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28681 Topics
Arturo
ArturoBeginner
asked in How Do I
How do I load specific S3 key data into Salesforce and extract CSV Data for further steps?

Hello! How can I load data dynamically from S3 to salesforce? I saw that I can choose a s3 bucket but I want to reduce the scope to only one key and not all the bucket. Also, how can I extract all the data from csv file in S3 and reuse it in further steps? Thanks in advance. 

4
ken.a
1 year ago
Chris1234
Chris1234New
asked in Code & Webhooks
Updating LeadConnector Opportunity

Hi,I have a current connection set up with LeadConnector and Google Drive. The use case is to create a unique Google Drive folder for every new opportunity that is created in LeadConnector. This works functions well, as shown by Steps 1 and 2. However, the issue arises when I try to update the existing opportunity in Step 4 (Step 3 is just an email). There is no search function so I tried just matching against First Name + Last Name or email but they just create brand new opportunities instead of updating the exisiting one. Any help would be great! 

4
Chris1234
1 year ago
mdhillison
mdhillisonBeginner
asked in Troubleshooting
Slack error: The "Schedule At" field can't be in the past. Enter a value "Schedule At" that is in the future.

I keep getting an error that the Schedule At cannot be in the past. I’m using the field from the data on Signup Genius - which the first date is September 2, 2023 8pm EST.I’ve tried with both fields startdate and startdatestring.I have set my time zone on my account.Could there be a problem with how Signup Genius formats the time and date? Maybe it thinks it is 02/09/23 as opposed to 09/02/23?HELP and thanks in advance! 

4
mdhillison
1 year ago
J
JustJaceBeginner
asked in Troubleshooting
Zoho sign getting document fields as line items

I’m trying to Get Document Form Data in Zoho Sign and can’t figure out why everything is in comma delimited values. Every single field I have in my Zoho sign document is labeled properly and uniquely.When I create the next step and try to place the data into the Zap I get this  Those are all individual fields.how am I supposed to work with that?

4
Troy Tessalone
1 year ago
Seaney Shell
Seaney ShellBeginner
asked in How Do I
How to find the root message in a thread in Slack using an @mention in the comments?

Is there a way to find the root message in a thread in slack?functionally I would like to be able to use an @mention in the comments of a thread to grab the top level post of that thread.I have the thread T which is the same as the top level post’s T value so i think I should be able to find the top level post somehow, but I am unsure how to do this.thank you in advance 

4
SamB
Community Manager
4 months ago
GeorgiM
GeorgiMBeginner
asked in Code & Webhooks
Exit a zap through a Code by Zapier step

Hi, I’m looking at some custom logic with a Code by Zapier step, and it would be convenient if under certain expected conditions, I can just terminate the Zap. I know I can return a value that can then be used in a Filter step but that just seems like an overkill. I’ve tried returning `null` (using the Javascript actions) and `process.exit(0)` but both of these result in a Zap error. Has anyone found a way to do this more gracefully without a Filter step?  

4
Troy Tessalone
1 year ago
EForm80
EForm80Beginner
asked in How Do I
Automate incoming Emails from Hostaway (App) to Google Calendar for Airbnb Cleanings

Every time a cleaning is set up an email is sent to my company.  The owner doesn’t want to give us full access to Hostaway, the scheduling app so I’m trying to automate the incoming emails with all the scheduling information to my google calendar for employee assignment.Email Body 

4
rachael.silvano
1 year ago
W
Wellow123Beginner
asked in Troubleshooting
Zap does not receive a response from Google Sheets

Hello Everyone, I have a Zap triggered when a row is added in a google sheet table. In step 4 of my Zap I do a look up in a google sheet table, but I get this error “This usually happens when the Zap does not receive a response from Google Sheets within 30 seconds confirming we could access the spreadsheet data successfully.” The connexion is right, this table only has 700 rows, the sheet and table IDs are right, and there is the value in the google sheet. I tried replaying them but it’s not working.. When I replay a zap, will it replay with new data it the google sheet has been updated? Or only the one the triggered the zap? Thanks for your helps!  

4
Troy Tessalone
4 months ago
smccms
smccmsBeginner
asked in Troubleshooting
Why is Zapier transferring HTML instead of plain text from Outlook email body to Smartsheet?

Hi All,I’m relatively new to using Zapier. I’d like to automate cataloging emails received from an outlook inbox to a Smartsheet. I’ve successfully connected the two apps and it’s working pretty well- the issue that I’m having is with the body of the email. The Zapier pulls over the HTML code to the Smartsheet, rather than just the plain text. Currently I can pull over a “body preview” and that is working well, but the problem is not the entire message is transferred.  I’ve tried using the Zapier template and having emails forwarded to the Zapier email address. That didn’t work because columns such as the original sender are then changed.  Are there settings in my outlook that should be changed in order for the body text to be transferred? Any other recommendations to solve this?  Thank you,

4
ken.a
1 year ago
Psymon7
Psymon7Beginner
asked in How Do I
Request: Add Instagram Reels integration to Zapier

Hi, with Reels taking the world by storm I am very impressed that Zapier has not made this available yet.I see a lot of requests for this feature. Would you kindly make this available?Thank you. Psymon

4
ken.a
1 year ago
Mercy
MercyBeginner
asked in How Do I
How do I create a new invoice in QuickBooks Online with multiple line items from different sources?

