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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.

  • 19,648 Topics
  • 66,740 Replies

5 Common Mistakes to Avoid when Using Zapier

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How to Connect Outlook to Notion - the EASY Way

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19648 Topics
B
BlakeNoeNew
asked in How Do I
How to update SalesRabbit fields so they show up as dropdown options?

Field options for SalesRabbit DropdownSetting options in SalesrabbitCustom Lead Fields I have created in SalesRabbit which NEED TO SHOW UP IN ZAPIER BUT ARE NOT 

122
MohSwellam
6 months ago
R
RichardsNew
asked in How Do I
How do I filter Zapier so that it will only continue if the client has the property “Finished Client”?

I’m new to Notion and Zapier so I’m not sure how to use it properly yet. I want to make a Zapier filter where it would only continue if the client has the property “ ⁂ Finished Client ”--------------------------------------------------------------But I want it to select the actual item so if I select the Notion items id in the filter it would check if the actual id “ef057711-ca14-46ac-938c-d9e35413d123” has “ ⁂ Finished Client” which it obviously doesn’t.I want to know if there’s a way I can select it in the filter so it checks the ACTUAL item in notion for the property “ ⁂ Finished Client ”.It feels like there’s a really simple solution to this and I’m just being stupid but I’m not a 100% sure so any help is appreciated and I’m sorry if this is hard to follow 

242
MohSwellam
6 months ago
tomo
tomoBeginner
asked in How Do I
How do I dynamically select employees for training invites in Zapier Interface?

HiI want to create a form in interfaces that will be sending an email invitation for a training for selected employees I have a list of employees in the Zapier tableCan I dynamically select the employees directly in Zapier Interface?CheersTom

81
SamB
Community Manager
6 months ago
A
alanwunscheBeginner
asked in How Do I
Adding Parameters to a Chatbot's Embed code

I commented with my question here too:  How do I programmatically update the Zapier Chatbot embed code so that I pass params? ChatGPT suggested the following : <script> function createChatbotEmbed(params) { const chatbotEmbed = document.createElement(‘zapier-interfaces-chatbot-embed’); chatbotEmbed.setAttribute(‘is-popup’, ‘false’); chatbotEmbed.setAttribute(‘chatbot-id’, ‘<Redacted for post>’); chatbotEmbed.setAttribute(‘height’, ‘600px’); chatbotEmbed.setAttribute(‘width’, ’90%’); if (params) { chatbotEmbed.setAttribute(‘params’, JSON.stringify(params)); } // Append the embed code to the DOM document.querySelector(‘.h6’).appendChild(chatbotEmbed); // Debugging: log the final embed element console.log(chatbotEmbed.outerHTML); } // Check if the logged_in_user object exists and contains a softr_user_email property if (window.logged_in_user && window.logged_in_use

924
SamB
Community Manager
6 months ago
I
itolmNew
asked in How Do I
How do I can add now amoCRM(not Kommo)

How do I should add integration to amocrm.ru, like not Kommo, I do not found any informations about this, I think that they deleted this module? 

141
SamB
Community Manager
6 months ago
D
D2CBeginner
asked in How Do I
How to create a double opt-in in the Zap using CleverReach?

Hey! I created a zap connecting Squarespace Newsletter Form to CleverReach. I want to enable double opt-in but Zapier asks for a form and I don´t know what form that is or how to create one. Can anyone help me? I also attached a screenshot, so you know which section I talk about.Thank you!!Sophie

243
ken.a
6 months ago
A
alsaNew
asked in How Do I
Can I connect Zapier to WooCommerce using API key without the Zapier plugin?

Hi,Is there any way to connect Zapier to WooCommerce without using the Zapier plugin, perhaps by using an API key and a WordPress application password?Is having the plugin installed mandatory?

952
JammerS
6 months ago
Mhamed Samy
Mhamed SamyBeginner
asked in How Do I
How to calculate the cost of ZAP ?

I want to know How to calculate the cost of ZAP?An example of what I wantZap receives 6 files via WebhookThat is, 6 zap is madeBut only one file passes through the filterI wanted to know whether the cost would be calculated for 6 zaps or for just one zap  

1693
Mhamed Samy
6 months ago
Mhamed Samy
Mhamed SamyBeginner
asked in How Do I
Are the tasks in ZAP that were stopped by the filter counted? Do the 5 Zaps that were stopped by the filter have their tasks counted?

Zap receives 6 files via WebhookThat is, 6 zap is madeBut only one file passes through the filterAre the tasks in ZAP that were stopped by the filter counted?Only one Zap is successfulDo the 5 Zaps that were stopped by the filter have their tasks counted (the tasks before the filter)?  The Tasks located before the filter.   The 6 Zap created but only one is successful and the others are stopped due to the filter (inRunHistory) 

61
Mhamed Samy
6 months ago
P
PIDataNew
asked in How Do I
How do I modify the capitalize rule in Zapier Formatter for specific cases in names?

