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I am trying to set up a 3 step integration with Monday.com, Google Docs and Docusign Integration. The Monday and GDoc Steps seems to have gone through without an issue. However, after setting all the fields on the Docusign Step, it errors out with this error: Could not create signature request: INVALID_REQUEST_PARAMETER: The request contained at least one invalid parameter. A document was defined without setting the 'name' field. I cant seem to find the ‘Name’ field that is “Invalid” Please find below screenshots for the steps and the fieldsif someone could please help me out with this, that would be absolutely fantastic There is one more field and the option to continue to the next stepBelow is all of the fields available in the DocuSign StepBut when its time to test it, this is the error I am met with Could you please help me spot the issue?Thank you!
Hey Zap community! I need your help. I use Square for all my appointments, charges, services etc… Whenever we charge someone, we attach that person specifically to the transaction to keep records. We also have every one of our clients imported to Keap as well. When someone completes a transaction in square, is it possible to tag that transaction in Keap?
Hi everyone, We are currently using Webflow Ecommerce to sell online course due to customization of our checkout pages. We use memberstack for registering users for our plans.So the userflow we want is: When a user purchases a course from Webflow Ecommerce checkout, the users plan should be updated on Memberstack.For this case, we are using Zapier to connect Webflow and Memberstack. So could someone of you please help us set it up correctly as the users plan are not getting updated on memberstack. I am also attaching the reference to my Zap.Any help on this will be appreciated.
I’m trying to setup an automation that sends out an inspection report from Safety Culture everytime one is completed. I believe I have all fields correct, but when I try to test the task I receive the error below. While requesting "dev_file" from SafetyCulture we ran into an error: The app returned "None". Searched in the topics and didn’t find much that helped me out. Was curious if I could get assistance to this issue?
I want to automate the process of creating and managing new accounts for my employees. Ideally, I want to use Zapier to automatically create, update, and delete employee accounts when onboarding new employees. I have four options to consider: Okta, Microsoft 365, Google for Work, and OneLogin.Which of these options are supported by Zapier? Can I use only the Zapier API (not Zapier editor) to create the workflow for creating, updating, and deleting employee accounts for the apps mentioned above? Are there any existing documentation or blog posts that can help me get started? Thank you in advance.
Failed to create a track in Spotify: The app returned "404" , "You cannot add tracks to a playlist you don't own"
I don't understand why i cant see any spotify playlist while i do have playlist. Also made special new one for zap. Its also connected. But the playlist option say there no options available.I want a rss feed to add the tracks from the feed to a playlist to keep up with new songs. Here is a screenshot of the no options available for playlist
How do I configure filters to differentiate customer and employee plans in Memberstack and Webflow using one Zap?
So I'm using Zapier with memberstack, and I have two separate plans in memberstack. One for customers and one for employees. Upon sign up in webflow a plan is assigned to each respectively. I only want my employees when signing up to be added to my CMS thus I have set up a filter to stop zapier from copying memberstack updates to webflow if the plan ID matches the customers plan. The problem is that if appears I have configured it incorrectly, as it also appears to have stopped when the plan matches the employee plan. Can anyone help me on this? How can I configure my filters so that it would run through if the plan matches employees but not if it matches customer? I have setup two different zaps for this process and I'm wondering if there's a way to do this all in one zap? I currently have it checking for updates in memberstack then copying that to the CMS if plan equals employees. This is for when an employee updates their profile. I also have another zap checking for new members
I’m trying to get the results from Apify web scraping function into my AirTable. I can get the data to move but it keeps it all in one row. I need the data to separate into different rows (like when importing a CSV format). The Apify data is comma separated, but nothing I do will get it separate based on the comma when importing to AirTable. The Zapier function doesn’t seem to have an option. I can tell when I test the trigger that every item has its own row. But, when I go to import to AirTable (or Google sheets), it does not separate.Here is a Loom video of me describing what I’m trying to do.
