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30076 Topics
R
RemoteCareTodayNew
asked in How Do I
How do I automatically capture referral URL from Wix forms and populate it in HubSpot contacts?

I am setting up wix forms to hubspot contacts. I am trying to pull the url (full with path) into the contact so we know which reps page the lead came from.  Everything is pulling in nicely that is manually entered but I can’t seem to get the url to pull in automatically into hubspot. 

161
Troy Tessalone
7 months ago
A
AudraBNew
asked in How Do I
How do I automatically email new Google Docs upon creation in Google Drive?

When a row is added to my Google Spreadsheet, I have Zapier making a Google Doc out of it using a template.  It saves it to a Folder in my Google Drive.  I want to have each new Google Doc added to this folder emailed as an attachment to multiple people.  Is this possible.  I’ve seen where people send a notification, but I actually want to attach each new doc and email them. 

291
Troy Tessalone
7 months ago
S
SantiNew
asked in Troubleshooting
Gmail is throttling after sending over 70+ emails

Hello,I started today my Zap. After sending over 70+ Gmails it has started throtteling. I’ve read other posts in the community and I’m not sure if it is the same case as they are premium users and we’ve been already allowed to send much more emails than the limits stiupulated on the platform. Urgent, any help is appreciated, 

919
Troy Tessalone
7 months ago
S
scraginBeginner
asked in Troubleshooting
Failed to create a file in OneDrive: The app returned "Not Found"

I have created a form in Jotform that askes the user to upload a business card, the following files types are accepted (pdf, doc, docx, xls, xlsx, csv, txt, rtf, html, zip, mp3, wma, mpg, flv, avi, jpg, jpeg, png, gif). I am trying to create a zap for when a new form is submitted, that business card file (photo) is uploaded into my OneDrive. I will attached the error that is occurring when I test the zap.

303
Troy Tessalone
7 months ago
C
CarolineM522New
asked in Troubleshooting
Google Sheets to Sender Zap not updating custom field issue.

I am using Zapier to connect a google sheet and a Sender profile. with a different automation, I am sending an email to existing contacts and asking for their birthday so we can give them a birthday code. They fill out a google form and the answer populates into the google sheet.The zap should then take the new spreadsheet row and update or add a contact to sender and include the custom field “company birthday”. This is a column on my spreadsheet and it is a custom field I have already made on sender. When I test my zap, it can find the data in the spreadsheet and find the matching contact in Sender but it does not carry the custom field to Sender to update the contact. I have tried putting a placeholder date on the Sender contact so it just needs to update, rather than making a new piece of data but it will not update. I have completed the birthday survey with a new email address and it was able to make a new contact in sender but it will not carry the custom field data over. I can se

181
Troy Tessalone
7 months ago
M
My-Arise-AnnaNew
asked in How Do I
How do I set up a Zap to send specific automated emails based on retreat bookings from Regiondo?

Hello Everyone, unfortunately I couldn’t find any relating article to this. I have set up Regiondo (booking platform) with Mailchimp. The goal is: When someone books a Retreat over Regiondo we want to send the customer an automated series of mails until the Event starts. First question: I can only select a specific already existing customer booking and not a general “tag” like “Apnoe & Yoga Retreat” as a trigger. How do I know know that Zapier uses the correct product for the following mails?Second question adding up: We have one Retreat starting in July and one in September.  You can choose this in a drop down field on Regiondo. We would like to welcome the customers with “Welcome in July” and “Welcome in September” … How does that work if the Zap starts from the same booking page?I created the following journey in Zapier: I choose everything correctly, yet I keep getting those Pop-ups when I try to test: What did I do wrongly here?  Thank YOU so so much for your help! Kind regard

123
Troy Tessalone
7 months ago
T
trixymarieBeginner
asked in How Do I
What filter or delay is appropriate for Hubstaff Stop Timers notification?

Hello! So we are trying to create this automation whereby Hubstaff activity gets sent to a certain Slack channel. That includes starting & stopping their timers.Inside Hubstaff, our team members can switch among different tasks and projects whichever they are currently working on. So they need to press a button whenever they are on a meeting, or doing a certain project, or on a sales call, you know what I mean.My problem is, when a team member switches to a different task, Slack tags it as them stopping their timer, when in fact they did not. They just switched tasks. As a result, our slack channel gets flooded with “this person started and stopped their timer”, it can really get crowded as we have 25 members. What I want to happen is that we only want to see “stopped timer” notifications if timer has been stopped for more than 5 minutes and not when they are just switching task.Is this possible? Been trying to crack this for the last 2 hours. Thanks a bunch to whoever can help.

223
jayeshkumarbhatia
7 months ago
H
hungry-pikachuBeginner
asked in How Do I
Is it possible to put help text elsewhere than `below input field`

Hi I am currently developing a private-integration action I wonder if it’s possible to put the help text elsewhere than `below input field`? Thanks!  

