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My newly created leads from Salesforce won't convert into opportunities.
Hi there, I am trying to create a Zap where when a contract is signed => update salesforce. The issue is that if there is no lead, we need to create a lead and then convert that lead to an opportunity and update that same opportunity. I keep running into issues where it will create the lead but wont convert the lead data to an opportunity. If you have any help, or suggestions, that would be greatly appreciated. Thanks!
Getting “file/folder not found” error when exporting a file from one Dropbox folder into another
I have a folder that I export documents to from an electronic notebook. I then want the files in that export folder to be moved to another Dropbox folder. I keep getting the “file/folder not found” error. How do I accomplish this?
Using Checkboxes in Sheets to trigger Slack Messages
Hello folks, I have a ZAP that I want to trigger when a checkbox is ticked in a column.I currently have it set up to trigger when a column is updated, and all the cells in that column (where there are rows that contain data) have an empty checkbox in them by default. The problem is, it appears never to actually trigger this first step. I do have a filter set up for step 2 as shown here:But the ZAP never gets started. When I tick the checkbox in the spreadsheet, I expect Zapier to understand that as an Updated Row from Sheets. But it is not even starting the first step, so there’s no history to investigate.Why wouldn’t ticking the checkbox in the assigned column result in a trigger?
Is it possible to pick up reactions added to Slack messages across multiple users/multiple channels?
Hi there,I’m trying to set up a workflow that adds Trello cards for Slack messages when a certain reaction is added to the Slack message.I’ve been able to successfully do this for a single user (myself) posting to a single channel, but I’d like to open it up to other users and other channels. I’ve tried simply keeping those options empty: But that seems to throw an error / not find any results:I came across this similar question but don’t understand the suggested workaround – it suggests adding a filter, but I don’t see how that would help? Could you elaborate? Thank you!
Updating Module in Zoho CRM: "Unable to create entry in module" error
hi im trying to update module using zapier but im getting an error while update recordError : " Unable to create entry in module: Events. Error : Invalid data for the field participant. Detail : expected_data_type long, index 0, parent_api_name Participants"
Using Google Forms to create Google Contacts, add to a group, then assign additional labels based on form checkbox responses
Hi there. I’m trying to speed up a workflow where an organization’s newsletter is being sent out via Gmail using members of a group/label contained in Google Contacts. The weak link in the system is that when new subscribers want to be receive the newsletter, they have to write their info down on a piece of paper which has to circulate around and be manually added to Google Contacts and tagged with a group/label called ‘SEND NEWSLETTER’.(Yes, I know - The simple fix would be to use a newsletter or email marketing platform which has a built-in collection system, but that would rock too many boats within the organization so we’re taking baby steps)Here are the list of ingredients that I already have in place:Google Account already set up / Gmail / Contacts / Forms / et cetera Google Contacts already has a bunch of contacts in it and already has a handful of labels/groups I’ve built the Newsletter Signup tool as a Google Form, linked to its form data collection spreadsheet I have authoriz
How to remove related records in Zoho CRM
Hello, if got a little problem…I have created a Zap that synchronizes updated entries in the “Contact module” in Zoho CRM and an account (if the contact is linked to an account) to an app with the name Bexio (an invoicing tool). Everything works fine, except the one thing: If I remove the account in an entry in the “Contacts module” the link to the account won’t be removed in Bexio. In Zapier I have only a dropdown where I can pick an entry in the “Accounts module” in Zoho CRM or choose a custom field, but I cannot define “None” or something like that. Is there a simple way to solve this?
Spaces in image filename
Does anyone know how to get around the problem of a zap-step not handling a file because of a space in the filename?Our automation is attempting to add uploaded images to our social media channels but regularly fails when user attach files with spaces to their online forms. the message in the zapier step mentions “Invalid image url parameter supplied”ThanksJ
How do I filter on a specific phrase within a threaded Slack message?
I am trying to create a ZAP that will look for a phrase like 18 out of 20, 19 out of 20, etc. however, this phrase is within a threaded reply. Is it possible to have a ZAP that can review threads and post a message to another Slack room any time the first number is less then 20? I’m struggling with getting ZAP to look into threaded replies.
Skedda connecting with Salesforce
Hi, I am connecting Skedda with Salesforce, and I'm having these issues: Contact field in Salesforce is not connecting with the User name in SkeddaDate and Time feeds together into a Date field in Salesforce, despite using Formater to separate date and time valuesPayment Status options do not feed into SalesforceHas anyone used these systems and can advise? Thanks very much, Joana
Using Paypal Webhook from Paypal Apps instead of IPN
Hi everyone,Trying to get my connection to paypal running. Unfortunately I want to trigger the Zapier webhook with one of my internal paypal apps which have webhook integration as well. I do want to generate more than one app within paypal as we need to separate different plattforms from each other. I know there are ways to integrate some sort of logic if whatever value is equal “plattform 1” or “product 001” then do this. But I want to work with the standard paypal Zap integration where my webhook integration is clearly not working. Only the IPN Paypal integration is triggering the zap correctly at the moment. Any help would be appreciated !Thanks ! Ben
GMAIL - GOOGLE CONTACT LIST Hello, We are currently testing the paid Zapier account for the multi-zap ability, but before we proceed with purchasing, we need to figure out how to send an email (from Gmail) to our pre-set contact list in Google Contacts. Is this possible? Goal: customer purchases a zoom class using WooCommerce. Wordpress automatically sends the live zoom class link. Once the class is done (and recorded) the recording link gets sent to only those that purchased it (there are multiple options - with recording or class only) we have successfully set up zap #1 Order in WooCommerce: new order trigger, continue filter if meta contains the word the word “recording” Find or Create Contact in Google Contacts Add Contact to Group in Google Contacts (label “may 6”) we need a second zap New Recording in Zoom Only continue if… topic = May 6 Send Email in Gmail I’m trying to extract all of the contacts labeled “may 6” from the first zap but “The value in the "Bcc" field is
Hi, I’m new here and was wondering if anyone could help me out? Shopify doesn’t provide end of day reports in POS and I don’t want to grant access for everyone to everything. We have 5 different locations and I need to get the finance report for each location at the end of day. Is it possible to use Zapier to somehow send the information to Google Sheets for example? Preferable so that employees would request for it when they close the stores.
I am trying to create a Zap from Google Form to Monday.com, but all my column values are null
I am creating a zap from GForms to Monday, to create a 'pulse' on Monday.com board when a form is submitted.I created Monday board columns that map from the Form/Spreadsheet, but seeing value:null for all of them. What am I missing/doing wrong?
Google form response > Turn into .pdf > attach to trello card
Hi there, I’m trying to create a zapier trigger to take a submitted google form response, turn that response into a .pdf file, and then attach that .pdf to a trello card. I’m unsure how to create the .pdf (as I only know how to do it manually)
Update Contact - Zapier expected ")' or ','
I have a zap from mailchimp to dynamics CRM, which creates any new subscibers in our CRM database and a return zap with the GUID for the contact. All ok so far!However, when I try to use the GUID to identify and update that CRM record later, I get an error that says zapier expected to find “)’ or ‘,’ in the contacts GUID. Can anyone shed any light on why I am encoutering this issue and what I can do to fix it please? Many thanks, Kerry
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