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30260 Topics
S
scwadminBeginner
asked in How Do I
How to add filter to Cognito forms for zap to email out daily specific status entries from Cognito

Hi so I am trying to set up a Zap to filter our Cognito form entries and export only the entries with a certain status and send this out as an automatic email daily. The zap sequence that I was given was: schedule by Zapier > filter by Zapier > Cognito forms > email by Zapier  Now the issue I am running into is at the 2nd part “filter by Zapier”, the filter conditions or rules it gives aren’t anything I am looking for, just dates/ times.. I need the rule to be if Cognito form entry status = ‘prequalified’ then export all those entries with that status and send a daily email at 5 PM to specific email. Not sure exactly what I need to add/ do to get this outcome, any feedback is much appreciated. 

323
Troy Tessalone
4 months ago
N
Newbie_1984New
asked in How Do I
Update Google Sheets when Splitwise entries are updated

I want to use Zapier to help with my financial tracking, using Splitwise and Google Sheets. So far, the only action I can see for Splitwise is to create a new Google Sheets row every time an expense is created in Splitwise.That’s fine, but I also want to be able to update my Google Sheets worksheet whenever a Splitwise expense is deleted or amended (e.g. because we got a refund so an expense could be removed). I guess it’ll be tricky to do because there’s no easy way for Zapier to know which Google Sheets row to update when a particular Splitwise expense is changed, but thought I’d throw the question / problem out there for people cleverer than me to answer / solve!

91
Troy Tessalone
4 months ago
W
wwolfBeginner
asked in How Do I
Is it possible to update the Trello options of a custom field?

Is it possible to update the trello options of a custom field?I want to have a dropdown of a specific list, which should be automaticly be updated so in the card we can select them.I tried the update card of the “template card” but if i update it with custom value it just does not change anything. I guess its cause my new values arent matching the current options.  the api is able to handle a post for this. so maybe i have to create a webhook but would be awesome if it would be a trello zap action so i dont have to handle the token etc...https://developer.atlassian.com/cloud/trello/rest/api-group-customfields/#api-group-customfields

853
Troy Tessalone
4 months ago
J
JDHillbNew
asked in Troubleshooting
Mailchimp error: Invalid Resource has recently signed up for many lists; no more signups are allowed now.

I’ve never seen this before but over the last 2 days I've gotten over 25 Zapier alert emails that read : “Mailchimp ran into an error: Invalid Resource - (different email address here) has signed up to a lot of lists very recently; we're not allowing more signups for now”.This is a Zap to add an email address to a Mailchimp list when a customer accesses a thank you page from my Clickfunnels page . It has worked perfectly for years.Why would so many different spam email addresses be hitting all at once? Can someone tell me what has changed or how I can fix this?Thanks

491
Troy Tessalone
4 months ago
R
ronaldocostaNew
asked in How Do I
How do I send direct messages from different users in a loop without changing the “From Username” field?

I am looking for a way to send a direct message from a different user in each part of looping.I'm able to change the "To Username" field, but I won't be able to change the "From Username" field.I know who is sending the message will be my account name, but I have a scenario in my team where it would be better to change the username.Thanks, 

302
R
4 months ago
H
hsandersonNew
asked in How Do I
How do I prevent duplicate busy events when syncing Google Calendar with Outlook using Zapier?

I have Google calendar synced with an external outlook calendar.  As a freelancer I have multiple clients but need to update a single calendar to show when busy so they don’t book meetings at the same time.  I used the calendar integration from Zapier for Google to the client’s Outlook calendar assigned to me and it’s working great.  Except because the names don’t match (I mark as Busy in Outlook because they don’t need details of my activities), it’s creating duplications for each calendar event.  As a result, for 1 meeting I may have up to 5 busy block out times in their outlook and then of course, the calendar syncs back the other way also.Is there any way to filter to say if already calendar event exists during this time, not to add another blocking?  Because of the number of duplications I run out of zaps each month.

121
Troy Tessalone
4 months ago
Y
Yong LeeNew
asked in How Do I
Is it possible to change the "From" email in Email by Zapier from zapiermail.com to my email address?

I am new to zapier.I set up outbound email reply, but as shown in the image below, from email is displayed as"no-reply.b49m28@zapiermail.com". How can I change this part to display my email address instead of zapiermail.com?I am not familiar with zapier, so please explain step by step in detail.  

311
Troy Tessalone
4 months ago
A
Angelika
asked in Troubleshooting
Zap fails to create customers from Shopify to Bexio

I have created a new account on Zapier. Now I have been trying for the longest time to create a Zap which creates new customers from Shopify in Bexio.If the Zap does not return an error message but no customer is created in bexio. Instead I receive an error message by e-mail. I am really at a loss and urgently need help. Thank youAngelika

61
Troy Tessalone
4 months ago
B
Bluedog04New
asked in Troubleshooting
Airtable table mirrored in Zapier table for speed?

