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17568 Topics

A
ajs164
asked in How Do I

Filtering Intercom Tags on Conversations - Any Updates?

Hi - Intercom’s native integration to Salesforce only allows for 1 record type. We have 2 that could originate from Intercom. I’m trying to filter a Zap by the tag added to an Intercom conversation. It looks like this has been an outstanding request with Intercom for a while based on these two posts below.  Is there any update?  

1
steph.n
2 years ago
J
JSel45Beginner
asked in How Do I

Using Zapier to connect Reply.io and Pipedrive - Help with automatic deal creation in the CORRECT Pipeline

Hi there,Pipedrive explanation:My company represents many different brands, therefore we have multiple pipelines for each brand to keep things organized. Reply.io: We use this to initiate our marketing campaigns and to keep our leads engaged. Zapier Request:The trigger: After we are notified that an email sent through Reply is openedThe action: It creates a new deal in Pipedrive. The issue is, Reply doesn’t know what brand we are using the marketing campaign for and therefore I can’t create a Deal in the Pipeline that I would like for it to go to. I did create a custom field in Reply called “brand”, but I’m not sure how I can link the two.  Any help is greatly appreciated. 

2
J
2 years ago
D
DawneeNew
asked in How Do I

How to extract color coded meetings out of Google Calendar?

I am trying to extract the color coded meetings out of Goggle Calendar into Google Sheets. Under the colorID field I am not sure what to select that would give me the correct color codes? 

7
Troy Tessalone
1 year ago
D
devteamBeginner
asked in How Do I

Rocketreach find contacts and add to Hubspot

How can I fetch the list of emails  from rocketreach using custom search option in zapier.So basically I need to  create similar search (find contacts option) and get all emails using zapier.Attached image shows search.I need similar thing automated on zapier.So may be we can create and save search in rocketreach and then zapier can fetch all saved searches and automatically get all the emails. Please advise.Very urgent 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. 

3
christina.d
Community Manager
1 year ago
D
DanielDolceBeginner
asked in How Do I

Facebook Leads to Google sheet

Hi everyone! probably not that difficult!How do I receive/setup the blank data from facebook leads? such as Ad name and Campaign name? I run several lead ads and need to know from what ad the lead is coming from. In the test I only see the information below. Thanks in advance! Daniel  

3
Wemakefuture
2 years ago
M
michael2020New
asked in How Do I

Add activity for specific times

hello,I have a zap between Pipedrive (CRM) and my site (Wix)the zap creates an activity for my sales team to call the new lead today.so far so good :) on weekends (friday to saturday here) I want the activity to be scheduled to sunday and not today.how do I make this zap work that everytime a lead enters his details between friday and saturday the activity is scheduled to sunday for my sales team? thank you :)

1
andywingrave
2 years ago
A
arleskrBeginner
asked in How Do I

Send weekly email with information from Excel cell

Hello! I’m new to Zapier, amazing tool! I guess this task shouldn’t be that hard, but I’m struggling to find a solution:I have an MS Excel file in my Onedrive which contains rows from a booking system.In the Excel file, there is a specific cell that contains the number of booked days this month.All I would like to do is that on a regular basis, say every Monday, send a simple e-mail containing:A subject (text) Some text The content of the cell from the Exceldocument in Onedrive.It could basically look like:Hello! The number of booked days is as of today: [cell content]I have found ways of sending an email when something is updated in the Excel document, but that would be far to often. I simply want to schedule the e-mail, but still include the value from the Excel cell.Any suggestions? Best regards,Martin

4
M
2 years ago
A
AdrianBalakumarNew
asked in How Do I

Stripe Invoice Issue - Zapier Error

Hello! We are having a weird error with zapier & stripe whenever trying to pull invoice information from Stripe. Goal is a simple Stripe Invoice → Airtable zap, but we keep getting this error whenever trying to set this up. We have reached out to support on both sides, and they each say it’s the other apps issue. (Super frustrating.) Anyone have any ideas on what could be causing this? Or potentially a alternative solution. It’s a big snag in some of the systems we are trying to implement.  

