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28050 Topics
A
Ability LinksBeginner
asked in How Do I
How do I upload a user's photo from a form response to an AITable.ai attachment field using Zapier?

Hi, I’m currently getting a form response which includes the user’s profile photo how to I go about uploading their data to AITable with the attachment? So far all I can do is create a new entry with all the text data as the attachment field does not show.The create record using only text fields.The AITable datasheet does has an attachment fields as can be seen.

1
Troy Tessalone
7 months ago
J
JSC1982New
asked in How Do I
How do I dynamically increment/decrement a Salesforce field based on new purchase quantities from Chargebee?

I’d like to increment/decrement a number field in SFDC via Zapier.Example: Customer purchases a number of ‘units’ in our app.  Zapier picks up the new invoice from Chargebee, which includes the quantity purchased.  I’d then like to find that customer’s record in SFDC and increment the ‘units_available’ field that quantity amount.Any recommendations folks?  Thanks in advance!

1
Troy Tessalone
7 months ago
K
kb8641New
asked in How Do I
How do I add a "+1" to a 10-digit phone number for a Zap to add a new subscriber in Klaviyo?

This is very similar to the already answered question in this link: https://community.zapier.com/topic/show?tid=8089&fid=3. However, I don’t want to have to go through a GSheet. If I have to, can someone walk me through how?My desired Zap: Every time a lead is created in Dubsado, it will convert into a new Subscriber in Klaviyo. (Then Klaviyo will be able to text them automatically about their inquiry form as they are a lead from a form.) However, Klaviyo is requesting Zapier to add the +1 to the 10 digit phone number my client entered. Much like the other poster, that would be a weird, clunky UX issue for the client, so I’d rather not need them to add it. How can I best and as simple as possible achieve the desired affect of having a 1 automatically added to their phone number? I already tried just hadcoding a 1 before the number in the Zap and it doesn’t seem like that’s working. Thank youi!

1
Troy Tessalone
7 months ago
TORLEY
TORLEYBuilder
asked in How Do I
How to text an image as a trigger?

I’m using Twilio as a trigger and see it can handle SMS text messages and voice calls (that get transcribed), but I’m not seeing a “text this image and send it further”.Does anyone know a workaround for this, or is it a limit?

5
Troy Tessalone
7 months ago
D
DrakulahnBeginner
asked in Troubleshooting
HubSpot error: Invalid input JSON on line 1, column 40: Cannot deserialize value of type 'long' from String

I am trying to use a Zapier table to reference a specific email based off the extension that answers when a call comes in.This then is supposed to assign the engagement in Hubspot to that persons email.I get the data fine from the table part of the Zap, but I get an error when I try to send the data to Hubspot.Here is where I have the info placed in the Zap:I have made sure the format matches that of the Assigned to field when the data is to be sent.Does anyone have any idea what I need to do to get this working?

3
ken.a
7 months ago
J
JaniceDNew
asked in Troubleshooting
Clio is triggering on Open matters instead of Closed in my Zap.

I’m trying to use “Matter Status Update” in Clio Manage to trigger an email when the status is changed to “Closed”. I created the zap but when I test it, it’s pulling files that are “open” and I’m not sure why.  It appears that I’m using the correct Event & Trigger, Zapier just isn’t pulling the right information. Can’t seem to find anything about that in the troubleshooting.Any assistance would be greatly appreciated!! 

5
ken.a
7 months ago
A
ajmwregNew
asked in Troubleshooting
Missing Locations from Google My Business

How can I pull more locations from my GMB account? I have over 100 successful zaps for different locations through GMB. We recently created 10 other locations but they’re not appearing as an option to choose from. I’ve tried reconnecting to my GMB account, but I still don’t see the new locations. Is there something that I’m missing?

1
Troy Tessalone
7 months ago
A
Alex AbNew
asked in How Do I
How do I configure a Zap to send both email and name data from Squarespace sign-ups to my Brevo email list?

Hi there,  I have a Zap that sends sign-ups on our website (Squarespace) to our email list (on Brevo), so that they automatically receive our newsletter. (I have this Zap in 3 versions, as there are 3 spots on my site where people can sign up.)However, for each of these Zaps, only the email addresses of sign-ups on Squaresapce are making it into the Brevo email list, even though when people sign up they leave their first and last names. I can go into the back end of Squarespace and see that this data is being captured there. [I’ll attach 3 screenshots of what I think are the key parts - if you need more, please say).Please can you tell me how to make the Zap send email addresses AND also first and last names? I tried something but it failed, so I'm completely stuck! I’m new to Zapier, so don’t assume any technical prowess ◡̈  Thanks in advance!

