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Hi all, any help is much appreciated!ProblemWhen Integrating Zapier with QBO the Tag and Memo fields are not available.I created a custom field and added to all records labeled ‘Job Number’This Job Number is super important so when I push data from QBO to Salesforce, Salesforce can run automations and pair the expense or bill with the Work Order. QuestionDoes Zapier support custom fields created for data mapping?I just added it about 15 minutes ago and the ‘job number' field is not populating.
Hi, I am trying to set up a Zap that will create a new database in Notion. I have successfully exported the most of the contents from Airtable to Notion except for the file upload section. It seems that fields that store files in Notion are not available in the fields when setting up action. Anyone knows how to troubleshoot this? Secondly, is there a way to enable call out feature from Zap so that it appears as an output in Notion? Thank you.
Loop specifics on the left, and Zap overview on the rightI have a Zap that takes order info from Woocommerce and compiles it into a Quotient lead. This works fine for single product orders, but for multiple products I need a loop. Currently, this just exports everything in line (i.e. Product 1 name, Product 2 name, Product 1 attributes, Product 2 attributes, etc). Ideally it would be collated (i.e. Product 1 name, Product 1 attributes, Product 2 name, Product 2 attributes, etc) depending on the number of items in the order.Furthermore, I assume this would create a new lead in Quotient for every loop, as the final step is included inside the loop (i.e. it would create 3 separate leads for an order with 3 products, for 3 iterations of the loop). Is there any way to remedy this? Would this involve some Code by Zapier, or a Filter? or 2 separate Zaps?
I receive daily business emails from my co-workers every morning.One of my daily tasks is to check the specifications of the work in the mail and write a manufacturing design for the product.I want to automate this.The order is as follows.1. Crawl the required work specification in the mail contents.2. Send the information to Google spreadsheet3. Automatically create a manufacturing design by adding functions by work history from a spreadsheet.4. Finally, reply to my Outlook mail with the completed sheet.The problem is that I'm trying to work with zapier, but I can't find the ability to crawl items with specific syntax or rules in the mail content.I would appreciate it if you could let me know if there is such a function.
I plan to build a confirmation portal for sensitive words using Zapier, where company employees can paste a piece of text and check if it contains any sensitive words. I plan to use:Typeform: To allow company employees to paste their text and their email Google Sheet: To allow developers to add sensitive words in real-time (currently over 2000) Filter: To find the latest sensitive words in the Google Sheet and filter them directly into the Filter setup. The filtered sensitive words will be pasted in an email and sent to the employee, informing them of which sensitive words are in the text they posted.I am now stuck with the Filter. As my Filter conditions are constantly changing, using "contains" to set it up requires continuous addition of "or" conditions, and it also causes difficulties in modifying.I would like to ask if there is a better way to set up the Filter?
Hi!I’m working on creating a logic series not unlike the one described in this community post. I think Paths is the solution I need. However, when I try to use it in the Zap I started, I’m not able to add it. When I go from Paths to a new zap, it creates the branch as the trigger and it’s not changeable.The logic I’m trying to achieve is:Trigger: New or updated contact in Hubspot Action: Find Contact in MS Dynamics Action: If found, update Action: If not found, Find lead in MS Dynamics Action: if lead found, update Action: If lead not found, create new Lead
Hello, I have a Google sheet with a column Tokens that has a unique set of tokens. Based on a trigger from Shopify, I would like to send an email each time with a new token. How can I copy the data of a cell of the column Tokens to use inside the email step? (Should move to the next row every time in order to use a new unique user token). I tried to find the value of a row and then delete it to toke the upmost one, but that turned out to be a dead end.Any ideas would be appreciated!Thanks
Hi there, Any way someone could help me figure out if I’m doing something wrong with this code that updates a multi-reference field in Zapier? I keep getting this error and I doubled checked all my values and ID keys were correct. Just wondering if I typed out the code incorrectly somewhere.The app returned "ValidationError: Validation Failure"I’ve read this similar thread and tried removing the brackets but am still having the issue.
Hi There! I currently have a Zapier integration to use Gmail to auto-respond to form submissions on our website, but it appears that you can only select one “Form Name” per zap. Since I will be creating landing pages, there will likely 20-30+ Form Names on our site. Is it possible to create a generic auto responder that works with EVERY form name on our site? Thanks!
