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27243 Topics

I
Ikhlas AzmatBeginner
asked in Code & Webhooks

Best approach for retrieving transactions list from custom integrated app's API

Hello,I have successfully completed the authentication process for our custom app integration.Now, I am working with triggers and zaps. My current scenario involves using the finance API of our app to retrieve transactions. I want to configure it in a way that when a new transaction is created in our app, it is automatically added to Xero as well.What approach should I use in this scenario?I have attached screenshots of my progress so far.Thanks in advance!

0
I
10 months ago
dev_user
dev_userBeginner
asked in Code & Webhooks

Facing issue while fetching real time data from custom Api in Zapier

For retrieving list of data from our system Api in zapier we should use rest hook or webhooks? currently, we are using REST hooks to retrieve list of users for payment but it is not fetching latest data from our system Api ?Can you please help me how can we resolve this issue?Looking forward to your positive response. 

0
dev_user
10 months ago
B
belipiousBeginner
asked in Code & Webhooks

Checking for unsubscribes in Campaign Monitor

When someone registers on our site, we send the data to a webhook on zapier (Catch Hooks in Webhooks).We then want to check campaign monitor if that person has subscribed and if not, add them.  For this step we use Find a Subscriber in Campaign Monitor.  Simple enough.If the person found in CM has unsubscribed we get this email notification“The app returned "Email Address exists in suppression list. Subscriber is not added.".”.That makes sense.  What we want to do is check if the person has unsubscribed and if so, do nothing.  If not, then proceed with adding them if they are not there, or do nothing if they are already subscribed.How would I go about this?The use case is people are registering for a particular event, but they have unsubscribed from event managers general mail list.  So we will get lots of these, where people will register for a new event, but they have removed themselves from the main list.  We are satisfied they cannot be added, but was hoping there was a way to chec

4
B
10 months ago
Troy Tessalone
Troy TessaloneZapier Expert
posted in Code & Webhooks

A2P 10DLC Registration for Phone Numbers used to send SMS/MMS in Apps such as Twilio

A2P 10DLC Registration for Phone Numbers used to send SMS/MMS in Apps such as Twilio Unregistered A2P 10DLC phone numbers will be blocked from sending messages in the US after August 31, 2023. Complete the registration process to avoid disruption in your message delivery. RESOURCEShttps://pages.twilio.com/10DLC-HelpArticles-WW.html https://support.twilio.com/hc/en-us/articles/1260800720410-What-is-A2P-10DLC- https://support.twilio.com/hc/en-us/articles/1260801864489-How-do-I-register-to-use-A2P-10DLC-messaging- A2P 10DLC registration overviewAll major US carriers are requiring A2P 10DLC number registration.Now, any SMS or MMS message you send to a US phone must go through an approved application-to-person (A2P) campaign.To complete 10DLC registration, you'll need to complete the three following steps:Brand - Provide information about who is sending the messages. Campaigns - Register what is being sent for each of your use cases and how you'll manage customer consent. Numbers - Add t

0
Troy Tessalone
10 months ago
J
Jon EricksonNew
asked in Code & Webhooks

Google workspace account creation errors

I have a zap that is suppose to provision a Google Workspace account for me via a Webhook, and due to the service we are using, the webhook is triggered several times, at the same time, for one user. I know this would be how to fix it but we are not in control. What is happen is, the Google account is being created successfully the first time, and then every subsequent time, it fails because the user already exists (duh) but the rest of the Zap keeps running (sends emails, does some other stuff) that we dont want. So a new user is sent a new onboarding email multiple times. I have added a find Google workspace account step first to prevent further execution if found but it comes back negative each time (maybe cause they are being fired all at the same time). I’ve also tried adding a delay queue to the beginning to space them 5 mins apart hoping the next run it would find the account and stop it. None of this is working. How do I prevent a zap from keeping on running if a step errors? O

0
J
10 months ago
T
tier1Beginner
asked in How Do I

How do I create a Zap to notify if there are no leads from the Facebook Form in five Days?

