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HSBABeginner

asked in How Do I

How do we search for a contact in Microsoft Dynamics 365 CRM by email address only?

Hi,I want to find contacts in Microsoft Dynamics 365 CRM only via the email address.But I have to fill out name and surname. Is there currently a possibility to search for a contact in this way? With leads, I can search for an email address. But that doesn't help me in my use case with CleverReach.Thank you in advance and many greetings

jczapBeginner

asked in Troubleshooting

Docusign Zapier Integration: Dev Account Connection Issue

Hi, I want to connect a Docusign developer account but it looks like it doesn’t works.When you connect the application, there is a first screen asking if you want to connect a production or sandbox account but either you choose one or another, it will try to connect the production account.I made a lot of test like disconnecting the production account to force the connection of the dev one but the application refuse my dev’s credentials, only production credentials will work, even if I chose sandbox on the first screen.So I’m not able to test my zapier integration.

CCabralBeginner

asked in Troubleshooting

Creating an Envelope from TemplateS in Docusign but Template Fields are Skipped

I’ve successfully used a zap to create an envelope in Docusign using 3 templates, all of which have required & optional fields for a recipient to sign. My zap sends the Docusign recipient’s name and email address, but I want to send NO other data. The envelope is created successfully in Docusign with all 3 documents, but the signer can only sign fields on the LAST document (all the data fields from my first 2 templates are gone). I’ve reordered the templates, and it always just skips to the final document. I’ve confirmed if I create the envelope with 3 templates manually in Docusign, it works fine. It’s only when I create the envelope using a zap.I think it has something to do with the data fields in my zap. It pulls them in to my Action step, but I want them to be ignored so the signer can fill them in as required.

evslBeginner

asked in How Do I

Upload multiple attachments to Google Drive from Slack

Hello.I have a zap that look for a new message in a Slack channel > Filter if it has file attachments > Upload the attachments to Google Drive folder.The zap works fine when there is only 1 file attached to the new message, but will only upload 1 of the attachments when there are multiple of them.How can I get Zapier to upload all of the attachments in a new message?Thank you.

asked in Troubleshooting

Chat GPT - image analyze reached limit

[rate_limit_exceeded] Rate limit reached for gpt-4-vision-preview in organization org-lQgKCfeAjaCjxXIRTBLSq851 on tokens per min (TPM): Limit 10000, Used 9770, Requested 897. Please try again in 4.001s.

devinmcbrideBeginner

asked in How Do I

How to customize queries in a product recommendation and customer support Chatbot?

I am attempting to create a bot that both makes product recommendations, but also addresses customer support issues by creating Salesforce Cases. I’ve leveraged the Knowledge Source feature to provide all of the recommendation data, and it’s working incredibly well - it’s even fun to use!I’m struggling on the support side though - I’m not sure if it’s because I am learning about effectively writing directives as I go.This data collection (to me) is effectively the same as collecting a lead. For this reason, I am currently leveraging the Collect Leads action, and I’ve added the fields I want to collect (same as the default with the addition of a Description field). Frankly, it works pretty well - it collects all of the information, and I have a Zap triggering off the Collected Data, doing some light data transformations and sending to Salesforce.It’s just not very intuitive from the user’s perspective and I’m struggling to fix it (if it can be fixed) using the Directive.If this is even

asked in Troubleshooting

Zap error - not creating email draft when new Google Calendar event added

I set up a Zap that is supposed to automatically create a draft in Gmail when I add an event to Google Calendar, but it's not working. What could be the possible reasons for this?

asked in Troubleshooting

Slack Emoji Reactions - Preventing Duplicates

Hello! I have set up a Zap so when a team member reports customer feedback in slack, I can react with a specific emoji which then creates a new item in a notion database.Often when you emoji react on a message in slack, other members of the team will click on the emoji too. Is there a way to prevent multiple database items from being created?

GordonEBeginner

asked in How Do I

Need help with Shopify to Visma order.

