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25291 Topics

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cfalcone01Beginner

asked in How Do I

Create and Update Monday.com when change in made in Salesforce

This is the workflow I am trying to create between Salesforce and Monday.com but have been unable to figure it out. Any help would be appreciated: When a Salesforce Opportunity stage changes to “Contracting”, I want to create a new item in Monday.com with information from 3 different objects related to that Salesforce Opportunity. The information would come from: the Opportunity itself the Account the Opportunity sits on the Opportunity Product objects that sit within the Opportunity (right now, when I am selecting which fields I want synced over from Salesforce to Monday, I can only select fields from the Opportunity. It does not give me the option to select fields from the Account or the Opportunity Products. I need to include fields from all 3 objects) Next, when certain fields update in Salesforce (example, the opportunity stage), I want those fields to also update in Monday.com

6

8 months ago

4 Wheeling PlusNew

asked in Troubleshooting

Failed to create an order in ShipStation: The app returned "The request is invalid."

I am receiving the following error message when trying to transfer a sales order from Zoho inventory to a Shipstation order. Failed to create an order in ShipStationThe app returned "The request is invalid.".

7

7 months ago

ACWilliamsNew

asked in Code & Webhooks

How to Update a Custom Field in Asana when an update is made to a row in Smartsheet

Hi there,I need some help updating custom field in Asana when a row is updated in Smartsheet. I’ve used the ‘How to Update Custom Fields on an Asana Task’ to help me get something started, but each time I enter in what seems like the accurate info in the webhooks step, I keep returning with an error Failed to create a request in Webhooks by ZapierCould not parse request data, invalid JSON (HTTP Status Code: 400)This is my current setup

CondorBeginner

I can't find the data where the attached file is included in the Zoho mail.

I try to connect zoho mail with google drive, I have several email with supplier´s invoices (pdf) so I attempt to save them in a google drive folder nonetheless the file was saved in google drive is a txt file instead a pdf file.I have used this zoho email test with an attachment file And this is my google drive setting and the income is txt file Could you help me with the setting please? Thanks so much Regards

3

8 months ago

MattBiaNew

asked in Code & Webhooks

Stripe GET balance transactions API call in zapier greater than or equal a unix timestamp issue

Hey all, New to Zapier and API Calls. I am trying to retrieve a list of Stripe_fee balance transactions within the last 7 days of when the zap is trigged. In the stripe API docs it mentions I can use a child parameter “created.gte” to return results where the “created” field is great than or equal to this value (value hopefully being a dynamic Unix timestamp that I pull from a previous action. I am guessing, but do you use a double underscore to signify a nested (child) parameter? STRIPE API doc about created parametercurrent settings successfully returning a list without regard to the created limitation. This correct returns the last 10 stripe fee transactions but does not filter or take into account the created parameter. What am I doing wrong? Thank you for any help!

8

8 months ago

EliseBNew

asked in Troubleshooting

Zapier Google Tasks to Airtable: New task not creating record

Hi there - this seems so simple and straightforward but I can’t work it out. I’m trying to have my trigger (new google task) lead to the action of creating a new airtable record. The Zapier testing is working fine but when I create a new google task, nothing appears in airtable. I have confirmed that the accounts are correct, that the zap is published. Again, the test from within Zapier seems to work fine. Any ideas? It is driving me crazy bc I must be missing something so simple!

5

8 months ago

cole1New

asked in Troubleshooting

Survey Monkey error: Error while retrieving: You have not authorized Zapier to "View answers along with responses".

Hello, I have been trying to access the data from survey monkey, to then have zapier input the data into excel, but I keep getting this error code: Error while retrieving: You have not authorized Zapier to "View answers along with responses". Please reconnect your SurveyMonkey account and authorize access to "View answers along with responses".I have clicked reconnect and then pressed authorize, but I keep getting the same error. I have been trying to figure this exact problem out for over 3 hours, and would like to speak with someone to help me. Thank you

1

8 months ago

ChrisDiodatoBeginner

asked in How Do I

How can I update existing Wealthbox CRM records with new data from an online form?

Hey folks, noticing that Wealthbox CRM doesn’t have an action that allows us to update an existing record (contact, household, etc). Is this feature in development, and does anyone know of any workarounds for this? Specifically, I’m imagining a sales funnel where we get a prospect’s name and e-mail address and use that info to create an initial Wealthbox contact record. After we have a call with them, we send them another online form with lots of questions and ideally that information is used to complete the remainder of the Wealthbox profile. Thanks for any input!

1

8 months ago

Bookkeeper at the GatheringNew

asked in How Do I

Donorbox error: Authentication failed, and the app returned, "Authentication failed. Check your credentials."

