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Excel data > Web Page with Client Specific Data Row > Secure Portal Log In > Also Access to view Project Specific Info
I’ve got to create a hub for a small forum of circa 30 private individuals, whose excel data columns vary for each individual (up to 180 cells) but need to provide the following elements;Web Based Personal Dashboard - 10 to 15 Data Cells showing values in Bar/Pie/Line/£/% that only that person can see via their own log in credentials Private Chat / Message area - between Moderator and Member Group Forum message board - between Moderator and all Members Access to generic media for Forum - Video/Image/Pdf docsThe Forum group is a NFP entity (Not-for-Profit) who needs max Monthly updates (not daily feeds from excel or other external feeds) and there is effectively no budget spend, but I’d like to host something online if possible to gain interaction between members during COVID19 where access to meet as a group is restricted.The products being used at present are Excel (data), Net Nerds (Hosting) and Stand Out (Web page).It’s number 1. that’s causing the headache - I can use Facebook/Goog
Hi! My organization is considering using Zoho surveys to conduct surveys in our city. I noticed Zapier doesn’t seem to have integration with Zoho Surveys but other applications of Zoho. We just want to send survey responses to a team member. Does anyone know of a work around or solution to this?
I sell my courses through Podia and have a sales funnel on Clickfunnels (stripe payment processing) I’m trying to connect with zaps to Podia. I have one page set up for a course that is full price, and then a downsell page for the same product that is a payment plan (NOT a membership -- 3 payments of $47, which is already all set up for that product in Podia). I’m not finding how I can create a zap that communicates to Podia this is a transaction for the payment plan and not for the full price product. Any ideas?
Hello, Is there a possibility to create this type of event? After client is booking a meeting at specific time - mail will be sent at that time (not immediately after booking).If it is not possible with Mailjet - do you know any other option to do that or any automated email campaign tool ( Convertkit, ActiveCampaign etc)
Due to work requirements, I often need to record online meetings on Microsoft Teams, Zooms, Skype, etc. I install Joyoshare Screen Recorder on my Windows 10 and Mac, which can help me capture conversations in 1080P with sound. But I bought Linux three days ago, and I'm looking for a video recorder that maybe just as powerful as Joyoshare. Which one are you using on Linux? Any recommendations would be appreciated. Thanks in adavance.
Hello ! I am using zapier to extract data from trello and store that data in a googlesheet spreadsheet and I have a new problem. When I started, label’s name were extracted in line and in just one row of my spreadsheet. But now, I really didn’t change anything, when my zap happens, it creates me a row per label’s name. EDIT : I solved by problem but I don’t know how to delete this post
How do I create a zap that bill take an invoice from Stripe and the create that invoice in QBO. Here’s the kicker, I want the Zap to see if the customer from Stripe already exists in QBO.If the customer already exists in QBO, I want the Zap to create an invoice in QBO under the customer.If the customer doesn’t exist in QBO, I want the Zap to create the customer and invoice in QBO. How do I do this?
Hi - researching how we can integrate Formsite and Hubspot. In particular - we want to send the data from the Formsite form to the HubSpot contact, update contact records and add contacts to workflows.I haven’t found very much information that talks about formsite so any guidance to more info is great. It looks like we may have to duplicate the form from formsite in hubspot to collect the data there? Can it just be sent to the notes section on a contact? Any best practices that we should be aware of?
I am trying to get Create data from Kajabi. I would love to capture the payment data and failed directly from kajabi payments instead of gathering it from both payment gateways. Currently event wise purchased are captured. However, I cannot automate gathering the payment or failed payment data. Does anyone have a clue?
We are trying to synchronise invoices from Zoho CRM (not Zoho Books!) to Xero. The problem we have encountered is that the Account Code for line items is not available in the Zap step settings, (despite it being a required field). The workaround for this is to ‘fake the pill’ (their phrase) by hand-coding the field ID and API Field Name, however this workaround only intermittently works as the data is not always available. Zapier have told us to contact Zoho as it’s their integration, Zoho have told us to contact Zapier as it’s their integration. I’d be curious to know if anyone else was experiencing this debilitating problem?
Hello, I’m trying to create a Google Docs file (from tempolate) with my Google Sheets info. Unfortunally, there is a error: The user does not have sufficient permissions for this file. I’m working with a G Suite Business account of Google. Does anyone know what permissions I need to change and where to find these? Best regards, Tom
I'm trying to link Kanbanize to Azure DevOps, ticket creation event. I have a custom field in DevOps, but it is not showing as a field choice in Zapier, even after refreshing fields. Is there an alternative way to achieve setting additional fields, or am I only limited to defaults?
I having difficulty filtering spreadsheet rows to send emails (outlook) on specific issues. I have two separate zaps running concurrently one zaps a data dump of information (from go canvas) onto a spreadsheet as a new row.My second zap will then send an email if there is an issue with a field in the column.Whenever I set these up I always get the error message on the filter without fail, however the email may work 8/10The types of filters I'm applying are as follows:Number >1.99 Contains "Not" or Equals “Not OK” - same issue for both Set up True booleans to trigger it and it is sporadic also.Could this be because spreadsheet is updating more than 1 row in google sheets and is instantly trying to run a zap to email information hence cancelling each other out?Is there a way to make this work every time, or more smoothly?
I love that with Zapier is possible to connect so many Apps/platforms that I am using. I wonder if there is a way to search for an email address and run that search across multiple APPs simultaneously, getting as a result a list of matches with short links to access data in the different APPs. Maybe is something that goes beyond Zapier, I wonder if you have any recommendations ! Thanks in advance
Hi,Our business is migrating from an old exchange server to gsuite. A number of users have saved old emails to the old file server in .msg format. These .msg files are now saved in google drive and I’m looking for a method to convert these files to a format google recognises or convert them to a .pdf format.I can create a ZAP to find the .msg file (I think), but Im looking for a means of converting the file once found. Any ideas or suggestions, please?Hope that makes sense.CheersSimon
We have a source of people that we would like to add to our existing recruitment database BULLHORN. Creating a Zap is perfect for this and we have set it up, however, some of the people on the list may already be in our database. This will result in duplicates we would like to avoid.Zapier can successfully connect to our database and search for records that are present on it.Is it possible to set up a zap that conducts a search on the database for each person on the list and if they are present they are not imported?
Webinar plan is missing. You must subscribe to the webinar plan and enable webinar for this user- I have Zapier pre-approved on my Zoom account already but I still get that error message when I try to zap it with my slack account. Can you help please?
My website is on Squarespace, and I am using the Squarespace integration with Stripe for my online store / commerce. When a customer purchases an item, I need that customer to be added to my Mailchimp audience. The customer also needs to be tagged differently in Mailchimp based on the item purchased (1 of 3 product options). Can anyone help me set up the zaps for this?
Hey, I’m trying to get the integration between pipedrive and Jira up and running. Everything works as expected besides that I’m not able to to get data from custom fields which I created in Pipedrive? It’s a custom field related to a deal and I just want to read the data from it. Is it possible? If yes, how can I achieve it? Best
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