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29591 Topics
B
BigNosePoolGuyNew
asked in How Do I
Creating vendor bills from scanned receipts in Wave accounting or email

Hi All,I am trying to automate the bill creation under Purchases whenever I upload or receive a receipt for products purchased throughout the day.  I am a one man service company and need parts on the go instead of creating a vendor bill first. The flow would work like this;I go to the distributor, purchase parts, the receipt is emailed to me.  I setup up a trigger in my Thunderbird email to forward the receipts to WAVE where it is scanned. At this point I need to create a bill under PURCHASES for the Vendor in question and add the parts/materials, most of which are already in the database.If the Parts are not found in current database, then the workflow should create a new part with price etc.and add to the bill.Am i asking for too much?  I have ZOHO for email if that helps? 

114
JammerS
4 days ago
F
fknsnksNew
asked in Troubleshooting
Duplicate name exists in QuickBooks Online

Issue with Stripe - Quickbooks Zap. I am getting the “Duplicate Name exists error”. There have been other threads on this, with the most recent that I have been able to find about a month ago. The last comment in the post is a moderator stating that the bug has been fixed. Is anyone else still experiencing this issue? How do I view/add to the bug list? New here….Thank you!

73
JammerS
4 days ago
S
SCSofSSNew
asked in How Do I
Quickbooks Online connecting with Zap

Hi everyone! I’m trying to connect Quickbooks to Zenmaid with Zapier. Quickbooks uses First name / Last name but zenmaid uses full name is there a way to change settings to combine them? There is a place for Company, so I could put their full name in that slot?

12
JammerS
4 days ago
C
chalffNew
asked in Troubleshooting
Airtable and Affinity Sync

Hey guys, I’m trying to integrate Affinity and Airtable so that whenever I add a new company to an Affinity list, it creates/updates a record in Airtable. My problem is that when I try to map the fields, I don’t get all of the right field options showing from Affinity. The base, table, lookup field, etc. are all correct. Has anyone had this issue? 

214
JammerS
4 days ago
T
tcotizoNew
asked in Troubleshooting
Email from Coupontools with zapier

Hello! Im having a problem with my Zap using Coupontools. Inside Coupontools you can send Emails, but all my zaps made the same error: Failed to create an email in CoupontoolsThe app returned "HTTP/1.1 422 Unprocessable entity.". For what I inderstand error 422 are format errors, but I have use the “formating” tool from zapier, and still the problem. ¿Anyone have experiment this issue? Thanks in advance

52
JammerS
4 days ago
N
Nicholas ongBeginner
asked in Troubleshooting
Zap not working from hubspot to folk

Hi all i need helpI have do test sample from hubspot to folk it works yesterday and click run  I notice in my hubspot all the new contact that is created is not zap to Folk CRMWhat can i doThis 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.

164
JammerS
4 days ago
J
jesiBeginner
asked in How Do I
Matching text to predefined fields in HubSpot

Hello! I'm new here so forgive me if this question has been answered. I have yet to find the answer. I have many places in which leads and contacts come in and show up as large paragraphs of text. My goal is to land them as leads and/or contacts in HubSpot. I was able to split up the text for any that come in in the same format every time and get the answers to corrospond to relevant HubSpot fields that would need to be input by hand.  What I can’t figure out how to do is to recognize text and equate it to a predefined category in HubSpot.  I am also still working through how to search for the “company name” to already be existing but I know that one is a bit more self explanatory.  Example: Type of contact is a drop down that defines subniches in our industry that are also predefined in HubSpot. It appears in the “Create Deal” zap but as a drop down which would mean any leads that came through the zap would all fall under the subniche I select.  The way they come in, there is a typed

297
J
4 days ago
E
EthanSueroBeginner
asked in How Do I
Can I set up a Zap to publish Instagram posts across multiple locales in Webflow instead of just the primary locale?

Hi,I’m trying to create a simple Zap where Instagram posts create a new item in a collection list in Webflow, this works well and is pretty simple.However, our website has multiple locales, and this Zap in particular, only works with the primary Locale, but ideally we want all posts to be published across all locales.Is this possible?

135
A
6 days ago
C
City Worship LondonNew
asked in Troubleshooting
ClickUp to Motion App 'Duration' field incorrect

I have successfully created an integration between ClickUp and the Motion App whereby when a task is moved to In progress status in ClickUp, a re-schedulable task is created in Motion carrying across relevant data.My issue is that upon trying to map the ‘Time Estimate’ and ‘Duration’ fields in respective systems, it gives me a weird number. For example, Time estimate for a task = 30 mins, the task is created with a duration of 960 in Motion. Any ideas why this is and how I can have the correct number in Motion?Thanks!! 

