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.
- 15,261 Topics
- 52,637 Replies
Hello everyone, everything good?Here's an idea.We often repeat processes in different zaps.We could simply copy a step in the zapier process.I know we already have a copy of the entire zapier.But copying just one step of the zapier would save time and improve the software ux.Google forms has this.You can copy the entire forms.Or import just a question from other forms.Hug.
Hi,I try to make a simple thing maybe someone can help me. I need to make a zap with one trigger on excel spreesheet when something is including on a line it”s create a company in hubspot and create a contact. But when i made that the company and the contact are created but separated while my info are on the same line in excel online. I don’t understant. Help me please ...
Question about Zapier & InfusionsoftWe need to integrate Thinkific and Infusionsoft and exploring Zapier.Currently when Thinkific moves a contact into Infusionsoft (through the Thinkific standard integration setup), if there are multiple contacts with the same email address in Infusionsoft, Thinkific find a contact with the same email address and simply overrides that contact info in Infusionsoft with the new contact info coming in from Thinkific.Even if the first name is different.We need to set set it up so that it checks the email AND first name, and:If it finds a match, it can link/over-ride that contact in Infusionsoft if it does NOT find a match, it creates a new contact (with the same email address but different first name) inside InfusionsoftWe do not use Zapier yet, but was wanting to understand if it is possible to manage this level of detail within a Zapier “Zap” or not?Thanks LikeComment
Hello,Can any one help with the following :I am creating a zap When a new time log is made a new raw in Google sheet containing Log Date, Project Name, Task name, Notes of the log,Yaa there is a prebuilt but that records either Log creted date or Last modified date, while I want Log date(date on which the user wants to park his hours),Because there may a possibility that timeltime of yesterday is created today???Please reply ASAP
Hello,I have this usecase that I can’t seem to figure out.We have a google sheet with client names, slack channel id, and communication schedule. Each day using zapier scheduler as the trigger, we have a specific day message that we sent out to each client specific channel ID and tagging the client slack user IDs. Instead of creating a slack step for each client and entering the message. We want to pull message from google sheets so when communication message changes/updates, we just update it once in the sheet and it will push correctly to all client channels.The other issue is being able to use google sheets to run the entire list of clients so that it fires the template message in each client slack channel. I’m not familiar with zapier code and zapier formater but I image a combination of this plus structuring my data so google sheets can run a lookup or find event will solve my issue. Here is the sample required data/variables. The reason behind using google sheets this is so that
Hello all, I am just getting started with zapier. I want to connect my private CRM with zapier so that i can send leads to get response for further lead nurturement.I asked my developer to generate api key so that i can integrate crm with zapier and flow leads to get response. But problem is develper asking me data in table format to generate api key. I told him that i want leads name, mail id & phone no. fetched into getreponse. he said send me all details like start date end date etc in table format like as follow - But i dont know, what kind of data table zapier require to fetch recent/ fresh lead from crm to send it to getresponse.If any body can help me with this kind of table of content, I will be thankful.
Hello Zap community! I looked and didn’t see this exact question addressed, so here goes! I’m easily able to create a new Slack channel when a new Airtable record is created. Is there also a way to populate a message within the newly created slack channel as well? Any help on workflow is appreciated, thank you so much! J
Does anyone know how integrate Hubspot with WaveApps such that upon a New Deal with Company X in Hubspot I can convert my estimate in WaveApps (also with Company X) to an invoice. Trigger: New Deal (Hubspot) Action: Convert Estimate Into Invoice (WaveApps)
Using Zapier to connect Reply.io and Pipedrive - Help with automatic deal creation in the CORRECT Pipeline
Hi there,Pipedrive explanation:My company represents many different brands, therefore we have multiple pipelines for each brand to keep things organized. Reply.io: We use this to initiate our marketing campaigns and to keep our leads engaged. Zapier Request:The trigger: After we are notified that an email sent through Reply is openedThe action: It creates a new deal in Pipedrive. The issue is, Reply doesn’t know what brand we are using the marketing campaign for and therefore I can’t create a Deal in the Pipeline that I would like for it to go to. I did create a custom field in Reply called “brand”, but I’m not sure how I can link the two. Any help is greatly appreciated.
