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I am automating gmails from a Google sheet but when I set up the Zap, the email sent has my ‘signature/sign-off’ in an attachment. I tried both plain & HTML settings in the Zap workflow but my normal email signature doesn’t appear correctly, except in an attachment. thankyou
I have a Zap in mind that requires use of the Jira Cloud search action on Key. That Key changes when a Jira ticket is moved to a different project, something that happens in my environment. I know that in Jira itself, when you search on an earlier key, the search returns the proper ticket - with the current key. My question is whether the search action in Zapier will do the same. I am itching to test but cannot just yet, so I thought I’d ask here in case anyone has tried this. Thanks in advance. Best regards,Alan
I’m trying to create a Zap that triggers on a new file in my Google Drive Public Folder. The test step seems to work during the create phase but nothing I seem to do will actually trigger the Zap after it’s turned on (ie: running the Zap manually after new files are uploaded to the folder).The same Zap using Dropbox works as expected.Any ideas? Thanks!
Question, I am keen to deploy zapier into my business, we are a law firm. I have an integration need whereby I would like to integrate a web solution called “Hoowla”, API info attached, sending data into Zapier and then from Zapier into Capsule CRM. https://hoowlawebhooks.herokuapp.com Can you help?
I’m trying to set up a Zap where I add a new row to Smartsheet, then a new document is created from a Google sheet template and the information is added to particular cells. If I were sending an entire row over it would be easy, but my issue is that I want to keep Smartsheet set up as a row/column system, and essentially fill in a form I have created using Google sheet with that information. At the end of each project, that form gets printed and signed by our company and the client. So the google sheet (form) really needs to maintain a professional face. I can’t just print a long row of information. So for every row, i would have a corresponding google sheet that is easier to read than a single row of information.I want to use Smartsheet because i can keep all of my projects organizes without flipping through the printed forms. Also Smartsheet allows me to set up date reminders so that I dont miss deadlines (which continues to happen when i just fill in the paper copy of the form.
My Shopify store is going to start selling products that come with promotional codes for some digital products. We have the promotional codes saved on Google Sheets (I know, I know, Google sheets is not a database… this is a temporary measure). Currently I have a way for if someone purchases qty:1 of SKU A, then my Zap will look up the first unassigned code on the sheet, enter the order number next to it, then send an email to the customer with the code. What I am struggling to figure out is how to have it so that if a customer order multiple copies of SKU A, they then get multiple unique codes. I’d like someone who orders qty: 3 of SKU A to get 3 unique codes from the sheet. Any ideas?
The data looks like following:Name: Leo, DylanAge: 20, 21Country: Canada, France I would like to split them by comma and add two rows into google sheet:Leo 20 CanadaDylan 21 FranceIt should also work when I have n set data separated by comma and add n rows to google sheet. How should I make it happen? Thanks.
Hi, I’m a Zapier newbie so thanks in advance if this is an easy one! I’m attempted to wire up Asana and PagerDuty. AFAICT the Zap is configured correctly. The source end can access Asana data, and the PagerDuty end was able to see the service integration when selecting the “integration key” for the service I wish to alert on. When I test the PagerDuty connection, however, I do not see any incidents being sent to PagerDuty. The Zapier test says status: success and that it sent the add_trigger_event too PagerDuty but it doesn’t appear to going through. Has anyone had experience wiring up PagerDuty? Thanks again! -James
I am having some trouble with updating a profile field in a HubSpot Zap. The field in question has a list of possible options and they need to be matched accurately to register as an update in the HubSpot system. One of those options has a comma in it. If I hand type in the text it works, if I select from the provided list it works, if I pull in a result from one of the previous steps with a comma and try to test it doesn’t and the error only reports the text before the comma.Here is a screenshot as an exampleCustom fields with commas are treated as line items.There is another community post with the same issue but the answer did not help in this situation. Using an alternate comma character or U+201A still presents me with the same error. Any ideas? Thanks,Nicholas
This may be a silly ask...We run a yard sign contest and until recently I've always saved a copy of the photo in a folder on my desktop.Trying to save on Google Drive in a folder and then when the file is added to a Drive folder, have the file name added to a spreadsheet.This makes picking a monthly winner easier.For some reason I cannot get this to work and am stumped.Is there anyone that can lend a hand?
