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25209 Topics

H
HilltopBioBeginner
asked in Troubleshooting

HubSpot to Square Zap Issue: Creating deals from invoices without duplicates.

We create New Deals in HubSpot when a New Completed Order is created in Square.Most of our orders are entered into Square with credit card payment, so the order date and payment/transaction date are the same.PROBLEM: Some of our orders are invoiced, and the New Order zap doesn’t trigger until payment, which can be weeks or months later. This skews our order history info in HubSpot.Zapier/Square Trigger Options in question: NEW ORDER, NEW INVOICE, NEW PAYMENTDESIRED SOLUTION: I want to create a Deal when a New Invoice is created, but then NOT duplicate it when that invoice is paid. Creating the deal is the easy part, but not duplicating is an issue.The only field that appears to connect NEW ORDER (i.e., payment transactions) to the Invoice, is through NEW PAYMENT.  New Order [id] = New Payment [order_id] field.The only way I see to filter the existing New Order zap is to FIND NEW PAYMENT where the New Order [id] = New Payment [order_id] field. I checked an existing invoice payment to en

4
shalgrim
7 months ago
Z
ZAPitBeginner
asked in Code & Webhooks

How to make custom Zapier Integration Step (built with Platform UI) return raw JSON

Hi Community, I am building an automation that takes information (hotel bookings, including guest data) from one API (hotel management software) to another (reporting tool).I normally would use catch hook by Zapier, but I had to create a custom integration with the Platform UI because the API I used required digest auth method.The response includes a json with multiple guest’s details, please see below the sample with two guests’ details: [ { "id": 9750986, "booking_id": 8200527, "guest_id": 26782487, "registration_card_number": null, "created_at": "2020-07-10T11:26:11.608Z", "updated_at": "2020-07-10T11:26:11.608Z", "registration_card": true, "verified_at": null, "verified_by_id": null, "signature_id": null, "guest": { "language": null, "accept_marketing_emails": false, "created_at": "2020-07-10T11:26:11.090Z", "updated_at": "2020-07-10T11:26:11.090Z", "person_title_id": null, "family_id": 26782488, "accompany": null

1
C
7 months ago
A
AyksterNew
asked in Troubleshooting

ChatGPT integration isn't passing parameters correctly in Zapier.

Hello everyone,I'm encountering a problem with the Zapier integration for Google Calendar, Gmail, and Google Tasks via the ChatGPT plugin. Despite having configured the actions correctly within Zapier, it seems that the parameters (such as event title, start time, end time for Google Calendar, or task name for Google Tasks) are not being passed correctly when initiated from ChatGPT. This results in a failure to execute the action.Here are the specific issues: Google Calendar: The action for creating detailed events is set up in Zapier, but when triggered from ChatGPT, the parameters are not passed correctly, causing the action to fail. Gmail: Emails are not being sent despite correct configuration in Zapier when initiated from ChatGPT. Google Tasks: Similarly, parameters for creating tasks are not being passed correctly when the action is triggered from ChatGPT, resulting in an error. Has anyone else experienced this issue? Any suggestions on how to fix it would be highly appreciat

1
SamB
Community Manager
7 months ago
I
IntegrateNew
asked in Troubleshooting

Failed to create a timecode in Projectworks: The app returned "An error has occurred."

I am unable to create a time code in projectworks through Create timecode zap. I have inputted the required details and the test is failing due to some reason. How do I successfully create a time code? The three required fields are Module ID, Task name, Task type ID. It returns an error message - “Failed to create a timecode in ProjectworksThe app returned "An error has occurred."”

2
shalgrim
7 months ago
C
cpzapBeginner
asked in Troubleshooting

Looping Overwriting ClickUp labels, not adding

I have a Zap setup that loops through the different selections in a multiple choice field on Jotform, and then uses those outputs to find the corresponding ClickUp input key in a Zapier table and then update a ClickUp Labels field with the output from the looping and table lookup. However, if there are multiple selections then the Zap seems to only input one label, not all of the labels Can someone advise?

