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21759 Topics

C
cnforrestNew
posted in How Do I

Integrations for clock-in apps and geofencing alters for employers to track field workers

Hi! Are there any integrations or work arounds for automating geofencing alerts that are sent to employers to track and document where field workers are when they clock-in? Thanks so much for any help and recommendations!

1
christina.d
1 year ago
W
wishstrBeginner
asked in How Do I

Transfer Google Form checkbox/dropdownlist to SignNow PDF

Hi, I have a form with checkboxes. I also tried downdown list but the answer will be the same one of them selected. Say 3 checkboxes.Next I want to fill a PDF, and select the same checkbox from the form on the PDF.I thought of using zapier formatter, transform or utilities etc. but can’t figure how to say if checkbox 1 on the google form is selected, set YES to the checkbox A on the PDF etc. Basically mirror the checkbox selection from the form on the PDF.

4
U
1 year ago
S
shaiyaBeginner
asked in How Do I

Zoom meeting reminders for registered

Hello everyone. I’m new on Zapier,I’m searching a way to send mail reminders to my Zoom registered participants, 20 min before my Zoom meetings start . For now still haven’t find how to … I tried to use Mailchimp and Google calendar but failed…Could someone knows how to do ? Thanks

7
S
1 year ago
C
CBFinleyNew
asked in Troubleshooting

I'm getting an error message about not having a location when creating a post in Google My Business.

I am trying to complete a zap from Facebook pages to Google My Business. For any new post in Facebook pages, create a post in GMB. But I keep getting an error message about not having a location. There is no choice for a location. What should be put in the step location? What can I do to continue?

10
christina.d
1 year ago
J
JoeSquareNew
asked in Troubleshooting

502 error on Google Calendar to ClickUp template

I’ve setup up the template “Create ClickUp tasks from Google Calendar events”, I’ve selected the calendar, ClickUp account and filled out all required fields. When I test it I get a 502 error. When I click “Troubleshoot error” I get a guide that says “Status Code 400 Bad Request” note from the guide, which doesn’t seem to apply to the problem. Also, is there any way to pass a space and folder value from the calendar event, rather than preselecting it in the Zap? Otherwise it can only create an event in a predetermined folder and space.Any help is appreciated. 

2
chanelle
1 year ago
K
KittyCBeginner
asked in Troubleshooting

Discord Pings have stopped working?

Omg I messed the the title and can’t change it now - it’s discord PINGS have stopped workingI’ve been using Zapier to send notifications to my Discord server for I think over a year now, and I use @here and @everyone tags to get everyones attention. In the last while, the notifications have stopped pinging people. The tag still shows it like it has tagged everyone, but it’s not highlighted and it’s not making a noise for anyone: I’ve tried checking permissions and checking the tips for formatting, but everything seems to be as it should be? The bot has premission ot @ mention everyone, so I’m not sure what the issue is. I feel like something must have changed with either discord or zapier in the past few months for this to stop.Some screenshots of my integration: 

4
Danvers
1 year ago
R
RodrigoNew
asked in How Do I

How to post Jira comments as Chatter post in Salesforce?

Hi,I need to post Jira issue comments as Chatter posts in Salesforce.I’m using Jira Software Cloud.To do that I created a new zap that triggers when a Jira issue is updated, but I can’t find the comment as a field within the list provided.Is there a way to capture a new Jira comment to post it as a Chatter post?  Thank you!

4
P
3 days ago
P
PREMBeginner
posted in How Do I

Instagram carousel is possible with Instagram Graph API

Hello Zapers! I hope all are doing good. I am new member here in the community but i am using zapier since last 3 years. I have found some unanswered or unsolved questions about instagram carousel possibilities. It is possible since new api release by meta in May 2022. A series of HTTP post can make a carousel post from range of URL in Google sheets, cloud storage, Airtable or more.

0
P
1 year ago
E
EllenCoomberNew
asked in How Do I

How do I record the course start date to a date field in Mailchimp when someone buys my course?

Hi everyone.. How do I create a Zap so that when someone is tagged in Mailchimp (they’ve bought a course) I can add a specific date of my choosing (course start date) to a date field in Mailchimp?This would then trigger an automation so that people get sent emails about the course based on the course date rather than when they bought it!If anyone knows how to set that up in mC too that would be great!  My brain is spinning trying to understand all the help documents! ThanksEllen

2
Rachael S
1 year ago
V
vixximarketingNew
asked in Troubleshooting

Zap for Facebook Lead Form doesn't show all fields after test lead

I have multiple zaps running for a Facebook lead form with additional questions add (such as “tell us more about your work experience”) I experiences multiple times that not all the fields are synced when I pull a test lead. Therefore I can not create a zap with all the information in the lead form… It shows me most of the fields, but often 1 field is missing…. I tried waiting a couple days to pull a new lead, and it does pull a new test lead, however still missing that field. The other questions are display, except 1…What to do? 

