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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.

  • 19,574 Topics
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19574 Topics
H
HAZLA EN GRANDENew
asked in How Do I
Add a unique random number per row in Sheets

Hi!I’m going nuts on this one. Hope you guys can help a brother out. Every time a “new row” is created (on google sheet) I need to add on “column A” a “unique random number” on that new row created. I know I can set formulas on zapier, but I’m struggling doing so. There are a few issuesRandom number: If this formula is used each time that any kind of info is placed on the sheet, ALL numbers are “refreshed”. For me this doesn't work since I need to keep the original (first) number.   I have set a value of “CR-0001-” on that column, so each time a new row is created, “CR-0001-” is placed (this is working just fine). Now. I need to place after this numer: 0001 then 0002 then 0003 and so on, for each “new row” created. I’m getting all the info from SHOPIFY (this I manage to do) so I just need to fill this column with this unique number.  I hope I was clear, since english is not my first language. Thank you in advance!   

4563
JammerS
15 days ago
A
a1luxBeginner
asked in How Do I
How do I map specific time and date from an email table to a Google Calendar event?

how do i map time and date from an email to a calendar. im converting details sent in a table form (time and date ) into a calendar event in google calendar. everything is working well but the event start and stop are using the time and date the email is sent as the event start time.  i can see in the exampler email where the date and time are mentioned on the table but it always uses the send date and time

205
JammerS
15 days ago
J
jamesbronNew
asked in How Do I
How to add Google Sheets in Zap account?

How to add google sheet in Zap account?

31
JammerS
15 days ago
M
mindshareNew
asked in How Do I
Maintenance question: How can I find depreciated actions within pages of active ZAPs?

I have pages of active Zaps and learned last week that one particular actions was deprecated.  Great.  While I can find the 10 or so Zaps with that one action my concern is if any others are floating out there. I asked support and they said not possible.  Any ideas - aside from opening every ZAP?  

12
SamB
Community Manager
15 days ago
D
dsmigelskiNew
asked in How Do I
Need Help: Move all rows in googlesheets where column D value = "Sent Via Zap". Move that row to the end of another sheet

I need some help.  I have two sheets (Unproceesed and Processed) in a single googlesheet.  I want the Zap to monitor and check. If Column D = “Sent via Zap” move that row (Or all rows matching the criteria) to the “Processed Tab” and add it to the end. Any help would be appreciated.

162
SamB
Community Manager
16 days ago
J
Jørgen AndreassenBeginner
asked in How Do I
Creating task in Clickup from Freshdesk, and updating ticket in Freshdesk

Hello - I’m a noob at this, but is it really so that it is not possible to update a ticket in Freshdesk without using a custom API request?I want to have Freshdesk create a task in Clickup if certain criterias is met, and update the ticket in Freshdesk with the Clickup taskId. This also to filter so that there is no duplicates of tasks.Maybe someone has some tips on how to solve this, expected this to be more straihtforward :|  

236
SamB
Community Manager
16 days ago
W
woodzzaNew
asked in How Do I
Cannot convert from Unicode 120183 to SQLWCHAR. Value is too large.

I am using a ZAP to import responses to a Facebook form to a SQL Database. Unfortunately users are from time to time adding an emoji to their response which causes this error on Zapier. It seems Zapiers solution is to create a FORMATTER and replace text to change the emoji characters to something else but this is not practical as there are 100’s of different emoji a user could use. Are there any suggestions to just strip out all UNICODE characters rather?

194
SamB
Community Manager
16 days ago
J
JimEllisBeginner
asked in How Do I
Looping by Zapier & Salesforce Lead Updates

Hi all,I’ve got an issue using the Looping by Zapier.When it runs, to update my Leads in Salesforce, it only appears to update one lead and then ignores anything after it.I thought that looping would update the first lead and then update the next lead which fulfilled my search criteria, but this doesn’t seem to be the case.Can anybody give me direction on how I can use looping correctly - so that it updates the leads in Salesforce which match my search criteria?Thanks 

407
SamB
Community Manager
16 days ago
P
Plants4HungerNew
asked in How Do I
Fundraise Up Donations to Little Green Light

I don’t know why my set up to import new donations in Fundraise Up to Little Green Light isn’t working. It seemed easy to create the run. 

42
ken.a
16 days ago
R
renatnycBeginner
asked in How Do I
How do I set up a daily Zapier schedule to process individual rows from a spreadsheet and email responses to clients?

