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28095 Topics
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bsouzaBeginner
asked in How Do I
Referencing Class and Dept in QBO Estimate Line Items

We are using a Zap to create a customer in QBO and their associated line item estimates. There are 2 fields in the line items - Class and Dept - that do not show up in Zap. How do I expose these fields so I can map them to the appropriate fields?

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jesse
2 years ago
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ashleyolson13Beginner
asked in How Do I
Google sheet rows containing multiple contacts, creating multiple contacts in HubSpot

Hello, I am brand new to Zapier and am trying to figure out if this idea would work as a Zap. I haven’t even begun to attempt this as I wanted feedback before I tried setting this up.I have a Google Sheet that is automatically updated with rows of coaches contact information. Each new row contains multiple coaches’ contact information (see screenshot below). My question is as follows: is there a way to create a Zap that automatically uploads each contact to HubSpot even though the coaches’ information is in the same row?So for example in the screenshot above, the Zap would create two different contacts automatically in HubSpot: Contact #1:Name: John SmithEmail: john@example.comJob Title: Head Coach Contact #2:Name: Susan JonesEmail: susan@example.comJob Title: Assistant Coach How would I go about creating this, if possible? Thank you in advance!

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A
2 years ago
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bradross2610Beginner
asked in How Do I
How do I put activities in Pipedrive to be marked as "Done" as part of the Zap?

I am looking to have a text message sent based on activities in Pipedrive. I am looking at 2 methods to make this happen but have had no luck in getting them to trigger and run correct. Option 1When clicking an activity “Done” in Pipedrive a text would be sent. Seems simple enough but I dont think there is a trigger to watch for activity changes Option 2A zap that runs based on a Matching filter in Pipedrive and then a scheduled text message. The issue I have with this is there does not seem to be a way to mark those activities as done.  Anyone have any experience with a similar setup? ThanksBrad 

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T
2 years ago
Hadassah90
Hadassah90Beginner
asked in Troubleshooting
FreshBooks Errors: Failed to create an invoice in FreshBooks and Failed to find or create a customer in FreshBooks.

Has anyone connected a Teachable account with FreshBooks. I’m having a lot of trouble. I’ve been receiving error on top of error. I’m unsure what to do at this point. Can anyone help? These are some of the errors I’ve received below.  

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christina.d
2 years ago
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Anonymous
asked in How Do I
Can't find Excel sheet on SharePoint or OneDrive.

Is there an answer?  I’m having same issue.  Should I be linking to the admin email?  I have both a personal OneDrive and a business OneDrive on my computer.  Nothing in the business file appears.If I can’t send Jotform submissions to Excel, are there any other products that work? 

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jesse
2 years ago
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danigoldNew
asked in How Do I
Microsoft outlook zap

My post trigger action is to send an email through outlook but I’m having trouble figuring out how to format the email so that it’s more presentable. Currently it just strings all the text info and data together into one long line. So instead of something like this:  Sales Enquiry Name: John SmithPhone: 123456 I’m getting:  Sales Enquiry Name: John Smith Phone: 123456 ThanksDaniel

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D
2 years ago
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Anonymous
asked in How Do I
Zapier SMS (via Twilio) text messages take longer than 15min on a verified phone number

Hello all,I have successfully configured Zapier SMS via Twilio text messaging on a Jotform form (all paid accounts) however, even after having confirmed the customer phone number prior to submitting the custom text message task, the actual message itself is taking approximately 15 minutes or longer to process.I thought that after having confirmed the customer phone number prior to submitting the task that the text message itself would happen within seconds instead of over 15 minutes? can someone please confirm whether this is actual expected behavior or some settings can be modified somewhere within Jotform, Zapier or Twilio so that it happens immediately instead? Your assistance in this matter is greatly appreciated. Thank you,WGomez

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A
2 years ago
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SubvertoNew
asked in Troubleshooting
MemberPress error : Cannot read property ‘membership’ of undefined

Hello Guys,Have anyone encountered issues with MemberPress x Zapier integration. The apps are connect correctly as per the tests: However, we keep receiving the same error:Cannot read property 'membership' of undefinedIf you could please advise us on a solution. Thank you very much in advance for all your support.   

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jesse
2 years ago
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jadubenNew
asked in How Do I
How do I dynamically add a new comment to the task in Asana?

All of my zaps are run as my user in Asana. Specifically when adding a new note to a task the note appears to be coming from me instead of the person that triggered the zap.Unless I am missing something there does not appear to be a way to dynamically choose the Asana account the zap step is using.

