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25107 Topics

kristinh
kristinhBeginner
asked in Troubleshooting

Zoho Inventory to Quickbooks Online - not finding bundles

My zap is successfully sending invoices to QBO… EXCEPT for sales orders that include “Bundles” in quickbooks online. These are products that include inventory from several other products all sold together and are necessary for our business and inventory tracking. Is there a way to force the find product zap to find the bundle products as well as regular single item inventory?  The error:The errorQBO productThe item in Zoho Inventory sales order 

5
Brem
1 year ago
vic_rad
vic_radBeginner
asked in How Do I

How to automatically create a new Item ID using the "Change Multiple Columns Value in monday.com" integrated with Google Forms?

I integrated Google Forms with Monday.com to immediate reflect data on the dashboard. The Google Forms results will be a recurring process thus multiple items will be reflected in the Monday.com board.  I used the trigger: 1. Change multiple columns value in monday.com when new or updated form response in Google Forms then action will be: 2. Change Multiple Columns Value in monday.com My problem is, Zapier is requiring for an Item ID. New responses from Google Forms will over ride the column values since it is by default referenced to item 1. I cannot always update the Monday.com dashboard just to ensure new Google Form results will not override the row referenced to item 1. Is there a way for Zapier to automatically change this Item ID so that the results will be more accurate? Thanks!

3
Brem
1 year ago
Helena MacDonald
Helena MacDonaldNew
asked in How Do I

Set up a zap that turns Wix orders into Xero invoices

Hi,  I am new to Zapier and looking to set up a zap that when an order is placed on my wix ecommerce store an invoice is created in xero. In an ideal world I would also like the zap to add this customer to xero contact unless they are already a contact. Thanks guys!!! Helena

4
chanelle
1 year ago
jason00169
jason00169Beginner
asked in Troubleshooting

Docusign Issue - missing field names

We are trying to use docusign in sending contracts but we do not understand the information that are being ask. See the screenshot below: How will we know if that is name, email address, price etc..? It’s just says Tekst……., how will we know what is that code all about?

2
jason00169
1 year ago
BFNo
BFNoNew
asked in Troubleshooting

Invalid email or password error when connecting to Clickfunnels

Im trying to make a new Zap with Clickfunnels, but are experiencing a problem when i need to connect the CF account. When logging in on the pop-up log in screen, i get “Invalid email or password.” The credentials are correct, and i have even tried resetting password a couple times, with no success. Email and password works fine when logging in directly on clickfunnels.com, but not via Zapier. Others who have experienced this before and have a solution? 

3
Brem
1 year ago
Ward
WardNew
asked in How Do I

Problems creating unique actions in Basecamp

I am trying create a series of triggers and actions thatAs a project is created in dubsado It also creates a project in basecamp 3 The it searches for the project (that it just made) in basecamp 3 Then it searches for a team member in basecamp 3 Then it adds a team member to the project (that was just created) in basecamp3The problem that I am having is that - I need the team member  to be added to the project that was just created- which is dynamicBut it only seems to want to add to. static project that was already created in the past. How do I get the action to add to the project that was just created?In side the “add the person to the project step - I got to “project” and then I go to “custom” - which one of the drop downs should I select in order for it to add to the dynamic project that was just created?

2
Troy Tessalone
1 year ago
Zipline
ZiplineBeginner
asked in Troubleshooting

Unable to load all project templates for Basecamp to choose from

Hi there, I am trying to create the following Zap: New opportunity creation in SFDC triggers A new basecamp project to be created from a templateWe have a full list of templates in basecamp but not all of them load in Zapier which is causing me some issues Here is the screenshot of what’s available in Zapier (scrolling capture) VS what we actually have in Basecamp: I can notice a couple templates missing from the Zapier update. I’ve tried re-connecting to the account, connecting to my own personal account.I did notice that we are actually running Baseamp 4 and not Basecamp 3, which is not available to choose from the Zapier integrations. Could that be the issue?

8
Zipline
1 year ago
mdardenne
mdardenneNew
asked in How Do I

QuickBooks and Square Transactions to Wave Accounting

How do I get QuickBooks transactions transferred to wave accounting?   How do I get square synced with wave accounting?

1
ken.a
1 year ago
Learning MATTERS
Learning MATTERSBeginner
asked in Troubleshooting

Jotform to Xero: Unable to link Quantity field from form to calculate invoice amount.

