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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
  • 45,918 Replies

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13249 Topics

francescostasi
francescostasiBeginner
asked in How Do I

How to add a Hubspot contact to a Sendgrid Automation based on Lead Status change?

Hi! Trying to connect Hubspot to Sendgrid but facing some issues.Goal is to add contacts to different Sendgrid Automations (email campaigns) based on how the ‘Lead Status’ contact information has changes.So if a contact becomes ‘Eligible’ on HS, then it’s added to a specific Sendgrid campaign.If it changes to ‘Not Eligible’, it’s added to a different campaign. This is what I have built so far. STEP 1: Retrieve Lead Status change Step 2: Find Contact in HubspotThe idea here is to catch all the leads who have been labeled as ‘Eligible’ Step 3: I AM BLOCKEDhere I would like to add any contact that is updated into ‘Eligible’ to a Sendgrid Automation, but Zapier only allows to send a simple email from Zapier itself.  I was hoping to get inspiration from the thread here below but didn’t manage to learn much from it.  Any idea on how to make this workflow work? Thanks in advance!

4
Circledin
13 days ago
A
Apke landBeginner
asked in How Do I

Can I send reminder emails before a WooCommerce subscription ends when pending cancellation?

Hello!I am looking to set up an automatic reminder for when someones subscription is cancelling in woocommerce.Heres the flow im looking for. Member cancels subscription in woocommerce, they are then pending cancellation until their next resubscription date.They are emailed via zapier 14 days before their subscription ends, 7 days before, and 2 days before to try to recapture them. I hope this makes sense, if you have any extra questions I greatly appreciate the help!

2
chanelle
Community Manager
13 days ago
F
FreekZapZapBeginner
asked in How Do I

Mention in Jira Issue to Send Channel Message in Slack

Hi all,I've been messing around with Jira and Slack, especially getting the two working together properly. Now, I can't seem to figure out entirely what I want. What do I want?Whenever someone mentions me on Jira, I want to receive a message with a link to this issue in a specific channel. I've seen the option where you can integrate Slack and Jira, and it sends you some sort of a DM whenever someone mentions you, but that doesn't allow me to share those mentions with more people. I want an entire team to see the mention.Does anyone have any track to tackle this?Thanks!

5
chanelle
Community Manager
13 days ago
C
cemcagatayBeginner
asked in How Do I

Transferring the people who entered the Zoom meeting to the drive as a list

Hello,I work as a data scientist in an educational institution and we want to be able to automatically learn about students' online course participation. That is, after users registered in a zoom meeting (not a webinar) log in, I want to be able to automatically record all of them as a list (name, surname, email) to the drive, depending on the date of that zoom meeting. But it records each user by adding them to separate files, how can I update it to a single list and the list name to be the date of the zoom meeting?Thank you :)

6
chanelle
Community Manager
13 days ago
L
Lawrance TBeginner
asked in How Do I

Will Zapier provide a solution to enable set up of new Webhooks with Zoom?

I posted this question two months ago but did not get a response before it was closed for replies.  I’d really appreciate a response from Zapier on this:I need to set up new Webhooks to link Zoom with Zapier for those use cases which are not supported by the out-of-the-box triggers, for example, I need a trigger for people registering for all meetings and webinars, and for those who login to attend a meeting or webinar.This used to be straight forward to do, but now there is an issue caused by a change made by Zoom as they upgraded their system security, but which has not, so far, been accommodated by Zapier.  As I result, it seems as if we cannot create new Webhooks for Zapier or edit existing ones.  In addition, it seems as if existing Webhooks will cease to work in October.Does anyone know if there is a workaround for this or when Zapier will release a solution?

3
chanelle
Community Manager
13 days ago
freedomdoran
freedomdoranBeginner
asked in How Do I

Update item on monday.com board when Typeform is received

Hi all,I am trying to setup an automation so that once a typeform is completed an update is made to the item with matching name and email as the typeform submission. Current structure:Trigger: Typeform Submission ReceivedAction: Get Item by Column Value in monday.comAction: Create update in monday.com My issue is that it needs the ID (which needs to be dynamically matched to the name/email) and then provided to Zapier so that it can create the update.For some reason on Get Item by Column Value in monday.com it only shows me the following results and not Item ID or anything (Monday.com setup also attached)Trying to sort this today as its taken up 2 days already but any help or alternative setups would be greatly appreciated 

1
Troy Tessalone
13 days ago
watfordo
watfordoNew
asked in How Do I

How can I create Google Calendar events for each result in a Gmail keyword search?

