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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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18981 Topics
jtek
jtek
asked in How Do I
Creating a Zap for Daily Sales Data

I have a Google Spreadsheet that I update daily with sales data from a variety of marketplaces (ie, Amazon, eBay, Walmart, etc). I'm trying to figure out a way that once a day, Zapier will pull the previous days sales and place them in their respective columns.I've watched a read a few of the provided tutorials but the best I've been able to do is a triggered event for individual sales on any given marketplace. I'd need them added up and separated by day.

17886
jtek
4 years ago
K
kacperBeginner
asked in How Do I
Google Sheets to Slack, triggered by date from sheet

Hi,I'd like to make the date from a cell in a Google Sheet the trigger for sending a Slack notification with row contents (or just 1 cell will suffice).How do I set this up? Or is there a better solution to this?

16135
K
4 years ago
M
MMck
asked in How Do I
Evernote and Zapier - shared notebooks

Hi,I've started using Zapier for an Evernote-Pushover zap (to send me a notification when I receive a new note in Evernote). Although the zap works on my Evernote inbox and folders that I've created, the problem is that it doesn't work for shared notebooks. This is where I really need to receive the notifications - for letting me know when my work colleague adds a note into that shared notebook!For some reason Zapier can't find the shared notebook as it doesn't appear in the drop-down list when editing the zap. Does anyone know why and more importantly is there a workaround for this?Many thanks!

11095
ChrisP
4 years ago
B
bsavage
asked in How Do I
why am i getting a "bargle" when i set up a zap to connect to prospect connector?

everytime i try to set up a single property house ad, I can never use the prospect connector feature without getting a bargle when I try to test it.

9111
AndrewJDavison_Luhhu
4 years ago
Z
Zzzzz
asked in How Do I
Google Drive to Facebook pages wont work

I have this error when I try to test the google drive upload to Facebook pages Screenshot Can anyone help? Thank you

9072
Z
4 years ago
S
shareberg
asked in How Do I
Creating a Zap in Airtable when I hit a targeted sum

I have created a table in Airtable in which I have a running sum at the bottom of a particular field. I would like to create a zap when the sum for that field hits $50,000 and then one for when it hits $75,000. I can't figure out if it's possible to have a particular sum as a trigger since the sum is not part of a record. Thanks!

21183
S
4 years ago
S
sunnyaiBeginner
posted in How Do I
Looking for Zapier Developers

Hey everyone, I'm looking to hire zapier developers, with strong expertise in Zapier workflow automation.

63166
A
4 years ago
A
AlainFontaine
asked in How Do I
Zapier and Zoho : how to add notes to existing Contacts or Accounts

Hello,I know how to search and find the needed Contact or Account, and I know how to create an (unlinked / unrelated) Note, but how do I actually add a Note to the Contact or Account I have selected in the first step?Similar question : how to add a new Contact underneath an existing Account...Thanks for your help!

3251
AndrewJDavison_Luhhu
4 years ago
B
BADGROOVY
asked in How Do I
Read an Excel file saved in One Drive

I know it is possible to extract data from excel files in One Drive using the Microsoft graph API.Is Zapier able to read Excel data hosted in One Drive?

25123
AndrewJDavison_Luhhu
4 years ago
W
WallyBasil
asked in How Do I
Creating a bot that sends a Slack message from a Google Spreadsheet cell

My goal is to post a Slack message from a cell to a Slack but fails. The error that thows is: Bargle. We had trouble getting a matching spreadsheet row. :-(Error details:Nothing could be found for the search.I have a gut feeling is a permission error, I've tried changing the names of the columns, the filename, selecting another sheet. But no luck.

14964
AndrewJDavison_Luhhu
4 years ago
C
CycloneFPV
asked in How Do I
YouTube Post Notifications

Can you please tell me if it is possible to receive notification if someone posts to my youtube videos? I am trying to find a trigger for this but I could not see it.

3242
C
4 years ago
Martinewski
MartinewskiTinkerer
asked in How Do I
Google Drive - get new filename after rename

I have multiple copies of a Google Sheet (my template), with various cell protections. Those sheets are shared and used once – they are left untouched after use for archival purposes.Whenever someone uses the file, they rename it with a customer name and address, for later searching. The renaming is done after the file is changed.What I want to do is to have Zapier monitor file updates and send me an email or some other action, with the new filename. When Google Drive's Updated File triggers, Zapier receives the current filename (my template name).How could I get the new file name after X minutes, using the file_id? Find File action expects a filename, not the file_id. Any ideas?

