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28665 Topics
B
Blue Water Surrender IncBeginner
asked in Troubleshooting
Quickbooks integration doesn't work for different customer labels

We are a nonprofit and if we use the term “Donors” from the list of available customer labels within QB it will not find the existing record. Please consider adding all the Customer Labels when finding a record from QB.   

3
SamB
Community Manager
7 months ago
S
smbteamBeginner
asked in How Do I
How do I export all the lead data from Close CRM and put it on Google Sheets?

I’m looking to set up an automation/s that will do the following:Every Monday 5am, it will export all the lead data from Close CRM into a Google SheetThe goal is to use those data to do computations in another tab using the data exported from Close.These are the steps I’m setting up: 1st zap:Schedule by Zapier (set every Mon at 5am) Create Export in Close T​​his step though will email the exported file ​​​​​ I have to choose JSON as the format of the exported file because I need to include the activities (calls, emails, etc) 2nd zap:New Export in Close Utilities in Formatter by Zapier Google Sheets  I’ve encountered some roadblocks though. For the 1st zap:How do I convert the JSON to a CSV? Is using the ‘Create Export in Close’ action the correct step or is there another way?For the 2nd zap:In the Utilities in Formatter by Zapier, what do I put in the *CSV File field in order for this to work?Thank you

5
SamB
Community Manager
7 months ago
Pedro_Rosa
Pedro_RosaBeginner
asked in Troubleshooting
Document Retrieval Error in Chat GPT - Zapier Action

I'm encountering an issue with a Zapier action involving Chat GPT (Conversation With Assistant) where the document retrieval process fails, resulting in an error message indicating the file is not accessible. Despite attempts to resolve this, including switching the model to gpt-4-1106-preview, using different file formats (PDF and DOC), deleting and re-uploading the file, and even recreating the Zap from scratch, the problem persists. The retrieval tool is enabled in Zapier as well as in Open AI settings. (The aim is to analyze a document in PDF Format that was upload directly to the Assistant in Open AI, not a new upload.) Has anyone faced a similar issue or can offer troubleshooting advice to resolve this document access error? Thank you.

3
SamB
Community Manager
7 months ago
T
theorangepenNew
asked in Troubleshooting
LinkedIn API complex object query params not supported

Hi,i’m facing problems than never before using complex attribute object names via API Request on LinkedIn app.Assuming that API Request doen’t support restli version 2.0, it perform url-encoding to query parameters in prepare phase.Linkedin API rejects request as validation error when some complex parameter is defined ‘object.attribute’.Many Linkedin APIs are defined with that parameters syntax. How to handle them correctly?

1
SamB
Community Manager
7 months ago
J
joonNew
asked in Code & Webhooks
How do I track daily YouTube video views in a Google Sheet using APIs and Zapier?

I want to count the number of views for every video on my YouTube channel in a daily google sheet, up to a point that is 70% of the video's length.When I go to Google Cloud, there are 3 different types of YouTube API, YouTube Analytics API, and YouTube Report API, and I don't know how to apply them in Zapier, so I'm very confused and desperate for help.If anyone can help, I will not forget my gratitude.

0
J
7 months ago
Paal15
Paal15Beginner
asked in Troubleshooting
Limitations in document creation for PandaDoc through Zapier prevent auto quotes with multiple products.

Hi, I’m trying to set up auto quote generation in Zapier for PandaDoc. But in case if I have more than 1 product I get stuck.Create Document in PandaDoc action allows me to insert information only for one product There is no + option as in Document Metadata for example.I also tried to isert information separating by coma, but it didn’t work.There is no sense to use looping, cause I don’t want to send info to PandaDoc, I want to generate one whole document with all the information. ​​​​​

3
ken.a
7 months ago
V
VIDAHEALTHMARBELLANew
asked in How Do I
How do I add "Book Now" and Calendly links to WordPress, Instagram, and Facebook using Zapier?

Hi - I have the following  calendlyzoom stripe i wish to add book now and calendly to wordpress, instagram and facebook? can you help 

1
ken.a
7 months ago
Z
ZapAttacksBeginner
asked in Troubleshooting
Zapier not loading all Eventbrite Events

Hello,I’ve been integrating Eventbrite registrations to Keap for years and recently came across an issue loading events.We produce daily and weekly events 3 months in advance for promotions. In the last few days, Zapier is only pulling the recently created events but excludes ALL the LIVE events.The “load more” button is grayed out and I can’t access other events created before.I did some API connection trouble shooting with a Zapier rep and nothing worked.I spoke to an eventbrite representative and they said Zapier query is limiting the amount of events it pulls.I sent this info to Zapier rep in the chat but they just gave me the runaround.Anyone else having this issue?

