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25642 Topics

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S

ShaneBeginner

asked in How Do I

How do I update the "Date Removed" custom field in Salesforce to today's date using Zapier?

In the salesforce step of the zap, I have a custom field which removes customers from a specific program we have. The default options are True/False. When a customer opts out of our program, a google sheet is udpated which triggers the zap to change a specifict field in the customers SalesForce record to False. We have another custom field in the same record which is “date removed”. I would like the field to update to todays date or in other words, the date the zap ran and changed the custom field to False. Currently, my only options are to pick from values in previous actions in the zap and none of those provide dates.

1

9 months ago

vprasvNew

asked in How Do I

How do I keep track of new leads from Facebook Lead Ads for recurring weekly Zoom meetings?

I would be having recurring weekly zoom meetings. I would be running FB Lead Ads. The ad is expected to run continuosly. Leads from the ads are zapped as a new registrant in a meeting. As the meeting date ends, do the leads get added into new registrant in next meeting ? Appreciate the clarification in advance.

1

9 months ago

ArninaBeginner

asked in Troubleshooting

Zapier to ChatGPT Zap isn't using GPT-4, and responses are inconsistent.

Hi,I’ve created a ‘FB Messenger’ trigger to ‘Conversation with ChatGPT’ zap. I have chosen GPT-4 as a model, however, I do not believe GPT-4 is being used.Here is the Zap model I chose: Here is the GPT’s response when I ask it what model it is using In addition, I am finding that the quality of reponses vary greatly - it sometimes responds according to my prompt, but often it does not. Can you please help? Best,Arnina

5

9 months ago

kiriNew

asked in How Do I

How to update multiple Google Sheets row with a single value?

I’m trying to use the Google Sheets - Update Spreadsheet Row(s) action - from a previous action I have the Row Numbers that I want to update, but I want to have the same information filled into those rows, and that information isn’t in line item format. So I have single values here: But multiple values here: So only the first row is getting data. Is there a way to repeat the same data for all rows, without them being line items? Alternatively, is there a way using Formatter-Utilities or another tool to make these single values into line items? Thanks!

MarshallBeginner

How to adjust the SRT format for OpenAI Whisper transcriptions to have a maximum of 8 characters per line using Zapier?

Is it possible to adjust the format I am given SRT file from an OpenAI Whisper transcription. The translation is fine, but I need the output (SRT) to have a maximum of 8 characters per line and asking for this in the prompt doesn't seem to have any effect. The zap looks like this: 1. New file in G Drive (audio, under 25mb)2. Create Transcription in OpenAI (SRT format)3. Would love to export this SRT file but I need the character limit added. Thanks so much, really stuck on this

4

9 months ago

Sign Language CenterNew

asked in How Do I

How do I automate the Zoom link for each recurring class I set up on Thryv CRM on my Zap?

Can I zap automated Zoom link for each recurring class I set up on THRYV CRM?

1

9 months ago

MommaBoyleNew

asked in How Do I

How to schedule random file upload from Google Drive to multiple social media platforms?

I am trying to set up a work flow that would be a consistent scheduled time to pull from google drive a random file to up load to social media platform. Also am I able to continue the same work flow to upload to multiple platforms or do I need to repeat for each platform.

How to use email address to find a company in Cognito Forms to Connectwise?

i’m using cognito forms and working to setup a form to ticket zap. when connecting the zap, i do not seem to be able to search the company by the email address. has anyone setup this solution and been able to use email to find the company? if the customer doesn’t enter the company name on the form exactly as its in Connectwise then it won’t find the company. email is the one common link but there is no option to utilize that for company search.

5

9 months ago

maramiNew

asked in Troubleshooting

Unable to connect to a CRM and Facebook Lead Ads when using Zapier.

i was connected to Zapier and fakebook leads , but i cannot connect CRM to Zapier and fakebook leads form.

1

9 months ago

Jeff KubiatowiczBeginner

asked in How Do I

How do I add data to additional columns in a Microsoft SharePoint list item using Zapier?

When using the “Create List Item in Microsoft SharePoint” action, only the “Title” column appears to be available. This would mean that in order to fully populate the list item with additional column data, I need to follow it with a run of the “Update List Item in Microsoft SharePoint” action using the ID from the initial action as the key. Is that really how this is supposed to work or am I misunderstanding something? It seems inefficient having to run two actions like that.Only the Title column is available in the “Create List Item in Microsoft SharePoint” action. A second call of the “Update List Item in Microsoft SharePoint” action is required to add data to the additional columns?

6

8 months ago

SanteriBeginner

asked in Troubleshooting

QuickBooks trigger update invoice deletes latest changes.

I want to add items from multiple sources to QuickBooks and send the invoice weekly. I’m able to create the first line-items in QuickBooks, but when I add the next items using update invoice trigger it deletes the items that were in the invoice before. I have a workaround planned but just wanted to know if this is really how it works.

3

9 months ago

beggitBeginner

asked in How Do I

How to create a Zap to automate creating and updating Google Sheets rows for Stripe subscriptions?

