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25321 Topics

drip123
drip123New
asked in How Do I

How do I dynamically create a PDF based of form submissions?

I have (what i hope to be) a very interesting use case and need some help getting my head wrapped around the best course of action. In a nutshell, my company is nearing 100 accounts. Each account, on a daily basis has activity that we document. Some accounts could have no activity for weeks, others will have 20 documented activities per night. We were using some software previously for the entire solution, which would record log entries. Each account would be a site / client, at the end of the week these log entries would be emailed, which was basically a blank email with a link to a PDF , the PDF/link would contain the pertinent logs for a specific account (sent to that accounts users). This is no longer functioning for us due to an “unexpected update” by the previous software company. Ive seen some path’s forward, albeit in pieces, by looking at others work. I cant seem to find a way to make all of these pieces click together without losing some functionality.  My hypothetically work

0
drip123
8 months ago
minkoffcpa
minkoffcpaNew
asked in How Do I

How do I to convert emails from Microsoft Outlook to SMS and vice versa?

Can I send an email to a client from Outlook and have Zapier convert it to an SMS. If my client replies to the SMS, will Zapier convert it back to an email to my Outlook inbox?

3
Troy Tessalone
8 months ago
claremac
claremacBeginner
asked in How Do I

How do I get all the fields from Mailchimp when creating new lead in Kartra? Some missing

Hi and thanks in advance!There are missing fields in my Kartra Action when creating a new lead when I get a new subscriber in Mailchimp. I’m connecting Mailchimp and Kartra, and the trigger is when a new sub is created in MChimp. It should be simple, and I can see the fields I want when I set up the zap.However, when I set up the Kartra info (under ‘Action’), the fields that I need from MChimp don’t all appear there and I don’t know how to add these fields (including Source, so I know where the lead has come from, and any tags that are assigned).Any ideas of how I can add the fields I want, which exist in Mailchimp but aren’t offered as options in my zap when setting up the new lead details in Kartra Thanks so much! I’ve spend an hour looking through help and with the bot too 😥

3
Troy Tessalone
8 months ago
claremac
claremacBeginner
asked in Troubleshooting

Mailchimp to Kartra Transfer stuck on loading 57 records?

Hi EveryoneAny ideas please on how I can get a Transfer to work? I’m on a trial (Professional I think)Simply trying to move 349 current Mailchimp leads over to Kartra. I’ve got a Zap doing this for new sign ups, which is working. But I can’t seem to get a transfer to work for the bulk leads (already in MC). I’ve batched them to under 100 after working that out! But still not able to transfer 57. Transfer sticks on page ‘Lets have a look at your data’ and states loading 57 records’ and the next button is greyed out so I cannot move on and save to get the transfer to work. I can see all the records fine. Any ideas gratefully received thank you. Clare

9
claremac
8 months ago
greysonz1997
greysonz1997Beginner
asked in How Do I

How to auto download and sort client files from Dropbox/Wetransfer to Mac?

Hi guys, question. Is there a way Zapier can automate the following things?Automatically download files sent from clients (Dropbox, Wetransfer etc) and put in the correct folder to Mac (Artist Name - Song Title)

1
Troy Tessalone
8 months ago
TheZapiest
TheZapiestNew
asked in How Do I

Can I automate moving recordings from multiple BlueJeans accounts to RackSpace/GoogleDrive?

How do I move recordings from several different accounts we own on BlueJeans platform to the cloud - maybe RackSpace (currently use this) or GoogleDrive? Is it possible to set up a Zap or use the Transfer feature to do something like this? It seems like there are no existing connections made with BlueJeans within Zapier. Any advice on best approach to achieve this migration from BlueJeans to RackSpace/GoogleDrive via an automated process?     

7
Troy Tessalone
8 months ago
jearlybird
jearlybirdNew
asked in How Do I

How do I get a response from Zapier Support for my billing concerns?

Hi!  Sorry in advance for the dead-end form post but seeking some sort of direction if anyone can shed some light on contacting support without having to pay to contact support.I don’t know where else to look. I have submitted a request to Customer support and its been over 48hrs. I normally would not turn to a form to seek these answers but i don’t know where else to go. The automated zendesk response says I should expect an answer within 24hrs and it’s been closer to 48hrs with no response. I’ve just replied to the automated message and submitted a second ticket on the matter.  This matter does involve a billing issues which is may be trival to zapier but it is significant to my bank account. Any advice or experience on realistic expectations of response time? I’m beginning to worry that they take you money and don’t care.  Thank in advance.  

2
jearlybird
8 months ago
Seth
SethNew
asked in How Do I

How do I create an approval workflow for a Typeform with multiple approvers?

I am trying to create an approval workflow for a Typeform where someone can fill out a form and based on an answer to a multiple choice question, it will be directed to a specific individual to approve it, and then a final approver for the form.  In this case approving the form is just adding your name and date on the appropriate page.  I want the first approver to fill out information on the first six pages, then the second approver to see the results and approve on page seven, and the final approver will see the results of the first seven pages and approve on page eight.  

