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20247 Topics

R
Robert PNew
asked in How Do I

New Facebook Leads are not appearing in my Google Sheet

Hello.from yesterday there is a problem with transferring leads from facebook leads to google sheet?everything worked.but:facebook generates leads.however, they have not appeared in the google sheet since yesterday.does anyone have a similar problem?

3
christina.d
1 year ago
C
Cleveland CNew
posted in How Do I

Recommendation - Linking Trello with a Stock Management Inventory Software

Hi Our business is using Trello for project management and we are wanting to link this to our stock inventory, so we have a visible live stock inventory, so we can marry potential stock requirements with our project pipeline. As all stock components are listed within the project detail on Trello. Essentially we need visibility of actual live stock inventory and theoretical inventory requirements, if all projects come to fruition. We also want manage stock in the stock room with a tablet.  What is the best stock / inventory software that Zapier can link Trello too? Hope that makes sense and apologies for my rudimentary explanation 

2
A
11 months ago
P
princysainiBeginner
asked in Code & Webhooks

How to trigger a Zap when a specific field in Zoho CRM is updated?

I want to start a zap when a specific field (Lead Status) is updated in the Zoho CRM. An easy way to do this is by setting up a workflow in the Zoho CRM and sending a webhook but I have limited webhooks in the Zoho CRM and I need an alternative.  Zapier offers to trigger a zap when any field in a module is changed/updated. Ex:I want to trigger a zap when Lead Status is updated to No Answer. → I mark the lead status as No Answer → Zap is Triggered→ Now if I change any field for that lead, (Name, age etc.), the zap will be triggered again, as long as the lead status is No Answer. Does anyone know how to get around this?

3
P
1 year ago
H
harshilparmarBeginner
asked in How Do I

How to test custom action without publishing it with any standard trigger in Google Docs?

I am trying to make custom Zapier actions, triggers and search for my work. So currently I have  successfully made action which connects Zapier with some apis and produce result.So my question is “How can I test that action with already supported trigger like changes in google doc?” and “Is it mandatory to publish my custom zap for testing purpose?”

5
H
1 year ago
F
FeelwickNew
asked in Troubleshooting

Instagram -> Webflow Live Item Validation issue/problem ("ValidationError: Validation Failure")

Hi everyone - Getting frustrated with this and could really do with your help! I have a zap set up to simply push any new instagram posts to my CMS in my webflow site - It worked for a while and about 2-3 months ago just stopped (started getting the dreaded “ValidationError: Validation Failure" error emails).I have subsequently worked out through trial & error that if I change the “Draft” selector to “True” in the 2nd stage (2. Create Live Item in Webflow), then the post does push to my webflow CMS - albeit as a draft… which is not optimal obviously.If i have “Archived” set to “true” with “draft” also set to “true”, the post will be archived on webflow CMS (also not what i want), but if “Archived” is true without “draft being also true, i get the validation error also..I don’t think this has anything to do with the issues some people are having with the new “draft” feature within Zapier, but i could be wrong.can anyone here shed some light on this? I would greatly appreciate your t

2
christina.d
1 year ago
A
ASAoperationsBeginner
asked in Troubleshooting

Why are Salesforce opportunities that don't match my Filter conditions being created?

Hello,My Zap filter in the last step is not working right. Filter in my last step is set so that : Opportuntiy Stage Name exactly match “Pledged”, Membership Start Date = does not exist, and Membership End Date = does not exist. Screenshot of the filter rule below.However i attached a sreenshot with the zap run history and the Salesforce opportunity side by side. In the opportunity, Stage = closed won, and Start Date and End Date exist.Could I please get some help to review this, because this filter error is happening for the second time.– Asia Society Australia

11
christina.d
1 year ago
Darren Alderman
Darren AldermanBeginner
asked in How Do I

Cannot Add Attachment or Content Document to Salesforce Account

My client would like to associate a PDF document to their Salesforce Accounts from a Zap. I’ve tried to figure this out several times with no luck. Trying to add a “File” from ZapierWhen I use the Create Attachment in Salesforce task, it returns a successful response, but I can’t find the attachment anywhere in Salesforce: Successful responseI noticed in Salesforce the files are called “Content Documents,” but the Create Record in Salesforce task does not allow me to select a Content Document as the object. (Only a Content Document Link)No Content Document OptionI know some posts have mentioned some 3rd party Zap task to accomplish this, but we are keen to see if the direct Zapier <> Salesforce relationship can add an attachment to an account. 

3
Darren Alderman
1 year ago
G
gracegoboltNew
asked in How Do I

How to add Slack thread replies to Zendesk tickets?

