Skip to main content

Home
Get Help

Get Help

Find answers to your questions. Ask the Community for help or hire someone to help you.

28292 Topics

Newest first

Recently active Most replies Most views

Leif LauridsenNew

asked in How Do I

How to Collect Files from Dropbox or Google Drive Before Sending to ChatGPT

This is surely a very simple question and yet I have not been able to find the answer anywhere. I would like to upload a number of image files (.png) to ChatGPT and get ChatGPT to analyse them together. However how do I send all the files together, rather than one at a time? This is the very simple setup that I have attempted, but ChatGPT considers each file separately, and send an e-mail with the output from each request.

asked in How Do I

How can I automate adding correspondence from Drippidy to Salesmate?

Hello, Comunity.I have a task like automating the addition of leads from Drippify to Salesmate CRM.I have already figured out in the initial step how to connect with Drippify and automatically add leads + custom noteIs there any way to automate adding correspondence with a person from Drippify to CRM?It should look like step 4 in the chain in the photo.

asked in Troubleshooting

Gmail to Notion: Message URL goes to the first email in a thread

I have successfully set up a ZAP that imports specifically labelled emails into a Notion table. The ‘Message URL’ attribute that Zap pulls in from Gmail does however not link to the email message it’s associated with; it links to an earlier message, typically the first email in a thread. Any tips?

asked in How Do I

Can I dynamically create Zaps based on form inputs?

Many of my clients have similar use cases. Instead of manually replicating a zap and entering their information to the different steps (login information, API keys, etc.), I would like to create a form in which they enter such information, and then dynamically create new zaps based on such information.Is that somehow doable? Isar

asked in Troubleshooting

Zap not populating recipient's email address in DocuSign envelope

Beginning on Sept 17 and continuing today the Zaps appear to be successful but the recipient’s email address in DocuSign envelope. The envelope is created in DocuSign and uses the correct template/form but the email has no one in the send to field.

asked in Troubleshooting

Zap to recognize new Google Sheets each month for Slack notifications

Currently I have a zap that uses a specific google sheet and every time a certain column gets updated with the checking of a check box it will send a slack notification letting us know that the item has been checked off. This has been working great. The only issue is, I don't want to have uncheck all the boxes at the end of the month. So I had the idea of create a zap to help with this. I have a zap that every month it renames and moves the current used file to an archive folder within google drive and then copies and renames a template file so the file is blank to start every month. This seems to be working well. We use this doc to track items throughout the month and then when the next month starts we want to start fresh. I have tested that and it works The issue I am running into is getting the slack automation zap to recognize the newly created file every month and send the slack notifications from that new google sheet. The google sheet is named the same but obviously the ID chang

asked in How Do I

How to automate custom follow-up emails for clients via ChatGPT & Zoho CRM using Zapier?

I'm trying to figure out how to use Zapier to automate a task that has become very daunting for me. Here's my current process:- I have a first meeting with clients to discuss the custom engagement ring design they have in mind. - After the meeting, I enter all their information into Zoho CRM. - I then use ChatGPT to create a recap of the meeting and send it to the client. - Every week, I follow up with a personalized email, crafted using ChatGPT, for up to 10 weeks. These emails are customized, not generic, but the process is time-consuming. - I’ve been trying different Zapier suggestions to automate this process for almost 3 weeks, but I haven't been able to achieve the desired result.What is the best way to streamline this process? Please help. Thank you.

asked in How Do I

How to pull shared links for files in a folder from Box into Google Sheets?

Hello! I’m hoping someone has some solves for the workflow I’m trying to create.I need to pull the shared links from a Box folder (that will change depending on the project that initiates the automation) into a Google Sheet. Whether it’s 2 files in the folder or 50, each shared link should be given a line, and ideally the information on the other lines automatically fills in with the same information as the first line (so that the only thing different for each row is the shared link for the different files).Also, is there a way to find a folder based on the Folder ID from the URL? After testing, Zapier still gives me an error in finding the folder.I’m fairly new to Zapier, and I’m not finding this functionality anywhere, but I’m hoping there’s some kind of way.

asked in How Do I

How do I transfer contacts from Go High Level to Practice Better using a free account?

I want to transfer the contacts (and all their information) that will fill up a form on our go high level website to be transferred to practice better. How to do this in a free account?

McadwellBeginner

asked in How Do I

How do I add a step that listens for a zap error in a previous step?

