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21772 Topics

B
BrandoCommandoNew
asked in How Do I

Complex Zapier process: advice needed

I have a zap that takes data from my CRM and then I puts that data into a spreadsheet that is copied from a master file into a folder ok. Google drive under the customers first then last name.workflow so far looks like this:New client created in crm →Google drive create file “first” “last” →Copy Master file into new folder created above →new form associated with master file copy also moved to customer folder created on step two. here is my problem… I need a way to have a zap that monitors when each new copied form is filled out as an instigator for a whole new zap process. but I don’t know how to do that BECAUSE I can’t use one form as a basis for the new process. It has to be each form that is created respectively. Does that make sense?im praying someone out there can help me work around this.

2
MohSwellam
1 year ago
M
metaguiseNew
posted in Troubleshooting

Instagram + Zoho crm integration with Zapier problem

I want to connect my Instagram for business  with zoho crm for tracking lead by using Zapier but getting this error : Failed to create a create authorization (legacy) in ZapierThe app returned "Missing account_id key.".Please assist further for integration 

0
M
1 year ago
J
john712Beginner
asked in How Do I

Facebook Messenger to Zapier integration

Hi, @nicksimard  I have a requirement .. when a any user goes to my Facebook page and sends a message thru messenger… I want to capture the message details like user first name, last name, email etc. and create a contact in Salesforce using Zapper workflow. But when I am trying to connect to messenger app in Zappier.. I am getting the following error message. What should I do to fix the issue please ? Any help will be appreciated. Thanks so much. Error Message# (#100) Object does not exist, cannot be loaded due to missing permission or reviewable feature, or does not support this operation. This endpoint requires the 'pages_read_engagement' permission or the 'Page Public Content Access' feature or the 'P... Hide details (#100) Object does not exist, cannot be loaded due to missing permission or reviewable feature, or does not support this operation. This endpoint requires the 'pages_read_engagement' permission or the 'Page Public Content Access' feature or the 'Page Public Metadata Acc

267
J
1 year ago
S
skytvNew
asked in Code & Webhooks

Triggering a Twilio Flow through Zapier Webhook but it is not continuing past the first widget

So I am trying to get Zapier to trigger a Twilio Flow via the webhook action. The thing is is that I am having difficulty getting Twilio to continue on in the flow after sending the first step. I am not sure what I am missing but this is what I have set up.For Zapier this is my webhook setup to try and trigger the Twilio flow. The step before this one allows Twilio to send a text to the person, but then the flow is suppose to trigger to allow the person to respond accordingly to the text messages and prompts. Here is how the webhook is filled out.URL - Twilio REST API urlTo - To the phone number that is going to be receiving the text messagesFrom - The Twilio phone number itselfBasic Auth - The Twilio Account SID and Auth Tokenhttps://i.stack.imgur.com/nKnXo.pngsevenstarAs for Twilio itself is set up like this. The REST API is connected to the first step which is suppose to send a text and then wait for a response. Then it is to hit the next step which is looking for a certain response

1
MohSwellam
1 year ago
C
champdennisBeginner
asked in How Do I

How to Find same phone number, if return with nothing, create a new contact, AirTable and WATI

Hey everyoneI am linking AirTable to Zapier, and Zapier to WATI/Chargebee and some other applications.Currently, I want to create leads on my AirTable, but not all leads are technically unique, we have some leads that will be the same person, but using two separate records.When I create a new record, I want Zapier to create a new contact, and send them a broadcast message via WATI. But do nothing if there is already a number that is the same in Airtable.My idea currently is to:Trigger: AirTable, When a new record is created. Delay for 1 minute (I’m not sure if Zapier will zap the moment the empty record is being created) Search AirTable for the exact same number (idk what formula to use, currently I am just using {Contact} = ValueofContact Path Path 1, if step2 returns true then do nothing Path 2, if step2 returns false go to WATI and create a new contact, then send a broadcast Can someone let me know if this is the right way to go about this, or if it is possible?Thank you

6
C
1 year ago
D
DabokBeginner
posted in Code & Webhooks

Please Help!

Hello everyone. Today i started using Zapier, but i have big trouble with it. So, i used Catch Hook in Webhooks by Zapier for my website feedback tab, and i want to have this information in google spreedsheet.  When i made 1.Test everything was fine i i got what i wanted, you can see on 1. screenshot.      When i made test by filling feedback tab on my website, my google spreedsheet was empty, but zapier shows that everything was ok. You can see on screenshot 2.Where is problem and how to fix it, help me please someone.

