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25308 Topics

P
palladin tech - blafaveNew
asked in How Do I

Salesforce Line Items to Quickbooks Online

We’re trying to build an integration that takes two custom objects (invoice & invoice line items) in SF and creates an Invoice & Line items in Quickbooks. I’m really struggling to figure out how to take all of the line items fro Salesforce and create them in Quickbooks. Everything I’ve read points to the Line Itemizer utility but it’s only creating a single line item in Quickbooks. 

4
nicksimard
2 years ago
A
AlexaBeginner
asked in How Do I

Integrating Smartsheet to Google Sheet used as a form

I’m trying to set up a Zap where I add a new row to Smartsheet, then a new document is created from a Google sheet template and the information is added to particular cells. If I were sending an entire row over it would be easy, but my issue is that I want to keep Smartsheet set up as a row/column system, and essentially fill in a form I have created using Google sheet with that information. At the end of each project, that form gets printed and signed by our company and the client. So the google sheet (form) really needs to maintain a professional face. I can’t just print a long row of information. So for every row, i would have a corresponding google sheet that is easier to read than a single row of information.I want to use Smartsheet because i can keep all of my projects organizes without flipping through the printed forms. Also Smartsheet allows me to set up date reminders so that I dont miss deadlines (which continues to happen when i just fill in the paper copy of the form. 

4
A
3 years ago
R
rameshbansalBeginner
asked in How Do I

Zoho Creator Connection not supporting Auth Token

I am trying to connect my zoho creator account with my zapier account. But while doing so it gives an error that Auth Token is not supported for one or more services. On checking help with zoho, the zoho support team is clarifying that the auth token method i.e. v1 is deprecated and they have now v2 which is based on some OAuth system.Please helpI am not able to connect my zoho creator account.

4
nicksimard
3 years ago
S
sabrinadevettBeginner
asked in How Do I

Excel to monday - Sync multiple items

Hi!  I have made a zap which succesfully sync data between a excelark and monday.com on one specific Item line. Althought I have 180 Itemlines in that board and I would like to make one zap that automatically updates a specific column for ALL items when changed in the excel ark.  As far as I can see this is not possible - but maybe someone else have done it and knows a shortcut? I would like to avoid creating 180 individual zaps for each item line in monday.com :-) 

4
Liz_Roberts
3 years ago
I
IsakBeginner
asked in How Do I

Add row google forms/excel and pass it on to Zendesk

Hi!We have a zap connecting google forms and google excel with zendesk eg. people are placing an order in the form and its sending data to a google spreadsheet which triggers a zap thus creating a zendesk ticket.I now want to add an option to the form and a row in the spreadsheet and finally the zendesk ticket. How do I manage that without causing a major hick-up? which I always tend to do when adjusting the form :) The order of the responses will be different and what I have learned from my predesors is that you need to arrange the zap/ticket så the correct responses wind up in the right place.Kind regards,Isak    

4
Liz_Roberts
3 years ago
A
Anonymous
asked in How Do I

how to setup round robin that will send both email and phone to a lead, then on to the next

Have leads setup to go round robin  - email and then setting up twilio to text that lead.   However, if the round robin is setup to email and no phone is placed in at that time, what would be the easiest way to either add phone into the round robin zap perform a match of the email selected to send lead to, match in a google sheet to it’s corresponding phone number and THEN send twilio text of lead.  (whew)  is there an easier way I am missing. The goal.  Lead comes in => 5 people in round robin => email agent in line => text agent in line (same agent)

4
A
3 years ago
D
deeisfordigitalBeginner
asked in How Do I

How to create a Zap that sends a weekly report by email (need guidance in easiest way to extract weekly data)

Good Morning, I am new to Zapier (loving it) and trying to get some new zaps set up.  I want to automate a weekly report that I send to one of my clients.I am clear on how to schedule the email from Zapier.  I want to include the report data I gather in my Notes app during the week but can’t find a way to insert text data from there.  I can only see an option to add an attachment but it would be a different attachment that I need to send each week.Is there a way to insert text data into the email body itself?  What would be the easiest way to do that?Thanks for your helpDee 

4
D
3 years ago
C
christian7Beginner
asked in How Do I

GCal and Sheets zaps keep triggering tasks, how can I stop it?

