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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.

  • 13,249 Topics
  • 45,919 Replies

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13249 Topics

danpc
danpcBeginner
asked in How Do I

Connecting Actual Time in Asana with Hours field in Harvest

Hello everyone,We are looking for a solution that keeps the Hours field in Harvest in sync with the Actual Time in Asana. Basically, when someone clocks time in Harvest from an Asana ticket, we would like to have that time also added in Asana’s Actual Time field and I think you call this integration “Update task in Asana when new time entry in Harvest”. Does anybody here know if it is possible to accomplish this using Zapier? Thank you very much!

3
christina.d
Community Manager
9 days ago
Steve H
Steve HBeginner
asked in How Do I

Ticket Tailor to Little Green Light

New to Zapier and Ticket Tailor.  I am trying to make a Zap that will import data from a TT ticket order into LGL.  The sample order that Zapier provides uses UK address format, which does not have City or State fields.  Is there a way to get data from those fields into an Action?Thanks for any help! 

3
ken.a
9 days ago
Ruslan Va
Ruslan VaBeginner
asked in How Do I

Can I use Formatter to send richly formatted Confluence content to Slack when a new Product Update is posted?

Huhu everyone! I’m trying my best to include rich formatting from Confluence to Slack. We need it for regular Product Updates. We also have images in our pages in Confluence. I tried for some time to include Formatter in between Zaps of Confluence and Slack but at the end it gives me smth like in the screenshot. I’m sure there must be a way. Thank you all in advance!  

6
ken.a
9 days ago
LonnyH
LonnyHNew
asked in How Do I

How do I include the name, email, phone numbers from the body of an email into a Google Sheets?

So I’ve been scouring videos and articles on this topic. I’m just not getting to the precise problem and solution that I have. I get emails daily that have leads in them. The emails will include name, email, and phone number along with a bunch of other irrelevant data.  I want to zap the name, email and phone numbers over to a google sheet, but I’m not getting successful zaps. Can anyone help with this? 

1
christina.d
Community Manager
9 days ago
jotas10
jotas10New
asked in How Do I

Connecting Shopify Customers to Sendinblue Lists by Country

I want to create a zap between Shopify and Brevo (Sendinblue).I want that when a customer from a certain country buys on Shopify, it will add that customer's information in a certain list in Brevo (Sendinblue) based on that customer's country.Example:I have 2 lists in Brevo (Sendinblue), one list for USA and one for Canada.A customer from USA buys a product, I want that customer to be added to the USA list only.How can I do this?

1
SamB
Community Manager
10 days ago
J
JayKBeginner
asked in How Do I

New Row in Table in Microsoft Excel - What / When does it triggers it?

So I have linked an excel spreadsheet and made a table on it, and linked it through zapier using the“. New Row in Table in Microsoft Excel” zap. This states it trigges when “a new row” is added to the spreadsheet, but I’m having difficulty getting that to trigger, or finding out “what” triggers it exactly.It has picked up on all existing rows the first time, but I have entered more data in the next empty row, and it hasn’t triggered it.Does it only trigger periodically?Does it wait for a certain amount of time once data is entered in a row, to allow people to “finish” entering the row?Does it only trigger when all columns are complete?

5
Rachael S
Community Manager
10 days ago
JurajT
JurajTNew
asked in How Do I

Is this possible? Trigger - Updating candidate in Recruitee - Action - Creating new column in Google Sheets

Hello everyone, I succesfuly created a zap, where creating a new candidate will create a action to create new row in Google sheets with all the information divided to columns i needed. But when i want to add or update  a profile field or tag in Recruitee, how do i create a action, when a new update will overwrite existing data in google sheet or add a new column if needed?

1
Danvers
Community Manager
10 days ago
Fasani
FasaniNew
asked in How Do I

Zapier Approval Discontinued / Zapier Tables and Interfaces flow...

