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Find Folder Action - Using File Name naming convention
Hi there,I am looking to automate the process of uploading documents from OneDrive to private folders in our client portal, Clinked. The folder structure in Clinked is as follows:Group > File Type > Client IDE.g. Fund 123 > Tax Document > ABC-123 I have attempted to name the files according to each Client’s name, e.g ABC-123_Company A, then used the following Zap strucuture:New File Uploaded to OneDrive Find folder in Clinked Upload file in ClinkedThe issue is that this only works where the Folder can be found based upon file name, e.g. naming the file exactly ABC-123.However, as we will be uploading multiple documents to each client folder, based upon the type, e.g. ABC-123_Company 1.pdf, ABC-123_Company 2.pdf, this can’t be done. Is there anyway to find folder based upon part of the file name, or an easy way to find folder based upon a file tag field which can be set? Many thanks for all assistance!
How to export an ordered list of line items from a Zapier loop?
Loop specifics on the left, and Zap overview on the rightI have a Zap that takes order info from Woocommerce and compiles it into a Quotient lead. This works fine for single product orders, but for multiple products I need a loop. Currently, this just exports everything in line (i.e. Product 1 name, Product 2 name, Product 1 attributes, Product 2 attributes, etc). Ideally it would be collated (i.e. Product 1 name, Product 1 attributes, Product 2 name, Product 2 attributes, etc) depending on the number of items in the order.Furthermore, I assume this would create a new lead in Quotient for every loop, as the final step is included inside the loop (i.e. it would create 3 separate leads for an order with 3 products, for 3 iterations of the loop). Is there any way to remedy this? Would this involve some Code by Zapier, or a Filter? or 2 separate Zaps?
Send large amounts of data in large batches hourly
I would like a log of calls calls to be automatically uploaded to a google sheet by catching a raw hook from the provider. Is there a way that it could collect all the responses over the course of an hour, and upload them all at once in a single action every hour? The goal is to avoid it using up thousands of tasks a day, since it really doesn’t need to be updated live.
2-Way Sync | Salesforce Tasks & Google Tasks
Hello I'm trying to create a 2-way sync zap between Google Tasks and Salesforce Tasks. This means that when a task is created or modified in either platform, it will be reflected in the other platform as well.I'm familiar with setting up basic zaps, but I'm having trouble figuring out how to set this up specifically. I would greatly appreciate it if someone could provide detailed instructions on how to create this zap workflow.To give a little more context, here are the specific things I'd like the zap to do:If a new task is created in Google Tasks, it should be created as a new task in Salesforce If a task in Google Tasks is marked as complete, the corresponding task in Salesforce should be marked as complete as well If a task in Salesforce is marked as complete, the corresponding task in Google Tasks should be marked as complete as well Looping should be avoidedAny help would be much appreciated. Thank you in advance for your time and assistance!
Cannot send message by Facebook messenger even we have conversation within 24 hours
Hello guys,I am seeing this error message “You can only send an automated message to the user with a PSID of '543392374435366' within 24 hours of them having sent a message to your page.”The thing is that I am using Facebook lead ads by messenger, except for the automatic ad questions, the user also send me a message “K” after that, so there should be message between us.And these happened within 24 hours.Why am I still having this error? I have attached the pictures.Thank you in advance.
How to capture latest slack thread (thread_ts) and channel Id based on the matching keywords found in those threads
I’’m trying to send the full thread of the messages from one Slack Channel to another Channel using 1. new message posted in the slack 2. Find the message in the slack 3. Send Channel message in the Slack. Every time when the user posting key words example ‘TESTING IN PROGRESS’ and and other user go the thread discussion. As soon as the keywords are found I wan the thread link to posted to other Channel. I see only ‘permanent link ‘ of the thread for the first time the key words used. However I would to get the thread URL every time they Key words ‘TESTING IN PROGRESS’ is posted. Thanks in advance.
Eventbrite check in trigger zap to text attendee relationship manager
Hi,I have spent half of today researching this task and ended up with zapier but can’t quite see the solution.I am trying to zap Eventbrite attendee check in trigger with a text to that attendees relationship manager saying they’ve arrived. Two-day event with 1,400 registrations managed by 50+ RMs. Any ideas please?thanksRalph
Google Sheets New or Updated Row Trigger - Not Triggering on Updated Dropdown Menu
I’ve noticed in a few Zaps that when I used the New or Updated Row trigger for Google Sheets that the Updated Row trigger is inconsistent.Specifically, it doesn’t seem to fire when the contents of an existing cell are changed, especially it’s a dropdown menu. Here’s my use case: Tracking spreadsheet of new documentation As updates are finished they’re added to the sheet However, they only publish once every week or two, so the new/updated articles are on hold A trigger column in the sheet with different statuses: Wait for publishing Go! Done (updated by the Zap once it’s successfull) Intended trigger is when the row is updated and the trigger column switches to Go! I have an exact match filter as step 1 after the trigger In looking at the Zap history, updates to existing cells in the row aren’t triggering the zap. It’s not a filter issue, the Zap run is never starting. If I type in another column, that net new content in the row usually triggers things, but not if i change the c
IP Restriction list whitelisting
I have a zap with a custom webhook sending data into a 3rd party platform that requires IP whitelisting. I have found the US-east-1 list however they are not prepared to add 1,000 IPs to their approved callers.Is there a shortened list that can be used or a possible plugin or workaround to specify a calling IP address?
