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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.

  • 13,248 Topics
  • 45,910 Replies

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13248 Topics

A
AnswerFirst ScriptingBeginner
asked in How Do I

Can we have different account credentials for the same service?

We need the ability to have different credentials for the same service and I cannot seem to figure out how. Let me explain.  We have two clients, A and B. Client A has a webform and uses Hubspot as their CRM.  Client B has their own webbform and also uses Hubspot for sales. I create a ZAP that uses a Webhook (long story, needs to be there) to connect to HubSpot using the credentials for Client A. Everything works great.  I go to do the same thing with client B (again, webhook to Hubspot, long story). The connection to hubspot is already there, but when I  click Add new, it creates another using Client A’s credentials. IThere is no place to edit or change them to Client B’s. If I tell it to reset the credentials in the ZAP, it resents for both.    How can I get two connections/accounts, an A and a B?

1
A
3 years ago
L
L-RVBeginner
asked in How Do I

Getting error 404 when referencing Sheet by ID created in previous step

Hiya, I’m having trouble with a zap that cannot find a Sheet created in the previous step. If I hard code the Sheet ID directly from Google Drive it works. If I select a specific sheet it works. I can even select the specific sheet that has been created in the previous step from the list of spreadsheets in my Drive. But if I try to reference it dynamically using the ID from the previous step it errors out with “Zapier had trouble retrieving custom fields from Google Sheets.” What am I doing wrong? Cheers Lucy  

1
L
3 years ago
Career Crash
Career CrashNew
asked in How Do I

Is Zapier planning to support Typeform’s Responses API?

I would love to see support for Typeform’s Responses_API Adding a trigger “Find Typeform submission” would allow us to use an email address to find the user’s original Typeform submission, and pull their responses through into other apps. Use case came up because VideoAsk currently doesn’t support hidden fields other than contact_name and contact_email. If they did, this likely wouldn’t be necessary, but I could see it being super useful in other cases. 

2
ikbelkirasan
3 years ago
V
vbombBeginner
asked in How Do I

Google Sheets to NationBuilder Email Opt In and Mobile Opt In Issues

Issue Since upgrading from the deprecated version of Nationbuilder, I notice these two fields Email Opt In and Mobile Phone Opt In have defaulted to the values of Yes and Yes. Whenever I change those values to our custom google sheet fields, Email Opt In and Mobile Phone Opt In, the zaap reverts back to the default nationbuilder fields when the page is refreshed. Why is this? Is this a bug? Temporary Work-Around We would prefer having the custom values on the google sheets because those values changes from YES to NO depending on what a person selects on the Google Form. For now, we have found a way to work around this by creating custom fields to the bottom.   [Edited by moderator to remove private information from image]

1
nicksimard
Community Manager
3 years ago
W
wudavidmNew
asked in How Do I

Redmine to OneDesk Integration - Update History

I’m trying to build out an integration between OneDesk and Redmine.  I’ve been successful in creating a zap where when a ticket is created in OneDesk, it will create it in Redmine.  I do not see how I am able to bring back status change and history/note updates from Redmine back to OneDesk.   Is this a feature that I am not seeing or not available?   Thanks,  David

1
nicksimard
Community Manager
3 years ago
C
Charles SBeginner
asked in How Do I

We had trouble sending your test through.

Streak > Google Contact I would like to add to a specific group a contact just created thanks to a Zap in Google Contact but I am stuck when  Zappier ask me to fill the field required “Customize Group Contact” Error    We had trouble sending your test through.  Person resource name "Fradin" must be in the format "people/ <person_id> ".   Thank you for your help   

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

ReCharge Integration

Hi everyone,  This might be a dumb question with an easy answer but here goes:  My company has switched over to Hubspot as our first CRM provider. It currently sync with all of our Shopify data. However,    We use a Shopify app, Recharge, for our monthly billing as we are a subscription service Recharge is not able to relay the length of the subscription term OR how much of the term is left each billing cycle Recharge does not sync directly with Hubspot Is there a proper Zap to enable Recharge to relay the subscription term over to Hubspot? And if so, is it possible to also show how much term is left in the subscription after each billing cycle?  Example: Customer A signs up for 6 months. All of their customer info in Shopify automatically syncs as a new contact record in Hubspot except for the info about their subscription term (6 months). When Recharge bills Customer A, it shows up in the “Deals” section in their Hubspot contact record. This is where we’d like it to show “Deal #0000

