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Quickbooks Custom Fields are suddenly missing on invoices
When in the testing phase I was using a copy of the production file in QBOnline, and everything worked smoothly interacting with CustomFields. But now that I’ve switched over to the production environment CustomFields are no longer available. I’ve tried deleting and recreating QBO app connections in addition to recreating the Zaps that use them to no avail. What changed such that these fields are no longer available via Zapier?Please Advise,Isaac
Adding personalised calendar from zoom into ActiveCampaign
I am using Active Campaign automation to send emails to people that have registered into a webinar hosted on Zoom. I would like to include the add to calendar button information into the email but havent been able to link them as yet. Any ideas?
How to fetch Slack Id from the row that's been triggered in Gsheet?
Hey guys, I’m quite new - I’ve set up a zap where it gets triggered when a row is updated in a Gsheet.I’m trying to send notifications via DM in Slack and I need the Zap to fetch the users’ Slack ID from the same row that has been triggered. I’ve tried choosing ‘Pick username’ → ‘Custom’ → and chose the column but it says ‘No data’. (Screenshots provided below)Any idea how to fetch the Slack ID from the same row that has been triggered? Red - Trigger; Blue - Slack ID
Subscription Link to Prompt Card Details
I’m trying to automate the subscription management portion of my business. For contracts, I’m able to add a row to a Google Sheet, and I can get eSignature.io to send a service agreement to the client via email. This works great.For payments, I use Stripe. Currently, I ask the client for their card info via phone and manually add each client and set them up on a recurring fixed-cost monthly subscription. This is time consuming and annoying. My goal is to eliminate the need to: 1) ask the client their card information via phone 2) EVER log into Stripe to create a new client profile and/or create/update/cancel monthly payment subscriptions. My current apps are Google Sheets, eSignature.io, and Stripe. I’ve been experimenting with all the triggers/actions between these and I haven’t been able to find a solution to my problem. Thoughts:Is there another “action” app I need to add? Is there one that sends an email to the client that prompts payment information, and is able to integrate with
Revolut Business amount data does not include FX fee
Hello,Using the trigger New Transaction in Revolut Business, the data received for “amount” is always the amount before fees, where a transaction fee has been applied by Revolut (exchange fees).There does not seem to be any data field with the full amount nor the fee itself.So the data pulled in does not match completely real account movements.Thanks.
Send Daily Email Check-Ins to Clients with Google Sheets
I would like to offer my clients daily email check-ins for accountability and am trying to find a way to automate this. I created a google sheet with their name, email, email frequency, and goal. I have a zap created using the schedule trigger to look up a row by email frequency (“daily”) and then generate and send an email in gmail asking the client how their goal is going. The test row is working two days in a row now, but it looks like it will only perform the zap for one row as when I added a second row it completely ignored it and is still only running the zap for the test row. Any ideas on how can I get this to run for all matching rows in the given spreadsheet?
Notion "To-Do" with date to Outlook - "Required field "Start Date & Time" (startTime) is missing" error
Bonjour,je rencontre un problème avec mon premier Zap d’une to do list notion vers mon outlook agenda.j’aimerais automatiser ma to do vers mon agenda pour créer des événements directementcependant lorsque je saisis les actions je rencontre un problème avec Required field "Start Date & Time" (startTime) is missing alors que sur ma base de données j’ai bien saisi une date.Merci de votre aide,
Is there a way to create a Zap to do something when I save a page as a bookmark in my browser?
I’m new to Zapier, and wanted to know if there’s any way to trigger a Zap when I add a webpage to a specific favorites folder on my browser (I mainly use Chrome).I have different URLs that I am organizing in a database. Currently, I save the webpages as bookmarks, and every so often I download my favorites as a JSON file using the Export History/Bookmarks to JSON/CSV*/XLS* chrome extension, which I open as an Excel file, and then copy the URLs that I want into my database.I wanted to know if, using Zapier, I can automate some of this process, particularly to automatically add the pages I save as bookmarks to an Excel or Google Sheets file, or some other way. Any ideas or solutions are appreciated. There is very possibly another solution to this that I am not thinking in terms of.
Woocommerce to Firebase/Firestone problem with Path
Hi I currently have a enoying problem with firestone setup.My Zap is Woocommerce New Order → Create new record in firestone.Woocommerce setup is DONE! But when I try to config Firebase I have a problem with “path”. It is appears this message.Really I don´t know how to solve this problem, if you can help me, I appreciate it a lot. I attach this imagesThanks.This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.
