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28704 Topics
AppGuyAaron
AppGuyAaronBeginner
asked in How Do I
How do I automatically save a drawn-on image to a CRM with Zapier?

I have a client who is a massage therapist, who creates “body maps” where she draws on an image to show where she needs to work like this:She wants to then save the image after she has drawn on it to a CRM automatically. Does anyone know of a tool that can let you draw on an image and then do something with the resulting file via API/Zapier, etc?

1
SamB
Community Manager
1 year ago
LasMak
LasMakBeginner
asked in Troubleshooting
ChatGPT4 Zap integration is stuck in the loop when sending emails and finding the Trello board.

I have made all the steps to set up Zapier in ChatGpt4 (Plus) for gmail and Trello, all the connections are up and running, theoretically everything is green. However, ChatGpt is just trying and trying to send emails and finding Trello boards (using Zapier again and again) without any actual result or error message. See attached.Same for sending email.  

1
SamB
Community Manager
1 year ago
J
John SmithBeginner
asked in How Do I
Can I make a digest of news channels posts?

In my work I often have to use non-English news sources. I have found ways of making digest of social media posts and YouTube videos of certain topics to go through as well as translate them automatically using Zapier but have been unable to figure out how to do that with non-English news sites (primarily Chinese). Any suggestions as to how I would be able to do this would be greatly appreciated. 

3
ken.a
1 year ago
U
ueresearchBeginner
asked in Troubleshooting
Zap is not recognizing "Cleaned'" status in Mailchimp to update Airtable.

Hi, I’m trying to create a Zap that will update my contact database (Airtable) whenever an email address gets marked “cleaned” by Mailchimp. I’ve set up a segment in Mailchimp that will put any contacts with a “cleaned” status into it, and in Zapier I created the following: Mailchimp New Subscriber in Segment or Tag in Mailchimp Set the correct account, audience, and segment However, once I get to test, I’m not getting any records showing up. I suspected this was because the task is for “New Subscriber” (status “subscribed”) and records with “cleaned” status are being ignored. I moved in a “subscribed” contact into this segment and Zapier did recognize it as a viable test record, which supports my hunch. My issue is now I have no way to update my Airtable to properly show which contacts are cleaned/bounced. Zapier has an event for New Unsubscribers, so I would hope I could create one similar for New Cleaned contacts, so my contact database is up to date across the board. Does anyone ha

3
ken.a
1 year ago
cfalcone01
cfalcone01Beginner
asked in How Do I
Update Salesforce field with Assigned User in Monday

In my Monday.com board, I have a column for an assigned user. When this column changes in Monday, I want it to update a text field on the associated Salesforce record. How do I reformat the Assigned User information in Monday to text that can then populate the field in Salesforce? I’m confident my zap flow is correct. The issue is Salesforce will not read the “Assigned User” column information. 

5
ken.a
1 year ago
D
DavidPBeginner
asked in How Do I
Zap error: Task stopped because it has diverged too much due to changes in the substitution of apps.

I put together a zap that I had to make an adjustment after I ran it.  I received an error message that says “Task was stopped because its Zap has diverged too much due to changes in the addition/removal/ordering of steps, or substitution of apps.”  Is there something I can do to get this zap restarted?  Or do I have to start over completely?  If I have to start over completely and I am using airtable, should I just cut the rows and paste them somewhere else, turn the zap back on, and then repaste them back into the table?  Will that restart the zap completely?

5
ken.a
1 year ago
G
GFriersonNew
asked in How Do I
How do I display a live Smartsheet report in Google Slides?

I am trying to get a smart sheet report to show live in my google slide. The issue that I am having is that Google slide with not display a live website like PowerPoint will however it will auto show a google sheet. I am trying to get a whole report from Smartsheet to update a google sheet at least 3 times a day. Is this possible. 

1
ken.a
1 year ago
cfalcone01
cfalcone01Beginner
asked in How Do I
How do I push a date field from Monday.com to a date field in Salesforce?

I’m trying to push a date field from my Monday.com board into a date field in a Salesforce opportunity. When I do a test of the zap, it recognizes the column that houses my data but says there is “no data” even though this field does have a date.  What am I missing? Isn’t this possible?  

3
ken.a
1 year ago
C
CGCSBeginner
asked in Code & Webhooks
Redirect after for submission

I am trying to recreate the action from this video  Everything is working until I get to the “Data Forwarder”. I can’t find an equivalent in Zapier. Anyone have any idea on how to perform a 303 redirect in Zapier?

