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25702 Topics

J
jecNew
asked in How Do I

Extracting a new lead name from an email

I’m working through a new ZAP. New leads (O365 email) trigger will eventually to create a contact and initiate a lead intake workflow: Office 365 email hits Lead Folder Formatter I’m trying to extract the lead name (not email address, that would make life so easy) from the content of the email address. Once I’ve isolated the leads name, I’d like to verify that lead with our CRM wealthbox, (Find/ create contact) From there, I’d like to start a workflow within wealthbox to intake the lead. Can you advise a best practice that allows us to gather just the new lead name data in an HTML formatted email? Thank you!  

3
Danvers
3 years ago
J
JaxNew
asked in How Do I

Linking Canva to social media accounts

Hi everyone, I am new to Zapier and still trying to come to terms with what it can and cannot do.I am currently creating posts in Canva, uploading them to a scheduler and that paid-for scheduler posts them for me. The scheduler is expensive and still uses Zapier to connect to Instagram. My question is this:- Is it possible to use Zapier to link with Canva and post directly to Social Media platforms, including Instagram, without using the scheduler?Is this something the free version of Zapier would support or does it need the paid-for version? I don’t mind either way if Zapier can save me money in comparison with my current scheduler

1
Troy Tessalone
3 years ago
N
Noel MoradoBeginner
asked in Troubleshooting

ClickUp error: Failed to create a task in ClickUp > The app returned "Value must be an option index or uuid".

We would like to create a task on ClickUp after our clients submit their task in ManyRequests. Currently, we have connected ManyRequests and Google Sheet and mapped each fields to corresponding columns in the spreadsheet.Next, Google sheet is connected to ClickUp and all columns are then mapped to existing ClickUp fields including custom fields. My problem is everytime I run and test the trigger/action, I always encounter an error stating that it Failed to create a task in ClickUp > The app returned "Value must be an option index or uuid".I am relatively new to Zapier and I don’t know how to troubleshoot this error. Where could the error lie? from Manyrequests to G-sheet or G-sheet to ClickUp. I noticed that some data from ManyRequests when added on the Google sheet has a <div> tag in it. Example of this is the Description field. Could this be the reason for the error?Any input you may have is highly appreciated. 

4
N
1 year ago
E
EliCBeginner
asked in How Do I

How to upload specific attachment from Gmail to G Drive

Hi All,  Have some little problem here Right now i manage to have a Zap set up that is working 95% of the time, unfortunately i am having problem with the remaining 5% of the time My Zap is scanning new email that contain attachments and sending it to G Drive before sending it to the cloud printer. Unfortunately,When a .pdf and a .png (in the form of an email signature) gets uploaded to the Drive, Zapier Zip them together and the next process gets halted I dint see a way for me to specifically tell my zap to just upload .pdf files .Is there any work away with it?

8
J
4 years ago
F
fluittsolutionsNew
asked in How Do I

Don’t understand where to find the Google Sheets Row ID

Hello,I have read multiple historical posts on this issue, but I still don’t get it…What I’m trying to do: When a new event happens in Stripe, update/create a row in Google Sheets.It, of course, is asking me to map a “row ID,” but no documentation explains:Is it looking for a field literally called Row ID? Or is it simply referring to a reference or function of what field I choose to be the Row ID? Does it want the row ID that my Google Sheet has automatically created? Does it want some ID field that Stripe is creating to be imported into Google Sheet? Does this row ID info “talk” from Google Sheet to Stripe or from Stripe to Google Sheet?And, I seem to be caught up in a loop. My Zap includes:Trigger: New Event in Stripe Action: Find or Create Row in Google Sheets Action: Update Spreadsheet Row in Google SheetsBut, every time I try to complete Action: Update spreadsheet Row in Google Sheets, it always loops back to making me create a NEW action to look up the row in Google Sheets so I

3
Troy Tessalone
2 years ago
H
hawkinsckNew
asked in How Do I

WordPress 403 Forbidden Error

I’ve tried 3 different websites on 2 servers but I cannot get Zapier to let me to customize the zap. I cannot choose a Status.  https://share.getcloudapp.com/X6uzGgXD Video: https://share.getcloudapp.com/04uKz7Bx I get this same error for each website. For one website, I turned off ALL plugins and whitelisted the IPs on the server. I still canot get it to work. (The frustrating part is that I have a presentation on Saturday and I wanted to demo it.)