 With help of Zapier community I’ve built the following process from 2 Zaps, it allows me to create and update calendar entries by entering rows of information in a Sheets spreadsheet.Trigger: GSheet - New/Updated Row Action: GCal - Create Detailed Event Action: GSheets - Update Row (log the GCal Event ID)Trigger: GSheets - New/Updated Row Action: GCal - Update Event (use the GCal Event ID)It works well but it creates loads of tasks (and uses up all my tasks) even when no new entries are being made. To the best of my understanding the GCal Event ID keeps regenerating and sending new info between the 2 Zaps. Is there any way I can filter out this column or use a different ID to recognise the event??

4
Liz_Roberts
3 years ago
bubba198
bubba198Tinkerer
asked in Code & Webhooks

Is there a way to "catch all" web hook without defining what's expected?

Hi everyone,I want to catch a web hook but NOT define the fields that I am expecting ahead of time. Basically a catch all - whatever the payload comes in - I want to see that json sent to me as an e-mail for example.How do I do that? The catch webhook expects that I define what I am expecting to catch and that’s the one thing I can’t do - I don’t know how it will show up and that is why I want to simply catch whatever json shows up at the door and send it to me unmodified?Is it possible? If yes please share your suggestions with meThank you

4
bubba198
3 years ago
B
BertBeginner
asked in How Do I

IP Address Look Up

Can you tell me how to look up an IP address from a Zapier Webhook? We generate leads and send them to our buyers via a ping post system and it wants an IP address.

4
ikbelkirasan
3 years ago
A
AngeliqueNew
asked in How Do I

Campaign Monitor and FB Lead Ad

Hello! I’ve set up a FB Lead Ad and a Zap to feed my Campaign Monitor subscriber list. I got 145 leads on FB and only abut 50 got transferred - it seems to be very slow. Any suggestions?  Thank you Angélique

4
AndrewJDavison_Luhhu
3 years ago
A
atomicnickBeginner
asked in How Do I

Check column in every row of Google Sheet Tab

Background: I have a Google Sheet, call the tab “pending deliveries” where each row contains customer details and a courier tracking code that I add in when the courier comes to pick up a delivery.I want to use the courier API to check if the item has been delivered, then move the row to a different tab, or leave it there until it’s been delivered.My thinking is I would like to periodically (every 4 hours or so) query every row in the “pending deliveries” google sheet tab, get the courier tracking code from the tracking code column in each row, then check via the courier API if it’s delivered, then if it’s not been delivered move onto the next row, if it has been delivered move the row to another tab in the sheet and move onto the next row. How might I do this?The courier doesn’t seem to offer me a hook to grab when the delivery has been made - I need to query their system periodically.

4
AndrewJDavison_Luhhu
3 years ago
M
Miss FannyBeginner
asked in How Do I

Upload existing video data from my YouTube Channel to my Google Spreadsheet

Hi guys, my name is Fanny and I am new using Zapier.I have a question; I have a YouTube Channel (https://www.youtube.com/c/TheBridgeInternationalChurch) I have just created RSS for new uploaded video. However, I would like to know if there is a way to download all my existing videos on to my excel spreadsheet. So far I have been doing it manually and it is tidious.Cheers y’all and happy holidays.

4
M
3 years ago
T
Thomas L.Beginner
asked in How Do I

Cleverreach connection expired

In unregular intervals the connection between Zapier and Cleverreach breaks. Message: The app returned "Bad Request: Invalid token".When I reconnect my Cleverreach account (has not changed since last connection), it works again for some time. This is really annoying, as it seems there is no “rule” when it happens. Any idea how to solve this?

4
T
3 years ago
B
btfirakeBeginner
asked in How Do I

How many Ids does Zapier store for deduplication?

Hi,One of my client has a huge number of tasks being added per day in history. For each new record, Zapier stores the id of the record for deduplication.I am wondering how many records will Zapier store for my cllient’s trigger for deduplication to work, or we have to do something on our end to avoid running out of Zapier’s deduplication storage. So my questions are:How many Ids does Zapier store for identifying new records in trigger? What can be the max size of Id?

