About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Apps Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

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.

  • 14,585 Topics
  • 50,379 Replies

5 Common Mistakes to Avoid when Using Zapier

  • 2
  • 7
Video

How to Connect Outlook to Notion - the EASY Way

  • 0
  • 1
Video

How to Connect Gmail to Microsoft To-Do (Easy Integration Tutorial)

  • 0
  • 0

14585 Topics

A
anafBeginner
asked in How Do I

Can I create specific tags or groups in Microsoft Outlook, which will then prompt a new task to that group?

The simple version is that she assigns categories to an email (categories are people specific, to handle the task, herself being one of them) that she will manually forward to Click Up. She would love to set up a Zap that sends the email to her Click Up, after tagging it manually, without her having to manually send it.

3
A
7 days ago
S
ssielmannBeginner
asked in How Do I

How do I update values in Tables?

Dear Community, I import leads from Heyflow to Zapier Tables, which is a form builder. This works perfectly for new records, which are stores in tables. Now I would like to update this entry each time this person fills out the form again. In Heyflow, this is a new entry each time, which is just how it works. Ideally, I would like to have a check if the lead exists already already and then either create a new entry or update the existing ones. Any idea how I can do that?  This is my current configuration, which doesn’t do the job because I can not filter by a check if the lead already exists. 

5
ken.a
7 days ago
M
Mat PNew
asked in How Do I

How do I connect a new Podio account?

This post was split from topic:  Hey,I am having a similar problem but with my app Podio. Unfortunately when I click change there is not option to connect a new account. Also when I delete the connection completely and try to re add the app it doesn’t prompt me to login in. It auto connects into the wrong (current) Podio account that I am trying to change. Can you delete Podio as a whole from my account so that way when I add it again it will ask me to login to Podio with a new user and password.  warm regards,Mat

1
ken.a
7 days ago
E
erussoBeginner
asked in How Do I

How do I update from one monday.com board to another without standard unique identifiers?

I’m trying to sync updates from one board’s item to another board’s item that are connected by a “Connect Boards” column. There are no common unique identifiers between the boards, so I thought I could use a mirrored Item ID column from Board A on Board B. I’m running into an issue where the zap is returning all items for step “Get Item by Column Value in monday.com” because the zap won’t recognize the column to search in. Does anyone have any workarounds or other ideas on how to accomplish syncing updates from Board A to Board B? Thanks!     

9
ken.a
7 days ago
S
SBBNew
asked in How Do I

How do I access a contact list from a Microsoft shared mailbox not shown in the 'folders' list?

Heyhow can I access a contact list of a Microsoft shared mailbox?They are not shown on the “folders” list. 

1
ken.a
7 days ago
Englander
EnglanderBeginner
asked in How Do I

How do I update YouTube video thumbnail using Dropbox and "Update Video Thumbnail" action?

**SOLVED**The solution: by default zapier uses there own zapier youtube account (or a demo one). When you use your video ID and try to update the thumbnail, it will not work as “technically” it cannot update the video of your account which is why youll get access denied or something similar. I changed the ID to a static ID of one of my other videos and in the second input included direct media link. Then tested. It worked. So whilst you’re in testing mode you should be using static text rather than dynamic as the dynamic is for zapiers accounts. Once it works with static, change it to dynamic again and publish the zap. It should work.Hi, Im trying to update youtube videos thumbnail through the “youtube thumbnail update” action.The process is upload image to dropbox → dropbox direct media link → in the youtube update input.I get an internal error message.I’ve tried variations of the options such as:file + extension → YT update but keep getting internal error.

1
ken.a
7 days ago
K
Katy RNew
asked in How Do I

Can I make a Zap that automatically links Google Form to a Google Sheet?

Every time I sell a product, I need to create a new google folder that has a customized google sheet and a customized google form. My zap does that, but I also need to set it so the responses from the new form go to the new sheet, and as far as I can tell there isn’t an action for that.I see there are ways to set up an action where if the Form gets a new response, a new row gets added to a specific Google Sheet. Problem is, that would count as a new task every time someone submits the form, and I’m going to be getting so many Form responses that that isn’t practical for me. I can link the two manually through Google Forms, but it sure would be nice not to have to if there’s a way to automate that without eating through all my allotted tasks.

5
Troy Tessalone
8 days ago
C
Carlos LazaroNew
asked in How Do I

How can I auto-create a new user in Goodbarber when adding a new row in Google Sheets?

