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25395 Topics

B
bluedotadminBeginner
asked in Troubleshooting

Problem with CompanyCam find project by name

I am trying to search for companycam projects by name. When I select find a project in companycam it gives me the options to search by project name, address, and unique external id. When I select search by project name zapier does not give me a space to enter the project name to search with. Am I missing something or doing something wrong? I can’t always rely on search by address as sometimes there are multiple projects with the same address. 

5
B
20 days ago
E
erussoBeginner
asked in Troubleshooting

Monday.com Loop Issue

Hello, I’m having some issues with a loop warning and figuring out the best way to build the zap. The goal of the zap is to assign a customer tier (“Status” column) within Monday.com based on multiple factors that are going to be updated throughout the customer lifecycle. Here are the Tier options:  We have a bunch of formula columns on the Monday.com board, which calculate the customer tier based on ten factors (i.e. growth, ARR, products, segment, etc.), but you cannot see formula data in Zapier, which is why I had to recreate the formulas as steps within the Zap. The way I have the zap set-up now is with Trigger “Specific Columns Values Changed in Board” and I chose all the factor columns: Here is the entire zap:  Here is an example of a formula step for one of the factors:   Here is an example of the Loop warning for one of the final actions (the warning is same for all final steps and they’re set up the same). The final step is “Change multiple columns value” and I’m only updating

5
SamB
Community Manager
6 days ago
A
Amy EverhartBeginner
asked in How Do I

How do I automate content sharing from Instagram to Snapchat, Threads, and Twitter via Zapier?

I'm interested in implementing the following automations, are these possible?1: From Instagram stories to Snapchat.2: From Instagram posts to Threads.3: From Instagram posts to Twitter posts (without complications, as I often include location and music on Instagram).

5
Troy Tessalone
8 days ago
V
Valentino SummoBeginner
asked in How Do I

How do I update existing contact in GoHighLevel CRM via Zapier instead of creating a new one?

I am creating a Zapier connection between WIX (Forms) and LeadConnector (GHL). I have two forms that are being filled by a lead. First a first and simple form to increase the rate of leads, and after that a longer and detailed form. Short FormLong FormWhen the short form is filled, an opportunity is created in the GoHighLevel CRM with a specific stage in the pipeline. When that happens automatizations are triggered in which the long form page is sent to them. The issue that I have is that when a person fills the long form, a new contact is created, instead of the first contact (which previously filled the short form) being modified. First and Short Form ZapSecond and Long Form ZapI have been struggling a lot with this. I talked with GHL Support and they say is something to solve in Zapier. Does someone know how to make sure the second Zap updates the original contact/opportunity information instead of creating a new one?Thank you!

5
SamB
Community Manager
7 days ago
S
SourceMX AcademyBeginner
asked in Troubleshooting

Unable to locate Zoom Recordings

Hello we are trying to upload our zoom recordings onto google drive.But we are having trouble testing the step as the trigger is having trouble collecting the zoom recordings. Zapier is already added into our zoom marketplace and the setups that were prementioned are done.ex. Allow cloud recording sharing” must be set to ON “Only authenticated users can view cloud recordings” must be set to OFF. “Require password to access shared cloud recordings” must be set to OFF.Does anyone have a workaround around this? Or should we put a delay before setting up the trigger? Thank you in advance! 

5
ken.a
14 days ago
C
CCabralBeginner
asked in Troubleshooting

Creating an Envelope from TemplateS in Docusign but Template Fields are Skipped

I’ve successfully used a zap to create an envelope in Docusign using 3 templates, all of which have required & optional fields for a recipient to sign. My zap sends the Docusign recipient’s name and email address, but I want to send NO other data. The envelope is created successfully in Docusign with all 3 documents, but the signer can only sign fields on the LAST document (all the data fields from my first 2 templates are gone). I’ve reordered the templates, and it always just skips to the final document. I’ve confirmed if I create the envelope with 3 templates manually in Docusign, it works fine. It’s only when I create the envelope using a zap.I think it has something to do with the data fields in my zap. It pulls them in to my Action step, but I want them to be ignored so the signer can fill them in as required.  

5
C
5 days ago
A
Ali AlSarrajiBeginner
asked in How Do I

How to make a More App task from Google sheet?

I have a form on Moreapp that I want to simi fill with the information I have from a google sheet and start it as a task for a certain user.I tried to use the key-values but it would not fill in the task.

5
SamB
Community Manager
12 days ago
R
Raymond MBeginner
asked in Troubleshooting

Getting "Invalid document" when adding attachments into JobNimbus from a document in Google Drive.

I’m trying to create a zap that will take a document from google drive, and add an attachment into job nimbus. It keeps telling me invalid document. What am I doing wrong?The orginal document comes from jotform, then will save in google drive.

5
Troy Tessalone
13 days ago
O
OktanaBeginner
asked in How Do I

Is it possible to link messages from LinkedIn to Salesforce?

