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I have a simple Salesforce flow triggered by a Linkedin form including a Create (Lead) Record and Add Lead to Campaign actions.Unfortunately, I am unable to find the campaign name I need to tie to the Lead record created previously.I can access other records with similar record types (older and newer including a brand new dummy one created today) but not the legacy one I need to target in this flow.Any help would be appreciated.
Hi Zapier Community! I’d love to know how everyone uses PDFs in their Zaps today (or how you would like to). A few questions to get the convo started.Do you use Zaps to:Generate PDFs (e.g. certificates, invoices, etc.)? Fill data onto existing PDFs (e.g. government forms, releases, etc.)? Send signature requests? Attach PDFs to CRM records or emails? Some other use case or is there something you wish you could do that you can’t figure out? Full disclosure: our company, Anvil, just released our first Zapier integration (yay!). We think a lot about data portability and PDFs. PDFs are super interesting because they are so “locked up” and therefore both a perfect and tricky challenge for Zapier. Looking forward to hearing your thoughts and experiences! Moderator note: External website links removed.
I’m trying to use a custom field in a zap for Quickbooks Online. I found this post regarding a similar question but for invoices - I tried the solution listed but on an account and I still can’t see the custom field. Anyone had luck with Account level custom fields?
I am struggling to get all the information I want over in my zaps. I have 3 different zaps I am trying to create between clio and MONDAY. First one: When new client is added in CLIO, create a new item in MONDAY. I can do this and add name and client ID, but I am also wanting the assigned attorney and matter type to come over. That data is in clio, but I do not see it as an option to sync over into MONDAY when I try to create a new client or matter.Second zap: I would like updates in MONDAY (written in the updated section) to be moved back into clio communications. When I try to make this zap it gives me columns to choose from, but “updates” in MONDAY is not a column.Third zap: I would like payment information from clio to update in MONDAY; when a payment is received it updates on a ledger board in MONDAY.I am open to hiring someone to help me with these, I am not sure in hiring the pros who would be able to help in these specific scenarios with these softwares.
Hi,We’ve connected a specific user’s Salesforce account to a Zap, under the impression that the zap would only trigger when a new event is created or updated from that Salesforce user’s account. However, it appears that the zap is triggering when other salesforce users create new events or edit them. Is there a way to specify either that the zap only triggers for a specific user? Or for a specific Event Record type in Salesforce?
I have created the Zap in the screenshots below. It is triggered when someone books an appointment with me in Book Like a Boss. The Zap is intended to check and see if the person is a lead, if not it creates the lead. The second part is to create the appointment in Zoho and link it to the lead. Everything is working except that the meeting is not linked back to the lead record. The leads name shows up in the appointment, if I click on it, it takes me to the leads record, but the open activities still shows nothing listed. How can I connect these two records? Thanks,ShawnThis post has been edited by a moderator to remove sensitive information. Please remember to obfuscate any personally identifiable information prior to posting as this is a public forum.
Anyone aware of a Zap that will take a new contact in Active campaign and create a wordpress user? Here is what we think we need, other suggestions welcome!Website visitors fill out an AC form on the site Visitor is subscribed to a specific list in AC now Zap adds that new (or updated) contact as a user to our wordpress site with: Membership in a specific LearnDash Group (which then grants access to a course). Contact receives a new user notification from the site (this should be automatic in wordpress - no zap needed). Thanks for your suggestions!
How to send message to the Zapier robot in google group chat? (I cannot edit the title :p) I can send message to Zapier robot on my Google Chat via Webhooks by Zapier.The problem is the message only shows in the one-by-one chat, only Zapier and me. If I add Zapier robot to my working group chat. After trigger the webhook, the message still shows in one-by-one chat, not in the group chat.
Hello, is it possible to set up a trigger when a clients info is updated on Chargedesk? For example:Client A imputed a wrong tax id number or firm name, and when we manually update their tax id number i want to have a trigger to also update the info in the metadata on Stripe.