3
Danvers
Community Manager
3 years ago
C
codystokesBeginner
asked in How Do I

Hubspot to Zendesk: creating a company when a new customer is won

Howdy,  I am attempting to sync a company from Hubspot to Zendesk. I’ve setup the connection into both apps and verified they are successful. I have admin permissions on both.  The sync is pretty straight forward: When a new company in Hubspot has its Lifecycle field is set to Customer Zapier should create the company in Zendesk and copy over the fields I’ve specified.  My problem is when the zap runs it doesn’t copy anything over since none of the fields match the filter. It appears what’s happening is zapier is expecting a “new” account to already have the Lifecycle field to be filled in when it’s created. I can’t figure out what zapier thinks is a new account.   I want to avoid copying over every company in Hubspot to Zendesk. I only want companies that have been won as a new customer.  Some screenshots to show what is happening have been attached. Any thoughts on why Zapier isn’t working?     

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

Combine/Join 2 tables

Hi Guys  Does anyone know, if it’s possible to combine/join data from two difference tables directly through Zapier? Or will it require that I create a custom table in my database, where I combine the tables and make the reqeust to that?  So the case are this: I’m running a “3 offer” platform  When a new task is created (in table A “Tasks”) I make a Zapp to slack  When a task receives a new offer/bid (in table B “Bids”), I make a Zapp to slack  I would like to create a thread pr task and each bid recieved as replies to the related task thread, is it possbile?   Thanks! Benjamin 

6
Danvers
Community Manager
3 years ago
W
woodennickelBeginner
asked in How Do I

Clust to DocuSign

After years of ‘thinking’ about using zaps, finally trying to give it go. I have connected CLUST to Zapier with the API The two connect, and I can pull in test data. But the test data is not the fields on the form the client has completed, but rather information about the form.  eg. the form owner, the due date on it, etc.   I want to see the fields the client filled in on the Clust form.   I see them referenced but only in a big long string. Then I wanted to use the form fields to complete a DocuSign template I have… saying ok, form Clust take the phone number an put it on DocuSign Template 123 the phone number field.   However, I can’t seem to see the fields of a DocuSign template being available.   In the end all I am really trying to do is have client fill in a Clust Form, and when its submitted, have it sent to docusign for it to go out for signing.      What am I not understanding here?      Thanks.  

3
Danvers
Community Manager
3 years ago
Nate_B
Nate_BBeginner
asked in How Do I

Email templates with conditional content from Airtable.

Hi, I have created a zap using Gmail and Airtable. The email gets sent to my print vendor and is triggered from a view in Airtable that is named “Send To Print”. Most orders have 1 item that is going to print, but some have items that we call “Add Ons”. They basically accompany the primary print piece.  My question is: Can I customize the email template, so that it will list “Add On” items, only if there are any? If not, the entire section (outlined in red below) would be left out of the email. Or, only the item that had a quantity filled in, would be sent in the email.     I’ve attached screenshots of the email, the zap as it currently is, and a record in Airtable.  I hope this makes sense.    Email: Zap:   Airtable Record where the data is pulled from:  

4
Danvers
Community Manager
3 years ago
M
macleanBeginner
asked in How Do I

WPForms - Zapier - Zendesk

I have a form, via WPForms, that works for the most part.  All data from form comes into Zapier correctly. It’s supposed to push data to a Zendesk ticket.  Which it does for all data except “Dropdown”, “Multiple Choices”, or “Checkboxes”.  I just cant get it to post the data for these fields with choices. I try and select Advanced Options, and select the data, but it doesn’t save. Have others run into this issue?

3
Danvers
Community Manager
3 years ago
M
Mohammed AlAteeqBeginner
asked in How Do I

need help

It seems that I can not monetize my meetings with zoom pro only   I have to add on webinar to do that    is that correct ?

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

NEEDING HELP PLEASE SETTING UP - PARTICULARLY DATA FOR REPLIES

Just trying to set up my zap sync and need help on the replies section - can't find the link they require for review name and reply - driving me batty!

3
Danvers
Community Manager
3 years ago
N
nicodrugo85Beginner
asked in How Do I

Free plan but two zaps not online. Why?

Hello, I have a free plan. I made two zaps with a catch hook with zapier and send to sendinblue, but I cannot turn them to online, zapier tell me that I have to get the premium plan to do it. It’s weird, because one of my co-worker has five zaps with the same flow and it works with the free plan. Why my zaps doesn’t work with the free plan?   Thank you very much for your help.

