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30264 Topics
E
EthanvNew
asked in How Do I
How do I help my customers out by creating Zaps on their behalf (ideally without creating an account on their behalf)?

I am looking to make a public Zapier app for some of our clients. We would need to create zaps for multiple customers while keeping them distinct, where one customer may have more than one zap. The purpose of the zap is to pull specific customer and appointment status information and send it to our application. Ideally, during our onboarding, we would create the Zap for our clients so we could maintain it going forward, rather than having it located on their Zapier account/having them create a Zapier account. The clients we would create this for already have a point-of-sale integration with Zapier.  Would that mean that we would just require the point of sale credentials and could handle everything on our end? Is there any issue with customer information being exposed to another customer if all the Zaps are under the same main account?

411
Troy Tessalone
4 months ago
Z
zshelleyBeginner
asked in How Do I
How do I populate the 'Parent Record' in Salesforce using Zapier?

I am creating a task that ties a contact us form to our contact tasks in salesforce. The intent is to create a task in salesforce for our staff to follow up. Everything seems to be working but I am having an issue getting the “Parent Record” to populate any result in Zapier. When I got to the custom drop down nothing populates under the salesforce section like it has in my other zaps.   

151
Troy Tessalone
4 months ago
S
ShannonDBeginner
asked in Code & Webhooks
Webhook / Catch for Form Submission

I have a zap that takes hubspot form submissions through a zap and into salesforce. However Zapier only works with one form per zap.I’m trying to setup a WebHook in Hubspot and catch hook in zapier to take any form submission info from Hubspot through the zap. Not even sure if this will work, but it doesn't look obvious to me as I’m trying to set it up.Any thoughts? How would I go about this? I can’t seem to delete the Form Submission(step 1) in my zap. Thanks,Shannon  

141
Troy Tessalone
4 months ago
F
FDLFNew
asked in How Do I
How do I tell Zapier to include any and all attachments in a forwarded email?

I created a zap to forward an email with a specific subject to a specific person each time it comes in (daily). But the email has attachments I also need to be forwarded and I cannot figure out how to tell Zapier how to include the attachment on the forward. The Zap functions correctly on the search for a specific subject and the forward, but no attachments are included.I am using Outlook.

313
Troy Tessalone
4 months ago
S
slinerNew
asked in Troubleshooting
Google Drive to Lexoffcie | Problem with Filename/file

Hello I have a problem with the transfer of files and file names. I would like the file name to be kept as the PDF file is titled in Drive. Unfortunately, this is not transferred. What exactly do I have to set there? Anyone a idea how to match?   

61
Troy Tessalone
4 months ago
I
II_AdminNew
asked in Troubleshooting
Duplicate Slack messages from Google Form trigger after adding more elements to the form

I have a google form any-column trigger set up to alert a dedicated slack channel that a new submission has taken place. Recently I added a few more elements to the form and since then slack has been sending the correct message first, then a duplicate of the message but with blank ID fields 2/3 times each (which we definitely don’t want).Anyone have any ideas how I’d fix this? I’ve tried to refresh the form in settings but I’m a novice so not sure what I’m doing wrong!  Please help if you can! 

253
Troy Tessalone
4 months ago
R
Rico C.A.New
asked in Troubleshooting
Zapier overcharged me $750 (I'm on a free plan)- no support service -- no human help

Does anyone know how to get Zapier to actually respond? Is there anything that can be done except report a faulty charge to AmEx?

5211
B
4 months ago
C
cristina.galeraNew
asked in How Do I
How do I send real-time notifications to Microsoft Teams when an agent answers a call on CloudTalk?

Hi!I am trying to set a trigger so that each time an agent answers a call on CloudTalk, a message is automatically sent to our Teams chat, so that everyone else knows that this person is busy in a call. I am using the “New call” trigger + Send a chat message on Teams, and it looks like it is working, except for this: the message is published on the chat after the call is finished. And not when the call is answered.The main goal about this is that we know each availability of a colleague in Teams, so that we do not disturb them while they are on a CloudTalk call. This is why we need the message to appear on Teams right away when the call is answered. It wouldn’t make any sense to receive the message when the call is ended. Does anyone know about any solution for this? Thanks! 

121
Troy Tessalone
4 months ago
S
StephZANew
asked in Troubleshooting
Zap between Google Sheets & Trello not creating new cards from new rows

Hi have created a Zap between Google Sheets and Trello and all tested ok, and is set up ok. WHen I bulk import it all pulled through no problem. My issue is that it does not create a new card from a new spreadsheet row if I add another row?Again, all test have passed.What am I missing?

231
Troy Tessalone
4 months ago
I
InsiderNew
asked in Troubleshooting
Postgre / Halted Exception: Nothing could be found for the search.

Hi,I'm using PostgreSQL for an automation process and encountered an issue.When I first attempted a search using the PostgreSQL app, I received two errors stating, "Nothing could be found for the search." However, when I ran the exact same query 30 minutes later, I successfully retrieved the expected results.I'm curious to understand why I encountered these errors during the initial run. Could this issue be related to Zapier? Has anyone experienced a similar situation in the past?For context, I've already verified that there were no changes to my database—no table refreshes, locks, or any other modifications.Thank you for your assistance!

41
Troy Tessalone
4 months ago
A
aghhhNew
asked in How Do I
Are there any updates on the integration for Bill.com?

Are there any updates on the integration for Bill.com? Need it desperatly!

781
Troy Tessalone
4 months ago
C
crossfitwareBeginner
asked in Troubleshooting
The Zap is not matching HubSpot data, only collects old entries

Why is my Zapier test not matching my hubspot and only collecting data i had from a long time ago? 

