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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.

  • 15,323 Topics
  • 52,837 Replies

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15323 Topics

Arpitha
ArpithaNew
asked in How Do I

How to find all tickets on Zendesk that has same value in a custom field?

Currently it fetches only one ticket. I need to be able to fetch all the tickets that has the same asana card link. We have this as a custom field in Zendesk 

1
ken.a
4 months ago
Giovannavp
GiovannavpNew
asked in How Do I

How can I automate extracting Zoom participants?

Some integration ideas are also welcome. I want a solution to speed up this process instead of manually going on Zoom every time to extract a participant report. Zapier allows only new registrants in webinar or meeting but not participants in general

1
SamB
Community Manager
4 months ago
hewman
hewmanNew
asked in How Do I

Can Zapier transfer Facebook Lead info to a landing page form?

Right now I’m running ads on Facebook and sending leads to a landing page so they fill out their infomation. What I would like to do is keep the leads on Facebook and use Meta’s Instant Forms because it’s much cheaper per lead. The issue is I would like to transfer that data to the landing page automatically because they’re supposed to receive an email as soon as they enter their information.  So I’m wondering if Zapier can collect the data from the Meta Instant Forms such as name, email, phone number, etc, and send that information to the landing page to fill out automatically so that they immediately get the email they’re supposed to receive, as well as being entered into our CRM.  Thank you in advance. 

1
Troy Tessalone
4 months ago
JoSmVnY
JoSmVnYBeginner
asked in How Do I

How to transfer Sendinblue contacts to Pipedrive opportunities ?

Hello, in Brevo I have launched an automation to perform lead scoring. In my company, we consider leads to be "hot" when they reach 80 points or more. I'd like all Brevo contacts with 80 points to be transferred either as opportunities or as active leads to our Pipedrive CRM. Do you have any ideas on how I can do this? Thanks in advance! 

1
Troy Tessalone
4 months ago
Norm77
Norm77New
asked in How Do I

How do I create a new WordPress category for a new user with Zapier?

I understand from Zapier’s AI that it does have the capability to create a new category in Wordpress.  I don’t see that as a basic feature though.  I’m trying to create a category for a new user added in WP with their UserID.  Then, I’ll create post(s) with Zapier.  The post part, I’ve done.  But to existing categories.  Any suggestions on how to get zapier to trigger when a new WP user is added, and then to create a new category in WP with that userID… would be appreciated!

1
ken.a
4 months ago
elanka
elankaNew
asked in How Do I

QUESTION: ASANA to Google Spreadsheets - how to pick the right Asana account?

I am trying to create Zapier from ASANA to Google Spreadsheets (New Task triggers a New Row and Update task).The problem is that it keeps picking the wrong Asana, not under my domain. I am under a few Asanas, but I don’t see an option to pick the right Asana under my email.When I click on “Connect a new account” - it keeps connecting to the Asana under a wrong domain.

1
ken.a
4 months ago
chelzchan
chelzchanBeginner
asked in How Do I

Automating Jotform new form data into SharePoint List/Microsoft List

Hi Team, Is it possible for Zapier to intergrate into SharePoint using Jotform data? The issue we are facing is we have a PowerApp interface that utilises data from a SharePoint List with customer data requried for safety checks.  The business uses Jotform to record customer data and then manually inputs it into the SharePoint List and we were wondering if it is possible to automate this so that when data is inputted into Jotform, it automatically populates into the SharePoint List?   ThanksChelz

1
ken.a
4 months ago
PietroC
PietroCNew
asked in How Do I

How to create a Zap to automate creating and updating Google Sheets rows for Stripe subscriptions?

Good morning, I’m new and i’m having some questions for managing subscription in stripe. I use payment links to charge themI need a zap to create a google sheet row when a subscription is created - pretty easy but I have a question, at the end of the first period what happens? Do I get a second row with updated dates? Or nothing changes? (I need to pass the product id of the stripe product as well since I’m using it to other purposes, which is the correspondent stripe field?) I need a second zap that when the paying cycle is renewed/fails to be renewed I need to update the row of that customer I need a third zap that when a customer delete the subscription his row is updated at the end of the current billing cycle (better alternative) or deleted (if nothing else is possible)I hope someone could help me out, I have seen that there are integrations available but I want to be sure to make everything correct

1
Troy Tessalone
4 months ago
MommaBoyle
MommaBoyleNew
asked in How Do I

How to schedule random file upload from Google Drive to multiple social media platforms?

