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asked in How Do I

How to send automatic replies with Microsoft Office 365?

Hello, I want to set an automatic replies when someone sends email to spesific address (shared mailbox).Ive connected my 365, set conditions to identify the email i want to auto reply, set action “send email”.In the field “to email” how i set to pick senders email?In the “subject” how i set to copy senders subject ad add my text to its subject?

EmmaEmergoBeginner

asked in How Do I

Microsoft Dynamics 365 CRM Cannot read property 'find' of undefined

Error when reconnecting MS Dynamics CRM:Zapier could not connect to your account.Cannot read property 'find' of undefined Does anyone know what has caused this and how to resolve?Our connection being down is of massive impact kind regards

D&IAdminBeginner

asked in How Do I

Create a task record with date field in Salesforce from Zapier

Hello, I’m using a zappier to create a Task in Salesforce whenever a new form is submitted from paperform. The problem I have at the moment is Due Date (date field) in Salesforce is doesn’t match with Created Date from Paper form.Example:Created Date on Paper form is 05/08/2021 then zappier created a Task record in Salesforce with Due Date 08/05/2021I have tried multiple format using Action Date/Time on zappier but no luck. help please! Thank youNin

asked in How Do I

Formatter to Import CSV (sheet tab2)

Hello community. I get an .xlsx file daily delivered to my Gmail that I open, go to sheet tab2, copy the rows in the file, then paste the rows into a MASTER Google Sheet. Here is my current ZAP workflow:Gmail > Drive to Upload attachment (converted to .csv) > Drive to Find file > Formatter to Import CSV > Utilities.Looping > GSheets to import rows into MASTER sheet. Here is my problem:Formatter to Import CSV step only grabs sheet tab1 and the data I need is on sheet tab 2. Any suggestions?

asked in How Do I

How to assign broker to lead record in Salesforce?

Problem:I have an online application where our clients fill out 150 fields that zaps into Salesforce (Create Record in Saleforce - Zap ) creating a new lead record. I have 149 fields populate except for one field that does not transfer information over from the zap which is a contact search field.GOAL: On the website application the user would type in the Brokers name in to the field, upon submission. The Zap would then bring the information into salesforce, search the Broker Contact Record Types, select the Broker if already in the system. If they are not found then the Zapier would create a new Broker Contact Record. Then populate the Broker field on new lead record that triggered the zap. Screenshot of the field that will not populate with the current zap. What do I need to do to create this process and achieve the goal of adding the Broker to the lead record.

cloakBeginner

asked in How Do I

Can I setup PDF content amend/review and auto send email?

Hello, I have a specific scenario and cant seem to figure out how to set this up.so any support will be greatly appreciated. I am looking to meet the following scenario: 1. User 1 uploads a static PDF file with has various sales related information2. User 1 then adds 'number boxes' onto the PDF file which allows users to enter in number values into the boxes.3. User 1 sends the PDF file to User 24. User 2 opens the PDF file and enters values into the 'number boxes'5. User 2 sends the PDF file to User 36. User 3 opens the PDF file, makes amendments to the 'number boxes' if needed7. User 3 sends the PDF file back to User 28. User 2 opens the PDF file, reviews the information and any amendments made by User 39. User 2 'approves' the PDF file and its numbers and sends it to the supplier by email I know the above can be done by simply sending emails between the users with the files etc but we are doing that just now and getting lost on who has done what and what is required to do next on wh

Htwe Ko Ko WynnBeginner

asked in How Do I

Zoho Desk sync contact with accounts from HubSpot

Hi All, Now i have one issue, for the integration between HubSpot and Zoho Desk, I found that i can sync contact information from Hub>Zoho but associated company information cannot be synced. I found there is no feature to lookup the company(account) in Zoho Desk.. What my integration is: HubSpot > Zoho DeskContact A with Company A (Hub)> Contact A with Company A(Zoho)but the Company A in Zoho filed is left blank since i cant able to extract account/company information from Zoho. Let me know any solution to this. Thanks.Note: All company/account information is setupfor both systems

asked in How Do I

Call Thank You Page after Successful Payment in Stripe

I want to implement the followingI use a stripe checkout page to receive payment When occur a New Subscription then call my Thank-you pageI do not know how to do it

michael291Builder

asked in Troubleshooting

Error "Trigger partner failure: Unexpected token < in JSON at position 0"

Hello, I do have a few zaps and for any reason I got the following error message starting a few days ago and I do not know what is causing the issues: Trigger partner failure: Unexpected token < in JSON at position 0 I already checked all connections to all apps I use within the Zaps and I checked the Zaps but I really do not see why I do this error now. Everything worked without any problems. Is this an authentication problem or something like that? I am really stuck here. Thanks for help, Michael

asked in How Do I

"The Owner was not provided" error

I keep receiving the following error on my Zaps "The Owner was not provided"

asked in Troubleshooting

Zap ran into a problem Required field "Item" (page) is missing

when i browser why my deleting zapier is not working. i go inside zap run.i find out the 3. This Notion step hit an error.missing the page is missing Required field "Item" (page) is missing.adn i don’t know what can i do to solve the problem . the follwoing link is the thing i ran into the problem https://cdn.zappy.app/44f6236c7a275202b379c0e8cc7ceaa4.png This post has been edited by a moderator to remove sensitive information. Please remember to obfuscate any personally identifiable information prior to posting as this is a public forum.

asked in How Do I

HubSpot property value is not valid error

Hi All, I am new to zapier and i am trying to integrate snov + hubspot but I am facing a problem with the integration. It says the contact could not be sent to hubspot. Properties value were not valid. Validation message: email How can i fixed this? I do not understand how this api and integration work

asked in How Do I

Possible for Zapier to click link & gather data?