4
Danvers
3 years ago
S
soniadBeginner
asked in How Do I

Connect Shopify to Zoho Books

Hi everyone, I have tried to connect Shopify to Zoho Books but I keep having the following error while testing:The create_invoice_v2 could not be sent to Zoho Books.Cannot read property 'contact_id' of undefined See attached screenshot.Can anyone help on this? Many thanksSonia  

4
AndrewJDavison_Luhhu
3 years ago
B
Brent RWUBeginner
asked in How Do I

Salesforce to Facebook Conversion

Hey guys, so here is my current set up. Facebook ads is connected to Salesforce so that a new lead is created when a user messages us from our ad. When that lead is created, all the necessary marketing identifiers are included - lead ID, ad set ID, campaign ID, etc. When the lead is converted, a separate record is created to trigger the zapier process. The zapier trigger should then push this conversion back into Facebook. What I don’t know is whether I should be using the Facebook Converions Integration or the Facebook Offline Converions Integration. I’ve tried both, and neither of the conversions or events that I sent in were “matched” to the user that clicked on the ad (which I don’t understand because the lead ID is unique to that user, right?). Anybody who has a similar use case know which is the way to go?

4
andywingrave
3 years ago
A
AleAugugliaroBeginner
asked in How Do I

Get value function not working as expected

In the first zap, I create a spreadsheet every hour in the future and, as you can see in the screenshot, I store its ID in the name “mykey” which I then want to retrieve in another zap to perform some row addition triggered by a new google calendar entry. The problem is that these new rows are not created on the latest spreadsheet, but the ID where they get entered is always the first one when I created the zap, whereas I thought it would update every time the zap creates a new spreadsheet.

4
nicksimard
3 years ago
M
MitchInOmahaBeginner
asked in Troubleshooting

Are there any advanced options for the email parser

I’m having some issues with the email parser consistently processing emails from TheKnot.com.  Some of the fields I’d like to capture are on a full line, and parser sometimes snags up text from the following line instead of stopping at the line’s end.  One example is the person’s full name - first and last are together on a single line.  The only delimiter is the line break.  (Of course, I understand that separating first name from last name can sometimes be a dicey proposition when people have multi-word names.) 

4
M
3 years ago
Gnome
GnomeBeginner
asked in How Do I

Basecamp, Oauth 2.0, and Zapier

Hello all,We use Basecamp for our project management, and I’m looking for a way to capture when a project is archived. It appears the only way to do that is with a frequent poll using Basecamp’s API. Problem is that requires Oauth 2.0 and it doesn’t seem that Zapier plays nice with that. Has anyone tackled anything like this? 

4
Gnome
3 years ago
G
geriengelBeginner
asked in How Do I

Microsoft To Do Lists

I had a zap setup that when I added something to a specific list it would create an event on my google calendar.  For some reason now when I try to choose a list within microsoft to-do it is blank.  Nothing appears.  

4
AndrewJDavison_Luhhu
3 years ago
J
jsalserBeginner
asked in How Do I

Seamless.AI to Zoho Integration Getting too many errors

Hi all! I have noticed that when I trigger a task for my Seamless.AI to Zapier Integration, I seem to be getting many errors that stop the action. These errors are due to Error : Invalid data for the field Phone. Detail : expected_data_type phoneI fugured out that this is occuring because Seamless.AI often takes time to populate the phone number and email information on their side, sometimes up to a minute or so. So, essentially, this Zap is being triggered too early so the field that should have a phone number in it, instead says “Researching...” and causes an error.Is there any way to delay the Zap from triggering?

4
J
3 years ago
D
deanjBeginner
asked in Code & Webhooks

Is there a way to post a file to zapier through a webhook?

I have a html web form on a website that I’m posting to Zapier with a webhook.I basically want a user to submit the form and the attachment post to zapier and then have the attached file saved into google drive.Is there a way for me to handle an attachment through a zapier webhook?

4
nicksimard
3 years ago
R
rgeromegnaceBeginner
asked in How Do I

Cannot display Trello comment attachment image in Facebook Page

Hello,I create the following ZAP:trigger: Card Move to list in trello action: Date Time => to format a date in my trello custom field (i.e start date) action: Date Time => to format a date in my trello custom field (i.e end date) action: Create Page Post in Facebook Pages => i select some field in my trello card to display as  a post in facebookMy problem occur in step 4. I cannot find a way to get the image url that i put in one comment of my trello card. Anybody can help me?

4
R
3 years ago
N
nidarenBeginner
asked in How Do I

Buy Me A Coffee connection generates authentication error

Hello,When trying to add a connection to Buy Me A Coffee I get authentication error: bad response.I believe this is only fixable between Zapier and Buy Me A Coffee services.

4
N
3 years ago
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