Hi, I have just started with zaps as I have a small business and need more time for more important tasks 🙂It would be good to get this working by the end of the week, then I will have a lot of orders coming in, and it would make my life much easier!I have done a zap that automatically does the customer for me, that far I have got it to work out. But to make it eaven more easy I would like to get the orders transfered into Visma, that is where i fall short! I now payed for a year so I really need it to work out for me 😉I tried yesterday to do a order zap but did not got it to work, see attached screenshots. Mabe I am doing it compleatly wrong, then pleas help me!I many times have many order rows, but i dont understand how to do it and have not found a good guide how to do it. So any help would be great!I found a guy doing a similar thing on Youtobe with Fortnox, that is what I want to do right now, but its a bit different in Fortnox and Visma so I cant follow it compleatly, he is doin

Yusuf AZAKLINew

asked in How Do I

Ads Set Images Transfer

Hello everyone, I want to transfer the advertising images I shared on Meta to bitrix24 cards via ZAPIER. Is there a solution for this?

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!

RPSingh18Beginner

asked in Troubleshooting

Send Phone call in Bland AI: The app returned "Banned phrase detected: scam"

Trying out the Bland AI and Zapier integrations. I guess all of this in new so not much content on it yet.Issue: Unable to send a Call.Error: The app returned "Banned phrase detected: scam”Instance: Failing during test stageSteps done:Tested the authentication, its working fine. Removed scammy looking words from the prompts Used a standard ZAP template.

asked in How Do I

Looking in multiple fields for Square customer info

I see the open issue where thecustomer data on an order or payment is inconsistent. I see name, surname, email on different paths for different orders.What I’d like to do is check multiple field for the customer information before I mark it as anonymous? Do i just need to daisy chain formatter fields with a default value?thanks,shaun

asked in Troubleshooting

HubSpot list names are outdated in Zaps

I have several Zaps that add a contact to a static list in HubSpot. Over time we’ve renamed those lists in HubSpot, but in most cases, the old names are stuck in Zapier.In a couple of cases, for 1 list in particular, the list name did update in Zapier after it was changed in HubSpot.For most of them, however, they’re stuck on an old name. If I try to update the list in Zapier, I’m able to search and select the new name, but once it’s in the Zap, it goes back to the old name.This causes confusion because I can’t tell if my Zaps are pointing to the right list or not when they’re using an outdated name.Additionally, when I look at the Zap and want to look up the HubSpot list from there, I search the list that I see in the Zap but it returns no results in HubSpot. So then I have to do detective work to figure out which list it must be.We have many similarly named lists so this is a challenge.Is there any fix for this?Example:Zap showing outdated list name Updated list name shown and select

deannaleigh1979Beginner

asked in Troubleshooting

Select image urls from a table (randomly) and post image to FB and IG

I can no longer post to FB because my page isn’t listed. (I’ve tried EVERYTHING available for help including additional items like adding 2 factor authentication, but after the update i want to kill myself...like if this isn’t a new idea, it won’t work) I have a TON of pics and I’d like to have zapier choose a url at random to post.

DaanisAanBeginner

asked in How Do I

Can't use GPT4o API to access internet

Hey All,I’ve checked online in other places and on this forum but couldn’t find an answer to this. My question is:How do I make it so that when I use GPT4o through the API with Zapier, it will be able to browse the internet? Some background:Since the release of the new GPT4o, browsing capabilities have improved. When using ChatGPT (plus) through the regular OpenAI front-end, it will automatically start browsing the internet when I ask it to take a look at a website. However, when I try to do this through the OpenAI API with Zapier (I use the step “Conversation With ChatGPT”, and then pick model GPT4o), I get the following message:“I'm a text-based assistant and cannot directly access websites.” Has anyone managed to fix this yet? I’m not very technical, but willing to try, if necessary.

