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15849 Topics

F
FenixNew
asked in How Do I

How do I filter “yes” responses from Facebook Lead Ads to add to a Mailchimp audience?

Hallo everyone!We have a zapier integration between FB leads generation campaing and Mailchimp.The problem is that in the FB form we ask if you want to receive our newsletters or not.So far, each contact goes in the mailchimp audience.We are trying to understand if through Zapier we can select only people who write “yes” to the question about the newsletter and sedn only them to the mailchimp audience.Do you have any idea about that? Also other ways, even if not direct from Zapier or using more than one zap.Thank you! 

2
Danvers
Community Manager
10 months ago
P
pnrosenbergNew
asked in How Do I

Podio - Zap trigger only if X field is updated

I have zaps configured but I am having trouble setting up the criteria. I have it set so when something gets updated in Podio, it’ll trigger the Zap to go to Monday.comI make changes in Podio items frequently so I only want the Zap to occur when I update a specific field. Which and statement should I select so that it’s only looking for updates to a certain field, and not any update to any item in Podio?  

5
Danvers
Community Manager
10 months ago
M
MultimasteryBeginner
asked in How Do I

How can I limit the number of feed updates/items to my social accounts?

Hello, I am testing the RSS feature, but the problem is that I do not see any way to control how many updates I want posting from each feed per day and per update. I need a way to control/limit the amount of RSS feed items updates to my social accounts - else it will just go overboard and post too many items at once. And yes, I have read similar threads but they are a year or more old and no one is responding, so I decided to post my own thread concerning this. This needs to be address or this RSS updates could cause more harm than good.

2
J
10 months ago
M
mannyv86Beginner
asked in How Do I

Formatter - Separate using any punctuation

Is it possible to divide in Formatter using any available punctuation (eg . , : ; “ ‘ etc)? I’d like to be able to extract the physical address from an address string, and there are occasionally different dividers used.

5
M
10 months ago
L
LimbicBeginner
asked in How Do I

Automatically Insert chart from google sheet to google slides.

Hey guys!I am trying to find a way to automatically create/add a chart on google slides from a newly updated google sheet. Below is my zap flow :Step 1 : CRM Hook - Trigger : When a new prospect comes in Step 2 : Create a new spreadsheet from template Step 3 : Update spreadsheet row with content from CRM Step 4 : Create presentation (google slide) from templateI am trying to add the chart from the spreadsheet onto the slide. I can’t seem to find an option to do so? Anyone help please?*If I can insert a chart on a slide and be able to change the source of this chart via zapier so it will reflect updated numbers, that could also work.

5
Danvers
Community Manager
10 months ago
T
thebotNew
asked in How Do I

Regex to find data in an email

I am trying to extract the text (shown in bold) after the colon ": " like the below but I am struggling to work out the expression I need to do so I can use that data later in a zap Email: textFirst Name: textLast Name: textPhone Number: textReason: textSite: textTown: textPostCode: textCountry Code: textCountry Name: textHelp is much appreciated!

2
Danvers
Community Manager
10 months ago
I
InduNew
asked in How Do I

How we fetch the whole message body from gmail?

I have integrated Gmail to slack the zap is working, but the body of the mail isn’t reflected completely in Slack. How do we fetch the whole data?

1
Rachael S
Community Manager
10 months ago
J
JTZapsNew
asked in How Do I

How do I get the HubSpot Deal Owner name instead of the ID?

I’ve created a Zap to notify a Slack channel when a deal stage is updated. I want the Hubspot Deal Owner Id to be labelled as a name rather than the number. Any ideas:  

2
J
10 months ago
A
A-1 PianosBeginner
asked in Troubleshooting

Error connecting Gravity Form to WordPress: Authentication failed: Site URL must begin with “https://”

   HTTPS://      ^^^^^  HTTP:// ^^^^^   I have been working on connecting my WordPress site (Gravity Forms) to Zapier to transfer the data to other programs. I am currently stuck on the first step - connecting my GravityForms account. The link on WordPress shows as if its an HTTP:// link, but in my browser it opens as an HTTPS://. When I try to connect my account in both ways, it does not work. Any help would be appreciated. Thanks!

2
J
10 months ago
V
VitalysBeginner
asked in Troubleshooting

Error creating deals in Holded: The app returned “400”

Hello! I’m trying to create a zap which takes leads from facebook lead ads to holded. The zap has four steps:New lead in facebook lead ads Find contact in holded Create deal in holded Find contact in google contactsBut when i test the different steps, there is a bad request error in the third step. I identified that zapier is taking another ID which is not the holded ID. This contact ID is not the same than the holded ID and i don’t know why zapier is taking that.   