213
Troy Tessalone
7 months ago
D
Dr MichaelNew
asked in How Do I
How do I connect Stripe accounts and create customers in a specific account?

I am trying to connect my stripe with Zapier and it is connected now but It is creating the customer in the wrong account of Stripe.The whole flow is as soon as a client/lead is won in clickup CRM, a customer should be created in stripe,Any help should be appreciated.Please email your responses at ali@readylogic.co .thanks for your time and consideration

361
Troy Tessalone
7 months ago
R
RedravenBeginner
asked in How Do I
How to auto-pin WordPress post's featured image to Pinterest using Zapier?

I’ve been trying to have my wordpress post automatically pin to pinterest - only issue is i dont know how to have it pull my featured image as the pinterest image. Any suggestions? Thank you!

4263
SamB
Community Manager
7 months ago
0
0codeNew
asked in How Do I
How do I map a "Person" property from Google Forms to Notion database using Zapier?

I am trying to build a simple Zap that takes a Google Form entry via Google Sheet, and creates a new line in a Notion database.The form is filled out by visitors when they arrive at the office, and it contains simply their name and the name of the person they are visiting. We add the date and time to it.I can make the visitor name and date fields work fine, but the person they are visiting is a ‘Person’ property in Notion (because we want it to be assigned as a todo with a notification). Zap tests return an error about needing a UID for this field rather than the name.I found a similar community post about Salesforce where the suggestion was a find record stage to track down the UID, but if I try to add that to my Zap the Person field isn’t an option. Bit stuck. My first time building something like this so feel like I’m probably missing something simple. Also - I am completely open to an answer suggesting something other than Google Forms. I’m basically trying to replace Envoy here wh

611
Troy Tessalone
7 months ago
Z
ZappyGlennBeginner
asked in How Do I
How to send Xero purchase order details to Excel/Airtable?

I’m on a paid plan.I’ve connected XERO and it’s working for invoices and contacts. But using the same processes as invoices and contacts, I can’t get a new purchase order to activate a zap. The test works fine.Weirdly the test doesn’t pull in the most recent purchase order though, it always pulls in the first PO I ever created, but the invoice test always pulls in the most recent. Is anyone successfully automating new PO’s from XERO in to anything? I need new purchase order details to be copied to a sheet so I can get details like amount, delivery address, delivery date, etc.

26412
SamB
Community Manager
7 months ago
M
MohitMayankBeginner
asked in How Do I
Create Multiple Columns in Google Sheets if they do not exists

With Google Sheets, I want to create multiple columns in an existing worksheet if they do not exist already.For example: I want to create 3 columns - “A”, “B” and “C” if they do not exist. Currently, I am only able to do the creation part by having 3 “Create Spreadsheet Column” steps. My question is -- can I do this with fewer steps + how to perform the check to skip the columns that are already present?

5411
SamB
Community Manager
7 months ago
C
CervhoNew
asked in Troubleshooting
Interfaces form submission error

what does this error means ? and how to i solve it ?  Uh oh, something went wrong. TablesApiError: request failed: https://tables.zapier.com/api/v0/tables/01HW775C9FVT36NH2TAW66F6EH/records (400) [{"detail":"Encountered 1 validation errors.","code":"validation:errors","message":"Cannot set read only field.","support_id":"280223199794696219762991222552706580239","meta":{},"errors":[{"title":"Cannot set read only field.","status":400,"code":null,"detail":null,"meta":{"key":"f5","id":null}}]}] «eocj0upo»

321
SamB
Community Manager
7 months ago
R
RecruiterInKenNew
asked in How Do I
How do I set up a Zap to download job application files to OneDrive

When a candidate applies for a job, I would like it to download that file to OneDrive. It is currently just downloading the file text. 

52
jayeshkumarbhatia
7 months ago
A
asia.lunardiniNew
asked in How Do I
Updating Inventory/Product Quantity in Shopify

 I operate a unisex brand but have needed to categorised the products on the website as male and female. Can a Zap be set up so that when a new order is received, say for a "male" product, it automatically updates the product count for the corresponding item in the "female" inventory?

251
jayeshkumarbhatia
7 months ago
A
Ali AlSarrajiBeginner
asked in How Do I
How to make a More App task from Google sheet?

I have a form on Moreapp that I want to simi fill with the information I have from a google sheet and start it as a task for a certain user.I tried to use the key-values but it would not fill in the task.

325
SamB
Community Manager
7 months ago
A
applesandberriesNew
asked in How Do I
How to automatically import monthly website data from Google Analytics to Google Sheets?

Is it possible to have a scenario where every month, website data from google analytics, is collated in a google sheet monthly. 

