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29354 Topics
B
blang.msasafetyBeginner
asked in How Do I
Marketo Source Fields on Users recorded as Web Service API

Hi - we are connecting a Wisepops form fillout to create/update leads in Marketo. When I set up the Zap, even if I directly enter “Form fill out” in the mapping for Original Source Type and Registration Source Type they are still populated in Marketo every time as simply “Web Service API.” Is there a way to accomplish what I’m trying to do? Thanks!    

1964
steph.n
4 years ago
W
williamchBeginner
asked in How Do I
How to import XLSX to Google Sheets

Hi There,   I’m hoping to solve a very similar issue to this post, but with xlsx files instead of csv’s.    Essentially, I get regular emails with xlsx attachments that I would like to take and put the entire contents of the xlsx file into a google sheet, overwriting the sheet whenever there is a new email with this attachment.    My first step: I have the trigger as Gmail receiving a new email matching a certain rule that I’ve created, and the event as finding the data in the all_attachments.  I’m trying to work with the Formatter from there, but I am not getting anywhere.   Any help is appreciated!   William 

17575
nicksimard
4 years ago
C
chftwBeginner
asked in How Do I
Discord -> Trello due cards

I’m having a similar issue using Trello Due cards, but using Discord.  It doesn’t appear that my Due Date Trello cards are ever picked up by Zapier. I’m wondering if this is because of the “free” tier of only updating every 15 minutes and somehow Zapier is repeatedly missing this window?  The set up and testing all run OK with no issues, and the sample data that is pulled is correct, but once I enable the Zap it never actually runs.  The Task History stays empty (even though it’s enabled).     I created an additional Zap to run on card creation, and that eventually worked, so it looks like the communication in all directions is working as desired.     PS. Is there a more suitable way to share the Zapier configurations than these screenshots?   Thanks  

1756
C
4 years ago
Nate
NateZapier Expert
asked in How Do I
Tool that would snail mail invoices from QBO

I’m looking for a tool that would automatically snail mail invoices from QuickBooks Online. Any suggestions?    Thanks! 

1754
nicksimard
4 years ago
I
izmad84New
asked in How Do I
YouCanBookMe to Zoho CRM error

I’ve created a Zap between YouCanBookMe and Zoho CRM. I’m trying to map a custom input to the ‘Lead Owner” field because the owner isn’t always the same. The error I get is  Unable to create entry in module: Leads. Error : Invalid data for the field Owner   The lead owner dropdown shows a Name/Owner ID number, Ex.John Smith/4212086000000237011. My custom input maps the Owner ID number, 4212086000000237011, but I get the error.

2755
nicksimard
4 years ago
C
Christophe2692New
asked in How Do I
Issue Pinterest Google drive

Hi everyone from the Zapier Community I am brand new on Zapier platform and I get some issues. First the product is great. I love it. My need is to get some pictures from google drive and to pin them in pinterest.   The integration with google drive is working. But I have the following error message:   "Sorry, this image is broken. Please pick a different image.". It looks like your connected account doesn't have permission to complete this step. You should contact the administrator for your account and make sure you have the needed permissions. We made a request to api.pinterest.com and received (403) Forbidden. I did some snapshots. I guess it’s coming from the screen where I put parameter values for Pinterest   Can you help me please? I have looked carefully on many messages on the forum and did not find something to solve this last issue. Have a good day Christophe  

2241
Liz_Roberts
4 years ago
B
B33Beginner
asked in How Do I
Facebook to Facebook

How can I auto post from another companies Facebook page to ours? (i dont have admin rights on the other page)

2261
Liz_Roberts
4 years ago
Colleen_M
Colleen_MBeginner
asked in How Do I
Google form responses to search for, then update box & contact in streak

So I have it working really well in one multi-step zap which was great.   Now I am trying to do similar but for inbounds via the fb group not just the initial source.  The problem I am seeing is that in this one person they used a different email address which means there is nobody to update or it would create a new box & contact. I could just switch to a search their phone number but I could run into the same issue.   This is the concept I am noodling, but not 100& clear on how to make this happen in zapier. When google form response trigger Search for email in streak Path A if found update bla bla bla Path B l if not found, search for phone number if found update bla bla If neither found create new box & contact?       

