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30408 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

143210
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

7130
nicksimard
3 years ago
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nicole3779New
asked in Troubleshooting
Unable to save word file in dynamically named Google Drive folder

I am trying to save a word file into a Google Drive Folder. The folder is created in Step 2 of my Zap. I have tried countless different ways of locating and saving/copying/uploading the file to said folder, but no matter what, the file never gets to the folder. I assume the Zap is not finding the dynamically named folder. Neither me nor the AI Bot can overcome what seems to be a simple solution. Below are screenshots of various ‘coding’ I have attempted. In the first screenshot you will see my current set of steps. The second screenshot is when I try to copy the file to the folder created from “Results” in Step 2.Third screenshot is when I try to copy the file to the nomenclature from Step 1 and Step 2. The AI bot also set the folder label to “root” however this did not work.  

165
Troy Tessalone
20 minutes ago
machinica
machinicaNew
asked in How Do I
How do I use a loop to scan Feedly for new articles and mail them on a schedule?

Hello friends,I am having an issue trying to setup a workflow that will do the following: At 8am every morning, look at Feedly for any new articles and then send them to ChatGPT for summary and then send the summary to my gmail. I have been able to get it to send a summarized email, but it only does it when it senses a new article, but I am trying to aggregate all of them.Any ideas or any help would be greatly appreciated. 

20
machinica
26 minutes ago
C
ContentmentBeginner
asked in Troubleshooting
Wix forms not appearing in Zapier integration

Hello! I note that it was reported here 3 days ago that a known Wix bug was resolved, that was affecting Zaps. However, I am still having an issue. I received an email today from Zapier that I needed to update my zaps that use Wix. I have installed the new forms app in Wix and tested my Wix integration, but when I go to edit my Zap to choose a specific Wix form as a trigger for the Zap, no forms are loaded for me to choose from. Can anyone help please? This is my only Zap and I am not very tech savvy!

103
C
1 hour ago
M
Mr.xNew
asked in Troubleshooting
Something went wrong error when connecting any Google apps to Zapier.

When I connect to any Google product, whether it is YouTube or Google from, it will prompt as shown in the figure. 

282
J
2 hours ago
C
colibri23New
asked in Troubleshooting
Zap cannot find a folder in SharePoint even though it exists

Hello! Very new to Zapier but I’m having trouble with trying to find a specific folder in SharePoint… Long story short I’m using a Bubble.io trigger to pull data from. Here is the data record being pulled. The main thing here is the Client Folder Name that I’m trying to find. Just to show that the folder currently exists, here is the folder in SharePoint. After the trigger I have the zap search for the file in SharePoint. The site is the client report center, the folder is the share documents (which is the correct path, as I have double checked twice), and the folder is the client folder name from the record that bubble pulled. But once I test to see if it can find the file (which currently exists) it gives me this error. I’ve already made sure that I and pulling the most recent data from Bubble. I’m not sure why it cannot find the file and I’ve been racking my brain for hours trying to troubleshoot. Anyone know what the issue could be?

170
C
3 hours ago
N
NPS_TeamNew
asked in How Do I
Did Quickbooks Invoice custom fields disappear from Zapier?

My boss was working on an automation to create Quickbooks invoices after deals from Pipedrive reach a certain stage in their sales life cycle. In Quickbooks Online, there is a custom field that was made to capture an internal note on which project it’s related to, which the client runs reports on.Previously, this custom field showed up in the list of fields to create in the Quickbooks Create Invoice action, and now it doesn’t appear to be there. There are suspicions that it may be related to the “location” of custom fields in an account’s settings has changed, and/or potentially something that has been paywalled behind Quickbooks Online Advanced. But it’s tough to say.Has anyone experienced this change as well, and does anyone know how to get these custom fields to return?

97925
Z
4 hours ago
D
DANAqsNew
asked in Troubleshooting
Quickbooks Advanced - Custom Fields Not Being Found

This seems to be an issue that has been addressed over the years, but I haven’t found anything that is current.I’m trying to create a simple “create customer” zap from Kintone to Quickbooks Advanced. Zapier is not finding our custom field in QBO. We only have two custom fields at this time, one is a number and the other is a string (“Text and Number” as selected from within QBO), so we are not exceeding the three custom string-based field maximum enforced by QBO.We are testing in the Developer/Sandbox area at the moment. I’ve read all the other posts, doc, and blogs referenced here in the forums, but nothing points to a solution. Any help is appreciated.