Create new Invoice in QBOI am trying to create a new invoice in Quickbooks online. My invoice has multiple line items. One line item comes from the project and the other comes from the Invoice in salesforce . The product/services vary for each line item. The create a new invoice Item let’s me choose only one product at time?For eg., Currently it gets created like this         Not what I am looking for.Instead I want it look like the above image. Even the Quantity and Rate needs to vary. For the desc row, it always needs to default to 0. My line

4
ken.a
1 year ago
SarahGav
SarahGavNew
asked in Troubleshooting
Unable to send contacts to HubSpot when adding a new registrant from Zoom.

This may be a dumb question but I am trying to set up a Zap for when a “new meeting registrant” happens in Zoom, a contact is added to a Hubspot List. When I test each step in the Zap, it seems to work. But when I publish the Zap, it’s not even triggering. I feel like I have tried every possible iteration to get this to work.Here are the steps I have tried. I have also tried doing “find contact in Hubspot” with the checkbox to create a contact and it still doesn’t work. Any thoughts or help is greatly appreciated! 

4
I
9 months ago
United
UnitedBeginner
asked in Troubleshooting
ZOHO CRM - all zaps have stopped MY_CONTACTS_OVERFLOW_COUNT

We use a lot of Zaps to transfer new client deails onto ZOHO CRM but as of today all of them have stopped with the message MY_CONTACTS_OVERFLOW_COUNT. I have spoken to ZOHO who have confirmed nothing is wrong with the account and we have a lot of space left.Looking at the Zaps it says that Create Contact is now Deprecated so have tried to change it to Create/Update Module Entry but still getting the same thing ……. please help

4
rachael.silvano
1 year ago
BocaTaq
BocaTaqBeginner
asked in Troubleshooting
New File in Folder - Google Drive - Not Triggering when existing file is edited and moved to the folder assigned to the zap

Hi! I have a zap set up: email the pdf of new file in a shared google drive folder. The zap normally works but on occasion, when moving an existing file from an outside folder that is within the same shared drive (into the folder assigned to the zap), it does not trigger and zapier does not reflect an error. I am aware that edits need to be made to an existing file within four days of the move. I have tested making edits before moving, closing the file and waiting on a zap and the zap still isn’t running. Additional background:We have private domain google email accounts (bocataq.com) as well as a gmail.com account that access these files. The shared drive is on the private domain (bocataq.com) but files are normally generated by the google.com user. The zap normally triggers when either the bocataq.com or google.com accounts create and move the files into the folder. The file that triggers the zap is a google sheet.

4
BocaTaq
1 year ago
JeffInDallas
JeffInDallasNew
asked in How Do I
Can I Connect Shopify and RingCentral for Order Status?

OK, so I have been looking around and I can’t quite find an answer to this and was hoping for some guidance. We use RingCentral and Shopify.   I was hoping to create a hook between the two where when a customer calls in, then picks say Option 1 for order status, either then using the phone number they are calling from (or they can input an order #), we will be able to connect to Shopify, get specific of the order status (like shipment details), and then pass it back automatically to the caller. Is that even possible with Zapier??

4
JeffInDallas
1 year ago
nick-liberty-and-co
nick-liberty-and-coBeginner
asked in How Do I
How do I embed a question from Google Form into Google Slide for contributor to fill In?

Is it possible to embed a question from a Google Form (or other survey tool) into a Google Slide so that it could be filled in by a contributor to that presentation who is editing the Slide? We are not looking for a tool that collects responses in Presentation mode.

4
nick-liberty-and-co
1 year ago
Rickthezap
RickthezapBeginner
asked in How Do I
Can I use the "Link Reader" plugin in GPT-4 with Zapier?

Hey team Zapier,I was wondering if there’s a way to use the “Link reader” plugin, which is initially integrated in GPT-4. I have an OpenAI Plus account.If not, is there a different way to make my GPT-4 plugin read a certain website?thanks in advance

4
Reid
1 year ago
beckypps
beckyppsBeginner
asked in How Do I
How do I create a Zap to trigger a new Squarespace purchase to send to Flodesk automation?

