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30091 Topics
T
thetruffleboxNew
asked in Troubleshooting
Kajabi: The app returned "email is already taken"

This has been asked for another tool but I wasn’t able to get this to work for GHl/Kajabi.An existing client purchased a program from us today via a FB ad that is linked to our GHL, but because they already have a Kajabi account, the zap spit out an error and didn't  give the client access.I went in and manually granted the user access and they probably aren’t aware it even happened as I granted the offer within minutes of the order because it popped up while I was checking emails, just luck on my part.In the Kajabi integration, there are only three events, Create Form Submission, Grant Access to an Offer or Revoke Access to an Offer so I can’t use any of these to search for the user in Kajabi BEFORE creating an account for a new user in case their email exists.I’m not highly skilled with Zaps yet so wanted to come ask the community because my efforts are failing.If needed, I can remake the Zap to use the form submission but I’m reluctant because other than this issue, everything is wo

641
Troy Tessalone
6 months ago
S
ShannonDBeginner
asked in How Do I
How can I create a State field from zip code

I have lead forms coming from Facebook, pushing into Salesforce. The forms have Zip but no State. Salesforce will not input the zip code because it doesn’t have the state info.How could I lookup the state by zip and create new ‘State’ field in my existing form before sending it to Salesforce.FYI: I know nothing of programming, but Zapier logic makes sense to me.Thanks,Shannon D

853
Troy Tessalone
6 months ago
M
Mbeintema1New
asked in How Do I
How do I search for the monday.com board name instead of the board ID?

I fetched the board information, however I need to search box.com folders by board name, rather than board id.I only see the option of board id using the get board values action. where do I find board name

293
Troy Tessalone
6 months ago
M
Mbeintema1New
asked in Troubleshooting
Unable to find the option to create a shared link to a file to post on Monday.com

I can’t find an option to create a shared link to a file so I can post it to Monday.com 

192
M
6 months ago
C
csystemsBeginner
asked in How Do I
How do I attach a completed DocuSign PDF to a Zendesk ticket?

I built a zap that monitors when a DocuSign envelope is completed which then updates a Zendesk ticket. Within a Zap, is it possible to pull a completed PDF document from the DocuSign envelope and pass it along as an attachment to the Zendesk ticket?

342
C
6 months ago
M
micahdasmaBeginner
asked in Code & Webhooks
Dehydrated MP3 file missing file extension

We are using Zendesk as a CRM platform and users are able to call in and leave a voicemail for us to respond to. Zendesk already has that voicemail recording as an mp3 file and I am attempting to forward that recording into Slack. The issue I am having is that after I use the Zendesk API to retrieve the call recording, when the file is dehydrated in Zapier it is missing the file extension of `.mp3`. I can manually update the file extension once it’s downloaded and the recording is there and works, but that is not a scalable solution. This is the full Zap  Step 2 gets the ticket details which includes the URL to download the .mp3 file.Step 3 takes that URL and executes a GET request which generates the file  Step 4 then takes that file and shares it via slack   All of this mostly works, but the file that gets downloaded when I click the link in Slack is missing the .mp3 file type If I manually update the file extension to be .mp3, the file is able to be opened successfully as an mp3 fil

576
M
6 months ago
M
micahdasmaBeginner
asked in Code & Webhooks
Issue sending file via POST Webhook

I am attempting to create a Happy Fox ticket (Help Desk software) using the Happy Fox API with an attachment included. I have been able to get the request to succeed using Postman, but have not been able to get it working with Zapier. When running the zap, the ticket will get created with all the correct information, but the attachment will not go over. Looking for any ideas on how to troubleshoot this!Here is the webhook step setup  Webhook step setupWhen executing that step, I get the following ticket created If I create a similar request with Postmanm using this setup I get the ticket created with the correct attachment The cURL command to create this ticket that I was given by Happy Fox support is as follows curl --location 'https://[Redacted]/api/1.1/json/tickets/' \--header 'Cookie: [Redacted] \--form 'client="1"' \--form 'category="1"' \--form 'text="This is a ticket created via API using multipart/form data"' \--form 'subject="Test with Audio File"' \--form 'attachments=@"/User

