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29439 Topics
S
SofiaMNew
asked in How Do I
How do I automate lead capture to proposals with forms or chatbot and draft creation?

Your best solution and toolbox for creating a automated flow; from collecting info on a website from visitors/leads, to sending them a proposal?Today there is no form on the site - people just email or call. We wanna have a form - or maybe a chatbot? - where we can get info about details and then be able to get a draft automated and then checked manually before sent. (I saw Zapiers new chatbot which seems very smooth - not sure it solves it all though.)

428
JammerS
4 months ago
V
Vinayak0000New
asked in Troubleshooting
Salestrekker- Update deal not working

When I am trying to update any parameter of the existing deal it shows success message ,but the changes are never reflected back to the Salestrekker. What can be the possible issue please help me with it. Also the dropdown for updating the stage is not getting listed This is what I tried to update, and it shows update successfulBut its never updated in salestrekker 

51
ken.a
4 months ago
M
Mario_DevstockNew
asked in Troubleshooting
Unable to trigger Facebook Lead Ads after filling in the instant form in my Ads to GetResponse list.

My Zap seems fine, every step of integration was completed successfully, there was no issue at any point. I’ve selected specific instant form from list and specific list from getresponse. All I want is to send lead from facebook ad to getresponse list.Unfortunately, after filling instant form in my Ad, Zap is not triggered. (Manual transfer works fine)I’ve walked step by step with this article, to fix facebook permissions and still no result. Could there be any other cause for such issue?

71
ken.a
4 months ago
M
MechelleCNew
asked in How Do I
How do I use Zapier to create Wrike tasks from Google Doc checklists that already create Google Tasks?

I have meeting notes that I take in a Google Doc as checklist items.  From those checklist items in the Google Doc, I can automatically create a task which will create a task for me in Google Tasks.  I want Tasks that are created this way to automatically create the same task in Wrike.  Is this possible?  

223
ken.a
4 months ago
C
Cédric SBTNew
asked in How Do I
How to integrate Waalaxy with HubSpot and auto-sync campaigns for all contacts?

Subject: Assistance Needed for Integrating Waalaxy with HubSpot and Syncing CampaignsHello,I am currently setting up Waalaxy to use in conjunction with HubSpot, and I need some assistance to ensure that the integration works correctly. Specifically, I would like to know how to:Connect Waalaxy to HubSpot optimally. Configure Waalaxy so that campaigns and emails sent via Waalaxy are automatically recorded in HubSpot, including for contacts who are not yet registered in HubSpot.Could you please provide detailed instructions on how to establish this connection and ensure smooth data synchronization between the two platforms?Thank you in advance for your assistance.Best regards,

332
JammerS
4 months ago
M
McHenryNew
asked in How Do I
How do I sync Invoice Ninja invoices to QuickBooks Online using Zapier?

I am trying to create invoices in QuickBooks Online when an invoice is created in InvoiceNinja. Is there a guide or similar?

21
ken.a
4 months ago
R
RickyBobbyBeginner
asked in How Do I
Create New Account in Quickbooks Online When New Customer Added

Is there any way to create a Zap that creates a new Income Account in Quickbooks Online when a New Customer is added?I can easily create a zap that creates a new Customer, and I can see how to create a zap to create a new Service, but what I want to do is create a new Account for each customer when that new Customer is added without having to do it manually.In the end, I want the zap to create a New Customer, then create a new Account, and then create a new Service all at once. The sticking point is being able to create the Account.Thank you for your help.

395
ken.a
4 months ago
S
soltepNew
asked in Troubleshooting
Unable to find an Instagram Business Account when setting up my Zap to publish the photos.

Meta sure doesn’t make it easy to post photos to IG. I have spent the greater part of the day trying to set up an integration between Zapier and IG. I have gone through the following steps:Created a FB Page Created an Instagram Account Changed the account to a business account Connected to IG for Business via Zapier using my FB login credentials When going through the steps I granted access to the Professional (Business) Account Provided access to the Page This was confirmed in the “Business Integration” settings within my personal FB settings Within the Meta Business Suite Provided IG account access to the FB Page Provided the FB Page access to IG Ensured I have full control of both FB Page & IG Account I still cannot find the IG Account when setting up my zap - what am I missing?! Any support is appreciated!  

56419
ken.a
4 months ago
I
itai77New
asked in Troubleshooting
WordPress error: authentication failed "Error parsing response."

i got this message  how can i fix it ?We hit an error adding your new accountauthentication failed: Error parsing response. We got: "<!DOCTYPE html> <html dir="rtl" lang="he-IL"> <head> <meta http-equiv="Content-Type" content="tex"Make sure you click "Allow" or "Accept" on the permission popup Double check your Account has the correct permissions Check out our help docs for more information

71
ken.a
4 months ago
M
mirandajeanmarieNew
asked in Troubleshooting
Zapier displaying "No Data" when integrating Ticketspice and Google Sheets

I am integrating a ticketspice event into google sheets by using zapier.  I have already completed with another event and it’s working seamlessly. However, when trying to duplicate this process for another event, it is not pulling data from which ticket level we are using therefore, it is showing “no data”.  I need help determining if this is a zapier issue or a ticketspice issue. I have attached the setup I have and on the “Ticket Level” & “In Person” show no data. I need that to pull from Ticketspice to show that we have people registered for the virtual event and then for the in person event. I am not sure why it is showing no data.  On the ticketspice end, I have checked the page is set up correctly, and it is. When I click on a registrants name to view their order, it shows “Ticket Level: In Person”. So I know it is populating data from the event page.  

