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asked in How Do I

Adding Multiple products to a deal in Pipedrive

Hi How do I community. I have created a Zap between Shopify and Pipedrive to create a deal in PD for every order in Shopify. I am now trying to then link products to the associated deal, using the search I can find multiple product(s) but when it comes to adding, there is only the option to add “a” product not multiple. It is therefor failing to add any on orders where there are moth than one. Any help with this would greatly appreciated.Thanks Tom

TitanBenBeginner

asked in How Do I

How to trigger a Zap for updates to a row in Google Big Query to populate data in a Google Doc?

Hey all, I am working on a Zap at the moment using Google Big Query and google docs.I have a zap that when new rows are added to a query it populates data in a google doc, this works really well for new rows being created, but what if it is just an update to a row… this is where I am stuckI hoped I could use Updated Row trigger from BQ to trigger the start of the flow but nothing seems to be happening. I think it might be to do with these two fields highlighted but I am not sure

asked in How Do I

How to get the label of an account in Dynamics 365 and not the id ?

Hello there,I’m trying to post new messages in Teams with information on opportunities available in Dynamics 365.The connection is active between these two apps. However, I have 2 unsolved issues : - I only retrieve an id for the account in Dynamics- I only retrieve an id for the salesperson linked to the account in DynamicsThe question is when an opportunity is closed in Dynamics 365 CRM, how to retrieve the account name using the account IDThanks for the tip

brilliantopsBeginner

asked in Troubleshooting

Zapier bugged out and overcharged me tasks. Customer service is completely useless. Please help.

I’ve been in contact with Zapier’s customer service for over a week with an agent who is failing to listen to my concerns and who is giving me false information. I’ve lost my patience.Last week, one of our automations bugged out and used up over 26k tasks, when the normal amount is around 1.4k. The Zap in question runs once a day, and uses a loop. I checked the parameters of the loop -- there are 5 tasks in the loop step. Zapier limits loops to 500 iterations. At most, I should be charged around 2500 tasks. Simple math, right?The Zapier CS agent willfully ignored this concern. She just kept repeating the same instructions about how to view the tasks for a given date range. I patiently showed her over and over again that I already knew how to do this. Back and forth for over a week. Waiting a day between emails to get a response.I thought this would be a simple fix -- just acknowledge the error and refund the tasks. We pay Zapier a good amount of money -- why is customer service so comp

asked in How Do I

What is the difference of the concept between Filter and Search Step?

I think it’s working similarly. What is the big difference between them?

asked in Troubleshooting

Using unofficial WhatsApp and leaking my personal information

I've recently encountered a significant concern that I believe needs immediate attention. In my search for a dependable way to engage with my customers via WhatsApp, I stumbled upon what appears to be unauthorized services hosted on Zapier. Understanding that Zapier values privacy and security, I was surprised and concerned to discover services that access user correspondences in a way that is explicitly prohibited by WhatsApp.Upon further investigation, I realized the necessity to verify the authorization of each service to use WhatsApp, which is when I discovered two services operating without apparent permission from Meta. This discovery raises a critical question: How many more such services might be present on Zapier?I have to further check each service to make sure they actually have permission from Meta to work with WhatsApp. And how big was my surprise when I found 2 pirated services.Here they are:- whatsable- 2chatHow can I not worry about the security of my data if you provid

earlywork_teamBeginner

asked in How Do I

How to continue zap only after the previous step is complete

Hi everyone! 👋I’m trying to build an invoice-sending system that uses a combination of Hubspot, Airtable and Xero. Invoices are sent every month and the data for the invoice is populated in the Airtable. Our customers are paying us in monthly instalments and I want to automate the invoice-generation and sending processThe ideal workflow looks like this 👇Contact in Hubspot joins a contact list Record with contact’s details are created in Airtable Team is alerted in Slack Team member needs to go into Airtable to add details for the invoice and verify contact details are correct. Once certain fields are populated…. Start loop by numbers so that the invoice can be sent for a set number of months. Create Xero in draft Team member approves xero invoice Once approved email out the invoice to the contact Delay until next month I’m running into a few issues (which are quite similar)Step 5 - once certain fields in Airtable are populated. Right now I have a filter to check if the fields ex

lukasz_dBeginner

asked in How Do I

How to capture "redirect_url": from Stripe?