I have a workflow in which I need to notify certain users via Slack when something happens. I have stored these slack user IDs in a global variable (using the Storage action). I can pull the slack user IDs just fine; when I test the Get Value action, the correct value is returned.However, when I set up a step to send a DM to the user via Slack, the step won’t let me continue to the test screen. The variable is clearly being pulled into the username field just fine, but the Continue button is grayed out. I tried setting the username to a direct reference to a username (using the To Username tab to select a user, rather than the Custom tab to pull in my variable). That works fine. If I do that, and then switch to Custom, pulling in my variable, it looks like it works fine and I can click the Continue button. But when I test, it’s sending to the directly-selected username, rather than the variable. If I click back on the Set Up Action section of the Slack step, I see the directly-selected
Hi there!I’m new to Zapier. To give you some context, I’m a reseller of software licences. Here’s my scenario: 1. A customer of mine buys a software product on my site with ThriveCart 2. I need to get a serial number for the software from the software vendor (here’s the tricky thing) 3. As soon as the vendor give me the licence #, I send an email to my customer Do you know how can I do this workflow with Zapier? I need to send some data to the vendor with infos like order#, invoice#, productType, quantity but I don’t know how ? A mail? A Webhook? A shared Google Spreadsheet?Then when I receive the licence number from the vendor I need to send it back to my customer automatically.What would be the easiest solution?Thanks for your advices.-Arnaud
I’m testing the free version of Zapier to see if I can use Smartsheet to create a draft scheduled social media post. Since I can only use a single-step Zap I’m limited to what I can test. There are four fields that I would like to connect:Social Channel to post on Copy for the post Set Status to “Draft” Set the scheduled date.EDITED: The last three are easy, but is there a way to choose between our four social accounts to post to when a new row is added?
Hi, I’ve created a zap which integrates Shopify new orders with Monday.com.Shopify Line Items has properties. I am finding it difficult to work with null values in the Line Items Properties array.Here’s how it looks: Line Items Properties Values:["M=P&L=153560&D=2020-12-18T14:00:00Z"], null, null, null, ["https://cdn.shopify.com/s/files/1/0499/9980/6623/uploads/4d061b54000c2b93edd371df2f8178aa.jpg"]I want to add a placeholder for null values so the order remains same for Line Items Properties values.Zapier ignores null values and output: ["M=P&L=153560&D=2020-12-18T14:00:00Z"],["https://cdn.shopify.com/s/files/1/0499/9980/6623/uploads/4d061b54000c2b93edd371df2f8178aa.jpg"]
We’re trying to build an integration that takes two custom objects (invoice & invoice line items) in SF and creates an Invoice & Line items in Quickbooks. I’m really struggling to figure out how to take all of the line items fro Salesforce and create them in Quickbooks. Everything I’ve read points to the Line Itemizer utility but it’s only creating a single line item in Quickbooks.
current software: Lead pages, mailer-lite and zapierHave a FB conversion ad not a lead ad for a free workshop, they go to Leadpages form, then the subscriber gets added into my mailerlite CRM, then into a group. Doesn’t work. When a subscriber clicks on ad and submits form, I just get a email from leadpages that lead@email submitted opted in form. the subscriber doesn’t added into my mailer-lite account.Does anyone know how to get this process done? I’m currently paying for upgrade to Zapier for premium zaps for FB leads, Do I need this? thanks in advance.Cinfy
When using Google Calendar as the output Zap, one of the fields is Colour. It wants a number which corresponds to one of the available calendar colours. Wondering if there is a list somewhere showing which number maps to which colour?It seems that it’s looking for a single digit number which maps to one of a limited menu of available colours, not the hex code or any kind of direct colour colour identifier.
Hi, @nicksimard I have a requirement .. when a any user goes to my Facebook page and sends a message thru messenger… I want to capture the message details like user first name, last name, email etc. and create a contact in Salesforce using Zapper workflow. But when I am trying to connect to messenger app in Zappier.. I am getting the following error message. What should I do to fix the issue please ? Any help will be appreciated. Thanks so much. Error Message# (#100) Object does not exist, cannot be loaded due to missing permission or reviewable feature, or does not support this operation. This endpoint requires the 'pages_read_engagement' permission or the 'Page Public Content Access' feature or the 'P... Hide details (#100) Object does not exist, cannot be loaded due to missing permission or reviewable feature, or does not support this operation. This endpoint requires the 'pages_read_engagement' permission or the 'Page Public Content Access' feature or the 'Page Public Metadata Acc
Hey,We are using a Zap to send us a message into a Discord channel which functions alright. The only problem is that it does not send data with it. For example in the form we want filled out you have to enter your name. In the message text it will then show ass “name: no data” to select from. In the end when Zappier sends a message to Discord there is nothing at the place the name should be.What could be done to solve this issue?
I have a client looking to have some automated email that tells them how many tasks they’ve used that day. Their pain point is that they’ll log into their zapier account once every few weeks and sometimes will see that their task usage is almost up. Does anyone know if I can do this or infer this data from some other integration?
Two requests I am working on for my employer.First, I would like have the data from the Wufoo forms automatically sent to staff at our center. Currently, I have to login and download the csv or excel file and email to the front desk and accounting. I have contacted Wufoo directly and they do not provide this service.Second request was to find a way to automatically add names from donors to the website after they donate online via Wufoo.
I am getting repeated reconnect messages from a Wordpress connection.I have the site connected and data is flowing. Then I get e reconnect notification after between 2 minutes and 3 days! Something it will not reconnect. Other times to reconnects immediately.Is there a WP setting somewhere?Thanks
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