How Do I
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How do I create a Zap where I can enable my property owners to view their accounts however, their income will be a bill on my end?
Hi.so I have an unusual issue. some of our customers are also our suppliers, as we run a holiday letting management company.I use quickbooks, I need to create something where I can enable my property owners to view their account, however their income will actually be an bill at my end.can anyone please advise.
How do I create a PDF of the invoice, name the file with customized formatting, and email the corrected PDF file to MS Office 365?
I’m looking to automate the monthly retrieval of invoices made on my purchasing card and could use advice on how to set up something like:Trigger: Invoice is createdNext Action: Create a pdf of the invoice and name the file with customized formattingNext Action: Email the correctly named pdf to my Office 365 account
Hello, I am trying to connect Zendesk with IntercomWhen a new contact is created in Zendesk, I would like to add it as a new user in IntercomBut I don’t know why the company is not on the userSo I am trying to add a step “create a company”But i dont have the company name field from Zendesk in Zapier to configure itCan you help me on that ?
Calendly to Google Sheets - I want to leave my formulas or drop down boxes untouched amongst Zapier data
Hi there, I am trying to set up a Calendly to Google Sheets Zap. My spreadsheet will only populate certain cells in the row from calendly and I want those cells that have no data being passed to leave my drop down boxes and / or formulas in place. At present when the Zap runs it is removing my dropdown / formulas and replacing them with a totally blank cell.Is there a way to stop this happening so that the data from Calendly is populated where needed but the other cells are left alone? Thank you very much for any help, Dreamy
Hello Zapier Community, I’m trying to create a zap from Xero → Sheet, whereby a row is created in sheet if we have a bill (accounts payable) coded to account code eg “rent”. I don’t seem to be able to filter for bills with “rent” - but can only retrieve all bills. Do you know if this is possible?
Hello everyone.I’m trying to see how to pull data from 2 pages in clickfunnels.The first page, the person leave his name, email & phone.Then I want to send it to google sheet (this is managed to do).The next thing, in the next page, if he leaves more details, such as ID number and Issue date, I want to update his row in google sheet. It means some people will leave details on the first page and some people will leave their details in the first and the second page. Thank you in advance from your help!
Aloha. I asked this question a couple of months ago and unfortunately had to step away from my project before resolving the issue. The previous question is closed, so I cannot revive it. Apologies for the duplicationHere’s my issue: How do I take one “entry” from WPForms (i.e.: one line of data) and create two rows in my google sheet? I’m using WPForms to capture member registration information for a club. Most of the club consists of couples (e.g.: husband and wife), so I’ve created the registration form to gather information on both of them at one time. So far, so good.The next step is to get the information out of WPForms, and into google sheets so that I can actually use the data. I’ve set up a Zap with the trigger to be a new WPForms entry. And I’m looking at the “Create Spreadsheet Row(s) in Google Sheets” action to hopefully add two rows (one for the husband, one for the wife). But I have NO clue how to do this.Here’s a link to a gsheet where you can see the ‘before’ and ‘afte
Hello, I wrote a web scraper in Apify and save the results as json in a dataset. Now I tried to create a photo post on Facebook via Zapier. Each Item in the dataset should be an own photo post. If the dataset contains only one item, this is no problem. But if there are more, Zapier tries to put all items into one photo post. Is it possible that Zapier can handle the item list and create for each item one post? Hope you can help me. Itfks
I have a webinar registration form built using Ninja Forms, and in the form there is a dropdown menu for multiple sessions (different topics & different dates).The desired functionality is when a user selects webinar A on our registration form, Zoom creates a webinar registration for webinar A only.I think this would require an if-then statement (for example if webinar A is selected then create entry for webinar A. If webinar B is selected, do not create a registration for webinar A) How do I setup the Zap to create a webinar registrant for only the selected webinar(s)?
How can I extract the campaign ID in elopage (after purchasing a product) to the contact in ActiveCampaign?
I would like to pass the campaign ID from elopage as a tag to ActiveCampaign to the respective contact. How to do this? Can I take as trigger "Initial Product Payment in elopage"? The campaign ID will be displayed when testing the trigger as shown in the picture. How do I define the Action. What do I have to specify there in each case?
I am trying to Schedule a Meeting in Google Meet when there is a new submission in jotform. However, if my user selects a specific product in my form, there is no need to trigger the zap. Any way to have a conditional trigger within a new submission? or stop the zap from triggering? TIA! Jen
I've become curious about other no-code operator'sand their automated workflow processes.In particular, automated workflow planning.is it worth planning at all?With complex automation, do you feel the need to have a copy of how "things" connect outside of Zapier?if yes, what do you use?:is it visuals? (arrows & boxes)is it text? (list style)what platform?Would love for you to share your thoughts!
Hi,I'm trying to connect Gravity Forms on my WordPress website to SendinBlue via Zapier. I've done this in the past, but I'm having trouble getting it operational this time.I've connected both systems to Zapier without problems, and I see all the GF forms on my website when I create a new Zap. But I do not see any of the fields in any of the forms. Only two fields everywhere: True and False.Am I missing something?Thank you for your help!
Is it possible to update unit quantity on QBO invoice and auto-update Unit Quantity in smartsheet row
Can I update the unit quantity in a exisiting QBO invoice and have that qty auto-update the ‘Unit Quantity’ cell in a smartsheet row? Or vice-versa can I update a smartsheet row ‘Unit Qty’ cell and have it automticatically update the corresponding QBO inoivce? Either way would work, I’m just not sure which way would be less cumbersome or if this is something more complex then just a zap...Also wondering if you can append an already exisiting order (either in QBO or smartsheet) with additional line items and have them link and upate appropriately. thank you
I would like to be able to add the project manager (myself) as a follower to all new tasks created in an Asana project. Can someone assist?Side note: Ideally, I would rather do this for all new tasks created (in a project or not) by any members of my team; however, my understanding is that there is currently no trigger for that in Zapier. For example, “New Task by any member of Team”
IMPORTANTApproval by Zapier will be discontinued on February 28, 2023. If you’re using Approval by Zapier, you can still create approval steps in your Zaps using Zapier Tables and Zapier Interfaces. Request access to both apps through our Early Access Program.Hello everyone! 🙂 I have one question about ShipCentral integration. I need to implement ShipCentral integration via Zapier? First of all, is it possible to do that? If someone knows something about that, please contact me on my mail or answer here. Thank you so much! This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.
I recently connected my GMB to create a zap. I manage several businesses in my agency, and I only selected one business when I was creating the connection. I need connect them all so that I can create review zaps to leadconnector.I am unable to edit the connection to include the other businesses. Is there a way to update this?
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