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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.

  • 17,188 Topics
  • 58,381 Replies

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17188 Topics

M
maya
asked in How Do I

does not trigger

How come I don'y get notification if I had lead I tested it and I receive a text but with the real ad I don't get n=a tex.

2
jesse
4 years ago
I
IcarusZapsBeginner
asked in How Do I

Zapier tweet/fb post random product URL each day?

I'm trying to set up a simple zap.I run an online store and I would like to post a "product of the day". I'd like this to be random products from my website.I'm wondering what's the best way to do this?

7
PaulKortman
4 years ago
AbbyD
AbbyD
asked in How Do I

Using wildcards in Utilities > Lookup table?

Is it possible to use wildcards in the lookup table formatter? Use case: I am integrating Splitwise and Google Sheets. Splitwise assigns ID numbers to categories. I want these to display as text (home, food, utilities, etc.) in Google Sheets.However, Splitwise also has subcategories which it also numbers, but it uses the greater category as the first number. so if Food and Drink were the parent category and had an ID of 3, Groceries would be a sub-category under it with an ID of 31 (3 for food and drink, 1 for the first sub-category). Is there a way to tell the lookup table to look for 3* (anything starting with 3) and assign the category to it? Let me know if I can clarify my explanation or what I'm asking for. Thanks!

4
AbbyD
4 years ago
[
[Deleted User]
asked in How Do I

Account transfer--

Hello. We tried to change the owner email address on the account and instead it added the new one as a 'team'.. There is a bit of confusion on the account as its also asking to make a payment before the free trial.. We have owned the account for almost a year now, it is a paid account.. All we wanted to do was change the email address to Varuna Mehta- admin@lightdigital.ae (remove Mukesh)and transfer all ownership here WITHOUT changing anything on the account. So all zaps and settings to remain the same. Is there a way we can sort this asap please? Kindly suggest, thanks 

2
[
4 years ago
J
jay9044Beginner
asked in How Do I

Trello > google sheet

Hi All,Im trying to configure a zap that is trigger when a member is added to a specific card. That members details are then added to a google sheet row.Zap tests are passing fine and adding to the google sheet correctly. However, when actually adding one the selected members to the specific trello card nothing is being added to the google sheet.

11
PaulKortman
4 years ago
P
Peter
asked in How Do I

Zap should only work Mo-Fri 9.30-12.30

Dear Zapiers,I'm working with Zapier, and the Zap right works fine, but I need a Delay build in, or a some kind of scheduling in front. so, what may Zap is doing in Pipedrive: It's looking for new Deals in a specific Pipdrive-Filter, and if a deal appears in that Filter, the Zap is moving this Deal to a different Stage in Pipedrive. But I want this moving only to take place on Monday-Friday 9.30.-12.30So I think a "delay by Zapier" would be the choice here, but I'm not able to input my requirement... Could someone help me with that?thanks a lot!

3
Danvers
4 years ago
Scendre
Scendre
asked in How Do I

Collect info from my old Wordpress posts and send to Google Sheets

Hey Zap-crafter !Is there an easy/fast way to create a Google sheet with some datas from our old WordPress posts ? I already have something like :« When I post on WP »« Add datas from posts to this specific Google sheet » It’s easy to create this zap with the trigger « new posts ». But how can I do that with the old posts already published on my Wordpress ? The datas I need are :- Published date- Title- Excerpt- Url postI already tried to export my datas from Wordpress to the email parser, but that wasn't so efficient...

1
PaulKortman
4 years ago
Robert_Segelquist
Robert_SegelquistTinkerer
asked in How Do I

Google Doc Template Number of Fields Limit

I'm probably overworking the creation of a project, but I've built a template in Google Docs, but I'm only getting 10 fields showing up in the zap that I can fill. Is that a limit built into Zapier?

3
Danvers
4 years ago
Lacey
Lacey
asked in How Do I

Weighted Round Robin for PipeDrive Team Distribution

We are looking to distribute New Deals to our team through a weighted Round Robin. We have New Deals coming in through PipeDrive when a contract is signed. From there we've sent them to a New Client Pipeline. We would like to distribute these new Deals to our team members individual pipelines through a weighted "round robin". There are currently 12 team members. With these 12 team members we would like the leads to be distributed in a way that certain people get more leads than others. For example: Team member 1 & 2 get 17% of the leads that come through Team 3 & 4 get 10%, etc.We are looking to use a solution similar to https://community.zapier.com/discussion/133/easy-edit-round-robins-using-a-google-sheet#latest using the spreadsheet to manage the positions of the team. It seems that we may be able to do this by adding Team members multiple times, so they show up in the round robin more frequently than say, Team member 12 that only gets 3% of the leads.My ultim

2
PaulKortman
4 years ago
I
icliffordBeginner
asked in How Do I

Convert Address

I have a WPform that has an address field, including one for US States. I'm sending the information on to Salesforce, The form has abbreviations for the states names, salesforce likes them spelled out. Is there a way in zapier to convert the the abbreviations to spelled out state names?

