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We subscribe to Zillow long form leads. We need to create a new lead in Salesforce whenever a new contact is created in Zillow. We are able to connect Zillow and Salesforce and insert a lead using Zillow Tech Connect.The problem is we need to use lookup tables to map picklist values correctly. I have watched the videos and read help topics. There does not seem to be a way to use lookup tables with Zillow and Salesforce. Has anyone done this?
Full confession: I am brand new to docusign administration, smartsheets, and zapier-but I am learning fast. I am trying to automate the document flow for my new hires. The idea is that when a new candidate row is added on smartsheets, zapier will trigger docusign to send the background consent form to the candidate email. I have created the form in DocuSign and when I tested it straight from DocuSign it worked perfect. The Zap worked in that when I added a new row I did get the docusign, but all of the fields that I had previously set up were gone. I think it has something to do with assigning the role of “Needs to Sign” on the docusign form. Is there a way to do that through the Zap? Thanks for the feedback!
We keep getting the response when trying to zap from Zoho Crm - into Woocommerce to update product data, not to create a product, but just to update in woocommerce. We get this error first Then we get this upon running the test Then when we hit troubleshoot when can’t locate any help topics or associated documentation to figure this out.Please help!
We have multiple Zoom Webinar and Meeting sessions coming up and I’m trying to Zap the new registrations to AirTable. Problem is, the topic title appears to have no data in Zap (although it is completed in Zoom). We can’t figure out how to distinguish between sessions when we have multiple sessions being filtered into the same table. I can’t find another place in Zoom to add this title do that Zapier will recognize the field.
Has anyone done an integration with Airtable <> Mailchimp via Zapier? Here's what I'm looking to do:#1 I have two separate forms on Airtable, with emails attached to each form created by the user#2 When a new record is created in Airtable, I want to create a Zap that automatically pushes those email addresses into two separate lists on Mailchimp (using two separate tags, one for each form)#3 Each tagged email address is put into an email drip campaign via Mailchimp automatically - resulting in TWO email drip campaigns, depending on which form is completed and taggedHas anyone done this before? Can anyone help me set this up? Thank you!
I am trying to use Zaps to automate copying and deleting events from one calendar to another. I can get the events to copy when created just fine. However, I am getting 404 errors in my “Delete when cancelled” Zap. I am using “event summary” as the targeted field, and I can confirm the information is in my calendar (As I can see it), but for some reason Zap cannot. The theoretical workflow:If (EVENT A) is CANCELLED on CAL ADelete (EVENT A) on CAL B Zapier is pulling EVENT A, but cannot seem to correlated it on CAL B. I have tried Start and End times as well with no success, and have confirmed the calendars are correctly targeted.
Hello, I have a problem with my Calendly -> Create a Deal in Hubspot zap. They put me "The app returned "Lead not found". The problem is when a person takes an appointment on calendly it puts the person in all my campaigns and creates a transaction for each campaign. Instead of putting the person in a campaign and creating a transaction. My zap goes through Lemliste and that person is not in my Lemliste campaign so it's normal that it doesn't find them. But that's why it creates a lot of transactions for me and puts them in all my campaigns. How can I solve my problem? Thank you very much for helping me with my problem.
Hi all, I wanted to change the allocation of Tasks (automated) to another user. I use Zapier to make the connections and I don’t know how to change it. The help on Agile CRM told me: “The Owner will be assigned based on the User API key used for creating the Zap.” & if I want to change it to go ask for the help of a web developer… Does anyone here have an idea about changing the ownership for automated task creation? Thank you!
Hi All,First timer here and hoping someone/anyone can help please!I use Magento 188.8.131.52 (ecommerce platform) and SendGrid (marketing).When customers place an order in Magento, I would like to create a ZAP to add them as a CONTACT in SendGrid, IF they don’t exist already.IF they already exist, I would like to send the order date from Magento to their CONTACT card in SendGrid.
