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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.

  • 19,334 Topics
  • 65,515 Replies

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19334 Topics
S
srhjtrjnBeginner
asked in How Do I
How to implement stripe Payment Automatic charge after 4 days

 Hi, is it possible to create an invoice that will automatically charge them after 4 days? I'm using Zapier, and every time I set my Stripe process to automatically charge them with a due date of 4 days, it gives me an error. According to Stripe, it's possible to do this with a manual invoice, but they are not sure if Zapier can handle it. Thanks!

155
ken.a
9 days ago
K
KWLBeginner
asked in How Do I
Cannot read properties of undefined (reading 'split') Salesforce Object ID

Hi, How could I resolve this error:Whereby the Zapier results showing additional letter of “IAP”. If there is need to add formatter, how to do so?thanks 

73
ken.a
9 days ago
J
Jovan OdavicBeginner
asked in How Do I
How do I set up a Zap for appointment reminders and promotional updates via WhatsApp?

Hello, I have a question regarding certain automation possibility. Is there a way to have next zap: 1. Trigger: contact form fulfilled (for meeting booked, or time slot picked for an appointment)2. Thank you message on WhatsApp (coming from a name of the business - or similar)3. Reminders for appointment or meeting 4. Automated messages for certain offer updates, or promotions, or anything similar 

299
ken.a
9 days ago
W
WafaBeginner
asked in How Do I
How do I pull data from Streamtime's Beta reporting, including hidden info, into Google Sheets with Zapier?

 Hello Zapier team,I was wondering if there was a way to pull out information from Streamtime’s Beta reporting into Google sheet.At the moment there are no options for Reports in Trigger Event All information that is hidden which we can see by clicking the side arrow  in the picture below (Phase1, Phase 2 etc)And I would like to extract the entire information in the screenshot below: Please let me know if this is possible or this is something that can be added in Zapier?Many thanks,Wafa

94
JammerS
9 days ago
C
Ciara MBeginner
asked in How Do I
Update to Stripe interface from ACH Credit Transfers to Bank Transfer

I’m hoping someone can assist. We use Webhooks by Zapier to create a POST event to Stripe to create subscriptions and it’s been working great. I’ve had an email from Stripe to say that the ACH Credit Transfers are being depreciated and will move to bank transfers. I’ve also asked Stripe the question but I’m not getting a clear answer. Does anyone have any clues as to what data changes would be required in the POST. I’m not a developer so it good luck I previously got this working:-) Any help would be gratefully received.  

193
JammerS
9 days ago
A
Ark-AndNew
asked in How Do I
Zap for Zendesk ticket group assignment

I have different support agent groups in Zendesk with different geographical location. Ex. Europe and North America. In Zendesk when specific customers open a ticket they are automatically assign to the these specific groups. I want to have a Zap that checks when a ticket is created in Zendesk and trigger a twilio action based on the support group it is assigned to. Right now it seems i can only configure the trigger based on who the organization creating the ticket. thanks for any help is appreciated. 

113
JammerS
9 days ago
R
RensonNew
asked in How Do I
How do I create and update a Google Sheet with new items from monday.com using Zap?

I want to create Zap using monday.com and Google sheet  when any item created in monday.com new item should create in Google sheet . if monday.com particular item column changes it should get updated in spreadsheet 

213
Troy Tessalone
10 days ago
L
LaraCFINew
asked in How Do I
How to Create an Airtable Search Formula: Search by Field1

Hi!Can you help me create an Airtable search formula for Zapier? Currently, I have a zap set up with a 'Search by Field': 'Email Address'.I want to add one step - if 'Email Address' isn't found, then the zap should Search by 'Secondary Email Address'.For Context, in my Airtable I have two fields in my CRM: Email Address and Secondary Email address.People book Calendly events using either Email Address or Secondary Email Address.For every Calendly event booked, I want the zap to find the correct Airtable record matching by Email Address or, if not found, by Secondary Email Address.Thanks for your help!

152
SamB
Community Manager
10 days ago
M
Markdanny10101Beginner
asked in How Do I
How do I get Looping by Zapier to use Loop_Values instead of Preview_Loop_Values for sending individual emails?

Please Help me figure out why Im not able to get Looping by zapier to give out (Loop_values). It keeps giving out (Preview_Loop_Values).Im trying to loop a list of Names and Emails so that I can automate emails being sent out individually to each paired name and email but I cant seem to get that to happenFor example. Im using two names and two emails. I have sheets pick up the data and then go to loop by zapier and it gives out loop iteration. When running the email test and running it live, it still send out to all names and all emails in the same email. How can I resolve this? This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.