6687
PaulKortman
4 years ago
P
pim
asked in How Do I
Creating dynamic fields based on Google Sheets

As a marketing agency we spend a lot of time on reporting. For larger clients a custom dashboard is created, but this is not always feasible for smaller clients. So, we update them weekly with metrics such as impressions, reach and sales through e-mail.Running reports from multiple data sources (Facebook, Google Ads...) and typing statistics in a mail is a waste of time. Ideally we want to automate this reporting by sending campaign managers weekly e-mails with the latest statistics.Tools such as Supermetrics and Funnel can update metrics from almost all advertising channels periodically in Google Sheets. Unfortunately, it is not possible with Zapier to select the contents of specific cells and convert them to dynamic fields we can use in Gmail.An example of this automation would be a weekly mail that contains the following, with dynamic fields as brackets:--Hi {client},Quick update on your {channel} campaign. {Previous week} your {channel} campaign had {amount1} {metric1} and {amount2

11013
PaulKortman
4 years ago
N
NethbaccaBeginner
asked in How Do I
Zapier shows data field but when Zap works data does not appear in a created Google Doc

Using Zapier to create a google doc from a template when a new response is created in google forms. Placeholders a set up correctly in the doc template and show on Zapier. All placeholders show up as optional field in Zapier. However, when I tested the zap, only non-text data is transferring from forms into the template. Zapier actually shows the field but when Zap works non-text data does not appear in the created Google Doc. Any ideas would be greatly appreciated.

7337
AndrewJDavison_Luhhu
4 years ago
P
pim
asked in How Do I
Creating dynamic fields based on Google Sheets

As a marketing agency we spend a lot of time on reporting. For larger clients a custom dashboard is created, but this is not always feasible for smaller clients. So, we update them weekly with metrics such as impressions, reach and sales through e-mail.Running reports from multiple data sources (Facebook, Google Ads...) and typing statistics in a mail is a waste of time. Ideally we want to automate this reporting by sending campaign managers weekly e-mails with the latest statistics.Tools such as Supermetrics and Funnel can update metrics from almost all advertising channels periodically in Google Sheets. Unfortunately, it is not possible with Zapier to select the contents of specific cells and convert them to dynamic fields we can use in Gmail.An example of this automation would be a weekly mail that contains the following, with dynamic fields as brackets:--Hi {client},Quick update on your {channel} campaign. {Previous week} your {channel} campaign had {amount1} {metric1} and {amount2

13232
Danvers
4 years ago
Danvers
DanversZapier Staff
posted in How Do I
How are new integrations added to Zapier?

As a couple of folks were asking about this in another post, I thought it would be a good idea to start a new post to talk about how apps are added to Zapier's integrations. @AndrewJDavison_Luhhu asked:I've always been curious. What's the criteria where Zapier will step in a built an integration themselves? Is it where an app gets so successful, but efforts to encourage the app to build their own integration have just failed?And @ChrisP followed this up with:...it must be a nightmare for the Zapier dev team. They are in a tricky situation. Do they sunset problematic apps? Could cause chaos with existing automations. I've never heard of any app integrations being dropped but maybe @jesse or @Danvers could enlighten us on this.The majority of new app integrations are added by the owners of the app. They are responsible for building the integration and once they have the integration ready for testing, we have a partnership team that works with them to prepare for a pub

248714
Danvers
4 years ago
Bob
BobBeginner
asked in How Do I
Does anyone have experience with Email Validation and/or USAEpay integration with Zapier?

Hello Zapier Community!Some quick context- the past decade I have owned and operated a debt collection agency. I've been in the process of shutting it down for over a month now in order to pursue a career in automation.I still have thousands of accounts that require follow ups and I'm trying to leverage Zapier to run an email campaign on all of the people who had promised to pay (and then weren't followed up with).Because debt collections uses high risk payment processing (and Stripe isn't a fan of that industry) I have to use USAEpay which has no native integration with Zapier so I think this is the perfect time to jump into webhooks. I was wondering if anybody has experience specifically with USAEpay?Another potential issue is invalid email addresses. Between data entry errors and verbal miscommunications- we would bounce enough emails to be flagged as spam if we didn't pre-screen the email addresses first.This is a one time campaign (with consent of course)

