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17359 Topics

R
RobertMTBeginner
asked in How Do I

Creating Referral Partner Tracking in Infusionsoft

Has anyone tried to do set the Referral Partner Tracking in Infusionsoft and if so, how did you accomplish that?   Thanks, Robert.

2
R
3 years ago
N
nsmoradoNew
asked in How Do I

Problem with missing field data

Hi guys, I'm new to using Zapier, and I'm trying to automate the following process: A new task was added on TeamWork Projects (trigger) A new ticket will then be created on Freshdesk (action) My problem is in setting up the ticket creation, it asks for the email of the requester/user, a required field. However, TW does not have the data for it. Even if I added a custom field on the Task for the email, it doesn't show up on the info selections presented by TW. It would pose no problem if only one person is assigned to add tasks on TeamWork. However, that is not the case as different team members can also add tasks on a project. Is there a way on how to input the required email without actually typing it out on Zap editor?Ticket Creation

2
nicksimard
Community Manager
2 years ago
D
deliverymanNew
asked in How Do I

Zapier Delay: I dont want the same zap to run again for another 2 hours

Hey! Im making a zap that alerts people when new availibility happens. Everytime there is availibility a Slack message is sent and then I notify customers by Twillio. However, when there is an availibility, the slack messages happens every 5 minutes until availibility is gone.  Sometimes this could be an hour and it sends about 30 text messages to customers.  How can i limit the texts to twice per day?  Will Zapier Delay feature work for this?   I hope this is clear - if not please, i can answer questions. I urgently need to fix this!!

2
Danvers
Community Manager
3 years ago
T
theoc007Beginner
asked in How Do I

attempting to add a filter

I need the zap to only trigger when I add data to the "Examfx Voucher Sent" cell into a particular row. This way when its time to send the email, I want to be able add "yes" or the "date" to the spreadsheet. so my zaps will then trigger. I dont want them to trigger until that time. I have tried using a filter, as shown below, but its not working..  any ideas??? Please Help :)

2
T
3 years ago
J
jstout841Beginner
asked in How Do I

How should my webhook payload be formatted to leverage line item support?

I have payload being sent to Zapier which is currently formatted as an array of objects. A very simplified version: [{"id":"asdf1234", "title":"asdf"},{"id":"asdf1235", "title":"fdsa"}] If I send this as-is to Zapier Webhook trigger, it’s being split and parsed individually (thereby using up more tasks since each object in the array triggers the zap). Is there a way to format this (I have complete control over the input) so that Zapier parses it in one big payload, but each object as a line item? Ultimately, I want to pass the data to Google Sheets, utilizing the line-item support of those actions. I’ve tried nesting the array within another object, but that wreck’s Zapier’s parsing causing the array to become one long string. Thanks!!

2
J
3 years ago
R
RefeeshBeginner
asked in How Do I

How can i get my last year task history

Hi, My last year task history is missing in the Zapier, currently it is available only from march 2020. Please advice.

2
AndrewJDavison_Luhhu
3 years ago
J
jackfBeginner
asked in How Do I

Sendinblue fields not found when setting up trigger

Hi, I am trying to configure a Zap to trigger when a new contact is added to a Sendinblue email list. In my trigger, I can connect the Sendinblue app, select the list I want, fetch a sample record, but I cannot see all the field associated with that record. The only fields that are pulled in are: allow listed: 0 email: xxx@xxx.com id: 12345678 listid: 11 last_modified: 2020-04-09 14:17:46 allow listed_sms: 0 There are many other fields that exist in Sendinblue that are not pulled in (e.g. first_name, last_name etc.) Because they are not pulled in here, I cannot use them in my output step (sending an email using the Zapier email app). Any help would be most appreciated! Thanks, Jack

2
J
3 years ago
D
DanielknBeginner
asked in How Do I

Leadform to launch27

Hi, I’m new to this, im sorry about stupid question. I’m trying to catch data from leadform: Email and dropdown where they can select building size (house cleaning) The data needs to be sent to my launch27 bookingform. I thought webhooks would work and autofill the dropdown data from leadform to bookingform, but it does not work. launch27 is trigger only, is there a way to make these two forms connected?  

