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asked in How Do I

How can Zapier automations improve efficiency in a Lead Generation agency?

Hello Zapier Community,I run a Lead Generation Agency, and I'm looking for ways to enhance our efficiency using Zapier. What are some effective Zaps or automation workflows you've set up to streamline lead collection, nurturing, and follow-up processes? I'm particularly interested in automating tasks like syncing leads across platforms, sending personalized emails, and tracking lead engagement.Any tips or success stories would be greatly appreciated!Thanks in advance!

asked in Troubleshooting

OneDrive API Issue: "The request is missing a valid API key"

I’ve been trying to create a zap where a file uploaded to a Google Drive will be copied to a shared file in OneDrive, but I keep encountering the same API error message no matter how I configure it. I have re-authenticated OneDrive and r-checked the step configuration. I still get the same error message, after following the trouble-shooting steps. Here is the OneDrive configuration: And here is the Google Drive step, in case that’s relevant: Please help, I’ve been struggling to troubleshoot this problem for weeks.

asked in How Do I

Zap to automating adding users to groups when changing their OUs in Google workspace

how can i create a ZAP that will automate this proccess : i want when i move any user in my google workspace admin to a specific OU then this user will be added to specific group mail , for Example : when i put --Email address 1 removed-- to OU called “Egypt Employees” , then --Email address 1 removed-- will be added to --Email address 2 removed-- group mail. i tried to create many zaps that seems to be right , but unfortunately it doesn’t work for me.so any help ? This post has been edited by a moderator to remove personal information. @meissa90 - Please remember that this is a public forum and to remove any sensitive information prior to posting.

kyletheapplianceguyBeginner

asked in How Do I

Chat with assistant

I’m building a zap that allows specific people to text a number to lookup job codes in our pricebook. I’ve built everything on chatgpt using gpt4o and added items for the chats memory. It works flawlessly there. When I try to re-create it using an openai assistant, it’s not even close to how it runs on chatgpt. How can I set this up so it runs just like it would in chatgpt?

asked in Troubleshooting

Failing to create contact in constant contact

I have a “Create contact” step in my zap. TEsting it with valid valuesIt fails with this error:Failed to create a contact in Constant ContactEmail address is invalid or has been flagged by compliance. Contact a deliverability specialist at Constant Contact.

asked in How Do I

New Square transaction should find a match in QBO Products/Services

Our non-profit runs a food bank and a thrift store. So, we have multiple sources of income. QBO is our bookkeeping software choice. For IRS reporting purposes, we aim to separate our activities (food bank vs. thrift store) using QB classes. We use Square to accept payments at the thrift store, and also donations at food bank distributions. The way we aim to separate the sales and donations is using Square Locations. A Square location posts its own separate deposit to the bank, making it easy to distinguish. At this moment, we are using the app developed by Intuit to sync between Square and QBO. The app works by finding a match for each Square item to a Product/Service in QBO. The approach is great, but the app is very buggy and has no support by Intuit. So, we are looking to switch to a 3rd party integration service such as Zapier. However, I am not seeing a good match in current Zaps.

kelly edwardsNew

asked in Troubleshooting

Big Cartel error: Unable to pull carts, please reload the page. Error code: Error while retrieving: The app returned 403.

Hello, I'm new to Zapier. I have linked my Big Cartel & Klaviyo accounts to Zapier in the attempt to make a Zap when someone abandoneds a cart. However the error received in Zaper is:Unable to pull carts, please reload the page. Error code: Error while retrieving: The app returned 403.Any advise on this one?I'm also aware Big Cartel have a new Abandoned Cart feature on their highest paying plan, however this throws my small business budget right out.Cheers Kelly

posted in How Do I

Am new here. Help me find a few Zaps please

Am new here. What Zaps are here to help with the following please:Automate customer service, draft emails, create content.helps me generate blog posts and social media content.Automate workflows like transferring data between apps or updating spreadsheets.Thanks a million

weckerBeginner

asked in Code & Webhooks

How to create a file with non-standard encoding (wp1252) ?

