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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.

  • 19,354 Topics
  • 65,626 Replies

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19354 Topics
A
Anastasia ZatonskayaBeginner
asked in How Do I
Copy Paste from Word to Excel

Hello everyone, I am new to Zapier. In my job I faced the task of making a glossary. That means I have to copy one line in Russian, then its equivalent in English & paste it the Excel file. Is there a way to partially automate this task? For example, if I highlight the line, and Zapier copies it and inserts it in the opened Excedl file?If MS Word is not available, I think I could use Google Docs.Thanks!

853
A
4 years ago
S
ShilpaBeginner
asked in How Do I
Google Contacts name is not updated when first name is updated using Zapier

I have this use case in Zapier with Google Contacts1) Search Google Contact using First Name + Last name 2) Update the above Google Contact’s First name using the id from the above stepWhat happens with Step 2 is that, on updating the first name in a Google Contact using Zapier, DOES NOT update the full name.This makes the new name not searchable.Any workarounds to update the name correctly using Zapier(or an alternative) would be helpful 

2153
S
4 years ago
B
BradZABeginner
asked in How Do I
Adding a WooCommerce Product in Multiple Categories

Hi, I’m hoping someone can help me with this seemingly simple issue - I can’t figure out how to add a product but add it into more than one category. I’m trying to do this via the WooCommerce Zapier integration.I’ve tried: [id: xx],[id: yy]andxx,yyand[id: xx][id: yy]and everything else I can think of. Is there a format that will work?Eg: 

8292
GetUWired
4 years ago
H
HattoriNew
asked in How Do I
Pipedrive Custom Fields (Organization and Person)

I’ve added some custom fields in my leads in Pipedrive but it seems those custom fields in Pipedrive is not showing in the data choices in Zapier. Only the default fields and other data are in Zapier.The custom fields for DEALS shows, but for ORGANIZATION and PERSON is not showing.I´m using the trigger Deal Matching Filter

7853
GetUWired
4 years ago
D
DaphBeginner
posted in How Do I
2 notification in slackbot

A non relevant notification appear on my slackbot via a zap that prompt slackbot if there is new response on google form after matching and update relevant info from another google sheet.  Any reasons and how to get rid of the non relevant notifications from slackbot? Thanks. 

302
D
4 years ago
A
ArnisNew
asked in How Do I
Multi-steps previous conditions to specific trigger

Multi-steps previous conditions to specific trigger Hi people!  I would like to see in a Sheets every single activity done on Trello.  Any cards created, moved, activities, all stuff! Is it possible to create a zap with a multiple previous steps to specific action?  Or any other solution here in Zapier or other tool?  

372
AndrewJDavison_Luhhu
4 years ago
R
RandaHBeginner
asked in How Do I
Attaching multiple files to outgoing Outlook email

I’m trying to attach 2 files to an outgoing Outlook email… any thoughts on how to do this?

5213
AndrewJDavison_Luhhu
4 years ago
Z
ZapCatBeginner
asked in How Do I
Integrating Thrivecart with Convertkit

Trying to connect Convertkit and Thrivecart through Zapier. I want anyone who purchases a particular product to join a particular form. The Zapier form is asking me for an email address. I don't know what to put there. The email would be the address of whoever’s buying the product. I’m attaching a screenshot. Thanks in advance. 

553
AndrewJDavison_Luhhu
4 years ago
A
Alexis SidneyNew
asked in How Do I
I created a zap from Facebook to Instagram business and the post are blurry, why?

I created a zap from facebook to instagram business and the post are blurry, why?