I am trying to set up a work flow that would be a consistent scheduled time to pull from google drive a random file to up load to social media platform. Also am I able to continue the same work flow to upload to multiple platforms or do I need to repeat for each platform.

1
Troy Tessalone
4 months ago
Sign Language Center
Sign Language CenterNew
asked in How Do I

How do I automate the Zoom link for each recurring class I set up on Thryv CRM on my Zap?

Can I zap automated Zoom link for each recurring class I set up on THRYV CRM?

1
ken.a
4 months ago
vprasv
vprasvNew
asked in How Do I

How do I keep track of new leads from Facebook Lead Ads for recurring weekly Zoom meetings?

I would be having recurring weekly zoom meetings. I would be running FB Lead Ads.  The ad is expected to run continuosly. Leads from the ads are zapped as a new registrant in a meeting. As the meeting date ends, do the leads get added into new registrant in next meeting ? Appreciate the clarification in advance. 

1
ken.a
4 months ago
S
ShaneBeginner
asked in How Do I

How do I update the "Date Removed" custom field in Salesforce to today's date using Zapier?

In the salesforce step of the zap, I have a custom field which removes customers from a specific program we have. The default options are True/False. When a customer opts out of our program, a google sheet is udpated which triggers the zap to change a specifict field in the customers SalesForce record to False. We have another custom field in the same record which is “date removed”. I would like the field to update to todays date or in other words, the date the zap ran and changed the custom field to False. Currently, my only options are to pick from values in previous actions in the zap and none of those provide dates. 

1
Troy Tessalone
4 months ago
kmillard
kmillardNew
asked in How Do I

How to use Zapier to automatically apply a label to each email from the same sender in Gmail?

Hello, I currently have conversation view turned on for my gmail.However, when a sender creates a new email with a new subject, it then creates a new conversation.I find this frustrating, as I’d like to keep all emails from the same sender in the same conversation, regardless of the subject.The only solution I can think of is to apply a label to each email address.The only automatic way I can think of having this happen is using zapier, but I’m not sure how to create it.So far the zaps i’ve looked at want to apply the same label to all emails from the same sender, but I can’t tell it that I want the label to be named after the senders email address.Make sense?

1
Troy Tessalone
4 months ago
jess123
jess123Beginner
asked in How Do I

How to update the pipeline name in Zapier after editing it in Pipedrive?

Hi! We updated the name of our pipelines in Pipedrive. No I need to update Zapier too?** I tried updating Zapier but it’s going back to its old pipeline name.

1
ken.a
4 months ago
Scattereddreamer
ScattereddreamerNew
asked in How Do I

Update Hubspot line items when PandaDoc Document Status Changed

Hello! I am trying to update my HubSpot deal line items once a document status is changed in Pandadoc.  I have tried to look into the previous suggested Zap and Looping but keep running into the line items being merged together and Current ZapPandaDoc Trigger - Document Status Changed in PandaDoc HubSpot Action - Find deal in HubSpot HubSpot action - Update line-items in HubSpotResult:  Line Items pulled from Pandadoc all get merged into one field “Line Items Items Name.”  Each line item is seperated by a common.  I am unable to update the line item in HubSpot because of the merged data.Current LoopPandaDoc Trigger - Document Status Changed in PandaDoc Create Loop From Line Items in Looping by Zapier Values to loop - Line Items Items Name: pulls all line item rows found in PandaDocResult:  Cannot seperate merged data into single line items Are there any suggestions on what I may be doing incorrectly or workarounds?

1
Troy Tessalone
4 months ago
shouryalunia
shouryaluniaBeginner
asked in How Do I

How do I include more data sources for chatbots in interfaces and websites?

When are we gonna get options to include more data sources for chatbots in interfaces? and even websites? Would be really helpful if its done asap!! Thank you team!

1
Troy Tessalone
4 months ago
asharma9196
asharma9196New
asked in How Do I

How can I use a different row as column header for Google Sheets?

