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How Do I

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.

12,526 Topics
43,641 Replies

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5 Common Mistakes to Avoid when Using Zapier

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How to Connect Gmail to Microsoft To-Do (Easy Integration Tutorial)

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12526 Topics

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sandriaBeginner

asked in How Do I

How can I solve parsing problem associated with email come from reply

Hi, I was parsing mail by ‘email parser by Zapier’, but I confront a problem right now. Parser well parsed the all of my email, however when someone send me email by replying, the parser putout the data mixed with first email and the second one. Is there any way to make the parser parse only the last email when new email arrive by replying? Or there is any other integration tools I can use for?Below is the example of one email come after the orginal email by replying

asked in How Do I

Import Products from square to shopify

When I tried to import the products from square to shopify i am facing many issues, The product category names are simply imortes as there catgory id, Product images are listed as id and the variations are not handles accordingly. Can anyone please help me out.

asked in How Do I

Sending a Purchase Order with Quickbooks & Zapier

Hello! Does anybody know how to automatically send a purchase order in Quickbooks through Zapier? I was able to automatically create a purchase order per image here:And it says it will use the data to send it.. but I can’t seem find where to tell it to “SEND PURCHASE ORDER” What am I missing here?Thanks in advance!

asked in How Do I

multiple messages in Trainerize

Using Zapier for the Trainerize app. We are looking to send messages to our customers inside the app each time they achieve a mile stone, such as complete a workout or complete their diet goals for the week. Our client list will grow quite larger in the coming months. The event will be “send message in trainerize” the issue is having the message sent out to each user, each time they complete a task. How do we set it up so our entire client list gets the message we want sent each time they complete a mile stone.

asked in How Do I

How to grab a form submission summary link that is generated after a form is submitted

Hi,We’re using Blue Form Builder in Magento 2 for our forms. I am trying to create a zap that when a form is submitted, I want the form submission summary link that is generated on the confirmation message to be accessible by Zapier so that I can send that link to any field in Salesforce. It’s that I’d like users in Salesforce to be able to click this link to see what a prospect submitted - otherwise we’d have to go to the backend of Magento to access it manually. Currently I am unable to grab this link in Zapier and wondering if Zapier has something that is able to grab this link. And again, this link is available on the form confirmation message but don’t see a way to grab it in Zapier. Hope someone can help point me to the right direction, thanks!

knockoffBeginner

posted in How Do I

Get Help > Popular Apps Q&A page not found

Somewhat ironically the “Popular Apps Q&A” page on this site is not working (pic below). I don’t know how to tell a moderator so hopefully one sees this! It is currently linking to this page: https://community.zapier.com/popular-app-q-a-68

knockoffBeginner

asked in How Do I

Auto Generate Charts based on Survey Responses

I have actually posted a similar question to this before. I have changed my criteria slightly, so am wondering if anyone knows an app that can work for me, or if a developer can offer me a custom service. In short, we ask people to complete surveys and in exchange we sum/average their data points and provide feedback for them, i.e. “Your average was 3.4 out of 5. You should do XXX”. Right now, we extract the data from Qualtrics, put it into Excel, generate the chart and insights, PDF and send. Very manual and slow! The experience I want:User completes a survey (Qualtrics - we have paid subscription so can use Zaps) Behind the scenes the numbers are crunched and the chart created. Then the User receives EITHER: An email with a PDF’d report attached that contains charts based on their answers OR They are given a user to our Invision Community platform (we have it connected to Zapier) where they can access charts based on their results I am willing to pay for apps and services as appro

Sabrina ColauttiNew

asked in How Do I

Update Card Field in Pipefy

Preciso atualizar um campo do Pipefy com uma informação do Google Sheets.O trigger está funcionando, coloquei um step de find a card tb funcionando, mas o update não funciona.Acho que não estou entendendo a sintaxe desse step…Alguém pode me ajudar?Moderator translation to English:I need to update a Pipefy field with information from Google Sheets.The trigger is working, I put a find a card step working, but the update doesn't work.I think I'm not understanding the syntax of this step...Can someone help me?

asked in How Do I

Googlesheet export as csv overwrite daily > publish to sftp site

I have a googlesheet whichI need to export daily as a csv overwrite on a google driveand post it to a sftp server Appreciate any help

asked in How Do I

Repost my own Reddit posts to my Twitterr

Hello! I am trying to figure out how to repost all of my Reddit posts to my Twitter account. I'm thinking to use "New Post or Comment Matching Search” event but I can't figure out how to target my own posts. I would want it to function the same way as "New Media Posted in My Account” that shows up on IG events. How can I do that? Thanks

communityuserNew

asked in How Do I

Create a new row in Google Sheets once text message received on OpenPhone

Hello, As the title suggests, we’re hoping to add a new Google Sheet row once a text message is received on OpenPhone. We have both accounts set up and properly Google Sheet open, but every time we receive a text message, no value is populated. I’m wondering if it’s because there are certain fields/headers that we need. Thank you,

Wallrobster123New

asked in How Do I

Dynamics 365 Find Contact: How do I add fields?