6
C
1 year ago
particlepat
particlepatBeginner
asked in Troubleshooting
Snowflake error: authentication failed: AppError: {"message":"Error with auth: Request to Snowflake failed."}

I’ve entered all of the information correctly and I’m using a service account user that has permissions on the database and schema I want to connect to. I can connect to the database using the same credentials on other applications. But for some reason I’m getting this error:authentication failed: AppError: {"message":"Error with auth: Request to Snowflake failed."}Has anyone had any luck with this?

3
Troy Tessalone
1 year ago
H
HOSBeginner
asked in Troubleshooting
Zap not functioning properly after upgrading to paid version

Hey,I was using the trial version of Zapier without issue; when the trial ran out, the zaps I created turned off because they were multi-step zaps. I upgraded to the paid version of ZAP and turned the zaps back on, however, after allowing the zap to run and manually running the ZAP the zap failed to identify new reviews and run the workflow.For reference, I’m running a ZAP using Google My Business and ChatGpt to auto-reply to reviews. The ZAP is suppose to reply to New Reviews but for whatever reason it won’t identify and reply to new reviews. After retesting the steps, I was able to get the ZAP to run on one of the new reviews. The weird thing is that the ZAP returned a reply that was inconsistent with the previous replies that were generated using the same ZAP and there was no history of that review being replied on the ZAP history. Any clue on how I can fix the ZAP? Thanks in Advance.

1
Troy Tessalone
1 year ago
C
chloechloeBeginner
asked in Troubleshooting
ClickFunnels 2.0 error: The app returned "Your email and password do not exist."

Hello, I am having trouble linking my ClickFunnels 2.0 account with Zapier. When I go to log in, it is telling me that my email address or password does not exist. However, I am certain I have entered the information correctly.  I tried this a couple of weeks ago because I didn't know that ClickFunnels 2.0 did not have an integration. I received the same error. However, I just attended the live event for ClickFunnels (Funnel Hacking Live) and they announced that everyone in attendance would get access to this new roll out of the integration. I went through the steps required to upgrade. When I upgraded, I got all of the other features ClickFunnels offers, however, I can not get the Zapier integration to work because I can not log in.  Can you please look into this for me and let me know why my account can not be found? I am a ClickFunnels 2.0 customer. I have also successfully created Zaps for other applications.  Thank you so much for your time and assistance! Kind Regards, Chloe

3
Troy Tessalone
1 year ago
G
GBCNew
asked in Code & Webhooks
Webhook and 10x Advantage CRM

Hi I wanted to integrate EverSign within an automation workflow in 10x Advantage CRM. This CRM has Webhook feature but I don’t really know where to start. 

1
Troy Tessalone
1 year ago
ECHO125
ECHO125Beginner
asked in Code & Webhooks
Zapier Interfaces > Code with Zapier > Result output on Thank you page

I have a form in Zapier interfaces which runs Code with Zapier in a Zap and I want the output to be shown on the thank you page. 

0
ECHO125
1 year ago
M
Mercy KabiriaNew
asked in How Do I
How do I create a Zap that creates a Mighty Network invite for new Paystack orders?

I have created a Zap where an order is created on Paystack, then they are sent an invite to a Mighty Network. However, this process is not automated but when I run a test, it is working. How do I automate this?

1
Troy Tessalone
1 year ago
F
FMVNew
asked in How Do I
How do I auto-grant Notion access to Google Form respondents?

Hi, I would like to automatically grant access to people who submitted their notion email to google form.The first part of getting their email from google form is easy, but stuck at how to automatically share invitation to those on the list. Can anybody help? 🙏 

1
Troy Tessalone
1 year ago
Troy Tessalone
Troy TessaloneZapier Expert
posted in Code & Webhooks
Email Parsing: Extract Structured Data from Emails with ChatGPT and Zapier

Email Parsing - RESOURCES AboutEmail parsing is the process of extracting specific information and structured data from emails automatically.This typically involves analyzing the content of an email message to identify and separate elements like the sender's name, email address, subject, date, and the actual message text.Email parsing is commonly used in various applications, such as email management systems, customer support tools, and data extraction tools, to help organize, categorize, and make use of the information contained within emails more efficiently. OptionsApp: AI by Zapier Parse Lead From Freeform Text Parses a Lead from a freeform chunk of text i.e.: a raw email or any message containing data like first name, last name, email, phone number, physical address, etc. App: Mailparser Parsing rules are defined in Mailparser May require a Mailparser paid plan There are other similar email parsing apps Search here: https://zapier.com/apps Action: ChatGPT - Extract

0
Troy Tessalone
1 year ago
H
huanmingchangNew
asked in How Do I
How do I sync Uber email receipt to Google Sheet?

Hello everyone, After taking Uber, I will receive a receipt in my gmail inbox. I would like to extract the date, amount, driver’s name and license plate info only and sync to a Google Sheet file (for company cash reimbursement purpose). Since the email receipt is not plain text, I’ve tried many ways and it didn’t work smoothly. Does anyone have similar experience and zap that I can learn from? Thank you so much. 

