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21825 Topics

S
sgalwayBeginner
asked in Troubleshooting

New Quickbooks Invoice from Estimate not triggering Zaps

I have zaps which are triggered when a new invoice is created inside Quickbooks Online.  They work well if the invoice is created from scratch in QBO.  The zap is triggered and all steps complete.  However, the same zaps will not fire if the invoice is created from an estimate within QBO. It seems that estimates in QBO were an after thought in the Zapier integration.  I can create them with zaps but I can’t SEND them.  I have to manually open QBO, select the estimate, and send it from QBO.  Then when the estimate is approved, I again have to go in to QBO and convert the estimate to an invoice.  Then this newly created invoice is somehow different than a fresh invoice because it won’t fire the “new invoice” triggers in the QBO integration.

3
christina.d
1 year ago
J
JocHotNew
asked in How Do I

Include original message url/link from Slack trigger

Hello folks,I have a Zap which has a Slack trigger on Mentions.Then as an action, I want to create a JIRA. Ideally, I want that JIRA to contain a link to the original message in Slack for reference.Among the fields offered to me, I have the message Ts, the channel ID, but I’m missing some information to reconstruct the full URL to the message. Is this possible to do?Thanks

3
LauraP
1 year ago
A
AliCamBeginner
asked in How Do I

RSS filter new URLs only

I would like to create a filter on the RSS feed to only continue if the URL is new to the site. Currently, the RSS feed is pushing out all new posts and posts that have been edited. To get it to only push out new posts, I was thinking the Filter would help with the condition: “Only continue if… URL did not previously exist on the site.” Is there a way to create this filter. Or does anyone know another workaround to filter out post updates and only trigger the RSS action when a new post is newly published to the site for the first time?

3
A
1 year ago
B
bonnieBeginner
asked in How Do I

Is it possible to require registration when using "Create Meeting in Zoom"

The option to require registration is not offered through the Zap editor. When I test ‘Create Meeting in Zoom’, it creates meetings without registration.Is this a setting I need to change in Zoom? If so, where is it? I’m not finding it in the account settings. Any tips or workarounds on how to ‘Create Meeting in Zoom’ that requires registrations are greatly appreciated. Thank you!

3
Rachael S
1 year ago
V
valeriasemBeginner
asked in How Do I

Zap Filter + HubSpot email assignment

Hi,Would it be possible to automate email assignments on HubSpot depending on which email address received the email? So the current set-up is that we have inboxes in HubSpot that are connected to other Gmail inboxes.For example, team@test.co (which is connected to HubSpot and has a Gmail account) automatically receives emails directed to james@test.co, tim@test.co, and kim@test.co. As a result, all emails sent to james@test.co, tim@test.co, and kim@test.co are routed to team@test.co.Could we use Zapier to automatically assign John to all emails that were sent to james@test.co?Would the trigger be "New Engagement"?

3
christina.d
1 year ago
D
DeanniestenNew
asked in How Do I

Notion "Updated database" trigger

Hello, I have a paid account on automate.io (also on zapier) because I want this Notion feature: “Updated Database Item”. Since automate.io is shutting down, I really need this feature in Zapier. Are you working on this feature and when can we expect this

3
christina.d
10 months ago
I
IcarusZapsBeginner
asked in How Do I

Is this possible: Spreadsheet update to Search MYSQL to Email

I am familair with MYSQL queries and also familiar with zapier tasks when a spreadsheet updates. Wondering if this is possible: When our recieved inventory spreadsheet has a new row the zap would:Search for the item name in our MYSQL order database Return all the matches from the MYSQL DB (only customer name, email, telephone, state) email us the resultsI think it’s possible. Just haven’t really run a query in zapier. I usually run them in phpmyadmin

3
Andrés at Connex
1 year ago
N
NhanikNew
asked in How Do I

Google Sheet URL Retrieval

I have created a connection from Smartsheet to Google Sheet.  Trigger is Updated Row in SmartsheetAction is Path, A B or C : to create a Spreadsheet in Google. I then want to go find the URL of the spreadsheet created and then update it in the smartsheet row but by using the Path action it wont allow me to add any additional steps.   how can i accomplish this?  

3
jesse
1 year ago
S
SheilaBeginner
asked in Troubleshooting

Names/tasks are not added to ClickUp when a new MemberVault user is added to a product.

Hi, I have set up zap to create a ClickUp task when new MemberVault user is added to a product. Every time I run a test, it works and does not give any error. But names/tasks are not being added to ClickUp.Anyone can help? Thanks!