Hi!I’m looking to add a feature to my Zap that will notify me if a lead has not come through a Facebook form in more than 5 days. I was thinking of adding a delay of 5 days and then sending a Slack message to a channel. The workflow would look like this: Facebook form → CRM → Wait 5 days → Slack message. However, I’m not sure if the Zap will reset when the trigger triggers while on the delay. Is this possible, or is there a better way to do this?Thanks!

6
shalgrim
10 months ago
mdhillison
mdhillisonBeginner
asked in Code & Webhooks

Followers data on Instagram to a Google Sheets

I would like to be able to automatically collect follower data from our Instagram into a spreadsheet each month.I set up a zap with a monthly schedule trigger → to connect to IG and read FOLLOWERS DATA → to Google Sheets to add new row with the date and the FOLLOWERS DATA.The schedule part was easy and the sheets part seemed easy but I can’t figure out how to deal with the Instagram part. I see no way to access/query “FOLLOWERS DATA” and the API stuff is over my head!We do use later.com for managing IG but they don’t have any zapier integration.Just to be clear, I’m only recording number county data from our own business level IG and I do have access/business level access too. I don’t need the actual followers. I did see an older post about this but I’d have hoped in three years this would now be an option!!Thanks in advance!

0
mdhillison
10 months ago
H
HilltopBioBeginner
asked in Troubleshooting

HubSpot to Square Zap Issue: Creating deals from invoices without duplicates.

We create New Deals in HubSpot when a New Completed Order is created in Square.Most of our orders are entered into Square with credit card payment, so the order date and payment/transaction date are the same.PROBLEM: Some of our orders are invoiced, and the New Order zap doesn’t trigger until payment, which can be weeks or months later. This skews our order history info in HubSpot.Zapier/Square Trigger Options in question: NEW ORDER, NEW INVOICE, NEW PAYMENTDESIRED SOLUTION: I want to create a Deal when a New Invoice is created, but then NOT duplicate it when that invoice is paid. Creating the deal is the easy part, but not duplicating is an issue.The only field that appears to connect NEW ORDER (i.e., payment transactions) to the Invoice, is through NEW PAYMENT.  New Order [id] = New Payment [order_id] field.The only way I see to filter the existing New Order zap is to FIND NEW PAYMENT where the New Order [id] = New Payment [order_id] field. I checked an existing invoice payment to en

4
shalgrim
10 months ago
C
Charlie777New
asked in How Do I

How do I select a Gmail attachment when updating spreadsheet rows in Google Sheets?

Everything makes sense up until the referncing of the CSV which I can’t seem to find on dropdown. New attachment in Gmail → Update Spreadsheet Row(s) in Google Sheets It’s not clear on dropdown how to actually select the attachment. Only seem to be able to select elements from the email itself.

1
Troy Tessalone
10 months ago
B
BjornNew
asked in How Do I

How do I trigger to an updated cell in Google Sheets?

Hi,I have a Google form I made payable with the Payable App. When a payment is confirmed it changes a sell in the "Payment ID" from "pending" (or empty) into "paid". When that happens I want it to trigger Gmail to send out an e-mail.I know how to set up action/triggers on new rows, but I haven't been able to make it happen with an updated cell. So it only needs to trigger if a cell is turned into "paid" and then use all the info within that row for the e-mail. Even if new rows are being added.Also; I want the e-mail that is being sent out to be addressed to multiple e-mail adresses that I have gathered through another form. And besides the info from the first mentioned Google Payable form, I also want to include info from the other form (mail adress to send it to, and name so I can personally address these people).Is this all possible or do I need to set up two Zaps for this? Or is something closely possible?Thanks!Bjorn 

3
Troy Tessalone
10 months ago
I
IntegrateNew
asked in Troubleshooting

Failed to create a timecode in Projectworks: The app returned "An error has occurred."

I am unable to create a time code in projectworks through Create timecode zap. I have inputted the required details and the test is failing due to some reason. How do I successfully create a time code? The three required fields are Module ID, Task name, Task type ID. It returns an error message - “Failed to create a timecode in ProjectworksThe app returned "An error has occurred."”