How does one set up a Zap between Zendesk and Slack where the parent message and subsequent thread replies are synced over to Zendesk in the same ticket? I’ve tried two different options thus far (“New Reaction Added in Slack” and “New Message Posted in Channel”), but neither of my Zaps are pulling in any thread data for me to select. It only pulls in the parent message. 

2
Jared
1 year ago
S
ScottMillerNew
asked in How Do I

Held Zap Bulk Run Order

Hey Zap Team!Does anyone know if held zaps re-run in bulk are processed in chronological order?e.g., executing a bulk re-run would process a zap initially run and held at 1:20 PM before a zap run and held at 1:21 PMThanks!-Scott

4
christina.d
1 year ago
C
craimondoNew
asked in How Do I

Zapier + Kajabi + Third Party Payment

I am trying to set up an ebook for sale in Kajabi, but I do not want those who purchase to have to create a password and login. According to Kajabi support, there is no way to avoid this on their end to process the purchase. I am wondering if I can use a Zapier integration with a third party payment platform to bypass the prompt to create an account? (For context, I created the ebook as an offer with no product attached to it. It is set to send the buyer to a thank you landing page post-purchase, and has an automation email set up to deliver the ebook to their email address. The password prompt occurs before sending the buyer to the thank you page.Also - I am fine with students having to create an account, but if they’re not a student and just bought a PDF workbook, I think it's a terrible user experience to have to create a password, plus then if they return to the PDF resource it reminds them they've previously purchased it and prompts them to "take me there" to access it... at which

3
christina.d
1 year ago
T
tspence20New
asked in How Do I

Can you use the formatter to create a fake email from first and last name?

I tried search the help forums and this was all I found and it doesnt show the steps used to create the fake emails from the name:  

8
christina.d
1 year ago
E
erussoBeginner
asked in How Do I

Split text function not able to select individual output in following step

Hello,I’m using the “Split Text” function and in the next step I’m unable to choose the individual outputs because it’s still keeping them as one result. Any ideas? Emails have been separated and there are two outputsThere is only one output available.   

4
E
1 year ago
J
Jonathan OhNew
asked in Code & Webhooks

Help with using Input: "line item group" on Zapier platform

Hi Good day everyone! While i was constructing a code to create invoices based on variables such as having 1 to 6 multiple items that may vary with the input order, i faced a blockade of not being able to create a “flexible” item coding whereby if input order has 1 item, only 1 item will show and if input order has 6 items, 6 item will show without any extra spaces or additional string/numbers in the result. Could an expert please advise on how i may edit my code such that it is able to do a search on the input and find “line item group” inputs and listing them under invoice > items ?  Here is my code thus far: (Only able to return item_1 at the moment. I tried item_2 and linked them with “&” but it does not work.)const options = {  url: 'https://api-test.com/test/v1/test',  method: 'POST',  headers: {    'Content-Type': 'application/json',    'Accept': 'application/json',    'Ocp-Apim-Subscription-Key':'{{bundle.authData.Ocp-Apim-Subscription-Key}}'  },  body: JSON.parse({    m

1
christina.d
1 year ago
K
kiraNew
asked in Troubleshooting

New meeting registration in Zoom

Hi all,I’m new to Zapier so apologies in advance if this is a very basic question.I’m trying to create a new registration for a Zoom meeting every time someone enrolls for a course that I’m running in Thinkific. The Zaps that I’m taking are as follows:New full enrollment in Thinkific (tested and works successfully) Create Meeting Registrant in Zoom            *** My Zoom account is successfully connected; I’ve successfully chosen the Zoom meeting that I’ve set up; Zapier successfully finds me as a test subject; I’ve completed all the fields including the email and First Name and Last Name BUT I receive the following messages when testing this: Failed to create a registrant in ZoomThe app returned "Validation Failed.".Clicking on this to troubleshoot I get: Status Code 400 Bad RequestLast updated: 2 years ago BUT I have completed all the fields so am confused. All and any thoughts gratefully received before I give up and do this manually instead! Also, is it possible to skip Zapier send

7
R
1 year ago
P
prajjwal vermaBeginner
asked in Troubleshooting

Unable to create entry in module: Leads. Error : Invalid data for the field Phone. Detail : expected_data_type phone, maximum_length 30

this problem i have in zapier

5
christina.d
1 year ago
D
devp25Beginner
asked in How Do I

Get Meta_Data__ fields in WoCommerce for delivery date

We are using zap for Woocommerce to Xero invoice create.We have added Delivery date plugin that’s provides meta_data__Delivery Date: but while adding delivery date in create invoice due date from insert data shows no result found. Woocommerce is sending data in zap we can see in Data Out but its not showing in insert data.Please guide with: How to add custom meta_data fields/meta_fields in zep 

3
christina.d
1 year ago
T
terrenNew
asked in How Do I

How do I create a single workspace where I receive and work on projects for both Upwork and Fiverr?