6
ken.a
7 months ago
A
AlinaRBeginner
asked in How Do I
Free account: 1 step Zap (contact in Mailchimp) to Invite to Google Event

Hello everybody! I have a free account, I created 1 step Zap that Triggerd when a new Subscriber is created in Mailchimp with a certain tag, action is Add this contact to Google Event. When I test it runs perfectly. But it didn’t trigger when I go live (published, scenario is active and only 1 is tunning in the account). When I go and push Run Zap manually, it works perfectly. Can the problem be related to the fact that I have a free account? Thank you for any help!P.S. I have enough free opeations, only one scenrio is running in the account, this is 1 step scenario, it is published and has no variants.

3
ken.a
7 months ago
H
happyzappyNew
asked in How Do I
How do I export a ChatGPT chat and convert it to a Google Doc for each individual chat AND add formatting?

I create hundreds of Chats a day in ChatGPT and I want to document these properly as they are created (not just export in the weird export file ChatGPT creates) so is there a way to:1) export each individual Chat from ChatGPT into a Google Document on Google Drive, then...2) automatically format the data - e.g. replace those annoying asterisks ** with actual bold text?The hopeful end goal is to have a clearly formatted Google Doc saved on my Google Drive for each ChatGPT chat I create.Is this possible or am I looking for a unicorn solution?

2
H
7 months ago
Z
ZarikBeginner
asked in Troubleshooting
Export PDF from Safety Culture

Hi guys,I have been struggling with extracting PDF from safety culture audit to be emailed as an attachment but the zap doesn’t email with PDF attachments.I believe I used all the right action items the order and with appropriate delays in between.   

11
Troy Tessalone
7 months ago
S
shemaBeginner
asked in How Do I
How do I resolve the data concatenation issue from BigQuery to Bubble using Zapier?

Hello I'm facing a challenge with a Zap I've set up to transfer data from Google BigQuery to Bubble. I've encountered an issue where the data fields are being concatenated into long strings rather than being mapped as individual fields in the 'Create Thing in Bubble' action.Issue in Detail:The fields 'Name', 'Major Category', and 'Mid Category' are combining into a single string of data. This occurs when triggering the "Create Thing in Bubble" action. Instead of distinct values for each field, they are concatenated (e.g., "value1,value2,value3" instead of separate entries).Expected Outcome:I expect to see each BigQuery field transferred as a unique field in Bubble, maintaining their discrete values.Steps I've Taken:Confirmed the correct structure of data in BigQuery. Attempted to use Zapier's Formatter to split the string, which did not resolve the issue. Checked mappings in the 'Create Thing in Bubble' action, which seem correct.I'm reaching out to see if anyone has encountered a simi

3
ken.a
7 months ago
L
lulubugNew
asked in Troubleshooting
Woocommerce products not created correctly via Fast Field Forms

We add new products and update existing products (pricing etc) on Woocommerce with Fast Field Forms. Recently though, when creating new products, pricing, categories and images are all pulling through wrong. They are also getting published when they should be drafts. All fields/details on FFF are correct just not on Woocommerce. I have no idea if this could be because of a Wordpress/Woocommerce update or something else. Any help would be appreciated

2
ken.a
7 months ago
U
UpkeepersNew
asked in How Do I
How do I get the username for a user that reacted to a message on Discord?

I want to create a zap that messages me (the Discord owner) directly in Discord whenever another user reacts to a specific message with a specific emoji. I want the message text to contain the username of the user who reacted and the emoji they reacted with. Note that I am on an unpaid account and can’t have multiple steps in a single zap but I believe the zap I described should still be possible.Also, please note that I think I used to have this zap working. However, about a week ago the trigger + action combination I was using suddenly had an out-of-date label on it and a newer version was available. When I went to replace it with the newer version of the action, I could no longer get the username of the user who reacted to the message to populate. I’ve been doing a lot of troubleshooting since then so, admittedly, I don’t remember what the old version used to look like.  I believe the zap should use the “New Reaction on Message in Discord” Trigger. I have linked to my Discord accoun

1
ken.a
7 months ago
J
jenCALNew
asked in How Do I
Send reminder email as deadline passes

I have different deadline dates in google sheets and would like an email reminder sent to me once the deadline date has passed. I would like this also done for another row, but for an email to be sent when the date is approaching. I see this is possible with google calendar, however I can not figure out how to set up a trigger for specifically google sheets and for a trigger only to be done once the date in the cell has passed.  Thank you

3
Troy Tessalone
7 months ago
A
AlanVBeginner
asked in Troubleshooting
Unable to load Google Calendar events in Zap for website registration update.

Hi Community I am trying to update a zap which has worked previously but is currently not working. The action is to update an event on Google Calendar when a form is submitted from a registration on our website. When I have to select the event to associate with the zap, the event list is no longer loaded. Clicking on load more the events doesn’t help.I have already tried to reconnect the Google Calendar app but it doesn’t help.Any suggestions?