972
AndrewJDavison_Luhhu
4 years ago
Z
ZhenyaNew
asked in How Do I
Integration of pipedrive and google sheet

Hello, please tell me if it is possible to transfer data from a google table to pipedrive to the field that I need. For example, which I posted with the photo below  

412
AndrewJDavison_Luhhu
4 years ago
B
Benji WBeginner
asked in How Do I
Formatting a Radio Select Question

Hello Zapier Community!I’ve slowly been figuring out how to use Zapier to update my deals in Hubspot using forms in Jotform, but I’ve run into another problem that I can’t seem to figure out.I’ve successfully connect the Jotform to fill out deal properties(text fields, number fields, and even dropdown select fields), but it all stops when I introduced a radio select button. I tried making all the selections match exactly the options avaible on Hubspot, but Zapiers trouble shooting says:“Sometimes HubSpot returns the message Property values were not valid or The value supplied for the property _____ must be one of the available options.This means that one of the fields in your action step template corresponds to a checkbox in Hubspot or Hubspot CRM, and you've specified something for that field that is not a "true" or "false" string—for example, a "yes", "no", "True", "False", etc. Hubspot will only take a "true" or "false" in those fields, so if your trigger app is passing data in diff

6584
AndrewJDavison_Luhhu
4 years ago
M
murniNew
asked in How Do I
Forward WhatsApp messages to CRM application

Hi fellow developers, I would like to know if the following is possible to do.I have this requirement that I need to do with WhatsApp and I want to know if Zapier can help or has anyone tried it before.My company is looking for WhatsApp integration with a CRM application. But it's not something like sending or broadcasting WA messages to customers. Instead we want to read customers messages and push it to our CRM as Case or Opportunity.Anyone know if this is possible?

1231
Troy Tessalone
4 years ago
J
jlo2552Beginner
asked in How Do I
Cannot read property 'forEach' of undefined when searching airtable **HELP**

Need Help,This started today and I cant seem to fix it. This zap gets around 100 requests a day and is what we use for our scheduling workflow. Any suggestions?

1251
Troy Tessalone
4 years ago
rpa84
rpa84Zapier Expert
asked in How Do I
Linkedin Profinder automation

Hello fellow Zappers - question if anyone has used Linkedin Profinder and built an automation around this. Simply workflow: Linkedin Profinder “pro” account receives “client” proposal request in inbox Automated response to proposal request Right now there are 50-60 proposal requests coming in daily and they are receiving a manual copy and paste (unacceptable workflow in 2020 ) response.Capturing step 1 seems fine with “Linked in Lead Gen” in Zapier...it’s step 2 sending a direct message response to that particular “client” or lead that does not appear to exist.  Has anyone had this workflow challenge? Any ideas! Thanks :) 

5653
A
4 years ago
K
KiyashiNew
asked in How Do I
Integration with Autorespond.nl?

Dear,I am a new user and subscribed to Zapier as someone advised me to create zaps between autorespond.nl payment system and Calendly.  Unfortunately I can’t find autorespond back in the apps…. Does anyone know how to integrate Autorespond? Thank you and kind regards,Kathy

691
Troy Tessalone
4 years ago
H
HopeLBeginner
asked in How Do I
Auto respond to text messages

We use Ring Central at work for texting with clients in addition to phone calls. Am I able to set up an auto-response for texts when out of the office? I thought I was in the right place to set it up, but I have to enter a “to number” and I don’t have just one number. Can I set it up to respond to all incoming messages with the same response when turned on? If so, how do I do this? Thank you!

2123
GetUWired
4 years ago
W
WoWNew
asked in How Do I
Linkedin automation with CRM

Hi, I would like to know if there is any chance to get an app to connect my LinkedIn to Bullhorn CRM. When I get a new connection in Linkedin i would like to create a new candidate in BullHorn? Thanks for your help 

621
GetUWired
4 years ago
Y
YinNew
asked in How Do I
Wave and Xero zap

I am trying to create Invoice from Xero when Wave creates an invoice. When I come to the line item set up, I won’t be able to set up tax rate for each line item. Is that what Zapier cannot do? or is there anything I missed? I have checked the trouble shouting and couldn’t find an answer.  

