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28557 Topics
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Mohammed ElfhanNew
asked in How Do I
How can I automate removing Google Group members directly from CRM using Zapier?

Hello! I have seen the possibility of automating the CRM with Google Groups with respect to adding the members. Can anyone please help me the functionality of removing google group members directly from CRM? Thanks in advance. Regards,Elfhan.

1
SamB
Community Manager
8 months ago
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simonfNew
asked in How Do I
How do I choose the column I want to monitor in the 'Specific Columns Value Changed in Board' on monday.com?

Zapier newbie here, so apologies in advance for the naivety… I’m trying to create a zap where a change in status of a particular column in monday.com triggers an action elsewhere.  I am using the ‘Specific Columns Value Changed in Board’ integration, have connected to my monday.com account, found the board I am monitoring, but am lost as to how I choose or specify which column I want to monitor…Any help much appreciated.

1
Troy Tessalone
8 months ago
A
aurelBeginner
asked in Troubleshooting
Zapier tables task usage (data out)

Playing around with zapier tabels. The AI bot told me when data goes in from a trigger to a table it does not count as a task, pretty cool, Im also assuming that it would not count the trigger as a task as well so it means there is zero task consumption for data (please correct me if I am wrong). My question is what about data out? lest say i want to export a row to monday.com (as a new item) would this count as a task? 

1
Troy Tessalone
8 months ago
K
karthik-workhackNew
asked in How Do I
How to automate Google Analytics traffic acquisition daily updates to a Google Sheets via Zapier?

How to automate GA traffic acquisition daily updates to a gsheet via zapier? I’ve attached the metrics I want to track on a daily basis and the gsheet for reference. The data needs to mapped to the right channel group while adding on google sheets. Gsheet: 

1
Troy Tessalone
8 months ago
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BekaBeginner
asked in How Do I
Can I set up a single Zap with multiple Google Drive triggers for different folders?

Hello, is it possible to have multiple google drive triggers in one zap, for example there are different folders on google drive and i want to get email notification from five different folders when in any of them file gets uploaded. I understand that i can make multiple different zaps for each folder but is it possible to have one zap containing all of them?Thank you

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Troy Tessalone
8 months ago
A
aurelBeginner
asked in How Do I
How can I optimize my Zap to handle high-volume email automation without using too many credits?

Hey, i'm looking to find a more cost effective way to run this specific zap/ find an alternative that is less expensive. To give you a break down of what I want to achieve:When a new email is sent from Instantly.ai (in a specific campaign and its a specific step of my email sequence)  I then want it to create a new item in my Monday.com Board in a specific group with information about this new sent email (the leads name, email...) What is the problem: Im able to create this zap however I send many emails every single day for every client that i have.  I send around 400 per client per day.  This would take A LOT OF CREDITS and it then becomes not worth it anymore. any ideas?  

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Troy Tessalone
8 months ago
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Mathilde GoyardNew
asked in How Do I
How do I automate updating and tracking call schedules with Zapier?

Bonjour à toutes et à tous,Je cherche à mettre à jour un calendrier d’appels pour savoir quand ils sont sortis et qui les a gagné Savez-vous comment je peux automatiser cela avec Zapier ? Bonne journée

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Troy Tessalone
8 months ago
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LukeGsonNew
asked in How Do I
How can I set up an automated system to distribute web-imported enquiries to various sales members?

 I work for a small inbound tour operator and I was wondering if Zapier has the features to help us set up an automated enquiries system.We currently have 3 websites that send all web-imported enquiries to one of our employee inboxes in Goldmine CRM, that employee then forwards our enquiries to one of five sales members, depending on who has the most time to deal with the enquiry.I'm hoping to fully automate this so that we have a specific inbox that collects all of our web-imported enquiries and sends each one to a different member of sales, depending on a specific set of rules that we set.I am relatively new to automation so please let me know if anyone has an idea of how we would do this. 

1
Troy Tessalone
8 months ago
Brian T
Brian TBeginner
asked in How Do I
How do I auto-tag customers in Active Campaign when they pay in QuickBooks, like Freshworks?

I am in the process of changing CRMs and I had a previous Zap working where a customer tag was created in Freshworks CRM when that customer made a payment in QBO.   I am not the one who created the zap but I believe that it starts with a webhook.  I am now using Active Campaign CRM and would like to see if a zap can accomplish this tag creation.  

1
Troy Tessalone
8 months ago
A
agtinspireNew
asked in How Do I
How can I use Fuzey to send follow-up SMS and emails to all contacts on the 'Estimate Sent' view on monday.com every Friday?

