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28558 Topics
O
ollaobBeginner
asked in How Do I
Evernote date format

I have set up Create new Google Calendar events (detailed events) from new Evernote reminders.  Where do I enter my Zap field inputs after I have set the Evernote reminder date and time? What is the date format I need to use in Evernote?  

4
jesse
4 years ago
Q
qmail2New
asked in How Do I
Zapier and Clickfunnels integration

How many client zapier accounts can I integrate into my clickfunnels account? 

3
Liz_Roberts
4 years ago
J
Jim the pizza manBeginner
asked in How Do I
authentication failed: Cannot read property 'consumer_key' of undefined (Woocommerce set up issue)

When I try to connect my Woocommerce account to Zapier I get this message: authentication failed: Cannot read property 'consumer_key' of undefined Make sure you click "Allow" or "Accept" on the permission popup Double check your Account has the correct permissions Check out our help docs for more information I have input the website: https://eatlocalpizzapos.com The admin login for the website The admin pass for the website I has previously been running the legacy version of the plugin and now cannot seem to get the new one to work. If anyone has any ideas I would appreciate it so much.

18
jesse
4 years ago
B
BaggyBeginner
asked in How Do I
Convergehub API Keys

Hi I am trying to get keysConvergehubAppreciate any help

2
B
4 years ago
B
Barath VigneshBeginner
asked in How Do I
Salesforce Login Issue "API Only User"

Hi, Currently, We are planning to Integrate Zapier with Salesforce instance. But, User Account provided for Salesforce through Okta SSO (Okta User name & Password) and all the users in Salesforce account have “API Only User” Enabled in profile level. So, We are unable to login the Salesforce Application in Zapier. Is there any way or workaround for this issue ? 

3
B
4 years ago
A
ArtieBeginner
asked in How Do I
Formstack to Excel - how to send form date submitted as a field

I set up a Formstack to Excel zap.  When I pick fields to push over to Excel, only the form fields are listed.  How do I send the submission’s date/time submitted to the spreadsheet?  It’s not one of the form fields.   Thanks!

1
Seun Debiyi
4 years ago
D
DjentlemanZeroBeginner
asked in How Do I
Teams Custom Channel

I’m trying to get ConnectWise Manage to Teams integration setup, but I’ve having problems with using the “Custom” channel feature. If I set the channel statically, then the Zap can post message just fine, but what I want it to do is select the channel based on information in the source message. I can see the variable I need (customer ID) in the source message, and can configure the Zap to use that as the channel selection, but this only generates a “Bad Request” error.I see when I manually select a specific channel, there’s a channel GUID, perhaps the channel name is not getting converted to the GUID when you use a variable as input?Whatever the issue, I’d really like to get this working, as just posting to a general channel is not very useful compared to posting to the correct customer channel… Thanks!

1
D
4 years ago
S
Sean WilliamsBeginner
asked in How Do I
How to update python code?

Hi there!I’m trying to work out how I could solution the following challenge.  A user will use a Smartsheet form to request a backup. I have some python code sitting on a local server, which i have been updating manually with the details from the submitted form. eg. Folder ID The code is then executed as part of a scheduled cron job What i’m looking to do is to take the request details from Smartsheet and parse them into the python file so i don’t need to manually edit files. Are there any ideas as to how i could  achieve this? Note: I’m not looking to execute the python script on Zapier, just, update the code within the python file. Thanks for any help, Sean

4
S
4 years ago
S
Spokey
asked in How Do I
Is it possible to do this with zapier?

So, I have a store and I want to automate the whole process.I've tried to do the following, but I couldn't.1- successful sale (paypal)2- Send an email to the buyer (Gmail)3- If the buyer places the discord user in the title of a reply, proceed to the next step4- Add role in discord server to the discord userIs this possible?

3
ForYourIT
4 years ago
B
BobRNew
asked in How Do I
Conditionally setting field in Freshdesk ticket based on input stream

We’re using Zapier to create a ticket in Freshdesk whenever a new row is added to a Google sheet,  A required field in Freshdesk is PRIORITY, with fixed value of Low (1), Medium (2), High (3) and Urgent (4).  We have a column in the sheet (rating) that is a proxy for this priority with possible values 1-10. When creating the Freshdesk ticket I would like to conditionally set the PRIORITY based on the data in that column, e.g. if rating is 1-3 set Priority to Low, if 4-6 Medium, etc.   I know I could do this with Paths in Zapier, but seems unnecessarily complex to create 4 different paths simply to set this one value correctly. We’re looking for a way to map / transform / manipulate the column value to appropriately set the Priority.   Thanks in advance for any suggestions.  