I am trying to connect my Jotform to Xero to create an invoice. We’ve set up the item code etc in Xero and linked this through the to Zapier form. When it comes to the Quantity I want to connect the number of attendees input on the form, to then calculate the amount on the Xero invoice. But I can see the filed code in Xero. Jotform …  Zapier connection - doesn't show this field name….   What am I getting wrong here? I am taking it the quantity amount will then multiple by the item code set up in Xero - which will then publish the invoice. 

5
Learning MATTERS
1 year ago
R
rwood_ryanBeginner
asked in How Do I

Send email from shared email in Outlook

We use Microsoft 365 / Outlook for our emails. What we would like to do is, when someone submits a form, send the customer an automatic email from a shared email. Right now we use sales@company.com in a distribution list.  In Zapier, I tried setting the “From” address to sales@company.com and I got an error saying that outlook could not send from sales@comany.com and to try something else. How can I accomplish what I’m trying to do? 

3
Troy Tessalone
1 year ago
Ward
WardNew
asked in Troubleshooting

Failed to create a create project in Basecamp 3: The app returned "Forbidden".

I am trying to create a trigger from a google spreadsheet.  The spreadsheet row is updated and I would like this to trigger creating a new project using a template in basecamp 3.  However, when I try to choose a template in the action. It saysUnable to load choicesWe're having trouble loading 'Template' data. The app returned "Forbidden". Just seeing as well, I’m also noticing that even when I try to create a project in basecamp from the new row in the google sheet - even without a template - I am getting the errorFailed to create a create project in Basecamp 3The app returned "Forbidden". I also get the same error when I try to create a basecamp project - even when the trigger is through another app such as Dubsado Please advise?

9
Zipline
1 year ago
kristinh
kristinhBeginner
asked in Troubleshooting

Failed to create a create invoice in QuickBooks Online: Invalid number: Sound in motion, QuickBooks field: CustomerRef.value

I’m trying to create a zap to generate a QBO invoice upon creative of a new sales order in Zoho Inventory. My trigger in Zoho is setup, then I have an action to find customer in QBO that seems to be functioning, then I have my create invoice action which produces this error:“Invalid Number: Invalid Number : Sound In Motion, Quickbooks Field: CustomerRef.value”Regardless of if I select the customer name from the Zoho connection, or the display name from the find customer action in QBO. What’s the issue? Thanks in advance. 

6
kristinh
1 year ago
nick1234567
nick1234567New
asked in How Do I

Open HubSpot company file 10 mins before Google Calendar event

I am trying to build a zap to open a company record in hubspot 10 mins before a google calendar event starts. Is this possible?

2
rachael.silvano
1 year ago
Obsteddy
ObsteddyNew
asked in Troubleshooting

We couldn't find a subscription Stripe

I need help I have an error when testing the stripe trigger I create a signature for some customers and zapier does not recognize it at all I created a new signature and nothingcan anybody help me?

4
ken.a
1 year ago
DeCharles
DeCharlesNew
asked in Troubleshooting

Email addresses are being encrypted.

While trying to transfer data from GForm/GSheet to Notion, the email data is being encrypted/hashed. I am trying to paste the email data into the ‘Content’ section of Notion using ‘Markdown’ format. The result looks something like this mailto:ref2@gmail.c

2
ken.a
1 year ago
EricTWG
EricTWGNew
asked in How Do I

Give Zapier automation editing rights to Google Sheets

Is it possible to give An automation Editing rights within a protected Xcel or Google sheets?I am trying to make it so when one of my orders moves to a complete or shipping status. that it populatesTask name and Address to a protected document. My account with google has editing rights to certain cells which are the ones I am trying to automate input too. But it throws an error stating its needs editing rights.

6
EricTWG
1 year ago
KungFuRetreat
KungFuRetreatBeginner
asked in How Do I

How do I fix a no "Managed Account" option when connecting Google Ads - New Campaign with Zapier?

I’m trying to connect Google Ads to Zapier. The goal is that we want the captured data & leads from Google Ads to insert into ActiveCampaign. ActiveCampaign suggests we use Zapier for this and after going through the steps, we get stuck at this part, where we cannot choose a “managed Account” option and no custom option is available.   How do we fixed this?How do we get a “Managed Account”?Is it because we need to set up a adsmanager.google.com account or are we missing something else within Google Ads? Thank you!