I've been ordering groceries delivered through Walmart+, and I receive emails to my gmail account when the groceries are delivered. I would like to search gmail for these specific "groceries delivered" emails and create a google calendar entry for each delivery. What's a good way to do that?  Thanks for any advice

1
Troy Tessalone
13 days ago
carlya
carlyaNew
asked in How Do I

How do I assign tasks from a Typeform submission to different Asana projects for multiple contractors?

I currently have a Zap set up to do the following: A client submits a typeform A new task is added to a specific Asana projectThis automates a workflow for one of my contractors. Clients submit a request, the request pops up in his Asana project, and we’re good to go.I’m now adding another contractor to the team and I’d like them to have separate Asana projects to keep things easy.Ideally, I could adjust my Zap to do the following:A client submits a typeform Every other task is added to Asana project 1 and Asana project 2So, let’s say Mary, John and Nick all submit the typeform. I’d like the zap to send Mary to Contractor 1’s Asana Project, John to Contractor 2’s Project and Nick to Contractor 1’s Project.Is there any way to do this?I’m open to other options (if every other isn’t available) but really just need a way to randomly send those tasks to different projects. Thanks!

1
Danvers
Community Manager
14 days ago
Saintfield CC
Saintfield CCBeginner
asked in How Do I

Can I create a color-coded weekly event list with better readability for social media for new Skedda bookings?

Good morning everyone, I am just starting on here so please forgive me if these come across as trivial questions.We currently use Skedda as our booking platform for our community centre.I would like to publish our weekly bookings onto a TV screen on the centre (I have linked Skedda to google calendar but they are all the same colour and bookings are over lapping as we have mulitple rooms being booked at the same time so it is really confusing)I would also create a weekly list of events so I can post this on social media. This would include the users date, time and contact details on a PDF or something else I havent thought about.Are both of these possible? I am hoping the community can help Thanks

3
Rachael S
Community Manager
14 days ago
sam-accurx
sam-accurx
asked in How Do I

Looping through line items with unknown/variable number of lines?

I want to zap messages from Slack into a Google Sheet. I want each paragraph to be a separate line on the sheet, except the first line. So I’m using a formatter step to split into line items using a [:newline:] delimiter, but I’m not quite sure what to do with the looping step. The issue is not knowing how many paragraphs the Slack message will have - I might be misunderstanding how the looping step works, but is it possible to loop through multiple line items when you don’t know how many line items each thing will have?

1
SamB
Community Manager
14 days ago
Elle Jones
Elle Jones
asked in How Do I

How do I send data from a new Google Calendar event to Google Sheet?

I have an existing Google Sheet, which I would like to add a new row to every time a Google Calendar event is created, and input the details from the event into the Google Sheet. How do I set up a Zap which will recognise that I need to both create a new row, and add data from Calendar event to that row?

4
chanelle
Community Manager
14 days ago
smoore
smooreNew
asked in How Do I

Jira Slack Zap Ticketing System Question

Hi,I am thinking of setting up Zapier for ticketing in slack. We already use Slack and manually log the tickets into Jira.What I am looking for specifically is a read-only channel in Slack where there is a message from a bot saying “Click here to raise a ticket” or “react with (emoji) to raise a ticket” and then upon one of these actions, the user is prompted to fill in a form to open a ticket. Ideally this then goes into Jira.What I don’t want is one of our support staff to have to manually click on reaction emoji to someone’s message in help desk channel in Slack to then log something.This looks like it is possible with Zapier, upon ‘create request in Jira Service Management’ you will see in the image that I am forced to put something in the Summary box and other boxes. I want the user to input this! Not me but I cannot continue without writing something in the box. Essentially I want a Zap where:User clicks on reaction  User fills in what the issue is Creates the ticket for us to se

13
SamB
Community Manager
14 days ago
T
The AgentsNew
asked in How Do I

MS SQL Find Multiple Rows on the Same Table

I’m using a Zap to retrieve data from our MS SQL database. I need the zap to retrieve every row that match a certain parameter in a specific column. For instance, I need every row that has invoice # 3511151 in the invoice # column of the table. Is this possible?

68
SamB
Community Manager
14 days ago
Rajneesh
RajneeshNew
asked in How Do I

How can I integrate ZOHO CRM with Google Analytics 4 using Zapier?

How can I integrate ZOHO CRM with Google Analytics 4 using Zapier?

1
Danvers
Community Manager
14 days ago
judy97
judy97Beginner
asked in How Do I

Instragram to Discord don't show thumbnail

Hi, I tried to connect instagram to discord.It’s almost worked fine, but thumbnail didn’t show although I set thumbnail url.What should I do to show the thumbnail? It’s my zapier setting. 

6
judy97
14 days ago
Foundstone
FoundstoneBeginner
asked in How Do I

How do I split products from a Ninja Form into separate estimates in Zoho Invoice?