I’m processing POs in Rossum(AI data extraction), which sends the extracted data to a Zap to create a record in Airtable.  These POs are for work to be done on houses and each house gets 3 or 4 POs.  I have a table for houses(1 record for the house) and a table for POs(1 record for each PO) that are linked to the parent record.  The house record doesn’t exist until the first PO comes through.  I search to see if the house record exists.  If it does then I create the PO record and link it to the house.  If the house isn’t in Airtable, I create it and then create the PO record and link it to the house.  Sometimes this process will create multiple records for the house(Parent records), which creates a duplicate problem.  I’m using the zap step to process them in a queue with a delay so that it gives each one time to run and find everything, but it still will create duplicates sometimes.  This makes me think Zapier has an “image” of the table that it uses to search for the house instead of

133
Troy Tessalone
4 months ago
I
iamkfNew
asked in How Do I
How to customise attachment name in Gmail to Google Drive?

I am trying to get Zapier to find emails of invoices with attachments and save them to a Google Drive folder.So far so good.Where I need help is, I would like to append the name of the sender to the beginning of the file name so that I can easily find them in sort. I would also quite like to add the date.So for example, the attachment is from Apple, and it is named INVOICE272 I would like Zapier to add the date and the sender when it saves to Google Drive, and possibly separators, resulting in the following filename: 2024.08.09 - Apple - INVOICE272 Is this possible? 

81
Troy Tessalone
4 months ago
A
A_LTFGNew
asked in How Do I
How do I automate Microsoft Teams meetings from Acuity Scheduling?

Hello.We're currently using Acuity to create virtual meetings with out clients, and while Zoom is integrated, we want to switch to Microsoft Teams. I'm trying to use Zapier to take all the meeting details from Acuity - like dates, times, and attendees - and create a Teams meeting with this information. Create a meetings event and send a link to all parties involved.Has anyone done this before? I'm encountering roadblocks at every turn. Any insights would be greatly appreciated!

1076
MoritzReitzWebDev
4 months ago
K
kaypeedeeBeginner
posted in How Do I
How do I set up getting reviews for multiple locations on Google Business Profiles?

I have 1200 locations for which I want to learn if reviews have come in and, more importantly, if the location owner/manager has replied to them. How can I do this in Zapier?

444
Tiana85
4 months ago
K
kevco5New
asked in Troubleshooting
Unable to retrieve files from Google shared drive due to "corpora" parameter not being defined

I keep getting the following error when using the “Retrieve Files from Google Drive” action. The files I’m trying to find exist in a shared team folder, so I manually type in the ID for that folder, put in my query params for finding the file, and set spaces to “drive”. I’m not sure what to do. There’s no place to define the “corpora” parameter in the inputs. Please help! 

433
ken.a
4 months ago
D
dobromir.vertoBeginner
posted in Troubleshooting
Qgiv transactions not appearing in Google Analytics 4 despite successful Zap runs

Hi, I've created the Qgiv transactions to GA4 with an API request. I can see that the zap ran successfully 14 times but there is no data in GA4. What could be the issue? When I try the Google Event builder and create the header and payload and run the test, the event is visible in GA4. I’m using the same payload and header in Zapier.

453
ken.a
4 months ago
S
sitepackerBeginner
asked in Troubleshooting
Unable to see my Facebook page on the pull down menu on the trigger

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.I am in the process of linking OpenAI plus account to facebook messenger via zapier.  Inside of zapier I cannot see any facebook pages available in the trigger pull down menue.I have not created a web hook yet?  Do I need too?  Do I need to create a messenger app inside facebook developer?  What do I need to do inside the facebook manager and facebook developer accounts to make this happen?  Darren

11717
ken.a
4 months ago
R
rootScottNew
asked in Troubleshooting
AccuLynx: The app returned "One or more validation errors occurred."

I have a zap set up to create a new lead in my AccuLuynx account when a submission is made on my website. This had been working until recently I got the following error.The app returned "One or more validation errors occurred." Nothing has changed in either the website or with the zap. AccuLuynx only requires a first name to be sent which I’m collecting in the form submission. I’ve tested the app connections, all connections work. I’ve tried replaying the run but get the same error. I’m not sure what’s causing this issue.