832
Colleen_M
4 years ago
J
jpmuofuNew
asked in How Do I
Identifying Paypal Recurring Payments

We are using Zapier to push conversions to Google Analytics, Facebook and Marketo when a successful recurring purchase occurs. However, we only want to send this conversion on the first successful payment, not everytime thereafter. I can’t seem to find a Paypal field that indicates that a successful payment was not initiated manually by the user but automatically by Paypal. Any ideas how this could be accomplished?

2991
Liz_Roberts
4 years ago
C
C of WealthNew
asked in How Do I
Integrating Clickfunnels with GetResponse

Hello, I was having trouble linking my Clickfunnels account to my GetResponse account because every time I would try to do it I would receive an error. So I was told to use Zapier to integrate them. But now I am having issues using this software to so because it keeps wanting me to have subscribers in my list, but I don’t. I’m not really sure what action steps I need to take in order to link the 2 together. Any help would be much appreciated because I can’t launch my funnel until this is figured out and I was looking to launch within the next day or two. Cheers, Cody

1011
Liz_Roberts
4 years ago
KenatPFYF
KenatPFYFBeginner
asked in How Do I
I'm trying to set up a zap that will post a Facebook live video to a YouTube channel for which I'm a manager, not an admin.

As mentioned, I'm trying to set up a zap that will post a Facebook live video to a YouTube channel for which I'm a manager, not an admin. First snag - I don’t see a trigger for that under Facebook Pages. Second snag - In trying to authenticate the account, I don’t see the YouTube channel - only my YouTube accounts (accounts for which I’m an Admin).  Must I be an admin instead of a manager on the Channel?   Thanks for your help!  -- Ken

1152
KenatPFYF
4 years ago
C
cg23New
asked in How Do I
FB Leads Conditional Emails

I want to set up Email triggers based on the option someone chooses in the Facebook Lead Form. There are 3 multiple choices. Is it possible?     

2801
AndrewJDavison_Luhhu
4 years ago
M
mrjcleaverTinkerer
posted in How Do I
Monitoring Storage by Zapier to not run out of key space (What strategies work for you?)

I have one zap that submits a request to a backend system, and another zap that takes the asynchronous reply.  And because the backend system doesn’t convey the parameters needed in the reply, I create an association in Storage by Zapier during the first call and do the lookup and during the reply. So, create-key during call #1, and get and delete key during call #2. Now, it’s possible that I don’t get a reply. In that case I need a way of finding the old keys and deleting them. Key Storage has a 500 key limit. I need to expire them, so I’m looking for strategies. For instance, delete after 3 days because if the downstream system doesn’t get back to me by then we can assume it never will. Suggestions?

4443
M
4 years ago
S
sgcanellaBeginner
asked in How Do I
Redtail

I need help with the customization of the activity.  When the meeting comes through to Redtail the meeting shows up for 40 Years.  Meeting was scheduled for 5-14-2020 from 6pm to 7pm on OnceHub, however it came into RedTail as 5-15-2020 at 7pm to 4-29-2060 at 12am.

1806
andywingrave
4 years ago
M
miika_4390
asked in How Do I
New Magento Orders to Google Sheet

Hi, I have a Zap which triggers every time there's a new order on Magento and then creates a new row on Google Sheets. While this is better than nothing, this is not the desired outcome. The desired outcome would be that a new row on Google Sheets is created only if the status of the new order is "Paid". The problem is that when a new order is created the status is initially "Processing" and that's the status which Magento sends to Zapier. And later on, as the status of the order is updated to e.g. "Paid" or "Cancelled", the updated status won't be sent from Magento to Zapier since it's not a new order anymore.Does anyone have a solution to this problem?

2276
M
4 years ago
O
onkatalanNew
posted in How Do I
Woocommerce Variation Breakdown in Orders

Hi all, I have an E-Commerce website with one product that has a size variation and sample variation.  When I try to create a zap to transfer my orders to google sheets, it gather all the variations in one column and all the quantity in another one. Example: If someone orders 3 items, one blue large and two red small, I get one column with (blue, large, red, small) and the quantity column with (1,2).  Is there a way to breakdown the variations and the quantity so it will appear like this (blue, large, 1) (red, small, 2)?  Hope I was clear.  