4
N
3 years ago
A
ActivecogirlBeginner
asked in How Do I

Stripe & Gmail

I am trying to build a zap where the customer gets an email when a purchase in made   I have stripe integrated with squarespace   when the data comes in the only place/field I see the email address for stripe data is under the description and it shows “charge for email@email.com” it is weird because there is a field for “reciept email” and “billing details email” but that data is not coming through   any thoughts?

7
Danvers
Community Manager
3 years ago
Danvers
Community Manager
DanversCommunity Manager
asked in How Do I

"My Zap keeps triggering on the same information!" - how can you create your own deduplication?

The question is in the title: how can you create your own deduplication system/steps into a Zap?But first a quick primer on deduplication!There are two types of Zap trigger with Zaps:"Instant" webhook triggers give us whatever they receive at the time, with zero context. This helps them move quickly.Polling triggers run less often, but save the most recent version of whatever information they received. The next time the Zap checks for new information, it can check against the previous version to see if that info's been sent already, if it hasn't then the Zap will trigger on that information.The list of information that the Zap has already received is called the deduplication list, because we don't want to trigger on items. You can learn more about deduplication in this help doc. Sometimes, (for various reasons) webhooks will send information is the same as previous info, and a Zap will fire twice for the same event.Can you think of any ways to create your own &

7
Danvers
Community Manager
3 years ago
S
stacimicheleNew
asked in How Do I

Linking 10 to 8 with Mailchimp

Hello,  I've been trying to link  my 10 to 8 to my Mailchimp account with Zapier. I was trying to create a Zap so that when a client books a specific booking they are added to my campaign on mailchimp.. Unfortunately when I was on Zapier it didn't  give me the option to select which booking I want to make the Zap with and link the campaign to.. Is there a  way for me to link  specific bookings to a campaign.?

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

New Label Added to Card in Trello Trigger won't return sample data

I get this error no matter which trello board I select.  I did not select a specific label.  I have another zap using this same trigger running right now, and has been for a year.  Has anyone else had issues?

1
AndrewJDavison_Luhhu
3 years ago
S
stimulus financeNew
asked in How Do I

sending an automated email from exchange account rather than gmail

how do i send an automated email from an exchange email account? i want it to send to people when they complete my face book leads poll.

1
AndrewJDavison_Luhhu
3 years ago
T
thayes
asked in How Do I

WIX Forms

I would like to automatically add a new contact to our CRM (Jobnimbus) from form submissions fromour website that comes from a WIX Form. Is this possible?

1
AndrewJDavison_Luhhu
3 years ago
S
SIMPBeginner
asked in How Do I

Google Sheet integration with zapier

Hi,   Is it possible to make zapier, create and insert a new line within a google sheet ? (E.G : line 45 of my google sheet I would like zapier to insert a new row above or below) ?   Thank a lot have a wonderful day.

1
AndrewJDavison_Luhhu
3 years ago
I
ianeBeginner
asked in How Do I

"To continue finish required fields"

Trying to finish a zap and cannot continue because my button says "To continue finish required fields" even though all required fields are complete. Tried deleting, refreshing, quitting, trying a different browser, etc… If it helps, I’m creating a Live Item using Webflow and MemberStack to add new members to a CMS.  

6
J
3 years ago
D
djcedrapelNew
asked in How Do I

Paypal "custom" field

Hello! I’m trying to design a workflow to organize a lottery for my kids’ school, 100% online in this weird period. I’m having troubles with my workflow - maybe someone can help. It’s my first experiment with Zapier, so there are optimization potential I’m sure :-) Step 1: It start with a list of kids, each with a kid ID - and an Airtable form in which the kid ID is pre-populated from a “prefill” parameter in the URL. This URL is a personalized URL that each kid can send to their relatives asking them to buy tickets and help them win a “best ticker seller” contest. The form creates an entry in an Airtable Transactions table, that has a Transaction ID (the record ID for this row in the Transactions table), and stores the kids ID, the client’s (the one that buys the ticket) name and email address, and the number of tickets desired. Step 2: A first Zap watches this Transactions table. When a new record is created, an email is sent to the client, sending them to a dedicated wordpress page,

8
steph.n
3 years ago
S
Sublime TradingBeginner
asked in How Do I

Connecting Click Funnels With ActiveCampaign

Hi, I would like to extract contacts from my webinar landing page in Click Funnels and add them to a list and attach a tag to the contacts which I then want to add to ActiveCampaign. Click Funnels will not allow me to do this as I have integrated the webinar page to Gotowebinar and cannot integrate with ActiveCampaign. What is the workaround for this?   Thanks

1
nicksimard
Community Manager
3 years ago
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