92
SamB
Community Manager
10 days ago
D
DazzNew
asked in How Do I
Automatically Sync Invision Community Primary User Group with Discord Roles

Is there a Zapp that will automatically sync Invision Community Primary Usergroup with a Discord User Role?Example: When an Invision Community Primary Usergroup is changed from User to VIP. Automatically update the Discord User Role with specific role specified for the Invision Community Usergroup.Change from User to VIP member - Discord Update from Member to VIP User Role.  

154
SamB
Community Manager
10 days ago
D
DavidchNew
asked in How Do I
Gohighlevel form submission to convertKit: add new subscriber

I’m trying to create a Zap that connects GoHighLevel to ConvertKit, where a new form submission in GoHighLevel adds a subscriber to ConvertKit.However, I’m running into issues:Zapier didn’t prompt me for an API key for GoHighLevel, so I’m unsure how it’s connecting to my specific subaccount.I’m unable to select the form I need in GoHighLevel, as it’s not showing up in Zapier.I couldnt find the option to just "add a new subscriber" for convertkitAt one point, Zapier suggested using ClickUp, which seems unrelated to this workflow.Can you help me understand how to properly connect my GoHighLevel subaccount with ConvertKit via Zapier?

184
Troy Tessalone
10 days ago
A
AntreasNew
asked in How Do I
How to create a custom action in Leadconnector/gohighlevel

How to create a custom action in Lead Connector/Gohighlevel????

103
Troy Tessalone
10 days ago
lamatekinc
lamatekincBeginner
asked in How Do I
How to deal with multiple user accounts for a zap (Asana example) ?

I’ve connected Asana with my work account and as a result every task I’m sending with the zap gets set as assigned by me. Because Asana is so expensive we are at our limit and I can’t set up a user as a service account for Zapier. I’m looking for the best workaround or way to set the assigned by. This really applies to any zap that uses a user login for connection rather than a key. My best idea: Clone the Zap, add a step to check to see if the user data I’m passing from my first step meets the criteria and if so proceed. The issue is I’d need 30 clones of the zap for this. Also this adds another task to the zap and will add up over time. Or is there another way to set the assigned by data or use a certain account based on a parameter? 

469
SamB
Community Manager
10 days ago
S
SuzukiBeginner
asked in How Do I
Invalid spreadsheet-style formula error

In order to prevent the comma from being lost when the obtained array contains empty elements,Referring to the article below, I use the following format action.https://community.zapier.com/code%2Dwebhooks%2D52/how%2Dto%2Ddeal%2Dwith%2Da%2Dnull%2Dvalue%2Din%2Da%2Dline%2Ditem%2D389However, if the value contains double quotes, a spreadsheet syntax error will occur. Is there any way to solve this?

243
SamB
Community Manager
10 days ago
N
nilsdeckerNew
asked in How Do I
How can I set the email FROM address to the user's email in Zapier when sending Typeform responses to Gladly?

I have a super short 2-step Typeform (user cancellation) survey.I am using Email by Zapier to send responses into our CRM (Gladly) so account reps can see whose account to cancel.How can I make the email FROM, the user’s email address rather than my account email address? I guess technically that would be spoofing the sender. What I am trying to accomplish is that the FROM is not 100 x me@mydomain.com but rather canceled-user@theirdomain.com - that would allow our support agents to identify them quicker rather than copy-pasting the canceled-user@theirdomain.com every time and then finding the user in Gladly.I know I can set the reply-to email to their email address, but we’re not really messaging them back so I want the email from to be theirs rather than my Zapier account email.Thank you!

356
SamB
Community Manager
10 days ago
RonGerber
RonGerberBeginner
asked in How Do I
Excel to Zoom - How To Access Excel Data and Automatically Create Zoom Webinar Registrants

I have an excel file stored on my onedrive account, with three columns: First Name, Last Name, Email Address. There are about 200 rows with data. I have correctly linked my onedrive account with my zapier account, which can pull up this excel.I want to create a Zap, that will automatically register these people for a Zoom webinar, that is also correctly linked with my zapier account. FYI I have other Zaps, that work fine, that take Memberspace data (first name, last name and email) and correctly create a Webinar registrant. I now want to do the same with Excel data.The webinar has these same three required fields.BUT AS YOU CAN SEE IN THIS IMAGE, I DON’T KNOW HOW TO CREATE THE ZAP, THAT WILL PULL UP THE ROW DATA FROM EXCEL AND CREATE THE WEBINAR REGISTRANT.Any and all help is greatly appreciated.

145
ken.a
10 days ago
Z
ZoubeuhBeginner
asked in How Do I
How to automate monthly updates of Pennylane subscriptions from Google Sheets data using Zapier?

