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Hey guys, I’m trying to bring information from monday.com to a Google sheet that is not working as I want it to.This is the zaps steps:Trigger: an specific column change in monday.com Action: Filter by Zapier - only continues if the value of the column is an exact value I have tried using the action: Get item by column value in monday.com too Action: This is where I’m have a problem I need to use the filter in step 2 as a key to get the column values from another monday.com board Action: Send the data from the board in the action above to GSheets.Let me create an example to make it easier to understand:The value of a status column on board “1. Clients” changed Filter by Zapier will check if the value in the column that changed is “Complete” If the column value is “Complete”, it needs to use the “Client name” as the key to send all column values from board “2. Client Information” to a Google sheet.This, however, is not happening. Can anyone help me? Cheers,TP
I’m trying to connect Zapier with Salesforce but I would like to connect to sandbox first. The redirect URL is set to production by default and I don't have the option to change the environment. This article says its possible https://help.zapier.com/hc/en-us/articles/8496020790925-How-to-Get-Started-with-Salesforce-on-Zapier but am not getting the option to do that.
I’m trying to find a currency code option to select for the currency field for creating my first zap but it doesn’t give me any valid option. (I’m not very tech savy but following a guide I know that I need to select “List item price… currency code” for this but can’t find it). Any suggetsions?
When adding a trigger from Hubspot I am able to select “Additional Properties to Retrieve” But when I try and add a filter based on this property is does not come up in the options: How do I filter my trigger based on the additional properties I have selected?
Hi all, I’m trying to find a way to automate Birthday messages to our company slack. I have thought of creating a google calendar with the birthdays to automate on the day of. But, it has yet to successfully tag the right person in the slack message. I have the slack message populating from the calendar discription, but this prevents from the individual being actually tagged by their username. ANyone have ideas?Is the google cal zap not going to work and I should use a spreadsheet as described in other responses?Thanks for the help!
Hello,I would like to know if it is possible to automate status changes of notion database items in two steps only.I know that this possible in three: Event ends > Find Item > Change Status.My goal is to have an item’s status to change from Active to Finished. I can achieve this in a test by selecting the item with the appropriate id. However, when I try outside of Zapier with a new item, the item does not update. I think this is because the Find item step is missing.I tried entering the Summary Field from google cal but this gives a uuid failure.Is this right or is there a way to automate in two steps status changes in Notion in only two steps?I feel like I did achieve this a while ago in a Zap but I can’t find it in my history as my org is on the Free plan.Thanks,Tom
Hi all,I have a trigger that is returning an order. The order has header data (such as order number, delivery address and a product line item array containing values for Product Code and Quantity for all the items ordered.For each of the line items, I need to look up a value in a Google sheet based on the Product Code in the line item array in order to get a pack size for that product code.The quantity ordered needs to be divided by the pack size to know the number of packs required. At the end of all this, I need to complete a single action to pass the order onto our inventory system (it’s not possible to complete an action for each item ordered because the inventory system needs a single record with line items).The action takes header values, and then requires a line items collection of all the things ordered, including the Product Code and the calculation of Quantity / Pack Size. I’ve tried to tackle this from a number of different angles, but have finally got stuck.My last attem
I currently have Trello cards being created from emails. These cards contain project information from clients. Inside the Trello card description is a Due Date that the client would like their project done by. I want to create an automation that will extract the date from inside the description of the card and set the due date on that Trello card to their desired date.
Can I duplicate my facebook lead ads if I already send them to Hubspot and then I create a zap (this time sending the facebook lead id)
Hi everyone,We are currently receiving facebook lead ads into our CRM (Hubspot) but without the facebook lead id, that is why I want to create a zap to create a contact in Hubspot when new lead in Facebook lead ads (this time including the Facebook lead id) but I am wondering if there is a chance to duplicate my contacts.Can you please help me to clarify this doubt?and what do you recommend to do?
Hi, mi ZAP is not working. I have everything integrated correctly. I send a test and it arrives correctly in the CRM. But when I turn it on and it runs, no leads arrive at the crm, as if the integration did not work.
