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29597 Topics
J
Jbrace02
asked in How Do I
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.

785
jesse
4 years ago
D
Dylon
asked in How Do I
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.

10039
D
4 years ago
L
leonhitchens
asked in How Do I
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.

5024
steph.n
4 years ago
B
BrettJephson
asked in How Do I
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?

1532
B
4 years ago
H
HealthEngine
asked in How Do I
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!

5461
AndrewJDavison_Luhhu
4 years ago
Cartman
Cartman
asked in How Do I
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? 🤔

1181
AndrewJDavison_Luhhu
4 years ago
S
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

3156
PaulKortman
4 years ago
S
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?

11854
PaulKortman
4 years ago
khakman
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
PaulKortman
4 years ago
K
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

3453
AndrewJDavison_Luhhu
4 years ago
M
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

9604
M
4 years ago
S
Sven
asked in How Do I
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

3021
AndrewJDavison_Luhhu
4 years ago
J
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.

3584
J
4 years ago
J
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
AndrewJDavison_Luhhu
4 years ago
J
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

941
AndrewJDavison_Luhhu
4 years ago
R
raywell
asked in How Do I
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
R
4 years ago
adbaum
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!

1522
adbaum
4 years ago
J
johnnyacroseedBeginner
asked in How Do I
Dynamic account lookup with Zapier

Hello!I'm new to using Zapier, and I'm attempting to automate the following process:User orders a meal plan in ShopifyShopify sends data to Zapier, then to Monday.com (a task/project management tool, glorified Excel)Zapier should then look for a corresponding Pulse (Row) that matches the name of the person placing the order.I have 2 steps that filter for either: New Customers or Returning Customers based on their order history, so it will either tell Zapier to create a new Pulse (this is done and tested, super easy) or find the already-existing record in Monday and update appropriate amounts/plan type/order date/etc...I'm unable to figure out the "Search for user by Pulse ID" step, and would appreciate any insight in how I might go about finishing that part. Thanks!

6804
PaulKortman
4 years ago
A
Arkadiy
published in Code & Webhooks
Need help with Google Docs/Sheets generation from JSON

Hello Zapiers!In our system we generate orders and we want to let to our customers to automatically generate few docs related to such orders. All docs has templates (customisable) and we need to fill different templates with dynamic data.For example, we need to put {ORDER_NUMDER} {ORDER_DATE} {CLIENT_NAME} {ORDER_SUM} to different docs, like: contract, invoice and report. Contract is Google Doc, Invoice – Google sheet, and report is Google Doc too. Then we need to generate PDFs from this docs and email it all to few emails.1. Is it possible to solve this complicated logic with Zapier?2. How would you do that? (any advice or examples, if possible)Thank you so much!

26306
jesse
4 years ago
Seamus
SeamusBeginner
asked in Code & Webhooks
Data In - Line Items to Data Out - Columns

Hi - I've got 3 line items (Item, Qty, Price) from WooCommerce via the WooCommerce-Zapier extension.I'm trying to output these in columns with a header (Item, Qty, Price), but I can't see how to do it.The line items come in as 3 separate comma delimited listsAny clues or pointers anyone?Many thanksSeamus

10114
jesse
4 years ago
constantconcepts
constantconcepts
asked in How Do I
Shopify Orders from Woocommerce

Does anyone know how to ensure products match when trying to sync orders from Woocommerce to Shopify? Does anyone know the best way to do this overall?We tried to do it with line item support directly to Shopify, and doesn't seem to work because we can't get product IDs to match. We are now attempting to do it using Google Sheets as an intermediary, which is capturing all necessary information, but we can't seem to condense the line items correctly back into a Shopify order and match products.This is an urgent need. Any help would be very much appreciated.

1367
Danvers
4 years ago
constantconcepts
constantconcepts
asked in How Do I
Zapier Changing Product IDs???

Does anyone know why Zapier would change a product ID field? I am importing Shopify IDs from a custom Woocommerce field. Everything works until the end of the Zap when it sends the line items to create a Shopify order. Zapier is changing the values, thus rendering the entire Zap useless, because the IDs dont match. Can someone please tell if the screenshot is correct, and what is happening?? ThanksP.S. I am not inputting a variant ID as we are not using variants (though we will in the future), but would that have any effect?

64310
Danvers
4 years ago
N
NewbieDeveloper
asked in How Do I
Searching an Existing Database for Duplicates

Hello,I am using Google Sheets to trigger a Zap to import my leads into my CRM (Apto - which is a part of SalesForce).I want to search my Database by E-mail and Phone # before adding my "new" contact into my CRM. How can I check my existing database to make sure it doesn't include any of the new leads from my Google Sheet, so that I won't create Duplicate Records in my CRM?Please help! Thank you.

9103
Danvers
4 years ago
P
pjs1
asked in How Do I
quickbooks payroll items

how do i create a zap to take updated payroll items within an excel spreadsheet to modify quickbooks online records?

1294
Danvers
4 years ago
BowTieBots
BowTieBotsZapier Expert
published in Code & Webhooks
Paginated requests in Code by Zapier / Hubspot Lookup by Phone Number

Hey everyone, I recently created a reverse lookup step for HubSpot when you have a contact's phone number and want to get their name and email and thought I would share with the community. The request is limited to 1700 contacts due to Code by Zapier's 10 second time limit.The main guts of the code is a recursive fetch sequence for paginated responses (A common occurrence if you are using Webhooks to get data from APIs). You could take this sequence and augment it to handle what ever paginated response you want from an API. Have fun!!const obj = {    users: 'no user found'}let newUsers = await go();for(var x in newUsers){    for(var y in newUsers[x]){        if(newUsers[x][y].properties.phone && (newUsers[x][y].properties.phone.value.indexOf(inputData.phone) >  -1)){            let firstName = newUsers[x][y].properties.firstname ? newUsers[x][y].properties.firstname.value : 'No first Name',                lastName = newUsers[x][y].properti

47572
BowTieBots
4 years ago
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