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Darren AldermanBeginner

asked in How Do I

Cannot Add Attachment or Content Document to Salesforce Account

My client would like to associate a PDF document to their Salesforce Accounts from a Zap. I’ve tried to figure this out several times with no luck. Trying to add a “File” from ZapierWhen I use the Create Attachment in Salesforce task, it returns a successful response, but I can’t find the attachment anywhere in Salesforce: Successful responseI noticed in Salesforce the files are called “Content Documents,” but the Create Record in Salesforce task does not allow me to select a Content Document as the object. (Only a Content Document Link)No Content Document OptionI know some posts have mentioned some 3rd party Zap task to accomplish this, but we are keen to see if the direct Zapier <> Salesforce relationship can add an attachment to an account.

princysainiBeginner

asked in Code & Webhooks

How to trigger a Zap when a specific field in Zoho CRM is updated?

I want to start a zap when a specific field (Lead Status) is updated in the Zoho CRM. An easy way to do this is by setting up a workflow in the Zoho CRM and sending a webhook but I have limited webhooks in the Zoho CRM and I need an alternative. Zapier offers to trigger a zap when any field in a module is changed/updated. Ex:I want to trigger a zap when Lead Status is updated to No Answer. → I mark the lead status as No Answer → Zap is Triggered→ Now if I change any field for that lead, (Name, age etc.), the zap will be triggered again, as long as the lead status is No Answer. Does anyone know how to get around this?

asked in How Do I

New Facebook Leads are not appearing in my Google Sheet

Hello.from yesterday there is a problem with transferring leads from facebook leads to google sheet?everything worked.but:facebook generates leads.however, they have not appeared in the google sheet since yesterday.does anyone have a similar problem?

asked in How Do I

Can we connect D365 site with Zapier ?

Hi Team, Hope every is doing well. Actually, I am new on Zapier platform. I’m trying to connect D3365 E-COMMERCE site with zapier, is there any possible way to do so. I have checked site and found D365siteconnect app event but it is showing “Not trigger available”. Can someone tell me what is mean of By Invite on it.

aellcBeginner

asked in Code & Webhooks

Getting error when updating a record in my last step: Object of type LazyFile is not JSON serializable

So I created a webhook Zap that adds an invoice attachment to Airtable. This original zap works fine. I wanted this zap to do the same thing in two other tables in the same base so I copied this Zap twice. I set up everything the exact same as my original Zap just in another table. Yet I keep getting this message when I try to update a record in my last step:Object of type LazyFile is not JSON serializable I’m not even sure what this means or why it is doing this when the Zaps are the exact same other than the location it is locating and updating records. If anyone can give me some advice to figure out why this isn’t working that would be greatly appreciated.

asked in How Do I

Trigger sms when google sheet row/column x is changed from "empty" to "Interested" drop down selection

Hi Zapier Community, I have a simple google sheet that has a drop down list of items to pick from in a column. It starts out blank but when a user changes the specific row/column they are working on to “Interested” I want to send an SMS notification. When setting up the zapier trigger I see the variable “Status” as a list of options but how do I get it to be triggered when column H which is “Status” is changed to Interested? I’m using a drop down list rather than have someone type the word “Interested” to avoid typo’s. If this is possible thank you for any help! If keywords (TEXT) are the only way then I guess I can at minimum type it out manually. Thank you all,David

AmrishBeginner

asked in Code & Webhooks

Send Facebook Leads to My own API using webhook

Hi sir,I have my own API. I want to send the leads which was collected from Facebook lead ads to that API using zapier webhooks. Can you please help me with the flow and needed fields in order to send the details to the API. My website : https://tm.medall.in/health65/?utmCampaign=instagram&utmMedium=display&utmSource=tuskmelon&testdetails=health65&fbclid=IwAR2-C0OlOptjCj50sqvsnTXzzGac-wj3uQHAGLif96ikeQyMMB4yGUZ7ZJM