Hello dear friends, I am trying to configure trigger with subscription hook. I have one problem, no matter what I do, there no any sign that the POST request is being triggered. So I dig into documentation or google and didnt find any answer WHEN actually this (look at screenshot) REST Hook POST request is fires? Even If I switch to code mode and throw in every steps z.console.log - nothing new in the monitoring. If I understand right so we have such a pipeline create zap → make all inputs → REST Hook POST request fired and sent all data to my API and there I can return saved ID of this trigger in my DB (whatever) ?
I would like to receive email notifications if a step in my zap is HALTED, I have found a crucial error in a 12-step zap where the 6th step has halted, however, the rest of the zap has run, therefore the zap has not fully functioned correctly and is marked as ‘Stopped/Halted’, however, I can’t find the option anywhere to notify me of this. Please help.
I have a google spreadsheet with columns A-W. Pulled it into a zappier to email values via Gmail. After users worked with a while they wanted a few more values added (columns). I added to the google form and see the data flow into the google sheet. I opened up the zappier that looks at the spreadsheet and it will not recognize past W. I readded the sheet to the trigger and it still doesn’t go past W. How do I expand the selection to AA?
Hello All,I will start with my purpose:I need to distribute a survey to about 250 people. They will need to answer 5 questions (some multiple choice, some short answer text). They will then need to choose 3-5 times that they could be available to meet, starting on a specific date.The problem:My participants are located all over the world, in different time zones. The scheduling poll I send to them needs to automatically update to their local time zone or have a dropdown option to adjust the displayed times. For this reason, Doodle best suits my needs. However, Doodle does not have the function to let me add additional, customizable questions. This is where I want to use Typeform. Ideal Workflow:Participants answer Typeform questions → they are sent to Doodle→ Participants select meeting times on Doodle→ Answers are submitted.Due to the high volume of participants, I need both the Typeform and Doodle responses to be “connected” and retrievable from the same place. With these answers, I
Here’s the situation: I’m organizing collegiate student choir auditions for roughly 300 students. Each student has to fill out a Google Form with some necessary information. The form will also link to a Signup Genius page where they will select their desired audition time from the list of available times. I would like to be able to view that Google Form’s spreadsheet and see the student responses AND each student’s audition time (rather than having two separate spreadsheets). How can I use Zap to add the student’s selected signup time in Signup Genius to the student’s form responses?
I’m working on a Salesforce to QuickBooks integration and I created a Zap that is triggered by a payment record in salesforce getting updated. It then finds the invoice in quickbooks and creates a payment associated with that invoice and applies the payment amount to the balance of the invoice.My issue is that it only works on the first payment that gets applied to an invoice. If another payment is meant to get applied to the invoice (for paying in multiple installments at different points in time), nothing happens, not even an error. I can see the transaction get picked up by Zapier though as it gets filtered out of a separate Zap we have running.Feel free to ask any other questions, but if anyone has any idea what might be happening, help would be fantastic
I’m making a zap to have new leads submitted via gravity forms, go into zoho. The leads are going through without issue, but the problem is we need them in the “Approval” page (/Leads/actions/approvals) of Leads and they’re instead going into the general lead queue. What can I set to have it go to approval? With zoho’s webforms there’s an option “Request for Approval” which can be toggled on, but I don’t see any equivalent in the fields zapier is displaying. Thanks for any help/suggestions!
I’m trying to connect MailChimp and Podio so i can automatically send an email to new subscribers. i have everything set up correctly, I’ve watched tutorials and read articles. but every time i try to test my zap an error comes up saying “failed to create a subscriber on MailChimp. Invalid Resource - Please provide a valid email address”. it’s entered correctly in Podio but it comes up weird on here, and its not valid. any solutions?
Is there a way to copy both the actually spreadsheet and the comments contained within that spreadsheet using a Zap?I’ve tried duplicating the spreadsheet using both the Google Drive Copy File option and the Google Sheets Create Spreadsheet option but the comments don’t come through.I’m not seeing an option to make this work but we use comments to explain to clients how to complete each column so I’m hoping there’s a way. 🤞🏼
I have several transfers (excel on onedrive → Mailchimp)when I try to ‘run transfer’, sometimes it works fine, but other times the uploaded data is from an old file or the connection is not possible.When I ‘edit transfer data’ and fill in the exact same target file, the latest/correct data is uploaded.This also makes it impossible for me to move data on a fixed schedule. right now I have to manually start and/or edit all these transfers individually.Any ideas how to make sure Zapier finds the latest file when i ‘run transfer’?Thank you!
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