I get this error (Error message: Could not create record of the "Lead" ) on my action creating a Salesforce lead a lot, due to certain fields not being populated, or being populated incorrectly based on my companies Salesforce validation rules. During that action of creating the lead, I add the lead being created to a campaign in Salesforce as well. Even if the lead can’t be created, I still want to add the new prospect to a campaign. How do I go about building that zap so even if that error occurs and it can’t create a lead, I still have it set up where the zap can add the prospect to a salesforce campaign? I believe I just need an action that will listen for that error message and then filer down a path if the error occurs. Then, from there just add prospect to campaign. My question is what is that action that will listen for that error?

asked in How Do I

How do I transfer booking information from Calendly to a SquadCast recording using Zapier?

I was able to set up a Zap from once a client schedules a time that it creates the session in Squadcast. What I am not able to figure out is how to get the details of the show to the client with a Zap. I have reached out to all the places and have come up empty-handed. If you have a solution I would be so grateful to learn.

asked in Troubleshooting

Facebook Conversions for Business Admin Error: The app returned "API calls from the server require an appsecret_proof argument"

I get an error every time I try to hook to Facebook Conversions for Business Admin: The app returned "API calls from the server require an appsecret_proof argument"Is there a fix for this?

asked in Troubleshooting

Error Code PS038 In QB When Trying to Payroll Update

Hello, community! I'm encountering QuickBooks Error PS038 while updating payroll. This error prevents me from processing employee payments. I've tried restarting the software and verifying my payroll setup, but nothing seems to work. Any tips or solutions you can share to resolve this issue would be greatly appreciated! Thanks!

asked in How Do I

How do I use the 'New Message in Folder' trigger in my Outlook365 integration with Zapier?

I saw this posted here by @SamB a while back and saw this one and others, but I don't see this as an option for my outlook365 integration with filter by zapier trigger. Can you advise?I have good news - a new has New Message in Folder trigger been added which can trigger on new emails that are added into a specific folder! If you do give that new trigger a try and run into any issues please let us know in the Community or get in touch with our Support team and we’ll be happy to help. In the meantime, happy Zapping!

asked in How Do I

How to extend GPT classification to newly added raws

Hi everyone. I created a Zap with the following structure: 1) every week the trigger is activiated2) formatter is used to create a “previous week” -7 days3) parsing data from Apify as CSV4) formatter is used to split CSV into separate columns5) save 3 columns (stars, comment and date) in an existing Google Sheets file6) chatgpt is used to classify the data from column “comment” 7) add this classification to another column “category” of the existing Google Sheets file for each newly created raw.The problem is that I do not get the classification generated by ChatGPT for each batch of newly added raws but only for the last of them. I do not understand the logic how Zapier is going to add it to all newly raws if I refer to only 1 single Raw ID…Would be glad to get help from you. Step 5 Data in Google Sheets

OHDevDirectorNew

asked in Troubleshooting

Stripe links all donations to one individual in Bloomerang

Somehow every time a transaction/donation occurs in Stripe my scheduled Zap ties it to a specific individual in Bloomerang that did not make this purchase. I must have picked the wrong field?I use Stripe for invoices and direct payment links for upcoming events. Now I have 9 transactions in Bloomerang linked to one individual that did not make these purchases. What did I do wrong in my zap and how do I fix it?

asked in How Do I

Add same emoji from reaction to message in Slack

Hi there! I’m new to Zapier and I’m facing a problem that seems easy at first.Here is the thing : I use 3 services at work and I want my coworkers to let me know their status by reacting to message in slack.Here are the 3 messages :Service 1 : ✅ working Service 2 : ❌ not working Service 3 : ✅ workingI want the text to be edited depending of the last reaction used. I only want to use 4 states for my services :✅working ❌not working ⌛restarting 🔧working on itI tried using a ‘New Reaction Added’ trigger and leave empty the text field in Configure > Reaction.Then I would like to edit the text like that : Service 1 : {emoji from reaction} I tried using a path but in ‘New Reaction Added’, under Test, I have to select one record.In Path Conditions > Configure & test > Only continue if… I can select a reaction but even if I have 4 paths, I’m only able to see that same reaction so every path are running when publishing the Zap. I tried with “if > Exists” and “if > (boolean) I

asked in How Do I

How do I automate invoice creation in Xero from MS Dynamics Sales Professional?