16
SamB
Community Manager
6 months ago
I
IrajaniNew
asked in How Do I

Using Zapier in healthcare while maintaining PIPEDA compliance

Hello there,I was wondering if anybody using Zapier in a healthcare environment. I’m a family physician in Victoria, Canada. I would love to expand the functionality of my EMR to allow for seamless automation —> like tasks, scheduling, payment processing/billing, messaging, etc. However, I am not sure about how I would ensure PIPEDA compliance. Any advice? Irfan 

1
Troy Tessalone
7 months ago
C
chrisasNew
asked in How Do I

How do I automate Mighty Networks course access based on WooCommerce order line item and payment method?

I need to be able to bundle courses together under a discount program. Those courses are available through Mighty Networks. There is a way to configure access to specific courses for members within my Mighty Network.I’m interested in doing the following:Confirm that a specific line item shows up in a WooCommerce order. If that specific line item shows up, confirm that one of three payment methods have been used to complete payment for that line item: Stripe, PayPal, or Coinbase Commerce If both the line item shows up and it has been paid for, I need to grant access to multiple courses inside of Mighty Networks.Can I do that by using multiple sub-zaps and have the return from the successfully confirmed payment trigger a chain of sub-zaps to configure the access within Mighty Networks for the courses included in that bundle? Is that the best way to solve this automation need?

1
Troy Tessalone
7 months ago
A
adamfdsNew
asked in How Do I

How do I get a refund from Zapier after downgrading to a free plan?

I’ve been billed for pro price, went to downgrade to free and paid for starer by mistake. My month end date is tomorrow. I've now downgraded to free and the screen showed £24 credit, how is that applied?Tried to contact support on the links from chat bot but that takes me to your support pages. Emailed contact@ and billing@ but both are noreply emails.Happy to delete my account but want the £24 back out of principle. Also the fact I cant raise a ticket when the chat bot is telling me to or contact you because the support pages loop back to themselves, is ridiculous and p*ssing me off. Sure I’m not the only one

1
Troy Tessalone
7 months ago
T
tier1Beginner
asked in How Do I

How do I create a Zap to notify if there are no leads from the Facebook Form in five Days?

Hi!I’m looking to add a feature to my Zap that will notify me if a lead has not come through a Facebook form in more than 5 days. I was thinking of adding a delay of 5 days and then sending a Slack message to a channel. The workflow would look like this: Facebook form → CRM → Wait 5 days → Slack message. However, I’m not sure if the Zap will reset when the trigger triggers while on the delay. Is this possible, or is there a better way to do this?Thanks!

6
shalgrim
7 months ago
E
ebusinessgreedNew
asked in How Do I

How do I create a Zap to upload PDF, open room name, capture photos, add text, and save to the gallery?

Hello everyone,I tried searching all the way everywhere to be able and get any clue to my idea! I need to integrate a Zap into my software to do the following: click button to upload pdf file → pdf file ( apartment drawing ) opens -→ client will press in room name in this pdf → open the native camera → capture photo → add this room name and date as a text on the captured photo → save to gallery if there anyone can help on that or give any clue would be apperciated. Thanks.

1
SamB
Community Manager
7 months ago
K
KatharineNew
asked in Troubleshooting

Google Sheets error. Unable to parse range: 'Book Review Requests'!Ummie Tink:Ummie Tink

I’m trying to update a row in a Google Sheet based on a Google Form response. The Sheet has info about books: Book Title, By, Description, Status, etc. The form is used to check out a book so the user can review it. This form has two fields: one for the Book Title and the other identifying the user. (I’m using Form Ranger to populate the Book Title field from the Google Sheet.) When the checkout form is submitted, I want to update the row where the Book Title is what was selected in the form. Specifically, I want to add “In Review by “ plus the user’s ID in the Status field.I selected the Custom option and did a “Lookup Spreadsheet Row in Google Sheets.” In the Lookup Value field, I selected the Book Title field. That put “1. Book Title: Ummie Tink.” This was odd since what I wanted was only “1. Book Title,” but the Zap appeared to be inserting example text, so I went on.When I went back to “Update Spreadsheet Row in Google Sheets,” I found “2. COL B” in the Row field. This was odd sin

2
K
7 months ago
R
rachbearBeginner
asked in Troubleshooting

Unable to find and update Calendly record in Notion via Typeform.

