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25667 Topics

M
MikeTBeginner
asked in Troubleshooting

Errors creating a GPT with access to Notion

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.Hey, I want to setup a GPT that can add pages to my Notion.. I setup everything successfully, but get an error.. here in Zapier when I test the action: NoneType' object is not iterableAnd in GPT: I encountered another issue while attempting to add the page to the "Siri" database in Notion. It appears the action could not be completed successfully.As before, I recommend refreshing the list of available actions for your account to ensure all actions are up-to-date. If you'd like to try again or need assistance with something else, please let me know. Instructions in GPT: ### Rules:- Before running any Actions tell the user that they need to reply after the Action completes to continue. ### Instructions for Zapier Custom Action: Step 1. Tell the user you are Checking they have the Zapier AI Actions needed to complete

10
SamB
Community Manager
4 months ago
aprilfisher01
aprilfisher01Beginner
asked in How Do I

Can I build a rule or step in my Zap that checks file size before sending the email with attachments?

Hi all! I’m hoping someone can help.  I have a zap process that takes a direct download link from a google sheet and sends an email with the file attachment. I have been successful so far. If the file is larger than 25 mb, it doesn’t send through gmail. I have no way of knowing what doesn’t send because zapier doesn’t tell me.  Is there anyway for me to build in a rule (if under 25 mb - do this, if over 25 mb do something else), or a step in my process that checks file size before trying to send the email? Or some alert when it’s not successful?  Thank you! 

8
Troy Tessalone
11 months ago
S
ssielmannBeginner
asked in How Do I

How to merge duplicate values in Zapier Tables

Hi, I have a table full of duplicate leads, all with different attributes. E.g. File Number Name Favorite Color City Number of children 123 Peter Pan Red   3 123 Peter Pan   Boston 3  What’s the best way to merge this information?I think it’s ok to have some duplicates (like “3 3”), so appending might work for some cells. But I don’t how I can clean up tables in general.  Thanks so much Sebastian

5
Iliyan Slavov
5 months ago
Topseller99
Topseller99Beginner
asked in How Do I

Automatically send a Google Form to new clients

Hey there! I need to send the Terms and Conditions to my new clients for them to read through and accept before their first consultation. I’ve been using a Google Form which includes the text of the agreement and a checkbox with “ I agree to the Terms and Conditions”, so the client reads it, checks the box, and submits the agreement. Until now, I’ve been sending the agreement manually through Google Forms, and I would like to have it automated so that when I schedule a consultation for a new client on Google Sheets or Google Calendar it will automatically send the agreement form to the new client. The issue is that Google Forms doesn’t have a “Send Form” action on Zapier. My question is if any of the other Form Creator Apps have such an action? Or is there any other way I can automate this task?Or another idea of how to easily accept the Terms and Conditions?Thanks everyone!😀

4
nancy59
1 year ago
Severin
SeverinNew
asked in How Do I

Map Text field (many options/variations) to picklist field (limited options) in Salesforce

Hey all,I’m importing leads/contacts into our CRM Salesforce and they come with an assigned industry (~150 options for this industry field). Within Salesforce, I would like this industry field to be mapped to our internal industry definitions - which is a picklist field with only 10 options. F.e. If I import a contact that has “Banking” under Industry, I would like to have that mapped to our internal industry field and say “services”. I’m not sure where to start and how to get this done, any help is appreciated!

1
SamB
Community Manager
1 year ago
B
Baggy52Beginner
asked in Troubleshooting

parser by zapier

Hi FolksWhen i try and create a templat in parser by zapier - I get the following error Application errorAn error occurred in the application and your page could not be served. If you are the application owner, check your logs for details. You can do this from the Heroku CLI with the commandheroku logs --tail I have deleted, added, restarted and done all I can so far without a result. Please advise. Regards Baggy

9
Liz_Roberts
3 years ago
A
Allen121Beginner
asked in How Do I

Best way to create a new Opportunity in Salesforce from Google Sheets

I’m looking for the best way to have Zapier look for a new row in a Google Sheet and perform a few searches that will ultimately create a new Opportunity in Salesforce. My questions are: What’s the best sequencing of my steps? First find if a Contact exists? If one exists, then find an Account based on the company name? If one exists, find if there’s an existing Opportunity? If one doesn’t exist, then create a new Opportunity? What’s the best way to create different paths, depending if a Contact/Account/Opportunity exists or doesn’t exist? Thanks!

