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28864 Topics
D
droskillBeginner
asked in How Do I
Salesforce - dealing with leads and contacts

So I’m trying to run a zap to update contact information from a webinar app called LiveStorm. Here’s the problem I’m running into: it is possible that the person being added is already in Salesforce. And, to make matters more complicated, they could be either a Lead or a Contact. Anybody else ever deal with this situation? I currently use email address to find the Lead in Salesforce and then create one if they don’t exist, but I don’t know what to do if the person exists in Salesforce but was converted to a Contact. Any thoughts appreciated!

6141
Danvers
4 years ago
A
Anonymous
asked in How Do I
Clicksend Response msg

Hey People! First time here, go easy on me :)    I want to send a text message to a facebook lead. Those that respond to the facebook lead with any type of message, I want to sent my team via email or slack.  Using clicksend and paths, Is the image provided the correct way I would have the zap set up for any type of response being routed via email or slack? Any other tips or advice is much appreciated  

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A
4 years ago
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Anonymous
asked in How Do I
Scrape Gmail for a specific term (i.e. Sponsorship) > Airtable

Hi, I have recently used Gmail to do a custom (term) search and “scrape” the Name: & To: email to be populated on Airtable, the to be repurposed in Mail Chimp.  This Zap only activates upon NEW emails, is there anyway you can apply to PAST emails to re-engage those with the respected term?  Thanks in advance and be well:) E

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Liz_Roberts
4 years ago
C
callumpbirchNew
asked in How Do I
Infusionsoft campaign with expiring discount

Hi folks. I’m trying to implement a marketing automation campaign in Infusionsoft and somebody suggested I might be able to make it work in Zapier. Here’s the background... My front-end marketing funnel is: Opt-in page --> emails --> sales page (on website) --> questionnaire (on website) --> Calendly (for appointment scheduling) --> order form. I’m trying to figure out a way for all new subscribers (contacts) to access a discount offer which expires 7 days after opt-in. The challenge, it seems, is that you can’t make an Infusionsoft discount expire on a delay timer. I could send them down a different path so they only reach an order form with a discount in the emails sent in the first 7 days. The problem with this approach is they could still click a link in one of the emails from the first 7 days and redeem the discount. Is there a way to make this work? I understand there’s an Infusionsoft addon called PlusThis which has a ‘magic links’ option that directs someone to a

741
Liz_Roberts
4 years ago
S
Sean RodsNew
asked in How Do I
Need details about which app to use

HI, I plan to setup a zap to pull data from somewhere(Already setup) and then send it to an app which can create login/pwd for the data. That login has to be for a live streaming service. I am unable to find if there is any live steaming service on zapier which does this other than zoom. Any suggestions would help Thanks

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Liz_Roberts
4 years ago
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wow_thonieNew
asked in How Do I
Please help. Fetch data from Google Forms not working fine ?

pls check this one. i choose google forms but in next step it only show  google sheet ?  https://prnt.sc/ri4yav

891
Liz_Roberts
4 years ago
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wcuangel4New
asked in How Do I
Custom Value on Zap from LeadPages to Google Sheet Cell

I am gathering leads from various opt-ins on Leadpages. However, I don’t know if it’s possible to add a hidden field during this so that on my Google Sheet I can see where the lead comes from specifically. The same challenge in Typeform to Google Sheets.   Any way to this?

671
Danvers
4 years ago
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Paulharr1983Beginner
asked in How Do I
Zaps keep breaking for no reason??

All my zaps keep breaking, like every ten to twenty minutes for no reason. They work a couple of times then a few minutes later they are broke?? No idea what's happening. It looks like zapier keeps reverting the test information your older types which I've already deleted. I just don't get it. Any help would be great

1703
Danvers
4 years ago
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dthompsonBeginner
posted in How Do I
Updating Password - Trying to often error

Hi, @steph.n, I’m having the same issue. Trying to change the password on the account I haven’t accessed in months. Getting the “Trying too often” error.

