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30125 Topics
B
BjörnENew
asked in How Do I
How to loop from regexp extracted output list (to create individual new records in Airtable)?

Hi,I’m attempting to automate accounts payables reconciliation based on mail statements. The statements can contain n instances of a line (in Finnish) “NN has paid the invoice”.I get the raw text portion of the mail out, and get text strings extracted with Formatter’s Extract Pattern (regexp). The result is a “list” with Output 0...n as shown in the next image.  In the next step I attempt to use Loop these to then create a new record for each Output 0...n in Airtable. I have tried both Create Loop from Text and .. From Line Items, but I can’t get either to make sense.Is there something else I need to do to the outputs I have, before looping them? Rgds, Björn   

528
B
5 months ago
G
GeomadNew
asked in Troubleshooting
Instagram via Meta Business manager doesn't send leads to Zapier

Hi,we’re experiencing a lot of problems with sending Instagram leads to Zapier.Normally we use the Meta Business Manager correctly connected to Zapier, through multiple ad that all point to the same ZAP.  Some days ago, without any explanation, Facebook leads starts arriving correctly, but not the Instagram ones. We have rebuilt some flows from scratch but the problem persists.Zapier configurations like CRM on Bm are correct.It’s seems like Instagram failed to create a trigger for lead event. Any idea what it could be or about som check to do? Thanks,Nick

1332
ken.a
5 months ago
S
Sharlene CoachNew
asked in Troubleshooting
Wix Forms to Active Campaign Zap won't work

I am having a lot of trouble with my Zap from Wix forms to Active Campaign (collecting details). I have tried everything I can find to make it work.  The Zap test works, everything looks good and has all the right ticks.  But when I complete a form on my Wix website - nothing goes from there to my Active Campaign.  My support person from Active Campaign has the same issues.  Can you please help?

214
ken.a
5 months ago
M
meissa90New
asked in How Do I
How do I automate adding new Google Workspace emails to a specific group using Zapier?

how do i add an automation to my google workspace admin , when created a new mail i want this new mail to be added to a specific group in my google workspace this is what im doing now on zapier :first i add new user in google workspace admin trigger   then i added add user to group  i added the group i want from the list but then i have to add a specific email to be added to the group ( which this is not what i want )  i want to add the new email which will be created in the future ( which i don’t know it yet ) to the specific group . how can i do the automation which make every new mail in the future to be added to this group Thanks

563
ken.a
5 months ago
C
cwsBeginner
asked in How Do I
Sync ConvertPro form submissions with ConvertKit subscribers

How can I  Sync ConvertPro form submissions with ConvertKit subscribers using zapier , it says convertpro app is not supported 

185
ken.a
5 months ago
H
hitechaestheticsBeginner
asked in Troubleshooting
Share Instagram posts to Google Business - Not approved

I setup a Zap to trigger on new posts on Instagram and post it in the Google Business profile.  I connected to Instagram and the Google Business Profile. I ran a test and it looked like the process worked. Google did not approve the video for some reason. I’ve looked at the requirements and I think it meets the criteria. The videos are portrait as you would expect, not landscape. Would that cause it to not be approved. It doesn’t give any other information why it wouldn’t be.

16820
ken.a
5 months ago
R
Rebecca.1New
asked in How Do I
How do I set up a Zap to find new data in ServiceTitan to start a property claim in Encircle?

When I create a zap, run all the tests, the test data gets sent to the app I want it to in order to show me it’s working properly, but after I publish it, when the zap is running and looking for that new information, it only is looking for the test data specifically. How do I tell it to look for those fields, but not that exact data I used to test with?To be specific, the app I’m starting with is Service Titan, when a new job is created for a specific job type and business unit, I want to take the location information (name, address, unit #, city and zip) and job # And send it to my second app, Encircle, where that information I took from Service Titan will now start a property claim. My connections are all good, I have green check marks in all the steps and when testing, the test info goes over smoothly. Then when I write up a fake job to make sure it’s working, it either doesn’t work or it will populate the new job # it found, but with the test data as the name and address.

174
ken.a
5 months ago
G
gloheatingBeginner
asked in How Do I
How do I create a Zap to delete a row in Google Sheets when a Google Contact is deleted?

Hi, Is it possible to create a Zap so that when a Contact is deleted in Google Contacts, the corresponding Contact row is also deleted from a Google sheet that contains a ref table of all contacts? There doesn’t seem to be a ‘Contact deleted’ trigger for Google Contacts.   Thanks.

132
JammerS
5 months ago
C
chris_wandrianNew
asked in How Do I
How do I update child objects based on conditions and skip steps in Zapier for custom objects?