4
A
4 years ago
G
growthNew
asked in How Do I

WooCommerce & teachable

I just got a notification from zapier that old zap of WooCommerce won't work. They are called it WooCommerce Legacy . . I tried to create a new zap but they are wanting me to purchase this plugin that is $59/year/site. . https://woocommerce.com/products/woocommerce-zapier/ . Usecase - WooCommerce orders are added as a student inside teachable. . Integromat is not supporting this scenario due to no direct integration with teachable or no detailed API docs. . Can some expert here recommend the solution/workaround?

2
nicksimard
3 years ago
A
AlexanderWorldwide
asked in How Do I

Facebook Ads Deprecated Error

I am getting the same error but different API version:“The app returned "(#2635) You are calling a deprecated version of the Ads API. Please update to the latest version: v9.0.".”  

2
Liz_Roberts
3 years ago
C
calebwrightNew
asked in How Do I

Xero-Asana Integration

If I initiated Zapier with Xero through our finance department’s account, once the setup was complete, do you know if I’d then be able to play around with the Xero-Asana integrations through my own Xero account?The issue I am having is that my Xero account does not have the right access to allow Zapier to access our information.

1
andywingrave
3 years ago
E
EOppegaardBeginner
asked in How Do I

Email Parser Text to Salesforce Picklist

I have a functioning email parser where it pulls in a field that I need to map to a picklist value in Salesforce. For Example, the email parser will pull in a field “Apple” which I need to map to a Salesforce Picklist value of “Fruit” I tried to build a lookup table through the formatter utility, but it isn’t mapping to the picklist field when the record is created or updated in Salesforce. Any ideas?

6
E
3 years ago
A
Adrian NBeginner
asked in Code & Webhooks

Integration with LinkedIn Page Events

Hi,  are there any plans in the near future to provide a Zap for LinkedIn Page Events? Any timeline for this?The integration with Lead gen seems to work, though it would be great if the same kind of functionality would be provided for Page Events.Thank you!Best regards,Adrian  

3
A
2 years ago
C
chanseBeginner
asked in How Do I

Send photos from Smartsheet to Google Drive

Does anyone know an easy way to get Smartsheet attachments (images) to automatically upload to a Google Drive folder?

18
GetUWired
3 years ago
S
samlabNew
asked in How Do I

There is a problem that the same email keeps coming in every 14 minutes to receive the email.

The first mail I received keeps coming every 14 minutes.Does Zapier have the ability to send emails repeatedly? If you have such an option, please let me know where I can turn it off.  

3
william
2 years ago
M
MGWilliamsNew
asked in How Do I

1 large Zap vs lots of smaller Zaps

Hi, I’m currently planning my first “large” zap - when I say Large, we’re talking about hundreds of steps over a period of 3 or 4 months. I don’t know if it’s best practice to use 1x master zap utitilizing paths etc that contains it all, or lots of smaller autonomous ones where possible - so Zaps linking to Zaps. Would welcome advice. It’s not a kick-arse complex one, just lots of time and delay rules etc and triggering of other apps like Keap and Email, Todoist etc etc 

2
Troy Tessalone
2 years ago
A
Arty129
asked in How Do I

Facebook groups and emails

Hi, this has been raised previously a few months ago but I just want to check that there is still currently no way of getting member joining questions (and emails) out of a Facebook group using Zapier? What would the best solution be to get them added to a CRM - manually add the email addresses to a Google sheet and then zap to the CRM?

1
Troy Tessalone
3 years ago
D
demanddNew
asked in How Do I

How to replay a failed step at certain intervals?

Hi all,I have the following flow set up to create a new Slack channel for each new client, then search for a launch announcement, after which it sends copy of that launch message to finance:I create a calendar event with a new client This triggers the creation of the client’s slack channel (i.e. the Slack channel changes every time) After delaying for a certain period, Zapier searches for the ‘live’ keyword within the client’s slack channel If found, this sends a Slack message with the text containing ‘live’ to a specific user. If not found, how do I get it to retry at specific intervals (e.g. daily) until the ‘live’ keyword appears on the channel?Thanks in advance!   