I am new here, on this page:It says discontinued.How to do the following flow now with tables and interfaces.When a field in a zapier table is updatedAn email is sent containing 5-6 fieldsThe worker/employee reads the data and clicks APPROVE in the emailFlow continuesAbove is the basic flow, I just need some form of UI that shows the selected data and a buttonCan be via email, google chat, web etc

1
Danvers
Community Manager
10 days ago
Wex
WexBeginner
asked in How Do I

Sharing Multi Checkbox responses across platforms

Hi all,Ideally I’d like to take a multi checkbox answer from Survey Monkey and fill in multi checkboxes on Active Campaign.This is what I’m seeing on each of the 3 platforms (SM, Zapier, AC). Is there a way to automate the replication of multi checkbox responses from SM to AC via Zapier?If so, does this need to be custom text on Zapier and what would that look like? Thanks so much.     

1
SamB
Community Manager
10 days ago
Silkenz
SilkenzNew
asked in How Do I

How do I trigger a zap as soon as customer cancels subscription and not at end of billing period

I have a membership hub in Searchie with monthly and annual membership plans.I collect payment via Stripe and manage emails via Klaviyo.When members cancel their subscriptions in Stripe, they keep access to my membership till the end of their billing cycle.I’ve set up a Zap using the ‘cancelled subscription’ trigger to email them when they cancel, however as the subscription is not officially cancelled in Stripe till the end of their billing period the Zap doesn’t trigger till the billing period ends.I would like the Zap to trigger on the day they cancel and not at the end of the billing period so they receive an email the day they cancel and before they lose access, not days/weeks later when the billing period ends.Is there a way to do this?

1
SamB
Community Manager
10 days ago
PeterHunt
PeterHuntBeginner
asked in How Do I

How do I delete this so I can start again and just input the Office 365 account details that I need for the Zap to work?

I’m new to Zapier and wanted to set up a Zap whereby new calendar events for one particular Office 365 account on my Microsoft Outlook would zap across to a Google-based Calendar account. In trying to set up the Zap, I used the wrong name for the Office 365 account (I wrongly input the name for my Microsoft 365 Business Standard account) and now I can’t get rid of it in the Zapier system. How do I delete this so I can start again and just input the Office 365 account details that I need for the Zap to work? Thanks for your help, Peter

5
ken.a
10 days ago
Jona
JonaNew
asked in How Do I

Can I create a time-based filter for sending Twilio SMS when Pipedrive deals are added?

Hi,How do I set a filter based on time only, without date. What we need to do is when deals are created in Pipedrive between certain times during weekdays an SMS will be sent via Twilio. The action part of sending SMS is sorted but just need to build a filter based on time only.Thanks,Jona

1
ken.a
10 days ago
Blast Recording
Blast RecordingBeginner
posted in How Do I

Google Sheets - Incorrect Decimal Format

This post was split from topic: It’s working, but I noticed the figure for the invoice is wrong by a couple of decimal points. Is there a way I can change this?  £200 on an invoice is brought into Sheets as £20000 Thanks!

1
ken.a
10 days ago
T
TenerifekiwiNew
asked in How Do I

Creating and Updating records in Firestore Document

 Can I please be added to the list of people who will be notified when this is available?  

1
ken.a
10 days ago
ajpelectric
ajpelectricNew
asked in How Do I

How do I transfer the phone number from Chiirp to Google Contacts when creating a new customer?

Does anyone know how to get the phone number from Chiirp transfer to google contacts? I create a new customer in Chiirp but only the name transfer over. Please help

1
ken.a
10 days ago
M
M. ShowBeginner
asked in How Do I

How do I rearrange actions or steps in a Zap?

I am new to Zap and I have created  8 steps or actions in zap flow. However, I was unable to find a way to re-arrange steps. For example, I have 8 steps (actions) but I would like to move step 4 to be step 2. How can I move steps or sequence? Is there an way to do it?

