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25178 Topics

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X

XORBeginner

asked in Troubleshooting

My emails were sent multiple times, and Zap History shows one execution.

I have a problem with sending emails.There is one Zap that is triggered when an automatic request from a user comes to our email. After that, a reply to this request is automatically sent to the user. And at the end of the Zap, a new row is created in our Google Spreadsheet with basic data about this user.The second Zap is triggered as soon as a new row is created in the Google table. A delay of 2.5 days is triggered, after which it is checked if the user has not responded to the email (search by the user's email ID). If the user has not responded within these 2.5 days, a follow-up is sentThe problem is that both the first and the second emails are sometimes sent again after a few days (at random intervals), but the most important thing is that only one execution of these Zaps is displayed in the Zap Histrory.I would be very grateful for your help.

1

6 months ago

P

Powerful WorldviewNew

asked in How Do I

How can I see which emails Zapier has sent out when a Stripe outbound email is sent after checkout?

How can I see which emails Zapier has sent out? I just made my first order on Stripe for 97$, and the customer sent me an mail that he didn't receive, which was supposed to be sent out by Zapier. Is there any way I can check this?

asked in Troubleshooting

Salesforce error: Could not create record of the "Lead" object: Please enter phone number

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.Hi Everyone!I am creating a zap to move data from my Gravity Form submissions to Salesforce Leads but when I try to create a lead in salesforce and I map everything and when I test it, zapier is always giving me this error saying please enter phone number however I have mapped phone number in correct field.I have attached pictures to better explain what I mean.Please help me resolve this issue.Thanks :)

DunMedNew

Responses from HoneyBooks form not populating to use in Triggers. (specifically Google Docs)

I have a Honeybooks Lead form collecting basic information like Full name, phone number, email, website, etc. and Zapier will pull that data up, but for any of the questions that are ‘short text’ or ‘long text’ answers wont show up.I am trying to get the data to auto-populate a Google Doc for new coaching clients. I have added the {{ }} throughout my document, but still I don’t see the answers. I even just tried making it send a basic email but the answers are not there.I have even adjusted my form to all be in the same block for all the answers and all on the front page VS a questionnaire page. I’ve also made sure it’s on a business google account and re-linked everything with multiple tests.I’m at a loss, but if this isn’t possible I’d love to know so I don’t keep trying things.

NchomaNew

How do I match related contacts to Instagram handles in Salesforce?

Hi, I am trying to lookup a field in Salesforce and return a specific related field. In this example I am trying to match a field “Instagram Handle” that is already stored at the account level in Salesforce, and have it return the related contact for that accounts email. So far I am able to match the account by instagram handle using “find records” - how do I then match those record details to the related Contact Email field? (I should mention that I know the matching can be accomplished on the Salesforce side - but I’m trying to avoid that as we have a very curated dashboard for our sales team. Also, this is part of a wider flow operations where I am trying to match accounts that have tagged our account on instagram to their CRM email so we can add them to a lead scoring program in Marketo)

GellyahnahBeginner

How do we create a Zap that triggers only cart abandonment and failed payments in Thinkific?

Hi there, Does anyone know how to create a successful zap if someone creates a profile on Thinkific, abandons their cart or their payment fails? I haven’t been able to find a successful zap for any of these scenarios into Flodesk. There is a way to create a new subscriber in Flodesk when each one of these events occurs, BUT this “Zap” also gets triggered when someone enrolls in a new course. So they end up showing up as enrolled in the course and “cart abandonment” status within Flodesk. I tried using the filter option, but don’t see anything to filter on within zapier that would signify this is a cart abandonment/ failed payment. Does that make sense? Any insight would be appreciated.

3

6 months ago

C

Client CareNew

asked in Troubleshooting

Single-step zap ran 3 times for one action - not sure why

Hello,We have a single-step zap set up so that when we update a client profile in one database, it updates that client profile in a second database. We noticed that for a couple of client profiles, one update created 3 different zap runs (and was also counted as 3 separate tasks as a result). We can’t figure out why this zap ran 3 times for a single update, and also how to stop this from happening. We have exceeded our usage for this month because of all these extra zaps and don’t want this to happen again. Please help! Here is a screenshot of the zap configuration:

5

6 months ago

cfalcone01Beginner

asked in Troubleshooting

Zap error when Salesforce Opportunity ID is not found in Monday

Currently, I have two Zaps:One that sends Opportunity data from Salesforce to a Monday board A second that updates fields in Monday when a change happens to the Salesforce Opportunity. Right now, the second Zap throws an error if it can not find the matching Salesforce Opportunity ID in Monday. How do I set up this second Zap so that it doesn’t throw an error if it can’t find the corresponding Salesforce Opp ID in Monday. We don’t have all of our SF Opportunities loaded into Monday yet and I don’t want our IT team to get blasted with error messages. Here is a screenshot for how this second zap is set up: Thanks!

5

6 months ago

J

Jak_7New

asked in Troubleshooting

Zapier not working with Instantly and Gmail: Duplicates, triggers not working, negative responses

Hello All, I am new and these are my first Zaps, any help would be great. When a positive event happens in Instantly, I want to automatically update or create a Contact, Company, & Deal in HubSpot. I would also like to be able to create a task assigned to a sales rep with the previous associations. Additionally, I would like to do the same process with positive responses received in Gmail. I would like to be able to use the domain from the received email and pull all the associated info from Instantly and then create the HubSpot Contact, Company, and Deal. Because the sending accounts in Instantly are the same as the Gmail accounts, I am running into issues of creating duplicates, the triggers not working at all, or the Gmail zap is also pulling in negative responses such as “Unsubscribe”. What is the best way to structure this Zap or Zaps?

asked in Code & Webhooks

Google Sheet values all fill when testing, but not in practice.