I would to know how can I create a new user in Goodbarber when I add a new row with the ner user information. I know how to import them manually but I would like to create a Zap that populates the new user in Goodbarber user.list when a new row is added in Google Sheet for example. I can't find a way to do it. Thank you in advance

1
Troy Tessalone
8 days ago
P
pinkmoontechwitchNew
asked in How Do I

New content notification emails (FloDesk + Passion.io)

Do I need to create a manual sequence in FloDesk that matches Passion drip, or can I create a Zap so when a new course is unlocked from Passion, an email is sent from FloDesk ?

1
Troy Tessalone
8 days ago
P
pinkmoontechwitchNew
asked in How Do I

Using Zapier to Remove Members from FloDesk List?

Is there a way to remove members from FloDesk list after 6 months automatically or does this have to be done manually? Could Zapier potentially help with this? If yes, what would be the zap? 

1
Troy Tessalone
8 days ago
P
pinkmoontechwitchNew
asked in How Do I

Stripe or Passion Payments purchase to FloDesk zap?

If I go with Stripe or Passionpayments - after a purchase is made, can I set up a Welcome Email to be sent after automatically? (Ideally, the Welcome Email would be sent from FloDesk. I'm guessing this will require a Zap?)

1
Troy Tessalone
8 days ago
D
DaveprBeginner
asked in How Do I

How do I connect a Keap campaign using Zapier?

How can I connect a campaign from Keap to my Zapier?

5
Troy Tessalone
8 days ago
P
PMS365New
asked in How Do I

Microsoft365 integration - only want client bookings pulling through via Zap - how do I do this?

Hi All,Hoping you can help. I’ve created a Zap between Microsoft365 and ActiveCampaign. However, I haven’t made it live, because I don’t want it pulling across ALL my calendar events/bookings. What I really want is a Zap between my Microsoft Bookings account and ActiveCampaign, then events that Zap across, would only be client bookings and all else would remain outside of the Zap parameters.Given the Microsoft 365 integration is the only option currently, how do I ensure it’s only my client bookings that get pulled across? I don’t need personal or other business events/bookings needlessly pulling across, otherwise I will have a lot of random and un-needed data coming into ActiveCampaign (my CRM).Your help is greatly appreciated and thanks all in advance.Cheers, PMS365

1
Troy Tessalone
8 days ago
G
georgekaoNew
asked in How Do I

See only the Zaps that are on?

The Zaps Home page leaves much to be desired in terms of filtering… for example, how do I simply see the Zaps that are on, rather than a giant list of most of the Zaps that are off? 🙏🏼 

1
Troy Tessalone
8 days ago
H
hypeNew
asked in How Do I

Can I send new Instagram posts to Telegram bot including images?

are posible to send new post from instagram to telegram bot with image included?I was try, but the image not detected

1
Troy Tessalone
9 days ago
K
kiniNew
asked in How Do I

How to use Zapier from ChatGPT 4

I can install and choose the Zapier App from ChatGPT, but ho wo use it from there?

3
Troy Tessalone
9 days ago
S
SabinaNew
posted in How Do I

Update on Zap Draft issues

Hi all! 👋 I’m Sabina and a Product Manager here at Zapier. I wanted to give a quick update on an issue with the Drafts feature that has caused a lot of frustration. We’ve had various issues reported where users couldn’t publish their Zaps and the Editor would crash. Last week we found the root cause of why the Editor sometimes hit errors. Most of these issues were the result of a backend check that silently failed to publish a Zap without updating all the necessary system components. The result of this was that the Zap appeared to be published, but in reality it became stuck in limbo and subsequent actions to that Zap would cause the Editor to crash.  We deployed a fix on May 24th and we’re continuously monitoring the issue. Our systems show that there is another issue happening that has similar symptoms but a different separate root cause. We’re currently investigating the issue, and few users are affected by it.  We really appreciate everyone’s feedback and help in troubleshooting t

0
H
9 days ago
Z
zaphelp4meNew
asked in How Do I

HubsSpot form submission to create Eventbrite submission for specific event?

Hello: I was wondering if it is possible to create a Zap which automatically takes a new form submission in HubSpot (which is signing up for an event) and and then submits a Eventbrite record to the corresponding event using the data pulled from the HS form submission. It seems like most Zap directions go from EB → HS and not the other direction. When I do try to create this on my own, I get to the point where my HS form submission action is taken, linked to the correct form, I’m able to connect my eventbrite account, but when I try to take an eventbrite action, the field that it wants me to connect the data with is tied to “Name” but does not list any of the Events.. what am I missing here? (There is no other option I’m seeing in this direction other than “Find Event in Eventbrite” - yet it is not pulling the eventbrite name and when I try to type it in, that doesn’t work) Please see below screenshot (company name blurred out). For context, in the past I’ve easily created zaps where a

1
Troy Tessalone
9 days ago
T
techsystems101Beginner
asked in How Do I

How to send outbound email to customer from HubSpot when a deal stage changes using the associated contacts' email?