Hi,We have a scenario where we want to set up a Zap that triggers every Friday and sends a follow-up SMS and email via Fuzey to all contacts on the 'Estimate Sent' view on monday.comThis custom ‘Estimate Sent’ view is part of our ‘Deals Board’. I have tried several different Zaps including the following but none of them work as required:‘Get Board Values’ - this asks for a specific item/ID but I want to select ALL valuesSupport have suggested the following but I need it to send EVERY contact from the view not just ones which have been added/updated:1. Set up a trigger for the 'Any Column Value Changed in Board' on monday.com. This will detect any change in the 'Estimate Sent' fields throughout the week.2. Use the 'Append Entry and Schedule Digest' action in the Digest by Zapier app. This will add each detected change to a digest which will hold all the values for the week.3. Set up a time for your digest to release. This is when the digest will send all the collected data to the next s

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Troy Tessalone
8 months ago
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System Admin MonicaNew
asked in Troubleshooting
Leads captured by Linkedin Generation Forms not triggering some leads creation in Salesforce

My zap is intended to create leads into Salesforce CRM from LinkedIn Lead Gen Forms. But from time to time some of the leads simply do no enter zap. Same form, same setup. I wonder what could be preventing those forms submissions to enter Zapier. No notification error or unsuccessful zap due to duplicate records. It’s like the lead on the Lead generation form never even entered Zapier. Any ideas on how to solve this? 

1
Troy Tessalone
8 months ago
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CommunityUser00Beginner
asked in Troubleshooting
Google SheetS to Buffer Zap not working for carousel posts

I am working on putting social media updates into buffer via a google sheet. for any carousel ads (multiple images sent to buffer) i am constantly getting a 504 gateway timeout message. i have tested this with direct image links like xyz.com/someimage.jpg as well as direct download links like xyz.com/imagepath/dl=1 to auto download and neither work, indicating it’s the carousel post function itself. can someone look into this as a bug or let me know how to get this working? i have tried setting it up as a fresh action, and have not been able to get it working for facebook,instagram, or twitter, it all gives the same 504 gateway timeout and sends the error as if it is a chrome html page.

1
Troy Tessalone
8 months ago
J
jordantoddNew
asked in How Do I
How can I add active hyperlinks to the body of an automated email sent through Gmail via Zapier?

Is it possible to add an active link to a zap being sent from gmail? When someone registers as a lead from my ads, I send out an email zap. I want to link my instagram page and podcast so they have an opporutnity to get exposed to us more before the call they booked. When I try and add a link, it’s always just dead text. Preferably I could add a hyperlink so it looks cleaner, and they can click it directly. Is this possible to add to the body text of an email? Thanks in advance 

1
Troy Tessalone
8 months ago
J
Jeff SNew
asked in How Do I
How do I set up a Zap to search Notion database for each attendee email from a Google Calendar invite?

I am trying to find a database item in notion based on the attendees on a google calendar invite. It looks like it's searching the list of attendees "test1@test.com,test2@test.com" vs "test1@test.com" and then "test2@test.com." How can I setup the Zap to search by each email address (for loop) vs just searching by the entire list.

1
Troy Tessalone
8 months ago
F
flying_chocolateNew
asked in Code & Webhooks
Why can i not access the root item of a GET request?

I have a GET request, it pulls some data in a JSON structure, with “data” as the root element.Zapier shows this. (screenshot below), but in other tasks in the same zap, is there something I’m doing wrong? the screenshot of the issue is from the Python code task, but i can’t find it in other tasks either (such as formatter)  

1
Troy Tessalone
8 months ago
M
MR_852648New
asked in How Do I
Dynamically Create SP Folder & Upload Files

I have a workflow that triggers off an email. The workflow will extract text from the email and then dynamically create a SharePoint Folder based on the extracted fields. I also want the attachments from the email saved into the newly created folder. I’m having a difficult time with this step trying to reference the newly created folder, as this path must be dynamic and I am only able to reference existing folders in the Upload a File in Microsoft SharePoint zap. Is it possible to dynamically reference the newly created folder in this step? 

1
Troy Tessalone
8 months ago
H
healthcarenowNew
asked in Troubleshooting
Ninja Forms - Google Sheets: dynamically update new checkbox list options?