Hi everybody! I made a Zap to take details from specific emails received and import those details as data on a Google Sheet. When I test it, everything fills properly. When the Zap actually runs, however, it only fills out the first column and last two columns. The rest are blank.I’m no expert, so my path is somewhat lengthy perhaps, but I haven’t yet found a faster way to make this all happen so maybe theres an issue in one of the steps? That being said, when I run the test, everything still looks A-Ok on Google Sheets. Every field has the proper details, formatting is exactly how I want it, but as soon as a trigger email comes in, half the data gets omitted. In the Zap Run report, it says the inputs were empty for those fields, even though the code says it’s not. I tried turning the Zap on and off, but no luck there.Thanks in advance.

asked in Code & Webhooks

Avalara Tax Calculator Interface

Hey all,Looking to see if anyone has experience/advice on getting Zapier to run the Avalara Tax Calculator on a payload of info I pull in from a webhook. I’ve been able to successfully create transactions with the Avalara API but can’t seem to figure out the non-transaction Tax Calculator process.Long story short, I want to use Avalara to generate tax without creating a full transaction.

DavidPBeginner

How do I delete scheduled Zapier tasks to prevent them from running?

I understand that if I delete a task from my history I will not get the credits back. However, if I delete a scheduled task, will that stop the task from completing? For example, if I am running a sales campaign for three weeks, and after my first touch someone says they are not interested, can I go in and delete all follow up tasks so that person does not receive an email from me over the next three weeks?

How can I bulk transfer daily Shopify orders to Google Sheets?

Hello, I am a beginner working with Zapier and our goal is to automate the process of transferring data from Shopify to Google sheet - for example, orders from Shopify. I know how to create a Zap to transfer data for each created order in Shopify. However, with a large number of orders, we quickly run out of prepaid tasks. Do you think that there is a possibility to download data, e.g. once a day in bulk and not after one order?So there wouldn't be one task = one order, but, for example, one taks = a summary of daily orders.Thank you for your answers and help.

How do I update Monday.com's status to "On-Site" when the first photo was taken in CompanyCam?

I am wanting to setup an automation for when a photo is taken on a project in CompanyCam it will then update a status in Monday.com--Current automation: When an install is confirmed in Monday.com by our team, a Project with customer details gets created in CompanyCam, then CompanyCam add the project link in a column in Monday.com I need a way to update the status of the item (customer) in Monday.com to “On-Site” when the first picture is taken in that project on CompanyCam.

1

6 months ago

S

StrategicinvestorsNew

asked in How Do I

Is it possible to automate data transfer to the Microsoft Access Database?

Is it possible to do a zap to MS Access Database?

PaulMNew

Creating a card in Trello from a Sharepoint folder

I have a Zap creating a card in Trello with the title of the folder name when a new folder is added to a shared Sharepoint folder, but the zap keeps adding a new identical card with every run even though the folder hasn’t been updated. Am I missing some form of lookup to check if the card already exists? I thought I’d done it based on created date but maybe it should be created date and time?

1

6 months ago

bridgmanBeginner

asked in Troubleshooting

Google Drive error: While requesting "dev_file" from Microsoft Outlook, undefined, it doesn't belong to targeted mailbox

I’m trying to grab a file attached to an Outlook email and upload to either Google Drive or OneDrive.In Outook, I have a shared inbox that I have access to, and a rule that moves specific emails to the shared inbox. Every email moved to the shared inbox will have exactly one PDF attachment.The zap fails when trying to upload the file. Everything works fine up to that point. The error I get is the same (below) whether I’m using Drive or OneDrive, so I think the issue is with Outlook.The error looks similar to this discussion in Power Automate, but I don’t know if it’s a red herring -- and if not, I don’t know how to translate the solution into Zapier: https://powerusers.microsoft.com/t5/Using-Connectors/Item-Id-doesn-t-belong-to-the-current-mailbox/td-p/528537

3

6 months ago

DigitalGNew

asked in How Do I

How do I add multiple separate tags to Mailchimp from Google Sheets?

I’m adding multiple tags to mailchimp using sheets cell data in a previous step, it seems to be putting the 2 tags together as one in mailchimp rather than 2 separate tags. Am I supposed to be using a separator in the tags area in mailchimp?eg. Tag1 Tag2Turns into Tag1Tag2 in mailchimp.

3

6 months ago

K

kristinsaksNew

asked in Troubleshooting

Can the Find Contact action update an existing contact in Zoho Desk?

This post was split from the topic: Gravity Forms / Zoho Desk Zap getting “The data is invalid due to validation restrictions-/contactId” errorHi! If I use the ‘Find contact’ option for Zoho desk, is it supposed to update the fields I map with Chargebee if the contact is already in our Zoho desk? Or does it just create a new contact if it doesn’t already exist?

1

6 months ago

ElodiewBeginner

asked in How Do I

Can I retrieve the PDF of a bill in Quickbooks?

Hello, Hope everyone is well!I am facing a challenge today. I am trying to set up a Zap that would retrieve information from a bill in Quickbooks, and then put this info in Monday.To do so, I’ve chosen the trigger called “New Bill in Quickbooks Online”. I can see all the info (i.e. the doc number, amount invoiced, description, due date etc.) about the bill, except for its PDF. Does anyone know why?Thank you!

7

6 months ago

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