Hello there, I’m trying to post on my Instagram account by creating RecurPost Zap so whatever I have scheduled in RecurPost will go out to my IG account via zapier. But my updates are going out with delay. They are not posting as per the correct time. My timezone on Zapier is also correct. Is there any solution to stop the updates posting on the wrong time (delay)? Thank you.Zameer.
I have a WooComemrce To Google Sheet Setup and I’ve added in a custom formula for a SKU system but unfortunately every time the Zapier automation runs it doesn’t copy or update the fields with the formulas.Do I need to copy these formulas into the ZAP? I have Order Date (A2), Customer ID, Customer Name, Order ID and Product ID(E2) as fields pulled from WooCommerce with Zapier just fine. Then I have two columns, SKY and Tracking 1 that are custom formulas that need to be added dynamically every time an order comes in. =ARRAYFORMULA(IF(A2<>"",CONCATENATE(E2," ",SKUS!A1)," ")) When I add a new order this formula doesn’t copy like it would if I added it in Google Sheets. How to I get Zapier to copy that formula and change it dynamically?
I want to set up a Zap which sends data from a FaceBook Lead Ad, to BOTH my own email management system, and to someone else’s email management system, simultaneously. (I’ve already got it working with my own email management system).Is that possible using a Multi-step Zap? Is it just a matter of entering their details and confirming that it works?Thanks!Chris
I build zap using zapier, which performs "Find Person" Action on Pipedrive crm (the question is relevant to search in any integration)The result returned from the search is a single object. (Contrary to what might be expected - an array of objects)My goal is to know how many records returned from the search (I mean the list length actually), and use that information to perform various actions later in the Zap.How can this be done? how my zap currently looksThanks
Hello everyone, I’m looking into intercom/salesforce integration and want to have a trigger event that will continuously update contact fields in salesforce every time a user is updated. For example I want the Last Seen field in salesforce to be updated every time that same field is updated in intercom.Currently there are a limited number of trigger options in intercom from zapier that can start subsequent processes.How can I create a new trigger event when a user is updated?I’m looking into something similar as shown in this 3rd option of the following article https://tray.io/documentation/platform/quick-start-templates/syncing-intercom-user-data-into-salesforce/
We are having a major issue where our zap is turning itself off with this message: Zap was stopped due to high error ratioUpon investigation, we have a step where we are looking up Slack users by email. If a user isn’t found an error is thrown, and I don’t see any way to gracefully handle this to prevent an error. If a user isn’t found it should just stop the zap but not cause an error. How do I configure this? Thank you!
I need a feature to pull transaction IDs as a buyer and then send it to google sheet. Like, I paid someone for an item via PayPal. Now I want to get this transaction ID into google sheet. It seems like there is only Zaps for merchant who use paypal to receive money from customers. No trigger events for buyer? Anyone?
Hi, I am in the Free plan. I only have ONE zap. we are a 2 person team. Trying to create a Task in Wrike (Project Mgmt Software) when a New Order is placed in Shopify. Test is successful. Its a very simple 2 step process - Trigger and action. upon test Task is created in Wrike successfully. But cannot Turn ON the Zapier task as its asking me to get the Professional Plan (not even the Starter Plan). Its way too expensive to get either of the plan to do a really simple task. Is there anyway I can achieve this on the Zapier Free plan?
I am trying to “create a new document from template” in Google docs. Like here: (https://zapier.com/apps/google-docs/tutorials/create-autopopulate-google-docs-template), but my trigger is a new spreadsheet row. So new row in google sheets > Create a new document from a template. My problem is that Zapier can’t see any of the docx templates that i have in my Google drive folder. When it comes to the step to find the template document I get the error “No options available”. Curious about this, I tried another zap with Google docs to see if Zapier could see any of my Google docs. I just wanted to see if any doc at all could be “read” by Zapier. For that zap I got an error “We couldn’t find a document” error. I have multiple docx files in the folder I am directing Zapier too. Is there something I need to do to these documents so they can be “read” by Zapier, to be able to use them for the “create a new document from template" action? Thanks