2072
AndrewJDavison_Luhhu
4 years ago
J
Jonathan-LienBeginner
asked in How Do I
Action Step Data Fields

How do I include a blank data field sent from my trigger app in my action? For example, I have a trigger step setup to bring in eBay orders. One of the data fields that comes in is “Address 2”, showing the buyer’s Suite, Floor, etc… It’s very rare for this line to be filled out. Therefore, in my action step, where I’d like to include all Address information, this “Address 2” is not a data field I can choose. All the fields that came over empty are not options to choose. None of the samples from eBay include an “Address 2”, however, there will be times that there will be an “Address 2” and I want to be able to send that data to my Action App (Airtable). How do I solve this issue?

1493
AndrewJDavison_Luhhu
4 years ago
D
DaizBeginner
posted in How Do I
Create a bi-weekly recurring task in Basecamp

Hi,  I have a similar issue, except with Basecamp 3. I’d like to set up a recurring to-do that recurs ever 2 weeks. After finding out the Zapier scheduler doesn’t actually have a bi-weekly setting, I read about a workaround using google calendar (and set the task to recur in google calendar). However, I’m stuck at the due date field as well. I’d like the due date to be the the date of the event on google calendar, as opposed to the day the zap was run. Is there a simple way to do that?   Thanks in advance for your help!

3253
AndrewJDavison_Luhhu
4 years ago
frank
frankZapier Staff
posted in How Do I
How do you organize your Zaps?

I was wondering what methods folks have for naming and organizing Zaps?We’re quite a big team so it’s good to keep everything as structured and clear as possible. Does anyone have any naming conventions that they use, or handy tips on ways to organize your Zaps?

4845
AndrewJDavison_Luhhu
4 years ago
C
ChrisRagerBeginner
asked in How Do I
Trigger Zap when Google Sheet is updated

Need to updated a google sheet by pasting new data. use email field as the record unique value lfind record in salesforce update specific fields

191110
Danvers
4 years ago
Z
zappyzapmanBeginner
asked in How Do I
How to Clear a Selection in a ZenDesk Custom Field

My ZenDesk zaps are working as expected, except for when I try to clear a drop-down list.  It changes values fine, but when I want to set it to ‘nothing selected’ it just leaves it as it was.     Is there a way to use the Update Organization and Update User Zap to make it set a custom drop-down to blank?

1673
Danvers
4 years ago
P
PhilippeBeginner
asked in How Do I
Issue between Zapier and Ninja

Hi, I need to create client and invoice on Ninja, I use Zapier I can create a client but when i want to create an invoice, the client is not found Any help?   Thanks Philippe

1175
Danvers
4 years ago
D
DrivingProsperity.comBeginner
posted in How Do I
Create New Registrant in Zoom issues

(Issue #1) I am trying to link woocommerce with zoom.  I want the registrant to be for a Zoom MEETING and NOT for a Zoom WEBINAR!  Please help.  I do not want to pay for the webinar plan, and that’s not what I want for my registrants either - this is for a ZOOM TEAM MEETING.    In step 2 of configuring the zap, it’s asking for “Upcoming Webinar, choose a value”  The error message says, “[{"code":"200","message":"Cannot use webinar API, You need to subscribe webinar plan and then enable webinar for this user: 10hUa760Q6qR1gSJYJZu6g","description":"Refer to URL: https://zoomappdocs.docs.stoplight.io/zapier"}]” (issue #2) I have already installed the zoom app as described in https://zoomappdocs.docs.stoplight.io/zapier but I could not figure out the step saying “4. Click “Visit site to install”. You will be redirected to Zapier.” I did not see anywhere to “Visit site...”  Please help with both issues above.   Trying to run this paid team meeting to run my business, which is otherwise crip

821
Danvers
4 years ago
P
ProfessionalPlanets
asked in How Do I
Page not showing up when trying to setup up facebook lead ads zap

Greetings I am trying to create a zap to send email notifications for Facebook Leads. I have setup up another with no issue. The problem I am running into is the page we want to connect to is not in the list. I am both an admin directly on the page as well as an admin through our business manager. I have disconnected and reconnected zapier from facebook with no success. Any help would be hugely appreciated.Cheers!,Patrick

260311
Danvers
4 years ago
J
JawNew
asked in How Do I
Pipedrive custom fields

Hi I’m using pipedrive zap to get data and send it to mailchimp or airtable,  the trigger is updated deal stage I cant get Organization custom fileds i have created in Pipedrive. I only get Deal custom fields I have created. Is there a way to get organization custom fields

8291
andywingrave
4 years ago
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