I have downloadable content on my volcanic website which is facilitated by the form option in volcanic. I want to have the email addresses from the form go into a spreadsheet using Zapier but it doesn’t seem I can as I’m not using an app - its directly in Volcanic. Do I need a plug in or can I embed Volcanic code? Thank you for any help Elle :)
Hi,I am trying to append Output 5 to the end of Output 4, while adding a delimiter of ‘||’ which is required for the data to be entered successfully. The above only seems to return the value ‘Toyfair’ and doesn’t include the Output 5, any ideas where im going wrong?Thanks,
Looking for an alternative to Importrange when performing formulas on data imported to Zapier. Importrange is slowing down my sheet to the point of almost being useless. Here’s some context:Using Zapier to create new spreadsheet rows. It creates rows in sheet 1. On sheet 2 I want to perform various formulas using the imported data.So on Sheet 2: Cell A2 I have =if(sheet1!A2=”A”,1,0)Cell A3 I have =if(sheet1!A3=”A”,1,0)and so on down the page. When Zapier creates a new sheet those cell references automatically move. So now when Zap creates new row 3 in sheet 1 that formula in sheet 2 A3 automatically switches to referencing A4. (Or for some formulas it just breaks and gives you a #ref).I could used fixed references ($) but that would prevent me from copying the formulas down the thousands of rows.The only solution I can find to keep the references pointed to the right place and not move is to copy all of sheet 1 using importrange. The problem is it makes the sheet very slow. Any better
Hi there, I’m struggling to get Zapier to access some databases I've shared in notion. The first time I did it, it worked fine, but having done some tweaking to how my database works, and re-shared it, nothing pops up in the trigger drop down menu when setting up my zap. I’ve also tried creating a new integration, with a new key, but alas the same outcome. Does anyone have any experience of this? This is the final piece of the puzzle before I move the company across from airtable to notion so I really wanna get it sorted!Thanks in advance.
I’m using the Wordpress to Buffer integration which works well for all uncategorized posts. I’m puzzled though since it ignores all posts added to one of the categories. I expected the integration to simply publish all posts but it seems to not do that. Is there something I’m missing?Thanks
Hi all! I want to use an automation to send an email reminder to clients (Attendees Emails) prior to meetings, based on Google calendar event timing. I’ve managed to find the automation but the problem is that I don’t see where I can add a filter so the email reminder will only send to clients meetings and not internal company events.The idea was to filter based on email addresses so internal email addresses (for example emails with @comapany.com) will not get the remainder and all other email addresses will. Any ideas? Thanks in advance!
I am linking Zoho Books with Zapier webhook, it is working properly when testing, but when we switch Zap on it is showing error ‘Zap was paused with error message: Cannot read property 'webhook_id' of undefined’ Can anyone help on this?
Hello Everyone, i am so confuse here please help me!i want to connect leads from FB and Tiktok to Monday.com but i keep getting these messages: *The values in your columns must: Use JSON syntax.*monday.com: invalid value, please check our API documentation for the correct data structure for this column. https://api.developer.monday.com/docs/change-column-values please let me know what should i do?
Hi I’ve set up a zap to send leads from Facebook Leads Ad to Kartra. The zaps are running successfully. I’ve checked Zap history and data in shows the customer data but data our has the follow error message: status: Errormessage: No lead foundtype: 234 Can you please help with this? Also only data I can send is email address, doesn’t give me any other option. Is there a way to send name and phone number too? Thanks in advance
Hello, as I undestood from FAQ, Zapier checks new content for trigger (wordpress legacy) ~every 15 minutes.But it is possible to configure Zapier checking time for different values, for example 30 min or 1 hour?I mean, I found Zapier Schedule, but when I use it I can’t setup “new post” on Step 2 because it possible only on Trigger step.
Hi,I’m trying to create a trigger wich fires when an event in my Google Calendar was found. I have created an event called “Survey Podcasts” in my calendar. It ist just 30 Minutes in front of my. Then I create a ZAP an put in a trigger on my calendar with a search term containing “Survey Podcasts”. But the trigger test doesn’t find that event.It only finds the event when searching for “Survey”.Does anyone know about this? Best RegardsDreiBaer
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