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29954 Topics
rachael.silvano
rachael.silvanoZapier Staff
posted in How Do I
About "How Do I"

Welcome to “How Do I…” in the Zapier Community 👋. Since you’re here, we want to provide some clarification to the intent of this part of our Community. (For those who have been here a while, this used to be our “General Questions” forum!). What fits in How Do I..:  Anything and everything Zapier Basics All of the app(s) questions you may have Confirming if Zapier can do what you’re looking for Looking for help with building a Zap that you don’t know how to put into words. We like those ones especially.  Some stuff that is better suited elsewhere:  Troubleshooting is a great place if you are looking to get insight on an error message you are seeing or to explore if a workaround exists.  Code by Zapier app, where you can write custom Javascript or Python code (post here instead) Webhooks by Zapier, where you can send data to a specific URL (post here instead) Zapier platform/developing an app integration (post here instead) Tips/tricks that you want to share with the Commu

137310
rachael.silvano
1 year ago
nicksimard
nicksimardZapier Staff
posted in Code & Webhooks
About the Code & Webhooks Forum

If you’re asking a question in this category, it should be about the Code by Zapier app and/or the Webhooks by Zapier app.   If you’re not sure whether you can/should use one of those apps, it’s OK to ask that here. Chances are great that whoever responds will be able to properly advise you.FAQsI have a question about developing an app on the Zapier platform...can I ask about that here?For questions like that, please ask in the Developer Discussion forum. And to be clear, we’re talking about the Developer Platform, where you can build your own integration.Do you consider RegEx to be code? It’s pretty complex!Possibly in the future, but for right now this is solely for questions related to Code by Zapier and/or Webhooks by Zapier.What about Storage by Zapier? That feels sort of Code-y to me.See the response above. Maybe at some point we’ll expand, but for now it’s limited to the 2 apps mentioned.If I’m not sure if I need Code or Webhooks and ask in General Questions, what will happen?If

6980
nicksimard
3 years ago
P
powerglide_guysBeginner
asked in Troubleshooting
New Labelled Email in Gmail not triggering

So I’ve set up a really simple Zap using the NEW LABELLED EMAIL in Gmail trigger. However the Zap just will not trigger, and will not detect labelled emails in the Gmail account I want to trigger the Zap from. I can change the Gmail account to test it and it will work, but just this one particular account will not work. We’re on the Pro plan so there should be no limitations, and the Zap does not run no matter how long it is left. It doesn’t even work when you run it from within the Zap editor. Any thoughts or help will be gratefully received :)

267
SamB
Community Manager
1 minute ago
T
test.wcsNew
asked in Troubleshooting
trigger new donor information via zapier from GIVEWP into google sheets

how can I send new donor information to google sheets from GIVEWP via zapier. Below is how I created trigger so far. Google Drive is conneted to domain however it gives issues llike Kindly provide some help!Thanks1 

51
Troy Tessalone
5 minutes ago
H
hayatNew
asked in Troubleshooting
Google ads module - Failed to create an offline conversion in Google Ads

Failed to create an offline conversion in Google AdsMake sure you've turned on enhanced conversions for leads in conversion settings and try again. You can check your setting by querying conversion_tracking_setting.enhanced_conversions_for_leads_enabled on Customer., at conversions[0].user_identifiersSpent 1 hr but still not luck.

41
Troy Tessalone
7 minutes ago
M
MattiemanBeginner
asked in Troubleshooting
How to send a newly created Stripe customer a Payment Link

So this is what I have created:Zap A:Trigger:New subscriber in Mailchimp Stripe: Create new customer in Stripe based on MC records name/email/address Stripe: Create Payment Link Zapier Email: Send outbound email with Payment Link MC: Update Mailchimp subscriber’s record to ‘sent’Zap B:Stripe: New Payment Zapier: filter checks if ‘Status’ in new payment is ‘Succeeded’  MC: update subscriber’s record from sent to paidThis works. BUT, I have (two) issues where I really hope someone might be able to help me out.Turns out that if a user that is added as a new customer in Stripe now pays with the Stripe payment link via the Zapier Email, the payment wont be registered at the records of the this specific customer (even when they use the exact same email address at check out). What Stripe does is just register a payment on the Payment Link, thats it. So I am trying to figure out a solution where Stripe would be able to recognize the user coming to the Payment Link from the Zapier Email as a kn