The goal is to update a specific item in Notion…. 1 - A podcast guest to schedules interview via Calendly.→ ACTION: a new guest is created in Notion. 2 - An email is sent with podcast information to fill out details in Typeform. (Separate automation)3 - When the podcast guest fills out the Typeform entry with bio and headshot → ACTION: the record in Notion is updated with the Typeform info.The issue I’m running into is finding the Calendly item in Notion for the Typeform to update… it keeps creating a new item or an error. Typeform to Notion 1 - Trigger ⚡️ Typeform - New Entry2 - Find Database ItemACTION: ??? Search by email results in duplicate. How to I find the Calendly record?3 - Update Database ItemACTION: Currently have “ID” from 2. Find Database Item in Notion What do I put in the “Item” field? Any thoughts???

7
Troy Tessalone
7 months ago
D
Darin ZenventoryNew
asked in Code & Webhooks

Can Zapier grab shipment updates via tracking numbers?

Here is my dream scenario and not quite sure if it is available.Our software populates a google sheet with order details.  One of these details would be a shipment tracking number.  I want to be able to check that tracking either periodically, or subscribe to a webhook to then update my google sheet with the shipment status.  At the very least a delivered date.Does anyone know if this setup is possible?

1
M
7 months ago
greysonz1997
greysonz1997Beginner
asked in How Do I

How do I set up path rules in Zapier to recognize different budget ranges from a Google Form trigger?

Hi guys, I’m trying to set up an automation flow where it will add the client info, based on the budget they put into a google form(the trigger), however, seems like the path rules are only able to pick up one set of the number from the google form. How can I set it up so that it recognize different set of numbers? Right now the issues seems to be if I select Response A (Budget $150 - $250), the path rules can only pick up numbers that matches response A, and won’t be able to pick up Response B (Budget $251 - $500)For example:Path 1: Budget $150 - $250Path 2: Budget $251 - $500Path 3: Budget $501 - $899 I hope I explained this well, please let me know if you need further clarification! 

16
Troy Tessalone
6 months ago
C
chris_aBeginner
asked in How Do I

Would it be possible to get the slack thread as text records in Zapier?

Hi. I am trying to do some automation with slack to google sheet wherein if a person messages in a specific slack channel, it will be recorded in the google sheet (this is done by the way)My problem is that, whenever a person tries to reply “the message”  via thread,  I could not get the data in the slack thread like the person who replied, the time he/she replies and the content of his reply. Would it be possible to get the slack thread data as a text and automate it to be put in google sheet? Thank you for all your answers!  Just a newbie here in Zapier :) Still trying to learn

6
Troy Tessalone
7 months ago
NDOshogun
NDOshogunNew
asked in Troubleshooting

Trouble with Zap sending wrong Property Radar records to Docupost and missing PDF URL.

I can’t get this Zap to work. The Zap tests show they are integrated. The zap is suppose to take new property records from Property Radar and send them to Docupost so a letter gets sent out. When I test the Docupost integration, it always pulls up a property record from Property Radar that is not in the list that I added to the Zap. The test does send a record to Docupost, but it is the wrong property record and the PDF doesn’t show even though I added a PDF URL.

5
Troy Tessalone
7 months ago
C
Campbell CreativeNew
asked in Troubleshooting

WooCommerce error: Returned "The username and/or password you supplied is incorrect.".

I continue to get this error while trying to connect my WooCommerce to Zapier.  I have the purchased plug in, my cookies are good… I have recreated new code, everything. I just don’t understand.  Help! 

1
Troy Tessalone
7 months ago
StackSolutions
StackSolutionsBeginner
asked in Troubleshooting

The Zap isn't populating shipping and billing addresses for Shopify orders.

Hi there, I’ve recently been having issues with zapier no longer filling out the shipping nor billing address fields when new orders are placed using the shopify premium plugin. It worked perfectly before but as of recently, it has just stopped working.I have tried various work arounds to try and get it to work correctly such as manually entering the data into the shipping address fields in zapier, pulling the data from google sheets but all to no avail. I have heard others are also experiencing the same issues and have come to no solution either so it seems to be an ongoing recent issue. If anyone is able to offer any sort of advice or help it would be greatly appreciated.  Many thanks.

5
ken.a
7 months ago
markkoeks
markkoeksBeginner
asked in Troubleshooting

Are there a list of modifications for Apps that we know will cause a Zap that uses that App to stop working?