Hi, Is it possible to capture "redirect_url": value from stripe using zapier?I’m creating subscriptions for products and I’m using redirect_url to keep the track of the products my customers are subscribing to.I have an airtable with links to stripe payment links with different ?utm_campaign=all the products have different campaign value to keep track of what product customer chose (simple glideapp frontend fed by airtable Banging my head and can’t find the "redirect_url" value in my test zapier data Lukasz

asked in Troubleshooting

Facebook Offline Conversions The app returned `{"message":"This event has no customer information parameters, or it has a combination of customer information parameters that is so broad that it is unlikely to be effective for matching.

This post was split from topic: I’ve been dealing with this for over two weeks. The workaround doesn’t work for me. I keep getting this error:

jamesbBeginner

asked in Troubleshooting

Notion's Files & Media" fields not showing up in the Zap.

Hello,I’m working on an integration between Notion <> Zapier.All seems to be working fine except in my Zap settings some of my fields are not showing up, namely “Files & Media” type fields.I wanted to simply pass an Image URL to my Files & Media fields, which works very well in any other type of data input.I just don’t see these fields at all on my Zaps.Any thoughts?

34MLBeginner

asked in Troubleshooting

Odoo error: XML-RPC fault: Access Denied Console logs

Hello Sir, Our connection between formidable form and Odoo was working good till we activated 2FA for Odoo, it not show this error “Error: XML-RPC fault: Access Denied Console logs:” Is there any way we can fix it without disabling 2FA in our Odoo account? Thank You!

asked in Troubleshooting

YouTube error: Due to spam, YouTube video uploads are limited for non-paying accounts.', None

Hi Everyone,Why I’m returning this error when I tried to upload a video from zapier to youtube?('Due to spam, YouTube video uploads are limited for non-paying accounts.', None)Thank you

rwuBeginner

asked in Troubleshooting

Zap not triggering when new public video is added to YouTube playlist

anyone else affected by this bug: zap not triggering when new public video is added to youtub playlist? I mean this is such a great feature but it doesn’t work all the time, can you please fix it as I heard this is an old bug that just need more users to file a complaint. Thank you.

asked in How Do I

How do I automate Microsoft Outlook updates to show in Microsoft Teams via Zap?

HelloI’m looking for an automation flow between Outlook and Teams. The case: we have 35 employees who use Outlook and Teams. We’re looking into the matter if it’s possible to automate the process of people who work from home, have a holiday or sickness and display a message in Teams.So ideally we should have a message in Teams sayingHomeworkName person, Name person, name personHolidayName person, name Person, Name personSickName person Anybody experience with this kind of automation via Zapier?

nakamuraBeginner

asked in Troubleshooting

Unable to set custom fields in Zoho CRM

Zap, which I have been using for two years, suddenly started giving errors.The contents of the zap are as follows.①Get the email text using zapier email parser.②Create a new lead in Zoho CRM based on the retrieved information. I checked the Zap history and found this error.「Cannot read properties of undefined (reading 'length')」When you enter the Zap edit screen, the custom field item disappears, causing an error like this.「Heads up! We noticed some extra fields in your Zap that don't seem to be used. This could be caused by changing custom fields or temporary outages. You can clear them out if you suspect they are causing problems!」Is the custom field setting in Zoho CRM gone? Also, if there is an error, how can I resolve it?

Anthony71Beginner

asked in How Do I

How do I correctly insert 'hashtags' and 'images' data to an Airtable row via a Zap?

Hello, I need your help to insert data into an Airtable via a Zap.I'm able to retrieve the 'caption' data for each row of the table, but I'd also like to insert the corresponding 'hashtags' data as well as the 'images' rows from the table, but I'm having trouble with this. It concatenates them all together even when there are no hashtags or images, it still includes them... Can someone help me with this? Thanks you

leedennyBeginner

asked in Troubleshooting

Formatter is only sending one selected option from Gravity Forms to Fibery.

I am trying to connect Gravity forms to FiberyThe gravity forms has a multi select field with options: display1, display2, display3The fibery input only accepts the ids for each input: number1, number2, number3I have created a formatter lookup table to change display1->number1, display2->number2, display3->number3However it only seems to be sending out one option into fibery not all of the ones selected!

OrangeRentalsBeginner

asked in Troubleshooting

ActiveCampaign error: The app returned "Contact id or email is required. (422)".

