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JackKehoe

asked in How Do I

Does anyone know why the zap isn't triggering?

This is the second client this is happening for. I onboarded them as a partner. I have admin access to ad account and page. For the first one I also made sure to have lead access. The leads are still not triggering from FB

I am not using Zapier for a long time and I am wondering, is it normal that I have to reconnect Manychat app to Zapier? This is already my fourth time I have to reconnect and that would say that If I am not aware of that, my zaps are not running.If I am wrong, please let me know.I appreciate any help from anybody.

Can I set up a ZAP to upload particular Gmail Emails Attachments to a Google Drive

The issue I have is the attachment name changes slightly - e.g. "Signed Agreement for <firstname> <lastname>.pdf". On using the sample - my ZAP only ever finds the selected sample - I need the zap to find/upload emails that have an attachment "Signed Agreement for"*.pdf - where "*" is a wildcard...

Integrating Keap to Hubspot

Looking for insights on integrating Keap Pro to HubSpot for a client, who is asking for validation that it will work before they buy Zapier.The client represents a manufacturer that uses HubSpot to capture leads for the dealers. The dealers have to manually log in to the manufacturers HubSpot app to get their leads.Our client want to automate the process so they can automatically add the leads into their Keap Pro app.Any insights would be greatly appreciated.

Webflow Substack integration??

Hi guys! I need to create a Zap that takes an email address (submitted via a Webflow signup form) and adds that to a Substack newsletter. Here's an example of the Webflow signup form:https://offpiste-c640b3.webflow.ioWhen the user fills out their email address on that Webflow form, I need it to go to my Substack newsletter - just like if the user would have typed it onto the this page:https://offpiste.substack.comSubstack has an embed HTML for websites, but it's really ugly so i'd like to use the Webflow signup form because I can brand it (and I don't want people going off my site to to Substack to signup for a newsletter). Here's the code:<iframe src="https://offpiste.substack.com/embed"; width="480" height="320" style="border:1px solid #EEE; background:white;" frameborder="0" scrolling="no"></iframe>Hope you can help me here! 🙏

Getting data BACK from Zapier to WordPress

I love Zapier and Gravity Forms and WordPress.I love triggering things through Gravity Forms, but I'm in a situation where I need the result of a zap to go back to WordPress and tell the user what the result was. Do I need to call the wordpress api for this?More detail: I let a user submit a form to create a new Salesforce Object - an account. I want to make sure a user doesn't create an account in Salesforce if it already exists.So the form takes a name. A zap grabs the name and searches Salesforce to see if that account exists. I can get this far, but not further:If the account already exists I want to send that response back to WordPress/Gravity Forms and tell the user that a duplicate exists. How do I get this info from Zapier back to WordPress/Gravity Forms??Thanks, I'm really sweating over how to do this.

Updating a Hubspot Ticket

Is it possible to use Zapier to update an existing Hubspot ticket, specifically the stage/status?

2771

4 years ago

droskillBeginner

asked in How Do I

Super basic question on adding a contact to Salesforce and a SF campaign

This seems so basic - but I can't seem to figure it out. I have a Zap that takes registration information from a webinar tool called Livestorm and pushes it to Salesforce.com. It does this in two steps. First, it adds the registrant as a Lead - this seems very straightforward.The second step I have is adding that same person to a Salesforce Campaign I've setup to track the webinar registrants. I have no trouble selecting the SF campaign, but then the Zap asks for a Contact. What I want it to do is use the information from the prior step (added as a Lead) mentioned above. But I'm only given the option to select a specific lead from Salesforce or initiate a Search step. This seems so basic - I just want to pipe the information from the prior to the next step - but maybe I'm just not understanding it correctly.The last step I want to do - and I'm assuming this should be a separate Zap, is update the SF Campaign status based on whether they attended the webinar. Bu

Google Docs Responses to Sales Force- Employee Count Drop Down Menu Issue

Hey Guys, I'm trying to connect a Google Doc response form to create a lead in Sales Force. When I run a test, I get this error: Could not create record of the "Lead" object: Incorrect Employee Count Picklist ValueThe employee count on sales force is a drop-down menu, but I've also created a drop down menu in Google sheet with same drop-down menu in same order. Any help or suggestions appreciated.

How to use Zapier to report totals for "rolling dates" like "last 7 days"

Use Case: I want to use Zapier to read a query output, but only print the values that occurred in TODAY, LAST 7 DAYS, and LAST 30 Days. Specific context: Imagine my query output has 2 columns, A: Date of Purchase and B: Total Purchase Amount. I want Zapier to print to slack and a few other things, "$XXX total was purchased today across Y orders, and $ZZZ total was purchased in the last 7 Days" or similar. I am using a Zapier filter, but it seems to allow me to provide only a specific date (and time?) value, and not a generalized date like LAST30 (or today()-30 like I would in excel). See photo, where 'created date pacific' is the value i want to decision off-of (include those where created date is within last 7 or 30 days).I am happy to go another way if there's a better way to do this.

Trello URL Attachment Name

Hello, I have a obscure problem that is more of an announce on Trello. Whenever I zap a url attachment to a Trello card, it names it edit. It is because the edit is the last part of the end of the url. Here is the zap. I would just like to name the url attachment whatever the title of the document is! Trello → Google Docs, Trello & more! I want to know how to name it to prevent every doc being named edit.

Noob question: google calendar event to twitter message

I'm new to Zapier. This feels pretty basic but I have a zap that triggers based on a Google Calendar event start time. I want to take the event description and send it as a tweet. Only if the search term Tweet is found. That all seems to work fine.My problem is the @ symbols seemed to be stripped from the tweet. Is there a way to escape these in the event description so they are included in the tweet?

How do I get the TASK ID of the currently running Zap?

I want to create a record in Salesforce, but I want to write into a custom field the TASK ID of the Zap that created the record. Is this possible?On a related note - is there a full list of all the {{zap_meta_*}} options somewhere?Thanks all!

Getting Multiple Zaps to Interact

Hi there,I've been trying get multiple zaps to interact but a solution eludes me despite trying different apps and possible workarounds (e.g., using Digests).I'm able to get two different zaps to extract the "email" and "amount" individually, but I get stuck at trying to create a converging scenario where the aforementioned are matched from App X and Shopify, in order to spark the production of action Y.Any ideas? 🤔

1161

4 years ago

SmekisBeginner

asked in How Do I

Separate Instagram videos and images!

Hello!I have a zap that uploads a file to a google drive folder when I post something on Instagram. Then I have a second zap that creates a WordPress post when there is a new file in that folder. And then I have created a latest post feed on my WordPress website that shows my Instagram feed.This works fine when I post a image. But if I post a video the zap only posts a static image of the video. And I understand why. I have tried to create two zaps. One for videos where It grabs another code which works fine and one for images that also works fine. But the problem is that when I post a video it always want to post an image as well. So it creates two posts. One with the actually video and one with the static image.I don’t need an explanation because I understand the issue. Just wonder if someone have a way around it.cheers

3066

4 years ago

Shawn_LBeginner

asked in How Do I

Is there a way to make a Zap from Shopify Draft orders?

I would like to create a zap when a Shopify Draft order (not a paid order) is created. Any idea if this is possible?

11814

4 years ago

khakmanBeginner

posted in How Do I

Looking for feedback on this "Create your first Zap" tutorial from TeamworkIQ

We are looking for feedback on this "Create your first Zap" tutorial for TeamworkIQ (a simple platform for process management and checklist-driven workflow automation) as well as the Zapier App for TeamworkIQ. It's our first Zapier integration and we'd greatly Zapier community guidance and suggestions on the user experience for both of these.Zap Tutorial: http://help.teamworkiq.com/en/articles/3664985Invite to the App: https://zapier.com/developer/public-invite/82232/0dedb8e71f9f23c7677314565cd1a2fc/Thank you. :)- The whole team here at TeamworkIQ

961

4 years ago

kieran_nocodelifeBeginner

asked in How Do I

Scheduling the sending of tweets from a Google sheet

Hi,I'm new to Zapier so please forgive me if this is obvious.I want to make a simple setup that pulls in tweets that mention my Twitter handle to a Google sheet, then retweets the tweet after a number of days (which varies depending on the tweet).I've done the first part using Search Mention in Twitter... Create Spreadsheet Row in Google Sheets. It seems to work fine.My Google Sheet then calculates the date/time for the retweet and puts this in a column.However I cannot work out if there's a way to get Zapier to do this retweet according to the schedule. So far I've tried:When a new spreadsheet row is added, send tweet. I've set it to watch a tab which is supposed to populate a new row in the "send" sheet according to the schedule, however this doesn't really work as I think the sheet needs to be open all the time to do this.Once a day (Scheduler) check a sheet tab for content and send tweets. However I'm not sure this would work for multipl

3403

4 years ago

MinoanBeginner

asked in How Do I

How to discard first line item?

