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24990 Topics

F
filip1910New
asked in How Do I

How to create an automated template that inputs customer data into a PDF?

Hi,I have an idea for a lead magnet, but I'm missing an idea of how to play with it tool-wise. I want to give a useful template/document (graphic PDF ideally) to a customer for free, which will be functional for him when he puts his company data in it, then he can print it and use it. I want to make it as easy as possible for the client to put the data into the template, so ideally I would like to have the data the client gives in some form automatically put into the document.The flow: The customer enters the landing > enters an email > the email asks for the data to be placed in the template > gets a ready-made template.Which tools I need to make it work?

2
zaki_readylogic
4 months ago
D
DannyBeginner
asked in How Do I

I upgraded but have zero tasks available

Hi,   My tasks ran out on free plan and I decided to upgrade but I still have 0 tasks. My ZAP is a simple webhook, google sheets search, google sheet update row. There are no possible loops.   Quite urgent for me as I have got my skills to where I want to present to my first possible client and go commercial.   BTW, thanks a million for Taking Friday 5 June off Your thoughtfulness is really appreciated!!!!

3
steph.n
3 years ago
L
lugandcarrieBeginner
asked in How Do I

Updated Contact to Google Contacts: Error Parsing Response

I am setting up a simple Zap to update contacts from Active Campaign to Google. When I run a test I receive the following: ‘Error parsing response. We got: "<!DOCTYPE html>’ When I look in the details, it says:<html lang=en><meta charset=utf-8><meta name=viewport content="initial-scale=1"Neither the error nor the details help me solve the problem.Unsure what this means or how to fix it.

4
R
3 years ago
J
jmcvickerBeginner
asked in Troubleshooting

New bug with Slack DM action (custom username)?

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

10
Liz_Roberts
3 years ago
L
Lorenz78
asked in How Do I

HubSpot and Ticket Status

Hi, I'm wondering if I can setup a Zap with a trigger for a specific ticket status. I've 5/6 state of my ticket but I'd like to activate a specific trigger only for one state with certain fixed value. Thanks Lorenzo

2
SamB
Community Manager
2 years ago
A
Arnaud75009New
asked in How Do I

Microsoft Outlook “Authentication credential not found on the Request Headers” error

Hi all,I got a problem with outlook and gmail on a zap.The goal is to send an internal email (outlookg or gmail) everytime a client filled a form on TypeForm.But i can’t even create the zap, i just got an error message “Authentication credential not found on the Request Headers”. (see on screenshot).I tried to deconnect and reconnect 10 times but nothing changed. I thought it was maybe that Outlook was my professionnal account but i tried with gmail (personal account) and i got the same error.Can somebody help me there i don’t understand what’s the problem...

1
Troy Tessalone
2 years ago
M
MSKrishnanBeginner
asked in How Do I

How to attach the doc created in a GoogleDoc step to a Gmail step that follows.

Hi,I am new to Zapier and my apologies if this is a very basic question.I am creating a zap with three steps:Trigger and capture assessment data  Create a new Google Doc from a template and write into a Gdrive folder. The Share Preference is set to Anyone With The Link Can Edit. Send an email with the doc created in the above step as attachment, using GMail.Steps 1, 2 work perfectly. Doc created in GDrive folder.What do I put into the Attachments field so that the doc is attached to the email ?I tried searching for a similar request herein and did not find any. Any pointers, tips would be helpful. Thanks

2
M
3 years ago
M
Morkus
asked in Code & Webhooks

URL streaming with webhook?

How exactly does Zapier get “notified” via a defined zap web hook when an app has new data? I don’t understand how the “new record” notification works since I only have a URL to that application to query data or whatever.Possible use-case:Say I want to be notified when there is a new record in MySQL. Then I want to take that record and copy it to DropBox or log some information in a spreadsheet.How does Zapier “know” there was a new record created via the web hook?

6
M
2 years ago
J
Joren
asked in How Do I

How can we add a second product line item in to Zoho

I've created a zapp that makes a sales order in to zoho. But as soon as two different roducts are bought the zapp fails.

1
AndrewJDavison_Luhhu
4 years ago
bubba198
bubba198Tinkerer
asked in Code & Webhooks

Is there a way to "catch all" web hook without defining what's expected?

