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28072 Topics
V
Vic VuciNew
asked in How Do I
Has there been an update regarding Discord Forum integrations?

Its been ~2 years and now that many communities have switched to discord since and use Forums as their go-to place for Q&A, it feels as though there should have been a little information regarding the progress / problem at the moment. Is this an issue on Discord’s side? Is this an issue on Zapier’s side? Currently using solutions outside of zapier to achieve this...

1
Troy Tessalone
10 months ago
A
Anonymous
asked in Code & Webhooks
Automation to create new Google for Work, Okta, OneLogin, Microsoft 365 accounts

I want to automate the process of creating and managing new accounts for my employees. Ideally, I want to use Zapier to automatically create, update, and delete employee accounts when onboarding new employees. I have four options to consider: Okta, Microsoft 365, Google for Work, and OneLogin.Which of these options are supported by Zapier? Can I use only the Zapier API (not Zapier editor) to create the workflow for creating, updating, and deleting employee accounts for the apps mentioned above? Are there any existing documentation or blog posts that can help me get started? Thank you in advance.

3
Troy Tessalone
10 months ago
M
Mo.SolimanBeginner
asked in How Do I
How do I create a Zap to automatically share new Wordpress posts to a Facebook group?

Hi,I am new to Zapier. trying to create a Zap that triggers once a new post is published on my wordpress website. The Zap should then copy the contents of the page (text, image, video or any other material) or post a link to the wordpress new port on Facebook.When configurung the facebook group Step, I don’t find the option as which text to fetch. It’s always fiexed option (a specific page to post to fb). What I want is to post any new post and not a specific one. TIA

11
Troy Tessalone
10 months ago
E
ECL MarketingBeginner
asked in Troubleshooting
Zap isn't updating Custom Field for all matters in Clio

@Troy Tessalone Hi Troy, I am trying to create a Clio zap. This is the first part and I eventually hope to connect it will Tasks by Planner (Kanban).The purpose of this zap is to update a Clio Custom Field (Custom Field is called Matter Status) once a task in Clio is marked complete (Task is called Client Intake Completion).The issue I’m also having with Step 4 is that in the Action Section of the Zap it is asking to specify all the Required Custom fields (which corresponds to our Required Custom Field rules in Clio) but I want this Zap to apply to any matter with this task. How can this be accomplished? Thank you! Thanks!

4
Troy Tessalone
10 months ago
T
TwoWheelsBeginner
asked in How Do I
Adding image slides to a current Google Slides presentation

Is it possible to create a new slide with an image in a currently open (and running) presentation? I’d like to trigger the action by adding new images to a Google Drive Folder, and add those images to the current presentation as slides.  Ideally this would happen as the presentation is running. Does that make sense?  

4
Troy Tessalone
10 months ago
T
teamrevereBeginner
asked in Code & Webhooks
Webhooks with High Level

Hey! I’m trying to connect my Go High Level account to facebook groups to Add/Remove members from my private group based on their payment status. I’ve been attempting with Highlevels “Inbound Webhooks” because that’s the only Webhook available now, but they’re giving me a URL to use, and no area to add a URL.In return, Zapiers Webhook option is giving me a URL to use and no area to input a URL…  Any help would be great!Thanks! 

6
Troy Tessalone
10 months ago
S
SpiderFig00New
asked in How Do I
How Do I add Values From Similar Product Families?

Hi, I'm trying to create a simplified sales receipt in Quickbooks that will only reflect totals of products from the same product family.i.eSales transaction:Product 1 : Product Family A : $10USDProduct 2 : Product Family B : $5USDProduct 3 : Product Family B : $5USDProduct 4 : Product Family C : $5USDSales receipt should be:Product Family A : $10USDProduct Family B : $10USDProduct Family C : $5USD I have gone as far as creating the step "Create Multiple Spreadsheet Rows in Google Sheets" that pulls in the details from the Salesforce opportunity products along with their respective headers, and another tab in the same sheet that has the "sumif" formulas based on the product family. I'm stuck on the next steps.How do I capture the sum on the sheets? What action do I need to do next? Also, will subsequent triggers add up on the google sheet? I'm thinking that it may cause the sum value to be bloated as it captures all old and new values alike for every run. 

1
Troy Tessalone
10 months ago
L
leonshrNew
asked in How Do I
Can I automatically download new Calendly bookings as individual CSV files using Zapier?