Hey!I'm connecting Slack to ClickSend (sms) and want to send and sms from a Slack message.So the Slack message has the following structure:"+46735112233This is the message.It can be on one line or multiple lines, it's all up to the person writing the message" Now I want to split the phone number from the actual message and use them in separate parts of my zap.The Zap1) The zap uses string.number_extract to get the phone number. This is then used to populate the receiver field in the ClickSend action step. This step is working as intended, yihaa!2) I then want to use the rest of the message as the body of the sms. This is where the problems begin :) I have tried the following approaches:Split into line items using [:newline:] and then add a filter on line items NOT starting with < (since Slack formats the number as "<tel:+46735112233>"). This fails because then the whole flow stops since there is no looping through all line items in the filter ste

Maybe a beginner question - how to merge files to a PDF in Drive

Hi there, I'm new to Zapier so please be kind ;) Is this possible: our team uploads to a Google Drive folder per customer some Fotos (jpg), a PDF (like a report) and a elevation plan as PDF. Now I would like to create a zap which merges the photos with the two others Pdf to one single PDF. Even better would be if then the merged pdf plus a other file from the same folder could be send to the customer automatically. Sorry for my bad English I'm from Germany and a little bit rusty writing in English. Cheers, Sven

2891

4 years ago

jay9044Beginner

asked in How Do I

Dates to trigger slack message

Hey,I have a current setup of the following;new typeform entry -> creates a trello card with the details entered on typeform.This all works perfectly fine, one of the question on the typeform is 'select a date' question.I was wondering if there was a way I could now use that date to trigger a slack message.E.g I want a slack message when the date is approaching, maybe one or two days prior.Thanks in advance.

3574

4 years ago

JeffBBeginner

asked in How Do I

Helpdesk recommendation

Hello!I'm currently using Freshdesk as my Help Desk software and I'm able to create a user inside of Freshdesk via a Zap.Once a user is added to Freshdesk, the normal flow would be to send them an email with an activation link. Sending this email happens from inside of Freshdesk and it automatically generates the activation link that it puts into the body of the email. When the user clicks the link, they are brought to the customer portal and have to create a password that they log into the portal with. Here's the problem -- I don't want to have to log into Freshdesk to send the activation email to the user. My hope was that I'd be able to generate an activation link inside a Zap and include it in the 'Welcome' email that I send every new customer. At worst, I was hoping to at least trigger the activation email from within a Zap so that I wasn't forced to log into Freshdesk to activate every new customer. Obviously, I don't expect the Zapier

992

4 years ago

JeffBBeginner

asked in How Do I

Getting a link out of an email

Hello! Is it possible to pull a link out of an incoming Gmail and use it as a variable in a new outgoing Gmail?Thanks!Jeff

It is buggy to record Toggl work time in GoogleSheets.

Tell me big brother."Date" and "work time" recorded by Toggl are sent to GoogleSheets.However, if you make a second record on the same day, the numbers will be buggy.Is there a solution for this?Or are there any people with the same symptoms?* There is no problem when the same content is sent to SLACK. No bugs.

2392

4 years ago

adbaumZapier Staff

asked in How Do I

Sending an email when files or folders are added to OneDrive

Hey there, I was talking to a friend about using Zapier to send someone an email when a file or folder is added to OneDrive.There are 20+ accounts to watch, though. That is to say, whenever any one of these 20 people adds a file or folder to OneDrive, an office admin should receive an email. And the OneDrive trigger separates adding files and adding folders into two different actions.To avoid making 40 Zaps (two for each account), I'm curious if anyone has ideas for doing this more efficiently. Maybe checking one drive periodically for whatever's new, and sending a digest at the end of the day, or something.Grateful for any ideas!

1512

4 years ago

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