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29441 Topics
J
Johnny DayNew
asked in Troubleshooting
Zapier not retrieving Hubspot Property Data

I am creating a zap to import orders from hubspot to workwave route manager once the client has confirmed and the deal stage in hubspot has been updated to “Scheduled In Progress.” The only trouble I’m having is that the custom property I made in hubspot called,“Service Address” is not completely showing up in zapier. The property name is but the data that is associated within it is not. I can’t figure it out. I have recreated the property and zap multiple times. I feel like this is a glitch. 

762
J
4 months ago
C
Cecile K.New
asked in How Do I
How do I retrieve a single contact from HubSpot for a Google Calendar event using Zapier?

Hello,I have multiple contacts (3 in my example) on my deal record in HubSpot, and I would like to get only one contact to create a Google calendar event. I use the loop function to retrieve the contact data, and stop the loop when the iteration is less than 2.  But the digest returns 4 contacts. Anyone has any idea how to get one contact from HubSpot? Thanks a lot for your help!  

231
Troy Tessalone
4 months ago
A
AlinaRudenkoBeginner
asked in Troubleshooting
Pipedrive deal search issue: "Find Deal" module returns incorrect despite existing Deal

Hello! Today was building ZAP: Webhook - Find Person in Pipedrive (by email) - Find Deal in Pipedrive (by Contact Person ID, ID is mapped from the Find Person module) is giving me false while the Deal is 100% exists in Pipedrive and I can find this deal by Title. Since seraching by Title is not 100% reliable, I would like to understand how come your Find Deal module stopped working with Contact Person ID? Screenshots attached.  

182
A
4 months ago
M
McCorvey ITNew
asked in How Do I
Update Deal Stage and Create Activity Based on Email Reply

I saw an older post on this subject that I did not appear to have a resolution and was curious if anyone had achieved breakthrough on this.Updating Pipedrive deal stage and/or new activity when email is received. | Zapier CommunityI have an automation setup in Pipedrive to send an email using a template to the Deal Contact when a deal is added to a specific pipeline stage. What I’d like to be able to do from there is update the deal if a reply to the email is received… updating the detail and/or creating an activity on the deal.Does anyone have this working? Is it possible using just Pipedrive and Zapier or are other tools needed? 

537
Troy Tessalone
4 months ago
M
mc_ventoBeginner
asked in Troubleshooting
Affinity issue: Organization ID changes between "Find an Organization" and "Find List Entry" steps

Hello,I’m encountering a strange bug that involves just two Affinity steps.Basically, I find the Organization ID in Affinity based on the website with a Find Organization step and then I use the same Organization ID to find the List Entry.As you can see in the screen below, Zapier correctly find the organization ID:Then, I use the same ID in the Find List Entry Step:And it seems to process the ID correctly:Now, I know for a fact that the organization IS in the list also because you can’t see it in the first screen but it finds a correspondence of the list while searching the organization (and also because I can open Affinity and I’m not blind).But the thing that surprises me the most is the Troubleshooting response that seems to indicate that the Organization ID processes id DIFFERENT from the one I use as input:What’s the deal here???

303
Troy Tessalone
4 months ago
Studytube
StudytubeBeginner
asked in How Do I
Can we automate business reviews with Zapier?

Hi everyone, In a podcast by Hubspot (https://www.daphnelopes.com/podcast/, S02 #8), they are explaining how they automated their business reviews. Using Workato, this is their workflow:An employee triggers the automation by typing a command in Slack (e.g. \businessreview[customerid])  A Google Slides and Google Sheets copy is made from a template Data (from a specific client and specific time frame) is retrieved from data warehouse Snowflake Data is populated in the Google Sheet, where pre-built graphs are filled in Data is inserted in Google Slides template Text and Image tokens are replaced  Google Sheets&Slides are renamed and assigned to owner Documents are sent to employee through Slack and emailWe also use Slack, Google and Snowflake, but we have Zapier instead of Workato. I have been trying to find out if this workflow is possible in Zapier for almost 2 months now - but I just can’t figure it out. If additionally any Python programming is needed, that’s no problem. Can som

153
Troy Tessalone
4 months ago
C
Cecile K.New
asked in Troubleshooting
Find Event (legacy) in Google Calendar - Error "The specified time range is empty"

Hello,I created a zap to update a Google Event based on data from HubSpot. in the Find event step, I get this error: My event is an all day event so there is no exact time set for the event when it is created in Google. In the search step, I tried several formats such as +1d, +1 day, +1day, etc. in the fields below:In the “Create Google Calendar Event if it doesn’t exist yet?” section, the date/time is as follow:Any idea how to fix this error? Any help would be greatly appreciated :-)

161
Troy Tessalone
4 months ago
W
webeedeveloperNew
asked in How Do I
File uploaded in Amazon S3 is just plain text not jpeg/pdf format

Hi, We’re setting up any submission from Gravity Forms should be stored in our Amazon S3 bucket. The steps are OK as shown here: https://prnt.sc/XLP2QR-LVVGaBut when we start the testing, it’s not creating a folder in the S3 and it just save as text or just plain format. Can you advise how can we upload the files inside a folder and it’s in jpeg/pdf files/format?Thank you,

7948
SamB
Community Manager
4 months ago
B
BenGarciaBeginner
asked in Troubleshooting
Zapier Limited Calendar shared access?