Maybe I have a weird problem. In any case, I can't find a solution. In my company we use software that does not support synchronized interfaces. No connection to our Google account, Zapier, HubSpot or anything else. My goal is not to manually enter new contacts. I get new contacts by booking appointments with Calendly. I then need this information as a CSV or Excel file so that I can then transfer it, at least not manually, using the import function of our "stupid" software. I manage to collect new Calendly bookings into a Google spreadsheet. And I can also create a URL that downloads the spreadsheet directly when called. But I can't manage this stuff:- only the most recent contact is downloaded (one spreadsheet per contact?)- the download is triggered automatically Of course I could receive a new email with the URL as the content, which triggers a download, but if I don't click on the link in time, the contact will already be overwritten by a new one. Does it make sense? Difficult to

1
Troy Tessalone
10 months ago
K
KerenNew
asked in How Do I
How do I automatically create a PDF from an email in outlook (using a filter) and then send that PDF as an attachment?

How do I automatically create a PDF from an email in outlook (using a filter) and then send that PDF as an attachment?Basically I want to send electronic invoices to Xero automatically. These invoices don’t display properly in due to their html formatting so I need to convert them to PDF before I send them to Xero inbox.I tried PDFmonkey but couldn’t make it work.

1
Troy Tessalone
10 months ago
T
TimothepBeginner
asked in Troubleshooting
Weird delay between two tasks of the same Zap

As you can see below, task #2 ran at 13:56 and task #3 ran at 14:26. I knew that depending on the plan used, Zaps trigger in a fuzzy window of 1-15 min. But I didn’t know the tasks inside a Zap could also get such a delay.Is there an explanation of/for this? Any guideline on what I can expect? 

1
Troy Tessalone
10 months ago
Flo-MonFeedback
Flo-MonFeedbackBeginner
asked in Troubleshooting
My Zap isn't creating a ClickUp task when creating a Google Tasks, and no error found.

Hello, I want to automate the fact that when I create a task on my Google agenda with Google tasks, this tisk created will be created on my clickup task list dashboard automaticaly.I have no error. Normally all is parametred in a good way. When I do the test, the task is well created.I don’t understand.Thanks for your help

1
Troy Tessalone
10 months ago
A
APearceNew
asked in How Do I
How do I convert decimal hours to hours and minutes?

Can anyone provide any advise on converting hours from an input as a a decimal (1.5 for 1 hour 30 mins) and converting it to a separate hours and minutes output?

1
Troy Tessalone
10 months ago
A
ale_altmanNew
asked in Troubleshooting
Create Rows in Googlesheet activity works in test mode but not in actual run

Hello,I use Zapier to fetch forms data (Jotform) to then format and store it in Googlesheets. Since yesterday, I am facing an issue that I never encountered before: Create Rows/Mutiple Rows in Googlesheet activity works fine in test mode, but I they throw errors when somebody submits a form (and the Zap runs).Detailed explanation is is the attached file. Would really appreciate any help and guidance, as I am getting a bit desperate with this issue. Thanks in advance people! Alejandro

1
Troy Tessalone
10 months ago
A
ABABABBeginner
asked in How Do I
How do I insert images from the directory into DocuSign contracts in my Zap?

I am using Zapier to generate sales contracts, but part part of our contract requires the insertion of an image unique to the contract  we are a property management company issuing leases and each lease requires a plan of each property if i were to place all the plans in a directory, could I use Zapier to find each specific image and insert it into each Docusign contract? Thanks

1
Troy Tessalone
10 months ago
S
SiimNew
asked in Troubleshooting
Failed to create a lead in Pipedrive

We have a Calendly-Pipedrive connection that takes a new invitee from calendly, in Pipedrive looks for the lead title with the email provided by calendly, and then should update the lead with the org name that we get from calendly. Everything works fine until we come to the Update Lead in Pipedrive step, and then it says “Failed to create a lead in Pipedrive This feature requires a new permission. To use it, reconnect your Pipedrive account.”I’ve reconnected the account multiple times, but still run into this problem. How can I fix it? 

1
Troy Tessalone
10 months ago
S
SBCleanNew
asked in Code & Webhooks
Serve custom response to webhook?

I currently have Catch Hook, the information in which is then POST elsewhere. Data Input > Send to Zapier > Zapier Catch Hook > Zapier POST to Webhook When I send the data to the Catch Hook - I'd like the response from the catch hook to contain information from the response I get when I post it onward. Is there a way to do this? 