9

8 months ago

SteveSBeginner

asked in How Do I

A

Anonymous

asked in Troubleshooting

Unable to find my Google Sheet spreadsheet in my Zap.

We are collecting Leads from Facebook leads to Google Sheet My problem is:Now i cant automatization facebook leads to google sheet, because zappier dont find my sheet

Ranilynch11Beginner

How to create a Zap that adds phone numbers and emails from Google Contacts to Follow Up Boss regardless of type?

I am trying to send NEW google Contacts or Updated info on contacts to Follow Up boss- but follow up boss isn’t fully relevant here. When I add a google contact from my desktop it always has type- so mobile is usually the default- that’s fine. BUT when I add from my iphone it is undefined - this presents an issue creating a zap for phone number or email when the types are always different. I can’t seem to figure out how to make sure the zap just ADDS A PHONE NUMBER and EMAIL Period!

6

8 months ago

Colinmw1New

asked in Troubleshooting

PCO Zapier integration: Can't export phone number and email to Freshsales

I am trying to automate every time we add someone into PCO, that they also get added into Freshsales, something we are using as a CRM to move people through a preset funnel of tasks.PCO and Zapier work together. The only problem is that I do not seem to have the option to export their phone number and email, two of the most fundamental aspects of the account. I am not sure if this is an error or if there is a work around that someone can recommend.

1

8 months ago

chriskleNew

asked in Troubleshooting

Email parser is confused by comma in EUR amount (amount is now 100x)

Hi,I use the email parser => YNAB Zap.Problem: the amount in the email is in a German format with a comma instead of a decimal point. So out of 4 euros and 99 cents (4,99 EUR), Zapier makes 499 EUR because it awaits a decimal point but gets a comma. Can anybody help?amount: -499.00amount_formatted: -€499,00 But in a US format, the correct should be EUR4.99. Thanks,Christoph

1

8 months ago

C needs helpBeginner

asked in Troubleshooting

Zapier custom date format: Can't remove year from MMM DD format

How do you create custom date formats? I want to change the format of the date AND remove the year. I manage to change the format:But, I would also like to remove the year. (MMM DD only).I tried to press “custom” - but I can’t write anything there, because the only options I get are these: Why is that and how do I gix it?

4

8 months ago

C needs helpBeginner

asked in Troubleshooting

Zagomail failed to create a subscriber

I want to connect my booking page to Zagomail, an email plattform. But, I get this error: My trigger works: Connecting my trigger to gmail to send an email also works. It can read the “data”. But adding a subscriber to Zagomail? Not working.Why is this and how do I solve it?

5

7 months ago

fabianharrisonBeginner

asked in How Do I

Is it possible to have two columns of steps running simultaneously in one zap?

Is it possible to have two columns of steps running simultaneously in one zap? As in IF XXX is true then follow this column, if YYY is true then follow this separate list of actions… pic attached to demonstrate

4

8 months ago

ssmBeginner

asked in How Do I

Only allow certain email addresses to trigger a Zap

I want to initiate a Zap when an email is received from a client, but do nothing when the email is from an address not on the client list.Can this be done in Zapier?

3

7 months ago

A

Anonymous

asked in How Do I

How to auto-populate specific cells and row in a new spreadsheet upon form submission?

Hello Zapier Community, I have managed to get a new spreadsheet created everytime a form is filled out. Now I want to transfer the entered information to the right place in my spreadsheet. The spreadsheet is a document that matches the questions in the form. For example, the name is asked in the form. This should then be inserted in the correct place (column and row) in my spreadsheet.I would be very thankul if someone could help me with this step.

7

8 months ago

eballengerBeginner

asked in How Do I

How to create a Zap that creates Facebook Events posting from Google Sheets row addition?

Hello,I am new to Zapier and I am learning.My goal is to connect a Google Sheets Worksheet to a Facebook Page and create FacebookEvents posting for a business FB account. The trigger is a Google Sheets Worksheet row addition. The action is creating a Facebook Events posting from the data added to row of Google Sheets Worksheet. My problem is that I cannot find a Zap that automates this action. Does anyone have a solution or advice to create this Zap? Please let me know if you need additional details. Thank you in advance.

5

8 months ago

C needs helpBeginner

asked in Troubleshooting

Trigger test works but it sais 'no data' in the next steps (Callendo)

I am creating a zap where I want to take data from my Callendo booking page, into an email provider, like gmail, to send an auto-email-respons.The trigger test for Callendo works. But, in the next steps, it say “no data”. Why is that and how do I fix it?Thanks! C

How to use variable text function in Interfaces to connect to table and display data for managed user?

Hi all, I’m wondering if there is a way to use the variable text function within Interfaces to connect to a table to display corresponding data for a managed user?

1

8 months ago

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