92
Z
4 hours ago
T
TerrapinBeginner
asked in Troubleshooting
Zap stopped working. Can no longer send file to OneDrive.

Super confused as to what to do and could really use some help fixing this. I have a very simple Zap that takes a Gmail attachment and uploads to a OneDrive folder. My Zap was working fine up until yesterday afternoon when I start getting emails about an error in my Zap regarding OneDrive telling me to reconnect the account. ok When I went in to look at the Zap and that action (upload to OneDrive) it was giving me an error on the test step saying "Failed to create a file in OneDrive - Error from halted execution:"I then got an email telling me that "Authorization access_token missing for OneDrive." Which is also the error I also saw when troubleshooting in ZapierThe "help" tells me to reconnect to OneDrive in the apps section. I tried this and it did not fix the issue - it did reconnect but my Zap still won’t connect/work. I also tried deleting the connection and re-adding it. Testing the connection here in the Apps page shows it is working fine as seen here. However, my Zap is still e

293
T
5 hours ago
T
tyguyps2Beginner
asked in How Do I
How to collect multiple variables in a Zapier loop for Slack notifications

I am creating a zap that sends a message to a Slack whenever a note is created in HubSpot and that note contains keywords. I want to find the contact(s), company(s), and deal(s) associated with the note to display in the Slack message so I am creating a loop in zap. How would I configure step 9 so that the storage list contains all these items? 

30
T
5 hours ago
Z
ZENDNew
asked in How Do I
Extracting return labels from Shipstation using Zapier

Hello Everyone,I am trying to extract return labels from shipstations and I was told that this can be done using a query via API. Can I do this using Zapier, either via Zap or creating a table? Any guidance or previous experience with this can help me lotsThanks 

10
Z
6 hours ago
H
head_adrianBeginner
asked in Troubleshooting
Slack message url not working

I’m trying to send a message to slack and then capture the permalink in an airtable record, but the message permalink is sending me to a “the requested file cannot be found”    

236
H
6 hours ago
G
Greg EiseltNew
asked in Troubleshooting
Zapier can't find HubSpot custom object

Hi everyone,Trying to trigger a new custom object record creation whenever a new Typeform is submitted. However, Zapier isn’t able to find any custom objects from our HubSpot account: I’ve confirmed that the HubSpot account ID is correct (it has no trouble finding all our fields tied to Contacts, Deals, etc.). Error is the same regardless of the custom object-related action (e.g. create, get, find, etc.) I assume because Zapier is able to find account-specific information related to other objects that this isn’t a permissions issue, afaik HubSpot does not require special permission granting at the object level.Thanks in advance for any assistance!

30
G
6 hours ago
P
pristinecapitalNew
asked in Troubleshooting
Uploading a Docusign envelope to Pipedrive as a PDF

I have a completed Docusign envelope that isnt uploading to pipedrive as a PDF but instead as a JSON.I have been through many option to confirm the link is formated corectly and public and downlaodable.I have ran this elsewhere with the same like and it works. However in zapier it does notPlease assist.

267
P
7 hours ago
P
Pinnacle ForumBeginner
asked in Code & Webhooks
Authorize.net API Call giving error: There are multiple root elements. Line 1, position 51.

I am trying to getCustomerProfileRequest from Authorize.net via a Zapier Webhook. I watched this video which was helpful to get me started. However, I encountered a handful of problems: Authorize.net Documentation on getCustomerProfileRequest: https://developer.authorize.net/api/reference/index.html#customer-profiles-get-customer-profileThe Authorize.net API uses the same endpoint for all requests via POST. https://api.authorize.net/xml/v1/request.api. When I select POST. I’m not seeing how I can then tell the webhook to getCustomerProfileRequest. I also get the error code. “There are multiple root elements. Line 1, position 51.” When I select GET, I am not getting an error code but I am getting a magnifying glass that says “No Data Found” The Authorize documentation shows that merchantAuthentication is required in the Header, but the examples on the Authorize.net documentation show that name and transactionKey make up that data. I’m not sure how to get this into the Headers, to avoi

1351
A
7 hours ago
G
gloopyNew
asked in Troubleshooting
ActiveCampaign Issue: Unable to tag bounced email addresses

I want to create a simple Zap: When an email campaign from ActiveCampaign bounces, I want the bounced email address to be tagged. I created the trigger: New Campaign Bounce. I tested it, and it’s fine. I can’t figure out how to add the tag, though. I tried Add/Remove Tag from Contact. But when I test it, it insists that it doesn’t know what contact to add the tag to. I want it to add the tag to whatever contact had the bounced campaign. What in between step am I missing?

115
G
7 hours ago
A
ananoNew
asked in Troubleshooting
Unable to send a confirmation email when changing email address in my Zapier account.

Hi, I’m trying to change my email address on my account and i keep getting this error message - "unable to send confirmation email". Any suggests on how to fix? Thanks.