11801
Danvers
4 years ago
T
TeladorNew
asked in How Do I
Integration Zendesk Sell to Zendesk Support

Hello People,   Is is possible to sent a document in Zendesk Sell to Zendesk Support in a ticket? We’ve now made with Zapier, when a Deal in Zendesk Sell goes to the next step, there will be make automatically a new ticket in Zendes Support. But we would like to send in this ticket also the uploaded document in Zendesk Sell, so our support can see this document in the ticket.   I hope you understand my question. Any help is welcome!   Kind Regards, Indy Veldt 

582
Danvers
4 years ago
H
HealthaideNew
asked in How Do I
move all files from one google drive folder to another when they are downloaded there

I need move all files from one google drive folder to another when they are downloaded there by other people in a shared folder.  What do I need to indicate in the file column, that would not produce an error?  

3172
Danvers
4 years ago
R
RCaroeBeginner
asked in How Do I
My YouTube channel has a custom id

Setting up Zap to do social sharing from YouTube triggered by new video upload.  I cannot get Zapier to identify the channel…. help suggests finding the character string between channel/dhjsa;hfdkjajk/videos But I don’t get that as my channel has a custom id https://www.youtube.com/user/UKRowperfect/videos I get error Unable to find the playlistId for the specified channel  Suggestions? 

5053
Danvers
4 years ago
E
elladNew
asked in How Do I
Chargekeep - Stripe - ActiveCampaign - Zapier

Hi there, I am currently setting up my website. I have Chargekeep to integrate with Stripe for payment collection. I thought then any sign ups could easily go on my ActiveCampaign list however they have informed me I need to integrate Stripe with Zapier! So I am now here at Zapier trying to figure it all out. All I want is for the details of anyone that makes a Stripe payment to go on my ActiveCampaign list.    Looking at the pricing though, say I have 2,000 people that sign up so I am already getting charged the Stripe fees of 2.9% +.30cents per transaction and then do I also have to pay for Zapier fees of $107NZD/$61USD per month!?? for it to also go through Zapier?   Is this correct or have I totally misread the pricing structure for Zapier? It is only one function I need it for and that is to connect Stripe and ActiveCampaign.   Thanks for your help.

721
AndrewJDavison_Luhhu
4 years ago
S
SSJBeginner
asked in How Do I
Naming SkedPal task with Trello Card title

Hi I am a fascinated newbie to Zapier and inter app integrations. I am trying to integrate trello with skedpal so that whenever I make a new card in trello, a corresponding task is created in SkedPal. However, I’m having difficulty in getting the SkedPal task named with the trello card title. Instead, I am having to name the SkedPal task with something very generic which is not so helpful when trying to prioritize in SkedPal. Any help will be sincerely appreciated. Thanks

644
I
4 years ago
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JamFeedChristianBeginner
asked in How Do I
Using formatter to convert Stripe amount field to currency with dollars and cents.

A line item amount comes out of Stripe in cents like below for a $22 sale:   2200   How does one use the Formatter currency function to convert 2200 to $22.00.   Zapier documentation directs me to this page but I can’t wrap my head around the unicode stuff.   http://www.unicode.org/reports/tr35/tr35-numbers.html#Number_Format_Patterns   Any help would be appreciated.   Thanks!

24343
steph.n
4 years ago
M
MacBeginner
asked in How Do I
Zendesk -> Zendesk update

Hey everyone,  I’m new to zapier, so anything helps Im essentially looking to update a user field in zendesk when they submit a ticket in Zendesk.   Right now when a ticket is submitted i do this.. Customize User: I want to insert USER ID of the person who submitted the ticket (not just a static ID) Is it possible to get the ID of the submitter of the ticket?   

1011
M
4 years ago
M
mollyphairNew
asked in How Do I
Error when submitting subscriber email

I am trying to connect a wufoo form to an active campaign automation. I keep getting stuck when I am supposed to enter the subscriber email. I says the field is empty so I don’t know what to put in that box. When I put my own email in there and started the zap everyones confirmation emails with the content were sent to me!  Please help. THanks! 