5
Troy Tessalone
8 months ago
graceungemach
graceungemachNew
asked in How Do I

Progress a Zap only if WhatsApp message does not contain italics

I use WhatsApp to send out certificates to students. I generate the certificates using a Slides template and send the pdf download link. However, in WhatsApp, if you surround text with underscores, it automatically italicizes the text.Ex: _testing_  >  testingIf there happens to be underscores in the auto-generated Google Slides link (I’d say this happens ~30% of the time), a portion of the link is italicized, the underscores are removed, and the link is useless.I tried using monospacing and it did not work to solve this.SO - I want to create a Zap connected to an interface that generates the certificate (this interface already exists), but alerts me if the link successfully sent without italics.If it didn’t, then I would know to go into my messaging platform and fix it manually - OR regenerate the certificate in the interface to try again.Right now I’m going into every contact to check if it sent correctly. The interface I built isn’t actually saving me much time because of this.An

2
shalgrim
8 months ago
janneke111
janneke111New
asked in Troubleshooting

Failed to create a subscriber in MailerLite Classic: The app returned "Email temporarily blocked"

Hello, I hope you can help me with the following: I have created a 'zap' where the 'action' does not work. The test keeps failing. I want to ‘add a subscriber’ to a specific group (automation) in MailerLite Classic, I tries several things but I keep getting the following message: Failed to create a subscriber in MailerLite ClassicThe app returned "Email temporarily blocked". See attached screenshots. I hope you can help me out. Thank you so much. Janneke

3
GetUWired
8 months ago
cfalcone01
cfalcone01Beginner
asked in Troubleshooting

Failed to find a column value in monday.com: Cannot read property 'column_values' of undefined”

I’m trying to update a field in Monday when the related Opportunity in Salesforce changes. In Monday, I have the following columns:Item Name = Opportunity Name Stage = stage of the opportunity Zap ID = Salesforce opportunity record ID (a unique ID from Salesforce) In the Zap, the trigger is “Updated Record in Salesforce” and looks for a change to the OpportunityIn the following action of “Get Item by Column Value in Monday.com”, I have the following Actions set up:Board ID = my monday.com board Column to Search In = “Zap Id” (from columns listed above) Zap ID = “Salesforce opportunity record ID”When I test this step, it returns the error “Failed to find a column value in monday.comCannot read property 'column_values' of undefined” In my Monday board, I have the SF opportunity record ID in the Zap ID column of the zap I’m testing. I can’t figure out why I keep getting this error. 

4
Troy Tessalone
8 months ago
Qeco
QecoNew
asked in Troubleshooting

Has anyone successfully automated the process of sending a SurveyMonkey survey using Zapier and the Email Collector feature?

Just to provide some context, there is a simple pre-registration form that collects the name and email address of the participants. After a new response with a validated email is received, we want to send the students a survey using the survey email collector. From what I have seen, this automation is possible through Zapier.Based on my understanding, it appears that Survey Monkey assigns a unique ID to each candidate in the form of a unique link generated by the email collector. The only thing I am unsure about is how to extract the ID link and put the html link it in a button, as this is specific to the integration between Survey Monkey and Zapier, and it has not been set up correctly on zapier.   

8
Troy Tessalone
8 months ago
ABQlive
ABQliveNew
asked in How Do I

How can I crawl events from different sites and post them on my Events Calendar on WordPress?

How do I crawl events from different sites and post them on to my Events Calendar on Wordpress?  Or how would I take new events from eventbrite based on search criteria and post if I’m not the organizer of the event? 

2
SamB
Community Manager
8 months ago
C
CondorBeginner
asked in How Do I

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
SamB
Community Manager
8 months ago
Andrew Bowers
Andrew BowersNew
asked in How Do I

How do I create a Zap that creates an Asana task when Pipedrive deal value changes?

Hi there,I’m new to Zapier and trying to create a zap that connects Pipedrive with Asana.Basically, when a deal gets updated (change a value in the ‘value’ field) I want to create a new text task in Asana. I want this to apply to only that field.I am sure this is sooooo basic but honestly struggling to work it out, please can someone help?Thanks in advance!Andrew

5
Troy Tessalone
8 months ago
Bluewater
BluewaterNew
asked in Troubleshooting

My Zap is asking for the "Business (required)" field in Wave, but the field does not exist in Stripe data.

I’m setting up a new Zap for sales coming from Stripe and going to Wave. The last set of the setup is confirming data fields between the Stripe data and the Wave. The setup is asking for an entry in a “Business (required)” field to complete, but there is no such field in the imported record. And anyway, it’s not clear if it’s looking for a Business name from the Stripe data or if the field relates somehow to the Wave destination. Can I get any guidance on this? Thanks. 