371
M
6 months ago
V
Vera-91New
asked in Troubleshooting
Error status 502 on Sendgrid action 40058

I’ve setup a simple ZapierWebflow form (2 fields) to Zapier to Sendgrid (add to contacts of a list) Now it keeps on happening that the step to Sendgrid fails on most (not all) of the new form submissions. I’m on launch day so a lot are coming in and now i’m adding them by hand and trying to fix this in between so all help is welcome! <3  

317
Troy Tessalone
6 months ago
D
DavidCoryNew
asked in How Do I
How do I update Asana records from Azure DevOps changes to ensure valid task ID linkage and manage multi-records?

I am new to Zapier and am playing with the integration of Asana to Azure Devops using Zapier as the intermediate step. I have a zap set-up to create a new Asana record when I create an epic in Azure Devops. I have tried to create a second zap that will then update the Epic record when anything changes in Azure Devops but am strugglging to find the right actions. During the Update Task in Asana it asks for a Task ID  But not clear what you use here to ensure the link is valid.Alternatively, I tried to select “Add search step” which adds “Find Task in Project (Legacy) in Asana” but it is confusing which “Task Name” field I need to select to make it work bearing in mind I will have hundreds of records.  Any advice on the right steps to take?

151
Troy Tessalone
6 months ago
D
dev helalBeginner
asked in Troubleshooting
How to send custom fields in GoHighLevel ?

I already added the custom fields on GoHighLevel but I don’t know how I can map them on zaiper action to save on GoHighLevel contacts 

2923
smittym
6 months ago
C
csystemsBeginner
asked in Troubleshooting
Unable to trigger Zendesk new ticket or update ticket events.

I was able to create two Zaps – one that triggers when a new Zendesk ticket is created and the other when an existing Zendesk ticket is updated. However the Zaps only get triggered when the person creating a Zendesk ticket or updating an existing Zendesk ticket is the Zendesk administrator. That appears to be the case because the Zendesk admin account was what I used to connect to Zapier. Tickets created/updated by any other Zendesk user DO NOT trigger the Zaps.After reading various posts, the only workaround appears to be using the New ticket in View event. That kind-of works for new tickets. But my use case requires the Zap to be triggered on Zendesk ticket update.I’d like to know if I am missing something in my configuration or if indeed, this is a limitation of using the new ticket or update ticket events. 

1162
C
6 months ago
A
Andrej MitasBeginner
asked in Troubleshooting
Facebook Lead Ads to Copper and to then to my e-mail (Gmail)

Hi guys,  I have a problem with my Zaps. (Facebook Lead Ads → Create Lead in Copper → Send Email in Gmail). I would like to send leads from Facebook Lead Ad to Cooper and then I want to get notification on my e-mail that my new lead is in the Copper. I tested these steps and they were successful but in live mode a didn’t get any leads to cooper and any notification on my e-mail. Can you help me solve my problem?  Thank you. Step    Step Step My zap runs:   My leads from Facebook campaign:  

495
A
6 months ago
O
Oscar-CBeginner
asked in How Do I
How do I automate Teamwork tasks with Zaps triggered by specific board column moves?

Hey everyone, I’m trying to set up a Zap in Zapier to trigger when I move a task on my Teamwork board from “To do” to “In process”. There’s an option in Zapier for “Task moved”, but it doesn’t seem to work when I move tasks between these columns. I think the “Task moved” trigger might only activate when a task is moved to a completely different list, not just between columns. I also tried the “Task updated” trigger, but that didn’t work either. Has anyone else dealt with this or have any tips on how to get this working? Any help would be awesome! Thanks,Oscar

395
Troy Tessalone
6 months ago
C
cpusamarketingNew
asked in Troubleshooting
Failed to create a loop in Dotloop: Select an individual profile

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.I am trying to create new loops via jotform integration.However, when linking my dotloop account, zapier gives me an error when choosing an admin profile. The error says “Failed to create a loop in DotloopSelect an individual profile”But I am selecting a profile, I have to use my admin profile so it goes to the right place. When I select “default profile” it creates the loop correctly but since it’s not my admin profile, it does not go to the right place.Dotloop support offered no help and said since they allow the connection through zapier, the issue is on their end. 

