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We’re so excited to share that ZapConnect is back! On Thursday, October 20, 9 a.m. to 1:30 p.m. PT/12:00 a.m. to 4:30 p.m. ET, we invite you to join us at our free, virtual user conference to learn how to make more of an impact with automation.
I set up a zap between my CRM (Ontraport) and Docusign. I went to add another step in the zap, where once the client signs the contract it will tag them in Ontraport.But when I go to add the event it only gives me one option, which is request a signature. I did that in the first step.How do I get it to populate the event of "completed signature"? I think the problem may be that it isn't recognizing the signature.How do I retest the Send Signature Request with a different email address?
We do our best to ensure that the code in these articles works as advertised, but please be aware that Zapier Support does not officially help with code steps due to their advanced nature. Feel free to comment on the article or ask in the Zapier Community, where we have code-savvy users.The split() method splits a string into an array of substrings. Split can be used to parse data, such as the contents of an email lead template.Check out the example below.How to Configure Copy the Codelet Content = inputData.Content;// .split()[0] returns the segment before the split value// .split()[1] returns the segment after the split value// \n is a newline// .trim() removes whitespacelet NameFirst = Content.split("First Name:")[1].split("\n")[0].trim();let NameLast = Content.split("Last Name:")[1].split("\n")[0].trim();let Email = Content.split("Email:")[1].split("\n")[0].trim();let Phone = Content.split("Phone:")[1].split("\n")[0].trim();output = [{NameFirst, NameLast, Email, Phone, Content}];
Absolutely love being able to create Trello cards from Google pages. But recently edited Trello fields hoping to attach useful URLs to card to assist team with troubleshooting. For some reason, Zap is not recognizing field changes: does not list new fields added. I’ve refreshed information in Zap several times but new fields are not showing for selection. Any ideas on how I can fix? Is there a limited to field choices? I only use four out a number a Trello internal fields. So far, I can only link two. Thank. Sande
I am trying to build a solution that will automatically respond to people in all my slack channels if they message after a certain time. Something like, “we’re closed for the day”. I am thinking I could do a slack trigger of a new message, do a path where the time > 5pm EST, then reply back with a message. If it doesn’t meet that criteria, do nothing. The issue with this is, I would have to do this for every channel and I’d have to burn through many tasks. Is there an easier way to accomplish this? Open to suggestions. Thanks!
Hi guys,I want to integrate Zapier as a middleware between my platform and Connectwise. What Zapier helps me are pushing accounts and subscription from our platform to be Companies/Additions in ConnectWise.The problem is now my platform does not have Zapier on that, I have to create my own connectors. It means I have to configurate from A to Z manually.Can I ask if it is possible to do that? If yes, how can I map the variables from our system to Zapier. Or I just need to map our variables with ConnectWise variables, Zapier will transfer all the data based on mapped variables?Is it allowed if I tell our platform here?Thanks,Oscar
Hi there, I am trying to automate the adding of users in our basecamp account to a project generated after submission of an airtable form. The users already have accounts but for some reason aren’t showing up (see attachment below). I have also tried finding the user id in a preliminary step, but when i try to invite via basecamp user id, it still doesnt work. Is there something I am missing here? Or does Basecamp not allow for the automated addition of full users (admin) and collaborators (standard users) to projects. This seems like a basic function that should be accounted for because creating projects and inviting the same people over and over can be tedious. Hope someone can get back to me! Thanks,
Hello,I would like to create a zap which monitors only one folder of the outlook email. Any new email in this folder then creates an item on monday.com.How should I do it?Thanks
The time has arrived, my friends! I’ve been anxiously awaiting this feature, and it’s finally here :)We just released Duplicating and Reordering Steps, which builds on our previous launch of duplicating paths.What's changing?You are now able to duplicate and reorder steps, as well as duplicate and reorder paths within a path group. With substantially fewer clicks, you can now duplicate steps and paths and then drag them into the order you desire.This could save you hours each week!Let's take a look at DuplicatingThere are two ways to duplicate a step:1. Duplicate a step from the Editor2. Duplicate a step from the SidebarNow let's see Reordering in actionMore Details:Is this feature limited to specific plans? No - All users will be able to Duplicate and Reorders steps. Free users don’t have access to Paths. Free users will be able to experience the feature but will need to upgrade to publish a multi-step Zap.Are there any limitations to reordering steps?Yes - There are a few limitations
Anyone can troubleshoot their own Zaps! Join Zapier Expert, Andy Wingrave, to learn how to self-resolve errors and how to avoid common mistakes when building Zaps.You'll leave this session with an understanding of how to problem-solve common errors and where to turn when you need extra support.
I am trying to get Zapier’s POST Webhook to work, but without any success.First, Zapier does an extremely poor job showing what actually gets send to a webhook. I had to use Postman to analyze the body that Zapier is submitting out.What turns out, when you select POST and FORM in Zapier, what being sent is always JSON!! Below is what Postman receives from Zapier:With these settings:
Hi guys, Need some help. I’m setting up an automation where it pulls up the month-to-date stats of our team and it runs every day at 10am. I had issues on how to get the first day of the month as the output date/time but able to do it. I found a post and someone commented to try using paths for each months. It worked for this month of September, but it doesn’t go through for the other months. Can someone give me detailed steps to achieve my goal? Btw, here’s a sample date/time format we use 2022-09-01T00:00:00-00:00 Thanks so much!
I’m trying to set up a zap that allows me to add a row into a google sheet when I update a list or reminder inside of evernote. When I try setting up the zap it gets all the way through then gets stuck on the last step. Can anyone help?
Impossible to connect NOTION on zapier in 90% of cases I have the same error: "Expired"In the remaining 10% it works but I do not see all the databases of the team space that I selected …And in real life I can hardly see myself uninstalling and reinstalling notion for my whole team …Can you help me ?
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