2
AndrewJDavison_Luhhu
2 years ago
R
RogaNew
asked in How Do I

Finding and UPDATING, OR creating new, contacts in Wave

I’m putting together a zap that takes a new CRM contact (Zoho Forms into Streak CRM) and then updating information if it’s been found in Wave and Google Contacts. Presently (at least with Wave) I don’t see a way to CHANGE a contact’s information. It is possible to “search for” a contact, but if it exists I have to create a whole other workflow to update it. See, if it DOESN’T exist, I have the checkbox to “create one” but there’s no such checkbox to “update if exists”. You would think that Paths could solve this problem, but there’s no way to validate whether or not the search was successful, as far as I can tell, so there’s no way to tell Zapier what to do next depending on the outcome. How can I search for and then either update or create new in one zap? Thoughts?

1
Liz_Roberts
Community Manager
2 years ago
A
AstronaughtNew
asked in Troubleshooting

File Copy from Dropbox to OneDrive [Invalid Content-Range header value]

Hello!I am a new user, but the interface seems pretty intuitive. However I can’t seem to get my zap to work at all. I have added 2 integrations, Dropbox, and OneDrive. On Dropbox I have a folder and file:    Apps/Raindrop.io/Export.htmlOn OneDrive I have a folder:    Backups/Raindrop.io/The export file gets updated to Dropbox when I trigger a manual backup within Raindrop.io application.I would like to copy: Apps/Raindrop.io/Export.html to Backups/Raindrop.io/Here is what happens when I try it:​​​​​.On the Drobox side, the file is detected properly:Dropbox detects the file just fine.​​Next, on the copy to OneDrive side:I tried to map things like aboveNext, I tested the action and got this back:I tested that file link and it does indeed have the proper filename and data which I could download. So I don’t understand the error. ​​​​​​I tried alternatively to do it like this as well: Unfortunately, I still get this error. Sorry if this is super obvious or something, but I don’t seem to und

1
Troy Tessalone
1 year ago
S
ShmergBeginner
asked in How Do I

Gmail Orders to Airtable

I’m trying to parse order emails I receive from places like walmart and then insert them into a new line in Airtable. I can’t figure out how to select the information I need

5
PaulKortman
2 years ago
A
a_outflinkBeginner
asked in How Do I

Finding cards without labels on Trello

Hi all,I have a zap to take inputs from a Google form and create a Trello card for my team. Part of the zap is to add labels to the cards. Works well.However, I've noticed that it sometimes fails to find the right labels and ends up adding Trello cards without labels (meaning people miss it).I'm trying to create a Zap to find cards without labels on Trello and flag it. Problem is the Trello actions for finding cards seem to relate to a specific card rather than finding all cards that don't have labels.Does anyone know of a way to do it?

5
Troy Tessalone
2 years ago
L
LuqmanNew
asked in How Do I

Zoho Books: "cannot read property ‘contact_id’ of undefined" error

HI,I get this error when trying to connect wix to zoho books.I’m trying to create an invoice when a payment is entered in wix.

3
SamB
Community Manager
1 year ago
R
RomitNew
asked in How Do I

WebinarJam Action Events not showing

How do I trigger a new subscriber in a list on ActiveCampaign with a ZAP that automatically creates a registrant in WebinarJam?Under WebinarJam there are no action events showing?

3
nicksimard
Community Manager
2 years ago
A
AlexBPNew
asked in How Do I

MySQL “authentication failed” error - are Azure connections are supported?

Hi, I want to integrate Zapier with an Azure MySQL instance but I get the error commented in this post. Please can you tell me if the connections with Azure MySQL instances enforcing SSL are already supported? And if this is the case, how can I configure my connection? Thanks for your help.