Is using Webhook secured
Hey guys,I am looking to create a zap that is triggered when a user is buying an ecommerce item in my webflow site and trigger an http post request.The thing is, in the URL i need to have an api private key.Is it safe to use it this way? Is the weebhook url secured and not exposed? Thanks a lot,DuoDiv
No Link option for Zapier in Google Assistant
I’m on a Samsung S22 Ultra.Following the guides here on Zapier it says I need to go to the Zapier page within Google Asisstant and “Link” the app. I see the same page pictured on these guides but without the Link option. Because of these I’m unable to utilize my voice or text on my phone or Google Home devices for it to “start zapier” “talk with zapier” or “speak with zapier”. I go to this page Zapier and of course I don’t see the link option on my desktop, but I would have imagined on my phone. Naturally, I hit Try It, but I get. “OK. First, here are some details about hwo Google shares info with other services.” and then nothing.
zapier webhook hook request header
How do I set 'withCredentials' property on the XMLHttpRequest to 'true' before sending a request to my endpoint using the webhook action. In my end point, I want to set response cookies with a different domain that I can access later on from my browser. I can't access cookies currently because of cors policy
Creating a loop for rss feed and check for new ones
Hi! I want to achieve the following. I have a RSS-feed. Every time I open the URL it changes content so I can't use the check for new content at the beginning. I want a random item from the RSS-feed, which hasn't been used earlier, to create a WordPress post from it. How can I get just one value from the feed, checks that, if it hasn't been used continue to create a post and if it is used go back and pick another value from the feed and do the same check over and over as long as there are no more items to check. I want a new WordPress post every hour. Can someone help me explaining this? I also have Airtable.
Contact ID field won't add tag in ActiveCampaign
Hi! I’m struggling with the same problem (but connecting Kajabi to ActiveCampaign).My automation is: When Tag was added in Kajabi - Add a Tag in AC.In “Contact ID” field I tried to choose many options, but non of them worked.Could you please explain little bit more about last step that you write above (Find Contact by Email or ID). Where I can find this?Thank you!
DocuSign: Create Signature Request - Roles not loading
I have a zap triggering from Keap Max Classic that when a tag is applied it will trigger a signature request in Docusign.However, when setting up the DocuSign values, the Recipient role is blank and states “No Options Available” I’m wondering if this is due to how the docusign template is setup or something to do with the type of docusign subscription I have? Error when testing: Recipient Role required if Recipient Email or Recipient Name provided. Provide a role, clear out email and name, or contact us for more help.Any help is appreciated.
Can Zapier helps in sending automated emails to Failed Payments in Stripe?
We are looking for a service/system which help us automate our Stripe emails. We have some "Failed payments" on Stripe and want to send an automatic email whenever a "Failed payment" occur. We are also offering some promotions to get the customers back to our website in case of abandoned checkouts.Can Zapier helps in sending automated emails to Failed Payments in Stripe?
How to create Dropbox folder with shared link that anyone with the link can upload to
I’d like to create a Zap that does roughly this:Zap is triggered by a form submission (don’t need help with this) Finds contact of form submission in CRM (don’t need help with this) Create new Dropbox folder related to contact/form submission (don’t need help with this) Create a shareable link to the new folder that anyone can upload files to (need help here)The “Create Shared Link in Dropbox” step creates a link to the folder but it doesn’t look like people who receive the link can upload files to the folder, they can only create a copy of it or download the folder.
How do I remove comma from two set of names?
I am trying to remove the comma from (Wouter, Danny). I tried to use formatter find and replace, split text, etc… and none of them work. I also tried code by zapier but not sure why it is still not working. This is for our company account not for my personal account. Thanks!
Unable to choose an event when updating an event in Google Calendar
Moderator Note: Split from this topic: Hi Warren! Can I confirm that I’ve understood the issue? In the update event step, when you use the dropdown list for the Event, there’s nothing there? There’s nothing in the area that the arrow is pointing to in this screenshot? If that’s the case, then you’re right that it’s because the event needs to have been recently created for the Zap editor to pick it up. Another way that you can choose a specific event for the Zap is to use the ID of the event in the ‘Custom’ tab in the dropdown menu. To find the event ID, clicking edit on the event in your calendar, when the edit tab opens the ID is in the url. It’s the string that starts after https://calendar.google.com/calendar/r/eventedit/ In this example, the Event ID is the text that starts ‘MmZu’. When you’re copying the ID from the url, make sure that you only include the string of letters and numbers, stop if you hit any punctuation, so the ID in the example above ends with ‘jb20’ When you
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