3
SamB
Community Manager
8 months ago
Coral
CoralNew
asked in How Do I

How do I clear a date value in an ActiveCampaign date field with Zapier?

I am using the ‘create or update a contact’ action step and need to clear a date value in an Active Campaign date field. Is this possible with Zapier?The API route doesn’t allow this, it also can’t be automated within an ActiveCampaign automation step. I’m hoping there is a route to achieve this within Zapier where the rest of the set-up is currently. It’s possible to achieve this in Make using {{emptystring}}The field needs to be a date field as it’s used as an automation trigger.

3
SamB
Community Manager
8 months ago
stathist
stathistNew
asked in How Do I

How do I find a contact in Streak and retrieve the associated box key?

Hello,Do you know any way of searching for a contact in Streak and then if the contact exists getting the key of the Box that the contact is in? Find a contact in Streak, isn’t giving me the box key and if I use the Find a box in Streak function, I can search by the name of the contact the was found using the Find a contact in Streak, but the variable name there oddly it means the box name not the contact’s that was found.Thank you.

2
Troy Tessalone
8 months ago
TheCraftySlayer
TheCraftySlayerNew
asked in Troubleshooting

CustomGPT App Error: "Something is broken. Please let us know what you were doing when this error occurred"

When feeding a prompt to CustomGPT through Zapier, I am met with the same error that something is broken. When testing out my chatbot on CustomGPT’s website, everything works fine. It has been like this for two days now. Any help is appreciated. Thanks.

3
Troy Tessalone
8 months ago
Lindycls
LindyclsNew
asked in How Do I

How to import PDF attachment from Zoho form into Airtable?

How to get the uploaded PDF from Zoho form into Airtable? I have a bulk application form which has uploaded one or two pdf from Zoho. I have integrated and get all the data but not those PDF attachment. How can get them via Zapier?

3
Troy Tessalone
8 months ago
Tibonzo
TibonzoNew
asked in How Do I

How do I collect and store GCLID for offline Google Ads conversion with Livestorm?

Hi there, I’m trying to send offline conversion to google ads for news registrant in a livestorm event. In order for the conversion to be taken into acount i have to enter the google click ID (GCLID) but Livestorm doesn’t store those id’s and it’s not a parameter that is available in the livestorm app. How can i collect and store those GCLID to make it work ? Thanks 

1
Troy Tessalone
8 months ago
S
SnakeySnakeBeginner
asked in Troubleshooting

Failed to create an item in Microsoft SharePoint undefined. Error code 404: 404 FILE NOT FOUND

I’m trying to setup a zap, that would take deal information (deal title, associated company and contact) and transfere these details to Sharepoint list. Curent steps include_deal stagre triggers workflow  lookup for company and contact associated with deal get company details get contact details create list item update list item  I’m having an issue with the last 6th step: Failed to create an item in Microsoft SharePointundefined. Error code 404: 404 FILE NOT FOUND I’m trying to call the ID from step 5. Could this be due to polling delay?

3
SamB
Community Manager
8 months ago
OneTimeZap
OneTimeZapNew
asked in Troubleshooting

Trouble sending multi-item orders from Duda to Shippo due to item weight limit.

I am currently using the free version of Zapier. My eCommerce website is hosted on the Content Management System, DUDA. I use Shippo to process orders from my eComm store. I am attempting to send orders from DUDA’s Third Party Store to Shippo via ZapierI place an order for multiple items on my website The order comes through to Zapier, listing individual item weights in the Item Weight line. The order is stopped as the value in the Item Weight line exceeds 10 digits. The order is not sent to Shippo. The problem is Zapier does not have an option for ‘total weight’ that I can input into the Item Weight line. The only option I can input is ‘items weight’. Therefore, the weight of each item is displayed individually in the line and can easily exceed the 10 digit limit. I am unable to create a multiple step Zap as I am on the free version. As such, I can not create functions, loop, etc. Is there any solution I can implement with the free version of Zapier? Many thanks 

11
SamB
Community Manager
8 months ago
Web-Project
Web-ProjectNew
asked in Code & Webhooks

How to recover Zapier steps configurations for incomplete Wordpress via Webhook Zap?

Hi all,we are new to using zapier.We have shared a zap for automating wordpress via webhook, but the steps are incomplete "Please set up the required fields". How is it possible to recover the configurations of the steps?  Thank you

2
Web-Project
8 months ago
aprilrosedance
aprilrosedanceBeginner
asked in Troubleshooting

Having trouble posting from Instagram to YouTube

I set up a zap with a trigger of posting media to Instagram and I want that media to be posted to YouTube. I believe I have the zap set up correctly but it is not posting to YouTube. Could that be because I manage two different YouTube accounts from one gmail address and it doesn't know which one to post to?  Here are some screenshots of my Youtube connections: (I did not choose "Rose Movement Youtube" because that is not the YouTube account I want to cross-post to) 

17
SamB
Community Manager
8 months ago
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