I am using the New Form Submission trigger from Paperform and the Find Contact action from Dynamics 365 to check against several Contact fields in Dynamics 365 before creating a new one. How can I add fields to check against? Currently the only fields that display are the Name and Phone Number fields, but the requirement is to also check against Email Address and Birthdate. Thanks!

asked in How Do I

Zapier integration with Sage50c

Looking to confirm Zapier’s Sage integration compatibility with Sage50c version (formerly Peachtree). Our client is looking to connect HubSpot Pro and connect to Sage50c, but unsure what versions Zapier works with - thanks!

alexsBeginner

asked in How Do I

Check Whether Field Has Data

How can I check whether a particular field contains data or not, using a formula?I’m processing form submissions from Google Forms in my Zap. I need to check whether one of two fields has any data and set a checkbox in a Notion page in a later step, based on the result.I’ve tried adding a Formatter step with a text input and a formula OR(NOT(ISBLANK([field 1)), NOT(ISBLANK([field 2]))) but that doesn’t give me the correct result.I’d appreciate any pointers!

asked in How Do I

Setting a zap to automate invoice generation in Zoho invoice with Shopify

Hey thereI was hoping someone can assist me with an issue I’ve encountered while attempting to integrate Zoho Invoice with my Shopify store using Zapier.When attempting to set up the invoice auto fill from Shopify using Zapier there doesn’t appear to be a customer address field. An invoice is useless without customer address therefore there must be a way of adding this as a field?Please let me know if you have any ideas or guidance on how to resolve the issue.Thanks

asked in How Do I

Shopify Line Items to Google Sheet, Quantities in Multiple Columns

Hey Zapier community, I am using a Shopify > Google Sheets zap to update a fulfillment sheet for one of our vendors. We are using Shopify for purchasing. I am struggling with breaking out line items so they populate different columns in our sheet based on what people order. This is the Google Sheet. You’ll see that highlighted in green are all the products available: For example, when someone orders a Stickers 500, I want the specific quantity ordered of Stickers 500 to appear in that column. But people will order multiple products in one order, so I want it to populate the corresponding column with the corresponding product quantities. Let’s say Order #1117 ordered:3 - Stickers 5001 - Long Divider4 - Price Stands That means I’d want a 3 to appear in the Stickers 500 column, a 1 to appear in the Long Divider column, etc. etc. Is that even possible to do in one line? I wouldn’t be fussed if it had to be done over multiple rows, so long as the Order ID stayed the same. I tried the For

asked in How Do I

Notion email ID to MailChimp

Hello, I am trying to set up my automation in zapier to transfer the email ID and data from notion to mailchimp. Here is my process:- In notion, under docs, I created a new folder that I upload my CSV file untoEvery day I upload a new CSV to the same folderI need zap to automate the process where it will pull the CSV data from each daily file, how can I do this?

asked in How Do I

Firestore to Mailerlite integration

Hi ,I have created a zap to integrate firestore with mailerlite.whenever a document is created in user collection of firestore he will gets subscribed to mailerlite group, this works good. Now I want to extend the functionality.Is there a way to achieve the following.Whenever there is update in the user collection of firestore , mailerlite should get updated. Currrently I do see option only for firestore document creation not for update. Is there a way that I can add user to groups based on condition? Thanks

asked in How Do I

how can I configure a sales funnel to inform which lead stage should optimize on

Hi everyone,Could you please confirm that after creating events to sync your CRM lifecycle stage changes from HubSpot to Facebook/ Meta, it wont be necessary to make another integration between our CRM with Facebook through a third-party tool like Zapier.I am asking this, becasuse if wont be necessary to use Zapier to connect Hubspot and Facebook, how can I configure a sales funnel to inform which lead stage should optimize on.Could you please provide some light here? Ana.

asked in How Do I

How to choose a different Uscreen Subscription

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 want to zap one(!) specific Uscreen Subscription to my CRM system (sendinblue).But the only thing that is possible, is to add a standard subscription (currently: monatliche mitgliedschaft) like the one shown in the screen shot. How can I choose the specific subscription for my zap?

ahgNew

asked in How Do I

Uploading attachment file to Box Folder instead of zip?

The zap for uploading an attachment from zapier email to box uploads as a zip file. Is there a way to get it to just upload as the file only? We don’t want to have to unzip every file.

asked in How Do I

Is there an Event to add Account to Campaign in Salesforce?

How do I add an Account to Campaign in Salesforce using Zapier Event?

DannyMusicCourseNew

asked in How Do I

How do I create an automated email to fire off after 2 weeks

hey! I’m trying to create a zap that sends an email to my customers after they pay a one time fee (Stripe)I’d like this email to be sent off after 2 weeks, how can I create a zap to do this and are there any alternatives to mail chimp? My work flow was to use mail chimp for the email section but I am using my mail chimp for a different business that has a different audience, any help would be appreciated.

cpzapBeginner

asked in How Do I

Update a ClickUp Checklist

I know I can CREATE a checklist in ClickUp using Zapier, but it is possible to UPDATE or check off an item in a checklist using Zapier? I see that Integromat/Make can do it, but since I pay for Zapier it’d be great to be able to do that function here.

asked in How Do I

Refresh Google Sheet on creation

When creating a Zap I select a Google Sheets.Then I could realize that I need to make some changes to the Sheet structure, Column names etc.Whatever I do (refresh, unlink, refresh fields, delete the Zap restart from scratch…), Zapier is STUCK on a cached version or something. I never get the updated structure.The only way I found is to delete my Google Sheet and link to a new one. Quite tedious.Is this normal?

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