62
Troy Tessalone
11 minutes ago
J
Joe1024Beginner
asked in How Do I
Loop to find multiple Asana tasks where there is no Asignee

hello.  looking to create a zap where it will look at my asana board and send a slack message identifying (asana) tasks that have no assignee.  the FIND TASK in asana seemed to work - but the problem is that it will only return 1 task - - it will not loop to check for others.  i tried the loop app as well , but that doesnt seem to work either.  any suggestions?here is the gist of my zap - - Connect to asana boardfind tasks with no assigneesend slack messagejust cant get it to loop 

144
J
15 minutes ago
Z
zgmspaNew
asked in Troubleshooting
Acuity and Klaviyo error: The app returned "Invalid input.".

Trying to create ‘New Appointment, Automatic Email Campaign’ using Acuity and Klaviyo through Zapier. I’ve added all the fields, but I’m getting the “Invalid Input” Error.  And also this error provided by the AI “First, ensure that all required fields for the "subscriber_v2" action in Klaviyo are correctly populated”.  I have checked the previous Kalviyo Invalid Input community posts, check If the Klaviyo ID matches with the Zapier one and it does. Not sure where this invalid input is coming from.  The screenshots coming from the AI. Not sure If it helps but let me know please. Thank you! 

113
Z
47 minutes ago
K
KrisHamiltonBeginner
asked in How Do I
Automatically creating new User ID's when a New Record (User) is created

hello! I want to automate the creation of subsequent User IDs for each new record (Users) - and I need help.I have a “Users Table”, and my Primary User ID identifier for my first record is USER001. I created this as a “Test Record” with USER001 as the First Record Created in the Users Table, so it had a baseline.Then I created a Zap for Tables that is connected to Users Table, then Formatter by Zapier to generate a unique alphanumeric ID for the user_id field in my Users Table.To split the Alpha/Numeric I first chose Text as the Action Event to extract the number from the USER text, which seemed to work (output 001)Then again in Formatter by Zapier I chose Numbers “Perform Math Operation” and mapped the output 001 above then Add Value 1I don’t know where to go from here - or how to recombine them in the next step to make it all work.  Maybe I’m way off in my logic, and there is an easier way. Does anyone have any advice or experience on how to create an automation for new User ID’s for

136
K
48 minutes ago
J
JLOBeginner
asked in How Do I
How to remove boilerplate text from emails

I’m trying to remove boilerplate from emails in order to use the remaining text? How do I do this? For example, some of the text I’m trying to remove are URLs. I’ve able to extract the URL. How do I extract everything that is not the URL? Or, how do I remove recuring paragraphs that always start with the same phrase?

61
PatriciaF
1 hour ago
D
darkoNew
asked in Troubleshooting
Failed to create a prompt in ChatGPT

With OpenAI app or with ChatGPT app, when sending the prompt as an action event, I am getting this error message: “[invalid_request_error] This is a chat model and not supported in the v1/completions endpoint. Did you mean to use v1/chat/completions?”I am aware that certain models don’t work in OpenAI app, but I am getting the same error on ChatGPT app as well. I can only use Gpt 3.5 but it’s very crucial for us to use newer models.Anyone has an idea how to solve this?

113
Troy Tessalone
1 hour ago
B
BazelenNew
asked in Troubleshooting
Sending lead quality parameter to Facebook Conversions

I have set up a Zap to send lead information from Typeform to Facebook Conversions to optimise Meta Ads campaigns. That has worked well so far with optimising the campaigns for number of results. However, lead quality is all over the place, so I want to test optimising for conversion value instead. My Typeform calculates a lead quality score that I would like pass to Facebook as part of the payload.  I have used the Additional Data field in the Zap to include the lead quality score from Typeform (a value between 1 and 10) as a parameter:Looking at the output, I can see it is being sent to Facebook, but it is either not being received, or not recognised:Am I doing something wrong? Do have have to make changes on the Facebook side?