1
Troy Tessalone
2 years ago
P
PaolonBeginner
asked in How Do I

Appending Emails Body to Google Doc, Problems with Looping and formatting

hello, I am creating an automation that for a given customers stores all emails in a google doc, if the email has an attachment , the attachment is saved in a file in a google drive folder and a link is appended to the text.Here is the flow : https://zapier.com/shared/c86f2c8fc039186fd8bb70b3949dfff62254bcfc I have a few problems:i have a list of customers and their name, i want that if the folder for the customer exists the attachment is saved in this folder, else drive needs to create it. do not know how to do this   I want the folder where to save the attachment and the google doc is equal to the customer email in the google sheet list. i do not know how ot math this, also remember that in real life we may have more than 4 customers so the loop needs to be longer than the 4 emaisl i have here    When i append the email text to the googlesheet the format is not good, the text is all sequencial without breaks. i have tried formatting the text box in the zap but it does not work   last

7
nicksimard
3 years ago
P
prin4700New
asked in How Do I

Append Text to Top of Google Doc

I’m trying to append text to the top of a Google Document instead of the bottom of the document.  Is there a way to do this now? 

2
christina.d
2 years ago
A
anewmannNew
asked in How Do I

Trouble connecting Harvest and Wave Accounting

I am trying to connect Harvest to Wave Accounting. I use Harvest for time tracking and create my invoices there. Then I want to push then to Wave as my accounting package and use for my books.   I keep getting this error: Got 500 calling POST https://api.waveapps.com/businesses/a0abb35f-6f28-49ec-a304-856a61f681df/invoices/, expected 2xx.   I have not been able to identify what the cause or area to fix is. Any help would be great    

1
ikbelkirasan
4 years ago
T
Tezza1976Beginner
asked in How Do I

New Paid Order in Shopify - how to retrieve the product cost

Hi, I have created a Zap that sends an email to a supplier when a new paid order is created in shopify, I have created the email with all details apart from cost from the supplier, the cost is shown in the shopify listing, how do i pull the cost into the email to the supplier please? Sorry, new to this

5
SamB
Community Manager
2 years ago
SVBC
SVBCBeginner
asked in How Do I

How to reuse data from Zap History to debug a Zap?

When a Zap runs into an error it is great to see it but I'd really like to be able to take that error and turn it into a test instance and walk thru my zap step by step with the exact data that created the error to start. I do not want to blindly replay but want to go thru my zap like I was editing it to see the data at each stop before I manually go to the next. Is this possible? It is super tedious editing a zap and hoping that I can find and pick the data to use when testing it when just editing. I'd like to go from the failed zap back into the editor and pull along the errored out zap data as my test data. Is that possible or could this be added as a new feature? Basically I want to replay in "slow mo" then re-replay after I've fixed a possible error with the same data to see if the fix worked or not.In my case I’m working with Eventbrite into Salesforce but this is a general question regardless. It is very tedious to recreate everything in Eventbrite to retest something (piece of

2
SVBC
2 years ago
M
mrjcleaverTinkerer
asked in How Do I

How can I tell which of my Zaps are shared?

I need to understand everything I built that is shared outside if my account. Both listed and unlisted.I’m interested in saving templates that I can re-use. I need to understand if these are being made available more broadly.

8
M
3 years ago
D
devguru39Beginner
asked in Code & Webhooks

Handling Multiple Actions / Updates

So we have an interesting situation - trying to update our CRM (PipeDrive) to sync with ActiveCampaign (for marketing).Basically, we need to do the following:Find/Update Customer (by email) Find/Update Company (by Name) Find/Update Deal (by deal name)We can use a path for the first step (i.e. if customer found, update, otherwise create new) but with the limitation of only being able to use one “path” has anyone figured out how to handle this?  And since each item needs the previous (i.e. company needs a customer and Deal needs a company and customer), I can’t run these as separate zaps.What we really need is a way to daisy chain zaps!

6
D
3 years ago
A
Anonymous
asked in How Do I

Bulk update of e-mail addresses in Mailchimp

I wonder if someone can help me with building this zap. Some of my subscribers want to change their e-mail addresses, and we have a specific department handling all the calls for these. Instead of manually updating the users, I want to create a Zap that finds the original e-mail address listed in Mailchimp, and update it with the new e-mail address.  However, it seems difficult to do this as the platform assumes everyone updates their e-mail addresses themselves (I can only dream!)

2
Danvers
3 years ago
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