up a new zap and I test the trigger, it does not send any authentication information even though I have authenticated an account in the prior step. So when it goes to try to get some test data, I am not receiving any authentication information. Does anyone know why?
Guys Need help,I have 10 different websites so different chat bot accounts i.e botstar accounts. Now I want to integrate all these 10 chatbot accounts to one crm account by creating single zap. How do I do it ? Is it possible ? Please help.Thanks in advance :)
I have been using Zapier for a couple of months now and everything is working well. I want to take the process to the next level. Current Process:MANAULLY create a Zoom Webinar in ZOOM account (ie., Webinar “A”). MANUALLY create a ZAP to will take all Webinar “A” registrants and add (or update) their registration info in our existing MailChimp Audience account.New Process:Is there a way to automate Step 2? Therefore, I go into my ZOOM Acount, create the new webinar only. After the Zoom activity, Zapier autmaotially recognizes the new webinar and continues to monitor for registrations like all the other webinars. The problem I face is that I cannot figure out how to get Zapier to automatically recognize the addition of any new webinars automatically. Since I am new to Zapier, maybe someone else figured out how to do this. Thank you in advance!
Hi EveryoneI’m a begginer with automation and zapier I want to upload invoices sent to clients and received from providers (eg Telecom) from my Gmail to my Dropbox. This will ease my accountant activitiesFor that I'm using the standard zap : Save new attachments in Gmail to DropboxThe fact is that in some emails received or sent (eg Telecom), there are many attachments (pdf and png or excel)I only want to upload the PDF attachements which is the statement that my Accountant will needHow can I select the file type in the zap ?Thanks a lot and have a good evening/day Daniel
Hi everyone!I’m a journalist and organizer using Zapier to automate local news workflows in New Jersey and I’d love some help brainstorming additional ways to leverage automation to help meet the news and information needs of my community.The team at Zapier wrote a blog post summarizing how we’re using Zapier now.We’re upgrading from the 2k to 5k usage tier because we keep hitting our task limit at the end of the month. So I’ve got more than 2,500 tasks to spare! I’m a one-person operation, so I’m looking for stuff that helps me find, filter, or move info. Some questions I’m asking are:How can I use filtering and tagging to improve our website or create additional news products without much added effort? What can I do with my local government’s meetings RSS feed? What kind of content can I template to automate a variety of Instragram posts?I’m really eager to hear what this community has to share! Thanks in advance.
I need to connect a 3rd Party app to my Salesforce org to Create a new Custom Record in a corresponding Account - Accounts have Unique SFID in 3rd party app - once created I then need Zapier to Update the SF Record anytime the Record is Updated in the 3rd Party App. More work after this, but this is a start. FYI 3rd App works with Zapier and has “New Record” and “Update Record” capabilities already setup in Zapier. I just cannot figure out how to connect the two systems.
Hi, I am trying to use Zapier so that SimpleTexting sends a message to users when the user texts us with a message that is more than 15 characters or so. I tried doing text is greater than 15, but that didn’t work. I would appreciate the help! Best