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25645 Topics

C
CandygyrlBeginner
asked in How Do I

dummy data

I am very new to this, so forgive me if my question seems trivial. When I am triggering a zap, I only see test:dummy data entries as my option. How am I able to trigger a zap and not get test data as my option for SMS messages? Thanks

4
C
3 years ago
A
adbellBeginner
asked in How Do I

Auto-validating Comments when Timesheets are submitted in Harvest

HiI’d like to know if this was possible in Zapier and if so, where best to start.BackgroundWe use Harvest for timesheets that are integrated with Zendesk. So when staff submit their timesheet, each line in their timesheet should a comment referencing a ticket. Sometimes they don’te.g Date   Hrs       Comments      3/5/21 1.0hr    <blank>        4/5/21 1.5hr    #12345:This is a ticket and good for billing      6/5/21 2 hr     some comment - without a ticket, it may be queried. Ideal ScenarioWhen the harvest user submit their timesheet, the data would also be submitted to Zapier for validation In the above case, timesheet entries on 3/5/21 and 6/5/21 do not contain a ticket reference as the first character of the comment does not equal to: “#” It would send an email to the harvest user requesting them to review ticket reference on 3/5/21 and 6/5/21/I don’t there is currently a trigger when harvest timesheets are submitted.(Step 1)I don’t know where to start with validating the data

4
A
2 years ago
C
commprojectsNew
asked in How Do I

Can a new Asana task generate an email in Outlook?

Hello! I am looking for a solution for communicating with project requestors that are NOT in Asana. I have searched on zapier.com and the forums but, can’t figure out if the Asana/Outlook offering would deliver this. Here is my ideal workflow:Request is submitted through an Asana Form. Once the request is received in Asana an email is generated in Outlook and sent to the requestor from our team Outlook in box. The subject of the email would be the name of the task from the Asana Form. The body of the email would include the information on the request from the Asana form and any attachments that were added to the form. Outcome - The email would serve as the communication connection between my team and the requestor.Asana offers a confirmation receipt email feature in their forms but, the subject line of the email is generic making it hard to differentiate requests. The Asana confirmation is also sent from a “no-reply-Asana” email address.Any insight on the ability to do this with the As

4
AndrewJDavison_Luhhu
2 years ago
michael291
michael291Builder
asked in How Do I

How to run a zap and avoid loops

Hello, I already solved the problem to avoid loops with a Zap by adding a certain value within the last step of a Zap (I added a filter that looks for this value, if it exists it would stop running the Zap). It is described here:  But now I do have an “advanced” version of this problem. I have to connect two apps (Zoho CRM and a invoicing tool) and I need to sync all contact/address updates from Zoho CRM to the invoicing tool. The workflow looks like this at the moment: 01-Updated contact in Zoho CRM (Trigger) → 02-Find contact in Invoicing Tool → 03-Update contact in Invoicing Tool → 04-Update contact in Zoho CRM again (it adds some contact information back from the invoicing tool to certain fields in Zoho CRM to be sure/compare all address fields have been updated correct in the invoiceing tool) → Stop ZapThe big problem is that Step 04 would re-trigger the complete Zap and it would end in a loop by starting with step 01 etc.  So I was looking for a method to add a certain value like

4
michael291
3 years ago
Q
quolofuneBeginner
asked in How Do I

Instagram for Business Issue - The media could not be sent to Instagram for Business.

Hello, thank you for opening the page.I'm not good at English, so I'd be grateful if you could help me. I want to post a photo on Instagram.So I made Instagram a professional account.It is also connected to the Facebook page.However, I got an error on Zapier. [The media could not be sent to Instagram for Business.Could not upload media file: (#10) The user is not an Instagram Business.] If anyone knows the solution, please let me know.If there is any missing information, I will add it, so please point it out.Thank you for reading this far. 

4
Q
3 years ago
Z
ZumbieBeginner
asked in How Do I

Call Detection with Zapier for a web-based CRM-Software

Hello community,I´ am new to Zapier. I work as Product Owner and I am responsible for a web-based CRM-Software (Customer Relationship Management).As we want to improve our software we are planning to integrate Zapier.We are looking for a  App/Zap that will allow the contact details (phone numbers+name) stored in the CRM to be recognized and displayed to the called party when a call is received on the smartphone. So that the called person can address the caller personally by name.If possible, we do not want to transfer/save the contact details (phone number+name) to the smartphone.Is there a App/Zap that can do this?Thanks a lot. 

