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Hi thereI have seen a version of this question here and tried the Utilities Formatter with limited success. My squarespace form has several fields and one field that is a “select” field with three options. I am trying to map it to a custom opportunity field in Salesforce with the same with three picklist options. I have created a lookup key and a lookup table with 3 options. When the Zap tests itself it creates an option one opportunity in Salesforce. When I test it in real time with the actual squarespace form and choose option two it it creates an opportunity with the fallback value instead of option two.That seems to indicate anything besides option one isn’t recognized. Ideas? thanks for your help~
Hi I have tried and tried reading and following guides but cant get there,I have a google sheet in each row is an invoice request with Name | email | Product 1 (quantity) | Product 2 (quantity) | Product 3 (quantity)| unique id | telephone numberI Have made it pull single line items into Xero ie pulls product 1 and match in Xero with product and as such I get a single line invoice that is correct but I cannot seem to do this for all the products requested ie multi line invoice.The google sheet does not have prices I need to link this as I have done on single line to the products in Xero Any help would be great
We use Trello for design project tracking. When we have a proof ready for a customer, we drop the file on the Trello card, Butler automatically moves it to the “Proof Ready” list. Then Zapier takes over and sends the proof to the customer. The next step in the Zap moves the Trello card from the Proof Ready list to the Proof Sent list. It also updates the custom field, “Proof Sent” with the current date and time. There is also a custom field designed to track the number of times a proof has been sent. To explain, if a customer hasn’t responded to the proof within 2 days, Butler is set up to automatically move the card into the “Proof Ready” list - that way Zapier sends the proof again. I don’t want to continuously send proofs, so, I have a custom numeric field set up as a counter so that Butler won’t repeat the process more than 3 times. However, I can’t figure out how to make Zapier update the custom field by 1 when it runs. Any suggestions?
Hello everyone,I am looking for a process to retrieve data from a CSV that I receive every week by email.I automatically receive this file by email and it has 34 columns.Only 5 are useful for me.However the file is over 250kb and therefore I cannot format with zapier my file.The idea is that I can recover only the good columns to lighten the file but I did not find any process.Any ideas for a process? Here is my process so far:Find new attachment (Gmail) --> Upload to google driveNew Google sheet in a Google drive --> Create Spreadsheet Row(s) in Google Sheets I tried several different processes but none worked...
Hi Community, I am trying to automate creating a Linkedin Matched Audience (using the Linkedin Matched Audience integration) - but I cannot see an appropriate action to this do.I’ve tried the Linkedin Matched Audience integration - but it seems I can only add audience members by “Email” address.In Linkedin Campaign manager it is is possible to create an audience by uploading a CSV file containing the Company Name (the company that an employee works for), as well as the company website, linkedin URL, country etc.E.g. “Joe Bloggs Limited, jobbloggs.com, linkedin.com/joebloggs, UK”Is it possible to add an Action to achieve this? Can I extend the existing Linkedin Audience integration to include this functionality (e.g. contribute to it?)The ultimate goal is to “programmatically” create these audiences from within my app. Unfortunately I cannot use the Linkedin API directly - hence why I would like to use Zapier to achieve the goal. Thanks!
Hi, I've already sent an email to the support but maybe I'm missing something.I've a Zap that is triggered for any update on a Order in Booqable integration. And at the beginning (first step) is a filter that let continue or not. What I'm seeing is that the trigger or the filter (not passing) is counting as task against my monthly quota.Here is my Zap as my first step (after the trigger that is NOT counted like is mentioned here: https://help.zapier.com/hc/en-us/articles/8495906379405-How-are-tasks-counted-in-filters-Here is the beginning of the Zap: Here is my Zaps Runs History: You can see that the "Delete Venda (Sale) no CA" has almost all the 2K tasks counts. But 99,99% of those don't pass the first filter and it's stopped. Either way is counting as tasks against my quota and should not.Am I missing something?Regards,
Hi, I’m new to Zapier and was wondering why I can’t seem to be able to connect my TeamUp account. I’ve connected other apps with no problems but TeamUp gives me no option to log in and clicking ‘authorize’ just makes ‘this field is required’ pop up, but there’s no field to fill in! Any help would be appreciated, thanks :)
Error: Failed to create a prospect in Pardot Could not create prospect: Invalid prospect email address. Error code: 4
Hello Zapier Community,We are using Zapier for LinkedIn Lead Ads and are running into an issue with Pardot not recognizing our custom “work email” field in the Zap workflow. Our Zap produces the following error.Failed to create a prospect in PardotCould not create prospect: Invalid prospect email address. Error code: 4 Anyone run into this issue?