I am trying to create a zap where first step is scheduler by zapier at 4 pm daily has to start get information from  spreadsheet send to chat gpt  where i map each column on that row map in chat gpt and next step is the response emailed to client and return to next row for same cycle with next row. the problem i am having from spreadsheet it takes all rows together no matter how i set up actions in spreadsheet second problem i do not know how to make zapier make repeated steps untill no rows left with information. 

163
ken.a
16 days ago
A
alexsamNew
asked in How Do I
Which video chat APIs are you guys using for video conferencing?

I need to build my own video chat platform like Zoom and Teams for my enterprise for client chat. But I strongly need encryptions and other features in my own branding elements.What are your thoughts on the following providers:MirrorFly ApphiTect Sendbird

51
JammerS
16 days ago
A
AMcCulloughNew
asked in How Do I
Squadcast not creating the recording session from Calendly

I have created the zap and tested it and it appears to work correctly when I test it however, it will not automatically create the recording session once the invitee has booked a session. When I test it, it creates the session properly. Thanks for your help.these are my settings 

185
B
16 days ago
S
Shogun EliteNew
asked in How Do I
How do I connect Setmore with Helcim payments using an API key in Zapier?

I need to connect setmore with Helcim payments.  Helcim isn’t an app I can chose from within Zapier.  I have an API key.  The trigger needs to be they book a lesson and then pay with helcim 

62
JammerS
16 days ago
R
rumpus-devNew
asked in How Do I
Update email on MailChimp when an active Woo Membership user updates her email on WordPress

When customers buy a WooCommerce Membership on our site, we have a Zap to send their info to one of our MailChimp lists. That works perfectly.Now we need a second Zap that updates the member’s email on MailChimp if the member updates their email on WordPress. I can see how to do this for ANY user, but we want to limit this to users with ACTIVE memberships. I’m not understanding how to do that, or if it’s possible.Thanks!

132
R
16 days ago
S
sduBeginner
asked in How Do I
Help with Automating Idea-to-Document Workflows Using Zapier

Hey, this is my first post on the community so bear with me I’m still learning how to use Zapier.Thank you so much for taking the time to read this I’ll get right into it to not waste anymore of your time. I’ve been building an automation where a user inputs and idea such as: Best Modular Sofas Online ShoppingThen I have my chat gpt generate a list of online stores related to this idea. So the output would be the list.Now I have created a loop to separate each idea, incase the user inputs multiple ideas it is all divided into idea title 1 idea output 1, 2.. and so onI’ve been having some issues trying to make a google doc for each idea so the user can access all the data easily. With the help of the ‘Copilot suggestions’ I was suggested to use Looping from Zapier (Create Loop from Line Items), but I ran into the issue when making the Values to Loop list since I don’t know how many ‘ideas’ the user will generate. So I went back to ‘Copilot Suggestions’ and now its been resending me this

18312
SamB
Community Manager
16 days ago
J
johansNew
asked in How Do I
How do I automate bi-weekly Slack updates from Google Sheets data using Zapier?

Hi Everyone,I'm hitting a wall on a zapier automation and would greatly appreciate some expert assistance here.Here’s what I’m trying to accomplish:I want to send bi-weekly automated Slack updates to individual slack channels based on data stored in a Google Sheet.My current table has the following fields: Project Name, Slack Channel ID, a boolean to determine whether a bi-weekly update should be sent, and around 8-10 other fields that I’d like to include in my automated messages.I’ve successfully created a Zap for an individual row in the sheet, but I’m struggling to iterate over all rows and filter the automation based on my boolean.Does this sound familiar to anyone? Any expert tips to share in terms of action sequencing ?thank you so much !

92
SamB
Community Manager
17 days ago
M
M_Hullett82New
asked in How Do I
Youtube Videos ONLY, NOT Streams?

I have a simple Youtube to discord set up with New videos into channel that works.Is there a way to only have videos section in youtube and avoid the streams section that gets posted. I just want videos ONLY not streams? Example; either using the url youtube.com/username/videos instead of the main channel home page with all the features?

32
SamB
Community Manager
17 days ago
J
jordan_nestBeginner
asked in How Do I
How do I separate multiple locations in Typeform for distribution to Business Partners via Zapier?