Mapping Calendly attendees and location to Microsoft Office 365, and not as "Extra Fields"
I’m trying to map from an event created in Calendly to an event created in either Microsoft Outlook or Microsoft Office 365. The event is created, but the neither the attendee nor the location are being carried over, and as a result the invitee is not getting an Outlook invitation automatically sent by Outlook. Any fix? This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting. Thanks,Erik
Zap Not Trigering for New live Chat
The zaps purpose is to add lead to CRM from chatbot (Chaport) and submit conversion to google ads in case it came from one of the ad campaigns.The zap has worked in the past and is working while testing, however when there’s a live chat it does not triggers. Any Idea how to fix this?
How to segment Clickbank buyers in Getresponse with Lookup Table
Hi there Zapier community. I want to automatically sign up buyers of my Clickbank products to the corresponding GetResponse lists. For example: - Buyer buys Main Product => gets signed up to List A- Buyer buys Upsell 1 => gets signed up to List B- Buyer buys Upsell 2 => gets signed up to List C Here are the steps in my zap: Trigger (New Test Sale In Clickbank) > Action (Lookup Table) > Action (Find List in Getresponse) > Action (Create or Update Contact In Gertesponse). After created the Lookup Table, I selected “Line Item Data Item No” as my Lookup Key. Then on the left side of the Lookup Table (key), I listed all of my Clickbank products item no. On the right side of the Lookup Table (Value), I then matched each Clickbank products item no with respective designated Getresponse list. I tried plugging in the Getresponse list token, list ID, and list name… But the output data kept showing “Output: No Data”. And everything just didn’t work. What is the part that I mis
Microsoft Forms to email
I’m looking for a way to connect Microsoft Forms to email. Yes, I know the owner of the form gets a notification when a response is submitted, but I’m looking for a way to send the response to different people based on responses in the form. I don’t see Forms in Zapier at all. I do see that Forms puts responses in Excel, but it seems to be a downloadable Excel sheet, not Excel online. So I’m stuck. I realize the obvious answer is to not use MS Forms at all. But I’m looking for something that requires the user to be logged in with Microsoft within my organization to submit a response. I’d appreciate any ideas!
Better managing FB Instagram
Dear all, I am working with a client, and we are getting lots of engagement on Instagram post, reels and story. Our IG Inbox has lots of engagement and we are having some conversations fall through and not being replied by our client care person. Any Zaps that I can create and utilize any Apps to help with this? Thanks for your support Priyanka
Sending user information with GET request
Hi well, bit new to this but: i want to send user information into whova with webhook. got that to work all good. problem is when sent over again all the information is sent once more to whova. the user information updates again. Not good since user might have updated their information in Whova becomes a lot of tasks since it senda everything over and over again. 2000 users again and againgSo, any idea how i can make it just send the latest added users from the database since the last update?
Updating customer in Shopify error: The app returned "not found"
Hello! I have a zap that triggers when a specific appointment type is scheduled in Acuity. When this appointment is scheduled, I want a tag to be added to the customer’s profile in Shopify. Seems really simple. I pull in the appointment data from acuity, add an action step to update customer in shopify. Under the “customer” field for the shopify action step, I add the email address of the customer from the Acuity trigger and manually add “VIP” as a tag. When I test, I get The app returned “Not Found.” I have verified this customer exists in shopify, I don’t know what I’m doing wrong. I even tried a filter to find customer in shopify and then pulled the email from the found customer into the customer field to update, I get the same error. Thoughts? This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.
Put Hubspot aggregated data to Google sheet
Hi all! I need to extract from HS to a specific GSheet cell the number of deals with this criterias: - Specific deal stage pipelibe- Specific deal owner- Specific month of deal creation How can I do that with zapier? More specifically: I have to put an aggregate number (total number of deals...) not a list of. Thanks in advance for your help!
Accessally Integration Problem
Hey all, I am trying to integrate accessally but the zapier option seems to be missing from my accessally settings. According to instructions there should be a zapier integration tab on my accessally settings, but it is not there?This is what I see But this is what the instructions say I should see Has anyone ran into this problem before? Am I missing a step? Any support would be greatly appreciated!
Creating a Lookup Table to use across Zaps
Hello to all Community MembersI am new to Zapier and I am having hard time achieving the following: Zap 1: Pulls the Event IDs and stores them in a listZap2: Pick one of the event IDs from the list mentioned above and get all registrations against that event ID. Now store these in a different table or write them to another platform. Having a hard time creating a lookup table that can store the list and can be called from the 2nd ZAP. Can someone please help with what Zapier tool should I use. Thanks a lot.
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