3
jesse
1 year ago
J
jamesgerrysNew
asked in How Do I

How do I scrape / grab data from someone's site ?

Hi , how can i Scrap / Grab from a website page when ever they add new content , here is the site from which i want its title date i only need few things , to My Sub Reddit   that site is not mine , i just wanted to Grab The Game Name and Data when ever they add new content to that page 

3
Danvers
1 year ago
R
ReggieNew
asked in How Do I

How to use formatter to convert google map data into unique fields

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 am using JOTForms to collect location data using the Google Map Locator.The map location data captures all this in one field:--Address: Q9MP+36 xxxxdin xxx, xxxxxProvince: xxxxxxCountry: xxxxxxxLongitude: xxxxxxLatitude: xxxxxxx--How do create an action that will extract values for Address, Province, Country, Lat and Long and store as unique column values in Google Sheets?Thanks in advance for any guidance. 

3
Danvers
1 year ago
A
AshleyBBeginner
asked in How Do I

Adding Values together in Zapier Storage

Hi,I’m storing values in a Zapier Storage as a list. Is there a way to add all these values together? Struggling to work this one out. 

3
Danvers
1 year ago
J
JeanneDBeginner
asked in How Do I

Google Drive: search for file, create if doesn’t exist, or replace if does

Hello,I am trying to do the following: When I new video file comes into VideoAsk, I want to find or create a Google Drive folder named for that user’s email (I can do this fine), then upload/create the file into that Google Drive folder using a special numeric code.  I have made that happen.  But then, if someone answers the same question twice in Videoask, I want to replace the file so I don’t get two copies. So the question is, what is the right order of steps to:When an response comes into Videoask,  Find a folder (create if it doesn’t exist) Upload the new file to Google Drive, or If a file with that name already exists, replace it. Somehow I can’t get the right order of steps for that last segment in one zap.  I mostly need someone to explain the logic order here. Like, do I need to build an if/then to this zap?  I would rather not, because I have a few more steps and its my understanding that if you build in if/thens logic (which I have never done) then that has to be the last st

3
jesse
1 year ago
robertandrews
robertandrewsBeginner
asked in How Do I

Tool needed: How to pull Google Analytics and other data into a monthly snapshot doc?

A client wants to receive a monthly one-page doc showing items including: Google Analytics highlights for the previous month, inc. items like the following: Top-level site traffic Top content pages Other items, inc Social engagement stats from LinkedIn, Twitter. Upcoming content marketing plans and highlights/initiatives. Google Analytics is my kryptonite.Do any simple tools exist with which I could make a doc/dashboard-doc, drag in some widgets for Google Analytics... and ?This is not just about Analytics. I'd also like to add in some manual/narrative other material, and maybe pull in some data from other software/services, too... eg. I use Airtable for upcoming-content planning, and then there's the social networks.

3
christina.d
1 year ago
S
SteffCostaBeginner
asked in Troubleshooting

SignNow document only gets emailed to our company email address, and not the customer.

Hey @jesse, running into another issue I was hoping you could help with.I set up the Zap using the steps above, however, on completion of the signing, the document only gets emailed to our company email address, and not the customer. We’d like a copy of the signed waiver to be sent to both - the company email address and the customer. Here’s how it’s been set up for your reference: 

3
jesse
1 year ago
D
dieselfishNew
asked in How Do I

How do I consolidate all tag names in a single tag field?

I’ve seen several topics describing this same issue. Unfortunately, they are all closed so I’ve had to start a new topic. It looks like there was no resolution to the earlier posts. Wondering if there have been any updates.I'm using the Pocket integration to push new entries to Notion. Pocket allows me to save "Tags" associated with each saved item, but the format of these tags in Zapier is difficult to account for using the interface.For example, if I save a web page with the tags "MySQL", "Pocket", & "App Integration", the data pulled from Pocket is formatted like this:However, when I try to customize the record in the Notion section, the fields associated with this entry are formatted like this:I'm really just looking for a single Tags field. Since the tag names change all the time, something like Tag 1, Tag 2, Tag 3... etc. would be preferred. Any suggestions on how to consolidate? I can't account for all possible tag names upfront. Thanks!

