Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Home
Get Help

Get Help

Find answers to your questions. Ask the Community for help or hire someone to help you.

30088 Topics

TJC2015New

How do I configure a Zap to send individual emails using data from Google Sheets?

Hello everyone,I'm currently working on a Zap that is supposed to send individual emails to a list of clients. I have a Google Sheet with 50 names and email addresses, and I want to send the same email to each person individually. However, I'm encountering some issues.What I've Done So Far:I've set up a Google Sheet with two columns: one for names and one for email addresses. I'm using the "Format Row" action in Zapier to format the email content, which includes the client's name. I've set up an email action to send the emails.The Issue: When I test the Zap, it sends the email to all three test email addresses at once, and their email addresses are visible to each other. Additionally, the name is not being read correctly from the Google Sheet.What I've Tried:I've triple-checked the Google Sheet and Zapier setup. I've used three test emails to ensure I'm not sending incorrect emails to actual clients.Question: What step am I missing that is causing the Zap to send emails to everyone at

2461

1 year ago

S

sara1234New

asked in Troubleshooting

HubSpot contact was created, but there was no information in the fields.

I tried creating a zap with the trigger event from MOJO dialer and an action in HUBSPOT. The triggering event was when a new contact is created in MOJO, create a new contact in HUBSPOT.I tested and published the zap.I went to MOJO to create a new contact so I could test out the zap.I checked HUBSPOT and a contact WAS created but there was NO information in any of the fields.How can I resolve this issue?

How to not add certain email addresses in Mailchimp

Hello, I have a zap set up to add emails of customers on my Fareharbor booking page to my Mailchimp email list. However, I want to NOT add emails from Tripadvisor (as these arent real addresses). Is there any way to omit certain emails from being added to mailchimp based on words. Thanks!

asked in Troubleshooting

Failed to create a matter in Smokeball: Unexpected internal error.

I am receiving this error message converting bark leads to Monday.com items. Also need assistance with error message when converting Monday.com items to Smokeball matters as attached.Help would be greatly appreciated.

TonyBlack78New

How do I automatically pull contacts from Calendly bookings into Zapier?

I have set up my first Zap, on the free account. I wanted to know if there is a way to directly pull contacts from Calendly as they book a call with me instead of them taking the extra step to full out a form? Is this possible?

71

1 year ago

N

nzer1Beginner

asked in Troubleshooting

Unable to save edits made on action step in my Zap.

I have a zap which has an error. So I go to the editor of the action step. I go through the below process. But it doesn’t save the edit.Now this is how I go…click blue edit zap button click white “send email...” step scroll down zap to this place click blue edit zap button click blue replace button returns with the old version

1847

1 year ago

E

erin_vulpeculaBeginner

asked in Code & Webhooks

Automated email that let the recipients to directly reply to it.

Hello! How do I automate an email for newly enrolled users, allowing them to reply directly? I'm not sure if I'm making any sense but here's the details: When someone enrolls in my Teachable courses, I receive an automated email notification. The thing is, I have given a discount or promo code to some users and I want to specifically email those who used the code some sort of a personalized follow up or feedback email via Zapier or Gmail or Streak, enabling them to respond directly. So instead of Zapier sending an email to "from" recipients (the from recipient is the teachable notification), I want Zapier to send an email to "reply-to" recipients (users who used the code), and I want the users to be able to reply to that email. Although I attempted to integrate Zapier and Gmail, the emails seem to be marked as "no reply". I've been searching for solution but haven't had any luck. If anyone knows how to do this, I'd highly appreciate it!! Thank you in advance!

pazitiveBeginner

How do I set a dynamic Lookup Value in Google Sheets to automate Pinterest pin creation?

Hi guys, I’m new to automation and Zapier. I’m trying to automate pin creation for Pinterest.I pulled in 2 columns from Google Sheets, 1 has links to photos on Drive, the other has texts for overlay » both of these are sent to Placid where they are populated in an existing design I created » From there I get a download link that I want to send back to the Sheets and place on the column to the right of the values I extracted from there.I managed to go through quite a few errors with the help of Chat GPT, but I came across something it doesn’t seem to solve - My issue is that I don’t understand how to pass the Lookup Value part, I’m trying to set a dynamic value there, but I can’t understand how to do it. I recorded a quick Loom, and I’d love your help!Thank you very much.

rshenk3New

How can I retrieve data from the .xlsx file in Sharepoint and upload it to Printavo using Zapier?

Hello and Thank You,I am trying to set up a Zap that pulls the information from the first worksheet in a .xlsx file when it is uploaded to Sharepoint, converts the rows to line-items, and then uploads it to my order management system, Printavo. The trouble I am having right now is that I don’t know how to actually retrieve the information in the .xlsx file once it is uploaded to Sharepoint. Any help would be much appreciated!

1941

1 year ago

O

OptimAIze LabsBeginner

asked in How Do I

How do I integrate custom AI knowledge into Zapier integrations?

Hello,I have a question regarding custom AI knowledge in Zapier integrations. For example, if I would like to use custom knowledge of a company or from a website in Zapier, what would be the options for integration with Zapier? For example, I know one of the options could be by connecting Zapier with a chatbot from Chatbase or Botpress, but I was wondering if Zapier has any “Custom Knowledge Bases” that could be used instead?Thanks in advance!

gr8m8k8New

How can I upload PDF attachments from Gravity Forms to Zoho CRM as PDF files?