38516
Danvers
4 years ago
Bob
BobBeginner
asked in How Do I
Feature Request: Native integration for USAEpay (and other payment gateways)

Its becoming commonplace for Stripe and PayPal to sort of 'rule' the online payment arena, but there is a slight catch 22 in that PayPal and Stripe have such easy integration built in by design where other gateways such as USAEpay, Authorize.Net and NMI are reasonably popular with more traditional businesses and many people are unable to learn to integrate them.I'm not sure I have a whole lot of use for USAEpay integrations beyond 1 single project I'm working on now- but I know dozens of people who could benefit significantly from that particular integration.I just wanted to voice my request on that particular Zapier integration

30227
Danvers
4 years ago
8
8organics
asked in How Do I
Woocommerce to Wave integration (Newbie)

Hi there,Let me first preface that I'm completely new to Zapier. I am currently using wave as a simple invoicing system. Simply put I would like to automate online store orders to create and send an invoice to the customer and cross reference when it is paid through our current payment gateways.Currently I have three steps in my Zap.New order in woocommerceCreate Invoice in waveFind or Create customer in waveI have tried to send a test invoice but I am getting a field error for date. I have tried to input woocommerce's order date to automatically fill the field but it isn't working. I have tried the suggested in the attachment. I may not be filling the fields correctly, as quite frankly im very new to this and am unsure in what format I should be inputting data. I have been simply using data from "woocommerce new order" to input the fields on the wave section on zapier.I have also tried searching woocommerce + wave invoice integration with zapier but could not

2501
Danvers
4 years ago
Danvers
DanversZapier Staff
asked in How Do I
How can you record PayPal transactions in a Zap if you're already using the IPN?

To set up a Zap that triggers from PayPal, you need to add the webhook provide by the Zap's trigger action in PayPal's Instant Payment Notification (IPN) section. You can learn more about the IPN settings in PayPal in this help doc from PayPal. Many users are already using the IPN for another purpose, like managing ecommerce software, and so can't use it for Zapier. Is this something that folks have come across and do you have any suggestions for workarounds?

5357
TheDavidJohnson
4 years ago
Bryan
BryanBeginner
posted in How Do I
Zapier Certified Expert looking for work at 10c to the dollar

Hi guysSimply put - I'm looking for work. I'm in South Africa GMT+2 and we've got a struggling economy, so the exchange rate is SHOCKING for us.... but great for you. Our exchange rate buys about R16 for every $1 or Pound... and about the same for the Aussie dollar too. If you have anything you want to outsource, please give me a yell.My core competencies: Basecamp (including chat bot) Infusionsoft (by KEAP)Webhooks Integrating different businesses/ clientscomplex system designFacebook automation (leads, pages, groups)Lifecycle Marketing projectMany more... but that's my focus up there. Industries:extensive knowledge of healthcare medicine claim switching (PBM) real estate construction project managementThanks in advance.BryanBryan@communityfirst.biz

51664
Bryan
4 years ago
R
RussJohns
asked in How Do I
Why isn't the folders show up in the Workspace?

When I'm creating a ZAP I poll the dropdown for the folders and I get no results. I'm creating a zap that creates a new list from a scheduled event from Calendly and want a list item to show up from the new booking in the process. The folders are not showing up in the Clickup Zap.

4865
jesse
4 years ago
R
RJC
asked in How Do I
Mailchimp Facebook Zap SetUp

I am having trouble indetifying if my zap is set up correctly. I have a Zap set to capture FB Lead Email but when setting up Google Sheet and Mailchimp List to capture email it appears to be only grabbing last know entry as selection. Can I chat with someone at Zapier about this?

2532
Danvers
4 years ago
Nate
NateZapier Expert
asked in How Do I
Collect and process payment through SMS

Hi!I'm setting up an SMS conversation with Twilio Studio that collects payment information. I was hoping I can then add a Zap to process the payment with Stripe, but I noticed now that there is no such action. Any workarounds? 

4414
Nate
4 years ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
asked in How Do I
Can we PLEASE change {{zap_meta_human_now}} to something... anything else!?

I always forget what the wording is... honestly that help page must have some obscene amount of daily views 😅How about {{time_now}} ?

76414
Nate
4 years ago
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