I currently have 14 Calendars being shared to me with READ,CREATE,EDIT permissions. I’m trying to create a zap that will automatically create events for each of the calendars being shared with me if they meet certain criteria.  But when setting up my action it’s only showing the most I saw was 8 calendars the rest wont show-up. I tried removing some of the calendars shared by me then some starts to show-up but the one I replaced I can no longer get back unless I remove another one?  In the Sample below GHA Cloisters email calendar was not showing until I deleted GHA Alameda. It’s like it has a limit on showing how many calendars? I don’t understand I’ve reached out to the support team and they say it’s supposed to be unlimited.  

28010
SamB
Community Manager
4 months ago
L
leapvaNew
asked in How Do I
How do I dynamically generate Typeform results based on answers to avoid manual duplication?

Hello! My organization is wondering if there was a way to have the end results automatically generate the links depending on the answers to the questions. Or if there was a way to duplicate end results so I don't have to do all of it manually? To explain a little, we are trying to use typeform as a means of helping homeowners navigate what programs they qualify for. And these programs are very specific depending on their situation. Any combination breeds different results entirely, and it's going to be over like 30 different end results manually done by Typeform. I just wanted to know if I'm complicating this or if there is an easier way. We want for there to be some kind of compilation of each individual qualifying program's information being shown according to whether they answer yes or no. Can anyone assist with this work? 

161
SamB
Community Manager
4 months ago
S
salar154Beginner
asked in How Do I
Podio - how to append information to existing information in a relationship field?

This post was split from the topic: How can I append information to existing information in a relationship field in Podio using Zapier?

21
SamB
Community Manager
4 months ago
A
Angela S.New
asked in How Do I
Why is it changing First Names in Convertkit?

I have a zap created that when we receive a new recurring donation in Zeffy it will add the donor to a welcome series in Convertkit. However, it is changing the individual’s name in Convertkit to the that of the testing record I used. How do I fix this?

285
ken.a
4 months ago
H
HarjNew
asked in Troubleshooting
Pipedrive - can't select multiple values for a multi-select field

This post was split from the topic: Hi Nick, really useful article, however I can’t seem to get this to work.  I have created a multi select Person field called Interested Service in Pipedrive and I'm trying to append the value from the Deal Interested Service field to the Person Interested Service field. However when I tested this, the zap did not append the details from the Deal but also removed the existing value in the Person record in PD.Also when trying to map the Interested Service fields in the zap, the Deal value appears as an ID value and for the Person it shows the actual values and not the ID.Any ideas why this is happening and how I can resolve this?Any assistance would be greatly appreciated. 

231
SamB
Community Manager
4 months ago
I
ItayNew
asked in How Do I
How to match lead location from Wix form to correct city in Arbox with Zapier?

I set a zap from my lead form on my wix form to arbox.in the wix form there are 2 locations - 2 different cities - but when setting the zap it asks me to choose a specific location and that’s how it sets the new lead in Arbox (i.e. doesn't matter what location is marked in the wix form - it will be assigned to the same location that I chose in the zap setup).Is there a possibility for the location to be imported from the wix form so each lead will be assigned to the right location?

181
MohSwellam
4 months ago
H
HalBeginner
asked in How Do I
How do I update the location field in a Trello card?

We’d like to be able to update the location field on a Trello card (the field used in Trello to create a map view) via Zapier. Would anyone know if that is possible?

281
SamB
Community Manager
4 months ago
W
W4WNew
asked in How Do I
Can I create a Zap that creates a bulk receipt when a payout is received from Stripe in Xero?

Can a Zap be created for when stripe sends a bulk payout (payout for numerous invoices) to our bank account? Eg a bulk receipt created in Xero to match the stripe payout? 

172
MohSwellam
4 months ago
M
MercyCorpsVenturesNew
asked in Troubleshooting
Relevance AI error: The app did not respond in-time. It may or may not have completed successfully

Hey folks who use Zapier, RelevanceAI, I build a flow in zapier that uses a RelevanceAI tool. The tool works in isolation in RelevanceAI but gets timed out when triggered from Zapier. Any idea how i can fix this?  