1311
Liz_Roberts
4 years ago
B
beelian_abaNew
asked in How Do I
Receive data from webhook call, creating a worksheet at google sheet and lastly adding webhook data to the new worksheet

Hi all, so i have been having trouble with creating the worksheet with the title being one of the webhook data, the custom header would disappear once i try to send the data for testing. It would create the worksheet with the right name but without any header.Secondly once i create the worksheet i want to take the data that i get from the webhook and insert it to the newly made worksheet. What is the id of the new worksheet as it dynamically changes?  

1311
Danvers
4 years ago
J
JeissonNew
asked in How Do I
Trouble triggering firebase data to google sheets

Hello, My zap isn´t triggering the data from firebase using the query { "orderBy": [{ "field": {"fieldPath": "email"}, "direction": "DIRECTION_UNSPECIFIED" }] } if I use ASCENDING or DESCENDING it only triggers the new records filtered alphabetically, it doesn't triigger all new records, I understand the orderBy is required but it filters on the new records, how can I get all the new data? Doesn't matter the order, I just need all the data.

941
Danvers
4 years ago
A
addisonschultzBeginner
asked in How Do I
Want to add a tag for users in intercom, but get an error if there are multiple users with the same email

In create/update a user, I can search for users by user_id. Why can I not use this for adding tags to users as well? I get an error because I have multiple users with the same email address, and it doesn't let me search by user_id in the add tag zap

2696
A
4 years ago
A
aparnaBeginner
asked in How Do I
Google Calendar - only want it to run when an exising event is UPDATED

Google Calendar - only want it to run when an existing event is UPDATED. The only trigger available is “new or updated event” but it runs on every NEW event too. I’d love if there was a trigger that was “Updated Event Matching Search”

441
steph.n
4 years ago
donovanwatts
donovanwattsTinkerer
asked in How Do I
Wish I could select a custom value in a filter

Would be great to select a value vs entering manuallyI am attempting to send a Slack DM at the end of a process. I’m using two counters in Storage to keep track. One is called counter_pending, the other counter_generated. I was hoping to compare the two at this step of my Zap and if they are equal, then let someone know the process is finished. However I can’t configure the filter to only continue if two Storage keys match. I’m sure I’ll figure out another way to approach this but it made me realize for the first time that this is not possible with a filter and I wish it was.

501
steph.n
4 years ago
J
JaimeNew
asked in How Do I
Duplicates

Hello,   i have zapier setup to capture data from an Iauditor report and for that data to be added to a google sheet. My issue ism some of the data i eed, i just need it if theres a change. For example, i need to know if a store has cooler in it, if it does, we mark Yes, it captures that data and logs it. On the next visit, if the store still has the cooler, we answer yes, i dont need that to be duplicated in the sheet. Is there a way to make this happen?

1021
steph.n
4 years ago
A
aliviaNew
asked in How Do I
Using the Custom value for Worsheet ID in a Google Sheet zap

My use case: I have a google sheet with logs for lots of different campaigns, and I need to copy the logs for each value in a different sheet. I don’t want to use branches because there are a lot of values, so I’d like to use the custom value for the worksheet ID. I used the gid for the worksheet here (i tested and the id works), but 1/ no values show up, so I don’t have any way of mapping what data goes in the sheet and where 2/ when I ran the zap I got an id and a row, and no data actually pushed in the sheet... Please help! alivia

7521
steph.n
4 years ago
M
MathildaBonnevierBeginner
asked in How Do I
Stripe - > Mailchimp

Hello! Hope that someone can help me with this!This is what I want to do:When New customer subscription is created in Stripe (customer.subscription.created) , add subscriber to a tag in Mailchimp (Mailchimp then sends an email to the subscriber)Purpose of this connection is to send a Welcome email to all new customers with a subscription. However, I noticed that Mailchimp only sends to customers already subscribed to the audience. The thing is that the customer comes from Stripe, and not from Mailchimp to Stripe, so they doesn't exist.../Mathilda

975
Z
4 years ago
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