2
shalgrim
10 months ago
N
nansyNew
asked in Troubleshooting

Segment selection issue: Unable to choose 'Open House' for new subscribers.

What I am doing wrong? I am trying to select my new subscriber to fall into my “open house segment” but the “buyer” segment is automatically chosen and if I select the right one, I click “Continue” however it reverts back to “buyer”. 

4
shalgrim
10 months ago
A
AntDX316Beginner
asked in Troubleshooting

Error: Alexa Zap Unable to Add Task to Any.do List & RSS Trigger Issue

This post was split from the topic: Alexa goes through all steps, but when it comes time add task to my Any.do list it says "oops, I ran into a proiblem"It does not work at all.Also the Trigger: RSS by Zapier is garbage too because without an ability to have an “update rate”, it won’t see any new changes beyond the test run. For RSS to work you have to have it update to see for changes. Right now there is nothing therefore it does nothing.

2
A
10 months ago
John Sanderson
John SandersonBeginner
asked in How Do I

How do I trigger a Zap from specific email subject and parse contact info to HubSpot?

Greetings.  I have no luck contacting Zapier support and need some help from the community.My team would like to trigger a zap based on an incoming email from BizBuySell - looks like this:Subject:  Your BizBuySell listing Thriving Resort Community Laundromat Available For SaleBody: Buyer Information Contact Name: Bob Martens Contact Email: bob.martens@gmail.com Contact Phone: (555) 555-9308  I need to trigger the zap based on the subject, parse the contact information from the body, and then use another zap to move the data into HubSpot CRM to kick off an automated response.  I have other zaps that take incoming contact information from zap partner apps to put the contact in HubSpot and I am familiar with that process. I am unable to find a way to a) capture the email based on the subject or b) parse the required data. Is this possible?  If so, please help point me in the right direction. I have the basic free plan today but I am MORE THAN HAPPY to upgrade to get what I need. Thank

3
Troy Tessalone
10 months ago
leanneb
leannebBeginner
asked in Troubleshooting

MailerLite to Modern Event Calendar Error while retrieving: There was a problem with the data returned from this step

Hi everyone, I have been battling moving data between Modern Events Calendar and MailerLite for months now. Everytime I setup a Zap I get the error “Error while retrieving: Bargle! There was a problem with the data returned from this step! Please contact support.” even if the test is successful. The zap then continuously shuts on and off and some subscribers move through and others don’t. It looks really unprofessional and managing this manually seems really inefficient. Can you please help?

9
Troy Tessalone
10 months ago
D
digitalukNew
asked in How Do I

How do I route Gravity Forms data to different Google Sheets based on a dropdown selection?

Hello,I’m trying to create a zap that sends data from Gravity Forms to different Google Sheets based on the answer to a dropdown field, featuring 14 different selectable options. This will then send the data into one of my 14 Google Sheets (or 14 multiple sheets within the same document if workable).I’ve tried using Zapier Paths, but that appears limited to 10 paths, and could be overkill and/or wrong way to go about this.Does anyone know of a way to get this working without replicating the form 14 times in WordPress and having 14 different zaps? 😅Any advice would be greatly appreciated, thank you!

2
Troy Tessalone
10 months ago
JamesDW
JamesDWBeginner
asked in Code & Webhooks

Sending a File via Webhook to Mindbody

Hello,I have had a fair bit of success in using webhooks and the Mindbody API but I have hit a wall when it comes to uploading a file to a client.I have created a Custom Webhook and added the correct fields from https://developers.mindbodyonline.com/ui/documentation/public-api#/http/api-endpoints/client/upload-client-documentI can make the code work in Postman and upload a test PDF with no trouble.I get a timeout error (504) in Zapier. I have also tried to use a code block with Javascript to post the data but that times out at 30s.I have attached a screenshot of my Zap and obviously blanked out keys. BASE64 is where I’d put the PDF data in once it’s converted in a previous step.Am I missing something? I’d really appreciate any help here!Thank you!