2
D
3 years ago
C
cinzielloNew
asked in How Do I

Failed test with facebook lead ads to clicksend

I am using facebook lead ads as a trigger, however my advertisement has not been approved yet by facebook due to a problem in the copywriting, so I think it might be the problem. However I tried the test anyway and I linked my trigger (facebook lead ad) with clicksend in order to receive the leads suddently on the phone. But zapier show me this problem :  “We had trouble sending your test through. At least one message failed to send.” What this problem can be related to ?   Thank you, Matteo

2
nicksimard
Community Manager
2 years ago
I
IvanShNew
asked in How Do I

Synchronizing of Google Sheet and Hubspot Deals

I have several deals in Google sheet and same deals (same ID) in Hubspot. Can I update all deals in Hubspot that were updated in Google sheet by using only one Zap?  Or I have to create Zap for each Deal (row in the sheet)?

2
nicksimard
Community Manager
2 years ago
T
TheStyleCounselBeginner
asked in How Do I

Updating one google sheet based on content in another.

I have a google sheet that I use to record all the edited images I edit for a client. Column A - on my sheet - is the image name and looks like.  G9466-02.jpg G9466.jpg G10102-02.jpg G11076-02-2.jpg   The client shares their google sheet with me and their column A ( Stock Number) looks like this G9466 R8799 G10102 G11076   What I need the Zap to do is when I update my Column A each day with the completed work, that it goes to their sheet’s “Stock Numbers- column A” look to see if anything on my list matches anything on any of their sheets’ column A ( they have multiple sheet in the workbook ( do I need a zap for each sheet?)  Then I want it to place a X in the row of that item in the “edited” column F.    My Row headers  Edited file name Date Completed Invoiced Paid POSTED   Their Row Headers STOCK Number DATE PRICE DESCRIPTION PHOTO TAKEN EDITED INVENTORY ON WEB ON INSTAGRAM NOTES                   X                                  

2
T
3 years ago
J
jonmcsavageNew
asked in How Do I

Mailchimp form to Google Sheer: checkboxes and drop down menus

Hi all,  I am zapping info from a Mailchimp submission form to a Google sheet and I can’t figure out how to pull info from the checkboxes or dropdown menus. Is this possible? Thanks so much! J

2
nicksimard
Community Manager
2 years ago
E
elandau14Beginner
asked in How Do I

Mailchimp add/update subscriber for specific Groups/"interests"

I’m trying to set up an integration from Mailchimp to the Copper CRM. Our Mailchimp is organized with one master Audience and then several Groups (also referred to as “interests” in some Mailchimp docs). I would like to trigger different parameters in the integration depending on the Group(s) that the user belongs to. For example: we have a Mailchimp Group for customers, and another for our blog subscribers. When syncing users from Mailchimp to Copper, I would like to assign users in the “customers” Group with the Copper “type” field as = “customer”, while assigning users in the “blog” Group to the Copper type = “blog subscriber”.  It appears that with the current Mailchimp—>Copper integration, I can only select Mailchimp users based on Audience, and not Group. Is this true? Is there any workaround for this problem? Thanks! 

2
E
3 years ago
B
btpNew
asked in How Do I

Schedule a step to be triggered on "The First Tuesday of the Month" or "The third Tuesday of the month"

Hi I have a couple of tasks I need to set up that should appear on my Teamwork list i.e every first Tuesday, third Tuesday, fourth Thursday, and fourth Saturday of the month. I’m not sure what Zapier apps to use for these. Any help would be greatly appreciated. Thanks!

2
steph.n
3 years ago
M
Melinda StartupActionNew
asked in How Do I

Kartra Scheduled meeting delayed by 4 min

Dear all, I created a zap that connects my Calendly and Kartra account.  The client books a meeting on Calendly:  Then an account is created in Kartra containing the Email address, name, etc and it assigns an ID to this oauclient. After that, the zap creates a booking in Kartra’s calendar. However, as it can be seen on the image below the time is delayed by 4 minutes. I checked the data out from Calendly and the data in Kartra and the 4 min are not appearing on the booking time. If you have any idea where this is coming from.

2
nicksimard
Community Manager
2 years ago
jtoeman
jtoemanBeginner
asked in How Do I

Use spreadsheet to schedule SMS/event?

Hi. I’m trying to do a zap (noob user here!) wherein a specific column has a date/time, and I’d like to use that time to trigger an event. I can’t figure out how to *read* the data from the column and use it as the trigger. Any pointers would be great, thanks!

2
jtoeman
3 years ago
J
JimKeen
asked in How Do I

How long for FB lead gen to reach CRM

Hi - I’ve set up my first Facebook ad (in review) and attached my first Zapier connecting to MailerLite CRM. Followed the instructions, tested it using Facebook for developers. Got Status success and HTTP code 200. Its been an hour and the email hasn't arrived in my MailerLite group yet - how long should it take? Thanks!