20
B
1 hour ago
N
NchengBeginner
asked in Troubleshooting
Zap with Zendesk is pulling int Tags not Value

Hello I have a Zap to pull fields from Zendesk and put the values into a form BUT the values on the form are the tags and not the actual values. Anyone know how to fix this? Thanks!

165
N
1 hour ago
S
SigeriusBeginner
asked in How Do I
How do I configure Zapier to send specific PDF attachments from labeled Gmail emails to DATEV in their original format?

Hello,my trigger event is a new labeled email in gmail. I need the new label, because I first have to label the Email with the invoice and than zapier send the attachments to DATEV (German Acounting Tool, which is standart but shity ;-) per email. But it always sends as a zp. How can I change the settings that the right file is uploaded in its original pdf format. Sometimes there are more pdf´s because of terms of service pdf´s, so i would be great to upload only the pdf with specific words like invoice in it. Can you help me do it? That would be great. Thanks for helpThis are my settings on the second step, after the first step is “new labled email” 

222
S
1 hour ago
O
orteguillaBeginner
asked in How Do I
Extracting text from a PDF and sending it directly in an email body

I’m new and I don’t have much technical knowledge.I’m trying to do the next steps:A user sends an email with a PDF to Tally (digital text without images). PDF.co extracts the text. Send the text extracted directly to an email in the body.I can’t get step 3, so the extracted text appears on a document on a link, but not directly in the body of the email.Somebody can help me?Thanks.

187
O
1 hour ago
C
crescBeginner
asked in Troubleshooting
Error when creating record in NetSuite_can't resource items

I tried using Zapier to sync data between HubSpot and NetSuite. However, I keep encountering the error: 'Error while accessing a resource. Please choose an item to add.' during the 'Create Record in NetSuite' step.I’ve tried mapping HubSpot SKU data to fields such as Reference Name, Item - Internal Identifier, Item - Reference Name, and Item - External Identifier. I also attempted entering the data directly into these fields, but it still doesn’t work.Does anyone have any suggestions? I’d really appreciate your help!

316
M
2 hours ago
bocal
bocalBeginner
asked in How Do I
How to upload multiple attachments from Gravity Forms to Google Drive

Hi,It’s me again. I’m creating a zap to create a new record in my CRM system every time a form is submitted. Everything works fine, extracting data, creating Google Drive, etc… The only thing I get stuck on is getting the uploaded files from the Gravity Form in my Google Drive.The URLs are all combined in 1 field. When I upload this field to Google Drive I get a txt field in return. So I guess I need to separate these fields and upload each file separate. Can anyone point my in the right direction to do so? If I get a single URL, can I upload to GDrive?Thank you once again for your advice!

104
bocal
2 hours ago
K
kolwinsmNew
asked in How Do I
Creating a zap for Facebook fundraiser notifications for non-profits

How do I create a zap for a non profit based on Facebook fundraiser activity. We want to get a notification when an individual creates a fundraiser to raise money on behalf of our organization.  

112
SamB
Community Manager
2 hours ago
H
HGLNew
asked in Troubleshooting
"Teamleader Focus - Link contact to company" does not work

Hello, Like the title says: "Teamleader Focus - Link contact to company" does not work. My Zap contains the following steps:Wpforms New forms entryTeamleader Focus Create contactTeamleader Focus Create companyTeamleader Focus Link contact to companyAll steps are working, except the last one “Link contact to company”. I do get an error saying:“ The error you're encountering indicates that the contact ID 40a7bc09-44ce-0d9a-9c72-77b394509e78 does not exist in Teamleader's system, which is why the "link_contact_to_company" action failed. This could happen if the contact was not created successfully in a previous step or if the ID was incorrectly passed to this step. To resolve this, first verify that the contact was indeed created in a prior step and that the correct contact ID is being used. You can do this by checking the output data of the step where the contact was supposed to be created. If the contact creation step is missing or failed, ensure that it is correctly set up and that the

155
H
2 hours ago
E
Emmy MontesBeginner
asked in How Do I
How do I integrate leads from Mortgage Research Center into Arive using Zapier?