0
D
1 year ago
P
pcsandersBeginner
asked in How Do I

Pulling historical or existing data

Hello, I am fairly new to using Zapier and I am trying to find a way to pull existing or historical data from Basecamp to add to Hubspot or Google Sheets.  Example, my organization uses Basecamp to communicate project requests, tech issues, or information that needs to be shared to various teams.  I am going through Basecamp and adding a comment on each message that I would like to add to a knowledgebase or create a support ticket for.  I am using #knowledgebase to these comments to pull these posts, which could have been created last month, last week, or even earlier than that.  When I try to create a Zap, it seems like it won’t work unless there is a new item created, etc.  However, I may just not know use Zapier to pull information that already exists.   The logic would look something like:Find any Basecamp message board items in a project area with comments with #knowledgebase and create a new ticket in HubSpot or create a new row (with that content) in Google Sheets.Thanks

6
P
1 year ago
W
WilsonBeginner
asked in Troubleshooting

Lookup Google Sheet Row - Zap doesn't stop on failure - Part 2

The linked post details a fix to stop your zap from running following a failed Google Sheet lookup. The purposed solution is to “add a filter checking the value of “Zap Search was Found Status”Can someone please elaborate on how to do that? I can not figure out how to add a filter to check for this value.ModRobotics wrote: 1. switch to setting “Should this step be considered a "success" when nothing is found? “   to true,  2. add a filter checking the value of “Zap Search was Found Status” .

5
W
1 year ago
J
jamestailfinNew
asked in How Do I

Mailchimp - Link Click > available on Automated Campaigns?

I’m trying to arrange a zap which populates a Google Sheet with information when a customer clicks a link within an email. (Zap is ‘Link clicked in Mailchimp’ > ‘Update spreahseet row in Google Sheets’) The problem I’m having is that the ‘Campaign’ I’m trying to pull from isn’t available. It only shows campaigns which have been one-off emails, I can’t see any of my automated emails. The email thread I want to gather data from is an automated email which follows a customer purcahse.  Has anyone had this problem before? Any solutions? Many thanks! James

2
christina.d
1 year ago
C
coachcareerNew
asked in How Do I

Zapier Integration with Acuity to Update ClickUp Tasks

Hey all! I currently have an automation where I have ClickUp create task every time a client submits an application to work with me. After they submit their application, they are invited to book a call with me.I want to create a Zap where I can update the status of the ClickUp Task from APPLICATION SUBMITTED to CALL BOOKED but cannot find that option. Can anyone assist? Thanks!

3
christina.d
1 year ago
Q
queliotodoNew
asked in How Do I

Include twitter image on Notion database

Hello everyone, I´m a medical student trying to make a notion database using my liked tweets, since many people post interesting clinical cases that I´d like to sort by specialty etc. My question is, is there a way to show the actual image included on the tweet on said database, instead of the link, to make studying easier/more visual?Thank you for your input!

1
christina.d
1 year ago
K
Katherine HeislerBeginner
asked in How Do I

Rename Dropbox Folder

Hello All,  Does anyone know if a Zap can “Rename” a Dropbox Folder that already exists?

3
christina.d
1 year ago
C
cpzapBeginner
asked in How Do I

Make Clickup Due Date Recurring

Is it possible to make the due date in Clickup recurring for every year? I can do this manually in Clickup, but I would like to do that from Zapier. Here is the flow I have now: Jotform submission triggers Zap that creates a Clickup task and sets the due date from date entered on Jotform. I would like that date to be a yearly recurring date. Is this possible?

5
MohSwellam
1 year ago
C
cazimmyBeginner
asked in How Do I

Requester Name to Zapier

I’m trying to create a zap to get tickets from Fresh Desk to AutoTask. When creating the Zap, I can get new FD tickets but cannot seem to get the ticket requester through the zap. I tried looking up the contact in FD but none of the contact information comes through with the ticket. Any ideas would be appreciated. 

3
shalgrim
1 year ago
B
broc.helgesonNew
asked in Troubleshooting

Error: "Failed to create a contact in Keller Williams Command. A contact with this email address already exists"

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.Kw Command Email Contact already exists error. We are using Zapier to connect Paperform into Command. We would like the contact information that is filled out in the form to be populated in Command. We are running into the following issue. Once we connect the apps and test the integration, we get the 400 error. Specifically around the email address. Any guidance or help would be much appreciated. 

2
chanelle
1 year ago
J
jclynnNew
asked in Troubleshooting

New Leads sent to Salesforce won't add to Campaign

I have a 3 Step Zap.  When I have new leads come from my landing page, Zapier creates the lead in Salesforce, then adds the lead to a campaign. I’ve tried half a dozen tests this morning.  All with unique names, phone numbers and emails.  The leads are created, but not added to campaign. Zapier emails me and says leads are already in the campaign.  I’ve sent tests from different computers, thinking maybe its matching IP addresses. Still the same, “lead is already in campaign”. Any ideas what could be causing this?