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Troy Tessalone
2 years ago
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Jen The Adaptive YogiNew
asked in How Do I
Do I need to upgrade my plan?

Hi there,I am just beginning and a wanting to set up a Zapier between Sutra (my online booking system) and Mailchimp.This is what I need it to do:Whenever anyone purchases something in Sutra, it tags my client in Mail chimp for that unique purchase. I have set up my Zapier account and connected to Sutra and Mailchimp no problem. I have been able to create a zap for a new purchase but can't see where to instruct it to be for a specific purchase - not just a new purchase in general - is this possible?For eg: when someone purchases my online course, I want them to be tagged in Mailchimp for that specific course and kept separate for eg from someone that purchases a 10 concession pass and so on. I want all my different offerings tagged separately in Mailchimp.Is it because I am on a free account - do I need to upgrade?  I am a small biz and work alone and don’t have a big volume of clients.Thanks for your helpJennie

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Troy Tessalone
2 years ago
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Lea with PawsibilitiesNew
asked in How Do I
I was unable to complete the setup of my Zap. “Groups” is grayed out, and my Zap is disabled.

I just joined Zapier and can’t get past connecting the apps that I’m using. I connected Convertkit and Square (for Square online) adding the secret API for Convertkit.I get to the step that says Groups and everything is greyed out. I can only go back. When I go to look at my Zap it’s disabled because the Group isn’t set up. During the setup, I added the Convertkit form that I want to use on my Square website and Zapier says it cannot find it (probably because I couldn’t complete setup).Just adding as much info as possible. Thank you for your help.

5
jesse
2 years ago
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LimbicBeginner
asked in How Do I
Automatically Insert chart from google sheet to google slides.

Hey guys!I am trying to find a way to automatically create/add a chart on google slides from a newly updated google sheet. Below is my zap flow :Step 1 : CRM Hook - Trigger : When a new prospect comes in Step 2 : Create a new spreadsheet from template Step 3 : Update spreadsheet row with content from CRM Step 4 : Create presentation (google slide) from templateI am trying to add the chart from the spreadsheet onto the slide. I can’t seem to find an option to do so? Anyone help please?*If I can insert a chart on a slide and be able to change the source of this chart via zapier so it will reflect updated numbers, that could also work.

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Danvers
2 years ago
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pnrosenbergNew
asked in How Do I
Podio - Zap trigger only if X field is updated

I have zaps configured but I am having trouble setting up the criteria. I have it set so when something gets updated in Podio, it’ll trigger the Zap to go to Monday.comI make changes in Podio items frequently so I only want the Zap to occur when I update a specific field. Which and statement should I select so that it’s only looking for updates to a certain field, and not any update to any item in Podio?  

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Danvers
2 years ago
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Charlie.imBeginner
asked in How Do I
Has anyone used Zapier to automate Copymatic.ai?

I’m interested in automating a process within Copymatic.ai, it will look somewhat like the list below; generate topic ideas from topic ideas generate blog articles import to a wordpress site publish blog articleThis is obviously a very rough outline but that is basically what I’m trying to achieve. If anyone has any ideas of how to do so that would be great!

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christina.d
2 years ago
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mannyv86Beginner
asked in How Do I
Formatter - Separate using any punctuation

Is it possible to divide in Formatter using any available punctuation (eg . , : ; “ ‘ etc)? I’d like to be able to extract the physical address from an address string, and there are occasionally different dividers used.

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M
2 years ago
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BatmanVCABeginner
asked in How Do I
Outlook Authentication issues: No permissions to access resources. Admin access is required but not available as an option.

I am having a hard time connecting outlook 365 to zapier. I work for a company and have microsoft 365 and it says i do not have permissions to access resources, that i need an admin to grant me access. There is no option to have an admin grant me access. HELP!

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Troy Tessalone
2 years ago
A
ae9212131484334448New
asked in How Do I
How do I create a calendar Zap between Outlook and Active Collab?

How do I create an automatic workflow so that when a new event is created or current event is changed in Microsoft Calendar, it is automatically added to ActiveCollab's Calendar?

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christina.d
2 years ago
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evgeny_d1cBeginner
asked in Code & Webhooks
Discord API call

Hey folks,Assuming that I have a Zapier bot in my server, is there a way to use Zapier’s Webhooks action to perform an authorized call on Discord API?Asking because current Discord Action to Find User will only return one record, even if there are multiple users with the same nickname in the guild. An API call on Search Users endpoint will return all records that match the nickname query, which I’d then be able to dump into a lookup table and filter on discriminators.Cheers,Evgeny

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Troy Tessalone
2 years ago
C
chenBeginner
asked in How Do I
Wordpress Your token has expired. We'll automically renew it.