2
I
4 years ago
I
IcarusZapsBeginner
asked in How Do I

Line Item Usage

I seperated an HTML email by line items. I have lines 3 and 4 which have the customers First and Last nameso like0. Title1.other text2. Other text3. FIRST NAME4.LAST NAMEI want to use those lines 3 and 4Specifically, I want to input those to the step where Insightly CRM searches for that customer in the database OR creates them. When I click the option to enter a field, it only shows me the entire section of all the lines. I don't get an option to choose Line 3 or Line 4 individually.Is that possible? How do I use the line item

3
AndrewJDavison_Luhhu
4 years ago
R
Richard
asked in How Do I

Gmail Mail Label Parent & Children

Hi,I've created a Zap that when a job is created it then make a label in my email account. But I am having a problem with getting the jobs that relate to the same client to be grouped under the same parent label. eg. All same to be created:Clients/"Client Name"/ JobNo - Job TitleI have manually told the Zap the create all the labels in Clients but the client name will differ. What I am ending up with is the client name is recreated each time I create a new job and not nested under the single client name. I'm guessing I need some type of lookup or cross reference to my inbox to see if the client label needs to be created or already exists, how would I do this?

1
Danvers
4 years ago
PaulKortman
PaulKortmanZapier Expert
posted in How Do I

Parser by Zapier vs Mailparser.io

Hi y'all. I often have this question come up and I'm never quite sure why/when a client/zap should switch from parser by Zapier to Mailparser.io. I know the answer generally is when the templates of the emails are more complicated. But what specifically does that mean?Aka what are the "if this" statements that help you determine when you need to plan on using mailparser.io versus the native parser by Zapier?

3
BlakeBailey
4 years ago
Merav
MeravBeginner
asked in How Do I

The final action should be going to a specific URL

It looks really silly, but I don't know how to do the following:I used a webhook to "catch" some parameters on a URL, I changed the parameters names on that URL, and added them to another URL. Now I'd like to go to the new URL with the revised parameters.How do I do that?Background:The goal is to get the registration info from a form and transfer them to a questionnaire. But the questionnaire receives parameters with certain names only.Thanks!

7
Danvers
4 years ago
M
mmt
asked in How Do I

Is it Possible to create a Mailchimp Campaign and pick a template?

Trying to send weekly email using content from a DB but I want my weekly email/campaign to use a template (design, logos, etc done in mailchimp). However, in the Zap I don't see if it is possible. am I missing something?Cheers,S

5
Danvers
4 years ago
J
jasonsamuelsTinkerer
asked in How Do I

Workaround to mitigate Eventbrite excessive task usage?

We have a Zap set up which enables customers to subscribe to our email list when purchasing an event ticket via Eventbrite. It works by having a custom question on our Eventbrite order form called "Subscribe to our free e-news" with a dropdown for Yes or No. There is then a Zap setup which listens for a New Attendee from Eventbrite, which then proceeds to a Filter step to only continue if that custom question = Yes, then lookup or create a Prospect in Pardot, then add that Prospect to a specific list. That Pardot list then triggers an Engagement Studio script, which fires off a welcome message and subscribes them to our e-news list.This all works great and has been quite successful at bringing in new subscribers for us, except there's one pretty big caveat - because our event is setup to enable only collect data for the ticket buyer but allows them to purchase multiple tickets, the Eventbrite API transmits duplicate data for every additional ticket purchased. For instanc

15
J
4 years ago
J
jay9044Beginner
asked in How Do I

Typeform > Zendesk

Having issue with assigned a group to a ticket.typeform response creates a ticket in zendesk, all is working fine except for the assigned group.as you can see in the screenshot, I have selected a certain group. However, when doing test, the ticket group is assigned to a different group, and this is also reflected on the zendesk ticket created.Any help would be appreciated.