I’m curious of other people’s experience with the Microsoft Dynamics 365 CRM Zapier app and mainly around custom lookup fields on certain entities, I have found several issues with the app which looks like it’s not usable at all (as in will always be broken based on the payload data it sends). It doesn’t appear to confirm to the Dynamics 365 API requirements in some areas for fields like lookups.Here’s an example payload Zapier is sending when testing a Contact and lead creation zap. The contact record is created just fine, and then the ID of the contact is passed to the lead step. I suspect the contact is created because it’s just standard fields and no lookups. When getting to the lead entity, it gets more complicated with custom fields and lookups and I think where things start going bad.Example payload values being sent by Zapier on a zap test.campaignid: /campaigns(c5b08212-bfa8-ed11-aad1-6045bdd28837)ccl1000_acknowledged: trueccl1000_closeenquiry: trueccl1000_enquiryautocompleted
Hi, I need to download the time entries report from Redmine. Can I do it using Zapier? F.e setting any trigger in some app (f.e. new Spreadsheet created), call the action to download the CSV file with entered time from Redmine.I’ve connected my Redmine account to Zapier, but there’s no available triggers or actions for downloading the file. Could it be customized somehow?
Hello,I have Inoreader set up to curate Facebook Page posts from numerous pages that are a members of our association. The RSS feed then triggers a ‘Create Page Post’ to share all of those posts to a single Facebook Page. I’ve had this set up for over a year and it worked beautifully at first. Whenever one of our members would post on their FB page, the zap would share it to our FB page, saving me tons of time manually sharing each of their posts. Over time, more and more of their posts are appearing on our page as a generic ‘Facebook.com’ link. When you click it, it takes you to the shared post, but the actual post does not appear on our page. All of our members’ posts are appearing this way, with the exception of one or two pages whose posts share perfectly. I’ve tried and tried to figure out what is different about the pages that work vs those that don’t, but can’t figure it out. I’m sure it is Facebook just being Facebook, but it’s frustrating that it used to work and now doesn’t.
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.This is a very basic question but -- what are the multiple numbered Zoom accounts for in my Zapier account.?I have Zoom firstname.lastname@example.org #87, email@example.com #72 firstname.lastname@example.org #66 etc etc.Some of them say “used in 2 zaps”, some say “used in 0 Zaps” I am creating a new Zap to send recordings to One Drive -- how do I choose which one of these acounts to use, or do I create a new account.Totally confusing.Thanks - xxxxx xxx
We have created a new field on Salesforce and we’re planning to sync it to Jira. However, we cannot see this new field on the Zap. Steps Taken:Refreshed browser Duplicated the Zap Logged out and logged in the logins to connect to both Salesforce and Jira Used google incognito to make sure caching is not an issue Made sure the new field is accessible the log-in we are using
I am creating a new Jira issue from an O365 email. For the Description field I am using the Email body which has HTML Tags. Here is my experience: Pass HTML email body direct to the Jira Description All HTML markup is visible (very messy) Use Text formatter to remove HTML Tags Looks great in Zapier, but in the Jira the new lines are removed. Everything appears on one line! User formatter to replace new lines with either \\ or \n, (trying both markdown and standard formatting values), Either \\ or \n is visible in the description, all on one line again! Use Text formatter to convert the HTML to markdown The description is created with all Markdown visible. It looks like Jira is trying to do some form of predictive formatting, as some email bodies (stripped of HTML) used to create the Jira description do show up with line breaks, but these breaks have big spaces (multiple empty lines added for every new line), which is almost as bad. If I edit the description from wit
This post was split from the topic: My Zap won't publish and turns off when it is on, with no error message.im having the same problem, ive tried every solution but it wont work. I connected calendly to pipedrive. There are no erros, i have paid subscriptions to each of the apps, 2fa is on for all of them, i completely re did it mulitple times, created copies. but nothing is working. i can even get it to turn on every time i refresh it turns off so i have no history to look at. I need this fixed by Monday or im going to have to find a new service to use. please help out.
Hello,First timer here.I am currently evaluating Zapier to see if will help streamline a process I go through frequently. The tool seems fairly straightforward and I have at least been able to make the connections to the systems I am using. I would like to know if the following use case is possible:Automate (probably weekly) checking Salesforce to see which customer’s contracts have expired. This would be accomplished by checking the contract expiration date field and listing all customers where the expiration date is less than today. Next, I would like to somehow pass that customer(s) (I’ll probably create a customer id field in Salesforce) to a Postgresql query to check a certain date field to see if they are still using the solution after expiration.I’m not looking for step-by-step, but rather if the above can be accomplished and if so, how can I pass parameters (e.g. customer id) found in Salesforce to the SQL query?Open to other solutions as well (e.g. writing results to Googl
twitter feed to notion database : zapier can't embed the twitter feed into the body content of the newly created database item page.
twitter feed to notion database : zapier can't embed the twitter feed into the body content of the newly created database item page. I hope to achieve this. In the image below, the twitter feed is embeded into the content of the page which is a data record of a certain database.
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