My Google worksheet looks like Row $8 is used as header of the table and thus want this row to be used as column in the Zapier action.However, I only see the first row value as the column header Is it possible to use a different row as column header in zapier?

1
Troy Tessalone
4 months ago
empowr
empowrBeginner
asked in How Do I

How to remove double quotes from ChatGPT response's content value?

I’m getting ChatGPT response’s content value in double quotes (“”). How to remove it? And what’s this content_quotes property? Is that to do anything with double quotes response? 

1
Troy Tessalone
4 months ago
TWODAG
TWODAGNew
asked in How Do I

How do I start a Landbot conversation when I receive a lead from Zoho CRM?

I need start a landbot conversation when I receive a led from Zoho CRM I don´t know how I can star a conversation.Thanks

1
Troy Tessalone
4 months ago
jfranks83
jfranks83New
asked in How Do I

How do I set up an automated email response from my Gmail when someone submits a Google Form?

I’ve set up a google form linked to qr code for people to scan at events and load their contact info. Im attempting to set up an automated response from my gmail when they submit their info. Is this possible? 

1
Troy Tessalone
4 months ago
ivytutors
ivytutorsBeginner
asked in How Do I

How can I keep track of complex Zaps with multiple paths and filters?

We use Zapier for a variety of web-to-lead functions (Zapier Parser, ConvertFlow, TypeForm) which log customer details in our CRM (Close.io) and send different different sales sequences to leads, depending on their web form responses, what page they were navigating, etc. We use Zapier paths and filters extensively to make this work. We currently have 5-6 different zaps all filtering leads from our website into this process, and the complexity of the filters and paths keeps on growing and growing. It’s getting hard to keep track of. I’m seeking assistance - ideas and tools for how to keep track of this mess of zaps, conditions, filters, etc. For example:It would be great to have a tool that helped me to keep track of which combinations of different web form selections and other conditions are generating which results (i.e. which email is sent, which CRM fields are completed). I’d use this to test out the logic of a zap structure prior to building and testing it in Zapier, which can take

1
Troy Tessalone
4 months ago
D
danielkNew
asked in How Do I

How to send GA4 events like scroll_90 e etc. to Facebook Conversions?

How to send GA4 events like scroll_90 e etc. to Facebook Conversions?

1
ken.a
4 months ago
snapzap
snapzapNew
asked in How Do I

How can I pass the Amount Due, Amount Paid, and Quantity details from CVENT to Google Sheets?

I am using the CVENT New/Updated Attendees Trigger to pass info to Google Sheets, however some of the details I was able to pull previouslky no longer seem to be available. The most important data points I need are: Amount DueAmount PaidQuantityWas this previously a feature? Do I need to be using a different Trigger? 

1
Troy Tessalone
4 months ago
D
DevamBeginner
asked in How Do I

How to map a field in Zapier to Dynamics Online CRM for UTM tracking?

Edit: Ignore this post. I’m cursed to always find the answers for things as soon as I get frustrated and ask. Solution: Found the “UTM Source” field in Zapier, mapped it to the Unbounce “utm_source” hidden field. Found the default “UTM Source” field in Power platform form editor and enabled it.Hello.We are using Unbounce to create landing pages and collect forms. These forms have a hidden “utm_source” field on them to help us see where our leads are coming from. Zapier then takes the form data and desposits it into Microsoft Dynamics Online CRM. This all works fine.But we’d like to be able to generate reports with the data in the CRM. My idea was to create a simple text field on the “leads” form in power platform. Then edit our Zap in Zapier and map “utm_source” to that field. But I cannot find a way to go about his? Something about custom fields not being supported?How then can we go about this? 

1
ken.a
4 months ago
anthonyzaps
anthonyzapsNew
asked in How Do I

How to push data from Zapier to my own website in real time

Hello!I’m currently running an event and selling tickets online through a service that has a Zapier integration. The integration has a Zap that can push data each time a ticket is sold. What I would like to do is set up a custom ‘tickets sold’ counter that displays on my website header. Since they have the integration to give me this data each time a ticket is sold, does anyone know of a good way to push that data to my website and update in real time every time a ticket is sold? I’m not super proficient when it comes to writing code, but I can get by if I need to :) any helpful tips would be greatly appreciated! Thanks!

1
Troy Tessalone
4 months ago
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