4
Danvers
4 years ago
T
tmk
asked in How Do I

Airtable & Buffer: Unable to Schedule Post with Multiple Images

Hi all, pretty new to Zapier so would appreciate any help I can get! The Zap I'm trying to create is "Add to Buffer Schedule" when "New Record is made in AirTable". In my AirTable, I have an "Image Attachment" field, which will translate to the photo URL in my Buffer scheduled post. AirTable allows me to upload multiple images to the attachment field, however, when a record has more than one image, the Zap will fail. The Zap will only be successful when there is only one image in the Attachment field. I tried a workaround by adding multiple attachment fields in AirTable, (i.e Image #1, Image #2...) but if I added both those fields to the Zap, it fails too.This isn't ideal, as I know for a fact that Buffer does allow up to 4 images per post. Any insight would be appreciated!

1
AndrewJDavison_Luhhu
4 years ago
A
alexam
asked in How Do I

How do I delete calendar event based on value in a google sheet column?

Hey everyone,I am struggling with building an automation that will save me a lot of time and make my life easier and it would be great if you could help me out.Here's what I have to work with:We have a shared calendly for our team, where people can schedule meetings with us and they get randomly assigned to a member of the team, round robin style. Because the calendly is shared and not created by me, I can't connect it to any other apps. It is connected to my Google Calendar though, but the format & content of the Calendar event created cannot be edited. It looks like the screenshot attached.Also, when they schedule the event in Calendly, they get an email with a Typeform survey to fill in, with 3 questions: name, email, and a requires Yes/No question. This info goes into a Google Sheet - a new row is created for each Typeform entry, so for my example in the screenshot, the Google Sheet would have Alex test in column A, alextest@gmail.com in column B and (let's say)

2
A
4 years ago
R
rishireddy220
asked in How Do I

How to connect to ms crm on premise v8.2

Hi,When i try to connect with ms crm onpremise it is not connecting.Does Zapier support onPremise version 8.2 ??

2
jesse
4 years ago
N
neilaschneider
asked in How Do I

Multiple instances of titlecase in FORMATTER

Can you run several fields of data through the titlecase formatter? In other words, can I add a comma and do Name, Company and Address? in the same step?

3
AndrewJDavison_Luhhu
4 years ago
G
gwen1299Beginner
asked in How Do I

Zap works in test but not when turned on

I am trying to create a completed task in Salesforce when I send an email. I send the email from our on premise exchange server and use Saleshandy to track them.I set up the Zap to catch a webhook when Saleshandy logs a sent email and check it against a list of my accounts in Google Sheets (to make sure that only my accounts are being updated) and then log a completed email task in Salesforce.When I run the test, I get the completed task in Salesforce. When I have the Zap turned on and I send an email, nothing happens.Any help would be greatly appreciated.Thanks!Jenn

3
AndrewJDavison_Luhhu
4 years ago
L
Luen_Supa1
asked in How Do I

Ontraport to Salesforce Professional Integration

Hey Zapier Community, We're looking to integrate Ontraport to Salesforce. Is the integration possible with both Salesforce Essential and Professional editions?Rule based auto-add/update Ontraport contacts to Salesforce and vice-versa?Thank you!

2
L
4 years ago
D
DRA
asked in How Do I

Quotient to Zoho

I am trying to get zapier to create a new contact in zoho when I create one in quotient. I don't see it as a trigger. I see this Create Contact(Deprecated) Creates a new contact under all triggers, but am not sure if this means Zapier can no longer do this? Any feed back would be appreciated..

1
AndrewJDavison_Luhhu
4 years ago
M
mmorton
asked in How Do I

All Day Event for Google Sheet -> Google Calendar

I have a zap that works based off a Google Form that populates a google sheet. The form is taking submissions for events, that the submitter selects a date or date range for. That could be a 1 day, or multi-day event.My Zap reads the spreadsheet on the addition of a new row, and based on that it creates a google calendar event.The problem I cannot seem to solve. The incoming dates are formatted like: start: 2019-12-05end: 2019-12-07When the event is created in google cal, a multi-day event like the above only shows for the 05-06 date - exclusive of the 07 date.In the case of a single day event, it does not trigger as "all day" in google cal - just a time range...There is some documentation about how to overcome it - but it seems to rely on the source being modified to set the end date +1 days ahead. I can't really affect that incoming date - so is there a way on the Zap side that I can ensure that the date range submitted is:inclusive of the dates submittedall day events

5
AndrewJDavison_Luhhu
4 years ago
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