1
Danvers
1 year ago
R
Raymond - The Talent instituteBeginner
asked in How Do I

Filter list of emailadresses to send mail to

Goodmorning!  Recently started using Zapier for automating our workflows; already love all the possibilities it gives and the time it saves us 🙂 Using it has been really straightforward, however now I'm encountering a small hiccup I can't seem to fix on my own.  What I try to do: After an event ends in Google Calendar, I want to send an email only to certain attendees of the Google Calendar event. So, I want to filter who to send emails to (e.g. only people whose mail adres ends with @thetalentinstitute.nl. That way our external trainers, who are also invited to the Calendar event, will not be bothered with our mails). I already tried the filter function and the Formatter tool, but can't seem to get the right result.  Hope you guys can help me out! 

3
R
1 year ago
B
bali-chrisNew
asked in How Do I

WooCommerce order to Stripe: how to set the currency?

I there!I would like to create an invoice in Stripe when an order is created in Woocommerce. But it looks like Stripe doesn’t support the currency field from WooCommerce. Shouldn’t it work with Metadata? We take orders in multiple currencies, so we cannot use the default currency of our stripe account.Looking forward to your input. Kind Regards,Chris

8
Danvers
1 year ago
S
Story LockerNew
asked in How Do I

Order Confirmation Code - Verification, then continue

Hi, I’m trying to complete a workflow, and I’m not sure if this is possible with the help of Zapier.I’m trying to create a “confirm order code” to continue. There needs to be a few steps; Customer scans QR code that they receive either on a physical voucher or email Opens up an “Onboarding Form” on Jotform URL within the QR code I need to look up the order code on a “Database of Sales” (Google Sheets), if the code matches, continue If it doesn’t match, error code shows I then need the form to look up the completed entries of the “Onboarding Form” (Google Sheets) to check that the code hasn’t been claimed already If it can’t find the code, continue, if it does, error code shows If the code matches and the code hasn’t been claimed, I’d then like the “Onboarding Form” to be pre-filled using the entry from the “Database of Sales” which I know how to do with shortening of the URL with Zapier Is this possible? Open to suggestion of other apps if there is something I’m missing!

6
christina.d
1 year ago
K
KarolineNew
asked in Troubleshooting

Clickfunnel actual contact within a new funnel

Hello! I have ran into a problem.I have created a zap between Clickfunnels to mailerlite I wanted this Zap to send whoever contact (not only to the new contact) my lead magnet.An “old contact” within my clickfunnel have requested this new lead magnet.I see her request within C/FThen, the email is not getting past Zap cause she ain’t a “new contact activity”I have tested aother and same problem. The point is: if they want the LM they will search throught their email and I have more chance of beeing whitelisted for the following workflow.  The problem come (I think) from the drop down choice when creating a zap: new contact activity new purchase choice #3 (not relevant at this point)I would like “new AND old contact activity” to get my lead magnet. am I doing something wrong?Did anyone ever ran into this kind of problem? thanks! 😊  

4
Rachael S
1 year ago
D
danielfrBeginner
asked in How Do I

Trigger Event for When All Emails Are Read (Office 365 and Luxafor)

I have a simple goal: I want to turn on a busylight device (basically an LED light) when a new email is received to signal people to check the computer for the new email.For that, I have a simple Zap connecting to my Office 365 account and triggering an email event on “New Email”. The event is processed via Luxafor which turns on busylight to Red Color. With that, the Busylight turns red when a new email is received. So far so good. But obviously I want it to change color (i.e. switch to no color) again when the email is read. This is where I’m stuck. I don’t find a way to send an event for “when all new emails have been read” or similar.The only solution I found so far is to only flash the light for some seconds when a new email is received and then stop flashing but it’s not really what I want because potentially people miss the flashing event.Am I missing something or is this impossible?

4
D
1 year ago
T
The Fun FunderNew
asked in How Do I

App Unavailable?

The CRM I use is called Total Expert. On the Total Expert site, they provide instructions on how to integrate the two, but when I look in the Zap Apps, Total Expert is not available. Im wondering how to connect these and also trying to figure out why it appears to be available on the Total Expert side, but is not in the Zapier list of apps?Thanks!

1
Troy Tessalone
1 year ago
Z
zapworkerNew
asked in Troubleshooting

OneDrive Error: "The app returned "Resource not found for the segment' root: XXXXXXXXXXXXXXX'."."

