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25623 Topics

Rom
RomNew
asked in How Do I

How can i get in Monday Item ID Values with the item Name only ?

Hola Amigos,Im trying to automate a process with Zapier, in order to do so, i need to get the Data of a spasific colum in my monday board.the Item changes evreytime.For example i need to get the address in the “Email” coloum of an Item (the item are Client names like - Alex).the first step of my automation uses Prospero, when ever i publish an offer, the zap will take the data from Prospero, but i need it also to take data from my Monday Board (as im useing to for CRM)so what im trying to do is get Alxes Email address and send him a mail with all the offer details.when im setting the automation up there is a “Item ID” Section which tells the name of my clients and an ID under there name, how can i get the ID as a dynamic value that fits the name (in this case - Alex)thanks in advnce for the help.

1
Troy Tessalone
9 months ago
AmazingMiki
AmazingMikiBeginner
asked in Troubleshooting

Google Calendar error: The app returned "The specified time range is empty.".

I’m trying to duplicate all events in google cal (existing, future, created and invited ones)Such that the duplications start date is -14 hours beforeSo in the ZAP Action, under field named “Start Date & Time”I tried (according to instructions here: https://help.zapier.com/hc/en-us/articles/8496307860109 )to use “`Start Time Pretty`-14h”but it just gives me the error:“”“The app returned "The specified time range is empty.".”””I tried to use “`Event Begins Pretty`-14h”and it duplicated successfully however it completely ignored the -14h part so the destination event remained on the same date instead of having it -14h before.How do I resolve this?

15
SamB
Community Manager
9 months ago
B
blueguyBeginner
asked in Troubleshooting

Failed to create a copy file in Google Drive: The app returned "Error 404 (Not Found)!!1"

My flow is this…put a file in Box (the trigger) Move or copy file to a folder in Google DriveAs there seems to be issues with moving files put into a shared drive with Google Drive, I thought we could approach this problem by putting the folders into Box first then have them moved to a Google Drive.I am using the file ID but this step does not recognize the file I get an error message; it seems fairly simple but I guess I was wrong! Thanks gml

11
SamB
Community Manager
9 months ago
sysadmin_BT
sysadmin_BTBeginner
asked in How Do I

Is it possible to automatically assign a subscription once a certain "priceid" is checkout on Stripe?

Hello, Is it possible to automatically assign a subscription once a certain price_id was checkout on Stripe? I tried executing a zap but it only allowed me to use the FIND SUBSCRIPTION after the CHECKOUT SESSION in STRIPE. Context: The plan is when a user checkout a certain price_id, it will be assigned an existing subscription that has a longer trial days.  I appreciate all the help. Cheers! Thank you.

6
SamB
Community Manager
9 months ago
gakartes
gakartesBeginner
asked in Troubleshooting

ServiceTitan error: The app returned "A booking with AgentTagId xxxx and ExternalId xxx already exists"

I have tried everything, and keep running into this error. No other apps connected with Zaps are having issues. I am attempting to connect Gravity forms from my website to Service Titan. When someone submits a form, it should create a new booking. Unfortunately it is stating that each booking needs a unique Booking Provider ID and External ID. I have never run into this with other apps.  Failed to create a booking in ServiceTitanThe app returned "A booking with AgentTagId 183543231 and ExternalId 651c7ae2-c923-417c-ad78-4fe4ba46707e already exists".

11
SamB
Community Manager
9 months ago
EForm80
EForm80Beginner
asked in How Do I

Automate incoming Emails from Hostaway (App) to Google Calendar for Airbnb Cleanings

Every time a cleaning is set up an email is sent to my company.  The owner doesn’t want to give us full access to Hostaway, the scheduling app so I’m trying to automate the incoming emails with all the scheduling information to my google calendar for employee assignment.Email Body 

4
rachael.silvano
9 months ago
TaraThomasNow
TaraThomasNowNew
asked in Troubleshooting

What is the difference between the currently available GA4 Actions for Acuity Scheduling?

Thanks in advance for your patience, I’m not new to Zapier but I’m a sh*tshow in GA4 😅 What I want to do:Register a particular type of appointment booked via Acuity Scheduling as a successful conversion in Google Analytics 4 every time it happens. I’m 100% cool with the Acuity part of the Zap. What I’m confused about:There are 4 currently available actions for GA4;Create Conversion Event for a Property Create Measurement Find Conversion Run Report for a PropertyI don’t know what each of these does, and I am not clear which of these actions will register in GA4 that my conversion goal has been completed. What I have tried;I have set up a Zap that used the first action “Create Conversion Event for a Property” which did what the label says. I can now see that listed in my GA4 conversion events and it is ‘turned on’ to mark as a conversion. It seems like that Zap was just to set up the event type, but not as an ongoing trigger for future bookings to register as conversions. My Questions;W

1
SamB
Community Manager
9 months ago
PeterREV
PeterREVNew
asked in How Do I

How do I use Zapier to send an SMS reminder with a payment link after 10 days of invoice creation in Xero?