1
Liz_Roberts
4 years ago
K
krisspzBeginner
asked in How Do I
CapsuleCRM - find contact and update

Having trouble getting my head around updateing a contact in capsule.I can see there is the option to Find contact and optionally create one but I can’t seem to figure out how to update the contact if it finds one?

6
ikbelkirasan
4 years ago
N
nicoleoctaneNew
asked in How Do I
Multiple Opportunities Closing at Same time for Same Account - Salesforce

Hi Everyone! When we win opportunities in Salesforce, I currently have a Zap set up that displays the Closed Won Oppportunity in our team’s Slack Channel. Most of the time, there are multiple opportunities won at the same time for the same account though, and it appears Zapier is only displaying the first one closed won right now. We are wanting it to show both Closed Won opportunities on the account at the same time. However, not every account will have multiple closed won opportunities.  Is there another step in my Zap that I should add to do that? Thanks!

1
Liz_Roberts
4 years ago
E
etecnicNew
asked in How Do I
Connect leadfeeder, RocketReach and zoho CRM

Hello every body,I have a trial account in Leadfeeder, RocketReach and Zapier The company has trying 3 tools for automatic zapings. When  I receive a new lead in leadfeeder this send Lead to Zoho CRM    OK (AUTO)When quality of lead is low (MANUALY) I go to RocketReach to search Persons related with Leadfeeder LEAD found it.If I found persons then I COPY AND PASTE the contacts to LeadFedd and ZOHO CRM   (MANUAL) Is posible do this automaticly?LeadFeed > New LeadRocketReach > Search people relatedPeople FOUND > Save People to LeadFeed and Zoho CRM Thanks  

1
Liz_Roberts
4 years ago
T
ThunderstarterNew
asked in How Do I
How to export and upload a file as a .csv

Hi, I’m new to zapier. I have a Zapier integration with a cloud based system called Arlo. It is exporting data fine into Zapier.  Zapier then sends this data to MS Excel 365 into a spreadsheet. This Spreadsheet then uploads to Brick FTP. All fine. however the format the excel file is uploaded to is .xslx Our internal sales and accounts pacakage requires this file to be in .csv format in order to pull the file in from Brick FTP. Is there any way in which I can convert the .XLSX file to CSV? there does not seem to be a way to convert it. I have seen another post where it suggests to use Google Sheets and make the sheet publically accessible for the ZAP to be able to see the document and convert it, but this concerns me as the data we are handling contains customer information and needs to be securely handled. Thank you for any tips/suggestions. Regards Dan

1
Liz_Roberts
4 years ago
E
ethanlangNew
asked in How Do I
Google Sheets: will only write values to the first column

Hello All, I am trying to create a zap that will create a new sheet in a google sheet, add column headers, then write in several steps in the rows below.  This zap is hooked up to our project manager software Trello and is triggered by the creation of a new project. My zap will run when a new project is created, it creates the new tab in the google sheet, adds 5 columns as headers, but then fails when it tries to create rows of data that are the subtasks of that project.  I am using one action to lookup the data in Trello and it returns a JSON of the “checklist data”. From there I have tried multiple processes like converting to text (as line items), running the utilities Line Itemizer, and feeding the JSON directly to the Create Speadsheet Row in Google Sheets Action. Each attempt this step fails if I tell it to write to multiple columns. However it runs fine if I just write to the first column.  The error it gives me was The spreadsheet row could not be sent to Google Sheets. The

1
Liz_Roberts
4 years ago
J
joshuajebarajNew
asked in How Do I
How create Jira ticket based on the reply to zapier bot by the user

I have created the Zappier action which send me personal message whenever certain text appears in the Slack public channel I want to create the action where when I reply yes zappier slackbot message the JIRA ticket must be created     For example when someone mentioned my name in the general slack channel the bot notifies me that someone mentioned you on replying yes to the message send by the bot its should perform certain action(creating JIRA ticket in my case)

1
andywingrave
4 years ago
M
mindypNew
asked in How Do I
Google Calendar - Pull Tomorrow's Events into Trello

Ok I’ve racked my brain on this and I am stuck.   I would like every day at 12:01 am to search my google calendar and create a trello card for every event I have comming up the next day. If its not possible to run it at a specific time, could I do something like grab all events where start date is tomorrow but not beyond the end of tomorrow.I can’t figure out how to do this, i’ve tried a million ways it seems. Thanks smart people.