I keep getting this message, when I connect the account, everything is fine, when I try run a test, this show up again. Any idea on how to fix this? Thanks!

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jesse
2 years ago
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Scott3294Beginner
asked in How Do I
Copy New OneDrive File to existing but unknown-named Folder in OneDrive

HI,For the purpose of this question, all files and folders are in OneDrive.I have a new client JotForm that is used to kick off some automations.  The built in JotForm/OneDrive integration uploads a New Client PDF file to an existing folder in OneDrive. That all works fine.  At the same time, I have a Zap that creates a new folder based on the client’s name from the JotFrom in an existing Master Client Folder.  At this point I have the desired PDF in one subfolder and the new desired target subfolder created.  All good so far.Next, I would like a Zap to copy that New Client PDF from its current subfolder (I think I use the Zap/OneDrive integration New File trigger) to the New Folder named for the new client that was just created in the Master Client Folder.  I can’t figure out how to tell Zapier how to find/identify the newly created folder to deposit the PDF.Any suggestions are appreciated!!

5
S
2 years ago
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Tina19Beginner
asked in How Do I
Unable to define Google Drive files using their ID after the branding update.

Last night I was working on a Zap that was testing normally and finding files based on the Google Drive File ID.The zap step’s purpose is to copy Google Drive Shortcuts from a Shortcut folder to place them into a New Client folder. This is a shortcut to a document that is continually updated.I was doing this by using “Google Drive > Copy File > Custom > [google shortcut id]”This morning when I logged in, Zap’s website format entirely changed, and the functionality I was working with stopped working. None of my file id’s can locate the files, when I input them, they read “No Data” after them and they’ve all been changed to template variables inside {{brackets}} Zapier offers for me to use a “Find File” step, but it will only search by name within a certain location. If I rename or move the shortcut later, then the zap will break, so I need it search by Google File ID only.Am I missing something on this new version of Zapier to implement the function that was already there only

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christina.d
2 years ago
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Boris ZorbaBeginner
asked in How Do I
How to send SMS messages to customers who input their phone numbers through Typeform?

We run ecommerce website and customers input their phone numbers through our sales funnel.The funnel page is built from Typeform.Is there a way to send message to the number pulled from Typeform?The Typeform fields are also saved on Google sheet.

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J
2 years ago
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satkinsonBeginner
asked in How Do I
Creating a Zap to use multiple rows from google sheets with a unique identifier or excel and sending via gmail

I have a spreadsheet (can be in google sheets or excel) that has 529 rows.  One of the columns is a unique identifier alpha numeric number.  There can be multiple rows for each of the unique identifier.  There is an email address in a column associated with each of the identifiers. I need an action that grabs all rows with the unique identifier and emails all rows as one email to the email address listed using Gmail.Any thoughts on how to do this with Zaps?Thanks

5
S
2 years ago
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Daniel HarrisBeginner
asked in How Do I
Eventbrite doesn’t pull any data when the Zap is live.

Hi There,I am having issues with some of my Eventbrite zaps. We run a lot of Eventbrite zaps and have been doing so for years, so are quite stumped at the moment.The issue doesn’t appear to be consistent in any way, it is happening to some events and not to others. In some cases it is happening to specific days in a multiday event and not others, even though the zap and events are set up in the exact same way.When we run tests, the data is pulled through and we can test the actions without issue. However, when the zap goes live, it doesn’t pull any data through. There are no zap errors or failed attempts in the history (the history is empty). So we are at a loss. Is anyone else experiencing these issues or does anyone have a fix?We have also tried re-creating the zaps and re-establishing the connection to the Eventbrite account. I fear this may be an Eventbrite/Zapier side issue, however I am still awaiting a response from them directly.Any help would be greatly appreciated.

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jesse
2 years ago
C
comutdNew
asked in How Do I
How to compare two Google Sheets for a unique ID and add “YES” if true, otherwise “NO” if false.

Hi!I would like to compare two spreadsheets datas.Basically, I would like to lookup for each row on Sheet “A”, if a unique ID (email address) is found on Sheet “B”. If it’s true, I would like the zap to add “YES” on a cell to the corresponding row, if it’s false,  would like the zap to add “NO”.Any help would be really appreciated.

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christina.d
2 years ago
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