I have a  Ninja Form for my client to input their services request(eg. Product A, Product B...). All data will be syncd to Zoho Invoice immediately. I do this zap successfully.However, I would like to split products into different new estimate. That’s mean one single input form and create Product A to Estimate A, Product B to Estimate B...Is it possible to do that?Thank you.

3
ken.a
14 days ago
VideoVets
VideoVetsBeginner
asked in How Do I

How do I maintain lead & company names visible, set right category in HighLevel without re-triggering from Apollo?

I am having an issue sending contacts from Apollo to HighLevel.The trigger I have setup is a contact update from Apollo.Then I have a filter set up for Only continue if... the contact contains ‘replied’.My next action is Add/Update Contact in LeadConnector with all the appropriate information.After that I have two formatter’s set up. The first is to replace the company name with the clients first and last name. *The reason is because the company name shows up in HighLevel leads as the clients name. We want it to show the clients name under prospecting clients, where it says ‘opportunity name’. However, how it’s set up now the name replaces the opportunity name (good) but also deletes the company name and is blank.The second formatter splits the text into the first and last name of the lead.Step 6 is set up to Only continue if… the contact equals replied to email. *Because the other issue is that if the lead is moved from ‘Replied to Email’ under opportunities in HighLevel, to another c

5
ken.a
14 days ago
kop
kopNew
asked in How Do I

How do I trigger one of my zaps directly in Amazon Alexa routine?

i wish to trigger without saying a phase. I tried the action like “ask Zapier to grigger a Zap”, but then it expects the trigger phase. How do i automate it totally without saying anything?actually i just want to send a discord message when some event happens.thank you 

5
ken.a
14 days ago
Silvan
SilvanBeginner
asked in How Do I

How do I set a reference code in a Bexio invoice when creating a new sales invoice from Google Sheets?

Hello How can I set a reference code in a Bexio Invoice?When I manually create a new sales invoice in Bexio, I can set a reference code (the one with 27 numbers)I do have a reference code allready in the trigger google sheet, where I get all the details for the new sales invoice.But I don’t know, how to set up my zap, that it writes this reference code in the reference line (it’s in the text area right under the titel in Bexio)My goal is, that the bank transactions got matched automatically in Bexio.Any solutions or tips? Kind regardsSilvan

7
ken.a
14 days ago
Bennettheyn
BennettheynBeginner
asked in How Do I

How do I add more fields to fill in the pdfFiller?

As you can see, the pdf filler fields stop at 7 even though I want to use about 10 fields. How can I add a few more fields to fill in?

5
Troy Tessalone
14 days ago
dennymah
dennymahBeginner
asked in How Do I

Can I auto-convert Google Docs to PDF and email as attachment when added to a specific Google Drive folder?

Hi everyone, I have a zap that makes google documents from templates, and after that it saves them in a specific folder in google drive. Now, I am looking for an app that can automatically convert those documents into a word or PDF and can send those out as an email attachment. I have some suggestions that people posted here, but they didn’t really work for me! Thanks in advance for your help!

8
dennymah
14 days ago
FDH 49
FDH 49New
asked in How Do I

Refreshing your existing Customer Match lists

Hello, Google Ads frequently recommends we refresh our existing Customer Match lists. We have a Zap that i supposed to be doing that. Is there a way to check in Google Ads? How do I confirm all is doing what it is supposed to? Thanks

1
Troy Tessalone
14 days ago
JoshS7923
JoshS7923New
asked in How Do I

Names from a Google Sheet and adding a Google Contact Label to them

I want to make a Zap where it will take the names (First and Last) from a Google Sheet (or another database free app) I own and auto add a Google Contact Label to the names in my Google Contacts. If I remove the name from the Google Sheet (or another database) it will auto remove the label.  Basically I want to add a label to a group of people of my choosing (in a database) and that group can change at any given time based on who is in the database.

4
Troy Tessalone
14 days ago
Jadou
JadouBeginner
asked in How Do I

Can I integrate Google Sheets with my CRM without a mandatory source field?

Hello I am trying to connect a Google sheet with my crmBut i do not manage to find the source which is a mandatory field to connect both by zapier Could you please help me?Thanks 

11
nicksimard
Community Manager
14 days ago
offcontact
offcontactNew
asked in How Do I

New help with New Card in Trello When Square Invoice Paid

We are currently using Zapier to create a new card in Trello when an invoice is paid and It works great, however we would like the Customer’s name, shipping address, and / or at least the invoice number in the Trello. As of now we use it as more of a notification card as we still have to go into Square for the details.Is this even possible with Zapier?Thanks you in advance for any help or direction. 

1
Troy Tessalone
14 days ago
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