241
Troy Tessalone
4 months ago
M
Mariam_MNew
asked in Troubleshooting
Google Calendar event does not appear in the fields when creating task in Zoho Projects

Hi, I want to create the task in Zoho project when google calendar event is created. While selecting the fields I can find google calendar event title, so that I can name task the same. Does anyone had a same issue? 

41
Troy Tessalone
4 months ago
H
Hamish ENew
asked in How Do I
How can I trigger a Zap only when Odoo CRM opportunity reaches a certain stage

I have a zap running (Odoo ERP Self Hosted) which runs when a new lead/opportunity is created.I have a filter: ‘only continue if’ stage value = Won But if Zapier only collects the lead/opportunity data when they are ‘new’, they are never going to be at the ‘Won’ stage.Is there a way to check Odoo for updates on existing leads/opportunities?I need this as I am sending offline conversion data to our Google Adwords account.

151
Troy Tessalone
4 months ago
M
Mitchell ZezimaBeginner
asked in How Do I
How do I split line item data into separate fields to use in the next step?

Hello, I have a zap step which is returning data across 2 line items. When I then go to map this data into the relevant fields in the next step, the data is bunched into 1 line separated by commas. I want to split this data as each row from each line item needs to be inputted into seperate fields on the next step (see screenshot). I have tried looping but not sure if this is the correct way? Thanks

671
Troy Tessalone
4 months ago
G
geenaashleeBeginner
asked in Troubleshooting
Object URL is not accessible when I try to view the object

Hi Zapier Team, I hope this finds you well. I am running into the following issue with my Zap automation. The objects are successfully being uploaded to my bucket, however when trying to view the object via the Object URL, I am receiving the following error. have tried the following steps to troubleshoot: Checking if the bucket is behind CDN, NO; I have verified bucket policies, and ensured object permissions are in place. I don’t think it is a permission issue.  Please find a link to my Zap automation here for further reference, I am not sure where I am going wrong in my PATH development. I am trying to upload a folder from my Dropbox account, and the subfolders that are within it, one is a JPEG and the other MP4. It appears that the files are NOT fully uploading.  PLEASE HELP! 

163
Troy Tessalone
4 months ago
H
HikageBeginner
asked in How Do I
How do I connect both a Stripe Live account and Test Account?

I have already connected my live Stripe account.But when I go to connect my test account, I can’t find an option to add my test keys.  I even accidentally created a NEW Stripe account entirely in my attempt.When I get to the “Select the account you'd like to connect to Zapier” step, I’m given only one account option.Connecting it anyway, I have verified this is my LIVE account.I have even tried connecting while logged into Stripe with “test mode” toggled.How do I get to a step that lets me add my test keys?

672799
SamB
Community Manager
4 months ago
joep87
joep87Beginner
asked in Troubleshooting
Google BigQuery error: Value of type STRING cannot be assigned to invoice_amount, which has type NUMERIC at [1:195]

Hi,Hope you guys can help out. I’m trying to update an existing Google Bigquery table using this schema:When creating a Zap to update the table i’m getting an error when updating the numeric field ‘invoice_amount:The value of this field is ‘9.99’ which shouldn’t be a problem. I have the same error when writing to timestamp fields.You guys have any ideas what is causing this issue an how to solve it?Thanks in advance!

30388
SamB
Community Manager
4 months ago
P
Pri SchererNew
asked in Troubleshooting
ClickUp to Resource Guru: "Failed to create a booking in Resource Guru" Error from halted execution: The errors [object Object]

This post was split from the topic:  I’m with the same problem, but integrating with clickup

21
SamB
Community Manager
4 months ago
N
Nilsson DenverNew
asked in How Do I
How do I handle mixed VAT rates in Xero with Zapier line items?

I have 2 line itemsItem 1 is charged at a vat rate of 23%Item 2 is charged at a vat rate of 0%Zapier line item is “inclusive” of vat Shopify calculates total Vat correctly The line items both end up with 23% vat being calculated for both itemsShould beLine 1 -Gross Price €25, Net Price €20.33, Vat rate 23%, Vat amount €4.67Line 2 -Gross Price €25, Net Price €25.00, Vat rate 0%, Vat amount €0Xero calculates/displaysLine 1 -Gross Price €25, Net Price €20.33, Vat rate 23%, Vat amount €4.67Line 2 -Gross Price €25, Net Price €20.33, Vat rate 23%, Vat amount €4.67 Any suggestions/ideas/solution Thanks in adavance

91
SamB
Community Manager
4 months ago
G
GISSELANew
asked in How Do I
How do I import info from e-signed Gmail attachments to NowCerts policies?