HaroldBeginner

asked in How Do I

Re: not added to subject, when using Gmail Reply action with HTML body

When using a Zap to automatically send a reminder to an email in Gmail, I would like to make visible in the subject that it’s a reply (Re:). This works when I choose plain body text, but doesn’t work when I choose for HTML body. How can I solve this?The Zap is triggered by a change in Airtable, then searches for the old email in my sent items in Gmail, and then sends a reply to that message with Gmail. I use the ‘thread ID’ from the search step to make sure the action step is a reply to that particular message.

njinsuranceguyBeginner

asked in How Do I

If someone opens my emails several times, will zapier push that new open every time?

I have a zap between an email campaign (Hunter.io) and my CRM (Vanillasoft). I send a campaign through Hunter and have it set to whenever someone opens the email, that lead will be added to Vanillasoft. I believe it says “Add/update”. Hunter tracks every open. If they open it 5 times, hunter tracks that. Not just the first open. Will zapier push every open and update the contact with every open or just the first one?

rweaverBeginner

asked in Troubleshooting

Constantly having to reconnect to all LinkedIn Apps

Starting this week I’m having to CONSTANTLY reconnect to any LinkedIn app. Like every time I log or even look at a Zap that’s connected to any LinkedIn App, I get some error and if I go back through the steps I have to reconnect. This is occurring with LinkedIn, LinkedIn Lead Gen Forms, and LinkedIn Matched Audiences, but not with other apps like Google Ads or Salesforce. Any help would be great, this is affecting my Zaps’ ability to run.

DV_AutomationBeginner

asked in How Do I

My address isn't parsing correctly?

I can’t seem to figure this out regardless of how many templates or variations I create.I simply using one line data and breaking it up to create an address123 Main St., Happyville, TX 5555{{address}}., {{city}}, {{state}] {{zip}}I keep getting crazy results and it starts with the address part. It always feeds into the city and sometimes further.1- Is there a way to fix it?2-I am considering putting the data in google sheets first them manipulating the data with some formulas!! it’s exhausting Thank you for any help you can provide.

someguyBeginner

asked in How Do I

How to choose what tier get on Ghost?

Hi there, I want to use Thrivecart with two different types of subscription and enable two tiers on Ghost but zap only shows 'Enable membership' without the option to choose. Could it be done? It would very useful for us. Thanks!

asked in Troubleshooting

Add Contact to Campaign in Salesforce: can't find all my campaign statuses

Hello,I have a zap that goes:Trigger Create contact in Salesforce, using name, email, etc.. Add Contact to Campaign in Salesforce, using Salesforce contact IDIn the last step, I can find all my campaigns, but I can’t find all the custom statuses, so all the contacts are added to the campaign with the default status.Any idea what could cause this ?Thanks in advance for your help.

NBIBeginner

asked in Troubleshooting

Zaps being disabled automatically (on a Professional plan trial)

I created a zap for Google Ads to Salesforce (New Lead Form Entry in Google Ads → Create Record in Salesforce). I had to upgrade my Free Plan to use this zap. I chose a 7 day trial of a Professional plan.This first zap is On.I then duplicated the zap, changed the trigger (a different Google Ads campaign) and turned the zap on. When I revisit my Zaps page a minute later it is turned off.I have duplicated the zap 5 more times (total of 7 near identical zaps, just different GA campaign) but the too get auto disabled.What is the likely cause? Is it because I’m on a trial plan?

WayForward AdventuresBeginner

asked in How Do I

Duplicate Stripe Order in Keap Max Classic

Does anyone know how to create a Zap that will duplicate a Stripe payment into Keap Max Classic? We use Keap to keep record of our financials, and it would be helpful to have any payments made in stripe be recorded in Keap!