3
O
10 months ago
T
thetiktokcoachNew
asked in How Do I

How do I send receipt emails to Quickbooks Online?

 I tried many times to create automation based on our system, but It didn't work.Can you help me or suggest what trigger we need to do.We have a lot of receipts/invoices coming in our email, and We want to automate it by sending that email with attachments to specific emails provided by QuickBooks.ORIs there a way to trigger, send the email with receipt from Gmail to Quickbook?Waiting for your prompt response. Thank you 

2
O
10 months ago
F
firsthouseBeginner
asked in Code & Webhooks

The Zap is successful even when it is active and testing, but nothing appears in Klaviyo from Gravity Forms

Trying to get gravity forms to send new members to klavyio list. The zap is showing successful even with it active and testing but nothing is showing in Klavyio.  

1
Troy Tessalone
10 months ago
R
RenaNew
asked in How Do I

Connecting Gravity forms to Sharefile. How to get your submitted form sent to sharefile.

Hi, I have gravity form on my site, i want the submitted form then uploaded to Sharefile. Ive got it mostly working but the field where someone can upload an image only comes across as file name. Has anyone done this before that can help me out?

2
R
10 months ago
M
mannyv86Beginner
asked in How Do I

Is it possible to Find a Record in Airtable that contains part of a Search Value or Search Formula Query?

I’d like to be able to search for a specific record in a Table that contains part or all of the words in the Search Query. For example, ‘Search Value: Colton’s Bolt-ons’ → Record Contains ‘Colton’s Bolt-ons Exterior’.I’d like for the zap to trigger when finding the partial result if possible.

4
M
10 months ago
C
Cbush529New
asked in How Do I

Jotform to Outlook Zap isn't triggering and sends the incorrect timezone when testing.

Hello,I am curretly working on an onboardig process for my clients and am trying to utilize the jotform scheduler to integrate onto my outlook calendar.However, this seems to cause multiple issues. First off the timezone only displays as UTC even after I’ve set my timezone on my account to Denver, the schedule timezone to Denver, and even used the iso code for MST in the Zapier actions but it still populates as UTC.Secondly, the Zap soes not work when published, only in testing. I have a free account so I am aware it may take 15 minutes to upadtes but it still doesn’t update to my outlook calendar after 15+ mins.Is there a reason this isn’t working like it should?Thanks.

10
Troy Tessalone
10 months ago
A
Aaron BlackbournNew
posted in How Do I

More detailed Google Calender to Xero invoice setup.

Hi there, Just checking Zapier will work for me trying to automate Google Calender entries into Xero invoicesI enjoy Google calender, it has just what I need and still simple - but most importantly I’m used to it. I currently have 9 calenders setup for various pieces of machinery. In each entry title I have my client, and a description of the job we’re doing with that machine. These entries change from day to day, and they’re not really confirmed and invoiceable until it is actually after that date.  I had a play making a Zap and it worked well, but needs some fine tuning.I tried having an * at the start of an finished job entry to trigger Zapier to invoice, which worked, but then it added the * at the start of the clients name in Xero. I thought what might work well is if I go into the calender entry and change the status to busy and that was the trigger for Zapier, but that option isn’t there. Also, sometimes we will do a couple of days at a job, then come back a few days later to fi

1
Andrés at Connex
10 months ago
A
ArthurBNew
asked in How Do I

Can I use Zapier to add Events Calendar to Facebook, not as a post?

Can I use Zapier to add Events Calendar (e.g. data from Google Calendar) to my Facebook page as a CALENDAR not as a post?

2
jesse
Community Manager
10 months ago
S
sandar19Beginner
posted in How Do I

Is this possible: read Excel file, use cell data to find Salesforce record, copy Salesforce field data, create and send email with row of data from original Excel file (or Google Sheets)...?

I’d like to automate the following process but I’m not sure if Zapier can do this…?I receive an Excel spreadsheet daily.It has a company name, and three pieces of data I need to send to a set of email addresses stored in a Salesforce opportunity record field (text field with email addresses separated with a semi-colon.)I need to lookup a Salesforce Opportunity recordCopy the email addresses from the field in the Salesforce record. (Maybe read and write that field data to a new Google sheet?)Create an email, add the copied email addresses from Salesforce to the To field in the email. (Would like to use Outlook, could use Gmail)Add a static cc email address for tracking purposes.Copy the three pieces of information from the original Excel file row into the Subject (would be nice to add static text, “Hello, here is data blah-blah-blah...”)Send the email.Error checking: if the Salesforce field is empty send error message alert, if the email send fails, send error message alert.Is this even

2
S
10 months ago
E
evelyn_melloNew
asked in How Do I

How do I create two events on Google Calendar after the main event is created on Calendly?