Recently I had two Zaps stop working and the teams losing data and confidence when updates to the Notion database were made.  The Zap looks for a new line in Google Sheets, and creates a Notion database item. But when the database was updated to include two new columns/values that were not applicable to the Zap - it stopped working.  I know for example that changing a field in Notion (title, type, etc) that the Zap updates will absolutely break it - but what about other modifications that are not part of the Zap?I’m using Google Sheets - will moving a Sheet from my account to a Team Drive break the Zap?Can I update the account in a Zap from my personal account to a “workflow” user account that is shared amongst multiple users?

1
Troy Tessalone
7 months ago
P
Poncho elearningBeginner
asked in How Do I

How do I avoid double-sending email campaigns when using Zapier to connect HubSpot and Mailchimp?

I want to create a zap wherein the trigger is new form submission from hubspot and the action is send an email campaign in mailchimp. I have setup an automation email campaign in mailchimp, when I select this campaign will this not double send? coz there is a automation campaign setup in mailchimp with an audience that will send when they are sent an email. Will this double send when i create a zap with the trigger new form submission in hubspot and send a campaign in mailchimp?

3
ken.a
7 months ago
M
mehakNew
asked in Code & Webhooks

Zap to Slack integration is showing HTML tags

We are currently experiencing an issue with our Zap to Slack integration, and we need your assistance to resolve it.The problem we're encountering is that when we use the Zap to Slack integration to post content, it displays HTML tags instead of rendering the content correctly. This is affecting our ability to share information effectively within our Slack channels.Ideally, we would like our Slack posts to render correctly with images and formatted text, as they do when posted directly within Slack. However, currently, we are seeing raw HTML code in the posts.To provide you with more context, here are some additional details:The Zap is set up to trigger when specific events occur in the Beamer application. The content we are sending to Slack includes text, images, videos and links. We expect the content to display as it does when posted manually in Slack.We are unsure why this issue is occurring and would appreciate your guidance on how to resolve it. We want to ensure that our Zap to

1
ken.a
7 months ago
F
folientechnikBeginner
asked in How Do I

How do I automate Bexio order generation from digital offer confirmation?

Ich möchte gerne das nach der digitalen Bestätigung des Angebots danach automatisch sich ein Auftrag generiert wird. 

4
ken.a
7 months ago
Queesntown IT
Queesntown ITBeginner
asked in Troubleshooting

Error creating SharePoint folder with Gravity Form submission attachments.

I am creating a zap wherein whenever there’s a new submission via gravity form, a sharepoint folder will be create consisted of all the attached documents in gravity form. However there’s an error saying it cannot create folder. 

1
ken.a
7 months ago
E
Edmund LamBeginner
asked in How Do I

How to retrieve the value from a particular Google Sheet cell

I want to know whether the following scenario can be created in a zap. I cannot figure out how to create zap steps to perform #3-5 below:1. Check whether a given Google Drive's folder has a new Google Sheet.2. If none, the zap can end.3. If yes, open it and search whether cell C1 (always the same cell location although it is a different file each time) has a value.4. If C1 is empty, do nothing. Go to Step 6.5. If C1 is filled, copy it and paste it into cell D1 in another Google Sheet (it is always the same file).6. Once done, move the Google Sheet located in step 3 to another designated folder. Thank you,Edmund

4
Troy Tessalone
7 months ago
L
lcallanderBeginner
asked in Code & Webhooks

Send Facebook Lead to Leap JobProgress API via Webhook Post

After reading this community question, may you help me with this API post?Step TWO of my Zap: ProTech FB > Em > WhatConverts > BQ5Contains a Webhook with the token, headers and a couple sample data fields for testing.Getting a 412 error when I test the step, which may be related to the headers or authorization.Public API documentation is located here:https://docs.api.jobprogress.com/I’m using the POST - Create Prospect example. Here is how my webhook is created so far:URL: https://api.jobprogress.com/api/v3/prospectsPayload Type: jsonData:  first_name = Donald  last_name = Duck  email = dduck1925@toon.inWrap request in Array: NoFile (none)Unflatten (default yes)Basic Auth = (actual username)|(actual password)  <<=== with user/pass get 401 error; without get 412 errorHeaders:  Content Type = aapplication/x-www-form-urlencoded  Authorization = Bearer (copy/paste token) ~~ Looking forward to your feedback! 

3
Troy Tessalone
7 months ago
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