Dear Zapier Community,I hope you're all doing well.I'm looking for assistance in setting up an automation to update Pennylane subscriptions on a monthly basis using Zapier. Here's the scenario:Data Source: I have a Google Sheet where each row represents a client. The sheet includes the subscription amount and the Pennylane subscription ID for each client. Objective: Retrieve this data once a month and update the corresponding subscriptions in Pennylane accordingly.I'm unsure about the best approach to retrieve the data from Google Sheets and trigger the update in Pennylane every month. Has anyone set up a similar automation or could provide guidance on how to accomplish this using Zapier?Any suggestions or step-by-step instructions would be greatly appreciated.Thank you for your time and assistance!Best regards,

154
ken.a
10 days ago
L
lorio0130Beginner
asked in How Do I
Google Form Response to Trello to PDF attachment

I have a workflow that takes responses from a google form and maps them to custom fields in a Trello card  I would like to add a step to also have that google form converted to a pdf file and attach to same card.  I’ve been working on this for days and cannot figure out how to accomplish this.  Help!

93
JammerS
10 days ago
A
Artur SharksNew
asked in How Do I
Assistance with Account Access Due to Lost Email Access

I am reaching out on behalf of my client regarding an urgent issue with accessing their Zapier account. Unfortunately, they have lost access to the email associated with their account due to a former employee moving to the United States, rendering that contact method inaccessible. Recently, we received a security notification indicating that the account password had been compromised. When attempting to reset the password, the reset instructions were sent to the email we no longer control, and we have been unable to regain access. We would like to provide proof of ownership over the account. We can verify the following details:1. Payment Method: All payments associated with this Zapier account are linked to our billing details, which we can verify.2. Connected Apps and Zaps: We are able to provide a list of apps and workflows (Zaps) configured within the account to demonstrate our usage and ownership. Could you please advise us on the steps to recover access to the account or update the

71
JammerS
10 days ago
M
Manmohan.AnandNew
asked in How Do I
How do I map Asana tasks to different Jira projects based on product category using Zapier

Hey Team, I am planning to maintain a customer charter in Asana and set up the sync to create asana tasks in Jira directly. My use case is that my customer charter (in Asana) has a column called “Product Category” which I want to map to the JIRA project field as my customer charter includes multiple products (which are essentially different Jira projects in my organisation). So, basically in Asana I want to keep 1 project per customer under which asana tasks can sync to multiple different jira project based on the product category selected. Please let me know if this use case is feasible with Zapier.

101
JammerS
10 days ago
A
Aston1291New
asked in How Do I
How to create and remove future blocking events in Google Calendar A based on reservations in Calendar B?

I try to build a setup to create a blocking event in the A calendar from 08:00 to 14:00 whenever there is a new reservation in the B calendar before 12:00. The second Zap ensures that the blocking event is removed if the original B calendar reservation is canceled.Basically the setup works for events on the same day but doesn’t work for future events !Is it likely because of how the date and time fields are configured in Zapier ? 

21
JammerS
10 days ago
P
PropertyLoversAUNew
asked in How Do I
Anyone successfully zapped between RingCentral and Keap using phone number or alternative methods?

Hey everyone! Anyone who were able to zap between RingCentral and Keap? The only supported static data to match is the email address and contact ID in Keap which RingCentral would neither have. Any workaround using the contact’s phone number in RingCentral, or any alternatives? Thanks so much!

133
JammerS
10 days ago
E
Eslam.AbeNew
asked in How Do I
Monday.com automation to change a column status as soon as the value of a time tracking column reaches X hours.

Can anyone help with this Monday.com automation setup? I’m trying to get a status column to change from “no” to “yes” for example, as soon as the value of a time tracking column reaches X hours. For context, the time tracker activates and starts counting seconds as soon as a lead drops on my board.  When the time tracker reaches 2 hours for example, i need this to be the trigger for zapier to change the status column from No to Yes.   

112
Troy Tessalone
11 days ago
Ron M.
Ron M.New
asked in How Do I
The action events i need don't exist—can i create them?

I am using Wave accounting and I am unable to create expense records from other triggers and I am unable to use a new transactions in Wave as a trigger (they don’t already exist), both fundamental to my business and automation needs. Obviously I am not a programmer or I would not be here.  I am curious if there is any way that I can create these missing actions or have them created?  I have attempted to use the Wave API with no success.

41
Troy Tessalone
11 days ago
N
nkazesNew
asked in How Do I
Integrating Linkedin with Apollo

How do you integrate Linkedin/Sales Navigator with Apollo using Zapier? 

71
Troy Tessalone
11 days ago
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