1
Troy Tessalone
1 year ago
S
ScaffNew
asked in Code & Webhooks
Setting Up integration wiith Zapier

Is it possible to set up zapier as a middleware between an API and frontend?Instead of doing the full blown integration, we wanted to use zapier to call and API and than use zapier again to send the information from the API to the front-end we have.Is that possible? If yes, can someone point me to the right direction? Thanks in advance!

1
Troy Tessalone
1 year ago
S
ssielmannBeginner
asked in How Do I
How do I transfer lead data from one Zapier table to another without losing data?

Hi,I would like to transfer information about leads from one Zapier Table to the others. My main challenge is to avoid data getting lost. I am looking for best practice, really, as I don’t know what the best concept would be. In an ideal world the following would happen: A lead is new or updated in Table A Zapier looks for that lead in Table B (identified by the file number) Zapier fills all columns for this lead which are filled in Table A and empty in Table B In case a column has data already, it should be appended to the existing data in the same column in Table BAs I believe this is a very generic problem, I searched the community...but couldn’t find anything. What would you do?  

7
Troy Tessalone
1 year ago
E
EtienneNew
asked in Code & Webhooks
Loop through multiple files uploaded

Hello, For my loop I would like multiple documents uploaded via Softr to run through an OCR application. Currently the Zap functions when 1 document is uploaded, or the first documet when multiple ones are uploaded, but I would like to iterate through all the documents uploaded. Softr returns multiple documents:But the Mindee API only takes the first one (Vonnis 0)  How can I add a loop that passes on all the files uploaded (regardless from how many files are uploaded)? Thank you

3
Troy Tessalone
1 year ago
R
RisoSystemsBeginner
asked in How Do I
Storage by Zapier - TRIGGER, please!

Storage by Zapier is a very handy tool for me, especially when used in conjunction with zaps that involve automatic loops that result from arrays returned from webhooks. But it would really be great if you’d add to Storage by Zapier one of the functions you have for Sheets, the ability to trigger on a storage update. Could I have a show of hands from anyone who would find this a helpful trigger? Imagine a gmail trigger that sets a storage value, and setting that value launches one or more zaps? This would be a handy workaround for the new gmail data restrictions, and a lot simpler than setting up sheets which could be inadvertently changed/damaged by anyone with access to a shared google drive.

10
SamB
Community Manager
1 year ago
A
AmaweNew
asked in Troubleshooting
Zapier to Firebase Zap isn't working, and the function isn't creating users.

Hi, I’m running a zap with a connection to Firebase, all seems to be fine in Zappier side but I have not hit Firebase side and the output of the Firebase function didn’t seems to works (the function is creating a firebase user)

3
SamB
Community Manager
1 year ago
S
Special Needs RespiteBeginner
asked in How Do I
How to have an Interfaces form submittal include a single approval?

I thought what I needed to do could be accomplished by Approvals by Zapier, but that was discontinued back in February.  I came across an incomplete tutorial in this community outlining how to pre-fill a form via URL.  Here’s what I’m trying to do:I have vendors submitting Invoices but they need to be approved. I want to have a form (Invoice Form) that, when submitted, triggers a zap which generates an email to an approver.  That email would contain a URL to an approval form (which is associated with the table in the Invoice Form), which has, prefilled, the data from the Invoice Form submittal, along with a checkbox to approve.  When the Submit on this form is clicked, a zap is triggered which updates the table behind the original Invoice Form with this approval checkbox = checked, and continues along with other actions.I see tutorials on creating a Button field in a table, but I don’t see how submitting a form can be associated with that button.  It seems that button can only be click

3
SamB
Community Manager
1 year ago
C
Carl916Beginner
asked in How Do I
Can I send Shopify orders to suppliers after fraud prevention and payment capture?

Hi, I have a similar requirement to the one posted here:  I send orders to a supplier once certain criteria has been fulfilled. In our case this means that a third party fraud prevention service has approved the transaction and we have captured the payment.When orders are created in Shopify (in our instance) they are already marked as paid by the customer so I cannot use the New Paid Order trigger. I cannot use the New Order trigger either. For both of these events, the fraud protection would have not completed, which can take up to 24 hours. There are other manual checks we do to validate the order, such as checking the address, before we capture the payment.I tried using the Order Updated event and setting the Payment Status = paid thinking it would fire only when the payment status changes to paid however, it fire all the time for orders where the payment status is paid. This doesn’t work for us either as we may update the order multiple times and we only want the order to be sent t

6
SamB
Community Manager
1 year ago
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