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25021 Topics

luisjbdouglas
luisjbdouglasNew
asked in How Do I

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
SamB
Community Manager
8 months ago
Tom Chapel
Tom ChapelBeginner
asked in How Do I

How to match a linked item in one Monday board and use data from the other?

I have two different boards I’m using in Monday that are linked by a Connect Boards column, one for sales and one for contacts. When a item’s column in my sales board changes, I want to take a value from a column in the linked item in the contacts boards so I can match it on the relevant contact in my Hubspot site.My question is, how can I match a linked item in one Monday boards and use data from the other?Thanks

3
ken.a
8 months ago
avmapping
avmappingNew
asked in Troubleshooting

Failed to create a post in Vista Social: The app returned "unexpected error creating a post."

I’ve connected all the channels I need but still failed to post

5
ken.a
8 months ago
JonathanKW
JonathanKWBeginner
asked in Troubleshooting

Mailchimp campaign posts blank space on WordPress when triggering “New Campaign” and “Create Post.”

Hi, I am trying to post my new Mailchimp campaigns on my WordPress site as a new post. I have setup the triggers: “New Campaign” and “Create Post”. I tested the triggers and they work, but for some reason a big white blank space appears before my html content on my new blog posts. Is it possible to edit the html content of the automated post to remove these blank spaces?

7
ken.a
8 months ago
PSwaak
PSwaakBeginner
asked in How Do I

How do I set up a Social Media Planner with Zapier?

Hi There, in the last Zapier webinar I saw an example of a Social Media Planner, made with Zapier. Can anyone help me to achieve same set-up for my company?

11
PSwaak
8 months ago
cfalcone01
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
Troy Tessalone
8 months ago
EliseB
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
Troy Tessalone
8 months ago
ACWilliams
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 

1
Troy Tessalone
8 months ago
Bookkeeper at the Gathering
Bookkeeper at the GatheringNew
asked in How Do I

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

 

9
Troy Tessalone
8 months ago
emi52
emi52Beginner
asked in How Do I

How to get two Zaps to store lead information in one same spreadsheet row using Zapier?

Hi, i need help. I am running a lead generation bot and i do it with 2 zaps, each to capture a different part of each lead (first name, last name). And i have been having this problem that i cant get the 2 zaps to put the result of the lead into one same spreadsheet row. Ex. this imageAll in all, i want both of the zaps to store the information they get on one same spreadsheet row. In this case its in 2 rows, this is what i dont want. If anyone that thinks that they may have the answer but dont fully understand the question or think that i didnt make myself clear, please comment that. Thank You.

3
Troy Tessalone
8 months ago
MattBia
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
MattBia
8 months ago
kwhitmore
kwhitmoreNew
asked in Troubleshooting

Stripe custom field not appearing in Zap

I have a Stripe checkout page (see screenshot) that has “email”, “name on card”, and two custom fields for “first name” and “last name”. By default Stripe brings through “name on card” as “name” and we were using that with a splitter function in our zap. However, sometimes the name on card is just an initial .e.g “J Adams” so our CRM was bringing through “J” as the first name. We added First Name and Last Name to the Stripe checkout page however these two custom fields are not coming through to Zapier. I have loaded a new customer from stripe and it sees it in the test data in Stripe. Any help appreciated. I’ve tried recreating the zap from scratch and it’s not pulling through. 

3
John_DOE
8 months ago
ChrisDiodato
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
Troy Tessalone
8 months ago
Christian Mc
Christian McBeginner
asked in Code & Webhooks

Google Drive and PandaDoc API Request

HiMy business creates a large number of documents for signature.  Each document is unique to the client and is first generated using document automation (i.e. a TypeForm form and Google Docs).This variation in the documents means templates are inappropriate.Equally, the volume means use of the PandaDoc UI to drop in signature fields etc is inefficient.I’m attempting to use a Zap that has ‘1. New File in Folder in Google Drive’ as its Trigger and ‘2. API Request (Beta) in PandaDoc’ as its Action to send an API request to PandaDoc to create and send the document for signature.For ease of reference PandaDoc’s relevant API documentation is here: https://developers.pandadoc.com/docs/upload-and-send-a-local-pdf   My question/problem: I can’t figure out which data fields should be pulled from Google Drive to populate the ‘Body’ of the API request.  Equally, I’m not even sure where they should go.  When I test the action, I invariably get the API response ‘{"type":"validation_error","detail":"

1
GetUWired
8 months ago
cole1
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
Troy Tessalone
8 months ago
Kellou07
Kellou07Beginner
asked in How Do I

How do I link Instagram to monday.com so I can automated and track performance?

I would like to link my company's Instagram account to a dashboard on Monday.com so I can track the performance, such as followers, likes etc. I would also like to do this for Facebook, Twitter and LinkedIn. 

3
Troy Tessalone
8 months ago
Dajuan
DajuanNew
asked in Troubleshooting

Getting an error when adding subscribers query for MailerLite.

I’m synching subscriber status between three platforms. When a person unsubscribes from one platform, I zap that to MailerLite, but receive an error (event unsubscribe) if the subscriber doesn’t exist. I’d prefer to do a query first, but that event doesn’t exist. I realize that would consumer an action, but it’s better than risking the zap stopping.How do I request a query event (does subscriber exist) for the MailerLite?

3
Troy Tessalone
8 months ago
jason99
jason99New
asked in Troubleshooting

Unable to add @username to my tweets on my Zap in Twitter.

I've built a zap that when someone follows my twitter account @hiring, it sends a prompt to open ai to write a haiku taking into account their handle and about information.  then it will auto tweet the haiku to the person who followed. I have it working but I want the tweet to the person to start with @(username) the issue is when it tweets, it is leaving out the @ symbol.  I have no idea what to do.  here is the instructions I've given for he final step  @Follower Screen Name: swagbotAI a haiku written just for you: 2. Response: Hiring swagbotA…ines so bright. #hiringhaiku Thanks for the follow! I want it to look like this when it is tweeted: @test123 - a haiku written just for you: Hiring the best minds,SwagbotAI is their guide,Expertise is key. #hiringhaiku Thanks for the follow!

3
Troy Tessalone
8 months ago
eballenger
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
Troy Tessalone
8 months ago
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

1
Troy Tessalone
8 months ago
GGNS
GGNSBeginner
asked in Troubleshooting

Mailchimp error: Bad Request - Cannot send this campaign because it is currently" sent"

Hi, I want to automatically send a newsletter when someone is added to a Mailchimp tag. Let me add, we are on the free Mailchimp plan. I got it to work, but now it’s no longer working and the error message is:Failed to create a sent campaign in MailchimpMailchimp ran into an error: Bad Request - Cannot send this campaign because it is currently" sent"It seems that once the campaign is sent once, it is no longer available. How do I configure the newsletter in Mailchimp so it can be sending continously, is this possible?Thanks,Michele

4
GGNS
8 months ago
R
Ranilynch11Beginner
asked in How Do I

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
Troy Tessalone
8 months ago
Colinmw1
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
Troy Tessalone
8 months ago
chriskle
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
Troy Tessalone
8 months ago
Jamal
JamalNew
asked in How Do I

How do I update a copy of the calendar event in Microsoft Outlook in my Zap?

I’m pretty new at this. So I’m pretty happy that I was able to create a Zap that uses a trigger of “new calendar event” in Outlook, to create a copy of that event on another calendar without Outlook. That works great. However, if I delete the event or update it, it does not seem to also update the zapped copy. How do I get it to do that? 

2
SamB
Community Manager
8 months ago
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