Hi there,I am looking at Zapier as a possible automation tool for our Accounting clients.What we want to do is as follows:When a new Sales Invoice is created in XeroDelay by 10 days (easy)After the 10 days use Twilio SMS to send an SMS reminder and payment link.This is where it gets tricky as we want to grab the sms number to text from the invoice we created in Xero and then we want to send the specific Xero payment link.Is this achieveable with Xero, Zapier and Twilio SMS

3
ken.a
9 months ago
DanielTPC
DanielTPCBeginner
asked in Troubleshooting

Failed to create a send message from page in Facebook Messenger: You can only send an automatic message within 24 hours.

I’m trying to integrate ChatGPT and FB Messenger for my business page and when it comes to the final test, I am getting the following message:  How do I resolve this issue?ThanksDaniel

6
SamB
Community Manager
9 months ago
globexweb
globexwebNew
asked in How Do I

Automating Clients Onboarding & Business Workflow

Hello Everyone,This is my first post in this community.Can anyone tell me please what’s the best solutions for clients onboarding, clients management and business workflow for a SEO & Links building Agency?I will be very thankful for sharing useful information with me.Regards

1
SamB
Community Manager
9 months ago
vladoliinyk
vladoliinykNew
asked in How Do I

Difference between "OPEN AI" and "Conversation in ChatGPT"

So, what is the difference between “OPEN AI” action with “send prompt” Event: And “Conversation in ChatGPT” action with “Conversation” event: ?

7
ken.a
9 months ago
W
Wellow123Beginner
asked in Troubleshooting

Stripe error: The app returned "This customer has no attached payment source or default payment method.

Hello Everyone ! I have a zap that triggers the Stripe create subscription (legacy) every 1st of the month. The client already exist in Stripe before the zap, and already made a first payment, so i have their card info. I do a search to find the client by their cus_ID, and create the subscription.  It worked but I now have this error “The app returned "This customer has no attached payment source or default payment method. Please consider adding a default payment method. For more information, visit https://stripe.com/docs/billing/subscriptions/payme...".  I can’t seem to find a way to l use their card, or to set it up as default payment method. I did the setup manually, I went into stripe and set a client’s card as default payments method, and ran the zap, which was successful.  But how can I make my zap work?  Thanks everyone!

3
ken.a
9 months ago
seanxyue
seanxyueBeginner
asked in Troubleshooting

Can't find the "Status" Selection in both Trigger and Action

What I want to Achieve:When the Status is changed to “Graphic Design” in Notion, ONLY THEN do I want it to be added to Trello.  Notion Status My Action Selections for Trello. Nothing indicated Status in NotionHere is the Notion trigger I am using! 

3
ken.a
9 months ago
smccms
smccmsBeginner
asked in Troubleshooting

Why is Zapier transferring HTML instead of plain text from Outlook email body to Smartsheet?

Hi All,I’m relatively new to using Zapier. I’d like to automate cataloging emails received from an outlook inbox to a Smartsheet. I’ve successfully connected the two apps and it’s working pretty well- the issue that I’m having is with the body of the email. The Zapier pulls over the HTML code to the Smartsheet, rather than just the plain text. Currently I can pull over a “body preview” and that is working well, but the problem is not the entire message is transferred.  I’ve tried using the Zapier template and having emails forwarded to the Zapier email address. That didn’t work because columns such as the original sender are then changed.  Are there settings in my outlook that should be changed in order for the body text to be transferred? Any other recommendations to solve this?  Thank you,

4
ken.a
9 months ago
MrCreosote
MrCreosoteBeginner
asked in Troubleshooting

Google Sheets trigger stopped working out of the blue

I have a zap that is triggered when a new line is added to a google sheet.It then- sends an email- creates a task in Tookan- creates a calendar eventIt stopped triggering around 0700 this morning for no apparent reason. The triggering spreadsheet has not changed. Only I have access to edit it other than the records that are entered from a web form.29 records have been added since that time, but they are not triggering the zap.The zap history does not show any holds or errors. I turned the zap on and off and tested it step by step and it seems to be fine in test mode.We have other zaps working from google sheets just fine using the same google account and zapier account. any idea what could cause this?

7
ken.a
9 months ago
Fred Charris
Fred CharrisNew
posted in How Do I

How many tasks on average are used per Zap?

👋 I’m looking into getting a larger budget for Zapier at my company but I need to estimate usage. Just curious, how many tasks do you user per zap? Like, what’s the average?At the moment, I’m using 1-2 -- but I’m concerned as I dig in more, I’ll use more tasks per zap. If you don’t mind sharing add the typical number of tasks per zap in thread or DM me.TIA!

1
SamB
Community Manager
9 months ago
J
jenras3034Beginner
asked in How Do I

How to reconnect Microsoft Excel account to a different account after removing existing connections?

I have removed all the connections to Excel because I want to connect to a different account.  It still automatically connects to the account I am trying to get rid of.  Any suggestions?

3
ken.a
9 months ago
MattTas
MattTasNew
asked in Troubleshooting

Can't turn on Zap - Zap is incomplete and can't be turned on

An existing zap which always used to work normally for us has started to give an error when turning it on. The error says “Zap is incomplete and can't be turned on”.The zap look complete to me and has worked in this version for a long time. The only new thing has been that I tried adding a new step in draft and later deleted that step. But never published it.

