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25399 Topics

F
FrankPBeginner
asked in Code & Webhooks

Upload File & Send DocuSign Envelope to Customer - INVALID_REQUEST_PARAMETER

I am looking to automate the sending of PDFs to customer to retrieve a signature from them, trying to lock down the meat of the automation before adding in better triggers & other actions which will help us customize the emails & write back to our CRM. This is the start, when a new PDF is added to a specific OneDrive folder, Upload that PDF to DocuSign & send out for signature.  From here, I use the file found in step one and upload to DocuSign. There are very few fields so I am not sure why I am getting an error     Failed to create an envelope using document in DocuSignCould not create signature request: INVALID_REQUEST_PARAMETER: The request contained at least one invalid parameter. A document was defined without setting the 'name' field. I am not sure where to set the ‘name’ field as I don’t see it anywhere as an option. Could it be something with our DocuSign account? Like we dont have a level that pays for Webhooks?

1
Troy Tessalone
6 months ago
B
brandsbybrieNew
asked in How Do I

How can I send initial and follow up emails to multiple emails?

Hey guys! I’ve read through some of the other posts, but still can’t seem to make this work. I have a spreadsheet with a list of emails. I would like zapier to send an initial email and then three follow up emails to everyone on this list, individually. Any suggestions for this?Thanks! 

2
Troy Tessalone
6 months ago
T
TFCNew
asked in How Do I

How to bypass constituent information in Zapier Zap from OneCause to Bloomerang?

Hello!I am trying to create a connection from OneCause to Bloomerang. I created the Trigger, but now it wants me to find the constituent and it is requiring me to put individual or organization. I want the user to fill that out because we have a mixture. Also, it requires me to put first names, last names, etc. I am unsure of all of that and don’t want it to default to all one person. This is also for the transactions. They all have the same appeal, fun, and campaign but I do not know the check number, credit card type, etc. How can I bypass all of these and have the constituent fill out their own information.  Thank you :)

2
Troy Tessalone
6 months ago
L
Luan NotiniNew
posted in Code & Webhooks

Can I use Zapier Like an API With My face forms?

I was searching on Facebook for ways to use the form campaign for conversion, and for that, I need to have my CRM (RD) connected to the Facebook API, so when the salesperson marks 'Sale completed,' Facebook is notified and optimizes the campaigns with the new information. In terms of integration, Zapier is an option there. I was wondering if you also provide this type of connection.

0
L
6 months ago
J
JneuhoffNew
asked in How Do I

How can I get notifications for charges without direct Zapier bank integrations?

I see that Zapier isn't connected to TD, Chase, Amex and Mint Personal Finance. Anyone have any creative ideas for what to do so I can get a notification each time I have a charge?

1
communitymember
6 months ago
A
Amrita_BhagwanNew
asked in How Do I

How to create job post (custom type post)on wordpress by email parsing?

Hi all,I want to develop a job board website. I want specific feature in that is, job posts will be created automatically by email (Gmail) parsing.I tried Zapier, but it creates only blog posts.These job posts are custom type post and not the regular default blog posts on WordPress.Is there any way to parse the email data and create a new job post? Please help me to resolve this issue.

3
P
6 months ago
S
SyrineNew
asked in How Do I

How do I import Microsoft Teams chat messages into Excel using Zapier?

Hi. I want to create a Zap that inputs information from a message sent in Microsoft Teams chat (exports specific information and values) into an Excel sheet (add a new row into an Excel table for every message). In the “Action” field of importing th info into Excel what “storage source” should i choose (One Drive or Sharepoint) and most importantly what type of link should i include in “spreadsheet” ? Thanks in advance.

7
Troy Tessalone
6 months ago
D
dznikolaiBeginner
asked in How Do I

Have PDF automatically filled in and send this PDF via email

Hello dear Zapier Community,I have a lot of PDF documents that need to be filled in automatically when an email arrives with a certain content. This works fine so far.These just auto-filled PDF need to be sent via email, does anyone have any ideas?I use Gmail as trigger, and PDFFiller as fill tool.

5
Troy Tessalone
6 months ago
T
TouchMathNew
asked in How Do I

How do I map WooCommerce text field to Salesforce lookup field?