9
M
7 months ago
O
OSPBeginner
asked in Troubleshooting
Filter by Zapier throttle?

Hey,Our organization is starting to use Zapier quite intensively lately with a lot of filters that run when a contact in Nationbuilder has a certain tag, but not another.The way we do this:Trigger: Person updated in NationbuilderAction: Filter by Zapier: Only continue if person has tag A, but not tag BAnd then some more actions. We have 200+ filters set up this way.Now I’ve noticed the Filter by Zapier step shows a “Held/Throttled” for a lot of Zaps. There’s no error message and I can’t find if there’s a limit on the Filter by Zapier action, but I suppose there is.We’re on a paid plan.How can we resolve this?Thanks in advance,OSP 

10
K
7 months ago
J
JaqwelineNew
asked in Troubleshooting
Pipedrive Zaps are pulling old data

I am getting multiple errors per day on a Zap that I have set up.   When I review the history, every failure is on old (2023) data.    I have a Zap that when a project is WON in Pipedrive, a Task is created in Jira.   For anything new that we create in Pipedrive, the Zap works perfectly.   However, for some reason the Zap is pulling data from 2023 and trying to create Tasks in Jira - and these all fail (which I expect because we have a field now that we didn’t previously require, so the Zap can’t pull the required information from Pipedrive).   But I want Zapier to stop trying to run the automation on old data.  Everything I have read, says that Zapier will not work retroactively, so I can’t find a solution to what I am experiencing.   Anyone know how to fix this problem?

5
Troy Tessalone
7 months ago
N
NaoyaBeginner
asked in Troubleshooting
Please tell me the date and time format for GMB that does not cause errors.

Hi, please tell me the date and time format for GMB that does not cause errors.I was using “YYYY-MM-DDTHH:mm:ssZ” format, but after setting the account's timezone I started getting the error.AI suggests using the format I'm already do.Please let me know if there is any other way to enter date and time without errors (or if my settings are incorrect).   

8
N
7 months ago
tslyons
tslyonsBeginner
asked in How Do I
How do I maintain mapping order in Zapier when adding a new column to a Google Sheets Zap?

After mapping a set of (say 10) columns to a Zap that adds a row to a Google Sheets workbook, I find I need to insert a previously omitted column so I can join order and payment information by Order-id.  Do I have to re-map all the fields, as it seems the proper mapping is not retained?  Or am I missing something in terms of turning the Zap off and on when modifying the columns to get the presentation order I desire?  Thank you.

2
tslyons
7 months ago
A
AREEMA PROPNew
asked in How Do I
How do I add a Google file from a form into a new Google Drive folder created by Zap?

I am a super newbie so expert advice welcome in lamen terms I have a fillout form as a trigger. As part of the workflow I would like a google drive folder created in the name of the person on the form (which I find easy and completed) The next step I find hard is… I would like documents from the form uploaded to the google drive folder that was created in the step ahead (this folder does not have a name but would be named from the field in the form as name of the person) Due to their being no folder name at the time of creating the zap, how do I tell zap to find that folder name just created and add it to that file. I have researched it and see someone mentioned adding add a filter step. But I am so lost with trying to add a file submitted from the form to a google drive folder which was created by the Zap.This is my loom video of my set up currently. I need help on how to add files to same folder that was created in my zap flow please.Thank you much appreciated.  

10
Troy Tessalone
7 months ago
J
JohnnyGreen101Beginner
asked in How Do I
Is it possible to update Method CRM when update trigger from Fulcrum?

Greetings.  Is there anyway to update a data in Method CRM when a update record from Fulcrum?   Currently when I update a record in Fulcrum it moves that data to Method CRM.  Does Zapier have the ability to get the fulcrum ID from MethodCRM then zapier does the update then puts that updated data to MethodoCRM?   Or does Method have to do the update itself?   I have other apps that I would like to update as well but it seems Zapier works well when a trigger happens just moving that data to the other app is its thing.   I did a excel sheet and it had a update feature and that is working great. 

1
Troy Tessalone
7 months ago
C
CellRepairManNew
asked in How Do I
How to separate multiple products into rows on spreadsheet

We import our woocommerce orders into Google Sheets. Each order has their own row with select data. However, I would like to separate an order that has more than one type of product into its own row.  Right now, it combines them into the same row with this format:Order #     Product Name       QTY     Unit Price     Item Total123            Can A, Can B         2,1         $5, $3        $10, $3 I need it to look like this:Order #     Product Name       QTY     Unit Price     Item Total123            Can A                     2               $5              $10123            Can B                     1               $3              $3 I appreciate any help!

1
Troy Tessalone
7 months ago
B
bluebirdopsNew
asked in How Do I
How do I trigger an action in another app when an invoice is paid in Xero?

Hi All,We are trying to create a zap like so:When a Sales Invoice is marked as paid in Xero perform an action in a different application.Is there a trigger like that for Xero? One that specifically monitors for changes in Sales Invoice status?

1
Troy Tessalone
7 months ago
C
CorentinARNNew
asked in How Do I
How do I set up a Zap to send a reminder email after seven days of no response?

Hello, is there a way to trigger a Zap when sending an email? I have the impression that it can only be triggered by the reception of an email. What I'm trying to do is to automatically send myself a reminder after 7 days if an email I send goes unanswered.Thank you in advance.

1
Troy Tessalone
7 months ago
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