571
SamB
Community Manager
7 months ago
A
angadsrivBeginner
asked in Troubleshooting
Covve Scan 'Notes' field appends "Scanned with Covve Business Card Scanner" to whatever I type in

Same issue as the now-closed thread: Here’s how the automation is set up — when I run it for step testing, the placeholder note comes through fine. But whenever I run the automation with actual data, the output adds "Scanned with Covve Business Card Scanner" to the end of whatever I’ve manually added to the ‘Notes’ field. Here’s how the note looks in the Covve app: and here’s how the automation (into an email) outputs it: and here’s the automation setup:  Thanks in advance! 

226
ken.a
7 months ago
H
HilarieBeginner
asked in Troubleshooting
Zap Connecting Circle and Convertkit Not Tagging Correctly

Hello! I just set up a few zaps to connect Circle and Convertkit. I have a few different ways of supporting people inside my Circle Community, so depending on what paywall they purchase I’d like to trigger Converkit to tag them appropriate to then send automated emails. After testing out my zap, it appears when someone joins one paywall, they get tagged with all 3 tags (VIP level, membership level, starterkit workshop series) inside Convertkit and this should not be happening. I assume it has something to do with how I set up the zaps. How do I set it up so someone is tagged appropriately? Please see screenshots attached.   

197
ken.a
7 months ago
L
livedigmBeginner
asked in How Do I
How does "Queue Title" in Zapier's "Delay After Queue" differ from Loop Iteration?

hello.Delay after queueingI don't understand the following explanation.In the Queue title field, enter a title for the queue.It will be delayed the specified amount of time after the last delay in the queue. You can enter up to 32 characters. The default is a unique queue for this step.When you say 'Queue title field', do you mean to set 'Loop Iteration'?  

513
ken.a
7 months ago
K
Kennedy AlvarezBeginner
asked in How Do I
How can I set the Account Owner in Microsoft Dynamics 365 via a Zap from Unbounce?

I am creating a Zap with the Trigger being a form submission from an Unbounce landing page and the Action being to create a new Account in Microsoft Dynamics 365. I am able to pull in all the necessary information except for the Account Owner. I am not seeing this field as an option in the Zap setup. When viewing my test lead submission in Dynamics, the Owner is listed as me. Has anyone found a workaround to set the Account Owner upon transfer of the lead information?

211
ken.a
7 months ago
J
JonnyDMNew
asked in Troubleshooting
Notion error: body failed validation. Fix one: body.properties. Name.id should be defined, instead was `undefined`. body.properties.

Hi, I’m creating a coupling with Zapier and Notion.When I use the “Find Database Item in Notion” to find and create new items based on 2 fields, I get the following error:body failed validation. Fix one: body.properties.Name.id should be defined, instead was `undefined`. body.properties.Name.name should be defined, instead was `undefined`. body.properties.Name.start should be defined, instead was `undefined`. The fields I’m using areName (title field in Notion) Date (date field in Notion) Using name individually does work. As soon as I add a filter on Date, it does not. The formatting of the date field is “YYYY-MM-DD” and my timezone settings in Zapier correspond to the ones on Notion. What can I do to fix this?

1031
Troy Tessalone
7 months ago
J
Jhashank Roy ChowdaryNew
asked in How Do I
How to fix typos in email addresses with Zapier's Formatter step?

I have a Zap that pulls leads from Facebook Instant Forms (Lead ADs) and adds them to a MailChimp Audience List (which then fires off a drip sequence / mail automation to nurture those leads) and also adds them to a LinkedIn Custom Audience List (for us to use this to re-market to those folks on LinkedIn).The issue here is when someone enters / mis-spells their email ID i.e. :1) gmai.com (missing the L before the .com)2) gaml.com (missing the I after g)3) gmal.com (missing the I before l)4) gmail.co (missing the M at the end)5) And so on and so forth...When this happens, the contact does not get added to MailChimp as it throws an error assuming this to be a fake email ID (obviously because of the typo) and we end up having to manually go into MailChimp and renter the details manually.Naturally all further steps that depend on email ID (adding them to remarketing list on LinkedIn etc) also fail because of this.I was able to figure out that using the Formatter Step > Text > Replace

701
Troy Tessalone
7 months ago
T
tomas456New
asked in How Do I
How to use Zapier with Facebook Leads: send lead info (phone number) to multiple emails or Google Sheets?

Hello, can I use Zapier to automatically send FB leads (lead contains only phone number) to multiple email adresses, or can i send set up zapier to send a notifications to multiple email adresses about the content of the lead (concrete phone number) ? Or does zapier only tell me that a new lead is available? Can you replace the e-mail adresses with google sheets? Thank you 

111
Troy Tessalone
7 months ago
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