2
Danvers
Community Manager
3 years ago
S
shaebertBeginner
asked in How Do I

How to create a workflow that sends a calendar appointment to accept/decline

Hello,  We use Eventbrite for event registration, but their confirmation email/system is not the best for webinars.  After someone registers for our webinar event in EventBrite, I want it to trigger a zap that will invite the person to registered to a calendar appointment that includes the link to the webinar when it is time to join.  I’d like people to get a notification similar to the attachment.  What app could help provide this?

2
Danvers
Community Manager
3 years ago
L
LuisNNew
asked in How Do I

Type of plan required to create API keys

Hello I am trying to integrate an app called Sig Parser with our CRM system. However, when trying to configure the integration within the Zap I have an issue. On step 1, when I attempt to connect to Zip Parser, I am advised that my Zapier plan doesn’t allow for the generation of API keys, and that I need to upgrade for it to work. Can anyone advise what plan(s) is required? Thanks Luis

2
nicksimard
Community Manager
2 years ago
S
Simon TurkasNew
asked in How Do I

Eventbrite to Mailchimp - Customise subscriber

Hi all,  I’ve setup a Zap between Eventbrite and Mailchimp.  When someone registers for an event (https://www.eventbrite.co.uk/e/virtual-island-summit-2020-tickets-101218031858?aff=ebdssbeac), they then get added to a Mailchimp mailing list with the Zap.  The issue I’m having is with the Organisation and Country fields in the Add/Update Subscriber in Mailchimp. For Organisation it says “This is merge field "MMERGE5" in your MailChimp audience's setup.” and for Country it says: “This is merge field "MMERGE6" in your MailChimp audience's setup.”.  I’m not sure what to enter into these fields so that this information comes through automatically from the Eventbrite registration to the Mailchimp mailing list, using the Zap.  Thanks in advance! Simon

2
nicksimard
Community Manager
2 years ago
K
kstammBeginner
asked in How Do I

Flattening or convert multi line input into a single line

Hi All   I have a multi-line input that I need to convert or flatten to a single line for use in a different field.  I would need to adda space at least between each line for the output to make sense though. I thought the formatter > Text action would have something, but none of the options seemed to be what I needed.  Any thoughts on how to accomplish this? 

2
K
3 years ago
D
Dlewis1212Beginner
asked in How Do I

Field created in Zapier Email Parser not showing up on Zaps

I am new to email parsing and hopefully someone can help me out with this. I receive a copy of an email that I mail out to clients with another software program.  I set up an email parse using Zapier to extract information from that email. I extracted the “Subject Line” and the “Email Recipient” fields so I can create another zap.  I named the “Email Recipient” extracted field “client-email”.   The  “Client-Email” field  shows up in the body of the parsed email when I manually forward the email to the Zapier mailbox.  Which is how I was able to create the field that needed.   However, when I set up the emails to automatically forward to the Zapier inbox, the “Client-Email” field is missing from the body in the Zapier Mailbox.   When creating a zap, the subject line, email recipient (which is where the Zapier mailbox name address is) show up when I creating a zap, but not the  “Client-Email” field even though I parsed it. How can I get my  “Client-Email” field to show up in the Zapier

2
steph.n
3 years ago
H
hudiniNew
asked in How Do I

Pipedrive products API

Hello!   I’ve made a zap which which is triggered by deal modification and sends products data (names, values, etc.). It works fine but it triggers as many times as many products are added. I would like to get one trigger for one deal modification. Could you help me on that? Thanks in advance to anyone who’ll reply.

2
nicksimard
Community Manager
2 years ago
jtoeman
jtoemanBeginner
asked in How Do I

Putting Webhooks in Emails to trigger actions

I’m looking to use Zapier to trigger something like a drip campaign, wherein the recipient will have multiple options to click on. Some of those options I’d like to be able to capture back into a Zap to push data to an airtable. So the rough workflow is…   Generate Email from airtable content [done] Add trigger Webhook links to Email [stuck] Send email [done] If user clicks on any Webhook link, update a row in Airtable [stuck] Anyone have any pointers? I’m basically stuck on the first part of getting Webhooks integrated. Thank you!

2
steph.n
3 years ago
B
BCClevelandNew
asked in How Do I

Looking for Help!

I need someone to help set up a simple zap. Please reach out if I can get this.At this point I would be willing to pay for the setup up I just can’t get it to work. I know it is simple this just isn’t my thing. Thanks

2
andywingrave
3 years ago
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