4
AndrewJDavison_Luhhu
2 years ago
C
curious_mindBeginner
asked in How Do I

exporting old data from airtable

Hello . The zap I built does the following: every time a new record appears in airtable and it exports it to a google sheet.Trigger is 1. New Record in View in AirtableAction2. Create Spreadsheet Row in Google SheetsAction3. Update Record in AirtableThe airtable view I am using has some filters, for inctance if a specific word is part of a slack incident channel name, year is 2021, 2020 and 2019I would like to be able to export data from previous dates, also from last year.

4
C
2 years ago
D
DucatiaBeginner
asked in How Do I

Google sheet - Hubspot integration - Create new deal and assign to proper deal stage in Hubspot

Dear community, I’m trying to automate sending deals to Hubspot from g sheet to the specific deal stage. Although my deal stages in google sheet file are exactly the same as the one created in Hubspot. While trying to verify the connector, Zapier returns error message. However ,when assigning a specific deal stage in Zapier, everything works just fine. As the deal stage differs from one deal to another, I need to have this field dynamic and not static when running zap.  Would you guys know how to overcome this issue? Best,D

4
D
2 years ago
R
RJLBeginner
asked in How Do I

How to know what fields are available on action?

I would like to know what fields are available in various integrations.  For example what profile information can I supply in an action to add a Gsuite user?  This is the same question as:However, the answer given requires setting up an account with admin privileges and generating an API key.  I would like to know if the integration is even feasible before doing this. There is a reference to in the answer to the above question about  API documentation that “generally” has this information.  Can someone point me to this documentation or provide another mechanism for determining available fields that does not require setting up api keys? Thanks 

4
R
2 years ago
E
egreene16026New
asked in How Do I

how to forward an email but omit some data

This is my first time using zapier. I have a website that has a contact form. When a customer fills the contact form and hits send, myself and another business owner gets an email with the information that was entered into the contact form. The email also has the website link where the form came from.I want to create a zapier that sends an email with the information that was entered into the contact form except the website link. In other words, I would like to omit the website address from the email.How would I go about doing this?Please let me know if you need more info to help me figure this out.

4
AndrewJDavison_Luhhu
2 years ago
M
mike999302Beginner
asked in How Do I

Requesting Files from Clients

Hi Everyone,  We sign up a reasonable high volume of customers and we need to request about 4 different files from them each time. We use Hubspot, Zapier and Asana for most of our workflows, we also have G drive and Dropbox.  After I complete a deal as marked won, I want to send out something that automatically requests the files and saves them into a folder so we can access them easily. I realise that Dropbox at this stage does not allow Zapier to do this.Does anyone else have a workaround or alternative that might make our lives easier?   

4
AndrewJDavison_Luhhu
2 years ago
M
mike999302Beginner
asked in How Do I

Hubspot Deals and extracting the contact information

I have read a lot of the articles and I think the solutions are a bit complex for me. I am fairly new to this.  We create contacts in Hubspot, then we add a deal, then we mark the deals closed won when the customer signs up.  We then want to push out to Asana and Slack, information about the deal and the people involved.  We can only seem to push out hubspot deal numbers, and ID’s that don't relate to any real information. We ideally want to get the Contact details of the customer (contact attached to the deal) and the sales person at our company who owned the deal.  Any help would be greatly appreciated.  In the below we just get this number  In this step we want the contact information of the deal / customer (contact) The images in this post have been edited to remove personal/private information. The Zapier Community is public, please be careful not to include personal or private information in your posts, including in any screenshots. 

4
AndrewJDavison_Luhhu
2 years ago
A
akykohliNew
asked in How Do I

Adapt - Airtable Zap not triggering

I need help in finding a soluton as to why the zap is not triggering. When I test it it’s working fine. 

4
AndrewJDavison_Luhhu
2 years ago
T
TomWFoxBeginner
asked in How Do I

Issue with formatting of Asana task attachments

I feel like I’m tripping but the way Zapier presents the Attachments object returned by the New task in Project in Asana trigger is different to how it presents the other objects.From testing the trigger: Then Zapier gives you: As you can see, Attachments has no data and then you get the values name, id etc as separate entities for each attachment.Looking at custom fields, it appears to have the same structure: However, Zapier gives you the values grouped in a sort of array: Why the difference? The issue this is causing me is that I can’t (at least easily) use looping by zapier to loop through the unknown number of attachments.

4
T
2 years ago
S
sam_raNew
asked in How Do I

When a Customer buys a product from Kartra, Dubsado creates a project

hey there,im hoping someone could help me. I am trying to create zap when the customer buys a product in Kartra, a project is created in Dubsado. So when the customer purchase they will enter their name and email. I want it to pull that name and email. It’s working but where the name and email being pulled from? Is it Action Details Transaction Details Lead First Name? 