Hi everyone,I want to catch a web hook but NOT define the fields that I am expecting ahead of time. Basically a catch all - whatever the payload comes in - I want to see that json sent to me as an e-mail for example.How do I do that? The catch webhook expects that I define what I am expecting to catch and that’s the one thing I can’t do - I don’t know how it will show up and that is why I want to simply catch whatever json shows up at the door and send it to me unmodified?Is it possible? If yes please share your suggestions with meThank you

4
bubba198
3 years ago
Z
Zach17wNew
asked in How Do I

Monday.com trigger to Xero Create Sales Invoice - need column values from monday.com

Hello, I am looking to create an invoice on Xero when a trigger is set, to create an invoice in Xero.com using information that is on the Monday.com board, Can’t seem to find specific board items. In Monday.com we have all the information needed to create the invoice for accounting.  EX . In Column Text1 there is who the invoice is for and so on and so forth. For some reason no columns are showing up.

6
Z
2 years ago
B
brianbBeginner
asked in How Do I

Progress a deal in Hubspot when Docusign signed

Hi,I’m not really technical and I suspect that’s why I’m struggling with this. I’m trying to achieve:Recipient signs contract with Docusign it updates deal in Hubspot to the next stage.Thanks,Brian

7
Troy Tessalone
3 years ago
D
Drew BoothNew
asked in How Do I

Missing Campaigns (Mailchimp)

I’m creating a Zap so when (1) new Subscriber (trigger) is added to an audience in Mailchimp it sends a specific campaign to that new subscribcer. Is the automation done within Zap or within the Mailchimp application? 

1
Danvers
4 years ago
M
MattP
asked in How Do I

Zap saves file twice in OneDrive - any idea why?

Hiya, I have two Zaps running. They each take an automated email report from our point-of-sale software and save it to OneDrive. Twice in the last two weeks, the report has been saved into OneDrive twice, duplicating the data. The report is sent out every Sunday morning at 4am and I can see that Zapier has saved it to OneDrive immediately. But strangely it then saved it again at 6pm.According to my Zap log, it was only dealt with once. I've double-checked the reporting settings within the point-of-sale software and it's just set to send one email per Zap. So it looks like the problem is either Zapier or OneDrive.Any ideas anyone please?

4
nicksimard
3 years ago
M
MH79Beginner
asked in How Do I

Searching across multiple boards

Hi, how can I create a Zap which pulls information from multiple boards into one board? 

5
PaulKortman
3 years ago
V
VcarnemollaBeginner
asked in How Do I

Vimeo Video Url

Hi! Who can tell my what kind of information I have to put on “Video Url” in Vimeo integration?  

1
AndrewJDavison_Luhhu
3 years ago
D
Dao.leNew
asked in Code & Webhooks

Webhook "We couldn’t find a request" in the testing stage

Hi guys, I’m trying to connect my Contact Form 7 from Wordpress to Zapier using Webhook plugin. However, even though i put the correct Webhook URL, it still couldn’t connect to Zapier. It came out “ We couldn’t find a request”.The plugin i use is CF7 to Webhook.Can someone help me with this please?I want to add new customer form to Google Sheet.Thanks

1
Troy Tessalone
3 years ago
P
PulpnetBeginner
asked in How Do I

Google Tasks to Trello

when I make a zap to integrate google tasks in Trello, I have an error with the date due to have reminders in trello. The zap does not add me the time of the due date (ex: April 21 10:30 am) I have the impression that the problem comes from the data sent by Google tasks. Do you have the same problem with Google tasks?

2
P
3 years ago
A
angel.arturinBeginner
asked in How Do I

Lead distribution to sales team but skipping one member for every 2 leads

So I have set up a round robin lead distribution for my sales team. I have a Google sheet where all my leads go to with all their info (email, phone number, etc). At the end of the row on the Google sheet is the column “Sales” where the name of the sales rep who the lead was assigned to will be shown.However, some team regrouping happened and the allocation of leads also changed. We have 4 members in the sales team. Out of the 100% leads that we have, Sales rep A,B,C will get 29% of the leads each, and Sales rep D will only get 12.5%Example:Lead 1 - Sales ALead 2 - Sales BLead 3 - Sales CLead 4 - Sales DLead 5 - Sales ALead 6 - Sales BLead 7 - Sales CLead 8 - Sales AA..B..C..D → A..B..C..B → A..B..C..D → A..B..C..CHow do I make that “round robin” possible?Thanks!