So I fairly comfortable using zapier, but I dont know if this is do-able. I want zapier to click a link and then gather data from that webpage. How would I get it to click the link?

tammayauthorNew

asked in How Do I

Teachable specific course enrollment to MailerLite

Hi!I set up a zap between Teachable and MailerLite to place students who enroll in any of my courses into a subscriber group on MailerLite and that’s working well. This group is a general group for my school on Teachable where people will get updates about new courses, discounts, etc., so that’s fine.However, I want to also set up a zap where people who enroll in a specific course will go into a specific group on MailerLite. So, for example, if they enroll in my First to Final Draft course, rather than being sent to this general group, they will be sent to a specific FTFD group where they’ll get a sequence of emails related directly to their course content (and then I would funnel them into the general group through MailerLite).From what I could see with setting up the zap (I am on the free plan), I can only set it up so that they go into MailerLite if they enroll in any course, not a specific course. Is there a way I can set up a zap for specific courses to specific groups? Is that so

cloakBeginner

asked in How Do I

Search a database/csv and display the results on a webpage

Hi All,I have a wordpress website setup for a local based store in my city. The type of product that customers purchase at this store take around 3 months to be ready for them to pick up. This product cannot be sold online/eCommerce as it requires to be built bespoke.During the 3 months, there are a few updates on their order for example, measurements completed, manufacturing completed, etc.All of the customer orders have a unique order number which are stored in a csv file and the csv file also contains the current status of the order. This is a very simple table where there is two columns - OrderNumber, OrderStatus.What I require is to provide customers the ability to review their Order Status on the wordpress website - as follows:1. Customer goes to www.company.co.uk/checkOrderPage2. On this webpage, the customer is presented with a box to enter in their unique order number3. Customer enters in the unique order number into the box and clicks a button4. They are then displayed with t

brennaheaterBeginner

asked in How Do I

Demio to Flodesk, segment registrants by date

I need help creating a Zap (or two) from Demio to Flodesk.I want to send a Demio webinar registrant to a Flodesk segment based on the date of the webinar they sign up for. Right now I’m only able to send all registrants into one segment and can’t separate them by date.

Seventh MediaNew

asked in How Do I

Testing error: Error parsing response. We got: ""

HI, Im trying to set up a zap for outlook to zoho CRM. After setting up the zap i got the following error: Error parsing response. We got: "" does anyone have a solution for me? thank you in advance.

ButtonjerBeginner

asked in How Do I

How to use data from Airtable in DocuSign to be signed by the sender and recipient?

Hi, has anyone created many zaps with Docusign? I have seen how to say drag data out of Airtable to create and send off for signing a templated document however I cannot see how it can be signed by the sender (on the recipient)

kttyBeginner

asked in How Do I

Google Calendar to Notion Zap runs held?

why the zap run is held ?how can i get free zap to contunie my progress ?

BankTEL MarketingBeginner

asked in How Do I

How to Get in Touch with Support

Zapier support used to be very reliable. Now, within the last several months, when I submit a ticket I don't even get a automated response back to the email address associated with my account.I’ve had this issue for several months now and 3-5 tickets have been left with no response at all. How do we get in touch with support on a Zap error?

Ilan BBeginner

asked in How Do I

Lookup table for Google Sheets

Hi,I want to have a lookup table in a Google Sheet, that when a slack reaction happens, it will look up the reaction in a table, and will be able to paste the relevant data in the corresponding Google Sheet.What data do I need in the table that will work when I put it in the “Worksheet” field in the Set Up Action. I tried just putting the Sheet name, but it doesn’t seem to work.Any ideas? If it’s the worksheet Id, where can I find that?Thanks in advance!Ilan

jthibault-solinkNew

asked in How Do I

Slack: Zap triggering on threaded replies

Hi everyone! I have set up a zap that posts a threaded reply to any new messages created by a user in a specific public channel reminding them to use our new Slack workflow instead of making new posts.This works great, except the zap also triggers on any new threaded replies from users in that channel. I want the zap to only trigger when new messages are posted by users in the main channel, and not any threaded replies (since we still want to encourage discussion on posts created by our Slack workflow).I found a post on here that described the opposite problem (zap not running for threaded replies) but I’m hoping there is a solution for my use case. Thanks in advance for your help!

philwBeginner

asked in How Do I

Zap with Gravity Forms trigger wont stay on - keeps turning off

Just FYI, I’ve been fighting with the same problem - if I include a Gravity Form submission trigger, the Zap won’t stay on. I have Zaps running just fine with basic auth - but that is no longer an option. Every step works in testing BTW. I have sent a message to GetHelp but nothing back yet.

allencBeginner

asked in How Do I

Test was successful but nothing appears in Sendy

When attempting to send test data to Sendy list zap, the test is successful but the data never appears in sendy.

asked in How Do I

Help: Posting an attached photo in google form in google slides instead of text

Help! I am new to Zapier. I created a google form for users to attached photo.I setup the steps in Zapier. However, the link is posted instead as text instead of a image.I tried add ({{photo}}) but no use. Anyone can assist

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