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28772 Topics
M
Medicinal MamasNew
asked in Troubleshooting
Popl error: There was a problem with the data returned from this step! Please contact support.

No matter how I try to integrate Zapier to my Popl account I get the message “Your Zap could not be turned on “Step 1 - New Lead (For Any Team Member) in PoplBargle! There was a problem with the data returned from this step! Please contact support.I keep running the text triggers through the Klaviyo and square integration, both show as successful, the zap goes live then about 30 seconds later I get an email with the above message. 

2
ken.a
3 months ago
H
hyatsraNew
asked in How Do I
Can I assign a GitHub team to an issue with a Zap

assign a GitHub team to an issue with a Zap

2
ken.a
5 months ago
E
EKOHBeginner
asked in How Do I
How do I use a full email address as a search string in checking criteria for new incoming emails?

Hi I am new user and i would like to check “search string” can enter full email address ? if this is not the way , how do i enter if i want the new coming email from the following email address as a criteria  

2
JammerS
3 months ago
E
e_messageNew
asked in How Do I
How do I update 100+ contacts missing a custom field in CRM after a Zap transfer?

I set up a zap to update contacts between two platforms. We are seeing a discrepancy between the originating platform and the CRM. The total is about 100 entries. My theory is that same entries were not transferred due to a custom field not being set up. If contacts were not imported prior to the custom field being setup, how would I update those missing entries?Thank you for your help in advance. 

1
Troy Tessalone
5 months ago
M
mdohertyNew
asked in How Do I
How do I connect ShareFile Google Sheets to the Monday.com board?

Is there a way to link a google sheet that lives and is edited in sharefile to a monday.com board?

2
JammerS
3 months ago
M
mcerchiaroNew
asked in Troubleshooting
Duplicated Zap not triggering

I have a zap that adds a row to an excel file when a new submission from Formstack is created. That has been working fine for about 2 months. Now I need to do the same steps, from the same Formstack, but on a different excel file. I tried adding a step to the already working Zap...no luck triggering the new step. I then duplicated the working zap and changed the excel file accordingly...no luck triggering the zap. Not sure what it stopping the zap from triggering.

1
Troy Tessalone
4 months ago
D
danteMNew
asked in Troubleshooting
Update Company in HubSpot This HubSpot step hit an error. Required field "Object ID" (id) is missing.

 

1
Troy Tessalone
5 months ago
B
BarbNew
asked in How Do I
How do I perform an if/then query to add a text label to a piece of data from Mailchimp to monday.com?

Hi, beginner question here :)I have created a Zap to find tagged contacts in Mailchimp and create an item in Monday. Works great!In Mailchimp, subscribers have selected their Information Preferences, of which there are five choices.The fifth choice is not applicable, because those people are tagged and already flow to Monday.The other four choices appear like this when I am using Zapier to create the item and map fields: What I want to do is something like this:IF [first interests field] = true, then add label “Info Session” to [specific column in Monday]IF [second interests field] = true, then add label “Project Brief” to [specific column in Monday]etc for third and fourth interests fields.Is this doable, and how?

1
Troy Tessalone
4 months ago
L
LYDNew
asked in How Do I
How do I add CRM notes for customer email link clicks with non-classic automations using Mailchimp?

I want to add a note to a CRM whenever someone clicks a link in my customer journey emails. But it says that it only supports an outdated feature called “classic automations”. I’ve found this thread and does it mean that in 2 years, the devs didn’t add this feature?

1
ken.a
5 months ago
L
LuffyleraNew
asked in Troubleshooting
Firebase/Firestore error: Unable to pull records, error code 404

 Please help me, whyyyyy I can’t test 

1
ken.a
5 months ago
S
signal15New
posted in How Do I
Solution to do partial matches with the Find Record by Query in Salesforce

I couldn’t find a solution for this, and the only article that referenced this was from 2 years ago and said it’s not possible.  After messing around with this, I figured out a solution.  I was searching for an Account by the (partial) name.  In the WHERE field, put: Name LIKE '%yoursearchstring%'“yoursearchstring” can be a field pulled from another action.  Note that the single quotes and the percent signs are required for this to work.

1
ken.a
5 months ago
P
polariceBeginner
asked in Troubleshooting
Error message the app returned "Account is invalid"

I am trying to extract data from an email using parser by zapier and having that data sent to my radiusbob crm entered as a new lead. When the email is forwarded to my parser email account, I get an email back from zapier alert that has an error message that say the app returned “Account is invalid”. I have attached my crm correctly because when I run a test before I published the zap the zap worked like it should. But when the automation is triggered by the email, I get an error message. Does anyone know how to fix this? 

1
Troy Tessalone
4 months ago
C
cschrameckNew
asked in How Do I
How do I save PDF attachments from Gmail to an SMB file share for OCR processing?

Would like to save PDF attachment from GMAIL to a SMB file share so an existing OCR process can process them.  Is this possible or is there another solutions for this?