7
J
3 years ago
P
PravinNew
asked in How Do I

Field named `access_token` not found in OAuth2 results

I am trying to use Zap Stripe+Zoho CRM.I was able to integrate with Stripe but I am getting following error when I am trying to connect with Zoho CRM,Field named `access_token` not found in OAuth2 resultsAny help is appreciated.Regards,Pravin 

1
Troy Tessalone
3 years ago
D
d.parvanovaBeginner
asked in Code & Webhooks

Action that returns multiple items - how to loop through them

Hello,I’m having troubles to set up integration for an App that has API. The goal is users to be able to create Zaps with that integration that run once a day, week or month. So the first step from the Zap should be “Scheduler from Zapier”, right? The next step from the Zap should be an action from integration and this action makes a GET request to the app’s API and returns multiple items(persons) like this:{  "1": {    "id": "1932",    "first_name": "Test1",    "last_name": "Test1",    "email": "test1@gmail.com",    "birthday": "1987-08-04",},"2": {    "id": "1933",    "first_name": "Test2",    "last_name": "Test2",    "email": "test2@gmail.com",    "birthday": "1987-09-05",}}What I can not figure out is How to make the Zap to  loop through elements of this object and run the rest of Actions for each of them. I tried to make an action of the  integration to return an array of objects but run into an error saying that an action should return an object instead of an array. I read about

2
D
2 years ago
K
KCEOBeginner
asked in How Do I

Zaps are not triggering with Google sheets

Hello All,I have 4 Zaps that were triggering after yesterday afternoon, so I know they all work. THey all have a filter as the 2nd step and the 1 st step is to trigger when a specific coulm of the spreadsheet has been edited. At the 2nd step if the filter finds the right values I put in that column only that zap would continue. It was working, as I wanted to be able to update other sheets based on the particular zap that continues. Now, none of them worked again the rest of the day and this morning.I have turned zaps off and on. (Still not working)I have gone back in and tested the filters. ( Still not working) I have cleared the cell in the column and opened the sheet again, and placed the info in again. (Still not working) I tested other Zaps that are not theses because I an experienced Zapiest on this App and they are working so I know it is not my account. (Still not working) Never had this issue before.  I have no errors showing on my Zaps.  I have reached out to customer support,

15
Danvers
3 years ago
C
C123New
asked in Code & Webhooks

Webhook POST embed to Discord not including all information for the request

I have created a custom request to POST embedded messages to Discord, as per the below:Webhook is setup and working now after using Headers: Content-Type application/json to remove the bad request errorBut the message in discord only displays at the content line - can anyone help

4
C
2 years ago
K
KenzaiBeginner
asked in How Do I

How do you associate a HubSpot Product to a Deal as a Line Item?

i am trying to set up a Zap that adds a HubSpot Product as a Line Item to a Deal, but don’t know what the correct sequence should be - do I first ‘Find Product’ or ‘Find Deal’? And then ‘Create Associations’?  Also, when I attempt to ‘Find Product’, I’m not seeing any options to specify the search parameters based on any existing HubSpot ‘Product’ Properties:  When I attempted to ‘Create Line Item’ earlier, I received the following error:  The messages notes that there may be a ‘Scoping’ issue, and that HubSpot may not be granting full access to all of the required objects (i.e., Products & Line Items in addition to Contacts and Deals): https://developers.hubspot.com/docs/api/working-with-oauthAny advice is greatly appreciated!

7
A
2 years ago
A
Arkadiy
published in Code & Webhooks

Need help with Google Docs/Sheets generation from JSON

Hello Zapiers!In our system we generate orders and we want to let to our customers to automatically generate few docs related to such orders. All docs has templates (customisable) and we need to fill different templates with dynamic data.For example, we need to put {ORDER_NUMDER} {ORDER_DATE} {CLIENT_NAME} {ORDER_SUM} to different docs, like: contract, invoice and report. Contract is Google Doc, Invoice – Google sheet, and report is Google Doc too. Then we need to generate PDFs from this docs and email it all to few emails.1. Is it possible to solve this complicated logic with Zapier?2. How would you do that? (any advice or examples, if possible)Thank you so much!

25666
jesse
4 years ago
TheMT
TheMTBeginner
asked in Troubleshooting

Failed to create a conversation in ChatGPT: Exceeded your current quota. Please check your plan and billing details

When I use ChatGPT  I have a new account I use 0/1000 from my Tasks info : I have a free account on zapier and chatgpt

13
Troy Tessalone
19 days ago
T
TheFloristFarmNew
asked in How Do I

How to get the featured image URL - Wordpress to Instagram

Hi there,I’ve set up a Zap to share new Wordpress blog posts to Facebook. This shares the link which displays on fb with the featured image, gravy. I’d also like to share this on Instagram - however within the post data from the wordpress post there’s no image URL I can find. Just the “wp:featuredmedia href" which is: https://URL.com/wp-json/wp/v2/media/194 Can anyone help? How do I send a .jpg file image URL for the featured image from Wordpress to Zapier? Cheers,Ben

10
janosch.hrm
3 years ago
T
TdastaNew
asked in Code & Webhooks

Can I generate OAuth access tokens to make an API call in Zap?

I’m trying to make an REST API call to an app that uses OAuth2 for authentication. I need to be generate an OAuth Access Token to make an API call in Zapier. OAuth tokens expire so I would need to run it each time the zap is triggered. Is there a way to do this in Zapier?