4
ken.a
9 months ago
Daryll
DaryllNew
asked in Troubleshooting

I can not connect the Bitrix24 account

I'm trying to connect my bitrix but it's not working. The waiting sign is taking too long. i followed all of the steps, my Bitrix is commercial and i’m admin, still not working. 

1
Troy Tessalone
9 months ago
OpsEAM
OpsEAMNew
asked in How Do I

How can I avoid creating duplicate bills in Xero during Looping?

I've seen this post:Getting rid of no data/item line from Xero | Zapier CommunityThis method works and deletes empty lines but I end up creating a new bill for each item as it loops through, with all items on each bill created. I can't move the final step of creating the bill off the loop - help!

1
Troy Tessalone
9 months ago
Robert B
Robert BBeginner
asked in How Do I

How do I map and format custom lead form data from website to Follow Up Boss?

Hi Everyone, First off sorry if my lack of knowledge in this area is lacking but I am struggling a bit. I am trying to pull data from a website lead form and unfortunately, the website provider only provides basic fields, like First Name, Last Name, Email Address and Phone Number. My custom lead form contains several other fields and those are being populated into a Notes section.See attached Notes.PDFI’ve tried everything from using the formatter twice, once to change the (|) pipe to a comma and then using the formatter outputting the data to CSV format, but that doesn’t work correctly unless I use Text File (No CSV Parsing).Basically I need to be able to get this data into a format where I can then map fields and send the data to Followupboss. The website developer is aware of the problem, but I need to get this working otherwise any data has to be manually entered.I hope someone can help me understand what the issue is. Thanks for your assistance,Robert

2
Robert B
9 months ago
yasoja
yasojaBeginner
asked in Troubleshooting

Can't create a Salesforce Campaign (insufficient access rights on cross-reference id)

Hello,I can create Contact objects, CampaignMembers etc.  But Campaigns never work.  I’ve filled out all the required fields Name, Type, RecordType, Status etc.I verified via SOQL I have the correct RecordType by testing with an existing campaign like:Select Id, Name, Type, RecordType.Name from Campaign where Id='701EX0000009ar0YAA'The Salesforce User I’m using is a SysAdmin.  I can create campaigns as that User directly in Salesforce.  I can add CampaignMembers to existing Campaigns via Zaps as well.Keep seeing this rather generic error:Any help much appreciated. PS: I looked at a similar previous post but none of the suggestions apply to my scenario (not attempting any assignments, portal/experience cloud users not involved etc): 

12
Troy Tessalone
9 months ago
GeorgiM
GeorgiMBeginner
asked in Code & Webhooks

Exit a zap through a Code by Zapier step

Hi, I’m looking at some custom logic with a Code by Zapier step, and it would be convenient if under certain expected conditions, I can just terminate the Zap. I know I can return a value that can then be used in a Filter step but that just seems like an overkill. I’ve tried returning `null` (using the Javascript actions) and `process.exit(0)` but both of these result in a Zap error. Has anyone found a way to do this more gracefully without a Filter step?  

4
Troy Tessalone
9 months ago
cashion
cashionBeginner
asked in Code & Webhooks

Formatter Chunking for AI prompt not feeding into next step for Looping

I have a Zap to summarize Gong Call Transcripts through OpenAI. I am using the ‘Split Text into Chunks for AI Prompts (beta)’ in Formatter to chunk the transcripts into a size that fits the OpenAI token limit. I can see in the Formatter Results that it is successfully ‘chunking’. However in the subsequent ‘Looping’ step, the ‘Output Chunks Chunk’ from the Formatter step is not being delivered as a ‘Chunk’, it is still the entire transcription. As a result I am not able to run the Flow into OpenAI as the prompt exceeds the token limit. What am I doing wrong? See screenshots below for the current setting of the ‘Formatter’, and the ‘Looper’ step next. I am trying to follow the Zapier-provided template for OpenAI chunking of large form text.Formatter screenshot:Split Text into Chunks for API Prompts in the Test is successfully outputting in line-itemsLooper Screenshot: Any/all next steps are not recognizing the line-item breaks from the formatter step 

11
Troy Tessalone
9 months ago
Roberto Patrón
Roberto PatrónNew
asked in How Do I

How do I automate Zcal and Stripe integration to accept payments in my currency?

Hello!I am facing an issue while attempting to establish a connection between Zcal and Stripe. I am aware that it's possible to utilize the integration provided by Zcal to accept payments. However, my concern is that the value is not being expressed in my currency, and Zcal adds a fee to process payments. Therefore, I am seeking a method to automate the process: when a user successfully creates a new event on the calendar, they should be directed to the Stripe checkout page, with a conditional path in place.If the user completes the payment successfully, the event should proceed as planned. If the payment is not successful, the event created on the calendar should be canceled.Do you have any ideas on how I can create an automation to achieve this, please?

2
Troy Tessalone
9 months ago
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