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I am evaluating using zapier for Salesforce <> Jira integration. I can see how to workaround and create “both way sync of fields”. But I do have 3 questions regarding syncing fields, comments and attachments.Is there a way to create “middleware field values mapping”? Example Jira status values are Open, In Progress, Closed. In SF we do have values New, In Progress, Solved. Can I map ‘Open’ value from Jira to ‘New’ value in SF? For comments it look like it will be possible to get comment from Jira( ), but I have no experience using Zapier. The question is, if I can share it to SF (I was thinking maybe to field Internall Comments with tag #Jira before that), and also get comments from SF (from internall comments field AND from feed itself) to post as a comment to Jira (Action add Comment to Jira is available). Last, but crucial for us is work with attachments/files, I can see action Create Attachment for SF, but for our use case more important is to get file from SF and create it
I have set up a Zap that whenever a new customer is created in QuickBooks it looks for that cusomter in the CRM and if it does not exist then it creates one. However I need the account number that the CRM assigns to be sent back to Quickbooks/QBO. I know that Zapier is not bi-directional but what could I use as a trigger to push the account number from the CRM into Quickbooks? BTW- not all accounts in the CRM will be in Quickbooks, only the ones that have purchased something. Along the same lines but a different question (and maybe the same solution) if there is an account in both the CRM and Quickbooks/but the CRM Account number is not filled in within Quickbooks (custom field) that Zapier can check that and push the account number? Maybe use time of day as a trigger to check. Thank you for your help.
Hi - while trying to setup a simple Square to Mailchimp Zap (for each new transaction copy first name, last name, email and product ordered to my MC audience), setting up the test trigger on the Square side, it appears a valid product purchase that is grabbed does not contain the purchasers first name, family name and email address!Has anybody else had this issue with Square not sending this data? Seems crazy to me ..So when I go to the Mailchimp side and attempt to map the first name, family name, and email address … it says “no data” (image below). How could Square not record/send the buyers name and email address as part of their data stream for a transaction?I then want to filter different products into different audiences, but can’t even get past the first step of writing name, email address and product into one audience.Any help is greatly appreciated.Thanks!Clive
Hi champs!Google Calendar - getting a 403 error when I try to get my zap to publish a new detailed event on someone’s calendar My Zap taps to BambooHR so whenever anyone gets a day off, it should create an full day OOO event in that person’s calendarMy steps are pretty straightforward with Bambooo and I can confirm it’s working well there but When I test Google calendar I’m getting 403 “You need to have writer access to this calendar.”I’m an admin in our enterprise google account I searched online but couldn’t find anything relevant - should I be using a superuser account over at google or is there any other setting I should change?Already read this article but it doesn’t seem so relevant
Hello, I am trying to convert text I retrieve from a invoicing tool. The text does contain the german umlauts (ä, ö, ü). And the data is formatted as HTML (i.e. ä = &auml / ü = &uuml; etc.).I used the Zapier Format/Convert HTML to Markdown, but it does convert the umlauts not correctly: &aauml; = a / &uuml; = u. Is there a better way to convert HTML to text with umlauts? Thanks :-)
Hi there,I’ve set up a Zap to share new Wordpress blog posts to Facebook. This shares the link which displays on fb with the featured image, gravy. I’d also like to share this on Instagram - however within the post data from the wordpress post there’s no image URL I can find. Just the “wp:featuredmedia href" which is: https://URL.com/wp-json/wp/v2/media/194 Can anyone help? How do I send a .jpg file image URL for the featured image from Wordpress to Zapier? Cheers,Ben
Hello All! I’m looking for some advice and tips to approach the following Zap I’m trying to create, any hints or pointers greatly appreciated! I have a form on our Squarespace site which has check box inputs with outputs comma separated response.For each of this check boxes on the form I have a matching checkbox in Salesforce which I want to select. What approaches could you suggest to solve this?
Hi Guys, I have built a funnel in Clickfunnels where I have forms that ask for details for my prospects in several (20 suburb ) Steps.I would like to know if I can create 1 Zapier and set multiple triggers (new contact in any of the 20 steps) and the action to send me an email with the prospect details.Basically I want to be able to collect the prospect details (that comes from any of the 20 steps) in 1 unique Zap.