3
steph.n
3 years ago
K
KarinNew
asked in How Do I

can't connect Woocommerce when using Advanced noCaptcha & invisible Captcha plugin

Hi there,I can’t get my woocommerce connection running with Advanced noCaptcha & invisible Captcha plugin activated… Does anyone have a suggestion for replacements or ways to fix that (other then deactivating the plugin LOL)Thanks!Karin

2
jesse
3 years ago
D
Davi MedeirosNew
asked in How Do I

Pipefy -> Google Calendar, Creating a Detailed Event, but with wrong times

Hey, in my company, we have a pipe to organize the negociations, and when any lead ask for a meeting, we pass the card for the column “first meeting”, i created a zap to make the event in our calendar, and it´s working, but the starting hour and ending hour in the calendar is 2 hours more than in pipe, problably its something about timezone, but the two devices are in the same timezone, any sugestion?

2
nicksimard
3 years ago
D
Dean____****Beginner
asked in Code & Webhooks

Replace triggers with webhooks, without needing to rebuild the entire zap!

Please help!I have a dozen or more zaps that start with an Airtable trigger.I’d like to replace these Airtable triggers with Webhook triggers. All my zaps are long and complex. So, rebuilding them one by one, step by step, would be a nightmare and require days of configuration and testing.Reassigning field data would be a much easier job.Since there is no (+) action before triggers, and since webhooks added as the second step or later do not offer the Catch hook functionality, what can one do to avoid said nightmare scenario?Thanks for your help! 

3
D
3 years ago
M
MohamedRabee
asked in How Do I

Integerate Facebook and CRM and Cannot Mapping ad_name,adset_name,campaign_name fields.

Im Using Zapier to integrate Facebook With Microsoft Dynamic CRM , and cannot mapping Ad Name, Adset Name,Compaign Name , and i see sub title (No Data) behind the Feild, Please Recommend.

1
Liz_Roberts
4 years ago
A
adiehlNew
asked in How Do I

Mailchimp GDPR fields

I am looking for setting the enable GDPR fields in my subscriber management in Mailchimp. So let’ s say I push a new subscriber via a Zap to Mailchimp, there seems to be no way to set GDPR to “true”? In the API call it would be the "marketing_permissions" parameter in the /members call, seen here: https://mailchimp.com/developer/reference/lists/list-members/

1
steph.n
3 years ago
C
CLABeginner
asked in Code & Webhooks

JS Code Regex to verify Email

Hi,Does anyone have some JavaScript that can verify a valid email address in the code module?I have the following - but I cant find the right way of performing the test, I’m not a programmer but I cant see why this isn't working? Any help much appreciated. At the moment it seems to pass everything through. if(inputData.eMail == null){ return{ rv: ""}}else {  const myEmail = inputData.eMail.replace(/\s+/g, '') // remove all whitespace from string  const RegExpConst =  /(?:[a-z0-9!#$%&\'*+/=?^_`{|}~-]+(?:\.[a-z0-9!#$%&\'*+/=?^_`{|}~-]+)*|"(?:[\x01-\x08\x0b\x0c\x0e-\x1f\x21\x23-\x5b\x5d-\x7f]|\\[\x01-\x09\x0b\x0c\x0e-\x7f])*")@(?:(?:[a-z0-9](?:[a-z0-9-]*[a-z0-9])?\.)+[a-z0-9](?:[a-z0-9-]*[a-z0-9])?|\[(?:(?:25[0-5]|2[0-4][0-9]|[01]?[0-9][0-9]?)\.){3}(?:25[0-5]|2[0-4][0-9]|[01]?[0-9][0-9]?|[a-z0-9-]*[a-z0-9]:(?:[\x01-\x08\x0b\x0c\x0e-\x1f\x21-\x5a\x53-\x7f]|\\[\x01-\x09\x0b\x0c\x0e-\x7f])+)\])/  if(myEmail.matchAll(RegExpConst)){     return {rv: myEmail}  }  else return {rv: ""}} 

4
C
2 years ago
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