8
R
7 months ago
Justin-at-Singenuity
Justin-at-SingenuityBeginner
asked in How Do I
Zapier: Hubspot Deal --> Create a Ticket in Zendesk: How to pull in associated Contacts & Companies?

Hi, I am using Zapier to automatically send an email/create a ticket to Zendesk when a Hubspot Deal’s stage is changed to “Live & Installed”.  The trigger and Zap is working correctly and I am able to include some property information into the body of the email/ticket (as seen above), but I can’t seem to find the tokens to include the Hubspot Contacts & Hubspot Companies associated to the Hubspot deal (highlighted below).  Should they be in Zapier’s “Insert Data” (below)?  Thanks!Justin

3
Troy Tessalone
7 months ago
S
Steve Ram MechanicalNew
asked in Troubleshooting
Unable to set up company-wide alerts in Procore for specific tasks via Zapier.

I am trying to setup email notifications when certain tasks are completed across all Procore projects in our organization. The problem is when I create my trigger event I must select a specific project. Since we are a contractor our job list is always changing so I need some way to set a company wide alert system when say a Transmittal is completed, or any Transmittal created by “John Smith” is completed it notifies our Accounts Payable department. 

1
Troy Tessalone
7 months ago
S
studiotrNew
asked in How Do I
How do I ensure automatic CSV updates overwrite existing spreadsheet data in Google Sheets without duplication?

I have a CSV file that is automatically updated. I need the data in this file to overwrite the data in the spreadsheet. Currently I have managed to import the data correctly with the action "Create Multiple Spreadsheet Rows in Google Sheets" but every time the activator starts, the data is added to the first free row, thus duplicating the data. I attach two screens for further clarification. How can I do this?Screen CSV inputScreen Spreadsheet output 

2
S
7 months ago
A
AR-OMNew
asked in How Do I
Upload Jotform form to an Acuity Scheduling client profile, using email as the unique ID

We are a spa and take appointment bookings using Acuity Scheduling. The forms feature in Acuity is not great so we would like to create a form using Jotform. Now the challenge is how to connect the appointment in Acuity and the form content in Jotform. I am trying to build a process where:TRIGGER: New Jotform submission  ACTION: Find client profile in Acuity by matching the email address that is common in both applications ACTION: If email matches, add the details captured in Jotform into Acuity. I’m open to ideas on where the data goes. The staff would love the PDF to be attached to the latest appointment, but anything that could work would be great.Right now everything I try fails. Should something like this be possible? Thanks!

1
Troy Tessalone
7 months ago
M
MichelleTBeginner
asked in Code & Webhooks
Adding Associations to a HubSpot Custom Object Record

I am using the API request action in Zapier to create a record for a Custom Object in HubSpot, and also trying to create one association to a Company. When I test the step, the creation of the record works perfectly, but the association is not being created. Am I doing something wrong? Any help would be greatly appreciated! Below is the JSON of how I’m making the record and also trying to create the association:PS. I have also tried to create the association on a separate step, but it says that the action I am trying to take is out of scope. Even though I have added all of the necessary things to the HubSpot private app. 

5
M
7 months ago
A
alexandreaakNew
asked in Troubleshooting
Can't see "File (exists but is not shown)" option when moving Google Docs

Hi! I am trying to move one google doc that it saved in a folder to another google drive folder. It seems like I have it set up correctly but the issue I am running in to is that in the file section I don’t see the option of (1. File (exists but is not shown)). From what I understand I need to select that option so that the zap will pick up every single document and move it to the correct folder. Help please! 

9
Troy Tessalone
7 months ago
G
GAISBeginner
asked in Troubleshooting
Pipedrive 'Find Organization' not returning metadata (but a $HOIST$ field)

Recently we’ve run into an issue that only sometimes arises, where a ‘Find Organization in Pipedrive (3.6.1)’ will only return the following fields in Data out - when the Org is found:ID $HOIST$ Zap Search Was Found StatusThis only happens sometimes, and the other times it will correctly return all metadata from the Organization in Pipedrive. The $HOIST$-field however is new and contains a long string between “hydrate|||” and “|||hydrate”.I see no pattern in this as it will work one time and fail another. See images below - one with the issue and another working as intended. This is an issue as I’m using some of the data returned to determine next steps in the zap.Any idea if somethings changed in the integration or if something is setup badly? 

