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30076 Topics
R
ryan23New
asked in How Do I
How do I attach multiple files to a Salesforce Lead record using Zapier with Formidable Forms web-to-lead form?

We have a Formidable Forms web-to-lead form on our website. When a form is submitted Zapier takes the form entry and creates a Lead record in Salesforce.This is working well but we now want to allow website visitors the ability to upload up to 5 files on the form. After the lead record is created I want to attach these files to it. The part I'm struggling with here is that Zapier handles the files as links. I currently have the lead record set up to take 1 file link in a custom URL field, but I need to scale this solution to be able to handle 5 files and I think I need to abandon the custom field and use files or attachments on the record. I know in Zapier there is an action to add files or attachments to a record in Salesforce, but as I mentioned the files are stored as links so I don’t think that will work. Has anyone had success with this?Thanks!

2711
Troy Tessalone
11 months ago
R
raghavbajoria123Beginner
asked in How Do I
"Reply to Email in Gmail" question about certain actions

What do these two fields do? I already have the option to select WHO to send the reply to and FROM which email it comes from. What is the purpose for this then

111
Troy Tessalone
11 months ago
A
AVPBeginner
asked in How Do I
How to use Zapier to sent auto delayed email after sending out a specific email

Hi,The function I need from Zapier is the following:​​​​​​​ when I send out a specific email to a client (the email contain some content keywords, such as “report”, “analysis”), Zapier need to trigger an action, this action will help to send out a predefined survey email to this client, 3 days after the first email.The mailing app used is the MS Outlook. The email is quite a general template of notification with a slight customization in content.I know that “Delay by Zapier” has this function, but it cannot be triggered by “send an email”, only “receive an email”. Thanks for your help!

2257
SamB
Community Manager
11 months ago
D
devteamBeginner
asked in How Do I
Is it possible to trigger on sent emails in Microsoft Outlook?

I need to monitor outlook 365 sent emails .I cannot find any trigger for the same.please adviseVery urgent 

4705
SamB
Community Manager
11 months ago
L
LucadocetBeginner
asked in Troubleshooting
"Couldn't log in with plugin" error in OpenAI GPT when using Zapier AI actions.

I'm encountering difficulties while attempting to utilize GPTs with AI Actions in Zapier. I've adhered to the provided guidelines and successfully integrated the Zapier action into the GPT. To facilitate a connection to Google Drive using the GPT, I established AI Actions at https://actions.zapier.com/. The AI actions function correctly when tested on Zapier. However, an issue arises when the GPT engages the Zapier action, prompting me to authenticate via Zapier. Despite granting permission during the login process, the browser page refreshes and indicates an inability to connect with the plugin – a plugin that I am not employing. This is the error in Openai: Couldn't log in with plugin. I've ensured all Google permissions are appropriately set. Could you advise on how to resolve this matter?Thanks for your helpRegards

247937
SamB
Community Manager
11 months ago
S
StrayBeginner
asked in Troubleshooting
Discord Messages sending in wrong order

So, basically, I have zaps to sending messages from one discord server to another - one zap per channel - and it works….some what. I’ve watched a youtube video on how to do this correctly, followed the steps and all, but the only issue is that when it copys the messages from one server to send it to the other - they’re out of order.Hard to explain, but for example; I send a message, then my friend sends a message. What zapier does is then copys the messages to send them to the other server like i set it up to, but instead of sending my message first, itd send my friends. even though i sent it first. it doesnt matter how many messages i send it reads and sends them backwards.How can I fix this?

17610
S
11 months ago
J
Jeevandeep BodaBeginner
asked in How Do I
How do I automate patient reports with Assistant AI scans, Google Forms, and ChatGPT4 to analyze for WhatsApp?

