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We are trying to get add the content of a RING CENTRAL SMS to a lead/person in Copper added as a note. I can read the message content, but am unable to get it to write the note. I believe it was because it wants the ID of the person, which I don’t have from ring. So.. I created a lookup in copper, but work phone is not an option. Has anybody been able to do this? My only options for the lookup?
We’re receiving an error message when trying to select a HubSpot form to use when creating a zap:“Unable to load choicesWe're having trouble loading 'Form' data. The app did not respond in-time. It may or may not have completed successfully.”We’ve done this many, many times before and currently have active zaps that have connected HubSpot forms, that are working just fine.
I tried using G Docs find file, or G drive find file as intermediate step. Can’t stop the flow if file already exist.How do I stop the same G Doc from being created if it already exist?My input is a form with possibly same client name but different property addresses.Each time a unique address is in the form, i want it to create a property sheet under client folder but if client sheet exists, only create property sheet and not client sheet again.
We are setting a zap to categorized our new leads. Trigger is set as New lead. Then, we want the new lead to be added to a particular sendlane list based on the ads we are running. We are using a filter to classify the new lead. But when we are selecting a particular list on sendlane, we cannot see all the list created in Sendlane. What should we do?
I am making a zap when someone fills in a form on zoho it will creat an invoice in xero.this bit works. i then created a zap so it then sends the invoice from xeroi need it to do it so when the form is updated (box ticked in the OG form entry) it then sends the invoice. i cant get it to work any ideas?
Hey guys,I’m seeing this error when I am trying to do a transfer from Shopify to Google Sheets using Zapier Transfer function. I’ve done another transfer before and it worked. I thought perhaps my sample data of around 5000 lines could have been too much so I narrowed it down but a few filters but it just goes to a blank screen.I then narrowed it down to around 2000 lines by Order Number and I just get this failed to fetch error every time.Can someone let me know how to get this sorted at all? Thanks!
Can you use one Zap to send emails for multiple Google Calendar events, to different email addresses?
Hello!We are a music teaching business and we’d like to find a way to automate lesson (appointment) reminders.Is there a way to set up an automatic reminder email to each client’s email address for 1 day before their lesson? Does this need to be done as a separate Zap for each client?TIA!
Hey there, I have a large phone number data and I have 3 Zapier steps that replaces character from the beginning of the number, these are the characters from the number that are replaced“+” “-” “[:space:]”I replace all these with nothing so these characters will go but this takes up 3 steps in my Zapier, I want to know if there is a way to do it in a single Zapier step
Hello there,I’m using monday.com to manage my workflows.I sell some different products and for each type of product I have different suppliers or vendors that I'm interested to get an offer from them for each deal.So I want to build a workflow in which when the product is X and the status (on monday) is changed to "Proposals" to send an email with values from the item's columns to the relevant vendors (it can be even 10 vendors).Can you help me with that? The requested outcome is sending an email with files to different recipients.Thank you very much,Hezi
This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.I keep an Airtable database of newsletter subscribers. I would like to indicate who has unsubscribed from the newsletter.I have selected the following as the first step:1. Subscriber Removed From Group in MailerLite ClassicFind Record in AirtableUpdate Record in AirtableHow to configure Airtable to update with this data?Thank you!
Good Morning all, I have the most basic Zapier there is so far I need to justify its use and cost to my boss.I have a google sheets spreadsheet with a bunch of trips on it. I manually import them into Google Calendar. I know I can Zap them over easy enough but I need to know that it will make ang changes to the calendar that I make on the spreadsheet. Like if a time was changed on a trip in the spreadsheet will the event in the calendar change too? will it create a whole new event and leave the original or will it just change the original to the correct time/place/day whatever it was I was changing?
Hi Everyone,I would like to integrate HubSpot Contact Record to Salesforce lead record and also when ever the HubSpot Contact Record is modified new Salesforce lead record have to be created.is this doable with Zapier?
Recently I’ve received some cool SMS texts from people, and their photo opens right up in the body of the text. Not a URL that I click, but the actual photo. I want to have zapier link my Active Campaign in and send out these types of texts to selected clients..I can get the photo url included in the outgoing text msg...but not a photo. I’m an experienced Zap dude...but am stuck on this one.
Hi, I'm looking for help for a specific usecase I'm hoping to use Zapier for.What I'm looking to do is recreate an insurance calculator that my client wants to show on their website. I have the excel spreadsheet available which I'll be uploading on Google Sheets and what I'm thinking of doing is that the website user will enter their information (ex. Name, Date of Birth, Age, Sex, Current income) on a form in the website and then have this information transferred over to the insurance calculator that's uploaded on Google Sheet via Zapier. This will then update the calculator with the required information which then will result in the rest of the calculator to get updated according to the pre-built formula inside the calculator. After, this will then trigger an action to copy the form, rename it to the user's name, and emailed to the user's email address via Boost Space.Can someone please help me with this or kindly confirm if this is even doable with Zapier, a Wordpress Website form, G
Hello everyone, I added an action within one of my ZAPs for sending a transactional email via Mailjet. I have configured the fields provided and everything seems to work correctly with only one problem: the subject line of the received email always has a [TEST] at the beginning. The template is correctly published to Mailjet and I couldn't find any options around to help me solve the problem.Does anyone have any ideas why and what I'm doing wrong?Thank you.
I have been racking my brain for the last day or so.Currently I have Zapier set up as so:Calendly creates booking → Create new event in Google Calendar and it works perfectly.The issue is deleting it off the Calendar when it’s cancelled.To Clarify:Invitee Canceled in Calendly trigger → Find event (Search Term: Event UUID *matches both booked and cancelled events* / Tested and it finds the event!) → Delete Event (Custom → 2. Find Event in Google Calendar → Event 2. Description: *EVENT UUID* → Test and I get an error and Calendar doesn’t delete it.If I cancel within Calendly, it doesn’t not delete within Google Calendar.I made sure that the booking itself also features the EVENT UUID in the actual Calendar listing upon making the Calendar booking in the first place!Any ideas?
Mighty Networks error: Failed to create a member in Mighty Networks The app returned "Invalid Emails: firstname.lastname@example.org".
I have an incentive for paying in full for a program in Thrivecart. The incentive is access to an additional course program in Mighty Networks. I’ve tried to zap this together Thrivecart pay in full trigger with enroll in a specific course via Mighty Networks. I get this error when I test: Failed to create a member in Mighty NetworksThe app returned "Invalid Emails: email@example.com". In fact, I’ve tried to enroll customers in other courses on the mighty network this way -- from Thrivecart purchases -- and same problem. I actually ran through a test of my funnel and everything works fine except this. I can’t seem to connect the Mighty Network to anything. Please help! :)
Is it possible to make posts on a specified channel in a Discord group from a specific user in a private Facebook group? I am an admin in both, and it looks like there may be a limitation from Facebook’s group app permissions.Ideally, the trigger would be ‘when [user] posts’, and the action would be for Discord to post a message displaying at least the body of the post from Facebook. If [x user] posts on Facebook, new post to [x channel] displaying [message], [image], [date and time].On the ‘Set up action’ section, under ‘Message text’, certain data fields are completely unavailable/empty. Suspecting this may be a permissions issue on Facebook’s end. Running a test, I was able to get the data for message, link, date, but nothing for name.This looks to be an uncommon issue, so any advice will be greatly appreciated!
Hi I am new to Zapier, Is there a way to create a Zap, that will automatically add information from a microsoft word document into a excel spread sheet or perhaps a google sheet? Or does Zapier not work like this?