7
SamB
Community Manager
13 days ago
S
SwitchBeginner
asked in How Do I

How do I drag and drop existing Zap steps into Paths?

Allow drag and drop of existing zap steps into the Paths area.If a zap is created and half way through the user realises that the zap needs to branch, it would be great to be able to use some of the existing steps created that equate to one path leg. Currently, these must be deleted and recreated after Paths is added in.

3
SamB
Community Manager
13 days ago
daniel.w
daniel.wNew
asked in How Do I

How do I add/update a subscriber in Mailchimp with their email when a Webhook is triggered?

Hi All i am trying to create a “Add/Update Subscriber in Mailchimp” Zap / webhook, but i cannot seem to get past the action stage.it is asking me to do the following:Subscriber Email (required)Enter text…The email address of the subscriber you want to subscribe to this audience. Please don't type an email address in this field, instead this should use a value from a previous step in your Zap. Learn more here.however, it is not presenting me with any options on what should be in this field. Can anyone advise? thanks

1
Danvers
Community Manager
13 days ago
R
Renato AlvesNew
asked in How Do I

I'm struggling to find/trigger off of sent emails in HubSpot

Hi team; I need your help!Whenever the email is sent through Hubspot, I want to get this email and send it to a Slack channel. However, I’m struggling to get this email on Hubspot. I tried to find the deal id and get the deal.  Find a deal, get a deal and etc.

1
SamB
Community Manager
13 days ago
R
ryanscottNew
asked in How Do I

How do I extract and summarize web page content, excluding menus and fitting within token limits?"

i want to grab web pages and summarize them but when i tried it in Make.com i exceeded the token limit on openai gpt3.5.  Zapier has a lot more going on and I’m newer with it just wondering if someone can give me a clue which tools to try to make sure i get just the text, and it fits in the window, despite the web page having a lot of garbage on it like menus and all that.    

1
SamB
Community Manager
13 days ago
Jimmy_BlueKurrent
Jimmy_BlueKurrentNew
asked in How Do I

Can I create GoHighLevel opportunities from Facebook Messenger and Instagram DMs?

I am running a messenger ad on Facebook. When I receive a message in messenger I would like it if I could create an opportunity in GoHighLevel. Would I do this by using Facebook Messenger and LeadConnector to create a trigger in GoHighLevel? Also, I would like to do the same thing for Instagram DMs but I saw someone respond and say this is on the roadmap. Do you have an idea of how close that is to being created?

3
ken.a
13 days ago
ballesterosrusselle
ballesterosrusselleNew
asked in How Do I

Update Google Sheets when Schedule Date Arrives (Calendly/Google Calendar)

I have a google sheet tracker for our podcast scheduled booking calls. Our Calendly is connected with Google Calendar.I’m trying to figure out a way where I can make this happen:Only when scheduled booking call arrives, create a row in Google sheet with the date, name, email, etc. based on Calendly information.Can someone please help? Thank you!

1
ken.a
13 days ago
alexn98
alexn98New
asked in How Do I

How I send bookmarked tweets to Airtable?

Is this possible?

1
ken.a
13 days ago
Warrior Connection
Warrior ConnectionNew
asked in How Do I

How do I include the recurring donation field (Donation Frequency) from Give Butter in a Zap connecting to Salesforce?

Creating a new Zap from Give Butter to Salesforce and do not see the recurring donation field (Donation Frequency) from Give Butter in Zapier...

1
ken.a
13 days ago
Wellness Within
Wellness WithinNew
asked in How Do I

Can I add a new WordPress user to Mailchimp using conditional logic based on their role?

Hello,I want to add a new user as a trigger, based on a field - so if they are a new user and have a role x, y, z - then - let the zap continue and add them to the next phase (a MailChimp contact in this case).However, I cannot see way to select a new user based on a field.  In the event drop down, there is no option to select a user if they have a ‘field updated’.

1
ken.a
13 days ago
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