11
mixelpix
2 years ago
H
hannah LBeginner
asked in Code & Webhooks

Formatting json data from webhook into text

What is the best way to get this json response into a format for my next zap?Right now i am getting back a jsob blob that looks something like  I want to take this info coming from my webhook response and map the fields into an Action for a CRM, but i can’t figure out a way to easily transform that info format wise.  

17
Troy Tessalone
1 year ago
V
vb4Beginner
posted in How Do I

Unable to verify that your connection has access to the Firebase/Firestore project

I'm new to Zapier and quite experienced when it comes to Firebase. But unable to create a task in Zapier I'm certain that I have entered my correct project id.I have been searching for same questions and answer but can't seem to find one. This seems to more of a problem on Zapier rather than Firebase.

4
nicksimard
3 years ago
N
NielsGeoBeginner
asked in How Do I

Create new user Wordpress password field, how to generate random password?

Hi, I am trying to set up a zap with the action to create a new user in WordPress (Trigger: new Typeform). However, it requires me to fill in a password, which means every new user through this zap will have the same password. This is of course not something you want and highly insecure. Is there a way to let it auto generate a password, which will be send to the newly created user afterwards? If not, this zap seems not to be an option in any case, or an I missing something?Thanks in advance! Cheers,Niels

6
GetUWired
2 years ago
B
BarryENew
asked in Code & Webhooks

How do I pick off a child key

Hey Everyone, BACKGROUN INFORMATIONI’m currently building a zap using a webhook as the trigger. Below is a sample part of the payload I would be receiving. attributes:default_nameTony Starkdefault_emailtony@starkindustries.comAskaQuestion_Subject-LineHow much does this service cost?default_sourceappdefault_urlnulldefault_avatarnull I’m trying to use the webhook pick off child key feature to pick off default_name , deffault_email and default_Subject-Linefrom the payload so that only those items will be listed lower down in my zap. QUESTONHow do I write the syntax code in the Pick off Child Key field to accomplish this. Thanks in Advance :)

3
Troy Tessalone
1 year ago
AndrewJDavison_Luhhu
AndrewJDavison_LuhhuZapier Expert
asked in How Do I

Auto-filling webforms with Zapier (or another tool)

So I have a client with a custom-built CRM that doesn't have an API.Developing one isn't an option right now - so instead they are looking for options to auto-fill and submit some input forms they've created.Anyone have any experience/suggestions about this?

12
AndrewJDavison_Luhhu
4 years ago
Bellevuefineart
BellevuefineartBeginner
asked in How Do I

How do I add line items to an invoice in Quickbooks?

I start with a Jotform and pull the data from there. It works fine.  Create a dropbox folder and share it. Fine Search for client in Quickbooks. If not found, create new client.  Create invoice with multiline support.  create second line in invoice using update invoice. Take invoice ID from step 6.  create third line in invoice using udpate invoice. Take invoice ID from step 6. The problem is that the invoice doesn’t get updated with a new line, the first line gets overwritten each time. How can I achieve making a multiline invoice?  

5
Bellevuefineart
3 years ago
Mitch290
Mitch290Beginner
asked in How Do I

Can I change the model to GPT-4 and utilize my plugins in Zapier's chatbot?

Hey Guys, can someone help me change the model to GPT4. I have a paid account and set up the billing on the API. However I cant get the GPT 4 option. Secound question If I use the GPT 4 model on the Zapier chatbot when it proccess the prompt will it use the plugins I have installed?? Thanks a lotMitch

26
SamB
Community Manager
7 months ago
T
TeamUltraBeginner
asked in How Do I

Uploading attendee list to Eventbrite

Hi,Any idea if Zapier supports uploading a list of attendees to a previously created EventBrite event? The format of the source file can be csv or almost anything else. I can find a way to do this in Eventbrite or anywhere else.ThanksDavid.

6
T
3 years ago
A
ArnoldasBeginner
asked in How Do I

Has anyone figured out how to do Embeddings with OpenAI integration?

The usual workflow for embeddings is to bulk embed a bunch of documents and then use those documents to compare against the question.I don’t understand what the “Documents” stand for here. It seems I should just have the original strings to search against? Or is it my embeddings file that I can insert here. In that case - how do I link it here?  

14
christina.d
1 year ago
O
OtterbotNew
asked in How Do I

Embedding an image from Google Drive into Gmail email

Hello! I absolutely love your product! Unfortunately I don’t know how to code HTML but am slowly learning.I have read the Embedding images in the body of an email in Gmail thread but was still not able to do it.I am trying to embed an image in my email from my google drive.I have been largely unsuccessful. The furthest I have gotten is either a link to redirect to the image or I get a blank square where the image should be. I have switched the body to be HTML. I thought this code looked right. What am I doing wrong? <iframe src="https://drive.google.com/file/d/1Qo9_1KJ8vByoaAhvcPLhZ8cX4mvbFV2I/preview" width="640" height="480" allow="autoplay"></iframe>

11
Troy Tessalone
2 years ago
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