I have a parent-child relationship with two custom objects. for each parent object, it can have zero or more child objects, each with a name that is unique within the set of child objects for that parent.I would like to create a zap that updates the parent and then updates each child, with different children having different fields that need to be updated. As an example, let us say that the parent is Basket__c and the children are Fruit__c with the fields Name, SegmentCount__c, Peeled__c, RipeOnDate__c, Seedless__c, and BasketId__cFor Name == Banana I want to update Peeled__c and RipeOnDate__c but for Name == Grapefruit I want to set SegmentCount__c and for Name == Orange I want to set SegmentCount__c and Seedless__cDifferent Basket__c objects have different collections of Fruit__c in them.It is easy to use Find Record to find a Fruit__c with a given BasketId and a given Name and if it exists I can update it.  But if it doesn’t exist I want to skip the update step and move on to the ne

313
Troy Tessalone
5 months ago
J
juliebadiongBeginner
asked in How Do I
How can I add a unsubscribe button in Email by Zapier?

Hi All! This community is so helpful. Can I please ask another help.  Can someone help me adding an sending email by Zapier action on my Zap with an Unsubscribe link? Thank you so much!!

664
JammerS
5 months ago
H
Hamish235New
asked in How Do I
How do I set up a trigger in Azure DevOps and map changes to a task's progress field in Team Gantt?

I’m trying to create a Zap that updates a task’s progress in Team Gantt based on the 'roll up by task' percentage from Azure DevOps. Specifically, I want the Zap to trigger whenever the 'roll up by task' percentage for a work item in Azure DevOps changes, and then map this percentage to update the corresponding task progress in Team Gantt.Here’s what I need help with:Trigger Setup: How do I configure a trigger in Azure DevOps to capture changes to the 'roll up by task' percentage? Action Setup: What’s the best way to map this percentage to the progress field of a task in Team Gantt?

61
Troy Tessalone
5 months ago
S
sgffgsBeginner
asked in Troubleshooting
Unable to populate template fields in Docusign using Zapier

DocuSign fields for Name, Date Sent, and Signature are NOT populated at delivery when sent via Zapier. There is no mapping present in the Zapier edit view. The email is deliverable below but when the recipient opens the Docusign, the clickable fields are NOT present on the recipient’s end for Date, Name, and Signature. Instead, the recipient has to DRAG and DROP the fields themselves. This is too much friction for us. When we manually send the document in Docusign, the clickable fields are populated. Please help. https://zapier.com/editor/241541153/draft/_GEN_1721340505952/fields  

467
Troy Tessalone
5 months ago
U
uguNew
asked in How Do I
Delete matching values in two arrays with formatter steps only?

Without using any code steps can I take two line items of data 2556, 2820, 2100 and 2556, 2820, 2325 and then delete matching values between the two leaving only 2100 and 2325

133
Troy Tessalone
5 months ago
U
UpmediaNew
asked in Troubleshooting
Issue with Instagram leads not populating in Google Sheets via Zapier integration

Hi, I have a doubt. Since July 10, in different campaigns that we have integrated the goal form through Zapier, we noticed that the leads coming from Instagram are not falling into the Google Sheets where the goal form is integrated. The strange thing is that on the meta platform they appear all counted, but in the sheets from 10 onwards the Instagram ones do not appear.We reviewed the integrations of, for example, this integration made with Google Sheets, and everything is fine, before all the leads fell, both from Facebook and Instagram. Now those on Instagram don't fall. We wanted to know if something could be happening with zapier.Greetings and thanks!

601
Troy Tessalone
5 months ago
P
Paul T.New
asked in Troubleshooting
Zap Fails Trying to Add Members to Newly Created Slack Channel

I’ve created my very first Zap to do the following (see attached):Run on a specific day of the month Get the next month’s occurrence and format (e.g., July 18, 2024 → August 2024) Create a new, private Slack channel (my-channel-prefix-august-2024) Delay (I added this because I thought it might be needed for Slack to create the channel and return to Zapier) Invite specific members to the Slack channel ← fails here (Error from Slack: channel_not_found)The channel is created but fails inviting the specified members. I’ve seen similar posts but they’re somewhat dated so the UI is different. Can anyone share their thoughts on what I can do to resolve this?Many Thanks,Paul  

212
P
5 months ago
H
HexmansBeginner
asked in Troubleshooting
Filter by Zapier stopped incorrectly?

HiI’ve got a (I thought) pretty simple zap: If an order is placed in my webshop I execute a filter If the criteria is matched, it adds a row to a google sheetAnd that works. BUT; for some reason, some orders are not showing up in my google sheet. Thus I investigated it, and for an unclear reason, the filter criteria is not matched (and thus, the zap stops). But, I can literally see that the criteria is matched :)Here is a screenshot to clarify:   The checkout id is 152320. So the first condition is met. What am I not seeing? Thanks for having a look at it.Best regards,Stijn

272
H
5 months ago
A
amolkatariaNew
asked in How Do I
How do I send user data from Contact Form-7 on Wordpress to Bigin Zoho CRM via Zapier?