Hello!I'm looking for a way to sync into Salesforce the messages and inemails my team sent on LinkedIn. Is this possible? We have the “Professional” plan.It looks like I'm only available to select the "LinkedIn Ads" App to start the automation, but this is not what I need.Also, I don’t want LinkedIn to create new Lead records, just relate the messages to existing Leads Activity (like tasks or things like that), ignoring the ones I don’t have in SF.I also saw in another question that, LinkedIn messages triggering actions wasn’t supported 10mo ago, but I don’t know if that is now developed or not yet. Any information will be helpful, thank you~

5
ken.a
5 days ago
H
hazelwhisperBeginner
asked in Troubleshooting

Missing Required Field Errors in CRM Zaps

I keep running into this issue where I add a new required field to the CRM and then suddenly all of my Zaps that create records in that module throw a bunch of errors and Zapier disables them. This is exceptionally frustrating. These fields are typically dependent fields and are not relevant to the records being processed through the Zap. The CRM does not require them to create the record and yet Zapier insists on enforcing them. I am the admin of the CRM; I should get to decide whether or not a particular field requirement is enforced or not. Is there any way around this? Ideally, I’d prefer a solution that avoids populating dummy values into these fields, as that creates unnecessary data messiness in the CRM. However, if that is unavoidable, is there any way to set a blanket rule that says if a missing require field error pops up, the value should always be “X”? And then lastly, if neither option is possible, how can I set up an automated alert that will notify me if this specific er

5
Troy Tessalone
10 days ago
K
Kroeger
asked in Troubleshooting

Bug: Filter by text doesn't work for line items

The current filter functionality does not behave as expected when used with line items. There appears to be a discrepancy between the UI display and the actual data processing logic. Scenario: When using a filter such as (Text) contains "," on a field with line items displayed as "123123,292929". So it’s “Only continue if "123123,292929" contains “,”. Expected Behavior: The filter should trigger because the combined field value shown in the UI contains a comma. Actual Behavior: The filter does not trigger. It seems that the system is checking each line item individually (i.e., "123123" and "292929" separately), neither of which contains a comma, rather than the combined string. Or same if you use: So it should only continue if “Candidate Duplicates” doesn’t exactly match “Candidate ID”. Candidate Duplicates is here a line-item(s). Example:Candidate Duplicates shows in the UI as “61289731, 64942779, 65480446, 66053111, 68455381, 70584611”. Candidate Id is “70584611” In the Zap Run Histo

5
K
10 days ago
M
Max-MPSBeginner
asked in How Do I

How do I ensure the Zap properly handles changes made to a Notion database after initial file creation?

Hello everyone,I would like to set up a scenario during which any new person entering a Notion database will receive : The next day: 1 email + 1 SMS The day after, only if their status in my Notion database hasn't changed in the meantime: 1 email reminder + 1 SMS reminderHowever, I'm encountering 2 problems that seem to me to be linked to the temporality of events:Issue 1: sometimes, a person's phone number is entered manually in Notion a few hours after the creation of their file. In this case, he never receives the SMS, as if Zapier didn't take into account the information entered after the file was created in Notion. However, I set up step 3, "Find database item in Notion", so that Zapier could fetch the phone number information. Issue 2: when I change a person's status in Notion to exclude them from the scenario, Zapier automation continues to work. It's as if, once again, Zapier doesn't take into account the information entered after the file was created in Notion. However, I've s

5
Troy Tessalone
16 days ago
S
sinapse2024Beginner
asked in Troubleshooting

Error in the integration between Pipefy and DocuSign: INVALID_REQUEST_PARAMETER: The request contained at least one invalid parameter.

Good afternoon, everyone!I've created an automation that integrates the process flow platform Pipefy with DocuSign. When a card is moved from phase A to phase B, a trigger is fired, and the next action is to send the document attached to the Pipefy card via DocuSign. However, when I perform the test, the following error message occurs: Failed to create an envelope using document in DocusignCould not create signature request: INVALID_REQUEST_PARAMETER: The request contained at least one invalid parameter. A document was defined without setting the 'name' field. Here's how the flow of this automation works: PipefyThe trigger is fired when a card is moved from phase A to phase B.Figure 1 DocuSignWhen the trigger is fired, send the document attached to the card (Pipefy) by sending an envelope (DocuSign)Figure 2 Figure 3In the Document field, sample fields were linked for testing. I noticed that in the Zapier documentation, fields that are of type Text will be converted into .TXT files. Fig

5
Troy Tessalone
16 days ago
A
ALCoachingBeginner
asked in Troubleshooting

Error: Not a Valid Email

One of my zaps is not working effectively, even though the test zaps are performing how they should. I keep getting an error when someone triggers the zap that it is not a valid email addressSquarespace form completion to flodesk update subscriber. Brightside: I’m getting notifications when the squarespace form is completed so I am able to manually add these new subscribers!! But would obviously love for this to be automated :) any help is so appreciated!  

5
ken.a
11 days ago
F
FilipacortezNew
asked in Troubleshooting

Failed to create a create invoice-receipt in InvoiceXpress: Some parameters were incorrect.