Hi,I am currently setting up my new Zap; the key premise of it is: Collect customer data in a form > based on the customers specified locations, send form data to business partners in the locations specified.My current issue is that if a customer selects multiple locations (which is highly likely), Typeform parses the text, and combines the multiple locations into a single string. As a result, the Zap isn’t able to distinguish the individual locations because of the combined string and isn’t distributing the emails to the partners operating in that area.The only way i can see is to manually create every single relation of potential locations which is an almost impossible ask. Some points:Customer data is populated in a typeform. They select their locations as one of the questions Business partner data is already populated in a google sheet The customer may require multiple locations; if so, the customer data needs to be sent in all the places they business partners operate. Can anyo

499
ken.a
17 days ago
bocal
bocalBeginner
asked in How Do I
Link Gmail thread to Nethunt record - No results

Hi,I have a flow running that organizes and mails a specific document. Everything works great - what a relief! - except link the sent mail to my Nethunt record. The zap sents the mail so it had its ThreadID and has already found the Nethunt ID in previous steps. Yet, for some reason, it won’t connect the 2 together.When testing the step it input values are correct but there is no output. Is anyone able to resolve this? See screenshots attached.Best and thanks for thinking with me,E. 

349
ken.a
17 days ago
Z
ZinnurcNew
asked in How Do I
How do I fix this Upgarde message?

Urgent Assistance Needed: Upgrade Issue with Zap Not WorkingAbout six days ago, I upgraded my account to a Professional paid plan. However, my dashboard still displays the “UPGRADE” message. Before upgrading, everything was working fine, including text sending and other functions, but now these features have stopped working.I’ve confirmed that my payment to Zapier has been processed successfully, as requested by the chat prompt. I’ve emailed your support team 3-4 times but haven’t received any response.Could you please help resolve this issue so that my Zap functions correctly? Or if there are any steps I can take to fix this, kindly let me know.Thank you for your prompt attention to this matter.Best,

41
JammerS
17 days ago
C
chiNew
asked in How Do I
How do I connect Facebook leads to CRM using Zapier when target Facebook is not displayed?

「翻訳アプリを使用しているため、文章がおかしくてもご容赦ください。Facebookのリードを取得したいと考えており、スプレッドシートへのデータ送信のテストは成功しています。しかし、新規リード申請があった際にZapierのトリガーが起動しません。また、リードアクセスマネージャーに追加しようとしても対象のFacebookが表示されず、CRMに接続できません。どのように設定すればよいでしょうか？」  私はfacebookleadの獲得がしたいです。データをスプレッドシートに送信するテストはクリアしています。新しいリード申し込みがあったときは、Zapierのトリガーが動きません。leadアクセスマネージャーに追加するとき、対象そのためCRM接続ができません。どのように設定したらよいでしょうかTranslated by a Zapier Moderator:  I'm using a translation app, so please forgive any mistakes in my writing. I'm trying to capture Facebook leads, and I've been successfully testing sending data to a spreadsheet. However, when I receive a new lead request, When I try to add it to Lead Access Manager, the target Facebook is not displayed and cannot be connected to CRM. How should I set it up? I want to get facebook leads. The test of sending data to a spreadsheet has passed. Zapier's trigger doesn't work when a new lead request is received. When adding lead to access manager, target therefore CRM connection is not possible. How should I set it up

21
JammerS
17 days ago
tslyons
tslyonsBeginner
asked in How Do I
Best approach to parse an HTML table in email

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.I need to parse certain fields from an HTML formatted purchase confirmation.  A cropped screen shot is below.  The second shot shows the hash that the parser is making on some, but not all, of the fields from the text-based Body of the email.  Any techniques for pre-formatting the text resultant from the HTML extract?Thanks very much for any guidance.     

103
JammerS
17 days ago
N
nickayhanNew
asked in How Do I
How can I get only my Follow Up Boss leads into Mailchimp?

I have a team FUB account with my brokerage. I have Mailchimp integrated with Follow Up Boss, but everytime someone on our team creates a new contact, they automatically get added to my Mailchimp audience. I don’t want that. I tried created a Zap to filter only contacts who were assigned to me, but I guess Zapier doesn’t support those custom fields? Help please. 

104
JammerS
17 days ago
M
Michael HironimusNew
asked in How Do I
Central Assistant to Hubspot

I feel like this should be a really easy integration but I’m struggling.  I want a Central Assistant to be my CRM helper in Hubspot.  Add contacts, edit, find contacts, etc.It’s telling me to set up a Zap, but what is the trigger?  There’s no opportunity to have a Central Assistant query as a trigger.  I feel like I’m missing something easy but can’t figure it out. Thanks for any help.

71
JammerS
17 days ago
E
Emil InstaNew
asked in How Do I
Same Day Booking

Hi! I am newbie and trying to learn zap. I am trying to build a zap that will be integrated to our Slack channel. What we basically want to do is get notified in our Slack channels when a new booking comes in for a same day session Example: Booking shows up in our gmail account for a same day session Booking Date: 12/8Session Date: 12/8 When sessions like this is booked, we will be notified so we know that a same-day booking comes in.

81
B
17 days ago
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