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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.

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  • 65,050 Replies

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19180 Topics
R
RDPJMPBeginner
asked in How Do I
Need help with simpletexting and google sheets

New to zaps. Need help setting up a way to capture an entire conversation in simpletexing and push to google sheets.. I can only grab small segments. I have a bridge set up to push from google sheets into a CRM already. Just struggling automating all of the user responses into sheets. 

657
AndrewJDavison_Luhhu
4 years ago
B
bggunnzNew
asked in How Do I
Question about InvoiceNinja connecting to Square only for payments

So I am self hosting InvoiceNinja and I am trying to figure out how to create a zap only for payments to square and then once the payment is made, square tells InvoiceNinja that the invoice has been paid. Has anyone done this yet with the self hosted InvoiceNinja?

591
Troy Tessalone
4 years ago
P
potatinateBeginner
asked in How Do I
jotform to printful

Hi, I actually have a few questions that I hope I can be helped with.  My goal originally is to have a person submit info on jotform and that will autofill a new order on printful with all their information, then when I get done working on their product I can just add it to the order and send it (if that makes sense). Is that possible to do?If so my next question is when trying to create an order, there are options like “File Url” and “Quantity” etc. but there are options that were grabbed from a past order on jotform.  Are those just samples to show how it works?  And I also wasn’t sure what or where the “File Url” dropdown is asking for? Thanks for your time!

693
P
4 years ago
D
DMatthewsNew
asked in How Do I
Help with Regex Expression Code

I am new to Regex and trying to create an automated process using Zapier.  I have a code that works in Regex101.com using PHP; however, I understand Zapier Formatter uses Python.How do I convert (?s)(?<=CONTACT).*?(?=View) which is in PHP to Python so it will work in Zapier Formatter (Python).My goal is to capture text between to strings (CONTACT and View) and do this for all occurrences.Your help is greatly appreciated. 

571
olivialook
4 years ago
F
FernandaBeginner
asked in How Do I
Paypal to Mailchimp - A Zap for each product/paypal button

I have different Paypal buttons (one for each product I sell) and I´m trying to set the Paypal > Mailchimp zap, so I can send, for example, “buyer of product 1” to Mailchimp with “product 1” tag, “buyer of product 2” with “product 2” tag, and so on. I read here I should use the FILTER feature to identify each Paypal button and send to Mailchimp with it´s appropriate tag, so I may build one zap for each Paypal button. I´m trying to use the Paypal button´s ID as identifier but I can´t seem to figure out which data I should link to button´s ID number. 

1112
F
4 years ago
C
cmphilippBeginner
asked in How Do I
Save E-Mail as .msg

Hello Community,I am quite new, but I looked through a lot of documentation and I could not find any solution to my problem:I would like to know if its possible to save an e-mail as .msg to my OneDrive.I do not want to save only an attachement from the e-mail, I want the e-mail itself to be saved.Any suggestions?Thanks.

964
C
4 years ago
S
shahmatBeginner
asked in How Do I
Google form response > Turn into .pdf > attach to trello card

Hi there, I’m trying to create a zapier trigger to take a submitted google form response, turn that response into a .pdf file, and then attach that .pdf to a trello card.   I’m unsure how to create the .pdf (as I only know how to do it manually)

1504
C
4 years ago
K
kevinstansburyBeginner
asked in How Do I
Adding a New User in TalentLMS

I want to have a zap where a new user is added to a specific class on TalentLMS when they sign up through our enrollment system, or when an enrollment email is generated. Is this possible?

1073
K
4 years ago
M
michaelg2000Beginner
asked in How Do I
Google Form => Gmail preserve line spacing

I am trying to send Google Form responses in an email format. Zapier seems to be removing line spaces and other formatting from the Google Form response. Here’s the Google sheet:However, the email sent out does not have this spacing: 

3034
M
4 years ago
M
modernmagicBeginner
asked in How Do I
How to set up Quickbooks Inventory (Quantity on hand) to Google Sheets

I am just starting to use zapier.How do I go about creating a zap to synchronize inventory between a Googe Sheets and Quickbooks Online Inventory(Quantity on hand)? 