1
Troy Tessalone
10 months ago
byDSGN
byDSGNNew
asked in Troubleshooting
404 Wordpress Authentication Issue

Hello! I’m trying to connect my WordPress to Zapier. But it’s giving me a 404 authentication error. I’m running the most current versions of WordPress and the Zapier plugin. And the plugin is installed and active. I’ve tried everything I could find that was recommended to other folks for this problem (making permalinks post name, reinstalling the plugin, and making sure xml-rpc is enabled. Please help!

7
ken.a
10 months ago
L
liamliamliamNew
asked in Troubleshooting
Discord to Telegram message doesn't automatically sent

I’m working on the Discord to Telegram automation. But some how the message on Discord is not automatically sent to Telegram, I think I’m stuck at this part (image below). Please help me. Thank youHave a nice day 

1
ken.a
10 months ago
phyat
phyatBeginner
asked in Troubleshooting
Delay by Zapier step in Zap releasing immediately during manual replay.

Hi all, I got an “stopped” step in a zap run, so I manually replayed that run in a hour.That run had “delayed” steps which was expected to be released after a week of that run.However, when I relplayed, these delayed steps were run.I think these delayed steps should not be run even if the zap relplays, but should be run after the delay.Is this inevitable limitaion?Any insight would be so appreciated.

3
ken.a
10 months ago
N
nataliecstaylorBeginner
asked in How Do I
How do I add Zoom meeting registrants to my HubSpot list?

This post was split from topic:  Hi there, I’m having the same issue with this same zap. Mine is a bit simpler and is only adding Zoom meeting registrants to a HubSpot list. The test worked fine, but I’m not seeing any other contacts get added to the list in HubSpot. How can I get the rest of these synced? 

1
ken.a
10 months ago
R
rgregoryBeginner
asked in How Do I
How to cancel an active event once it has been triggered?

Hi there,Does anyone know if it is possible to cancel an active event once it has been triggered?Let me give some detail on this:When someone signs up to my Mailchimp list, I want to have a zap that is immediately triggered but has a delay on the event so that it will send an SMS message to me 24 hours from the trigger point. I’m pretty confident this can be done.The part I’m unsure about is this. If that same person who signed up to my mailchimp list then schedules a meeting with me on Calendly (assuming same email address), within that 24-hour period, I want to cancel the SMS notification that is currently waiting in situ within Zapier.Its the automated cancellation part that I’m unsure about.Many thanksRyan 

2
R
10 months ago
A
Anonymous
asked in How Do I
How do I get invoice numbers and subscription references from GoCardless payments in my teams?

Hi all, I have recently tried linking our GoCardless to teams so that I am notified of when payments are made, however I am unable to pull the data required which is the actual description of the payment that usually contains invoice number and the subscription reference. Is there anything I am missing regarding this? Thanks.

11
ken.a
10 months ago
R
Rebel_zgNew
asked in Troubleshooting
Memberpress error: Unable to pull members, Error code: 'params'

Hi there! I am creating a zap from MemberPress to mailerlite, but can’t seem to move beyond the Memberpress test to collect the members (which I have waiting to be collected). This is what I am seeing:Unable to pull membersPlease reload the page. If the issue persists, troubleshoot error or contact Support.Error code: 'params' Any help on this would be amazing. Thank you! 

3
ken.a
10 months ago
S
samwallBeginner
asked in Troubleshooting
Issue testing Shopify to Facebook Offline Conversions

When trying to run a trigger test between Shopify and Facebook Offline Conversions, Zapier for some reason can only access 3 records, which all come from a period of 12-18 months ago.I used one of these to populate the 'Action' form to run the test zap, but I get nothing coming through to the Facebook events manager. I thought that maybe I would need to go back through the events manager to a period 12-18 months ago to see if the zap appears then, but you can only go back 3 months in the calendar. Any help would be greatly appreciated.

8
ken.a
10 months ago
M
Michael3New
asked in Troubleshooting
Circle.so video upload not supported by Zapier

Testing out Zapier with the free version - I record a Zoom meeting. Dropbox automatically copies the video and chat files, creating a new folder each time with 2 or 3 files. I want to automatically post one of those video files to my circle.so community. I quickly reviewed some Zapier support articles that suggest this is not possible. Can Zapier do this?  Thanks.

3
ken.a
10 months ago
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