I’m sending lead information from Podio to a Google sheet that is shared with our clients, so I want to make sure everything the client sees on the sheet is properly formatted and professional. I’m using the Formatter to capitalize the first letter of each word in the “Name” field, but I’m running into a problem when there is an attached prefix for the last name such as “Mc” like McKnight or “De” like DeSalle. I have the reverse issue when the prefix is separate and it needs to stay lower case, such as “van” in van Gogh or “de la” in de la Mare.I know these kinds of names are already tricky, but is there a way to modify the capitalize rule for specific cases?

61
Troy Tessalone
6 months ago
H
haleydestinationNew
asked in How Do I
How do I automate time tracking from monday.com to pre-fill freelancer timesheets in Harvest?

Looking for some help here! We use the timer tracker tool in Monday with the play button on all of our projects to get accurate time tracking on how long projects take. Our team is mostly freelancers, and we are looking for automation to take the time tracked per project in Monday and pre-populate our Freelancers Timesheets in Harvest. Looking for any advice, thank you! 

192
SamB
Community Manager
6 months ago
C
Chaser NormNew
asked in How Do I
Podcast Name from RSS Feed

Hey Zappers – I’m trying run a simple Zap to populate a sheet with podcast details from RSS. Challenge: Take an RSS feed that delivers HTML as a text blob, parse that HTML for the title tag, drop result into a Google Sheet.Obstacle: Parsing the HTML.A snippet of the the RSS feed:<rss xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:media="http://search.yahoo.com/mrss/" xmlns:content="http://purl.org/rss/1.0/modules/content/" version="2.0"><channel><atom:link href="https://feeds.megaphone.fm/GLT1412515089" rel="self" type="application/rss+xml"/><title>The Joe Rogan Experience</title><language>en</language><copyright>© All rights reserved</copyright><description>The official podcast of comedian Joe Rogan.</description>Since I can’t find a way to pull the podcast name (NOT the episode title) from the RS

121
SamB
Community Manager
6 months ago
T
TerraynovaNew
asked in How Do I
How to reduce Zap tasks using Google Sheets?

Hello I am new on ZapierI am using it to move the data from google sheets to Notion tables so the team can tag and do follows back on the leads  But I think I am using many zapsor maybe my way of use this is rusty. Maybe if this update just once or twice per day will be enough. my big concerns is I do not know if each data/ row is a credit, if so…. I will get out of credit very fast.Now I am using two zaps one every time a new row is createdand another every time a row is updated ( because when I only use the previous one some data where missing)  thanks.  Zap 2Zap 1 

231
SamB
Community Manager
6 months ago
I
include007New
asked in How Do I
How can I add new columns to an Excel file with Zapier?

Hi, is it possible to add a new column to a excell file? I’ve see some people try to do this with Google Sheets but I don’t see any action to do this - only - add rows. Thanks in advance,

812
I
6 months ago
M
Michael-767New
asked in How Do I
Help with Slack automation. Ping me in thread if there is no emoji reaction to message in 10 minutes.

Hey, I am looking for help to finish my Slack automation. I want to enable the flowing scenario. If there is no emoji reaction to message in 10 minutes, create a thread and ping me. I set up a trigger for a new message, added Delay by Zapier and added action to find the right message by permalink. How do I do check if the message has any emoji reactions? 

451
SamB
Community Manager
6 months ago
R
RasangikaBeginner
asked in How Do I
How to find a user group by it's ID using Slack actions?

Hi,Similar to the "Find User by ID" Slack action, I would like to find the Slack user group by Slack group ID. I didn't see any existing actions to do this. Are there any workarounds available?I'm trying to use the "Add Reminder" action in Slack, and I need to provide a value for the "Remind who?" field. I want to add the group ID here to remind the group in Slack.Thank you!

631
ken.a
6 months ago
L
Lot20New
asked in How Do I
How do I create a Zap to add booking details (Ticket Tailor) to existing Google Calendar event notes?

I’m wondering i’m i’m able to create a Zap that adds the booking info (from Ticket Tailor) to the notes part of an exisiting Google Calendar Event

81
ken.a
6 months ago
B
bart46411New
asked in How Do I
How do I capture Stripe customer data for invoices in BaseLinker?

Hello I need help with connecting Stripe to Baselinker. I got an order from company and want to send them the invoice. They filled the data such taxation number or the company name when they were doing the payment. However I'm not able to see it in the zapier. I mean I'm not sure which tile should I add in some fields.I'm adding the screenshot.I contacted Stripe and they asked me to reach out to you directly.