4
AndrewJDavison_Luhhu
2 years ago
W
WangechiBeginner
asked in How Do I

Mailchimp tags

I am trying to set-up a zap that add new subscribers to mailchimp. I however can not find the tags when I filter. Is there a way to custom this and if so, how do I know they have been added to the relevant tag? 

4
nicksimard
2 years ago
M
MSDONew
asked in Code & Webhooks

Google drive access to MailChimp list

I’ve been trying to research and see if there is a way to use Zapier to connect a MailChimp list to provide those users with access to a Google drive folder. Looking to use a Zap to pass new MailChimp users to the Google drive permissions list. Not sure if this is even possible.Any suggestions or thoughts would be appreciated.

4
Matt_Boyden
2 years ago
Z
zümreBeginner
asked in How Do I

all lead one mail

Hi, Is it possible sending forms collectively at the end of the day in one mail? Not lead by lead.

4
william
2 years ago
bubba198
bubba198Tinkerer
asked in Code & Webhooks

Display a full html response to a webhook using Catch Hook

Hi everyone,Is there a way to display an html response to a GET call captured on Zapier’s side as Catch Hook with some more elegant user facing thing - just text would be fine but more than the stock response below? The ideal response would be “Thank you for registering for this event, xyz stuff” 

4
william
2 years ago
D
dougsamuNew
asked in How Do I

Add a hashtag mark to a the front of multiple words using the Formatter

I am not unfamiliar with some scripting - not coding. I am a cartoonist, not a programmer.I can hack through IOS Shortcuts to build a shortcut that does this. I suspect Zapier is really much the same in function.I post an image at the blog, and want that to tweet. Most everything comes through fine. The posts tags are of course, tweeted as just words. It seems deviously difficult just to get the hashtag mark set to the front of any of those. There are only ever a few, but never a fixed number of tags.Zapier offers a ‘Ghost>Tweet with tags’ action. I cannot figure out out how to get that zap to do what it claims to do. Yea, I can drop in the Tags variable from the Ghost post in the straight ‘Ghost to Twitter zap’. The Zap which says Post with tags, has a Formatter action. Now this obviously needs some kind of split and repeat, or count function, and a replace. It also needs to put the # concantenated to the first character of every word.This seems like such an obvious thing. I’m sure

4
D
3 years ago
S
smallcapguyNew
asked in How Do I

True/False explanation for Zoom confirmation email field

Hi all! I am very confused by the True/False explanation given by Zapier. No matter how I read, I can’t seem to understand what they mean. Can someone please explain to me in a much simpler way? Appreciate any help!

4
AndrewJDavison_Luhhu
2 years ago
L
Laura BeatrisBeginner
asked in Code & Webhooks

Trigger multiple zaps by one webhook

Is that possible to trigger multiple zaps by one webhook trigger? We have an API which stores webhook triggers URLs by an specific event, for instance:{ "employees:update": [triggerEndpoint1, triggerEndpoint2] }The problem is that we’ll have to manually add new endpoints each time that the automation team creates a new zap for an certain event Is there an way to create one trigger for multiple zaps? I saw that it’s possible to have just onepoint for multiple zaps by separating their ids with commas But this approach also seems to be a little manual because each time that an zap is created, we’ll have to update the code

4
A
1 year ago
Y
YBSNew
asked in How Do I

CrateJoy (beta) "A Subscription could not be found" error

Hello all! When I try to create any Zap with the CrateJoy (beta) integration, I can’t get past the test phase (and if I try to run the Zap anyway, it doesn’t work). I get the following error message: “Test trigger (error)A Subscription could not be found.JSON results array could not be located. [Troubleshoot error] (button)We couldn’t find a subscriptionCreate a new subscription in your CrateJoy (1.7.1) #2 account and test your trigger again.” I tried creating a new subscription, but got the same error message. Any advice as to how I can resolve this? 

4
SamB
Community Manager
2 years ago
R
rrharperjrNew
asked in How Do I

Troubleshooting Connection to Keap Automation

My Zap shows connection to Keap, but the data is not going from my Google sheet to my Keap Automation software any longer.  This started two days ao.  Has been running successfully for weeks but now isn’t.

4
SamB
Community Manager
2 years ago
S
shryharshNew
asked in How Do I

Zapier send message tagging a member in Google Chat

Hi I have created a zap from Google Sheets to Google Chat. In it, I am reading any new/updated record. One column contains the email address. I want to send message in Google Chat room, mentioning that email address. The member should get tagged. Not able to do so with text field, tried @Email, but not working. Can you please help with this?

4
SamB
Community Manager
2 years ago
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