posted in Code & Webhooks

Discord bot to Discord bot integration

Hey, I have a ChatGPT 4 Discord bot, I want to connect that ChatGPT Discord bot to another Discord bot of mine?For the sake of this post I am going to call the ChatGPT Discord bot as “ChatGPT dc bot” and the another Discord bot which I want to connect as “Second bot”Suppose I send “What is 1 plus 2” to my Second bot but as its just created through the Discord Developer Portal and doesnt have any fuction or anything as its complete new it doesnt know. So I want something in Zapier with which the Second bot copies my question which is “What is 1 plus 2” and sends it to ChatGPT dc bot in Discord, now as the ChatGPT dc bot is fully coded and the bot knows everything as you all know ChatGPT is great it answers it. Suppose it answered “The sum of 1 plus 2 is 3“ now when the ChatGPT dc bot answers it the Second bot should immediately capture it or copy it and send it to me in Discord. Now I will provide all the channel IDs and all the other stuff needed. Please remember the question and the a

asked in How Do I

How do I filter Slack messages based on keywords in Google Sheets?

Hey folks, I’m trying to make a current zap more scalable to my team’s needs. The setup is:Event - New message posted to Private Channel in Slack Continue only if… “text” contains certain company names, which are manually listed as “or” groups Action - Send Channel Message in Slack I’d like to reduce the manual work involved in adding each of the company names as separate “or” items under the “continue only if...” filter by having Zapier reference a Google Sheet cell range (a column, ideally). So, if the Slack message text contains any of the text in a referenced Google Sheet cell range, then the zap continues. We need this because the key company list can change from week to week, and said list is maintained in a centrally referenced Google Sheet. So, manually changing the Zapier keywords every week is a pain and also risks having an out-of-date list due to human error. I’ve searched and found this previous post, but it doesn’t quite nail my needs on the head because the solution pro

JTWatkinBeginner

asked in Troubleshooting

Failed Zendesk Sell lead from Calendly

After using the template to create a lead in Zendesk Sell when a Calednly invite is created, I keep getting the following error message:Failed to create a lead in Zendesk SellThe app returned "request is forbidden" I have followed all the troubleshooting prompts, including paying for all the subscriptions needed. What else can I do to know what is causing this error so I can fix it and get the Zap working? Thank you for your prompt reply!

asked in How Do I

Adding and Updating Waitwhile to Google Sheets

Hello community,I need advice on how to help resolve some issues I have been struggling when using Waitwhile and Google Sheets.I figured out how to add new data from WaitWhile to Google Sheets by making a new row. However, I am struggling with having the same row for the specific client to have the status updated when the client is moved from “Waiting” to “Showing” status.Currently it adds a new row to with the updated status so a duplicate row with exception to the one cell is updated with the status. Here is sample data. Here is what my zapier flow looks like:Any advice would be appreciated. I have been testing and researching for two days without success. Thank you!

Mhamed SamyBeginner

asked in How Do I

How can I extract a page or more from a PDF, document in my drive?

How can I extract a page from a PDF file? I used the PDF4me tool and it is good,I wanted to know if there is another alternative to this tool that can extract a page from a PDF file.

love_webhooksBeginner

asked in Code & Webhooks

Date format step seems to hardcode date/time

I have a 3 step ZapListen to a request and intercept the details Obtain epoch date/time from one of the attributed in step 1 Add a date formatter to convert epoch time from step 2 to ISO8601 format. This saves it to param called output Pass that date to a custom PATCH request in json body that posts to another endpoint ex: {started_at:”<output>”)Actual results : It appears to pass exactly the same date/time ISO combination . Any additional configuration needed so that json body receives latest date/time and is dynamic

asked in Troubleshooting

Filter not working

I created a filter to prevent emoji reactions with more than 2 emojis from being created in Notion. It passes test cases where there is only 1 emoji reaction however with multiple emoji reactions, tasks are still getting created in Notion. They are failing the filter but still passing onto the next step.

asked in Code & Webhooks

Does Zapier Central allow API Integration?

Does Zapier Central allow API Integration? So I can embed the chatbot on a website. I mean I create a bot on Zapier central and then get an API key and paste it in other software and when a user question the other software fetches the response from Zapier Central

asked in How Do I

How do my clients grant me access to create and edit their Zaps on their Zapier account?

I want to know, as a freelancer, how would my clients give me access to make and edit their Zaps in their Professional plan accounts?

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