2045
K
8 hours ago
F
FrankPBeginner
asked in Troubleshooting
Search Unsuccessful in OneDrive

Two previously successful Zaps are now erroring out majority of time. These Zaps search for an excel file in OneDrive and then create a duplicate of it with new name. The zap is erroring out when searching for the file in OneDrive. This OneDrive step hit an errorHalted Exception: Nothing could be found for the search. This is odd because I’ve confirmed the file exists in that location, with that filename. I know this is true from a system standpoint because since receiving this error, I’ve had some successfully run. Does anyone know what could be causing this?

183
F
8 hours ago
T
TimFinneganBeginner
asked in Troubleshooting
How to upload a Google Doc to HelloSign for signature

Hello! :)I’ve been working on this for the last 6 hours but I can’t for the life of me figure this one out..What I am trying to achieve:I am trying to create a process where Google Forms captures data, inputs said data (names, emails, etc.) to an agreement in Google Docs. After this I want said newly created doc with all the relevant info to be sent as an agreement via HelloSign. Problem:I have managed the first two steps, i.e. populating the doc based on the data from forms. Hooray! :-DI am unable to get that doc over to HelloSign and then further. In “DropboxSign” I use “Send Signature Request from Template”, but the issue is that I am trying to get the template (the created doc) over to HelloSign but I can’t…. Isn’t there any upload function here? How do I get this to work?Bonus:I obviously do not want to send the same template every time, so I would need HelloSign to select the correct template based on the whole chain of events.. Thanks so much for having a look - I am at a total

4613
Troy Tessalone
8 hours ago
Taylor Group
Taylor GroupBeginner
asked in Troubleshooting
Zapier SMTP with Strato

Hi All,For quite some time now, I've been struggling to connect my Strato email with Zapier's SMTP. Interestingly, IMAP works perfectly without any issues. After about 30 seconds, the SMTP connection gives a timeout error, even though I believe I’ve entered everything correctly.I recently discovered that Zapier does not support port 465, which is unfortunately the only port my provider supports. This seems to be the root of the problem.Has anyone else experienced this issue, or does someone have a solution? Any advice would be greatly appreciated!Thanks in advance! 

163
SamB
Community Manager
8 hours ago
J
jadecolBeginner
asked in Troubleshooting
The app returned "Invalid Reference Id". I can't' get rid of the error

I am trying to update an invoice from an update invoice action in zapier. Earlier in the automation, I used a Find Invoice action to search for the invoice by the invoice number. This was successful, and returned all the fields of that invoice. However, when I go to update the invoice and enter the line item details I want to add, searching for invoice by the ID, i get this error. I tried to enter the invoice number instead, tried adding and removing the customer ID, and i can’t get it to work. 

94
SamB
Community Manager
8 hours ago
C
Calum TivyBeginner
asked in How Do I
Zapier not pulling attachments from Typeform to Trello

I have a zap set up with a few years now and all of a sudden something is not working recently. This is the set up of the ZAP: New typeform > Finds card on trello > updates card on trello with the type form info > attatched photos from the typefrom to the trello card. But recently zapier has an error with pulling in the photos. usually in trello I can see the photo attached to the card without having to click into the card. like so:  As you can see Aideen has 22 attachments and Mike has 10 attachments (all photos) and none of the photos show without me having to click into the card and download the photo onto my computer and open the zip file. how can fix it so that the zapier pulls in the photos and also shows them on the card above the persons name without having to click into the card and download the photos. 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 p

175
SamB
Community Manager
8 hours ago
T
thomasleewardNew
asked in How Do I
How to create a To Do list in Basecamp 3 from a template using Zapier

Hey community!  I am trying to use a Zap that creates a new To Do list in Basecamp 3 based on a form submission from another platform. Zapier has the option to create the new To Do list, but I need it to be made based off of a To Do list template we have in Basecamp. Does anyone have a solution for this by chance?

30
T
9 hours ago
S
sdgBeginner
asked in Troubleshooting
Published Eventbrite trigger not firing, but test records being detected

Hi there, I was in the process of setting up zap over the course of a few days, with New Attendee Registered in Eventbrite as the trigger. All test records using dummy registrations created in live Eventbrite events worked as expected.When I published the zap and then later returned to test it live with new dummy registrations, the zap didn’t trigger on new registration - wondering if there is an issue with this trigger.About the zap and what I’ve tried:The New Attendee Registered trigger is configured to all Live events in our Organisation, with no specific event set, so should accept all registrations for all events. All events I have tested are published and live.   These registrations all loaded as available test records, but not as Zap runs in the left panel regardless of status, so there not even triggering then failing.    Live registrations have been made manually as admin in the back end of the event, by myself through the front end, and also a real registration by a genuine s

367
K
9 hours ago
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