93
Troy Tessalone
6 months ago
Henri
HenriNew
asked in How Do I
How to capture specific registration dates from Zoom registrants and send to Mailchimp?

Hi all, I'm trying to set up a zap that triggers when someone registers for a recurring zoom meeting. When registering, someone can choose from a list of dates which he/she wants to attend. I want to connect that registrant information to Mailchimp. For mailchimp automation, I need to get the specific date on which the registrant subscribed in Zoom, but it seems I can't get that specific date from Zoom. How can this be made possible? Kind regards, Henri

1122
SamB
Community Manager
6 months ago
D
DelRicht ResearchNew
asked in Troubleshooting
Information missing from Facebook Lead Ads

 We’re experiencing an issue on several zaps that link Facebook Instant Forms to Gmail. We use Zapier to notify us via gmail when a facebook lead has been submitted, and then pass that info on to a client management platform and Mailchimp. For the most part everything works as intended, however on maybe 10% of leads some information from the Facebook form will be missing from the email. On those leads, they also do not import properly into our cms.    This is what the zap is set up to pass on. This is what the zap is set up to pass on, and for the most part the emails we receive look identical to this. ​However some of the emails come through like this, missing the campaign and ad name. What could be causing Facebook to omit this information? Is there are step we can take to correct this?

372
SamB
Community Manager
6 months ago
L
LuismgarciagilNew
asked in Troubleshooting
Failed to create a transcription in OpenAI (GPT-4, DALL-E, Whisper) The app returned "Unauthorized".

Hello, While trying to use OpenAI for transcript a voicenote I get a an error message saying “the app returned “unauthorized’. I don’t know why, I have credits in my openAI account, and the API key has no restrictions. I thought it could be the file extension or the  weight but I discarded it. Voicenote is in mp3 with around 16MB. My integration uses googledrive to find the file in the folder, and then from it a get the url that i provide to OpenAI. 

441
SamB
Community Manager
6 months ago
elin
elinBeginner
asked in Troubleshooting
Fresh KDS error: Cannot read properties of undefined (reading 'split')

Hi! I’m trying to integrate Shopify and Fresh kds. What I need is that a when a new order comes to Shopify it get sent to Fresh KDS.  I alway get an: Cannot read properties of undefined (reading 'split') Can you help me with what I’m doing wrong :-) Thanks.  

28811
SamB
Community Manager
6 months ago
M
MelindaBeginner
asked in How Do I
How to transform the Stripe charge created tag into a date?

Hi,I want to set up a Zap in order to keep track on the failed payment attempts in Stripe, but I am struggling with the charge date. On which way can I transform the information of the tag (1717194660) into a date?Is it the right tag I am using, or should you use a different one?The connection I try to set up is between Stripe and Google sheets.Thanks a lot!  

84
SamB
Community Manager
6 months ago
A
AqlanNew
asked in Troubleshooting
Odoo error BaseModel.search parameters count more than 5

In setting up Odoo self-hosted zap, I face this error:Failed to create a create project task in Odoo ERP Self HostedFault (code BaseModel.search() takes from 2 to 5 positional arguments but 6 were given) occurred. Message: Traceback (most recent call last): File "/opt/odoo/odoo/addons/base/controllers/rpc.py", line 138, in xmlrpc_1 response = self._xmlrpc(service) ^^^^^^^^^^^^^^^^^^^^^ File "/opt/odoo/odoo/addons/base/controllers/rpc.py", line 127, in _xmlrpc result = dispatch_rpc(service, method, params) ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ File "/opt/odoo/odoo/http.py", line 391, in dispatch_rpc return dispatch(method, params) ^^^^^^^^^^^^^^^^^^^^^^^^ File "/opt/odoo/odoo/service/model.py", line 35, in dispatch res = execute(db, uid, *params[3:]) ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ File "/opt/odoo/odoo/service/model.py", line 65, in execute res = execute_cr(cr, uid, obj, method, *args, **kw) ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ File "/opt/odoo/odoo/service/model.py", line 50, in