Hi Sam, Good Morning :) This is Dr Jeevan from Sambalpur,India. I am planning to start new business in Sambalpur where I want to automate my patients data. First, I will ask my Assistant to scan the oral cavities in mouth and then I will ask my patient to fill the Google sheet with the images of the patient.Second step, I want to intergrate Google form responses and analyse the images using ChatGPT 4 and then generate a detailed report individually .Third, to send individual report to WhatsApp number of patient, Dentist and myself.  please tell me the process how to automate this process using Zapier. Thanks in advance.

823
SamB
Community Manager
11 months ago
C
cginNew
asked in How Do I
Will I be able to send Gmail, from other Gmail ID account, without having team plan?

Hey there, I am using webhooks by zapier using which receiving data from zapier and then sending in gmail. Will i be able to send gmail, from other gmail id account, without having team plan  Please let me know, Thanks in advance.

261
SamB
Community Manager
11 months ago
P
PavNew
asked in How Do I
How can I update my Acuity-Mailchimp Zap to only tag new clients for email sequences?

Hello,I have a Zap for ACUITY SCHEDULING adding clients into Mailchimp. I need to update this zap by adding a TAG (i.e. NEW CLIENTS) to new contacts only.So, when new client book appt they will be tagged, but if current clients book their details will be updated with latest appt type and date without tagging them. Once the new contact is tagged with the specific, then it will trigger email sequence in Mailchimp.Any idea how can I do this would be appreciated. Thank you. 

684
ken.a
11 months ago
J
JaniBeginner
asked in How Do I
How do I automatically send invoices for every purchase on ThriveCart to Lexoffice?

With every Purchase in Thrivecart i want to send the Invoice (generated in Thrivecart) automatically to Lexoffice. How can i do that. The only task regarding Lexoffice i found is “Upload Document for Bookkeeping Purposes” but i get an error because i have no file (i want to create it)l Who can help me with that? Thank you soooo much. J.

1342
J
11 months ago
TKalian
TKalianNew
asked in Troubleshooting
"New Payment in Stripe" trigger missing bank payments

I’m using the “New Payment in Stripe” trigger, and it doesn’t seem to trigger with one particular customer’s payments. I’ve noticed that this is the only customer that pays via bank connection instead of credit card. Is it possible that this trigger only works for credit card charges?

1525
ken.a
11 months ago
R
rwuBeginner
asked in Troubleshooting
Zap not triggering when new public video is added to YouTube playlist

anyone else affected by this bug: zap not triggering when new public video is added to youtub playlist? I mean this is such a great feature but it doesn’t work all the time, can you please fix it as I heard this is an old bug that just need more users to file a complaint. Thank you.

423
ken.a
11 months ago
J
jvacircaBeginner
asked in How Do I
How do I copy custom field "Category" from main task to subtasks in ClickUp?

I have a task with a custom field called “Category”.I need that all sub-tasks I create under that main task have exactly the same custom field.Like copy-paste the custom-field from the main task to the subtasks.Do anyone knows how to do that?

30711
ken.a
11 months ago
D
deenhagBeginner
asked in Troubleshooting
Google Calendar error: Required field "Start Date & Time" (start__dateTime) is missing.

i created a zap. google task to google event. zap can not run because of start time issue. the error is in history: Required field "Start Date & Time" (start__dateTime) is missing.i tried many ways to fix it but i could not. please help me.  

2085
ken.a
11 months ago
D
dhanttulaNew
asked in Troubleshooting
Zeffy error: The app returned "Authentication failed: Invalid access token in authorization request header".

I’m trying to connect Zapier to Zeffy (The online donation system) and I used their invitation link listed here:https://support.zeffy.com/do-you-integrate-with-quickbooksNow, when I try to connect the account, it says  We hit an error adding your new accountauthentication failed: The app returned "Authentication failed: Invalid access token in authorization request header".Make sure you click "Allow" or "Accept" on the permission popup Double check your Account has the correct permissions Check out our help docs for more informationI’m the account owner and there’s no permissions popup.

1393
ken.a
11 months ago
A
AmeNew
asked in Troubleshooting
Facebook Pages error: Create a page_stream in your Facebook account and test again.