273
J
6 days ago
H
HangWireBeginner
asked in Troubleshooting
Google Calendar New Event Trigger WordPress Post with Featured Image

I’ve successfully gotten new events added in Google Calendar to create new Posts in my WordPress account, but I can’t seem to include the image that I attach when creating the Google Calendar event. I would like to access the image attachment in the Google Calendar event and add it as a Featured Image in the WordPress post. I’ve added the WordPress ‘Upload Media’ step before the ‘Create Post’ step, but when I try to add the ‘File’ to upload I don’t see any Field Mapping option for the Google Event attachment. Am I missing something or this it just not possible. Seems strange that the field mapping exists for every other data point of the calendar event, but not the attachment. Thank you.

409
H
6 days ago
7
7W360Beginner
asked in How Do I
How to automate weekly emails with unique content over 10 weeks for specific HubSpot list properties?

Hi!I’ve been trying to figure out how I could automate this so let me summarize it: I would be getting the email address of the recipient from Hubspot based on certain Property/List Conditions. I would send Weekly Emails, for a period of 10 Weeks, to those recipients that has the same Property/within the same List. Those emails have different content per week and will be sent to the recipients.Number 1 is all but done since data is easily accessible, be it a trigger or not. However, Numbers 2 and 3 is the thing that I can’t figure out YET since schedule is a Trigger and not a Step. Also, the Schedule Trigger would just send the same email content weekly instead of different email contents per week.Any suggestions on how I should proceed with this? Thanks!

92
7
6 days ago
B
BillLodestarTechNew
asked in How Do I
TalentLMS - create group using beta API

Hi-I’m using Zapier to create new records in TalentLMS. Zapier has a “create user” action, which is simple enough. However, there is no “create group” action. TalentLMS does provide a “Beta API” option, which allows access to their full API list. I’ve used the Beta API to successfully retrieve information (e.g., list of users in a course). However, I’m having trouble figuring out the syntax to use it to create a group. I have their documentation, which is here: https://market.talentlms.com/pages/docs/TalentLMS-API-Documentation.pdf . I found the endpoint, which should be something like: https://<my subdomain>.talentlms.com/api/v1/creategroup . I’m assuming I have to use a POST or PUT method. What I’m struggling with is the syntax in zapier to pass in the expected array values. And of course, I will want to be able to use variables from earlier in the zap to populate the array values. Does it go in the URL query string, like a GET request? Or does it go in the query string paramet

152
SamB
Community Manager
6 days ago
L
LucyRdNew
asked in How Do I
How can I connect my Zap to the LiveChat Europe app instead of defaulting to the US server?

I’m trying to connect my zap with the LiveChat app, but it keeps using the US server for Live chat. I need to use an EU one. There is a LiveChat Europe App, but I can’t find how to install it.

92
SamB
Community Manager
6 days ago
V
Vir VillalobosBeginner
asked in Troubleshooting
Update a variable from an API call on a Loop

I have a Zap, which contains a loop that calls a sub-zap on each iteration.  The sub-zap contains an API call that returns some results along with a ´nextCursorMark´ variable. In order to loop through all my results, I need to make the subsequent API call, updating the CursorMark to that returned by the previous API call; for this, I tried to use storage by Zapier in my parent Zap, setting the variable “cursor” to “*” for my first iteration, and updating it to the returned value from my sub-zap on subsequent iterations.´Parent` zap​parent zap calls sub-zap using the variable from storage by zapierOn this step, I need to select the variable, which I set to the output of step n4 since I cannot use a further step to set the value...so I guess it´s just setting it to that static value on each iterationtrying to replace the variable for the next iteration with the returned value from the sub-zapI´m not sure how I can replace the variable for the next iteration, since that value comes from a

70
V
6 days ago
S
SantePlusBeginner
asked in Troubleshooting
How to Ensure Images from RSS Feed Appear in Facebook Posts ?

Hello everyone,I’ve set up a Zap to automatically post new content from my RSS feed to my Facebook page. The posts are successfully created, but I’ve noticed that the images from my blog posts aren’t showing up in the Facebook posts. Instead, only the link and text are being posted.Does anyone know how to configure the Zap or RSS feed so that the images are included in the Facebook posts? Any advice on settings or additional steps I might be missing would be greatly appreciated!Thanks in advance for your help!

11514
SamB
Community Manager
6 days ago
R
RaulNew
asked in How Do I
Set up search for tasks on Clickup and get results on Slack

Hey guys! I wanna make a Zap that after the event of a message in a Slack channel it searches for all of the tasks on Clickup in a list that match a specific status (live status) and then gets back to the slack channel and writes all of the names of those tasks that match.Thing is i’m getting only the info for one Clickup task instead of searching for any task that matches… I want it that if i have 3 live tasks it send me the name of those 3 tasks. 

1193
SamB
Community Manager
6 days ago
T
thomasvsNew
asked in How Do I
Is there a way to get all events matching criteria in Google Calendar?

This post has been split from  There was another element to the question that hasn't been answered.  The poster wanted to send a list of all events for the day.  Find Event only returns one event that matches the criteria.  Is there any way to get *all* matching events instead?