I want to automate creating an invoice in Xero when I create an invoice in MS Dynamics Sales Professional, but Sales Professional is not listed. Has anyone done this before please?

HowardForsterBeginner

asked in How Do I

How to stop email from being sent if a criteria is hit

I have a sequence as follows;Google row added / updated Email sent via outlook Delay of 3 days 2nd Email Sent via outlook Delay of 3 Days 3rd Email sent via outlookI now need the emails to stop if the person i am emailing replies at any point during the sequence.Can anyone give me any advice on how to set this up pleaseThanks in advance for any help givenHoward

asked in How Do I

How do I pull invoices from Xero to HubSpot to create deals?

Hi all,We are looking to pull invoices from Xero to HubSpot via Zapier to create deals in HubSpot so we can then report on financial data in HubSpot. Reason being, we have a system where invoices are created in an inventory management system that push to Xero (and we can’t change that process) so want to be able to pull the invoices into HS to create deals and the report on those deals. Mostly because there is loads of other data being created in HS and their report building function is a great feature. Question, there is a ridiculous amount of fields that can be added from Xero via the Zapier integration, what would be sufficient fields (or required only fields) to successfully make this process work. Has anybody else done this process? TIAHeath

posted in How Do I

Is it possible to integrate Printful in Zapier?

i could not find Printful app when i tried to create a zap

asked in Troubleshooting

Connect Squarespace Form to Monday board so it pulls files

I’ve connected a Squarespace Form via Zapier to Monday.com successfully, BUT - The Squarespace form includes the option to upload file(s). That field does not appear to be connected or an option and I cannot figure out if it’s possible or how to connect it? Does anyone have any experience with this type of connection that can help?

asked in How Do I

How can I create a Zap that emails Xero purchase orders generated from sales invoices?

Hi, I have a multi-step Zap that is firstly creates a Xero purchase order from a new Xero sales invoice. So far so god. But I need to then email that purchase order.I’ve tried pdf.co to HTML to pdf and it was too complex for me to work out.I tried using a Google Doc template so I could then pdf that and email it. I can’t figure out how to add the purchase order lines into the google doc. Each purchase order line component populates all results in single fields.I thought I’d cracked it when I added Xero upload attachment but I get an Authorisation Error when I go to email the file.I would be grateful for some advice as to how to get this working via any method in Zapier. Thank you.

asked in How Do I

Slack new mention triggers even when a word is mentioned in a private channel?

Hi there,I am new to Zapier and I just set up the “New Mention: Triggers when a username or highlight word is mentioned in a public #channel” zap to create a new record in Airtable.I understood this zap will only run on public channels, not private ones. The current zap is only 2 steps.The highlighted word is “kudos.” While it is triggering, it is also triggering on private channels, which I do not want. See screenshot below of where it ran the zap: As you can see, it was sent to Airtable: Anyone know how I can make this zap run only on public channels (not private channels) without adding an additional step/filter? Screenshot below is my current Zap set-upThanks!

asked in Troubleshooting

Help Needed: Uploading a PDF from DocuSign to Egnyte in Zapier (Issues with File Handling and API)

Hi everyone, I’m currently working on a Zap that takes a signed document from DocuSign and uploads it to Egnyte in PDF format. Here’s what I’m trying to achieve and the issues I’m facing: What I’m Trying to Do: 1. Trigger: Once a document is signed or completed in DocuSign.2. Action: Convert the signed document (byte stream) from DocuSign into a PDF.3. Upload: Send the PDF file to Egnyte using the Egnyte Upload API.Docusign Envelope completed->DocusignApi activated->upload to egnyte. What I’ve Tried: • I am receiving the byte stream from DocuSign correctly.• I’m trying to use Code by Zapier (Python or JavaScript) to process the byte stream and upload it to Egnyte.• I attempted the following approaches:• Returning the file directly using Code by Zapier.• Converting the byte stream to base64 and trying to return the content to use in subsequent steps.• I also tried encoding the file in Python, and returning the file object with fields like filename, content, and contentType. The Pr

1
2
3
4
5
...
1132

Page 2 / 1132

Powered by Gainsight

Terms & Conditions

Sign up

Already have an account? Login

Use your Zapier credentials

Log in with Zapier

Log in to the Community

Use your Zapier credentials

Log in with Zapier

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK