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30076 Topics
R
rafavNew
asked in How Do I
Woocommerce to Zapier to Kajabi to Active Campaign

Hi there,Im trying to do a somewhat complex process automation which I am unsure it can be done. I have a connection between woocommerce and zapier through a webhook, I sent purchase event data (customer name, email, and some custom date fields) to Active Campaign. But I need to add a new step, to create a user in Kajabi and grant him a specific offer, which need to be sent also to Active Campaign. So I have severals problems with this:The offer in kajabi needs to match the product in woocommerce (can, maybe, be done with product id/offer id?) I can´t see a way to create a user in kajabi and grant him an offer through zapier triggers, on the same automation. I fail to see a way to grab this credentials in kajabi and send them to Active Campaign.I would really appreciate any help guys!

291
Troy Tessalone
7 months ago
F
fayeNew
asked in How Do I
Text Seperator - Click up to Zapier

I am thinking about an alternative to data entry from Click Up - to Wordpress recipe maker.Anyone have any thoughts at all? Currently recipes are in the task description in CU, and we manually add to WP recipe makerBUT I would love a bulk upload CU Task description to be split into 3 fields 1. Intro paragraph2. Ingredients3 method (The headings are all there in CU task description) HOW can I use formatter to output 3 different fields?? I am struggling with that?? Then I want to output ALL the info from CU (so these 3 fields, plus more information from the task) - into a spreadsheet and into a JSON file to upload in bulk Any help massively appreciated - also happy to pay for a solution to get me there quickly

91
Troy Tessalone
7 months ago
J
jamesheffNew
asked in How Do I
How do I enable the pay-per-task function?

 

261
Troy Tessalone
7 months ago
S
SoporteMetaModeloNew
asked in How Do I
Add 5 Days to the Date csv

My Zap is composed of a "OneDrive" trigger followed by a "File By Zapier" action to read a CSV, and then a "Looping By Zapier" action to iterate through each line within "Flokzu". Within the CSV I'm iterating through, there's a date field. I need to add 5 days to this date. How can I perform this calculation in Zapier?

101
Troy Tessalone
7 months ago
M
Muhammad MaisamBeginner
asked in How Do I
How do I schedule recurring meetings in Zapier based on table values?

Good day community members , I have a table on zapier , which has question “No Of Meetings you want in a month “ , if the number in the table is 4 it should create 4  meetings  like (sprint 1 , sprint 2 , sprint 3 and sprint 4) spread across the month. If the number is 5 then it should create 5 meetings like (sprint 1 , sprint 2 , sprint 3 and sprint 4 , sprint 5 ) . What I am doing right now is taking the record from the table , passing it in a loop and creating a event. The issue is that it creates 4 meetings on the same day .         

324
SamB
Community Manager
7 months ago
S
skyleranelsonBeginner
asked in How Do I
Syncro tickup update to monday help

I have one trigger that takes a new syncro ticket and makes a new item in Monday. This works. What I cannot figure out is how to update the status in monday when that ticket status is updated. I have tried to do a “Get item by column” as a monday action to attempt to tell syncro which item to update …. but the only way I can get this to work is if I tie it to an already existing ticket and entry in monday. Then the statuses will update for that one ticket. But any new tickets don’t work cause I can’t seem to tell syncro to look for and sync a previously entered ticket from the first trigger I previously mentioned. Zendesk has a monday integration where it connects and updates any future changes … it would be great to set something up like this. Can anybody help?

277
SamB
Community Manager
7 months ago
J
jacob.mirthBeginner
asked in How Do I
Using Managed Users Email in Zap

How do I use an interface’s managed user email as a variable in a Zap? After the managed user adds a row to a table in an interface, I want to update a hidden field containing their email (used for a dynamic filter) so that other managed users won’t see the row they added.  I’m having trouble finding a way to use “current user’s email” as a variable in a zap that updates the hidden field in the table when they make a new row.  Feel free to ask clarifying questions if needed, Thank you!

733
SamB
Community Manager
7 months ago
P
Pierre LacazedieuNew
asked in Troubleshooting
Custom actions with Bullhorn returns 401 Bad BhRestToken

Hello, After testing and reviewing all use cases with Bullhorn.I have noticed that when I use a normal action in the ZAP I do not have any 401 Bad BhRestToken error messages returned to me.However when I use custom actions in the ZAP or even when I test the custom action itself I receive a 401 Bad BhRestToken error messages after 30 min if no activities with actions or zaps.Please find proof with date and time of both actions in the screenshots attached. This shows that the custom actions seem to have an authentication issue.Have you ever had any issues like this? Many thanks,Olivier 

453
SamB
Community Manager
7 months ago
I
ianjhNew
asked in Troubleshooting
Invalid phone_number parameter Aidaform to WhatConverts

 I duplicated a zap for a new client that works just fine. It takes data from Aidaform and passes it to whatconverts and creates a lead.When I changed the aidaform and whatconverts profile for the new client, I now get this error for the phone number field. Failed to create a lead in WhatConvertsThe app returned "Invalid phone_number parameter. Please provide a valid phone_number value.".What’s strange is the zap is exactly the same as a working zap, which is still working (besides the form and whatconverts profile)I’ve spoken to whatconverts support who can’t replicate it and said…It might be some issue with the way Zapier is providing the data to WhatConverts so you might want to reach out to them to see if they see any errors on their side. Can anybody help? 

161
jayeshkumarbhatia
7 months ago
M
MentholGodNew
asked in How Do I
How do I make a bot that reads your Slack messages to generate daily summaries?

Im trying to create a slack bot that uses GPT to read my Slack conversations and create daily roundups of all the things I did or was working on. It would read store rows of tasks I did in Sheets or Send me an email. I dont care.Im just trying to track all the things I worked on in a day/week for my record.

3281
SamB
Community Manager
7 months ago
N
NaveBeginner
asked in Troubleshooting
error message showig unable to get a value when looking for responses. is it empty or missing?

Can someone help me with the above errorthe spreadsheet is properly connected -all the rows are properly named and mapped accordingly to the properties in hubspot, but still this shows an errori do have some custom properties in hubspot -which i added as a row in gsheet, is this the reason

1367
N
7 months ago
T
tmaBeginner
asked in Troubleshooting
Sending emails through Process Street and I don't want "Zapier" to show in the "From" name. Can you help?

I'm using a Zapier Zap with Process Street to automatically send emails through Process Street, but I don't want the "From" name to say "Zapier" like it does highlighted below. How do I change that?  

439
dito
7 months ago
S
Seth2107New
asked in Troubleshooting
Zap not saving a selection when I publish

I'm trying to build a Zap where a student is automatically added to an online course. When I select which course I want to enroll them in (Course A), it's not saving my selection and keeps defaulting to a different course (Course B) that doesn't even exist anymore.Can anyone explain why it defaults to the incorrect course even after I publish the Zap?Secondly, there are times after I finish trying to apply my edits where the "Publish" button is grayed out. It doesn’t appear that there are any issues with the Zap setup, so I could use some advice about that as well.

336
ken.a
7 months ago
A
Amber AugerBeginner
asked in Troubleshooting
Failed to create a remove contacts from list in Constant Contact: Source [contact_ids] invalid

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 want the ability to remove contacts from 3 constant contacts lists (if they are in those lists) if they make a purchase in Thinkific. I set up the Zap to the correct product in Thinkific and then went on to remove contact from all of the lists or even one of the lists and I keep getting an error message.  Do I need to have a condition or action to find the contact first and If I do what would that flow look like?  I keep seeing articles that removing contacts from lists from constant contact isn’t possible and has to be done manually.  

365
ken.a
7 months ago
greenhouseautomation
greenhouseautomationBeginner
asked in Troubleshooting
Slack "Send Channel Message" with Auto-Expand Links set to false still shows link previews.

Dear community,I am using a Slack Send Channel Message step and set “Auto-Expand Links” to false (see highlighted in green). However, the notifications still show up with a preview each which is very annoying (see below). Is there any way to fix this? I would like to send them as separate messages (rather than e.g. Digest) so that we can easily comment on each thread.Many thanks!  

2587
ken.a
7 months ago
D
dr_sandersBeginner
asked in How Do I
How do I automate Google Form data to Google Sheets, create a new tab with a bar graph, and email it as a PDF?

I’m looking to take data (numerical responses) from a google form and put the responses into an ongoing google sheet (have been able to do this easily). Then create a new tab on the google sheet with a bar graph representing the new data each time a form is submitted and email the bar graph as a pdf.

283
D
7 months ago
A
Anuj SubbaiahBeginner
asked in Troubleshooting
Trouble taking a screenshot of a PDF attachment in Microsoft Outlook

Hi Community,Need some guidance on this workflow. Perhaps there’s a better way to do this - open the pdf file attached to my Outlook email take a screenshot of the pdf post it on XCadence - to be published every 2 hours. The PDF report is generated from Power BI, the email comes in every 2 hours with the attached report. Thanks.

91
Troy Tessalone
7 months ago
C
Coralie SMAQNew
asked in Troubleshooting
Calendly to Monday, Zap turns off on refresh with no errors

Every time i turn on my Zap it instantly turns off when i refresh the page. I dont understand why. Ive tried every solution but it wont work. I connected calendly to monday. There are no erros. 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. 

141
Troy Tessalone
7 months ago
J
Jennifer KathlenNew
asked in How Do I
How do I connect Monday.com to Hola Brief using Zapier?

Olá, gostaria de criar uma automação com o Hola Brief e com Monday, utilizando o Z apier, é possível?Ao pesquisar  o HolaBrief , a ferramenta não aparece. Moderator translation to English:Hello, I would like to create an automation with Hola Brief and Monday, using Zapier, is it possible? When searching for HolaBrief, the tool does not appear.

121
Troy Tessalone
7 months ago
OliveiraHero
OliveiraHeroBeginner
asked in Troubleshooting
Zap following the wrong path despite Boolean condition with manual test vs. live run

 Hi Zapier Community,I'm running into an issue where my Zap is unexpectedly going down the wrong path based on a Boolean condition, and I could use some help troubleshooting.In my Zap, I have a path set up with the following rule: Only continue if: "2. Zap Search Was Found Status" (Boolean) Is falseWhen I manually tested this step, the test record showed: "Zap search was found status: true"As expected, the right path wouldn't pass during the manual test, and I got the warning message: "Your path would not have continued for this test data. If this was unexpected, edit your rules below, or modify your test record to test!"However, during the actual run of the Zap, it seems to be going down the right path (the one that should only execute if "2. Zap Search Was Found Status" is false), even though I believe the status should be true based on the earlier steps.I've double checked my path rules and the setup of the earlier steps, but I can't figure out why the Zap is directing down the unex

651
Troy Tessalone
7 months ago
A
alexpeteNew
asked in Troubleshooting
New Slack Thread messages are not detected.

I have zap where I look for new Sentry bot messages posted to a slack channel. Whenever the message contains a specific text that i filter for, I want to send a follow up slack message.  The messages are send by Sentry bot and when I test, the filter works as expected.But if that message is send in a slack thread, the message is not even detected by my zap, it does not even show up in the zap runs history. If I run the test manually, the slack message is detected. And subsequently the filter does workThe problem is that the zap does not do this on an automatic way. Any help is appreciated! 

2402
A
7 months ago
C
ChristyNew
asked in How Do I
How do I integrate Homebot with Lofty CRM using Zapier without disrupting existing integrations?

Currently, my Lofty CRM account is connected to the Luxury Presence website. Can Zapier facilitate the integration between Homebot and Lofty CRM? What type of information can we obtain through this integration? Would it potentially disrupt the existing integration?

601
Troy Tessalone
7 months ago
J
JobseekerBeginner
asked in How Do I
Limit Google Calendar or Block After Two (2) Meetings a Day with Zapier

Hi Amazing Community, Looking for some answers and help here. My client asked me to “create a Zapier rule or automation to block her Google Calendar after two (2) meetings in a day. Technically, this is to limit meetings up to two (2) only.” Been trying to do this on my own but unable to work it out successfully. Does anyone here tried doing this? I need your help please. Thank you so much.

554
J
7 months ago
L
LynxMoeNew
asked in Troubleshooting
Gravity Forms error: AppError: {"message":"Zapier Add-On is not Updated or Installed.

Hello, I am getting the error below when trying to connect to gravityforms authentication failed: We ran into an error and were unable to complete the request. This kind of error is usually cause by a malformed Base URL, but could have other causes. Please provide this error message to Support if you wish to escalate: AppError: {"message":"Zapier Add-On is not Updated or Installed. Your current version of the Gravity Forms Zapier Add-on is not compatible or is not installed and activated. Please update Gravity Forms Zapier Add-On or verify that the add-on is installed and activated."}

261
Troy Tessalone
7 months ago
K
kaypeedeeBeginner
asked in How Do I
How do I add new entries to the top of a Google Sheets?

Processing emails (only dates and subject line) from Gmail to a spreadsheet, I want the latest email to be added to the top of my spreadsheet, but Zapier put it at the bottom. How do I change that?

181
Troy Tessalone
7 months ago
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