Hi Team,I’m trying to map woocommerce text field to salesforce lookup field, i could find the woocommerce text field in the field mapping.Suggestions would be helpfullThanks in advance

1
Troy Tessalone
6 months ago
M
MishOfficeNew
asked in Troubleshooting

HubSpot error: Halted execution. Property values were not valid. ValidationMessages:

I’ve attached a screen record for context.https://capture.dropbox.com/XHYShI7bKzhErlGPI’m trying to create or update a contact in Hubspot when a job is created in ServiceM8 and I receive this error message…Error from halted execution: Property values were not valid validationMessages: - email: Email address …….@hotmail.com is invalidI would love some help with this if anyone can - thanks!

2
Troy Tessalone
6 months ago
Y
YAPsupportNew
asked in Troubleshooting

Openphone to Airtable Recording Incoming Messages

Hello, I have been having trouble recording phone number info from open when receiving incoming messages. The phone number doesn’t transfer over properly, making it difficult to pull up someone’s record id. When I collect outgoing messages, the phone data is formatted correctly. I also don’t want the record to collect my number but the numbers from the received text. How can I account for group chats? Having multiple numbers in one field also makes it difficult to collect record ids. Thank you

1
Troy Tessalone
6 months ago
R
Reyjun1992New
asked in Troubleshooting

Freshdesk to Notion Zap is creating new page instead of updating the existing one.

hello. here’s my scenario.When I try to update my freshdesk case. I would expect that the existing notion page should just be updated. However, it creates a new page in notion.  is there any way, that when we update the freshdesk case - it will just update the existing page in notion on the same freshdesk ID/page?

1
Troy Tessalone
6 months ago
U
Urban Sports
asked in How Do I

How do I iterate over multiple outputs from Formatter steps and add them to a table in one run using Zapier?

So right now I have 3 Formatter steps that output something like this, respectively:Country outputCity OutputTime Output Each step has the same number of outputs as the other steps, logically, because they are actually being formatted from a Log entry. (e.g. Output 4 is Egypt, city of Cairo, at 2023-10-14T09:37:27.319Z)  I would then like to iterate on each output and add one of each to a table, so that the table would like something like this: However, I want to do this for all the outputs in one run. So the loop would grab every output numbered “1”, add the respective row entry and fill the steps in, and then pass on to every output numbered “2”, fill in the row with info, so on and so forth until the last iteration, or in this case, the last output number line.So I created a Line Item Loop with the following mapping:loop mappingAs you can see I assigned a name to the output and then mapped it to the output that you can see in my previous images (which are in of itself, line items).U

1
Troy Tessalone
6 months ago
P
PhilipKeapNew
asked in How Do I

How do I create a Zap to activate a physical buzzer when specific Slack messages are received?

I am looking for a way to get slack notifications to activate a physical buzzer (preferably something we can clip onto our pants or something). The goal would be to get specific messages in a slack channel to activate a buzzer that lets us know that we have something to look at. I’ve looked into Flic buttons, but those don’t seem to have the correct type of functionality. I’d imagine there could be some sort of Zap integration that makes this possible, but I can’t seem to find one. 

1
Troy Tessalone
6 months ago
K
KWhiteBeginner
asked in Troubleshooting

Trouble extracting contact information from HubSpot deal.

Hello,Looking to get some help regarding pulling Contact information out of a Hupspot Deal. We setup our first zap to grab the deal information, then we setup a Find Association to get the contact, then we try to find the contact, but we get an error each time.  Any help here would be appreciated.

2
Troy Tessalone
6 months ago
O
ocgalNew
asked in How Do I

Is it possible to hire someone to create a Kajabi form submission to Squarespace Zap?'

This post was split from the topic: Can't save edited action step in Zap it just reverts to old version.Hi troy!I’m looking for some help creating my Kajabi form submission to Squarspace zap. Can I hire you to help?

2
Troy Tessalone
6 months ago
T
TggBeginner
asked in Troubleshooting

Slack error: While requesting "dev_method" from LinkenId Ads, we ran into an error: Cannot convert undefined or null to object

Hi there,I am using LinkedIn ads as a trigger and no matter what action I choose, I always get the error “While requesting "dev_method" from LinkedIn Ads we ran into an error: Cannot convert undefined or null to object”.Could anyone help me? Support just asked me to wait and I have been waiting since Sunday. Actions tested:Create organisation in Pipedrive Sending slack message without using any fields from the LinkedIn Ads DelayAll led to the same errors.   Can anyone provide some guidance please? Thanks.