Hello,I’m trying to create a Zap between Kajabi and InvoiceXpress but it’s not working and I din’t understand why.Zapier says:Failed to create a create invoice-receipt in InvoiceXpressSome parameters were incorrect. I don’t know which parameters are incorrect...

5
F
3 days ago
T
twetzel2kBeginner
asked in How Do I

How do I ensure Zapier uses the right Wix form data in connected automation?

I have a wix automation that triggers when a specific form is submitted.  Its action is the Zapier connection.I have a zap that connects to the correct automation in wix, but when testing, the records are generic and don’t match the selected form.  How do I make sure it is connecting to the correct form?Thank you! 

5
Troy Tessalone
14 days ago
A
aarondevBeginner
asked in How Do I

How to fetch notifications list of OneSignal with filter by Tag?

We are trying to fetch notifications list with filter of tag in onesignal account but not getting any solution regarding filter by tag. If possible please to share to solution.

5
Troy Tessalone
15 hours ago
D
duk-davidNew
asked in Troubleshooting

Unable to connect with Dotdigital after the app update.

Dotdigital app updated now i can not connect. Who do I speak to?

5
SamB
Community Manager
7 days ago
A
Alon1221Beginner
asked in How Do I

google sheets and trello

Hi everyone, I would appreciate help in building an automation in Google Sheet and Tarlo.I have a column in Trello in which I have a custom filed and I want to transfer the information found in this column to a new sheet of Google SpreadsheetsBut I want every month to open a new sheet with the same columns and the same data.For example, if I defined the customer's name and the price he closed in Tarello, I would like the information to be automatically added to a new sheet whose name is April 2024,The thing is that I want only customers who closed in April to be added to the sheet,When the month of May arrives, I will want it to open a new sheet with customers who were added to the list in Trello in May. Of course I define all the information in custom fileds in Trello so that it can be defined in Zafir.I will mention that I want to use the template in Google Sheets because I have formulas there that will help me analyze the information in a better way.I would appreciate your help and

5
A
4 days ago
K
Kennedy AlvarezBeginner
asked in Troubleshooting

Microsoft Dynamics 365 CRM error: The app returned "')' or ',' expected at position 9 in '(Testing Company)`."

I am needing some assistance troubleshooting the error code below. The purpose of the Zap I am testing is to deliver Unbounce form submissions to Microsoft Dynamics 365. Once the Account is created, I am creating a Contact from the form submission information. Following Contact creation, I have added a step to Update the Account in Dynamics to attach the Contact and Account to one another. I’ve attached a screenshot below of the Zap setup.When I get the final Action to Update the Account, it is returning the error message below. Any advice or direction would be much appreciated!  Thank you!    

5
K
16 hours ago
M
MarinaVBeginner
asked in How Do I

How do I ensure Custom Events appear in Google Analytics 4?

I’ve tried all possible event setup options for Google Analytics 4, but the events are still not appearing in Analytics. Is there a guaranteed instruction that ensures the appearance of a custom event in my Analytics reports?

5
SamB
Community Manager
18 days ago
A
Amber AugerBeginner
asked in Troubleshooting

Failed to create a remove contacts from list in Constant Contact: Source [contact_ids] invalid

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.I want the ability to remove contacts from 3 constant contacts lists (if they are in those lists) if they make a purchase in Thinkific. I set up the Zap to the correct product in Thinkific and then went on to remove contact from all of the lists or even one of the lists and I keep getting an error message.  Do I need to have a condition or action to find the contact first and If I do what would that flow look like?  I keep seeing articles that removing contacts from lists from constant contact isn’t possible and has to be done manually.  

5
ken.a
11 days ago
D
DDAmpNew
asked in How Do I

HELP Please - Fathom Transcript to Google Drive

Hi!Can someone explain the best way to set up a Zap that will allow me to have my team’s Fathom call transcripts moved to a shared (team) folder in G-drive? Any help would be appreciated. Thank you.

5
Troy Tessalone
21 days ago
J
jillcdNew
asked in How Do I

Zoho Books changing API domain on 1st June 2024 - what do I need to do?

What do I need to do to get ready for when Zoho Books changes API on 1st June 2024?re this message"Starting June 1, 2024, we are changing our API domain from books.zoho.eu to www.zohoapis.eu/books. Therefore, API users need to update the domain in apps that use the books.zoho.eu domain"I know Zapier connects using API’s so I’ve created a duplicate zap and resigned in to Zoho Books hoping this might use the new connection, but how do I see which domain it’s connected to test it?My zap creates invoice from bookings so it’s important that it continues to work.

5
Troy Tessalone
6 days ago
A
AndyVesteBeginner
asked in Troubleshooting

Trouble creating a Google Workspace user from Google Form through Zapier, issues with primary email field

HiI want to create a Zap for creating a new google workspace user, using details from a google form. The problem I have is the primary email address field. I can’t put anything in the google form to pull this data and it wont let me create the zap without it. Obviously this will need to be first name and surname followed by our domain but unsure how to get that across into the google workspace primary email field. Any help would be much apricated. Thanks

5
Troy Tessalone
11 days ago
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