Hi folks - we’re using Ninja Forms for a web page to let people register for upcoming trainings, and we’re using a checkbox list so they can register for multiple trainings at the same time. I’ve created a zap to map each field in the Ninja form to a field in a Google sheet - we use the google sheet to send text reminders and track attendance.The zap is generally working great, but in an ideal world I’d like to be able to CHANGE the trainings available in the Ninja Form checkbox list (remove options of trainings that have passed, and add options for new upcoming trainings), and have the value of every option they choose mapped onto the corresponding Google Sheets column without having to edit the zap.As it is, Zapier seems to require that I pre-select all of the options in the checkbox list that I want migrated to Google Sheets. This means every time I update the available trainings in Ninja Forms, I’ll also have to update the zap that connects it to Google Sheets.This wouldn’t be the

1
Troy Tessalone
8 months ago
D
Daniel_JMCNew
asked in How Do I
How can I create a Zap to copy specific text fields from a DocuSign envelope to update HubSpot contact profiles?

Hello! I am new to Zapier and am hoping to create a Zap from Docusign to Hubspot. Is there a way to identify specific fields of texts within a document (which is within a docusign envelope) that can be copied to update properties within a profile in Hubspot?  Example:A contract is created in Docusign from a template. Some of the documents in the envelope contains text fields for a client to complete. These text fields correspond to properties on the contact profiles in Hubspot  Upon completion of the signing - and completing of particular text fields - a Zap grabs the specific (pre determined text fields) and updates corresponding properties on a contacts profile in Hubspot.  Is this possible? Any/all help is welcome!!! :-)

1
Troy Tessalone
8 months ago
A
AveryNew
asked in How Do I
For AI Bot, how do I remove the public link?

With the AI Bot feature (love it!), I know I can restrict how it’s embedded by domain, and I can password protect it with Interface. However, from what I can tell, the public URL still exists and is accessible by anyone with the URL. Is there a way to restrict that? 

1
Troy Tessalone
8 months ago
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ThomasDevNew
posted in How Do I
Need Help : Use Zapier trigger to start a drip campaign in Node.JS project.

Now I am working on NodeJs project.I gonna use Zapier trigger to start a drip campaign.But unfortunately I have no idea about this.and Also I wanna know the way to how to test for me on local.If you have experience , Pls help meThank you. 

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SamB
Community Manager
8 months ago
R
rsanspotoNew
posted in Troubleshooting
Invalid error response when pulling phone numbers and emails from Seamless AI.

I can’t pull Phone Number and Email from Seamless AI, so I cant put the fields on the test, and it gives me an invalid error response, even if I try to put default value.  What’s the best ZAP Technique I can use in connecting Seamless AI & Nutshell? 

1
ken.a
8 months ago
AbigailJ
AbigailJNew
asked in Troubleshooting
Zapier sending the word NULL in name

I have set my Zap to use a text output from a Formatter step to create a record with a specific name but it is sending the word NULL instead of the output value. Its a woo commerce integration. I am able to get the Woocommere value of First Name and Last name but the formatter step output is sending NULL.

1
Troy Tessalone
8 months ago
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Natty GainsNew
asked in Code & Webhooks
Failed to create a request in Webhooks by Zapier

Hi, we are facing an issue with a custom zap (Stripe - Webhooks by Zapier).The webhook is set correctly (checked via postman).However the system failed to create a request in Webhooks by Zapier → unknown status keyword 'A-Z' in marked section. Also see screenshot.Does anyone have an idea on this?Thanks.Jannik

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Troy Tessalone
8 months ago
M
mamedia_mktBeginner
asked in How Do I
How do I set up a Zap to create Trello cards for new Facebook Lead Ads leads with correct field mapping?

Hey!I’m trying to connect facebook and trello through Zapier, in order to see all the new leads from facebook ads on Trello.I tried to create an automation where it automatically creates a trello card with the name on the title of the card and info of the lead on the description. But it didn’t work. If you could please tell me each step to make this work sson, I would appreciate.Also, another thing is, when I’m setting the fields of the Facebook Forms on the Trello Card’s description, there are multiple options like “Email”, “EMAIL”, and “Raw Email”. Which ones should I choose?Thanks in advance

1
ken.a
8 months ago
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wil934New
asked in Code & Webhooks
Change one value in JSON GET Payload and POST Back

Good morning,I am trying to change one value from a JSON GET Payload and PUT a response back. Fulcrum requires the full JSON payload to be sent back or the data is erased. All I am trying to do is change the field value 71ca to a response (Primary Key value) after posting some data into our databse. I have everything working except how to change the value of 71ca. I tried pass through mode but that  just passes all the data. I am sure I missing something simple with all the zapier step options.   

1
nparashar150
7 months ago
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