Hey everyone, Im trying to building a preset in chatgpt with a specifc tone of voice and pre determind rules for the Ai to follow. What i would like to do is call on that saved preset in my zapier flow.Im currently having zapier summarize audio transcripts to extract value and i would like to be able to have muliptle options of presets for each member of my team based on personality traits tone of voice etc. hope this make sense and would be great if anyone has any ideas
Create a new file in Google Drive - Upload a file - Rename the uploaded file to have the same name as the folder
Hello I came across a problem in the automation process, I need to set up following automation: I create a new sub-folder in Google Drive After creation Zap uploads selected file to the new sub-folder created in Google Drive After uploading the file to the newly created sub-folder, the selected zap should also change the name of the file to match the name of folder. (Optional) E.G. 1. Main folder =SALES 2. I create a subfolder = CLIENT1, CLIENT 2, CLIENT 3 3. After creation of subfolder CLIENT 1,2,3 I need the zap to upload a Google document TEMPLATE_SALES, to each of the subfolder and change the name of the document to CLIENT1_SALES, CLIENT2_SALET etc. I managed to create automation to upload the file, but I cannot figure out how to upload it to the newly created subfolder. Currently the file is only being uploaded to the main folder (SALES), when a new subfolder is created it does trigger the automation but the file is not uploaded to correct subfolder. Anything that I am mis
I am using Google Forms for create a quiz for each of 8 modules. Is there a way to import the quiz grade (or simply to mark off that they have completed the module quiz) with a zap? Ultimately, I’d like to mark off that a user has completed each of the 8 modules. Then, when the score column =8 (done by using COUNT), I’d like to trigger it to send an email to the user. Any ideas how to do this? Both how to import scores from multiple forms/quizzes, and how to trigger when the count=8? I could have separate sheets for each module and then somehow have a ALLSCORE sheet that would read from the other sheets, but that would be coding within Google Sheets too, I think? EDIT: This post was edited by a moderator to remove personal information from the images. Please be careful not to share private information as this is a public Community
I have created a Zap which takes an completed form from Unbounce, and send a text to the form filler using Twilio. The Unbounce is formatted to collect a UK phone number i.e 07685 564367...it then Zaps to a Twilio account to send an SMS. Zapier is adding a +44 to the start of the number, but I need to somehow remove the first 0 in the phone number for it to send….Anyone have ideas, or have done this before?
If I initiated Zapier with Xero through our finance department’s account, once the setup was complete, do you know if I’d then be able to play around with the Xero-Asana integrations through my own Xero account?The issue I am having is that my Xero account does not have the right access to allow Zapier to access our information.
Hello! I am trying to build a solution at the moment that requires the search of a filename in Google drive. The filename will be a duplicate filename and will exist in many places across the Drive e.g. Customers > March > “Filename.txt” Root > Invoices > “Filename.txt” Customers > June > “Filename.txt I know I could do a bunch of tests to work this out, but I wondered - Does anyone know, off-hand which it will pick and what this is based on (e.g. Folder/File structure, Last created, Last updated etc)
Hello, I'am trying to zap Mighty Network with Zoho CRM to upload the leads to Zoho CRM. To test Zoho CRM, you need to search for a lead (it'll search for e-mail) and if a lead doesn't exist, it'll create a new lead. I've done what's asked, input the token and linked all fields etc. However I get to “Send Data" step (test) and get an error message: Bargle. We hit an error searching for (or creating) a lead. Error parsing response. We got: "" I've Free Plan, now with 7 day Trial (with Premium Features). I don't know how to fix this, please help. Thank you!
Need help figuring zap workflow My Client wants to have Zoom as the trigger point ) someone registers in zoom then an series email will be sent out via MailChimp Action 2 someone registers in Teachable then an email will be send out using mailchimp. Please advise how to do this. Many Thanks
I’m trying to add a lookup table. What I wish to achieve is, transform the product id received in webhook request to my list id in autoresponder so I can push the lead to the right list. New products are added frequenctly and I manually create a list in my auto responder service. When I add new row in the lookup table, it automatically sorts the key column but keeps the value column as is. With that all the mapping I had created gets completely messed up. Why does the lookup table have to sort itself? Is there a workaround for this?
Hi!I’m still pretty green with Zapier - I’m trying to make a Zap that will send an email to a list of people, with customized fields, on a specific date in the future. Currently I have it set up with the trigger being “New Row in Excel” but I’m not sure that’s right, since all the rows I want to use will already exist when I turn on the Zap. I was thinking “Find Row in Excel” might work, but how do I tell it to use all the rows? I have a filter set up so that the email doesn’t send until I want it to.Here are some screen shots of what I’ve got so far. Any help or suggestions would be greatly appreciated! I’m going to keep searching and experimenting.Gina This post has been edited by a moderator. Please remember to exclude personal information from posts as this is a public community.
Hello Community, I would like to update our inventory in WooCommerce from a spreadsheet (Excel or Sheets, does not matter) every day, at 00:01. Is it possible to automate this process? I have no idea how to even begin this process as we are not changing the inventory levels in a spreadsheet, but rather have the levels go back to the same number everyday. Thank you!
We wish to create a Zap initiated in LinkedIn and triggering a value update in SalesForce. More specifically, we want the creation of a tag in LinkedIn to update our SalesForce contact custom field value matching by email. The objective is to synchronize LinkedIn tags with our SalesForce contact record tags. Can this be done? If so how do you recommend we set it up? Thanks in advance
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