0
JamesDW
10 months ago
J
jmartinezNew
asked in How Do I

How do I automate connecting Dropbox with Google Sheets to search for and link image files?

Good morning, I have been trying to create an automation for more than a year in Make and it has been impossible. So I come to try to Zapier.What I want to do is to connect Dropbox with Google Sheets.The moment an image file is added in Dropbox (for example file name "EXAMPLE_1") that it searches in a column given beforehand for the name "EXAMPLE_1". If it finds it correctly, receive the downloadable link of the file from Dropbox and place it in the same row but in another column given beforehand (see image). 

1
Troy Tessalone
10 months ago
S
StudentBeginner
asked in How Do I

How can I extract text data from the Note field in Pipedrive and move to Cin7?

HiI  move information about Deal from Pipedrive to Cin7Triger: Deal updatedAlso I need to copied all notes about Deal from Pipedrive. But Zapier shows only notes_count.How I can extract text data from Note field?Thanks

1
Troy Tessalone
10 months ago
N
NogardlsdaNew
asked in Troubleshooting

Convert CSV to XLSX (Excel format)

Hi, I am trying to conect a phantombuster with brevo.The problem is that phantombuster export a file with csv format. when I connect with brevo the format of the information is wrong because csv format is data separated with “comas” “,” . I need to change the format of the file before conecting to brevo.I tryed to conect it firstly with Google Sheets but I have the same problem. I found splitcsv.com but you need a premium account (20€/month) or 3,99 each file) and I could not test it to see if it works. So. Do you know any app in zappier to do this? Thanks.

1
Troy Tessalone
10 months ago
J
jendyNew
asked in How Do I

How do I automate and display Square POS sales transactions on a TV for real-time tracking?

We are looking for an automated process to display our total number of sales transactions at our full service car wash.We currently do not have a digital sign provider. We will sign up with whatever solution will work for our use case. We want to track daily, weekly, monthly and all-time number of transactions generated through Square POS. We want this information to be displayed on a TV so our staff members can have a clear and accurate/live view on how many cars we have washed for the day/week/month/year.I had come across a solution through Zapier a few days ago and unfortunately did not bookmark or document what I found. Does anyone have a solution for our use case here?  

1
Troy Tessalone
10 months ago
L
lolelikaNew
asked in How Do I

How to send a Slack message to Google table based on thread keyword?

Hi Community! How can I create a Zap that sends a main Slack message to a specific Google table when a certain word appears in its thread?

1
Troy Tessalone
10 months ago
G
Grace GjelinaNew
asked in How Do I

How do I trigger adding guest emails from MEWS to Klaviyo after check-out in a Zap?

  I’m trying to create a Zap that connects hospitality software MEWS to Klaviyo. The integration is built between the two softwares and seems to work, but I can’t figure out how to trigger adding the email of a guest to a Klaviyo list. I want to guest emails from MEWS to Klaviyo immediately after the guest checks out, so I can send a timed follow up Thank you email from Klaviyo. These are the steps I am taking so far:  The Event is a New Reservation Event (I want to use Check Out)  Then when I go to set the trigger, it doesn’t feel logical. I am asked to set a time filter. Does anyone understand this better?  3.Then when I go to try to create the action, the option to insert guest email doesn’t come up.   any advice would be really appreciated!  

1
Troy Tessalone
10 months ago
R
robinbahlNew
asked in How Do I

How can I create a HubSpot task from a TimelinesAI message?

Hi,I was wondering if it would be possible to create a task on Hubspot whenever my team receives a message on TimelinesAI? 

1
Troy Tessalone
10 months ago
EllieVHD
EllieVHDBeginner
asked in Troubleshooting

Freshsales error adding your account: Authentication failed, the app returned "404"

Hi, screenshot below - when I try to connect my freshsales account I get this message, I’ve tried different browsers and checked permissions in freshsales, I’m now out of ideas! Thank you :)   

7
SamB
Community Manager
10 months ago
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