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I would like to offer my clients daily email check-ins for accountability and am trying to find a way to automate this. I created a google sheet with their name, email, email frequency, and goal. I have a zap created using the schedule trigger to look up a row by email frequency (“daily”) and then generate and send an email in gmail asking the client how their goal is going. The test row is working two days in a row now, but it looks like it will only perform the zap for one row as when I added a second row it completely ignored it and is still only running the zap for the test row. Any ideas on how can I get this to run for all matching rows in the given spreadsheet?
Hello,Using the trigger New Transaction in Revolut Business, the data received for “amount” is always the amount before fees, where a transaction fee has been applied by Revolut (exchange fees).There does not seem to be any data field with the full amount nor the fee itself.So the data pulled in does not match completely real account movements.Thanks.
I’m trying to automate the subscription management portion of my business. For contracts, I’m able to add a row to a Google Sheet, and I can get eSignature.io to send a service agreement to the client via email. This works great.For payments, I use Stripe. Currently, I ask the client for their card info via phone and manually add each client and set them up on a recurring fixed-cost monthly subscription. This is time consuming and annoying. My goal is to eliminate the need to: 1) ask the client their card information via phone 2) EVER log into Stripe to create a new client profile and/or create/update/cancel monthly payment subscriptions. My current apps are Google Sheets, eSignature.io, and Stripe. I’ve been experimenting with all the triggers/actions between these and I haven’t been able to find a solution to my problem. Thoughts:Is there another “action” app I need to add? Is there one that sends an email to the client that prompts payment information, and is able to integrate with
Dear Zapier Community,I am trying to automate the automatic association of a contact to a created deal. What I have done is create two sales pipelines for which I have automatically created Deals via the Zapier integration from contacts that came in via a Hubspot form the past weeks (so existing contacts in Hubspot). The creation of these deals from the contacts (based on a contact property change) worked. But I now have the problem that none of my contacts are associated with my created deals. For context, my business does not operate with other businesses/companies but with private individuals, therefore the deal name is equal to the contacts first and last name. I have tried many versions through zapier but the issue seems to be that the automatic association from a contact to a deal cannot be resolved through the zapier options. Any idea how I can automatically assign my contacts to the created deals so I do not have to do this manually each time? Or if I may be missing an importan
Looking for an alternative to Importrange when performing formulas on data imported to Zapier. Importrange is slowing down my sheet to the point of almost being useless. Here’s some context:Using Zapier to create new spreadsheet rows. It creates rows in sheet 1. On sheet 2 I want to perform various formulas using the imported data.So on Sheet 2: Cell A2 I have =if(sheet1!A2=”A”,1,0)Cell A3 I have =if(sheet1!A3=”A”,1,0)and so on down the page. When Zapier creates a new sheet those cell references automatically move. So now when Zap creates new row 3 in sheet 1 that formula in sheet 2 A3 automatically switches to referencing A4. (Or for some formulas it just breaks and gives you a #ref).I could used fixed references ($) but that would prevent me from copying the formulas down the thousands of rows.The only solution I can find to keep the references pointed to the right place and not move is to copy all of sheet 1 using importrange. The problem is it makes the sheet very slow. Any better
Hi there Zapier community. I want to automatically sign up buyers of my Clickbank products to the corresponding GetResponse lists. For example: - Buyer buys Main Product => gets signed up to List A- Buyer buys Upsell 1 => gets signed up to List B- Buyer buys Upsell 2 => gets signed up to List C Here are the steps in my zap: Trigger (New Test Sale In Clickbank) > Action (Lookup Table) > Action (Find List in Getresponse) > Action (Create or Update Contact In Gertesponse). After created the Lookup Table, I selected “Line Item Data Item No” as my Lookup Key. Then on the left side of the Lookup Table (key), I listed all of my Clickbank products item no. On the right side of the Lookup Table (Value), I then matched each Clickbank products item no with respective designated Getresponse list. I tried plugging in the Getresponse list token, list ID, and list name… But the output data kept showing “Output: No Data”. And everything just didn’t work. What is the part that I mis
I’m looking for a way to connect Microsoft Forms to email. Yes, I know the owner of the form gets a notification when a response is submitted, but I’m looking for a way to send the response to different people based on responses in the form. I don’t see Forms in Zapier at all. I do see that Forms puts responses in Excel, but it seems to be a downloadable Excel sheet, not Excel online. So I’m stuck. I realize the obvious answer is to not use MS Forms at all. But I’m looking for something that requires the user to be logged in with Microsoft within my organization to submit a response. I’d appreciate any ideas!
Hi everyone!I’m new to the community and to ZAP overall.I’m trying to create a ZAP that captures information via an online form and generates Contacts in my CRM (D365). The first step that I must have for this ZAP is so it searches for duplicates (using e-mail address) within my existing database before creating a new record. How do I generate this step?Thanks a lot!
Dear all, I am working with a client, and we are getting lots of engagement on Instagram post, reels and story. Our IG Inbox has lots of engagement and we are having some conversations fall through and not being replied by our client care person. Any Zaps that I can create and utilize any Apps to help with this? Thanks for your support Priyanka
Hi, I’m trying the template with Bigquery trigger to send an email through gmail as I’d like to check if zapier would be suitable tool for me. I have tested my bigquery trigger and seems to be working fine but when I try to access the row level data to customize the body of the email (or any other field for that matter) I get the following error that says that the query has expired. However, if I run the same query again in the bigquery console I get cached results which should mean that the results haven’t expired yet. Any thoughts on how to troubleshoot this?