5
KungFuRetreat
1 year ago
premier wireless
premier wirelessBeginner
asked in Troubleshooting

Wpforms Status Code 400 Bad Request

So I'm trying to create a several new zaps but i can only get three of the forms to pass the trigger test. Like any other business I’m using different forms to do different things. Using wpforms i was able to create a 6 booking form for my business.Three of this forms are regular forms that include a date time and place for the appointment the other three are duplicates of the fist three but I added a payment method. Everything is identical! The (non payed appointments) pass the trigger test no errors...none.  The forms where the clients needs to pay aren’t able to pass the test.  I duplicated one of the ( regular free booking ) forms to see if me adding the payment section was the problem, but event tho the form is an exact copy of the one that passed the trigger test it was not able to pass the trigger test.So I created a a very similar form from scratch to the ones that passed the trigger test and again i was met with the “Status Code 400 Bad Request”  Do i have a limit of zap i can

7
ken.a
1 year ago
studio808
studio808New
asked in How Do I

Acuity Scheduling integration with Woocommerce

Hi I want to set up acuity scheduling with woocommerce so orders though acuity get sent to my woocommerce database with the customers personal information.Its quite confusing when looking at the set up and i dont know where to start. Some guidance would be greatly appreciated 

13
christina.d
1 year ago
albanygujaratisamaj
albanygujaratisamajBeginner
asked in Troubleshooting

New File In Folder Zap not Triggering

I created a Zap to notify if there is a new file uploaded. When I test it, it finds the new file but it keeps showing multiple variables and then when I save and publish the zap, its not triggering new file upload and I don’t get email.      

4
Troy Tessalone
1 year ago
Peter_Jones_Jugo
Peter_Jones_JugoNew
asked in Troubleshooting

Monday.com - Trigger to detect specific column change isn't return recently updated records.

Hi Community, I have a Zap that is looking at a set board in Modnay.com, at a specific column waiting for the values to change. We have changed the values in multiple items on the board, expecting to see them when testing the trigger. Zapier isn’t returning any of the records / items, but keeps returning the same few that actually aren’t being updated. Anyone encountered this, have a solution to this challenge? Thanks in advance!

1
Troy Tessalone
1 year ago
ChmieluXx
ChmieluXxNew
asked in Troubleshooting

ChatGPT error: The app did not respond in-time. It may or may not have completed successfully.

Hello everyone,I am wondering if you had a similar problem as mine. I just wanted to run a test query to ChatGPT via Zapier and I’ve got an error shown below image:Here is my “Action” setting, I left “Memory field” key empty: I am wondering what I did wrong because I’ve got the error: Status Code 400 Bad Request.Best regards,Bartosz

10
D
1 month ago
yogipoo
yogipooNew
asked in Troubleshooting

Zap doesnt work

I have a zap setup that whenever a new doc is created in a drive folder, a message will be sent in discord. It works when i test it but whenever i do create a new doc it doesn’t do anything normally.

1
Troy Tessalone
1 year ago
FreezingPete
FreezingPeteBeginner
asked in Troubleshooting

Unable to "wipe" previous Notion DB item, date/time value. Cannot set Date/Time value to null/empty.

Notion DB Item has property “Closed At” with date/time value set from previous “Closed” Zap that detects change in State (Open/Closed).Zap updates the Notion DB Item to reflect the same source state (Open/Closed), also populates an empty, Notion DB Item property ‘Closed At’ with the received date/time value.When the Zap again detects state change in source object, it successfully changes the Notion DB item ‘State’ from Closed to Open, yet unable to clear/wipe the “Closed At” date/time value.I have tried using other properties from Find Notion DB item: Properties Closed At End (value) which is null/empty, no change.I have tried using a code step to set and pass null value, no change.Wondering if anyone else has seen this behavior and know how to clear the date/time value from existing Notion DB Item? Thanks for any help! :) 

2
SamB
Community Manager
1 year ago
MavTrav
MavTravBeginner
asked in Troubleshooting

Salesforce Zap changing owner to Unassigned

I have a pretty easy zap setup.  It reads fields from Survey Monkey then writes them to Salesforce.Everything is working fine, except it sets the owner to group: UnassignedAnother post said that their zap was triggering the case assignment rule, so I set our assignment rule to not trigger with my account (The one the zap is using).  This did stop the case from being set to NEW, but it is still setting the owner to Unassigned.  Anyone else experience this issue?  I was very excited to have zappier take away this manual task, but it takes just as much time to go in and change the owner back.  

6
SamB
Community Manager
11 months ago
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