I’m new on here so struggling to understand all the jargon, but going round in circles, so any help would be really appreciated!I’m trying to set up a new zap that link squarespace to flodesk and directs new customers (purchases) into a thank you automation/flow.My question is this! When I use the zap (which is linking fine to squarespace) and try to select the form under the trigger section I can’t find a relevant option and I’m not sure how to create the correct option? how do i create a form?After hunting through the help guides i found this from Squarespace:You can connect Zapier to form blocks, newsletter blocks, and cover page forms. It's not possible to connect Zapier to other forms on your site.Another Question! Does this mean I can’t do the above; zap a new buyer to a automation?!  

4
beckypps
1 year ago
D
Dentacor
asked in Troubleshooting
monday.com error: Subitem ID not showing in item data

Hello,I’m creating a zap in which a subitem is created and in the next action I edit its columns. The problem is the formatted data , ‘Data Create Item Id’, is empty every time and this brings up the error of not being able to find that previously created subitem. Here is an image showing the issue. In both testing and published versions I am getting the error.  

4
D
1 year ago
P
Pea PodBeginner
asked in How Do I
How to pull tag from Drip using Zapier when the "+" button does not show tags?

I want to add a new subscriber to Drip, and to do that, I need to set up Zapier to pull the tag from Drip. However, when I click on the "+" button, the tags are not showing up.I attempted to manually type the tag after "+", but there seems to be no match with your existing tags.Here’s a screenshot of the “+” I’m referring.Any advice is highly appreciated, thanks!

4
P
1 year ago
jlittle
jlittleNew
asked in How Do I
How do I create a folder called "communications" in Clio every time a new matter is created?

I am new to Zapier so I thought I would start out with a “simple” zap.  I am trying to create a folder called communications every time a new matter is created in Clio.  I am not having any luck.  Can someone help me out with this?  I am hoping once I figure out what I am doing wrong that will help me when creating other zaps.  Thanks!

4
munirashraf9821
1 year ago
easyautomations-HL
easyautomations-HLBeginner
asked in Troubleshooting
Unable to automatically send an email with PDF from Slack channel to the agent

 Context:I’m trying to create a zap that automates a repetitive task that happens for each deal and our team has a new channel for each deal, and we work in the real estate industry. When a one person posts a pdf (a contract in this case) my colleague wants to be able to have that trigger an email being sent (to the agent) including a copy of the pdf posted to the channel.Specific things I'm struggling with: 1) understanding how slack shows files posted to channels / downloads them to your computer,2) accessing them, and3) converting the file to a publicly accessible version to include in an email. (unsure if Google Drive would take care of this part once i can actually get a usable pdf link). I tried using PDF.co but it only generated blank PDFs when provided the slack external link to convert. Tests I’ve Run: I’ve used the “create external links” function in slack and tested with sample PDFs i’ve uploaded but they aren’t coming through in a useful format when opened (see this example

4
SamB
Community Manager
1 year ago
ring.digital
ring.digitalNew
asked in Troubleshooting
Squarespace form names show up as random numbers and letters in Pardot/Salesforce.

My form in squarespace has the name “Contact Page Form,” but in Pardot/Salesforce it shows up as a random selection of numbers and letters.  When I test it in Zapier, it works fine and the form name pulls through. When I test it on the website and send a form through, the form name shows up as the random numbers and letters. Please help! 

4
Troy Tessalone
1 year ago
Donf
DonfBeginner
asked in How Do I
How to select the first post of a thread and copy it to a sheet so that I can give it to ChatGPT with another Zap?

Hi, I’m a medical researcher trying to create a zap for chatGPT and a medical forum for scientific purposes. Now, with a site scraper and Excel I created a list of links of different threads about the same topic.I would like to run multiple conversations with ChatGPT, giving the same prompt and then the first post of a thread. I would repeat this process for each thread of the list.Is it possible to select the first post of a thread and copy it in a sheet so that i can give it to ChatGPT with another zap?Thanks in advance

4
Donf
1 year ago
M
MaccBeginner
asked in How Do I
How do I create a signature template from a newly filled PDF in PDFfiller and send it to SignNow?

Alright friends! I’m back again with another extremely niche ask. I have now mastered PDFfiller and filled documents, but I’m a bit confused as to how SignNow and PDFfiller speak to one another. It seems through Zapier, I can’t take my newly filled PDF from PDFfiller to create a template or other in SignNow. I can only send a freeform invite which doesn’t work for what I need as I need a role-based document for 1 recipient. I’m looking for a work-around. Ultimately Docusign had a similar issue, but is there something I’m missing between PDFfiller and SignNow? I’ve attached screenshots of my flow so you understand the trigger point is a newly filled document, and I’d love to take that document into signnow and have it create a signature template to then send out. I have the signature fields mapped out in PDFfiller, so you’d think SignNow would be able to convert. I also tried a workaround with creating an entirely new document from a template that I would fill in SignNow instead of PDFf

4
shalgrim
1 year ago
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