253
SamB
Community Manager
6 months ago
N
NAAMANew
asked in Troubleshooting
Zap halted after Jotform update: Data flowing, but Pipedrive sent blocked

We have an issue whereby  the data is flowing as expected and and being collected as it should, however, because of an enforced zapier update (which we are not able to see the details of) the requests there are being blocked which prevents the zap from running and finishing the final piece of the integration > to send the data to Pipedrive. This is having a huge impact on our business and although we have logged a ticket with premier support we are getting zero response,  Please can we be advised on what we need to do?

162
SamB
Community Manager
6 months ago
O
OguzYilmazNew
asked in How Do I
How to let team members use their own accounts for Tasks in a shared Zap?

Hey people, maybe I’m just not finding it, but I would like to have following: I have a Zap with several Steps and one is using Slack.I want to share this Zap with my team members.My team members don’t have to do anything other than just connect their Slack account with Zapier. And depending on the Trigger of the Zap and/or other conditions in the Zap, the used accounts in that Zap would change dynamically. Is that only possible when all team members share their accounts with the team (or at least me as the Zap Owner?) The example in practice would look like this: Once a week, every Task from the team members’ ToDoIst app should be checked for tasks with a specific tag. Because it includes their private boards as well, it needs to be their individual accounts.Those Tasks should be summarized and sent via their own Slack account to a channel. So for that it also needs to be their individual accounts. Would love to get some input. Maybe I’m just blind. :D Thanks and take care,Oğuz

245
SamB
Community Manager
6 months ago
V
VicMaNew
asked in Troubleshooting
Issue with connecting Jotform

Hi, I have tried updating my zaps to the new jotform version, as required. However, since I touched the zaps they no longer work (since yesterday, when they should have still been working with the old version, I guess). When I try to fumble my way through how to do this update I have done following: found the big blue update button, pushed it twice, reselected new submission as trigger, when asked to reconnect done this step a million times (yes, exaggeration), when this led to an error, I tried the reconnecting link above (to no avail), I tried to add connections from the connections tab (reconnect, test, add new connection - all of it failed with error messages. Since I also looked into jotform and jotfrom says that the connection is green, I no longer know what to do. Please help.

2647
SamB
Community Manager
6 months ago
J
Jon HallBeginner
asked in Troubleshooting
Microsoft Excel error: The app returned "You do not have permission to open this file in the browser.".

Hi, All steps that involve Excel are currently erroring in all my Zaps. It's giving the error: The app returned "You do not have permissions to open this file in the browser.". I've 'Tested' and 'Reconnected' Excel in Apps. I've tried creating a new Zap with an Excel step (using both the existing and a newly added Excel connection) and it doesn't produce anything at the 'Worksheet' stage (having successfully selected a 'Spreadsheet'). It seems to be the same error detailed at https://community.zapier.com/troubleshooting-99/connecting-to-excel-is-giving-you-do-not-have-permissions-to-open-this-file-in-the-browser-32095 I've been in contact with Zapier help and they have only been able to suggest that I check the Share setting in Excel but all that seems to do is add an email got shared access or generate a share link a I don't see how that would help. Any help with what to do to get this working would be appreciated :) Jon

172338
Z
6 months ago
Parascheva1014
Parascheva1014Beginner
asked in Code & Webhooks
How to find out what a Zap's webhook url is?

This post was split from the topic: Zapier Utils: Find Zap by Webhook URL [Chrome Extension]How do I do the inverse? If I have a zap setup how do I find out what the zap’s webhook url is?

12474
Troy Tessalone
6 months ago
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