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25304 Topics

N
navyavargheseNew
asked in How Do I

Attach an file from a Salesforce record to Trello through Zapier

How to attach a file to Trello card through Zapier from Salesforce files? I am stuck to fetch files from Salesforce and Action ‘Add attachment to Card in Trello’.

1
Troy Tessalone
8 days ago
A
aadhilananNew
asked in Code & Webhooks

Failed to create a request in Webhooks by Zapier Error Message: Backend or gateway connection timeout. (HTTP Status Code: 502)

I am trying to set up a webhook from Postman and i am getting the above error. I have added the way i filled out the webhook.  

3
Troy Tessalone
9 days ago
T
Tales ToolkitNew
asked in Troubleshooting

Bug with Jotform integration "this auth has expired"

Trying to create a Zap with a trigger based on a Jotform submission but they won’t connect.I found an existing topic from a few months ago to say this was a known bug and was thought to have been resolved but it would appear that’s not the case.Please advise how to proceed.  

3
Troy Tessalone
9 days ago
C
Creative StudioBeginner
asked in How Do I

How to remove role in Discord when payment is cancelled in ThriveCart?

This post was split from the topic:  @SamB We are having a similiar issue when trying to remove a role from a Discord member. Our Zapier set up looks like this:Step 1: Recurring Payments Cancelled in Thrivecart → (This has a green check)Step 2: Find User in Discord→ based on Thrivecat email address (we think this is the only common thread between the two) (This has a green Check)Step 3: Remove User Role in Discord (this step we can not get to work)Step 4: Assign User Role in DiscordEssentially what we are trying to do is when someone cancels their payments we want them to have their role as an “all access” to a lower role within Discord.I have searched high and low for a tutorial on this and can’t find one anywhere.Any help would be greatly appreciated! Thanks!

7
SamB
Community Manager
9 days ago
Cloovercam
CloovercamBeginner
asked in Code & Webhooks

Webhook is returning values, but when I try to use them they are blank

We have automated a credit check using a zapier webhook. This works successfully - I am returned the correct values as expected. However, when I try to use these values in another zap, when it runs, the values are blank.  

13
O
9 days ago
J
junNew
asked in How Do I

How to trigger for specific phrase in Intercom then create/reply to ticket in Zendesk?

HiWe are looking to create a new Zap with the following scenario.Customer talks to Intercom chatbot “I want to raise an issue”, then the conversation would be converted into a new ticket in Zendesk. Customer talks to Intercom chatbot “I want to see my ongoing tickets”, then he can see Zendesk ticket status in the Intercom chatbot Is this something we can do with a Zap? Thanks!

4
SamB
Community Manager
9 days ago
E
Epic CreativeNew
asked in Troubleshooting

WordPress - missing fields for custom post type

I’ve got a custom post type in WordPress called Coupons. I’m using a “New Spreadsheet Row in Google Sheets” > “Create Post in WordPress” zap to populate new coupons from a spreadsheet onto my site.  I'm trying to populate the title of new coupons from under the “Set up action” portion of the zap, but I don’t see any additional fields that I can populate with data from the spreadsheet:When I switch from my custom post type to a generic post, I see all of these fields:My coupon custom post types all have a title field. Is there anyway to populate the title field of a custom post type here, or do I need to include additional actions in my zap? Thanks!

2
SamB
Community Manager
9 days ago
SaraM
SaraMBeginner
asked in Troubleshooting

Bullhorn CRM: Triggers returning errors (Candidate 1, Opportunity 1, etc.)

Has there been an update on the Bullhorn CRM trigger problems? I keep getting an error when trying to pull data from Bullhorn (only getting responses such as Candidate 1 or Opportunity C, etc.). I am able to integrate items into Bullhorn but when trying to pull data out of Bullhorn, I get all sorts of problems. I reached out to Bullhorn and after several weeks of working with them, they said the problem lies on your side of the application. Please help! This is vital for we just purchased Monday.com for our workflow management and getting information out of Bullhorn is essential.

13
SamB
Community Manager
9 days ago
G
Gareth BishopBeginner
asked in Troubleshooting

Connecting to Excel is giving "You do not have permissions to open this file in the browser"

From 15/2/24 17:40 I have started receiving regular alerts for my zaps connecting to online Excel with the message: “You do not have permissions to open this file in the browser”.Nothing has changed (passwords etc).  I tried turning the zaps off and on again, but now it will not turn on again - I get the notification “Zap could not be switched on” with the same message as above.  When I edit the zap to check the credentials, I can do a test connection and it is successful.The zaps retrieve new rows from Excel and update MailChimp.  The Microsoft account I am using is the one I used to create the spreadsheet.I’m not sure where to go from here - it has been working for a few months and nothing has changed.