71
ken.a
6 months ago
M
MikeyC123456New
asked in How Do I
How can I prepopulate Oneflow fields with data from multiple Zoho CRM modules?

HIFirst time posting on this and I’m not really technical - so bear with me!Using Zapier for the first time and connecting Zoho CRM with ONeflow which is a contract/signing software.I’ve managed to do the basic part which is essentially find the record I need from a trigger - that being when the opportunity/deal in ZOho CRM is updated to ‘ready to sign’ it will trigger the creation of a contract in Oneflow.My challenge is that I want to prepopulate fields in Oneflow with information from Zoho CRM - however the information I need is in different modules (eg contacts and companies)  Does anyone know how I can grab data to fill out different fields in ONeflow by interrogating data from different modules in Zoho but using the same ‘trigger’.Hope that makes sense to someone more intelligent than meMIke

137
ken.a
6 months ago
K
KeenZapperNew
asked in How Do I
How do I format text in a Zap to appear bold and underlined in a Jira description field?

Hi, I am looking for assistance around formatting when I submit a record, via Zapier, to Jira.  I want to format the text in the description field so that in Jira it is formatted nicely. For example, in this image I would like ‘Change Overview’ to be bold and underlined, and ‘Title of Change’ to be bold.   Could someone please suggest how I would do this?  Thanks. 

4601
ken.a
6 months ago
N
naginrezaieanNew
asked in How Do I
How do I create a Zap/Workflow from ClickFunnels to Bubble?

Hi everyone!I’m having problems creating a workflow to create users in Bubble after they’ve signed up for a subscription via ClickFunnels. Could someone please help?Thanks!

338
JammerS
6 months ago
S
SmallfireNew
asked in How Do I
How to send image in Facebook Messenger?

Hi everyone,I want to send one or more images to Facebook Page Messenger with Zap, is there anyway to do that?

211
JammerS
6 months ago
C
CCEPNew
asked in How Do I
Is there a way to allow partial matches in "Find Record in Salesforce”?

Hi all, Can anyone advise if there is a way to allow for a partial match in the “Find Record in Salesforce” action?  In this instance I am trying to search for an existing opportunity by part of the name (a unique number that we use to distinguish projects in a proposal-generation system) and update its status (or create a new opportunity if not found).  Searching by just the number that makes up part of the name doesn’t return any results, but if I search for the entire name, it finds the opportunity no problem.  I also don’t appear to be able to use wildcards in the “Find Record in Salesforce" action either.  In Salesforce itself, searching by partial match finds the records without issue, so I’m not sure how the Zapier search differs.I have tested the “Find Record by Query” action, in which I can use wildcards and can find the record using a partial match, but with the “Find Record by Query” lacking the “Create if not found” functionality, I’m hesitant to create yet more paths withi

12142
SamB
Community Manager
6 months ago
F
FEGNew
asked in How Do I
How do I fix inaccurate Zapier Chatbot location matching in a school carpool system?

I’m trying out the new Chatbot feature. I have two chatbots. One of them works great. And the other one doesn’t work, but I feel like it should. I work with a school. The school has an unofficial carpool program where parents fill out a carpool form to be added to the carpool database. The database contains the parent’s name, student’s name, home address, the campus the student goes to (there are five), and latitude and longitude coordinates to go along with the home address. All of this information is in a Google Sheet that syncs with a Zapier Table. When someone opens up the chatbot they are prompted to enter their home address, followed by the campus the student goes to. What’s supposed to happen is the chatbot will look through the Zapier table to find any parent addresses that are within 5 miles of the address the parent just entered AND goes to the same school that the parent just entered (both criteria are important). I have very clear directive instructions that include what th

121
SamB
Community Manager
6 months ago
A
automationstationNew
asked in How Do I
How do I connect Google Calendar with self-hosted Microsoft Bookings/Calendly for joint demo slots?

I have a situation where coordinating with 3 parties a time for scheduling a demo on a Microsoft Booking calendar is problematic when coordinating a time over async communication via email when each party belongs to separate organizations, and am seeking an automation solution.My company is a reseller of another companies software, and they have a demo calendar hosted by Microsoft bookings. I need to book appointments for prospects without giving the prospect the software companies calendar as this is meant for the reseller not the prospect to fill out.Is there a way that I could host my own Microsoft bookings or Calendly scheduling that takes into account my Google Calendar, that allows the prospect to choose a time on my calendar that pulls in the available slots on the Microsoft booking calendar, so the prospect is able to see the times that myself and the software company are available for a demo? When the prospect books a time on my Calendly or Microsoft bookings, it would then bo

731
SamB
Community Manager
6 months ago
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