592
M
4 years ago
H
Howard SBeginner
asked in How Do I
I am new to Zapier and need help with Zillow to Salesforce

We subscribe to Zillow long form leads. We need to create a new lead in Salesforce whenever a new contact is created in Zillow. We are able to connect Zillow and Salesforce and insert a lead using Zillow Tech Connect.The problem is we need to use lookup tables to map picklist values correctly. I have watched the videos and read help topics. There does not seem to be a way to use lookup tables with Zillow and Salesforce. Has anyone done this?

573
Troy Tessalone
4 years ago
C
ConnieBBeginner
asked in How Do I
DocuSign and Smartsheets

Full confession: I am brand new to docusign administration, smartsheets, and zapier-but I am learning fast.  I am trying to automate the document flow for my new hires.  The idea is that when a new candidate row is added on smartsheets, zapier will trigger docusign to send the background consent form to the candidate email.  I have created the form in DocuSign and when I tested it straight from DocuSign it worked perfect.  The Zap worked in that when I added a new row I did get the docusign, but all of the fields that I had previously set up were gone.  I think it has something to do with assigning the role of “Needs to Sign” on the docusign form.  Is there a way to do that through the Zap? Thanks for the feedback!

2454
nicksimard
4 years ago
I
invteamitBeginner
asked in How Do I
Input Fields response parse failed. Zoho Crm to Woocommerce

We keep getting the response when trying to zap from Zoho Crm - into Woocommerce to update product data, not to create a product, but just to update in woocommerce. We get this error first  Then we get this upon running the test Then when we hit troubleshoot when can’t locate any help topics or associated documentation to figure this out.Please help! 

1122
I
4 years ago
A
AshfxNew
asked in How Do I
New Zoom Registration Trigger to AirTable - Missing Session Title

We have multiple Zoom Webinar and Meeting sessions coming up and I’m trying to Zap the new registrations to AirTable. Problem is, the topic title appears to have no data in Zap (although it is completed in Zoom). We can’t figure out how to distinguish between sessions when we have multiple sessions being filtered into the same table. I can’t find another place in Zoom to add this title do that Zapier will recognize the field.  

311
Troy Tessalone
4 years ago
J
JankoCrunchBeginner
asked in How Do I
Airtable and Mailchimp Email Drip Campaign

Has anyone done an integration with Airtable <> Mailchimp via Zapier? Here's what I'm looking to do:#1 I have two separate forms on Airtable, with emails attached to each form created by the user#2 When a new record is created in Airtable, I want to create a Zap that automatically pushes those email addresses into two separate lists on Mailchimp (using two separate tags, one for each form)#3 Each tagged email address is put into an email drip campaign via Mailchimp automatically - resulting in TWO email drip campaigns, depending on which form is completed and taggedHas anyone done this before? Can anyone help me set this up? Thank you!

552
J
4 years ago
N
neurocoveBeginner
asked in How Do I
404 Error - Google Calendar Delete Event when Cancelled

I am trying to use Zaps to automate copying and deleting events from one calendar to another. I can get the events to copy when created just fine. However, I am getting 404 errors in my “Delete when cancelled” Zap. I am using “event summary” as the targeted field, and I can confirm the information is in my calendar (As I can see it), but for some reason Zap cannot. The theoretical workflow:If (EVENT A) is CANCELLED on CAL ADelete (EVENT A) on CAL B Zapier is pulling EVENT A, but cannot seem to correlated it on CAL B. I have tried Start and End times as well with no success, and have confirmed the calendars are correctly targeted. 