18
ken.a
9 days ago
R
Romel111Beginner
asked in How Do I

How can I extract user conversation data from chatbot, in order to analyze words and tendence?

Hi Team, I would like to know if it's possible to extract all questions from users who have interacted with the chatbot for the purpose of analyzing the text and creating visualizations in programs like Tableau or Google Data Studio.If you have experience with this, please let me know.Best regards.

3
SamB
Community Manager
9 days ago
C
Charley MaNew
asked in How Do I

How to pull Zoom attendees for meeting summaries?

I’m trying to set up a zapier with my zoom summaries such that: when a meeting ends + a zoom summary is generatedpull down the list of attendees emails from then I can use the emails to look up with another zap in our CRM to attach it as a note, but I can’t seem to find an action for pulling attendees from zoom summaries. it seems as though the zoom API does support this https://developers.zoom.us/docs/api/rest/reference/zoom-api/methods/#operation/pastMeetingParticipants however Zoom now moved to an oAuth integration as a requirement and it’s much more complex than I would like… I tried the webhook workaround but they’re also now requiring verification and I have to encode my response which requires building a developer app… is there any update as to when the native zoom integration will support pulling attendees? 

1
ken.a
9 days ago
D
dariobirdieAIBeginner
asked in How Do I

How do I save my users response in a chatbot to later use them in a email?

I’m creating a virtual quoter for freights, I’m using zapier chatbot with GPT3.5, and will input this chatbot into an interface later on.How it works, is that the Chatbot ask a series of questions, like: Origin and destination of the shipment: Where will the shipment be from and to? Type of merchandise: What type of products do you wish to send? Weight and dimensions: How much does it weigh and what are the dimensions of the cargo? Shipping date: When do you plan to send the cargo? Then the user response with:From Shanghái, China to Long Beach, California Full container of copper cables Standard 20 feet container and weight 20 tons 30 of may of 2024I want to then use that fields in a email template, it would look something like this:Hi (Freight Forward Company)!User #1 wants to quote a freight the specifics are as follow:(Response from answer #1) (Response from Answer #2) (Response from Answer #3) (Response from Answer #4)Anyone can help me with this?Thanks a lot!  

6
SamB
Community Manager
9 days ago
P
Punkt GroupNew
asked in How Do I

How can I update a GA4 conversion/key event based on a Hubspot property change using Zapier?

Hello, Since the change to GA4 i have an issue with forwarding information from a Hubspot property change (like deal stage) and updating a defined conversion/key event in GA4.  It used to be “Create a measurement”, not sure what to use now. Ive tried a lot of options, none are recorded in GA4. Thx in advance

1
SamB
Community Manager
9 days ago
engineer1
engineer1Beginner
asked in Troubleshooting

Google Sheets: How to Fix "Cursor has gone out of bounds"?

Using a copy of a Zap that has been working perfectly well in the past weeks, this additional Path has led to the error code “Cursor out of bound”. I’ve found only one Thread in the help forum, addressing this issue, but it has been discontinued. Please provide a solution to this  In the meantime, I will try to use a standalone zap without paths to see if that works. Even if so, this error code was an annoyance, especially without any information on how it occurred.I’d suggest providing a list of error codes to the community, such that users can go have a look at it themselves.Otherwise I see no use in showing error codes, if that information is not helpful. Thanks in advanceTobias   

6
ken.a
9 days ago
K
Kim1862Beginner
asked in How Do I

Can I use free ChatGPT in my Zaps or is a paid subscription required?

Can I use the free Chat GPT in my Zaps or do I need to have a paid subscription to it?Thanks.

3
ken.a
9 days ago
P
porticocbaNew
asked in Troubleshooting

New ZAP turn's off inmediatly after turning it on.

I've created a new simple ZAP that creates a task on ClickUp when a new form submission from Formester gets triggered.The editor page shows everything is OK, I've even tested the connection to both, and run the test task twice and it works fine.But as soon as I turn it ON, zapier turn's it back OFF, and I can't find any error or warning messages.  