 I’m trying to create 2 events before and after a “main” event is created.For example, if the main event in Google Calendar is from 12-1pm, then I want an event 11:30am-12pm and then a 2nd event at 1-1:30pm. 

2
Danvers
Community Manager
10 months ago
A
AlisaNew
asked in How Do I

How do I send a thank you email with attachment when I receive an order?

Brand Newbie Here. I am in direct sales.  When I receive an email from my company letting me know that I’ve had an order, I’d like to automatically send my customer a thank you with a PDF attached to it.So far I’ve managed to get the Email Parser (Zapier) set up.  Set up so that any Order notifications that I get in Mail automatically go to the Parser.Am I right in thinking that Email by Zapier would the way to send the thank you?  I’ve tried setting this up with the TO as ‘customeremail’ which is what I put in the parser.   When I went to test it, it said successful, check your Email by Zapier account.  But I don’t know how to get an account!!  I’m going round and round in circles here.I don’t have a gmail account for this business, but I do have Aweber.Any help would be greatly appreciated.

7
Danvers
Community Manager
10 months ago
O
ogenkiNew
asked in How Do I

Sending continued email reminder to remind someone to seed the approval

Hi everyone,I’ve connected Gamil with PodioI am trying to send the continued email reminder to my customer to approval the art work.But right now I can only set it as thisWhen “send approval” bottom got clicked, triggered and sent the gmail to the customer for the 1st time.But if customer didn’t reply, I want to send the 2nd, 3rd email to remind the customers and also mark “ this is the 2nd reminder or 3rd reminder in the email subject line and email body.Sample:  Automatic reply: SO# ZZZZZ _PO# ZZZZZ_Approval FOLLOW UP 1 I want to set to send the email everyday until the “send approval” bottom un-clicked.Is there anyway I can do this?Thanks in advance! Tom 

1
robschmidt
10 months ago
F
fljohnson2New
asked in How Do I

Smartsheet Update Question - Will Zapier Work?

Hello all. New to Zapier and I’m having trouble configuring it to solve a problem I have. I’m beginning to wonder if Zapier is the right solution for this. The ProblemWe have orders that are processed in an internal system. The database is managed in SQL Server. In Smartsheet we are tracking customers that we “onboard”. Being onboarded means that they have met all of the requirements to send us orders. Each customer has a unique ID. This ID is present in both Smartsheet and the database In Smartsheet, we want to automatically update each customer’s row when they send us an order (Date of Last Order) and when they send us their first order (First Order Received)How would you all recommend approaching this? Is it possible to configure a Zap that matches each customer’s ID and only updates those rows? I tried doing a test of this with Google Sheets and it doesn’t seem to be possible.

7
nicksimard
Community Manager
10 months ago
O
ohmyworditsjustausernamewhatBeginner
asked in How Do I

Are you all having trouble getting responses from the support team?

Support takes ages to answer between questions. Anyone else?

4
christina.d
Community Manager
10 months ago
A
AeroZapBeginner
asked in How Do I

Can you receive notification when a zap fails due to it being turned off during execution?

Hello everyone I’ve had the issue that when updating a Zap (turning it off and on again) I may turn it off when it is running and executing tasks. This makes tasks fail with error “Zap turned off during execution” but unlike the other regular Zap failures, I do not receive an email notification of it. So, is there a way to activate an email notification for when a Zap fails because it was turned off during execution? Thanks

9
christina.d
Community Manager
10 months ago
T
TomG3New
asked in Code & Webhooks

Cannot publish Zap get() returned more than one Static -- it returned 2!

I’m getting this error when trying to publish my Zap.Cannot publish Zapget() returned more than one Static -- it returned 2! The trigger is a webhook that receives a very simple body like this:{ "locationId": 94065, "date": "2022-04-11 03:49 PM -04:00", "note": "fixed all of the accounts and and personal is under deborah and commercial card xyz farms is for all the the addresses jax", "direction": "outbound", "agentEmail": "somebody@sombody.com", "recording": "https://app.myapp.com/api/v1/accounts/999999/calls/CAc75b0949460a39b9385be0329beae9aa/recording"}The trigger fires fine, and I can send a direct message in Slack, but when I try to publish it fails.Thanks for any help that you can provide. 

9
christina.d
Community Manager
10 months ago
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