I am trying to connect my Upwork and Fiverr to a single workspace where I receive and work on projects from both. Is this possible? If so how? @upwork

4
christina.d
1 year ago
C
caitlinharrisoncreativeBeginner
asked in How Do I

How can I get the event date in Google Calendar to show up as the due date in ClickUp?

I’m trying to set up a zap that will create a new ClickUp task when an event is created on my Google Calendar. I have everything BUT the date showing up. I’ve tried multiple times to get the event date to show up as the due date. This worked perfectly when I set up a similar zap from Calendly to ClickUp so I am not sure what I’m missing. 

10
christina.d
1 year ago
AliBoukaroui
AliBoukarouiNew
posted in How Do I

Develope Zapier Integration App for TypeSheet

So basically https://www.typesheet.net/ is a survey maker. We want to develop a TypeSheet Zapier app with Instant Trigger that retrieves each a new response from a specific survey with REST Hook Trigger. Thanks!

2
robschmidt
1 year ago
A
Alancw95New
asked in How Do I

Zapier not Recognizing Google Group in Shared Folder

I want zapier to add a new form submission in squarespace to an existing group in google. However, zapier will not pull up the group because it is in a shared folder. Is there a way that I can get zapier to recognize all of my groups including the one in the shared folder?

3
Danvers
1 year ago
G
Global HelpsBeginner
asked in How Do I

Help Adding Updates in Monday.com to Contact Records When an Email is sent to a Specific List in Sendinblue

Hello!I am trying to connect our email sending client for our marketing emails (Sendinblue) with Monday.com so that each time an email is sent to a specific list in Sendinblue, each contact in Monday.com matching those in the list receives an update in the form of a plain text or html version of the email sent. I already have a Zap that keeps the Sendinblue and Monday.com synced and up-to-date with each other.I have also successfully tested a Zap on a smaller scale that sends an update to just one specific item (contact) in Monday.com when we send out our big monthly email to our whole sending list. I’m hopeful what I’m trying to do above is possible.

5
christina.d
1 year ago
ktp
ktpBeginner
asked in How Do I

Feature Request: Shippo Return Label

Hello!Using Zapier extensively, and we set up shipments in Shippo via a series of Zaps. Thing is, in the integration, there’s no option to check off a box in Shippo that adds a return label to a particular shipment. We always have to go in manually to do this, for every shipment.Would love to see this added to the “Create Order in Shippo” integration. Unless there’s a workaround?Thanks so much! 

4
ktp
1 year ago
A
AnanthanNew
asked in How Do I

Facebook Group Reply Automation

Hello, I am new to zapier.  I have a questions regarding my post reply.  If   a  user reply to my post with email address,  can automatically add them into  google sheets or mailchimp ? Thank You

2
christina.d
1 year ago
D
dlgyp15New
asked in How Do I

Unsubscribe from Mailerlite on email change in Google Sheet

I have setup a Zap between Google Sheet and MailerLite to create or update a subscriber in MailerLite on row update or creation in Google Sheet.  However, since Milerlite subscribers are based on email address, if the email is update in the Google sheet it create’s a new subscriber in MailerLite rather than updating the existing subscriber and leaves the old email active (you end up with two records for the same person in MailerLite).  How do you get it to either update the email address or delete the old address from Mailerlite?  The unsubscribe Zap does not seem to work properly in this case.

3
christina.d
1 year ago
K
KinedyneCargoControlNew
asked in How Do I

New contact in Klaviyo creates a new contact in Hubspot

Hello - I am having trouble connecting my Klaviyo account to my Hubspot. When there is a new profile in Klaviyo, I would like to have a contact be created/updated in my hubspot account. I already have zaps set up where if there is a new contact in Hubspot, it creates a new profile in Klaviyo, but I cannot seem to get to go the other way around. Right now, I have the trigger as a new event in Klaviyo, with the metric Subscribed to List (internal) -- [the list they subscribe to is the newsletter] -- then the action is to create a contact in HubSpot, with a few contact information details filled out.If there is something that you can tell I am doing wrong please let me know!Thanks in advance.

2
christina.d
1 year ago
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