1
ken.a
9 days ago
JonathanVerret
JonathanVerretNew
asked in Troubleshooting

Create Invoice in Quickbook Online - Location Field Not Working

We are working with the Create Invoice in QBO component in Zapier.We would like to set the field “Location” to a US State abbreviation (e.g. CA, LA). However, when editing the field from the Zap, there is a notice that the field is “Only available for France locales.” If I pass the value CA to this field, that field does not get written to the Invoice.Our current process is having a user manually write the abbreviation to the field in QB. I did see there was a post about this 8 months ago stating that the Location field was not supported. Is that still the case? Is this something that is on the roadmap?

3
N
9 days ago
L
Lulu_consultantNew
asked in How Do I

How do I use Zapier with Kajabi to send targeted emails & grant offers for specific purchases?

I’m setting and online store for a customer who wants to have a shop cart. They use Kajabi as their email marketing platform. So I was wondering if I can set a Zap that sends and specific email if a specific product is purchase? Could it also be grant specific offer when purchasing specific product? Since I don’t want to connect any kajabi or wocommerce account yet, I’d like to make sure this can be done with Zapier first. 

1
Troy Tessalone
9 days ago
J
josephmBeginner
asked in How Do I

How do I add an image to a Webflow CMS item from my Google Sheets?

I’m trying to figure out how to add an image to a Webflow CMS item from my Google Sheet. The other item fields are coming from the Google Sheet, so ideally the image can as well. My idea was to put the image in a Google Drive folder then link the image in the row of the corresponding item. 

3
Troy Tessalone
9 days ago
L
lachie016Beginner
asked in How Do I

How do I transfer Hubspot deal stages as words, not numbers, to Excel via Zapier?

Hi, I’m wondering if there’s a way to set up a zap so that the deal stage is presented as the words it should be instead of the numbers. I haven’t got a zap currently set-up for it, and the numbers is how it comes when they are transferred from Hubspot to Excel. Thanks 

7
Troy Tessalone
9 days ago
L
LaurynNew
asked in Troubleshooting

"Invalid Syntax: Only numeric values are allowed" when using an IF function

I’m using an IF formula to return value A (“Internal”) or value B (“Public”) depending on what a cell looks like in my Google Sheet.The error I get is “Invalid Syntax: Only numeric values are allowed”. I saw a similar post about using JavaScript code, but I’m not sure if this is the correct solution for me let alone how to implement. 

1
Troy Tessalone
9 days ago
M
miguelsNew
asked in Code & Webhooks

Shortcode for Webhooks

¡Hi! Im trying to call a webhook via “Jet From Builder for Wordpress” Im using shortcodes and single text field to retrieve specific data from each post. When I try to call the webhook its only retrieving the data from the “single text field”. Is there a way to retrieve the data from a shortcode?

0
M
9 days ago
F
FlameNew
asked in How Do I

Need help adding a Discord role when someone submits a Google Form

Exactly what the titles says, I want a system that pulls up a Google Form when a member joins, and after said member submits the form, it gives them a role that grants access to the server.

1
Troy Tessalone
9 days ago
R
rtlewNew
asked in How Do I

How to link a Google Sheet column to a Google Drive file?

I created a zap that automatically creates folders files for my clients, which is named “John Smith” for example. How can I extract that client folder link, then update a specific column with that link?

7
Troy Tessalone
9 days ago
D
DashkinBeginner
asked in How Do I

Update Monday.com Columns with Custom Action

Hi -I am interested in updating the following columns of an item on Monday.com from an item that triggered the Zap on ClickUp.So far, I have the following three steps defined in my Zap:(Trigger) Task Changes in ClickUp (Format) Text in Formatter by Zapier (Event) Update Item in Monday.comStep #1 and #2 work.Step #2 is implemented to parse out the item ID of the item on Monday.com from the task name in ClickUp, formatted as [Item ID] Item Name (e.g. “[123456] Some task”). Which returns the item ID portion (123456).Step #3 is where I am having trouble with.I have the following data originating from my ClickUp task that I would like to update the item on Monday.com with the item ID parsed from step #2:Task Start Date Data Due Date Task Description Task Status Status Task Date Updated Task Time Estimate Task Time SpentIn Step #3, I am using a Custom Action that has the following set:Input FieldsLabel Key Required Help Text Item ID item_id Yes The unique identifier of the item.

3
Troy Tessalone
9 days ago
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