363
MohSwellam
4 months ago
J
jhotchkissNew
asked in How Do I
How do I use form data to conditionally change the body of an Outlook email in Zapier?

I’ve got a form that triggers an outlook email, but I want to put conditions in the html so that the body of the email can change based on the way the form is filled out. For instance, if there are two names added to the form, then the email needs to add “& [name2]” to the greeting, like this:“Hello, Jake and Kayla!”If there is only one name in the form, then it would just say:“Hello, Jake!”Does anyone know if this is possible?I’ve tried the html syntax: <%if condition%><%else%><%endif%>I’ve also tried javascript syntax: <script>if (condition) {} </script>Neither worked. Here’s where I’m putting it. 

121
ken.a
4 months ago
S
steven pNew
asked in Troubleshooting
Zap to invite to Mighty Network says success but not processing properly

ruinning  a zap then when person registers on ontrapoort it passes to mighty network and send invite to a space.  it runs successfully.  however if someone has ever been down that path before even if they are not currently in mighty it says success but doesn't actually process  the zap if i check data out i see thiswhen its a new contact it says invites processsed 1 and if its an old contact whos going thru again it says invites processed 0 Content:{ "success": true, "invites_processed": 1

111
ken.a
4 months ago
M
mrrcomp_zapBeginner
asked in How Do I
How do I trigger a Zap to share documents with new Whatsapp group members?

I would like to trigger on a new user added to a group and as a result post several documents to that user (or to the full group) Any Suggestions is this possilbe? Regards mrrcomp  

425
MohSwellam
4 months ago
M
Maria RiveraNew
asked in Troubleshooting
monday.com error: Invalid value for undefined on undefined. There are items that are not in the connected boards

I am trying to create a zap to connect a Hubspot form to Monday.com. When a form is submitted on Hubspot, I would like a board and group on Monday.com to be updated with the mapped items but is giving me an error: Failed to create an item in monday.comInvalid value for undefined on undefined. There are items that are not in the connected boards Hope an expert can help me with this. Here are the steps I did: Step 1: Step 2: Step 3: Both the Board ID and Group ID was automatically pulled from Monday.com Step 4: Test Error 

243
MohSwellam
4 months ago
P
projectsfounthillNew
asked in How Do I
How do I automate monthly email reports with combined due dates from two Notion databases?

Hi there,I'm hoping you can help me automate a process in Notion.Currently, I have two separate databases:One tracks company names, due dates for bookkeepers and accountants, and filing due dates. Another tracks insurance due dates.I'd like to set up an automated system that sends me an email report at the beginning of each month. This report should contain a list of all upcoming due dates for that month, pulling data from both of my databases.Is there a way to achieve this automation?Thanks in advance for your assistance!

203
MohSwellam
4 months ago
pmiddleton
pmiddletonBeginner
asked in How Do I
How to copy a large file from one Dropbox to another without downloading it via Zapier?

I’ve built out my zap which extracts dropbox links from emails and the 100mb limit is quite frustrating, as almost all files i’m meant to be downloading are over 100mb. I understand there is infrastructure limitations but there has to be some form of work around. Can I somehow copy this file in my dropbox and move it to another dropbox, meaning I don’t have to actually download anything? I feel like this is a more common issue than not and surely people have found a way to work around this. Any help would be greatly appreciated,Patrick

1917
SamB
Community Manager
4 months ago
G
gdassingNew
asked in Troubleshooting
Procore Error 0 Y with Monday.com

Hi - I am new to this - I am an architect trying to automatically update our company’s Monday.com when a new submittal or RFI is posted to Procore. I have set up the “Zap” and get green checkmarks the entire time - even get a successful item posted to a monday.com test board from a Procore project, however when I go to turn the Zap on I get an immediate email saying “Error 0 Y” with no further information except that the Zap is now turned off. I saw another post that said admin-level permissions are required on Procore to integrate but this doesn’t work for me - we can’t ask every contractor we work with to grant us admin permissions to their companies. If this isn’t possible it might be a short trial for us with this app … 

233
ken.a
4 months ago
K
ktownsendBeginner
asked in Troubleshooting
“path/no_write_permission/...” Errors when creating a folder in Dropbox

This post was split from the topic: @jarednw this is super helpful. I faced the same problem and was able to get the root namespace ID, but I’m struggling with an error. Zapier’s returning “path/no_write_permission/...” when I try to use it to create a folder in Dropbox. I’m a Team Admin in Dropbox, so my account should have every permission. and @SamB  just flagging that Team Folders are still not selectable as a dropdown function. This workaround seems to make the connection, I just don’t have write permission for some reason.any insights or recommendations would be super helpful. thank you!

25624
ken.a
4 months ago
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