6
hoon
6 months ago
F
Fabio CustódioBeginner
asked in Troubleshooting

Trello + RD Station > Error Message: While requesting "attachments" from Trello we ran into an error: The app returned "File not found".

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 need a help. I connected Trello and RD Station (marketing management) using the Zapier. But in some zaps happned this trouble: While requesting "attachments" from Trello we ran into an error: The app returned "File not found".I don't use attachments, for this reason I don't understand.  

13
SamB
Community Manager
6 months ago
R
Rene'Beginner
asked in How Do I

Sync files content across Notion and GitHub

Hi,I would like to implement one of the following:1. use Notion as a master, whenever a db item (a markdown page) gets updated, a pull request on GitHub is opened to edit a certain markdown file.For instance, I edit the FILE.md content and add a line "# Title" on a Notion db, a PR editing FILE.md on GitHub is opened with that same edit. In this way, edits on Notion are automatically propagated to GitHub.2. vice versa, GitHub as master and Notion as backup, changes to markdown files on GitHub are reflected on Notion databaseIs that possible? Thank you very much!

0
R
6 months ago
A
Anonymous
asked in How Do I

How do we determine the last message sent on the Slack channel?

Hi! Can I ask if there is a way to determine that a certain message is the last message that was sent on a certain Slack Channel? I am quite new to this and the thing that I know so far is that you can use new messages as triggers but not for the latest message(of an inactive channel).

1
ken.a
6 months ago
C
cjklimNew
asked in Troubleshooting

New test lead records from LinkedIn taking over an hour to be loaded

This post was split from the topic: Zapier Tables won't load new test dataI had this same issue just this morning so I don’t believe this issue is resolved… Took me over an hour to get my new records to show up despite multiple attempts.I was trying to test a lead form from LinkedIn. (using it as a trigger for an email response)Only old leads were coming through. Took well over an hour for all the attempts of my filling out my own lead form for them to all come piling in at once… Makes me really concerned about the timing on this for real leads. Also hard to test any email action that follows a trigger like that because you obviously want to test it to your own email, not a potential customers… 

1
SamB
Community Manager
6 months ago
S
stefanasaftiBeginner
asked in How Do I

How to format Teachable price in Microsoft Excel to remove commas and other characters?

Hi there!I need a bit of help please. I have some trouble formatting a price that is coming from Teachable. I am adding into an excel file different information and the price is coming like this: “4,26 Lei/lună”. What I want is a price formatted like this: “4.26” . Instead of comma, a dot and no other characters like Lei/lună. I also tried the AI tool for formatting but without success.  Any ideas on how I can achieve this, please?

16
SamB
Community Manager
6 months ago
A
affinidiBeginner
asked in Code & Webhooks

 I want to use Zapiers built-in triggers and templates with my own OAuth Access Tokens.

  I want to use Zapier’s built-in triggers and actions using OAuth access tokens from my own customers, without having them create a Zapier and connect their account there. Instead, they'll connect their 3rd party account (for Slack, Twitter, Google Sheets, etc) in my own app, and I'll pass in the access token programmatically.

5
A
6 months ago
P
Pavel_LoqosBeginner
asked in Troubleshooting

Trouble with integrating Apollo with Pipedrive: new contacts aren't creating as Leads

Hey everyone! I'm currently experiencing an issue with the connection between Apollo and Pipedrive. I want to transfer new contacts from Apollo to Pipedrive leads, but the problem is that while it works fine in testing mode, it doesn't seem to work in live conditions. I've tried waiting for 15-30 minutes, but it still doesn't work. My current subscription plan is Starter.Please help to wind the answer.My sequence of actions:1. Create Trigger in Apollo, test passed2. Find Organization in Pipedrive, search by name, if a search query doesn't match with the current list an organization will appear in Organizations in Pipedrive. Test passed — the organization appeared in Pipedrive.3. Find Person in Pipedrive, search by email, if a search query doesn't match with the current list a person will appear in People in Pipedrive. Test passed — the person appeared in Pipedrive.4. Create a Lead in Pipedrive. Based on previous data about a person and an organization, a lead will appear in Leads in Pi

3
ken.a
6 months ago
S
SergeAdamBeginner
asked in How Do I

How do I retrieve the Autotask ticket number to update monday.com?

I have boards in monday.com that users use to submit requests. I have zaps that take that info and create a ticket in Autotask. Once the ticket is created, how can I retrieve the ticket number from Autotask to update monday.com?

3
ken.a
6 months ago
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