As I am running Google Ads for my website. So When a users visit to website through google ads and fill the form. I want to send that user data in Bigin Zoho CRM that submitted by User. As my website is built in Wordpress and using contact form-7 for form submission.Please let me know, how I can send the data through Zapier.

201
Troy Tessalone
5 months ago
D
dev_ttseNew
asked in Code & Webhooks
How to Loop through results of a Webhook Action

Hi folks, I was able to set up a webhook action to grab bill information from the LegiScan API and when I look at the data out it looks great. I see a visual representation of the data like it’s in an array for each search result: What I would like to do is set up a loop that does something with each item in the array searchresult.When I go to do any other action, what I have is separate line items for every piece of information:I also can’t take advantage of the Code action to group this information together because I’d have to add each of those results (9 pieces of information and 100 results = 900 variables). I’m not sure where to go from here to put each search result into Airtable rows. Anyone else run into this? Any help greatly appreciated!

1213
Troy Tessalone
5 months ago
H
HAPHRNew
asked in Troubleshooting
Facebook Pages error: No results were found.Try searching for something else.

I’m having trouble connecting my facebook page to Zapier, can anyone help? Error message:  No results were found.Try searching for something else.

61
Troy Tessalone
5 months ago
O
olazNew
asked in Code & Webhooks
GET in webhooks by zapier, incorrect parameters

Hello, I want to create a webhook by zapier that will search for deal in Livespace CRM using FPF number, which is added as an additional field. i’m getting an error ‘incorret parrameters’. I have no idea what else I can do, could someone more experienced help me?   

71
Troy Tessalone
5 months ago
T
Taxx SavageNew
asked in How Do I
How do I unzip files from SignNow and transfer them individually to HubSpot?

I need help to unzip the files that were uploaded from Signnow and we want to get these individual files to transfer to our HubSpot data. 

931
Troy Tessalone
5 months ago
Z
ZapstunterNew
asked in Code & Webhooks
Optimizing Zapier Workflow for Picqer to Notion Integration

 Optimizing Zapier Workflow for Picqer to Notion IntegrationHello everyone,I'm working on integrating Picqer.com with Notion using Zapier and would love some advice on optimizing my workflow to minimize the number of tasks. Here’s my current process:Picqer sends data to a Catch Webhook in Zapier. I need to format the data because some values need to be changed from a numbered ID to a Name. The Zap then creates a database item in Notion.I want to ensure this process takes the least amount of tasks possible. I'm considering using a queue system or combining multiple steps into one. Has anyone tackled a similar integration or have any tips on how to streamline this process effectively?Any advice on using Code by Zapier for the formatting step or other strategies would be greatly appreciated!Thanks in advance!

101
Troy Tessalone
5 months ago
I
Itec15New
asked in How Do I
How do I integrate Jotform submissions to SharePoint as PDFs via Zapier?

Good day Community Thank you in advance. We are trying to integrate Jotform to SharePoint via Zapier. The submissions via Jotform should ultimately end up in SharePoint as a PDF file.These are consent forms signed by customers on Jotform, and then should be accessed by our therapists in their respective SharePoint folder as PDF file. Is this possible and how do we achieve this?Currently we are doing this seamlessly via the Onedrive integration, but have recently migrated to SharePoint. We are running both now until SharePoint is set up 100%.Kind regardsItec

561
Troy Tessalone
5 months ago
Z
Zapricorn BotBeginner
asked in How Do I
Can I add/remove tags from subscribers in Klaviyo?

It’s me again! I was just in here asking something else (please don’t hate me).I think I know the answer to this, but is there any way to add/remove tags from subscribers in Klaviyo? I don’t see it in the Update Subscriber action, so I assume its not possible :(Any way around this at all? 

3794
SamB
Community Manager
5 months ago
R
ryanmillerhqNew
asked in How Do I
How do I streamline multiple client in Zapier using Zapier Tables?

I have an individual Zap for each of my clients. It’s a very simple Zap. It triggers when someone sets a meeting with them on Calendly, filters for a specific Calendly url, and sends me an email notification with info about my client and the invitee. It is the exact same type of Zap for each of my clients. They each have a different trigger (aka a different Calendly login) and a different filter (aka a different Calendly url), but the email format/dynamic fields are always the same. I am wondering if there is a simpler way to do it than creating a new Zap for each of my clients. I saw an email about Zapier Tables, can I use that to have all the different workflows in parallel? Any Zapier expert out there that can give me some advice?

201
Troy Tessalone
5 months ago
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