So, I am having trouble creating a folder structure in OneDrive I think I need to know what ID to use for the subfolder that I am creating. Please see the below scenario. Email w/ new attachment comes into gmail The next step is finding a folder in onedrive if it does not exist create. parent folder is candidate and the folder it is looking for is fghij (this works great I can create this folder every time) Create a subfolder named 01234 for the parent folder I am using the custom field “parent reference ID” and the name of the folder I am using 01234The error I am getting is “The app returned "Resource not found for the segment 'root:XXXXXXXXXXXXXXX'.".”From the research I have done I definitely need to use an ID on the third step because the folder in step 2 does not exist until the zap runs and there is no way to specify this folder.Please let me know if you need more information.Thanks!

2
christina.d
1 year ago
J
JohannaNew
asked in Troubleshooting

Freshdesk empty values

Hi,I want to integrate Freshdesk tickets/ contacts into Active Campaign. However when i take “ticket created” as a trigger start, it does not send along the Requester E-Mail, which is definitely not Null nor empty.  Anyone having the same problems? Thanks,JOhanna 

2
chanelle
1 year ago
B
brilliantpromoterBeginner
asked in Code & Webhooks

Unable to append text in Google Document

I have a 2 step form in my application. I created 2 webhooks first one is called when user fill step 1 form. My web hook creates a folder and inside the created folder it creates a google document and add the data user filled on step 1.When user fill the data in step 2 I am initiating webhook 2 which find the folder and under that folder, I want to append the data of step 2 in the document which was created in step 1. But every time I am getting “File not found error”. However I am able to create separate file in same folder for step 2 data. 

2
Rachael S
1 year ago
1
1bird2Beginner
asked in Troubleshooting

multiple office 365 accounts and Zapier workflows

I currently have a Zapier free account.  I have a successful Zap between a google account (G1) and an office 365 account (O1).  My zap executes when a calendar event is created in G1 and then creates an event in calendar for account O1.What I want to do is the same idea, between O1 to another Office 365 account (O2), i.e when an event is detected in calendar of account O1, I want an event created in Office 365 account O2.However, I cannot seem to connect Zapier to the O2 account.  When I build the Zap workflow, in step 2 and try to connect to the O2 account (type in a valid O365 account name (some-name@somedomain.net), Zapier just connects to my O365 O1 account and I see a 2nd active connection.Is this a limitation of the free plan or a limitation of Zapier?  Not seeing any thing in help documentation.Thanks in advance! 

7
christina.d
1 year ago
D
Dani_picoNew
asked in How Do I

Adding a deal in a specific Hubspot pipeline from an Airtable row

Hi There,  I am trying to set up a zap that creates deals in Hubspot from rows in Airtable. My question is - is there any way to have the deals go into different pipelines?  For example, if I have an inbound who is an enterprise client and another inbound who is a start-up can I have one row trigger to build a deal in the enterprise pipeline and another trigger to build a deal in a start-up pipeline? does anyone know how to properly set this up?  Thank you! 

2
chanelle
1 year ago
M
metaguiseNew
posted in Troubleshooting

Instagram + Zoho crm integration with Zapier problem

I want to connect my Instagram for business  with zoho crm for tracking lead by using Zapier but getting this error : Failed to create a create authorization (legacy) in ZapierThe app returned "Missing account_id key.".Please assist further for integration 

0
M
1 year ago
C
champdennisBeginner
asked in Troubleshooting

Error: Failed to create a subscription in Chargebee. The app returned "id: The value #Test is already present."

Hi all,I’m facing a problem where I want Zapier to go through this flow:AirTable record modified Filtered by Status: Pending Payment Search for existing customer in AT Create a new customer profile on ChargeBee if the above is false Create a new subscription on ChargeBee Here is where my problem lies, ChargeBee receives the information and creates a customer.But when it attempts to create a new subscription on ChargeBee, it tells me that the Customer ID already exists.I am using ChargeBee 2.0, so it is supposed to find an existing customer to create a subscription to tag onto.This is a problem for me because the same Lead can have multiple subscriptions.Help would be greatly appreciated.Thank you

5
Troy Tessalone
1 year ago
G
gktBeginner
asked in How Do I

Daily CSV export of form submissions

I have a Webflow site, with a form. Customers fill out the form to request brochures, and those requests come through (individually) via email. However, I would like the requests to come through each day as a CSV file, containing all the form submissions in the previous 24 hours. Is this possible with Zapier? If so, what would be the best way to achieve this. Many thanks ~ G

5
G
1 year ago
R
RyautomatorBeginner
asked in Code & Webhooks

Still can't set individual user permissions in Google Drive?

Sad to see that after 2 years, no apparent progress has been made on this: The “Google Drive - Add File Sharing Preference” action still does not allow setting permissions for specific users.Can’t do an API call using “Custom Request in Webhooks” either because it only supports basic auth, but Google Drive requires OAuth.Why has nothing been done to address this in 2 years?Does anyone know of a workaround that isn’t a nightmare to setup & maintain?

6
MohSwellam
1 year ago

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