So, probably I have designed my Workflow in an impossible way, so maybe someone has an idea there, but maybe it’s also possible to somehow accomplish what’s written in the title. Situation is as follows: I have a CRM with records that contain relationships to 1 or 2 other records. Currently I read out the IDs of these related records and store them in a GSheet say in column B and C. I then want to look up details of these related records and automate document generation with Docupilot. The problem is: Column C is sometimes empty (no related record) and sometimes not. The Zap tries to look up the related record, and in case the column is empty, Errors and Stops. How can I accomplish what I want. Sorry, I seem to have a conceptual blockade. Thanks for your tips! 🙏🏻
I am trying to create a Zap so that when someone purchases an item in my Square online store, their info gets added to a specific group in my Mailchimp list. The Square transaction step isn’t showing data, even though there was a recent transaction. Would appreciate any support.
Hi all, I’m new to Zapier. I’ve set up a Salesforce to MS Teams zap, which is working, but I have a couple of things I’d like to tidy up. The first one is, I at mention a user which works when I do the test zap, but doesn’t work when the zap runs itself. Has anyone come across this? The second is, is there a way to post into the channel as myself, rather than as Zapier?Thanks!
test trigger says “ACCESS DENIED” - “We couldn’t find a loopCreate a new loop in your Dotloop [Email removed by moderator] #2 account and test your trigger again.”. Im trying to create a google spreadsheet with all of our loops and there details. The Zapier Community is a public forum, please be careful not to include private or personal information in your posts.
Hi, I’ve created 20 zaps that are connected to a specific google sheet. We have recently spun off a new company from our parent and now have a new GSuite domain. I have made a copy the google sheet and in the new domain and updated the Zapier Connected App to point to the new domain. Each Zap is still connected to the old domain file. Is there an easy/non-risky way of updating each Zap to point to the new domain and file? I tried with one file and immediately lost all the data mappings in the Zap even though it’s a copy of the identical file. Thank you in advance!!JasonCTOCobomba
On Squarespace, my test was successful, but it continues to say "awaiting connection to Zapier.” I’m trying to integrate a Zoom registration form into Squarespace using Zapier. I’ve already read the following article on Squarespace: “Adding form integrations with Zapier.” Nothing there has solved the problem.
Hi All, As far as I can tell the “Run Now” option has been removed from the “Instant” application Zaps. The problem is that they are not instant and when delivering training or just testing, it can be a a while waiting for them to run. Are there any workarounds to manually run instants? Cheers
Hi,Hi there,I'm having trouble connecting the zoom to the mailerlite.While creating the zap - the message: "A New Meeting could not be found.Invalid time value ".Can't do the test.The problem appears when creating a meeting (I'm not use webinars)I took 2 print screen and attached them:https://naforum.zapodaj.net/77689e79b4be.jpg.htmlhttps://naforum.zapodaj.net/45925fb3e438.jpg.html Thanks for helping me,
I am using a zap that has multiple webhook actions and I need to use the token from Wrike each time. If I needed to change this token I would then need to do it in each step. Thoughts on the best approach to store this in one step and then reference it in subesguent steps?
We are using Dynamics 365 on Version 1612 (22.214.171.124) (DB 126.96.36.199) on-premises. Can we connect pheedloop registrations (data) into CRM using zapier?
As this year its all virtual events. We are working with Pheedloop to register our attendees. However as we cannot allow everyone to attend this events. We have members registered in CRM and only they can attend. Hence we want pheedloop to use zapier to register and confirm the member there and there. Is there a way for zapier to connect with CRM On premise?
Hello, I am trying to create a new module entry in Zoho CRM (a new purchase order) after a new subscription order in WooCommerce has been created and assign a issue number of a magazine (i.e. 62). If someone orders a subscription in WooCommerce and chooses “the subscription should start with” issue number 62, this issue should be linked with an entry in the custom module “issue numbers” in Zoho CRM. The custom module name in “issue numbers” is exactly the same format: 62, 63, 64 etc. I tried to add the number in a field “Abonnementoption” to link it with the existing entries in the module “Issue number” but I got the error message: Unable to create entry in module: Purchase_Orders. Error : Invalid data for the field Abonnementoption. Do I have to add the step “Find Module Entry” before the “Create a new module entry in Zoho CRM”? What I am doing wrong?Thanks for any advice.
Hello everyone,I created a Google Sheets to Google Calendar zap that creates an event in the calendar each time a new row is created in a sheet. So far, so good. It works. The thing is, I’ve noticed that I get duplicates of the same event in my calendar and they keep piling up each day.I have no idea what might be doing this. Does someone know?By the way, I also just noticed that my zap count is increasing, although I have not created as many new rows as there are new zaps. Something is definitely not right.Thank you so much.