I need to create a file with wp1252 encoding out of a string that I generate in my Zap and then save it in google drive. However, when I convert the string with Python into the correct encoding, Zapier can’t work with it as return value and wants my Python code to output an utf-8 encoded string. Apparently I also can’t create a temporary file with Python and access it in the next step (or at least I couldn’t figure out how, even with the Zapier documentation and the built-in AI chatbot).Does anyone have an idea of how I can achieve my goal of creating a wp1252 encoded file with Zapier and then save it in google drive?Thanks in advance!!

idrNew

asked in Troubleshooting

Zapier Error to connect to OpenAI APIs

When i create an OpenAI API key athttps://platform.openai.com/settings/profile?tab=api-keysand try to use it to connect it to zapier, i get the following error:Would you please be so kind to help me fix this issue?

anafasiaBeginner

asked in How Do I

How do I identify the app for automated blog-to-Instagram posts for account access recovery?

I have an instragram account. there’s an app that is posting there all entries from my blog. this was set up by me. by I can’t remember the app and the account I used -zapier, buffer, IFTT?-.from an automated entry posted on my instagram account is it possible to track who is sending it for regaining access to it?thanks in advance for your help.

asked in Troubleshooting

Request for Company Property Update Action in HubSpot via Rocket Reach

Hi Zapier Community,I'm currently using the Rocket Reach integration in Zapier, and I noticed that the available actions only include searching for or creating a contact. However, there is no option to search for or update company properties in HubSpot using data from Rocket Reach.My use case involves needing to search for a company, check its information, and then update the corresponding company properties in HubSpot. Is there a way to add this functionality, or are there any workarounds to achieve this?Thank you for your help!

asked in How Do I

Zapier and Gmail

Hello everyone! I am using zapier to send automated emails. I have encountered a problem: every time I make an edit and publish, an email is sent to those involved not respecting the automated time entered. Can this be avoided?

Sigurdur130Beginner

asked in How Do I

Angle brackets appear around link from Airtable. Why on earth?

Main question: Why does the link appear with <angle brackets> around it? And how can I stop it doing that?The trigger is Airtable: When a record enters a view. The record has a long text field, which includes a link. Something like “Hey everybody, come to this thing! Here’s the Facebook event link: https://www.facebook.com/events/bunchanumbers”. Definitely 100% no <angle brackets> in the Airtable record (see screenshot).No angle brackets to be seen around that link.Yet somehow his long text field comes into Zapier <with angle brackets around the link>. Out of the blue, <> around the link.The <> appears in the Facebook and Instagram posts the next actions make, which isn’t catastrophic, but it feels a bit awkward and unprofessional.<So why the angle brackets? Any clues?>

asked in How Do I

Create Multiple Triggers / 'Multiple Form Submissions' and gather the data from both forms

Hello Zap Community,I’m currently developing a report for a project, which consists of two main parts:1. Customer Form: A Fillout form is completed by the customer.2. Company Review: The submitted data and photos are then manually reviewed by the company. During this step, comments or additional information are added. This could be done by attaching a second form, but it could also be managed via a spreadsheet or another tool, depending on what works best.Once the company adds its input, we need to pull the data from both the customer’s original form and the company’s additional data in order to proceed with the Zap.Initially, I planned to create two Fillout forms, but I realized I can only activate one trigger, which prevents me from pulling both forms. Ideally, the workflow would go as follows:1. The customer fills out the first form.2. The company reviews and adds any necessary comment in a second form. A filter needs to be added since it only needs to continue if the second form is

asked in Troubleshooting

Adding multiple attachments to Outlook email from OneDrive, using Plumsail form results to generate the file name.