121
Troy Tessalone
4 months ago
H
HardeviNew
asked in Code & Webhooks
Facebook Marketplace Integration

How to integrate facebook marketplace using Zapier and laravel (php framework)  like Zap to automate the listing process. 

1421
Troy Tessalone
4 months ago
A
Agence RicardNew
asked in Troubleshooting
MileIQ coming up as CustomerIQ

The Zap “Track Hubspot contact changes with MileIQ trips” is coming up as CustomerIQ not MileIQ. 

91
Troy Tessalone
4 months ago
N
Niki C.New
asked in Troubleshooting
Unable to Sync Custome Field Name between 2 Bigcommerce Connection

I have been trying many times to map the custom fields name from Bigcommerce store A connection to Bigcommerce store B connection, but it keeps returning the same error message saying “Required field "Custom Fields Name" (custom_fields_name) is missing. Required field "Custom Fields Value" (custom_fields_value) is missing.” 1.)It has the custom field name choice pops up in the action field.2.) i tried to match the custom field ID to the custom field name, but still has the error.   

21
ken.a
4 months ago
A
AkafkaNew
asked in Troubleshooting
Microsoft Excel error: The app returned "Could not obtain a WAC access token."

I have a Microsoft excel zap action that adds a new row in my excel file. the connection is active and permissions are there, but anytime I test the zap it returns "Could not obtain a WAC access token."

173
ken.a
4 months ago
C
Carly IBeginner
asked in How Do I
Tracking facebook ad conversions after zoom meeting registration

I’m running some Facebook ads to register for 2 zoom meetings I’m holding in September. I’ve not a paid webinar account in zoom to facilitate the redirect URL to track conversions.I was wondering if I could track conversions using a zap from a trigger in Zoom meeting (new registration >meeting date/time) to then a facebook pixel ORSame trigger would then add them to a new subscriber group in Mailerlite, which would then list this as  the facebook pixel conversion? the conversion to registering for the meeting is all I need to capture somehow as a facebook ad convrsion - they do not need to be added to a funnel or anything. Anway suggestions on best approach/.

131
ken.a
4 months ago
K
karenachiNew
asked in Troubleshooting
Automating Worksheet ID Retrieval in Excel Files

Hello,I'm setting up a workflow in Zapier where it triggers upon the addition of a new file to a OneDrive folder, allowing me to retrieve the file ID. My challenge is with Excel files: I need to automatically obtain the worksheet ID from these files to extract data, but currently, Zapier requires manual selection of the worksheet.I want the flexibility to add various Excel files with different data to the folder without having to manually select a worksheet ID each time. Is there a way to automate the retrieval of worksheet IDs so that the process can continue seamlessly with different files?Any suggestions or workarounds would be greatly appreciated!

201
ken.a
4 months ago
S
Sebastian SNew
asked in Troubleshooting
Bug with "item_id"! How to create and update Webflow items from a Google Sheet?

Hi!I try to use this ZAP: I get an error any time I insert a new row in my Google sheet:Because the required item_id is a Webflow variable and I can’t create the variable in a Google sheet. I can’t be so difficult to update a Webflow collection everytime the Google sheet is updated or a new row is created. It’s driving me crazy.Please, can anybody help?

8615
ken.a
4 months ago
H
hetmakadiaBeginner
asked in Troubleshooting
How do I automate data integration between Botpress and Zapier without manual checks?

I’e been trying to integrate Zapier with Botpress by first sending data from Botpress to Zapier and then from Zapier to Botpress.  The issue I have been facing is that when the zapier data is sent to botpress I have to manually test the botpress trigger and see if the Zapier data has been sent. Instead, I would like it to automatically use the Zapier data without me having to manually check it.I would be grateful if someone could point me in the right direction!

893
JammerS
4 months ago
A
Alberto RodriguesNew
asked in How Do I
How do I use Zapier to trigger actions when a Slack List item is added or updated?

Anyway to use Zapier to integrate with Slack Lists?I want to be able to trigger actions via Zapier once a slack list item is added, updated, etc.

1376
JammerS
4 months ago
E
embeeNew
asked in How Do I
How do I send different emails based on tags in ConvertKit when a product is purchased in MemberVault?

Hi all!When someone purchases a product in MemberVault, I would like to send one email to the purchaser if they have not yet been tagged, and another email if they have been tagged. Can you please tell me how to tell Zapier to scan Convertkit for the tags, and at what points in the pathway I tell it to do that?Thanks!

71
Troy Tessalone
4 months ago
E
ellierobertsBeginner
asked in How Do I
Jotform to Monday, isolate numbers from Configurable List widget

Hi there I have a Configurable List widget in my Jotform, and would like Zapier to just pull the ages of the child through to a column in Monday:  I’ve been playing around with different codes but ultimately, it’s not working. What’s the best way to do this, especially when each form submission may have a different amount of ‘numbers’ (ie. someone might have 2 kids, or 5 kids etc). I’d then like for the total number of numbers (ie. 5 if there are 5 children) to come through to a different column on Monday.  Thanks for your help in advance, I am stuck!

9024
E
4 months ago
M
MajdooNew
asked in Troubleshooting
WIX data base trigger not working

 

101
Troy Tessalone
4 months ago
O
Olga BulgakovaNew
asked in Troubleshooting
Date/Time test data differs from real data

Hello!I need to convert date and time data from various time zones to GMT-5 and input it into Google Sheets. While testing, the data conversion works correctly, but when processing actual contact data, there is a 17-hour discrepancy. When I check the Zap history, I see that the Data in is incorrect, showing a discrepancy of 9 hours. What could be causing this issue?

61
Troy Tessalone
4 months ago
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