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17354 Topics

J
j.smithNew
asked in Troubleshooting

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!

1
christina.d
Community Manager
8 months ago
S
SHarrisBeginner
asked in Troubleshooting

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?

6
Danvers
Community Manager
9 months ago
A
AutomatonMarshallBeginner
asked in How Do I

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?

2
jesse
Community Manager
6 months ago
L
luptiluNew
asked in How Do I

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!

2
L
1 year ago
A
AlvinBeginner
asked in How Do I

How can I automatically comment on the latest Facebook page post?

Is there a way to automatically detect new posts on a Facebook fan page and automatically leave a comment under the new post immediately?

3
christina.d
Community Manager
10 months ago
M
MubialiNew
asked in How Do I

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"

1
Troy Tessalone
1 year ago
A
aristosvBeginner
asked in Code & Webhooks

How do I use Javascript to send SMS using Code?

Hello, I am trying to sent an SMS using “code by zapier” and javascript. My SMS provider tells me that I need to use this javascript code. var myHeaders = new Headers();myHeaders.append("Authorization", "Bearer <api_key>");myHeaders.append("Content-Type", "application/json");var raw = JSON.stringify({ "message": "This is test and \n this is a new line", "to": "+35799999999999", "bypass_optout": true, "sender_id": "SMSto", "callback_url": "https://example.com/callback/handler"});var requestOptions = { method: 'POST', headers: myHeaders, body: raw, redirect: 'follow'};fetch("https://api.sms.to/sms/send", requestOptions) .then(response => response.text()) .then(result => console.log(result)) .catch(error => console.log('error', error)); But when I run this on zapier I get the following error. If you are doing async (with fetch library) you need to use a callback! I have no experience with javascript but I think it has something to do with the last 3 lines of thi

13
nicksimard
Community Manager
1 year ago
A
Anonymous
asked in How Do I

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

1
Troy Tessalone
1 year ago
michael291
michael291Builder
asked in How Do I

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? 

6
michael291
1 year ago
E
earth realmNew
asked in How Do I

Give users roles in Discord

Hay So I’m trying to make it that when someone types anything something in a channel he gets a role and i don’t know how to make that. 

2
jesse
Community Manager
1 year ago
M
meganfBeginner
asked in How Do I

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

3
GetUWired
2 years ago
T
testOverflowNew
asked in How Do I

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.

5
christina.d
Community Manager
10 months ago
K
KelvinNew
asked in How Do I

Delegate Mailbox - Gmail

Hi - How do I connect Zapier into a delegate inbox on Gmail? When I start to create a new Zap I load my Gmail Account. I’m then present with the box “Inbox and All Labels” which has my main Gmail Account but not the delegate one. Any ideas?

6
GetUWired
1 year ago
J
Joana_Matos123
asked in How Do I

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

1
steph.n
3 years ago
B
BenK80Beginner
asked in How Do I

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

3
AndrewJDavison_Luhhu
2 years ago
B
BreannaNew
asked in How Do I

Send email

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

1
ForYourIT
3 years ago
J
JWSBeginner
asked in How Do I

Syncing Dropbox to Google Drive

Would there be an easy way to do a full two way sync between Google drive and Dropbox? All changes in each location synced to the other location. Seems like it might get pretty complicated. 

4
J
2 years ago
J
Joren
asked in How Do I

How can we add a second product line item in to Zoho

I've created a zapp that makes a sales order in to zoho. But as soon as two different roducts are bought the zapp fails.

1
AndrewJDavison_Luhhu
3 years ago
S
ScandiJohannaNew
asked in How Do I

Shopify payments

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.

2
Liz_Roberts
Community Manager
2 years ago
J
jatinsharmaBeginner
asked in How Do I

Instagram to Discord

I connected Instagram to discord, and it’s working fine. But, the media URL it posts is too long and looks odd in the chat. Is these any way to shorten the URL. Or i wanna know how to send embeds through Zapier on discord, so i can link that url to media part of embed.

5
Danvers
Community Manager
3 years ago
C
ColleenBeginner
asked in How Do I

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?

1
AndrewJDavison_Luhhu
3 years ago
S
shahmatBeginner
asked in How Do I

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)

4
C
2 years ago
M
mv5New
asked in How Do I

Google sheet formulas

Hi! Need help regarding using google sheets formula in zapier. How to use the following formula in zapier:Left(), right(), vlookup() and ifs()Can’t find it in the list of formulas. Thank you and hope someone from this group can help.

1
Liz_Roberts
Community Manager
2 years ago
K
KerryNew
asked in How Do I

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

2
nicksimard
Community Manager
2 years ago
E
edchanBeginner
asked in How Do I

text file or csv to be sent as email

I have a requirement to read from a notepad text file (or a csv) to read n rows of text, and email it to an email address found on the n+2 row. How can I use Zapier for this?

3
AndrewJDavison_Luhhu
2 years ago
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