Hi! I've been trying to resolve this error for quite a while now, and I've encountered the following issue: whenever a user chooses not to input their email address, I receive an error message. Additionally, I don't have any options to input the ID or Contact ID from ActiveCampaign. As a result, I'm unsure about what steps to take to address this issue.Step 2. Create or Update Contact in ActiveCampaignThis ActiveCampaign step hit an error.Error message: The app returned "Contact id or email is required. (422)".

asked in Troubleshooting

After connecting my instagram for business account, the "Instagram Account to use" drop down won't load any results. I

I have linked a Facebook page with a linked Instagram business account to Zapier. When I go through the login process I ensure that all permissions are enabled, and verified that it is in fact a business account, and the the account is linked to the Facebook page I have logged in with. As I click through the login process the Instagram for Business account is selected as one of the accounts to give Zapier permission to access. When I build the zap and reach the menu where I choose the Instagram account to publish a photo to, there is nothing listed in the drop down. I have tried refreshing, I have tried linking the account over and over and tried it in a private browser. I also tried manually entering the Instagram Account name in the field where it asks for which account to use but none of these work. Any ideas on how to fix this?

sahil.exchangeNew

asked in How Do I

How do I send TradingView Alert Charts automatically to Telegram?

whenever the tradingview alerts was come automatically send a chart snapshot to our Telegram channel

asked in How Do I

Selecting individual label to send to Notion

I am setting up an integration between Gmail and Notion and there are issues:Selecting which gmail label to send: In Gmail i have a label called Notion and sub-labels for each of my clients. When setting up the zap and selecting what to send over from the label there are multiple labels listed, such as INBOX, IMPORTANT, PERSONAL, Notion, Notion/Client1 and it sends them all over. Is it possible to only want to send over the label with Notion/ in front of it? Or better yet would be possible for it to select Notion/Client1 and then only send over the text after the “/” (i.e. Client1)? Filtering out message history: by default the text from the body that is being sent over includes the message history. Is there a way to filter that out? Or maybe filter out lines preceded by >?

Drew DallonsNew

asked in Troubleshooting

Getting a 404 error when trying to move files from Dropbox to a SharePoint folder.

I’m trying to create what should be a simple Zap. I want to have clients upload documents to Dropbox through a share link and then move the documents to a Sharepoint folder at our company’s Sharepoint. There is an existing zap for this. The Dropbox connection is fine and works, but the Sharepoint connection always gets a 404 error even though it is seen in the Zap builder. I’ve changed the folder in Sharepoint to “anyone with a link can edit” but it doesn’t seem to be able to place the Dropbox file there.

asked in How Do I

How can I use a change in Jira Assignee as a trigger to create an Asana task via Zapier?

I am trying to use Zapier to help with a Jira Cloud <> Asana integration. My goal is that if a Jira issue is assigned to a specific user, that Jira issue is then added to Asana as a task. However, when I create the trigger “Update issue” within Zapier, the only option I can see is to utilize a change in Status versus a change in Assignee. How can I use an update in Jira Assignee as a trigger to create a new task in Asana/is this currently possible with Zapier? Thanks!

MftBeginner

asked in Troubleshooting

Trouble with complete data transfer from Monday CRM to Zoho Books via Zapier.

I have a problem with connecting Monday CRM with Zoho books, the items that I added to Monday should move automatically to Zoho books, but the problem is, that item moves not full, moves only name and last name, but I have a lot of additional information like address, phone number and a lot more, and this data don't moving to Zoho, please let me know how can I fix this problem.

asked in Code & Webhooks

Zapier and Klaviyo

Goal: To clone and existing working Zap that integrates with Klaviyo to add new subscribers.I have an existing working Zap that is updating a list in Klaviyo via an optin page (using a Webhook) in Optimize Press.I attempted to duplicate the working Zap, created a new webhook, added that webhook to a new optin page in Optimize Press and for some reason none of the emails arrive into the list from the optin page.I am seeing one email in the list and I believe it was the test email done when editing the Zap to make sure everyting was configured properly.I am receiving just a first name and email address and when I try the old optin page to the old list, it works fine but the new optin page to the new list in Klaviyo does not receive any records.I’m baffled and need some guidance on what to check for. Thanks,Billie Schofield

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