Patrick.eminBeginner

asked in How Do I

I'd like to remove a substring and all following text from a string

Hi, I'd like to remove a substring and all following text from a string, so that for example "This is an example number one" and "This is an example number two" become "This is an example". I looked at the Formatter and regex expressions but to no avail. Thanks for your help.

asked in Code & Webhooks

How to get the JSON response from a URL?

I have this URL https://newmag.com.br/wp-json/wp/v2/media/6358which returns from that response I need to parse it and get figure URL in the fieldmedia details: full: source_url:https://newmag.com.br/wp-content/uploads/2022/06/Winona-Ryder.pngto feed into the next action and post it to Instagram.

asked in How Do I

My filter action doesn't see all of my Kajabi products

Hello community, I’m working on a clients project regarding connecting shopify to kajabiI have created the zaps and filiter, but I have a problem, in my filter action, zaps isn’t seeing all my products in kajabi, hence preventing my zaps from continuingAny InsightI have more than 30 products on shopify

ainBeginner

asked in How Do I

Why doesn't zapier allow connection to tiktok?

I want to put together a zap so that I receive TikTok notifications in ChatWork. Is there any way I can do this?

josephsultanBeginner

asked in Code & Webhooks

Intercom webhook when an event happen to a conversation

Hi Team! I will be so grateful if anyone can help me with this one!I would like to build an integration between Intercom and Google sheets, to be triggered when an SLA is missed in a conversation. My understanding is that the way here is through Webhook, can someone help me with where to start or how can i go about this one? I want that; 1) When an SLA is missed in a conversation2) The link of the conversation will be sent to google sheets new rowThanks!

teonettoBeginner

asked in Troubleshooting

Unable to create entry in module: Leads. Error : Invalid data for the field Phone. Detail : expected_data_type phone, maximum_length 30

Hi there, I’m trying to create a zap between Facebook Leads & Zoho CRM but I got a error message. I’ve sent the screenshot below.Does anybody can help me?

asked in How Do I

Unsubscribe from Mailerlite on email change in Google Sheet

I have setup a Zap between Google Sheet and MailerLite to create or update a subscriber in MailerLite on row update or creation in Google Sheet. However, since Milerlite subscribers are based on email address, if the email is update in the Google sheet it create’s a new subscriber in MailerLite rather than updating the existing subscriber and leaves the old email active (you end up with two records for the same person in MailerLite). How do you get it to either update the email address or delete the old address from Mailerlite? The unsubscribe Zap does not seem to work properly in this case.

asked in How Do I

Zapier not Recognizing Google Group in Shared Folder

I want zapier to add a new form submission in squarespace to an existing group in google. However, zapier will not pull up the group because it is in a shared folder. Is there a way that I can get zapier to recognize all of my groups including the one in the shared folder?

devp25Beginner

asked in How Do I

Get Meta_Data__ fields in WoCommerce for delivery date

We are using zap for Woocommerce to Xero invoice create.We have added Delivery date plugin that’s provides meta_data__Delivery Date: but while adding delivery date in create invoice due date from insert data shows no result found. Woocommerce is sending data in zap we can see in Data Out but its not showing in insert data.Please guide with: How to add custom meta_data fields/meta_fields in zep

asked in How Do I

Zapier + Kajabi + Third Party Payment

I am trying to set up an ebook for sale in Kajabi, but I do not want those who purchase to have to create a password and login. According to Kajabi support, there is no way to avoid this on their end to process the purchase. I am wondering if I can use a Zapier integration with a third party payment platform to bypass the prompt to create an account? (For context, I created the ebook as an offer with no product attached to it. It is set to send the buyer to a thank you landing page post-purchase, and has an automation email set up to deliver the ebook to their email address. The password prompt occurs before sending the buyer to the thank you page.Also - I am fine with students having to create an account, but if they’re not a student and just bought a PDF workbook, I think it's a terrible user experience to have to create a password, plus then if they return to the PDF resource it reminds them they've previously purchased it and prompts them to "take me there" to access it... at which

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