I've added the right zaps and started setting it up. The trigger for a deal stage change is straight-forward. But then I can't seem to make the Zap use the associated contact's email from the deal. I don't see an option for that. I tried adding Find Contact in Hubspot as a step between deal stage change and the email, but that didn't work either. Anyone know what option to select to use the deal's associated contact's email? Lot of websites talk about using the zaps (which I have), but I can't get the settings right. 

3
Troy Tessalone
9 days ago
K
KieraNew
asked in How Do I

How can I setup a Zap to delete contacts from Sendgrid based on Salesforce status change?

I recently created a Zap that adds contacts to a specific list in Sendgrid based on their Status in Salesforce. Now I want to make a Zap that will delete contacts from the same list if their Status changes and they no longer meet the criteria for the list.  I know I can use a DELETE request to remove the contact from the list, but I need the Contact ID from Sendgrid to do so. Does anyone know how I can use a multi-step Zap to do the following?Trigger when a SFDC Contact Status changes to “Churned”  Take the contact’s email and search Sendgrid; then return the Sendgrid Contact ID Take the Contact ID and send it to Sendgrid through a DELETE request

11
Troy Tessalone
9 days ago
T
Transcend BKBeginner
asked in How Do I

How do I automatically send completed tasks from Capsule CRM to Clockify timesheets?

I cannot figure this out! What I’m trying to accomplish… Each time a task is complete inside of Capsule CRM > the completed task flows into the Clockify timesheet, along with the Client Name and date.  I keep getting errors after many attempts!

3
Troy Tessalone
9 days ago
H
HugalugaBeginner
asked in How Do I

Can you use ChatGPT without repeating the full prompt every time?

I’ve created a Chat GPT prompt that works really well for my use case. I’d like to automate sending values to this prompt with Zapier.Do I have to send the whole prompt to chat gpt every time the Zap runs? Or is there a way to just set up a persistent prompt in ChatGPT so I’m not repeatedly giving ChatGPT the same instructions?Basically I want ChatGPT to be a bot that runs the same instructions every time and just use Zapier to send unique values that need to be transformed when necessary.ChatGPT is new to me – so please forgive me if the answer is obvious.

1
Troy Tessalone
10 days ago
Kris U
Kris UBeginner
asked in How Do I

Circle > Hubspot tennis match

Here’s what I want to do, but I’ve been having issues making it work, can anyone help me crack the logic on this? MEMBER JOINS CIRCLE Community > Adds member to a segment in Hubspot > Once added to Hubspot segment Hubspot tells circle to Assign a ‘CUSTOMER’ tag to the user profile in Circle > Once Customer tag Assigned said Tag triggers invitation to private customer customer support channel in Circle Lot of back and forth… hence tennis match 

2
Troy Tessalone
10 days ago
K
kmcgill3New
asked in How Do I

How do I obtain client ID & secret key for ServiceTitan integration with Zapier?

I am trying to set up integration with servicetitan. It keeps asking for my client id and secret key. I follow the instructions but all it gives is a tenant ID because when I select CONNECT NEW APP zapier it not listed. it now says the zapier developeer has to add my tenant id before i can get my client ID and secret key. Im so confused. Thoughts?

1
Troy Tessalone
10 days ago
JoSmVnY
JoSmVnYBeginner
asked in How Do I

How can I set up variables in Lemlist using data from separate Google Sheets based on SIRET number?

I'm a sales person and I use tools like Lemlist, which uses variables.I address several personas within the same company.I can address the quality department, the IT department, the manager.I'd like Mr X from the quality department to become a variable. Ditto for Mr Y in the IT department. Ditto for Mr. Z, the manager.When I extract a database, I get an Google sheet table with the quality managers, another Google sheet table with the IT managers and another with the managers.With an automation based on the SIRET number, the company name or whatever, can I make sure that on the list of quality managers, the IT managers and the manager are placed in a column that will become a variable?If so, how do I go about it? Thanks in advance.

3
Troy Tessalone
10 days ago
Terms & Conditions