Good morning, I’m new and i’m having some questions for managing subscription in stripe. I use payment links to charge themI need a zap to create a google sheet row when a subscription is created - pretty easy but I have a question, at the end of the first period what happens? Do I get a second row with updated dates? Or nothing changes? (I need to pass the product id of the stripe product as well since I’m using it to other purposes, which is the correspondent stripe field?) I need a second zap that when the paying cycle is renewed/fails to be renewed I need to update the row of that customer I need a third zap that when a customer delete the subscription his row is updated at the end of the current billing cycle (better alternative) or deleted (if nothing else is possible)I hope someone could help me out, I have seen that there are integrations available but I want to be sure to make everything correct

1

9 months ago

chelzchanBeginner

asked in How Do I

Automating Jotform new form data into SharePoint List/Microsoft List

Hi Team, Is it possible for Zapier to intergrate into SharePoint using Jotform data? The issue we are facing is we have a PowerApp interface that utilises data from a SharePoint List with customer data requried for safety checks. The business uses Jotform to record customer data and then manually inputs it into the SharePoint List and we were wondering if it is possible to automate this so that when data is inputted into Jotform, it automatically populates into the SharePoint List? ThanksChelz

1

9 months ago

j_makolNew

asked in Code & Webhooks

Data being passed to bubble with \n is breaking subsequent JSON call

I am forwarding emails to my bubble database and then running into issues using that data in subsequent API calls. It looks like the data from Zapier is passed with a bunch of \n in it. I attached an example of the JSON call being sent from the application. Is there a way to clean up the text from Zapier prior to sending to bubble? I’ve tried using the “remove html tags” in the formatter, but that doesn’t seem to remove the \n’s. Any help or ideas would be greatly appreciated.

2

9 months ago

elankaNew

asked in How Do I

QUESTION: ASANA to Google Spreadsheets - how to pick the right Asana account?

I am trying to create Zapier from ASANA to Google Spreadsheets (New Task triggers a New Row and Update task).The problem is that it keeps picking the wrong Asana, not under my domain. I am under a few Asanas, but I don’t see an option to pick the right Asana under my email.When I click on “Connect a new account” - it keeps connecting to the Asana under a wrong domain.

1

9 months ago

ThomasPoppBeginner

asked in Troubleshooting

The image URL thumbnail preview isn't showing even though my Zap is completed and tested.

1

9 months ago

Norm77New

asked in How Do I

How do I create a new WordPress category for a new user with Zapier?

I understand from Zapier’s AI that it does have the capability to create a new category in Wordpress. I don’t see that as a basic feature though. I’m trying to create a category for a new user added in WP with their UserID. Then, I’ll create post(s) with Zapier. The post part, I’ve done. But to existing categories. Any suggestions on how to get zapier to trigger when a new WP user is added, and then to create a new category in WP with that userID… would be appreciated!

1

9 months ago

aerowsphereNew

asked in Code & Webhooks

Using a webhook to pull very specific data into a Google Sheet

Been with support on this for a while now - Zapier isn't much help. Basic idea of the problem is that I need to pull new cancellations from customers but the data that is pulled via the webhook does not contain the customer name or email in association with the cancellation request. The product name is also hard to find.So I can add "customer. Updated" to the list of events to watch for, but it creates two separate rows in the webhook. I am not able to pull data from one result and concatenate it with the other cancellation result.So how do I do this?Created a webhook to pull customer.subscription.deleted and customer. Updated and it creates separate rows for each when doing the Test.I can't grab both and export what I want in Google Sheets.I then tried using Zapier code and doing it via Python:import stripestripe.api_key = "HAVEAPIKEYPUTINHEREBUTLEAVINGITOUT"def get_customer_info(): subscriptions = stripe.Subscription.list() for subscription in subscriptions: if subscription.status ==

1

9 months ago

prosperopsNew

asked in How Do I

How can I validate website URLs along with email addresses for lead filtering in CRM?

Hello Zapier community!We have a Zap that validates email addresses for deliverability, on form submit, via Emailable.Wondering if there’s a service similar to Emailable that checks the validity of websites and URLs… Use case being, when a new lead enters our CRM, we want to validate both the email address (e.g., myname@gmail.com) and company domain (e.g., company.com) to filter out junk before those leads are assigned to Sales. Has anyone run into this use case before? How are you solving this?

3

9 months ago

I

ironwerxBeginner

asked in Troubleshooting

Error updating Notion events to Microsoft Outlook calendar. Does it require paid Notion version to update events?

I have a Notion account where I log tasks and events. Notion is connected to Outlook. If I create an event in Notion, the event is zapped to the Outlook calendar. If I update an event on Notion, Zapier throws an error and I get an email message sent to me.My question is, do I have to have the paid version of Notion to create a zap to update events? Thank you.

6

7 months ago

KSMBeginner

asked in Troubleshooting

Youtube "No new video found"

On my “New video in Youtube” trigger, I cannot get it to find my videos.I know I’m connected to the right account and channel. I know there are public videos in the channel.For the “Username” I’ve tried everything. Account ID, Channel, ID, login email, public @ name. Nothing will find any videos on the trigger test.All the old threads I can find on this are from years ago, and it looks and sounds different to what I’m seeing now.

3

9 months ago

ArturoBeginner

asked in Code & Webhooks

Is it possible to dynamically change Amazon S3 key name in my Zap?

Is it possible to change the S3 key dynamically based on maybe another step previously used in zapier? I’m using in the previous step a Catch Hook, and I would like to take some input from that step and reuse it as the key for S3

6

9 months ago

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