I WOULD LIKE TO EXTRACT INFORMATION FROM E-SIGNED DOCUMENTS RECIVED TO MY GMAIL ACCOUNT AS AN ATTACHMENT TO CREATE A POLICY IN MY CRM (NOWCERTS).

92
SamB
Community Manager
4 months ago
O
o0timbo0oNew
asked in Troubleshooting
Failed to create a deal in HubSpot: Property values were not valid.

I’ve set up a rather  simple Zap .Each time an estimate is created in Zoho Books  , it triggers and creates a Deal in Hubspot.Primarilty for the directors to keep an eye on the pipe line.This is successful apart from when I want to add the person who created the estimate to be the person assinged the deal in hubspot.We have the same users in Zoho Books and Hubspot. The Zap has 2 options  a static list of users from Zoho Books ( no good because more than 1 person creates estimates). The second option is in the ‘custom’ section where I can select ‘Sales Person’Selecting Sales person is preferable as that is the variable I want to add to the Hubspot deal.Selecting this throws an error ..I have changed both users in Zoho books and hubspot to be 1 word with no whitespace.Now it also seems to be referencing an integer but fail to see any integers as account numbers ( of which they would be different for each application anyway so wouldnt work)Could do with a couple of pointers as new to this

122
SamB
Community Manager
4 months ago
J
jnp8893New
asked in Troubleshooting
How can I add a new worksheet to existing spreadsheet whenever a new spreadsheet is added to Google Drive?

Hi!ContextEveryday I get a report emailed to me that has a an excel file attached. I currently copy and paste the information from the only tab/worksheet on this report and into an existing google sheet with a new tab/worksheet for each day’s report. I want to automate this task so everyday when I get the email with the excel file, it will automatically add a new tab/worksheet to my existing google sheet. I have set up a first zap that successfully takes the emailed attachment and saves it as a g-sheet in a central g-drive folder.Issue descriptionI am having trouble getting zapier to find the most recent file and then copy the relevant worksheet to the appropriate spreadsheet.   Current steps1.) I’m using “New File in Folder in Google Drive” as the trigger.This seems to be working. When a new file appears in the g-drive, a new worksheet is created in my target spreadsheet, but it is brininging in the wrong data (I’ll describe more below)>2.) The second step I’m using is “Copy Worksh

191
SamB
Community Manager
4 months ago
K
KaibyoNew
asked in Troubleshooting
Linear labels are missing in the Zapier trigger

Hi Zapier community! I am trying to use Zapier for the following purpose:When a new Linear issue is added with a particular label, details of this issue are automatically added to a 'list' within a specific channel on Slack.I think I know how to get this to work, but currently my 'Labels' from Linear are not showing up when trying to set a trigger. Any advice?

271
K
4 months ago
A
ABrukNew
asked in Troubleshooting
Errors populating Cognito Forms with Salesforce data using Code by Zapier

Hi, I have an action that retreives multiple records from salesforce. I have a cognito form with a dynamic table and I want to populate the entry with the record data. I created a zapier code action with the following parameters and I am getting errors. I am not sure if I am going about this the right way and would appreciate any assistance.  Code by zapierEvent: Run JavascriptInput data: Records, RecordsCodelet records = inputData.Records; // Ensure 'Records' matches the actual field name from input// Check if records is undefined or nullif (!records) {  throw new Error('Records input is undefined or null');}// Parse records if it's a stringif (typeof records === 'string') {  records = JSON.parse(records);}// Ensure records is an arrayif (!Array.isArray(records)) {  throw new Error('Records input is not an array');}// Aggregate the data into the desired formatlet aggregatedData = records.map(record => {  return {    Name: record.Name,  // Adjust field names to match your specific n

4213
ken.a
4 months ago
A
accountingflowNew
asked in How Do I
How do I use QuickBooks Online new (bank) transactions as a Zap trigger?

There is a full list of triggers for Quickbooks Online. However, I need a new Quickbooks transaction to serve as a trigger and that is not an option.Is there a way to make new (bank) transactions from QBO serve as a Zap trigger? 

242
JammerS
4 months ago
T
Thinking OpsBeginner
asked in Code & Webhooks
Marketo Access Token being invalid even though it is still valid

Hi all, I’m having trouble populating a custom field in Marketo from Zapier as sometimes it will throw 601 errors for the Marketo API.Leaving some screenshots:API failed with a 601 error with the b0246… access token.Access token that was generated is valid for over close to 1 hour (time I was checking was 16:30) so this token was still valid.I recheck Marketo and it is the same token.I refresh the token from Zapier by entering the sequence and MANUALLY retrieving the token from Zapier. (Like I did in our call, manually retested the token inside Zapier)Token is finally valid as I MANUALLY retest the API POST request in the last step.It is not a Marketo issue, it seems to be a Zapier one. Token sometimes will work and sometimes won’t, like this example.Can anyone help? May it be some latency issue of the token not being properly inserted in the API call? Or maybe it will take some time to very that the token is indeed valid? Thanks​​​​​​

392
T
4 months ago
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