4
SamB
Community Manager
1 year ago
A
AndyPaperNew
asked in How Do I

Xero - integrating without giving full access

Hi,I am trying to integrate Salesforce and Xero, so when a field is updated in Salesforce an invoice is created. I have done this in sandbox versions of Salesforce and Xero, but have so far been unable to get the right level of permissions from the Accounts team at my company to integrate Xero.The issue seems to be that I need either the standard or adviser user role in Xero. However this would give me full access to Xero, including to the bank account and areas of the business that I shouldn’t be able to access. Does anyone have any advice on how to set up permission levels in Xero to give me the ability to integrate with Zapier, but restrictive enough to keep the Accounts team happy?Thanks in advance for any advice!Andy

2
AndrewJDavison_Luhhu
2 years ago
M
Matt ThNew
asked in How Do I

Formatting text being posted to Facebook page

Hello, We’re using the RSS to Facebook page Zap and would like to know if there is a way to format portions of text being posted.We would like to set some texts to appear Bold on Facebook post.It’s possible to do it manually, but we have no idea if we should format the text with html tags or other codes being correctly understood by Facebook. Thank you

1
nicksimard
Community Manager
2 years ago
N
nuno.carneiroBeginner
asked in How Do I

Hubspot integration

Hi guys, I’m currently working on a Finance Dashboard and I’m trying to create a Zap to import deal information to Googlesheets when a deal stage is changed in Hubspot so that I can add customers and other info as soon as the deal is closes. But whenever I try to trigger hubspot it doesn’t find any deals. I tried changing my Hubspot permission set but the error persists. Did any of you ever come up with this problem?

3
AndrewJDavison_Luhhu
2 years ago
D
Dkb27New
asked in How Do I

zapier not sending passsword reset and not repkying to emails

Zapier is not sending password reset by email. Nothing appears in the in box spam or anywhere and their support just don't reply to emails.Frustrated and the worst service ever experienced any ideas?

2
Matt_Boyden
2 years ago
W
werundigitalBeginner
asked in How Do I

Facebook Lead Ads to GS - not sending data/not show any task history

Hello Community! I hope you can help me to solve the issue with Facebook Lead Ads. So I created zap (checked all permission on my Ads Manager account), zap triggers and it shows me the entries. So I set up my zap to transfer all data to Google Sheet. However, I don’t see anything in task history for my zap. Does it mean that my zap isn’t working? 

2
AndrewJDavison_Luhhu
2 years ago
M
MilkebayNew
asked in How Do I

Sending exchange rates (from an RSS feed) to email

Hi every one! Here i have an issue. I need to make zapier send an emails at certain time of the day, that contains Exchange Rate information for certain values. For example. Financial department wants to get an email with this data every morning.The thing is, that i cant figure out how to send emails at the right time and how to format RSS Feeds to make it more readable as an email. Also it is hard to find RSS link that fits. I found RSS links, and make zapier send emails, but it send it every few minutes and in 2 messages for 2different  values. Is there a way to merge them togetherCan someone share some wisdom with me? 

9
christina.d
Community Manager
1 year ago
K
KP ManagementBeginner
asked in How Do I

Zendesk automatic ticket creation from user field condition

Hi ! I am looking for someone who can create automatic ticket creation from users field condition within Zendesk.Actually, I am able to find user with condition and create one ticket, but i need to create a loop that will search multiple users until no one respect the criteria. Speaking language : English and French Meeting by zoom before contract Thanks :)

1
andyc
2 years ago
T
Toby Silent DiscoNew
asked in How Do I

Delay Zap to specific time of day

I am trying to set up for a zap to send a specific time of day. Brief:Google Sheets - New line on sheetDelay until 6pm on that daySend SMS text to customer at 6pm Could someone help on how to set this up. 

2
SamB
Community Manager
1 year ago
J
Julien MottetBeginner
asked in How Do I

Sending Airtable information with Gmail : Selected Gmail fields below contain placeholders that are no longer available.

Hello, I try to send airtable information with a gmail account. When i created the zap. No issue. when i try to send a test, it works very well  In my mail box, the email is OK ! et then i switch “on” the zap and i try to trigger it by adding data to the airtable view, nothing happened. et a few minutes later i got this   et the email body become red when i put airtable data inside.  I tried to change the gmail account i use to send emails. Same issue. Is it a API issue ? Regards. 

3
AndrewJDavison_Luhhu
2 years ago
T
The Homebound TeamBeginner
asked in How Do I

KW Command Zap Limited Data Input

I am creating a zap to put a new lead into command with a form. I wanted to see if there was any way to add other data pieces: Such as notes. Right now all i can do is name, phone, email, address. 

3
andywingrave
2 years ago
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