5
Troy Tessalone
7 months ago
C
CardinalBeginner
asked in How Do I
Zapier Logic or Google Forms Logic?

Hello!My company collects most inbound lead data from our website via a webform. That information is passed to our phone answering service (PAS), who proactively calls the lead back. This company also answers the phone when you dial our number on the website.If the lead fills out the entire form on our website, I currently catch that data via webhook in Zapier as the trigger. I save the information the lead filled out into Google Drive and create a folder based on the address they submit.If PAS then gets in touch with the lead, PAS completes a Google Form and submits that. The Google Form completion is the trigger for a different Zap, which also creates a folder by address for the lead.If PAS does not get in touch, they have a different path they follow in the Google Form, but the Zap still creates a folder and populates information. The challenge I am running into is the process creates multiple folders, which can be confusing when trying to follow up with the lead.My ideal solution w

13
Troy Tessalone
7 months ago
G
Gustavo NettoBeginner
asked in Troubleshooting
Zoho CRM error: The app returned "Auth is expired. Please reconnect here.

I am having the same issue with ZOHO CRMThe Auth is expired. Please reconnect here.I tried reconnecting multiple timesTried deleting apps from zoho to connect again.But nothing works  

3
Troy Tessalone
7 months ago
S
Simon1130New
asked in How Do I
How do I obtain user Google/Microsoft authentication in Zapier to send emails through their approved mail account?

Hi, dear Zapier Support,I’d loved to know whether I can integrate zap workflow with my mobile app or web-app. We want to send email using users mail account (with their approval). We need user's google/microsoft authentication to acquire access to their mail account to send mail through their account using zapier. Is there any chance that we can do this using zapier or zapier platform? Is OAuth2 on Zapier platform aim to solve this?Looking forward to your reply.Really appreciate it.Simon Lin

1
Troy Tessalone
7 months ago
K
KrishnamohanNew
asked in How Do I
Send Whatsapp Confirmation Message To Google Form User.

I want to create one zap as followsUser will fill up the google form. ( Name , Mobile , Email etc..) Once form is submitted use will get a confirmation link in Whatsapp and Also at the same time should get an email with link.Here i am not able to send whatsapp to User via Zap as i don’t see any option. Leave answer if you have tried this. 

1
Troy Tessalone
7 months ago
F
foxesmatBeginner
asked in How Do I
Create a more attractive pdf using data from a PDF or Microsoft Excel file

When a customer completes a form, we get a pdf/excel format document export, however the layout of the document is poor. I am looking for a way to take the data from either the pdf or excel file and add it to a clearer laid out pdf file. Does anybody have any experience with this or had to do something similair?  

3
F
7 months ago
TORLEY
TORLEYBuilder
asked in Troubleshooting
Bug? Adding emoji to Zap folder blanks the name... not supported?

I like using emoji across different tools, but in Zapier, if I add an emoji to a Personal/Shared folder name and hit Enter, the title goes blank after a second.How do I report this as a bug? Can support for emoji be added so it’s easier to visually organize Zaps?  

1
Troy Tessalone
7 months ago
3
34MLBeginner
asked in Troubleshooting
Connection between Formidable form and Odoo not working

Hello Sir, There was connection between this form in our site https://34ml.com/start-project/ and our Odoo account to ad leads in Odoo once formidable form submitted, this connection is no more working and we tried to create new zaps and connections but still not working! Thank You!

3
Troy Tessalone
7 months ago
P
PHGBeginner
asked in How Do I
Why is Zapier adding data from row 560 in Microsoft Excel and how do I reset the start row to 2?

New to Zapier - have created a trigger to add a new row to an excel spreadsheet. Other than the first row of headers, all the excel fields in the sheet are empty. Yet Zapier is adding new fields from row 560 and counting upwards as the test or zaps are created? How do i reset the start row to say 2 or understand why this is happening as the excel empty row should be 2?

2
P
7 months ago
J
jes108New
asked in How Do I
Can I email my existing Kajabi list(s) via Flodesk?

I have an established mailing list and several courses all hosted on Kajabi. I’ve just discovered Flodesk and love the fresh templates but I’m having trouble figuring out how to set up the correct Zap to achieve what I’d like to use it for. Is it possible to create a Zap that will enable me to send beautiful emails from Flodesk to my mailing list(s) on Kajabi? I have seen examples of Zaps to trigger Flodesk emails upon purhcase in Kajabi or form submission - but what I would primarily like to test is if it’s possible to mail our greater list on Kajabi. Thanks for your support in advance! 

2
J
7 months ago
B
bjornolsenofficialBeginner
asked in Troubleshooting
Unable to connect Zapier account to Shopify store "Zapier could not connect to your account"

Is anyone able to help me with the following issue? I created a shopify store with the “Creator” theme and installed the Zapier app.However, when I go to sign in to the Zapier account in order to connect it to shopify it comes up with the following error upon entering my shopify URL into the text field. Oh, foo.Zapier could not connect to your account.Perhaps you declined access?Or it could be a temporary issue. After messaging Zapier support they asked me to try switching store themes and then retry, but I was met with the same issue and am still unable to connect my Zapier account.Has anyone else encountered the same problem?

4
B
7 months ago
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