214
ken.a
4 months ago
M
mmcottrellBeginner
asked in Troubleshooting
MailerLite API returned an error: The given data was invalid

Hey there - For a couple of years now, we have had a Zap set up for our website between Wix and Mailerlite. When we get a new subscriber (purchases service plan), the zap sends the person’s info to Mailerlite and subscribes them to the “new customer” group so that they get our series of intro emails.However, it hasn’t been working for the last month or so. Can’t figure out why. It keeps telling me there is an error. Any thoughts? Here are screenshots of the zap and how it is set up. 

847
ken.a
4 months ago
J
JMJYouthNew
asked in How Do I
How do I create a new task in ClickUp using a new template instead of an old one?

Hey! I’m creating a zap where I connected my 17hats to clickup. Whenever we get a new contact in 17hats, I want to create a new task of that new client in clickup. I used a task that I already created as a template but I updated that task and want to use the new template.  Only the old template is being pulled and the new contacts created dont have any of the new information I want added to that task. The new template is simply not populating when I am editing the task. I have tried to create a new zap. I have tried logging in and out of clickup in Zapier already as well and that only template is somehow saved in there. Can someone please help? I included a screenshot of where I get stuck   I have one that says “New Pilgrim Inquiry” but its not loading. :(

534
ken.a
4 months ago
P
Payton HusainBeginner
asked in Troubleshooting
Zapier SKU Mapping Fails for Multi-Item Orders in Shopify to Salesforce Integration

Essentially i have a zapier to find an order in Shopify and then send that order and other information to salesforce, and it works perfectly when they only order one product. However, if they order two or more products the zapier breaks at a step of me sending the SKU of the item in Shopify to match the product in Salesforce as it sends every value instead of each value of the SKU seperated.

20710
A
4 months ago
B
bentheuserBeginner
asked in Troubleshooting
Zapier duplicates the wrong Typeform

I am trying to duplicate a form in Typeform. But it duplicates the wrong form. I have tried repeatedly and it always duplicates the wrong form, not matter which form is selected. Any solutions? Or is this a Zapier bug?

144
B
4 months ago
L
LindsayRaeNew
asked in Troubleshooting
Issue logging into Gaggle via Zapier for Join It integration

I’m trying to connect Join It to automatically add or remove members in Gaggle. I’ve managed to test the zap with Mighty Networks a few weeks ago. But now I’m trying a different CRM and I’m unable to log in to Gaggle through Zapier at all. I’ve tried deleting all apps and re-adding, as well as generating a new API key. I tell it to send me the password reset information and it doesn’t send me anything. I do occasionally see a message that it doesn’t support social log in anymore.

171
Troy Tessalone
4 months ago
E
ElDelNew
asked in How Do I
Dynamic "From" Email Address with Zoho in Zapier Automation

Hi everyone,I'm working on an automation using Zapier to send customized post-session emails through Zoho for our therapy company. We have several therapists and an extensive post-session email sequence with mostly templated content, but we want to include unique messages for each session.Here’s how it works: Our therapists fill out a Typeform after each session, providing their work email (to be used as the "from" address), a custom message for the client, and client details (name, email, etc.). I use Zapier to take this information and send an email through our Zoho account, inserting the details from the Typeform into the email (e.g., client’s name, "from" email address, "to" email address, custom message, etc.).The issue I’m encountering is that Zapier only allows the "from" address to match the Zoho account used to set up the automation. I need to be able to send emails from any address under our domain as specified in the Typeform.Is there a way to achieve this with Zapier? Alter

132
E
4 months ago
J
JLOBeginner
asked in Troubleshooting
Gmail upgrade issue: Zaps isn't working after update

I’m getting message that there’s a new version of gmail and I need to upgrade the app. It seems to have broken a bunch of Zaps. Any ideas?

151
Troy Tessalone
4 months ago
V
VeganOutreachNew
asked in How Do I
Importing Mailchimp 'Status' field changes value

Someone reported an issue 3 years ago where a Zap will see a Mailchimp status correctly (“subscribed”) yet push the data value out incorrectly (“subscribe”). The results are inconsistent. I would like to reopen the issue since it is still occurring.Related issue:  

51
Troy Tessalone
4 months ago
E
Everlast_HanBeginner
asked in How Do I
How can I pull submission date/time data from a SquareSpace form to use for path trigger without making the user input it?

Hi I am a mental health therapist and I am trying to build a zap to connect the the clients with our therapists automatically when there is a square space form submission.  To make it more look like a human, I need to extract the time when the form is submitted to make sure the zapped email are not sent in the midnight hours, say if a client sends a form in 11:00 p.m. How can I find a way to extract the form sending time and use it in paths to help zap sending emails at reasonable hours.  Thank you!  

161
Troy Tessalone
4 months ago
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