I have a lead generating company I use and they are not in zapier.  the recepient of the zap is Arive and they are in Zapier.  how an I get my lead generating company(Mortgage Research Center) to send the leads into Arive(leads tab)?  

275
DavidLGS
3 hours ago
D
darrianBeginner
asked in Troubleshooting
Zapier Resets Excel Column Width When Adding New Row

My Zap adds a new row to an excel spreadsheet in OneDrive each time a submission is received in Gravity Forms.The zap works as expected except that it resets the width of the columns in my spreadsheet every time it adds a row.Viewers of the spreadsheet are unable to see the data because the columns are too narrow. Submissions come in often, so they constantly have to resize the columns while using the spreadsheet.Is there a way to configure the Zap or the Excel spreadsheet to prevent the column width from being reset?Steps to reproduce:Create a Zap that adds a row to an Excel Spreadsheet in OneDrive. Resize the columns of the spreadsheet manually. Run the Zap. The width of the columns will be reset.A similar bug was reported in this thread: 

22010
L
3 hours ago
A
AJTTDKBeginner
asked in How Do I
New Campaign Unsubscribe trigger for ActiveCampaign doesn't work for a specific list

I’ve set up a Zap where the trigger is the ‘New Campaign Unsubscribe’ in ActiveCampaign. The idea is that whenever a contact unsubscribes from a specific list, a new row should be added to my Excel table with the person's name, email, and the list they unsubscribed from.The issue is that the unsubscribe trigger fires every time a contact unsubscribes from any list in our ActiveCampaign account, but I need it to only trigger for a specific list. Even though I’ve specified the list I want to target in the trigger, it’s still not working.To resolve this, I tried using the Filter by Zapier, with a condition that checks if the list ID matches the one I want to target. If the ID doesn’t match exactly, nothing should happen. However, this still isn’t working, and I’m still getting rows for every single unsubscribe in the AC account.I’m not sure what I’m doing wrong here - can anyone help? This is in the trigger where I’ve specified which list it should be: This is how I set up the Filter cond

267
SamB
Community Manager
4 hours ago
A
Anonymously_PvtBeginner
asked in How Do I
Zapier Instagram to Slack automation not working

Hi all, I have created an automation which sends notifications on slack whenever someone tags my business account.But this integration is not working and I am not getting slack notifications even through creators are going live and tagging my business account.Why would this automation not be working?

276
A
4 hours ago
R
razinkovNew
asked in Troubleshooting
Zapier Website Not Working

Hello! Tried to use zapier website on macOs Sequoya in Chrome browser (latest) - and it it outright broken // Here is screenshot: In Firefox in same MacOs it works ok

528
K
5 hours ago
M
Mighty Networks userNew
asked in Troubleshooting
Posting on Mighty Networks from Slack user's name

We are aiming to have a community which uses Slack for chat and Mighty Networks (which is already set up) for the repository of the content. This allows us to stay on the free version of Slack. By using Zapier, we are able to pretty much replicate all posts which are added to MN spaces and repost them in Slack from the same user (allbeit not linked). But we’re having difficulties the other way. Any ideas? In summary:We have already connected our Slack and Mighty Networks We have already configured a Zapier so that when someone sends a message to a MN space, it automatically posts the message on the related Slack channel and comes from the user as they appear in MN. When we configure it so the messages do the same going the other way, ie if I post on a Slack channel I want the message to then be posted on the relevant MN space and the message to be posted by the person who posted it (pulling in their details from Slack, which happens the other way), not the admin or whoever’s MN account

92
M
6 hours ago
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