2
JammerS
4 months ago
W
WebingNew
asked in How Do I
What will the impact of changing the HubSpot password be on existing Zaps?

So I getting in a new company, they already use zapier with hubspot and whant me to change password so the previous hire dont mess up.If i change the pass word on hubspot will it break the zaps in the zapier?

1
Troy Tessalone
4 months ago
B
beckymarieNew
asked in How Do I
How do I extract customer info from emails to send a personalized text reminder campaign in Project Broadcast?

I receive reminder emails for my customers via email. How can i take the customers name, and order info from that email and then trigger a campaign to send that specific customer in the email a text reminder?

1
Troy Tessalone
4 months ago
B
Bhavana ANew
asked in How Do I
How can I send a Discord post based on tags?

Based on tags we have to send discord post How can we achieve this ?

1
Troy Tessalone
4 months ago
L
LandproJTBeginner
asked in How Do I
How do I create a PandaDoc from monday.com for all PandaDoc account holders?

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 posting.I have an integration which creates a PandaDoc from Monday.com status column change. However when other users click the status the PandaDoc is created in my account. How do I set the below Zap for multiple accounts? DO I need to add a new Zap for every account, or is there a way to make it specific to the user who created it? 

1
Troy Tessalone
4 months ago
I
ItamarNew
posted in Troubleshooting
The app returned "Forbidden" (HTTP Status Code: 403)

I created a zap in which i integrated fastbot ai with klaviyo so i can get my fastbot form data in the klaviyo list.But it keep saying The app returned "Forbidden" (HTTP Status Code: 403)This error how can i fix this?

1
ken.a
5 months ago
J
JP_ZAPNew
asked in How Do I
How do I send Payfunnel payment receipt emails with full customer details for specific invoices?

Hi, im searching to create a automation trigger by the payment completion from a specific invoice i got in payfunnel. With the option offer via the field im not able to get the results i need.So here i will try to put in step what happen and what i need to happen.Into Payfunnel:Invoice AInvoice BInvoice CTrigger for my Zap would be:.. when a payment is received from Invoice C but not A or B.. a copy of the detail the customer enter for the payement (billing adresse, shipping adresse, etc) would be send as copy to an email.….My issue is that im not able to isolated a specific invoice… and from then i can’t test for the email part.Does any one have an idea for this to work?

1
ken.a
5 months ago
H
HEANew
asked in Troubleshooting
SharePoint folders not found

 

2
JammerS
3 months ago
V
vjedlickaBeginner
asked in How Do I
parsing block of text

How do I retrieve customer data fields (first name, last name, etc.) from a text block like for example:Account information:Salutation = Mr.Title = Dr.Last Name = SchmidtFirst Name = JohannesCompany = Green Energy Solutions GmbHStreet = Hauptstraße 15ZIP = 10115City = BerlinFullCity = 10115 BerlinCountry = GermanyState / Province =Phone = +49 1723456789

3
fiona819
4 months ago
G
GeertNew
asked in How Do I
How do I display a Google Sheet calculation result within a WPForms form after submission?

Hi, i am new here and beginningI Have a form in in wpforms and a google sheet, created a zap that fills some cells in google sheets, then some calculations are madeI want a next step so that i can show the result of the calculation in my wp form.I tried a plugin but google sheet has to be published again before i can show the results so that doesnt work

1
Troy Tessalone
5 months ago
D
Developer Proto IT ConsultantsNew
asked in Troubleshooting
Issue with Zap: Last Name Field Populating Multiple Times in Mailchimp Integration

 Dear Zapier Support Team,I hope this message finds you well.I am writing to bring to your attention an issue I'm encountering with a Zap involving Classmaker and Mailchimp integration. The problem arises specifically with the last name field, which is populating multiple times in Mailchimp despite being configured to accept only single entries.Here's a brief overview of the situation:Platform: Zapier Trigger: Classmaker form submission Action: Transfer lead data to MailchimpDespite ensuring that the last name field is set up to accept single entries both in Classmaker and within the Zapier configuration, duplicates persist in Mailchimp. This issue is causing inconsistencies in our data and affecting our workflow efficiency.I have already attempted the following troubleshooting steps:Reviewed and verified configuration settings in both Classmaker and Zapier. Checked data formatting and consistency in the last name field. Tested the Zap with various scenarios to pinpoint the source of d

2
ken.a
5 months ago
L
Lilit.aNew
asked in Troubleshooting
My Microsoft Outlook account in Zapier keeps disconnecting.

This post was split from topic:  Hi everyone, We are having the same issue. We need to connect a shared mailbox to send emails to Facebook leads: I’ve connected my nominal Outlook account that has access to the shared mailbox, but it asks each time to reconnect. Is there any solution? Thank you very much in advance!

1
ken.a
4 months ago
A
AKedawatNew
asked in How Do I
How do I migrate workflows from a test environment to a production environment in Zapier?

How can i migrate workflows from test to production env and what happens to the underlying assets like connections , tables and any other zapier tools used.

1
fiona819
4 months ago
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