Authentication error: Reconnect your Drupal account to Zapier and enter a username/password that has an "Administrator" role in Drupal.
Hello, I have a new Drupal 8 with JSON:API enabled plus admin role. I have tried to connect many times with admin role. DOes Drupal work with Zapier? authentication failed: The username/password entered does not have access to this site. Please reconnect your Drupal account to Zapier and enter a username/password that has an "Administrator" role in Drupal.
Hello, when i got an email in gmail with an attachment contains XML (with my shopify order details) i want to send that XML to a hungarian invoicing system to make the invoice automatically. It took me some time but i managed to make the xml to work in POSTMAN, but i just can’t make it work in Zapier.Its the same file in the mail and in the postman.I tried attaching the file where the files should be attached, but the invoicing system didnt accept it, i think because it couldnt read it’s name.Few things might be important to mention:1.: I am not sure the cookies are fine, but i dont think thats the problem2.: The invoicing system API documentation say this: The request must be “multiform/form-data” type and must contain one file with the name action-xmlagentxmlfileIf someone want to read more about it , its here: https://docs.szamlazz.hu/#post-requestI attached photos so you can see what i did in postman and what i did in zapier. Thank you for your help!
We currently have UTM parameters captured in WPforms using hidden value fields. The fields populate fine and show in the entries on the website. However, when connecting the module in Zap to pass to ZohoCRM, all fields show except for the hidden fields. Anyone else have this issue and how did you resolve?
I´m trying to use Zappier to extract the information of some emails into a Google Spreadsheet. The idea is to import all data (date, recipient email, subjet, text) from the emails that have one specific LABEL into GMAIL. But it is not working well (some emails are imported and some aren´t).
Hi! We are trying to push the information that we are receiving in Google sheets two different directions. (If they say yes I want them to go into one group in Agency elephant, if they say no I want them to be zapped into another)
I have a zap from Salesforce to TalentLMS (a learning platform) where I am sending an outbound message with a number of fields. I added a new custom field to what is zapped over (in the outbound message), but when I go to the zap in the setup action step, I’m unable to find that field. It has been a week since I added the field in SF, so don’t think it is an issue of a lag. And other SF custom fields are being ported over successfully to TalentLMS. Any ideas what I’ve done wrong or where I should be looking? Thanks!
We are working on one marketplace. Lets call it www.xyz.com.Marketplace have lots of sellers who work on services like SEO or Designing etc.. and it has buyers who purchase those services. There are sellers who are well knows and working on many services with the help of their own team. To make their life easy, We want to provide them with integration of Asana, Slack and many more things that can help them to organize and scale better. As per my basic understanding, If seller create a webhook in his zapier account and provider xyz.com with webhook url to hit on specific action, We can implement this feature but I think the flow will be more tedious for seller and all of them might not be able to configure zapier easily. I want a solution where each seller don’t have to create webhooks of own their own but as an owner of xyz.com I can give them some way that they can configure things in xyz.com and do the integration of their slack and asana from xyz.com. Is there a way possible for
I created a Zap to make a starred Gmail into a row in a Google Tables table that I created. The date is a text field, in the format: Tue, 25 Oct 2022 16:57:27 -0400 (EDT). So the coumn sorts in alphabetical order rather than chronologically in the table. Looking for ideas to fix this - probably with a new column and a bot. Thanks in advance
Hello, I’m trying to set up Zapier to publish my Strava runs into a database in Notion, but I cannot seem to find a way to edit the page “icon” field, the enclosed picture is what I see after I edit the available fields in the “Test Action” phase of creating a Zap. Is there any way to still edit these fields before the Zap is carried out ? Thanks in advance !
Hi, I have a zap with the trigger “New Pushed Message” from slack but when I click in “push to zapier” in Slack nothing happens. It was working fine a few weeks ago. If I disable the zap, Slack says “There are no workflows (Zaps) using the "New Pushed Message" so I understand that Slack understand that there is a trigger enabled but it is not showing the modal to push a message.
Zapier says I have used 103 of 100 tasks available. I don’t see any successful syncing activity in my history on either Zapier or the target. I did do a test and was pleased that the text I asked be placed in the note field was indeed placed but now how to govern the the task limitation? Even if I was on the first tier of their paid platform I don’t think I have enough tasks to process all all my contacts.I use Contacts+ to maintain contacts. I would like to create an entry in Contacts+ and have that entry create an entry in my Realvolve CRM. I have 4058 contacts. How many tasks will be used for these two zaps to work properly? I have 1 trigger and 1 action in each zap. What is considered a task in a zap?