Hello Zapier,I have two google sheets and i send email second google sheet when condition match, but problem is zapier filter not match correctily.Actually i want send notification to ALL CUSTOMER ACCOUNTS with DATA USAGE greater than 400.Please answer ASAP, How can achieve this?
HelloI am a volunteer for a food relief nonprofit and want to keep track of the donation we recieve.I can easily create a line for donors and their donations. But I want to avoid duplicting the same donor each time that person do a new donation.Is their a way to find a person in google sheet and if the person existe create a new column in order to add the new donation on that person’s line?We aso use Hubspot so maybe their is something to do there?Thanks for your helpStan
I'm trying to link Kanbanize to Azure DevOps, ticket creation event. I have a custom field in DevOps, but it is not showing as a field choice in Zapier, even after refreshing fields. Is there an alternative way to achieve setting additional fields, or am I only limited to defaults?
I have a Zap from Clickfunnels to SalesForce and I need it to do a query before creating a new contact. How do I set this up? For instance, I can push contact through to Salesforce just fine - but, if I already have that contact in Salesforce it doesn’t update that contact but rather creates a new contact which dupliactes the existing contact. Is there a way around this?
Hi there!We are having the issue with proper channel tracking GA for our app installs. We can track app.shopify.com domain but we can't track the myshopify.com domain where they go through the login process for their shopify store to install the app, etc... then when it comes back to our GA, they are a new session, direct session, losing all previous tracking and channel attribution.So there are 3 ways.1. Our app page on app.shopify.com and we can add three track id from:Google analytics codeGoogle remarketing codeFacebook PixelAdroll retargeting code2.The myshopify.com domain - admin panel and we can’t do anything there.3. An Iframe with our app where we can add whatever needs including API (it’s Zapier’s advice but actually I didn’t get what options it can give us)Thanks for the future reply!
Hi guys, Currently I am looking for a way to get Data out of Salesforce in another App (JobRouter - digitazation platform).For example: I need the Account information (street, city, etc.) from BMW when I am creating a new contract in JobRouter. How can I collect the Data out of Salesforce? I only can choose trigger events.. Can anyone give me a hint? Is this possible in Zapier? Thanks in advance!Stephan
Hello Community,New user here, glad to be exploring the Zapier World.My Issue:We have field technicians that service different stations across the country.Each station is uniquely named and has different equipment that needs serviced.They fill out a Google Survey created for each station about their weekly service.I want to use Zapier to pull the newest Survey result from the associated Google Sheet into Airtable.The Survey and associated Google Sheet are all named specifically for the station, there is no unique identifier about the Station in the survey question themselves.How do I have Zapier pull the name of the Survey/Sheet along with the data in the row?
I am wondering if there is a way to insert the current date into a field by formula. Right now I am using a date field from a previous step, however that has to be formatted correctly, which requires an additional formatting step. Is there a way to say in the field that I want the current date inserted on MMDDYYYY format?
I am trying to create a zap that updates a members CMS fields in webflow when I manually update a field in firebase. So the trigger event should be that a field has updated in firebase, however, I don’t get that as an option - I can only have a new child object be the trigger event. Does anyone know how I can get this to happen? I’m using memberstack as a membership signup portal and zapping the info from there to firebase, but I need to be able to update some info from my end - any ideas?
Hey all,I use Zapier for lots of my integrations. But one supplier hasn’t set-up on Zapier yet. They have given me API keys, but I don’t know how to get started.My hope is that I can connect to this using Zapier as an interface. Is this possible? It would almost be like a private integration, rather than one that is out for the public to use. Or do Ineed to speak with an API developer?Any advice appreciated.cheers,Ally
Hi I'm pretty new to Zapier and want to creat zap that can record the Date, Project name, TaskName, Notes of Log hours to Google sheet , whenever a new time log is added by a perticular user,I have tried a pre built intigration but that only allows me to add records only for specific project of specific user , while I want to record for all project of specific user
Log in to the Community
Use your Zapier credentialsLog in with Zapier
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.