1
andywingrave
4 years ago
N
nicoleoctaneNew
asked in How Do I
Salesforce Opportunity Creation with certain Type Slack Message

Hello, I am needing to send a message in a certain Slack channel when an Opportunity is created in our Salesforce instance with the Opportunity Type = Cancellation. I had it set up to send when the Opportunity Type was Updated to Cancellation, and that was working, but it stopped working correctly.  Would it be possible to have two Zaps going into the same channel? When a new Opportunity is created in Salesforce with Opportunity Type = Cancellation When an existing Opportunity is updated with the Opportunity Type = CancellationIf so, how would I set those up? I am new to Zapier; I inherited the Salesforce pieces, and am trying to learn! Thanks!

1
andywingrave
4 years ago
A
anuragBeginner
asked in How Do I
Can I add multiple emails in one particular zap?

Hi, so I wanted to ask if I can add multiple business accounts in one particular zap integration. For example if I create a zap between gmail and sheets can I have multiple emails simultaneously enabled in this particular zap? 

1
andywingrave
4 years ago
A
Andrew GasperBeginner
asked in How Do I
Podio Zap runs then delete the email in my field

This is my first request in Community, so be patient with me if I don’t get you everything you need.  Trigger: Item updated in PodioAction: Send an email with attached PDF through Gmail. Problem:  After the Zap successfully happens, the email in my Podio email field is wiped out.   How do I prevent my email field from being deleted after the zap runs?  I appreciate all your help! TIA! 

2
A
4 years ago
S
scottylipNew
asked in How Do I
Reply to existing Gmail message

When someone posts in a specific Slack Channel, I want it to email via Gmail and I have this step down. I included TS (which I believe is unique) in both the subject and the body. Went Slack to Path Path A = if TS does not exist Send new email (good up to this part)   Path B, I want to reply to the original email if the TS already exists (someone replies to the thread). There is a find email option but that kind of dead ends after it finds an email. There is also a Reply to email option but not sure how to create a gmail search thread here and coming up dry on Googling this.

1
Danvers
4 years ago
M
MarcoBeginner
asked in How Do I
CognitoForm Voice Update

Hi There,How it’s possible to update a CognitoForm voice?Thanks

3
Danvers
4 years ago
P
PranavNew
asked in How Do I
zap configuring

i want to integrate my zap between get response and instamojo, but during testing a trigger, they are showing couldn't found payment? what is meaning of it?

2
Danvers
4 years ago
Davidh88
Davidh88Zapier Expert
asked in How Do I
Moving Excel Data Around

I have a JotForm delivering data into an excel sheet. The excel sheet has multiple sets of columns that represent different products.  For example Column A-F are contact info, Column G-K are product 1, Column L-P are product 2 etc. I want to update a sheet to have 2 row, each with data from A-F and then G-K and a different row A-F and L-P. Any suggestions?

4
Danvers
4 years ago
A
AlicePepNew
asked in How Do I
Personalised email reply and custom zap according to selected Typeform fields

Hi,I have two things I am struggling to configure and would be grateful for any advice.I have set up a zap so that when I get a new Typeform entry it sends a new email via Gmail.The first issue is I’ve hit upon is figuring out which field in the zap allows me to include the first name of the respondent, so that the sent email is personalised. I’ve included a screenshot of the zap fields for reference.And secondly, if it’s at all possible for a custom email to be sent based on certain entries selected in the Typeform.Also included is a screenshot of the Typeform question to illustrate how responsents can select which event date(s) they are interested in. The ideal would be to send an automated custom email based on the event(s) selected in Typeform. Is that at all possible?Thanks so muchAlice

1
ForYourIT
4 years ago
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