5
chanelle
1 year ago
P
PHEROBeginner
asked in How Do I

Send automated Hubspot email containing Unique codes from a Google Sheet

We have a list of 5000 unique codes (in a Google Sheet). When someone submits a specific HubSpot form, we want to automatically send them an email from HubSpot containing one of the unique codes from the Google Sheet. Once a code has been sent once, we do not want to send the same code again. Is this possible?

4
chanelle
1 year ago
L
LkampanBeginner
asked in How Do I

When running my Zap, the company name and number showed as the question asked, not the responses.

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.Hello,  I am working to connect our calendly to our salesforce and I am running into an error. The Goal: When a new calendly event is created it will create a lead in salesforce. Calendly requests their name, email, company name, and phone number. However, when I run the zap the company name and number show as the question asked and not the responses.  where is says company name should say enrich. phone number should be a number​​This is the options it shows when creating the connections in zapier, I have tried both and neither generate the correct answer.    

3
Liz_Roberts
1 year ago
P
paulcolaNew
asked in How Do I

Can the same app be used for both the trigger and the action?

I am using Thrivecart and trying to move subscribers to non-subscribers by offering a lifetime deal (they’ve been paying monthly, now I am offering them a one-time payment to stop paying monthly).I tried to set up a zap to trigger when a product is purchased in Thrivecart, but when I went to the action hoping to be able to cancel their subscription, Thrivecart is greyed out. It doesn’t let me choose it again.Is it not possible to use the same app for both the trigger and the action? Thanks!

3
Liz_Roberts
1 year ago
N
NGKNew
asked in Code & Webhooks

Need help with Python code

Hi team, I have a Webhook step in Zapier where the output contains the user IDs. Can some one please help me with a python code which will return a random ID from that array?  TIA

1
Troy Tessalone
1 year ago
H
Harriet H RoseNew
asked in How Do I

Wanting to remove @ from data.

Hi, I am gathering instagram handle’s from a googlesheet.Then using that handle to search in a trello board.However some people put the @ sign before their IG handle… like @harriethrose instead of just harriethrose.This causes issues in the zap finding the card in trello if the card doesn’t have an @ but the row in googlesheets does have an @.Is there a way to modify the data on the spreadsheet row + column to remove an @ sign?Thanks

1
christina.d
1 year ago
A
ashley.gBeginner
asked in How Do I

Airtable New Record populates in Sheets & new worksheet created daily

Hi There! I’m curious how anyone would approach the following need that I’m trying to solve with Zapier.  New Worksheet created in a Google Sheet at the start of the day Add a new row(s) from an Airtable View into the new worksheet Repeat everyday

4
chanelle
1 year ago
C
ClydeBiggsbyNew
asked in How Do I

How do I create three new rows in a separate spreadsheet, one for each phone number with duplicate info on each row?

I need to create a spreadsheet using phone numbers as my unique key so that I can use an SMS tool to send text messages. The data I have to start with uses Address as the unique key and a single address could have multiple phone numbers associated to it in fields such as Phone1, Phone2, Phone3, etc. Is there a Zap that could help do the following:If a record in my file contains 3 phone numbers, I need to create 3 new rows in a separate spreadsheet, one for each phone number. I also need to duplicate information such as First Name, Last Name and Address in each of the three rows.Data Ex.Elmo, Jones, 123 Sesame St, 123-123-1234, 234-234-2345, 345-345-3456Becomes:Elmo, Jones, 123 Sesame St, 123-123-1234Elmo, Jones, 123 Sesame St, 234-234-2345Elmo, Jones, 123 Sesame St, 345-345-3456

2
chanelle
1 year ago
U
UkAutoProNew
asked in Troubleshooting

Help with zapping between Google Calender and Active campaign

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.Hi All,Hope everyone is well and having a great start to their week! I’m currently in the process of having it so when a customer is added to my Google Calendar, the tag on their account automatically changes. I’ve gotten this far however I’m having issues getting any further.Any time i try to add the ‘CONTACT ID’ section using any of the details I received from Google calender (e.g. email, phone etc.) which match the users details on my Active campaign (see 1st image below) I get the below error ‘the app returned contact not found’ (please see image below that)!Anyone have any idea where I’m going wrong? I’ve been trying to fix this all day and had no luck, it’s very annoying, it almost seems like Active campaign still cant match the users information from the Active campaign users details to the existing Google c

2
chanelle
1 year ago
P
peteroneilljrBeginner
asked in How Do I

Create daily zap for new job postings on linkedin

Hello Zapier Community!  I get a daily notification from Linkedin when someone posts a job that says “Open Policy Agent”. I’d like for this notification to create a message in slack with the job posting. Is there any easy way to accomplish this? Thanks!Peter

4
chanelle
1 year ago

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