1502
SamB
Community Manager
6 days ago
Think Traffic
Think TrafficBeginner
asked in Troubleshooting
Cannot read property '0' of undefined for Create Quote in Jobber

I am getting “ Cannot read property '0' of undefined ” on Automation of Woocommerce->Zappier->jobber. Sometimes it success but sometime it fails. Please help on this

448
SamB
Community Manager
6 days ago
A
anaosorioBeginner
asked in Troubleshooting
Issue with typeform file upload integration

Hello! I am trying to create a Zap where, for each submitted form, a folder is created with the name of the person who submitted the form, and within it, the various documents they uploaded through the form will be saved. However, Zapier is not detecting any files; it shows "no data" when selecting the file content. Could someone help me?

205
jayeshkumarbhatia
6 days ago
D
D58FarmersBeginner
asked in Troubleshooting
Pixel Configuration

This may be a Facebook question and not a Zapier question but I want to ask here just in case. I’m trying to configure our pixel with our CRM but I don’t know that I’m actually providing any valuable feedback to Facebook. Is the zap as simple as what I have down below?      I just don’t see how the Zap is communicating relevant information back to FB. Thanks!

52
SamB
Community Manager
6 days ago
J
Jim HamiltonNew
asked in Troubleshooting
Thrivecart bump offer trigger not firing properly

Hello,My Thrivecart bump offer Zap trigger doesn’t seem to be working correctly.The Zap is supposed to go:Thrivecart Bump offer purchase (trigger) → Invite to Podia product (using the same email address)But for some reason, the trigger seems to have just stopped working. The front-end and upsell purchase Zaps within the same funnel are working fine, but bump Zap is not firing at all.When I look in the history, the last successful ones were 2-3 days ago, even though there have been multiple bump purchases since then. And there are no errored ones in recent history either.Any suggestions on how to fix this?Thank you!

12
SamB
Community Manager
6 days ago
C
courtneybeattieNew
asked in How Do I
Zapier Interfaces - how to allow multiple selections for checkboxes?

I am creating a zapier form. I need it to have a question and have checkbox options (multiple) for that one question. Ex: Initial Setup Processes Completed? (check box) Create Salesforce Acct (check box) Share special pricing, etc.  I read a couple tutorials saying theres a “allow multiples in my checkbox field settings, but I don’t see that anywhere. Why is it impossible to have multi checkbox questions?  Screenshot attached for reference to see I don’t have that option in the field settings. Thanks! 

132
SamB
Community Manager
6 days ago
L
LearningOpsBeginner
asked in How Do I
Zapier Interfaces and Tables: Event Registration System

Hey there!  So we’re a medium org, who run small volunteering opportunities on a regular basis. After having several frustrations with ticketing platforms, we thought using Zapier Interfaces might be worth our while. I would really like input on how we could make this work.  Populating events seems easy, as well as collecting signups, but a key concern is that we need to limit the number of signups for each event. My initial thought was to have a table for events and another for sign ups and basically count the number of signups for a particular event, and then have that event disappear if it reaches the maximum, i.e. a filter on the table that shows available events. However I have not found a clear answer to whether this would be possible as the linked columns in tables feature is only available in the premium functionality. I have thought also about using another source to populate the table, but this would use up zaps, which I’m keen not to do if it can be helped. I’m also not sure

185
ken.a
7 days ago
E
ENUSABeginner
asked in How Do I
Table with Multiselect Field write to a HTML table

I have Zap that I use to grab data from Kintone app using a webhook as a trigger (from Zapier).  This Kintone app has a table in it that a user fills out.  In that table is a field that is Multiselect, so the user can select more than one item. That table can multiple records and each record could have multiple items selected in the Multiselect field.This is an example:In my Zap I call that data to write it to an Exchange email using HTML body.  When I use  I use the Line Itemizer to format the data so that I can build a table in the HTML body of the email BUT everything looks great until I get to the Disposal Reasons (Multiselect Field) because of the comma it separates that field wrong.  I the example below the Disposal Reason for the 1st record should be “Cannot Test/Recert” and “Expired” then for record 2 of the same table it should be “Slow Mover” and “Small Qty”. The problem is the comma.  Because it separates by the comma to take each Disposal Reason and add to the existing reco

205
ken.a
7 days ago
O
OteroNew
asked in How Do I
How do use linked records and dropdown menus in Zapier Tables without read-only issues?

I really don't understand how linked records work, because inside zapier tables I can change the field to select the record, but when I go to Interfaces the field is shown as "read only" so i cannot link the records. Even more, that occurs if a create a new record o try to change an existing one. Another issue I have is that a tried to have a field in one table to only show the data of another field in another table, to select from (same feature as linked records but with a dropdown menu and without the linking feature). But in both cases, linked records and the dropdown menu from another table, Zapier doesn't recognize the data in the field, is like that information is not included in the table and, therefor i cannot search in interfaces for it or reference it in zaps. thanks for the help.

695
ken.a
7 days ago
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