Here’s how my Zap is set up:Plumsail Forms is the Trigger. The form has a number of multiple choice questions. Not all questions are required so some may be left blank. The answer to each question is the name of a csv file without the file type, stored on OneDrive. In my Zap, I have multiple OneDrive Find File steps, each pointing to one of the multiple choice questions on my form. Finally, the outlook email attaches the file for each OneDrive Find File result.Here’s my problem:When all multiple choice questions on the form are answered, the zap runs correctly, except sometimes it attaches incorrect (but similarly named) files. However, if someone leaves a multiple choice question blank, the OneDrive Find File step tied to that question errors with the following message “This OneDrive step hit an errorError message: Required field "name" (name) is missing.”How can I fix my zap to skip the OneDrive step if no answer if found, and how can I ensure that it grabs the file with the same nam

FranciscoIEBSANew

asked in Troubleshooting

Error when Updating Google Sheets from Zapier Central

Hello! I'm just starting to use Zapier Central, and I'm really excited about it—it’s such a great tool!However, I'm encountering some issues when I ask Central to update values in Google Sheets.Attached is an example: I asked Central to update the stock quantity of the Printer (ID 12). The current stock is 400, and I told Central that 200 had been sold, so it should update the quantity on the sheet. But in cell E13, instead of updating to "200", it wrote "Stock - 200". Additionally, I also requested it to update the date and time of the last update, and it did write something similar as my prompt in cell B13. My prompts were in Spanish.Could anyone help me figure this out? Could it be an issue with the language (Spanish), the sync timing, incorrect prompting, a configuration issue, or is it simply because Central is still in beta and under development?I really appreciate your time and support.

asked in How Do I

How do I pull specific data out of Service Titan?

Hello- I’m new to Zapier and am trying to set up my Zap Tasks for when an new appointment is booked but the information the system is showing me isn’t what I’m looking for. These are the only options:I’m looking for : Customer Name, Location Address, Location ID, Job Type, Notes, Etc. Any other information you’ve found helpful in using Zapier as the go between for Service Titan & Slack. Thanks

asked in How Do I

Where did Shopify Price go?

I tried both creating a shopify product and updating a product and I do not see a way to set the price on a product anywhere. Why? Only if I create a variant do I get price options per variant.But for products with no variants, how do you set the price?I searched through the community forum and found a screenshot that shows that 3 months ago, there was a price field in the update product zap, but now it is gone.

asked in Troubleshooting

Unable to pull New Wix Forms, only works the Old Wix Forms

Hello, I am trying to pull data from the New Wix Forms to PipeDrive.But Zapier only enable me to pull data from the Old Wix Froms.You can see below the forms I can chose data from in green, and the forms I cannot pull data from in red. Can you help me to solve it?Thanks.

asked in Troubleshooting

Problems with phantombuster and airtable - all the entries are being meshed into one field. Please help!

So I’m integrating a connection request automation to airtable and all my entries are being meshed into one field (all names are being enetered in one row). I tried a formatter to split the data delimited by commas but still no luck. Here are some screenshots - look at the fields Name area : Any ideas? Thanks !

asked in How Do I

I want my Zap to send information to specific email addresses every time, but when I manually input my email addresses, it keeps defaulting to send to my Microsoft login email. Could you help me resolve this issue?

asked in How Do I

Mailflow automation - Receive - create respons - draft

Dear Community, I hope you can help. I am trying to create the following: 1. We receive an email in an iMap mail box. (Company mail box)2. Ideally we want this to be sent to a CustomGPT which is trained with our data to respond to the email. 3. After making the response the mail set-up made by ChatGPT is put as a draft response in the mail. The set-up with outlook does not seem to be a possibility because it is not an outlook mail address. We manage the mail address within Outlook 9iMap connection) from 1 account under which several mail addresses are managed. When connecting outlook it only takes this main mail address. Hope someone can help.

asked in How Do I

How to use "Find worksheet" with spreadsheet?

I want to find data in sheet and want to return ‘True’ if is in or ‘false’. In this case, I want to find data ‘01033658098’ number in ‘New 대시보드 V3’ sheets. But failed.. Why?

asked in Troubleshooting

Google sheet to klaviyo and postscript

hey, I have the template to transfer email and sms to postscript and klaviyo via zapier but the actions part is very confusing… I couldn’t get the postscript API to work (keeps reading error) and not sure what to put in the placeholders for klaviyo? my own email and information? Seems odd… can anyone help please and thanks so much!

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