441
Danvers
4 years ago
B
BkmotleyNew
asked in How Do I
stripe integration

Can Zapier create an automated payment if we set up two payments within Stripe. Let’s say we charge an upfront fee and then 30 days later we want Zapier to automatically charge the same card or bank account. Can that happen?

512
Danvers
4 years ago
A
AlexCBeginner
asked in How Do I
How to upload Gmail attachments with public link and then combine links with Body field (and send it to awork.io)

Hi there,I’m new to Zapier and I am trying to build a solution for the following challenge:When a new Email arrives in a Gmail inbox, a task should be created in awork.io (a work management software). Everything works fine with mails without attachments, but when it comes to attachments, they are not accepted by the action provided by awork.io, so I need another solution.My idea:Trigger: New Gmail emailPath A:if email has attachments, upload them as single files (not as zip) to a cloud drive (Google Drive, Dropbox, whatever) and remember the file URL that can be used to access the files without a login (public share URL needed) attach URLs of attachment files to the Gmail Body field or a new variable that combines Body field and URLs Action: create new task in awork with Taskname = Gmail subject and Description = Gmail Body field (this part works) or the new variablePath B (if no attachments):Action: create new task in awork with Taskname = Gmail subject and Description = Gmail Body fi

9182
T
4 years ago
D
dentonrpaBeginner
asked in How Do I
Automating Invoice - Smartsheet & Quickbooks

Hi I am trying to automate invoice being raise on quickbooks based on a smartsheet entry. I have managed to build the workflow on zapier which searches whether the customer exists and if not creates the customer, but I keep encountering “A business validation error has occurred while processing your request”. Im not sure how to progress from here. Any advice would be really helpful, thank you. Josh

862
D
4 years ago
Y
YG.Beginner
asked in How Do I
Create OR update Salesforce record from excel timesheet

Hi, I’m beginning with Zapier… I’m trying to create OR update a Salesforce record each time a row in my timesheet is added OR modified. Do I need to create two zaps ? For now I’m only creating the new ones. I used the “Find record” action for Salesforce, which is iun fact “find or create” record… But this does not update already existing records. How can I now add “update record” ? Do I need to add a new section to the zap below and re-define an action with “update “record” ? I’m asking that because this means I need to re-map all my fields between SF and the excvel file in another step, instead of just saying from the beginning : “Find, then create OR update” … !… Is there a better solution ?Thanks for your help !

3293
Y
4 years ago
J
Jack155Q4New
asked in How Do I
Facebook group photos to Instagram

Hi all,Loving the potential of Zapier.I have a problem whereby I have a Facebook group sending photos to Instagram for Business. whereby the images sent are tiny in resolution and look awful. I found this from 5 months back but wondered if there is any development on it?Many thanks,Jack

581
steph.n
4 years ago
M
MuraliKumarNew
asked in How Do I
How to Integrate Instagram Videos with Facebook Page

I’m new to Zapier and this is a great tool!!I added a zap of my Instagram account with my Facebook page. I saw that only one type of posting such as a Post, Image or Video can be done at one time. When I tested, since my last post was an image, I gave here as Post an Image option.My Question is, what will happen if I post a video in Instagram? will it get posted to Facebook or it wont?I integrated a twitter account also but it says Image or Video. So, the workflow would be easy. But incase of Facebook it’s different. What is the solution for this?

771
steph.n
4 years ago
T
TheSpreadsheetGuyBeginner
asked in How Do I
'Status Code 403 Forbidden' when trying to trying to email PDF reports from iAuditor

I’ve created many iAuditor zaps previously that generate a PDF report and email a copy (either on completion of an audit or when triggered by a failed response). Today I’ve been building a new conditional zap (using Paths) to email PDFs to different addresses based on filters within the audit(s). All tests are passed but when it comes to sending the emails it keeps failing. Initially I thought it may have been the 10 emails per hour limitation on the Email by Zapier task, but I just tried using Gmail instead but got the same error: Clicking on ‘Troubleshoot error’ gives the following info: Any assistance would be appreciated!

2602
T
4 years ago
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