When I test my "new post to your timeline on facebook pages" trigger, it doesn't work, it says "Create a page_stream in your Facebook {{email}} account and test again." but what is this facebook email and how can I fix it ?

1303
ken.a
11 months ago
P
paul117New
asked in How Do I
Facebook Pages error: No pagestream found, Create a pagestream in your account and test again.

Hello,When I create my first “New Post to Your Timeline in Facebook Pages” when I try skip test trigger I get info:  “No page_stream foundCreate a page_stream in your (here is my fb e-mail) account and test again.”Page is create today, I have 3-4 follow pages by my Page but I don’t know hot create page_stream.Somebody can help with this?

861
ken.a
11 months ago
emmanuelkatto
emmanuelkattoBeginner
asked in How Do I
How do I connect Instagram to Zapier?

Hey all, my name is Emmanuel Katto, I want to connect my Instagram account to Zapier, can anyone help me with the steps of connecting? Thanks in advance!

421
ken.a
11 months ago
H
hkrishn4aNew
asked in Troubleshooting
Notion conflict occurred while saving - Copying all Google Calendar events to Notion Calendar

Hi all, I’m trying to add events from Google Calendar to my Notion calendar. I have attached a screenshot of my zap.I received a zap alert error message for Notion: The app returned “ Conflict occurred while saving. Please try again.”In notion, only 1/3 of events added in google calendar are displayed. How can i fix this to display all my events in my notion calendar?

921
ken.a
11 months ago
P
PiyushNew
posted in How Do I
Bitrix24 CRM error: “ERROR_OAUTH: Application not installed”.

Dear Team,we are unable to connect Bitrix24 CRM. while entering Bitrix URL getting error message “ERROR_OAUTH: Application not installed”.Please check screenshot for your references.Please look into it ASAP. Regards,Piyush    

4851
ken.a
11 months ago
G
GetclovrNew
asked in How Do I
Splitting a Long String

I'm bringing over data via a webhook. There is one field that comes over from the webhook that has multiple forms* of data that I would like to separate into different fields. I’ve tried using the formatter tool but it’s not turning out well. This is what I’m looking to separate. Four Items in total.Is there an easy way to do this?Thank you so much!@Troy Tessalone 

141
Troy Tessalone
11 months ago
F
faszfejNew
asked in Troubleshooting
YouTube errors: The request cannot be completed because you have exceeded your quota and/or This account is expired.Please reconnect it here.

help i got this error Cannot publish ZapThe app returned "The request cannot be completed because you have exceeded your <a href="/youtube/v3/getting-started#quota">quota</a>."show less

173721
L
11 months ago
P
Paul MetzgerBeginner
asked in Code & Webhooks
Webhook returns hydrated file - not json

One of my perfectly working workflows suddenly doesn´t work anymore: I`m sending a POST request to a PHP script on my server. This PHP file should (and always did) output a string. Suddenly Zapier returns a hydrated file instead of my String/JSON - Why?! The PHP file certainly doesn´t respond with a file. Even the simplest PHP script like <?php echo “Test” ?> is outputted by Zapier hydrated.Whats wrong?  

1488
P
11 months ago
W
William MNew
asked in How Do I
How do I make RSS feeds to be visible when editing from Google Sheets?

I ma trying to create a simple zap that if an update is made to a good sheet then it is published to an RSS feed i'm not even sure that's the best way to accomplish what i am trying to do..I have a DAKboard ( like a dashboard) and i want to create a panel that auto updates when i add something to a google sheet,  So i thought maybe i create the above zap that will trigger any time something is entered into the spreadsheet but i cant seem to get it to automatically update the rss feed?Am i totally not thinking about this right or is there a better way?

201
Troy Tessalone
11 months ago
H
homesbytabithaNew
asked in How Do I
How do I save or link a Flodesk email copy in Follow Up Boss?

How do I get a copy of an email sent in flodesk to put a copy or link to the email in Follow Up Boss?

171
Troy Tessalone
11 months ago
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