I have an integration with Webflow and memberstack. I get an error stating The app returned "Site is published to multiple domains at different times" when trying to setup. I’m only published to one domain (both www and non-www - the non-www is set as my default ). I’ve unpublished and republished but no luck. Any idea for me? not sure what to try next...
Hello! I have a zap that triggers when a specific appointment type is scheduled in Acuity. When this appointment is scheduled, I want a tag to be added to the customer’s profile in Shopify. Seems really simple. I pull in the appointment data from acuity, add an action step to update customer in shopify. Under the “customer” field for the shopify action step, I add the email address of the customer from the Acuity trigger and manually add “VIP” as a tag. When I test, I get The app returned “Not Found.” I have verified this customer exists in shopify, I don’t know what I’m doing wrong. I even tried a filter to find customer in shopify and then pulled the email from the found customer into the customer field to update, I get the same error. Thoughts? 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.
Hello to all Community MembersI am new to Zapier and I am having hard time achieving the following: Zap 1: Pulls the Event IDs and stores them in a listZap2: Pick one of the event IDs from the list mentioned above and get all registrations against that event ID. Now store these in a different table or write them to another platform. Having a hard time creating a lookup table that can store the list and can be called from the 2nd ZAP. Can someone please help with what Zapier tool should I use. Thanks a lot.
Hey all, I am trying to integrate accessally but the zapier option seems to be missing from my accessally settings. According to instructions there should be a zapier integration tab on my accessally settings, but it is not there?This is what I see But this is what the instructions say I should see Has anyone ran into this problem before? Am I missing a step? Any support would be greatly appreciated!
I am trying to set up a connection between square and airtable. we have basically two inventories - one of new items which is in square, and a second which are collectible items that we have in airtable. we are trying to have some of the airtable inventory accessible through square (online or in the store). So i have it set up to import the desired items into square, but i would like the two apps to communicate when the item sells. I would like to update “quantity” and “in stock” fields. any idea? is this a webhooks situation? a little internet diving says yes...maybe?
Hi, So I have an API call that I make to look to see who is scheduled. But instead of it it returning me the actual data, it returns me IDs. So when I really want to get Who: JohnStart Time: 09:00End Time: 12:00 Who: FredStart Time: 12:00End Time: 13:00etc Instead I get Who: 12355Start Time: 09:00End Time: 12:00 Who: 12356Start Time: 12:00End Time: 13:00etc Needless to say, to me, 12355 is meaningless to me as a human Thankfully I can call another API call that contains a reference of people and similar for places. So 12355 : John12356: Fredetc My questions is, how can I smash these together in Zapier? As what I want is the first thing, that tells me in English, who the person is! I’ve made the zap work, by manually hard coding the data in the second API call myself using a lookup table.But this fails whenever we get new people added to the list. I thought maybe I could dynamically populate the lookup table from the API, but I dont think this is possible? The other work around woul
Hello, I’m having an issue updating a Google Calendar event. There are four steps involved in the calendar updating (as well as a bunch of non-related steps in the zap). Please note that I have the time zone in my Zapier profile set to Eastern. Step 1 is to format the start date and time. This outputs: 01/28/2022 12:28 Step 2 formats the end date and time.This outputs: 01/28/2022 13:28 Step 3 finds the event in Google Calendar (which works fine, no problem there). Step 4 updates the event in Google Calendar using the previously found event. I use the outputs from two Formatter steps as the Start Date & Time and End Date & Time However, no matter how many different variations of date formats I try, I get this error. Thank you for your help!
Anyone come across an issue where Zapier shows your zap runs succesfully, the log shows the email was sent - however the recipient doesn’t receive the email and it doesn’t show in the sent items of the email account (ie; not sent)? Zap has been working fine for months.App is connected properly.Email account is working, tested.
Hello!I am wondering if it is possible to use a ‘like’ on a Facebook ad as a trigger to invite that user to like the associated Facebook page?I can’t see such a trigger as an option to select when setting up the zap for the Facebook Pages app.None of the other Facebook apps seem appropriate.Thoughts welcome, thank you.Cheers,Annalise
Hi community, New user here, first post. I am going through the process of trying to create a Zap between Podio and Google Docs. I have an engineering company and I am trying to create a Google Doc draft (to later edit) in order to create a proposal for clients. I first enter all the project and client data into a Podio App and from there I would like to click a button that says “Generate Proposal” and use all the data entered into Podio to automatically create the Google Doc draft. I get stuck at “Action Type” - see image below. Thanks in advance!
Is there a Zap that will create a WordPress user from a new contact in an active campaign? The following is what we think we need. Other suggestions are welcome!Website visitors fill out an AC form on the site Visitor is subscribed to a specific list in AC now Zap adds the newly added (or updated) user to our WordPress site with: Membership in a specific Learn Dash Group (which then grants access to a course). Contact receives a registered user notification from the site (this should be automatic in WordPress - no zap needed). Thanks for your suggestions!
I am building a zap to trigger a new row in MySQL when I create a new record in Adalo. My issue is that Adalo stores their date in the format YYYY-MM-DDT00:00:00:000Z and MySQL store it as YYYY-MM-DD. As a result, I’ve created a zap action to change the format of the date input to one that works with MySQL. The following two screenshots show this process in action with the date input, and the finished test with final date output. I have set up the final step to populate the Date Created column in MySQL with the date output from the reformatting step (now it’s in the form YYYY-MM-DD)However, when I run the final step I still receive the same error that the date created in MySQL cannot be of the format YYYY-MM-DDT00:00:00-05:00. The new row sent to MySQL shows a Date Created with the format YYYY-MM-DD. Any advice on how to address this issue and have the date formatting allow for a successful zap build is greatly appreciated.
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