39511
olivialook
4 years ago
F
Felipe BañezNew
asked in How Do I
Wordpress to Zapier, getting an error

Hi, I am trying to connect zapier to wordpress and it gives me the following error:“authentication failed: mismatched tag: line 13, column 2”I can't connect to worpress in any way.Is there any solution?thanks

1582
P
4 years ago
A
Anonymous
asked in How Do I
The app returned "Lead not found".

Hello, I have a problem with my Calendly -> Create a Deal in Hubspot zap. They put me "The app returned "Lead not found". The problem is when a person takes an appointment on calendly it puts the person in all my campaigns and creates a transaction for each campaign. Instead of putting the person in a campaign and creating a transaction. My zap goes through Lemliste and that person is not in my Lemliste campaign so it's normal that it doesn't find them. But that's why it creates a lot of transactions for me and puts them in all my campaigns. How can I solve my problem? Thank you very much for helping me with my problem. 

511
Liz_Roberts
4 years ago
G
GianCesarNew
asked in How Do I
Change owner & Zapier Task allocation

Hi all, I wanted to change the allocation of Tasks (automated) to another user. I use Zapier to make the connections and I don’t know how to change it. The help on Agile CRM told me: “The Owner will be assigned based on the User API key used for creating the Zap.” & if I want to change it to go ask for the help of a web developer… Does anyone here have an idea about changing the ownership for automated task creation? Thank you!

621
Liz_Roberts
4 years ago
J
JamesKNew
asked in How Do I
MAGENTO 1.9 to SENDGRID

Hi All,First timer here and hoping someone/anyone can help please!I use Magento 1.9.4.4 (ecommerce platform) and SendGrid (marketing).When customers place an order in Magento, I would like to create a ZAP to add them as a CONTACT in SendGrid, IF they don’t exist already.IF they already exist, I would like to send the order date from Magento to their CONTACT card in SendGrid.

821
Liz_Roberts
4 years ago
Z
ZamieBeginner
asked in How Do I
My updates are going out to Instagram account with delay

Hello there, I’m trying to post on my Instagram account by creating RecurPost Zap so whatever I have scheduled in RecurPost will go out to my IG account via zapier. But my updates are going out with delay. They are not posting as per the correct time. My timezone on Zapier is also correct. Is there any solution to stop the updates posting on the wrong time (delay)? Thank you.Zameer.

671
Liz_Roberts
4 years ago
S
SixohmNew
asked in How Do I
ArrayFormula Doesn't Copy after adding row

I have a WooComemrce To Google Sheet Setup and I’ve added in a custom formula for a SKU system but unfortunately every time the Zapier automation runs it doesn’t copy or update the fields with the formulas.Do I need to copy these formulas into the ZAP?  I have Order Date (A2), Customer ID, Customer Name, Order ID and Product ID(E2) as fields pulled from WooCommerce with Zapier just fine. Then I have two columns, SKY and Tracking 1 that are custom formulas that need to be added dynamically every time an order comes in. =ARRAYFORMULA(IF(A2<>"",CONCATENATE(E2," ",SKUS!A1)," ")) When I add a new order this formula doesn’t copy like it would if I added it in Google Sheets.  How to I get Zapier to copy that formula and change it dynamically?

621
Liz_Roberts
4 years ago
G
gHollywoodUnitedNCNew
asked in How Do I
Using Zapier with NextDoor

Is their a way to integrate Zapier with a the nextdoor community affairs website/forum?

1581
AndrewJDavison_Luhhu
4 years ago
O
OnlineProfitExpetsBeginner
asked in How Do I
Can a Multi-step Zap send data to someone else as well as me?

I want to set up a Zap which sends data from a FaceBook Lead Ad, to BOTH my own email management system, and to someone else’s email management system, simultaneously. (I’ve already got it working with my own email management system).Is that possible using a Multi-step Zap? Is it just a matter of entering their details and confirming that it works?Thanks!Chris

712
O
4 years ago
M
matanyechielNew
asked in How Do I
Get number of results from Search Action on Zapier

I build zap using zapier, which performs "Find Person" Action on Pipedrive crm (the question is relevant to search in any integration)The result returned from the search is a single object. (Contrary to what might be expected - an array of objects)My goal is to know how many records returned from the search (I mean the list length actually), and use that information to perform various actions later in the Zap.How can this be done? how my zap currently looksThanks

1171
AndrewJDavison_Luhhu
4 years ago
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