3
T
27 days ago
B
besophroBeginner
asked in Code & Webhooks

TypeError: Cannot read property 'toString' of undefined

This is for a customer note on a couple of zaps wondering how to clear the error. It looks like the zap is working with still sending the information to Active Campaign but it still sends errors. Any help appreciated. // this is wrapped in an `async` function// you can use await throughout the functionreturn { line_items_ids: inputData.lineItemsVariationID.toString(), line_tags: (inputData.tags==undefined || inputData.tags.indexOf('subscrib')==-1)?'[product] online course (Empowerment),[stage] customer':'[product] online course (Empowerment),[stage] customer,[stage] subscriber'};

3
B
1 year ago
L
Lukas0610New
asked in Troubleshooting

Google Calendar error message: Failed to create an update event in Google Calendar, the app returned "not found"

Hey Guys,I have this Google Sheet with some fields:adding the event to my Calendar works like a charm:But I don’t now how I can Access this Event and. for example, change the Start Time.  I get this error message! I hope someone can help me!Thanks

3
D
1 year ago
B
BrunoleclercBeginner
asked in How Do I

How can I transfer information from HubSpot to Google Sheets for reporting?

Hello,I have some small problems to set up a ZAP, I am open to all ideas. I would like to feed a report on Google sheet, so only numbers...From Hubspot, and every week get me the numbers (for example : new incoming contacts, those who have gone through some phases of the pipeline…)I started my zap with a "Schedule by Zapier" running "every week" Then I log in to Hubspot, then I use "Get Deal in Hubspot", I then block in the configuration to turn them into numbers... and select the correct phase of the pipeline.Thanks !

3
christina.d
1 year ago
C
Christian HomiBeginner
asked in How Do I

Extract Text from Email without parsing

Hi, within the text below I want to extract:1. the 5-digit code after the string ‘homi.one ‘, i.e. 123452. the mobile number i.e. +3069xxxxxxxx3. the first name Jane4. the surname DoeThe text is the body_plain of text extracted from Gmail for enquiries from customers.The order of info should remain the sameHow can I do this? I am using the text formatter, and I think I may need to use the extract pattern, or split text, but not sure where to go from there.Any help would be greatly appreciatedI have tried parsing, but I had a LOT of trouble, and the parser was always getting it wrong. Body_plainVisit request for the following listing.# homi.one 43866Suburb (Region)Property 41 m<sup>2</sup> for sale€42,000https://www.site.com/abcI really like this property.Please send me more information.It will be me and my two dogs. Jane Doe+3069xxxxxxxx (All day)abc@defg.hij 

3
jesse
1 year ago
A
al2022New
asked in How Do I

How to delete Slack Messages triggered by a Zap?

I accidentally created a trigger that was too sensitive and now I’ve flooded my slack channel with hundreds of messages made by the zap. How do I delete all of the messages?

3
Troy Tessalone
1 year ago
A
angelradvBeginner
asked in How Do I

Is it possible to send unique content in an email without the webhook action?

I have already configured the triggers I need, this is more about the action: I need to send a unique code from a list of codes in an email, this means picking the first code in the list and deleting it then including it in an email, I don't want to call an API endpoint for this, because I would have to code it and if I’m going to code an API endpoint for it, I rather modify my functions.php in my WordPress theme and not use Zapier at all. More context:I’m triggering the Zapier for the event paid trigger in WooCommerce integration. Thanks in advance.

3
A
1 year ago
T
TimothepBeginner
asked in How Do I

Sending messages as a Slack Bot

I created a small Slackbot (let’s call it George), to which I can send a private message. The message is then forwarded to my #Zap via WebHooks.Now I would like the Zap to answer to that private message as George.So far I could only find how to answer as a real user or as the official Slack Slackbot. Is there a way to do this?

3
Danvers
1 year ago
K
KalNew
asked in How Do I

How to send multiple rows from Excel to Slack

I’m trying to get zapier to send slack messages based on the date/column in excel. The excel sheet is updated daily and I want zapier to send slack messages for each row with a particular date or date range

3
Troy Tessalone
1 year ago
L
laveryj_New
asked in How Do I

Posting a message to a new slack channel

Hi there, I have a Zap which creates a new slack channel with a name which is referenced from a previous step. I then want to post a message to that channel, but of course at this point it is not available from the drop down list (not to mention that it’ll change every time, so I don't want to “hard select” it within the Zap). I’ve used the custom field to reference the same variable used to create the channel name, but it keeps returning an error and is unable to find the channel. The flow is as follows: > A new invoice is created in Xero> Zap creates a new slack channel with the [invoice reference] as the channel name (this works perfectly)> Zap posts a message to a slack channel called [invoice reference] using a custom field> It returns the following error: Error from Slack: channel_not_found Please note that I have tried this with an existing channel so I know that the issue is not with the channel being newly created.  Is anyone out there able to help with this? Why c

3
Danvers
1 year ago
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