Hi there,Using the Add Attachment in Zoho CRM function with gravity form submission. The attachments are PDF files and are going into Zoho as a text file. This is a screen shot of the Zap with attachments to go into CRM:This is a screen shot of how the attachment is loaded into Zoho CRM: The attachment loads as a text file. I see another thread suggesting the attachments need to go into google sheets first? There are no instructions on how to do this and what the process is.Thank you Kate

1316

1 year ago

M

mlingardNew

asked in Troubleshooting

Zendesk error: The app returned"SoftTimeLimitExceeded()"

We have several Zaps that use Zendesk as a trigger. The event is “New ticket”Some of these Zaps have been working without fault for 2 years, however, this week we have started seeing an issue with some of these zaps.The issue results in the Zaps being switched off automatically and returning the error message below: Step 1 - New Ticket in ZendeskSoftTimeLimitExceeded() Has anyone seen this error message before or knows how we can resolve this error?

LetitaNew

How can I trigger the intake/consent form to be sent to new clients based on appointment type in Zapier?

I would like to be able to trigger an intake form to be sent to a new client when they schedule an appointment and to be able to send consent forms when they schedule specific appointments. Is this possible?

61

1 year ago

H

hannah LBeginner

asked in Troubleshooting

Airtable error: Required field "Record" (rowId) is missing.

I am not understanding what i need to modify in my second step to ensure that it finds the rowiD?here is the error i keep getting: here is my zap:

291

1 year ago

F

FrankPBeginner

asked in Code & Webhooks

Upload File & Send DocuSign Envelope to Customer - INVALID_REQUEST_PARAMETER

I am looking to automate the sending of PDFs to customer to retrieve a signature from them, trying to lock down the meat of the automation before adding in better triggers & other actions which will help us customize the emails & write back to our CRM. This is the start, when a new PDF is added to a specific OneDrive folder, Upload that PDF to DocuSign & send out for signature. From here, I use the file found in step one and upload to DocuSign. There are very few fields so I am not sure why I am getting an error Failed to create an envelope using document in DocuSignCould not create signature request: INVALID_REQUEST_PARAMETER: The request contained at least one invalid parameter. A document was defined without setting the 'name' field. I am not sure where to set the ‘name’ field as I don’t see it anywhere as an option. Could it be something with our DocuSign account? Like we dont have a level that pays for Webhooks?

How can I send initial and follow up emails to multiple emails?

Hey guys! I’ve read through some of the other posts, but still can’t seem to make this work. I have a spreadsheet with a list of emails. I would like zapier to send an initial email and then three follow up emails to everyone on this list, individually. Any suggestions for this?Thanks!

TFCNew

How to bypass constituent information in Zapier Zap from OneCause to Bloomerang?

Hello!I am trying to create a connection from OneCause to Bloomerang. I created the Trigger, but now it wants me to find the constituent and it is requiring me to put individual or organization. I want the user to fill that out because we have a mixture. Also, it requires me to put first names, last names, etc. I am unsure of all of that and don’t want it to default to all one person. This is also for the transactions. They all have the same appeal, fun, and campaign but I do not know the check number, credit card type, etc. How can I bypass all of these and have the constituent fill out their own information. Thank you :)

532

1 year ago

L

Luan NotiniNew

posted in Code & Webhooks

Can I use Zapier Like an API With My face forms?

I was searching on Facebook for ways to use the form campaign for conversion, and for that, I need to have my CRM (RD) connected to the Facebook API, so when the salesperson marks 'Sale completed,' Facebook is notified and optimizes the campaigns with the new information. In terms of integration, Zapier is an option there. I was wondering if you also provide this type of connection.

JneuhoffNew

How can I get notifications for charges without direct Zapier bank integrations?

I see that Zapier isn't connected to TD, Chase, Amex and Mint Personal Finance. Anyone have any creative ideas for what to do so I can get a notification each time I have a charge?

How to create job post (custom type post)on wordpress by email parsing?

Hi all,I want to develop a job board website. I want specific feature in that is, job posts will be created automatically by email (Gmail) parsing.I tried Zapier, but it creates only blog posts.These job posts are custom type post and not the regular default blog posts on WordPress.Is there any way to parse the email data and create a new job post? Please help me to resolve this issue.

SyrineNew

How do I import Microsoft Teams chat messages into Excel using Zapier?

Hi. I want to create a Zap that inputs information from a message sent in Microsoft Teams chat (exports specific information and values) into an Excel sheet (add a new row into an Excel table for every message). In the “Action” field of importing th info into Excel what “storage source” should i choose (One Drive or Sharepoint) and most importantly what type of link should i include in “spreadsheet” ? Thanks in advance.

dznikolaiBeginner

Have PDF automatically filled in and send this PDF via email

Hello dear Zapier Community,I have a lot of PDF documents that need to be filled in automatically when an email arrives with a certain content. This works fine so far.These just auto-filled PDF need to be sent via email, does anyone have any ideas?I use Gmail as trigger, and PDFFiller as fill tool.

TouchMathNew

How do I map WooCommerce text field to Salesforce lookup field?

Hi Team,I’m trying to map woocommerce text field to salesforce lookup field, i could find the woocommerce text field in the field mapping.Suggestions would be helpfullThanks in advance

171

1 year ago

Y

YAPsupportNew

asked in Troubleshooting

Openphone to Airtable Recording Incoming Messages

Hello, I have been having trouble recording phone number info from open when receiving incoming messages. The phone number doesn’t transfer over properly, making it difficult to pull up someone’s record id. When I collect outgoing messages, the phone data is formatted correctly. I also don’t want the record to collect my number but the numbers from the received text. How can I account for group chats? Having multiple numbers in one field also makes it difficult to collect record ids. Thank you

101

1 year ago

R

Reyjun1992New

asked in Troubleshooting

Freshdesk to Notion Zap is creating new page instead of updating the existing one.

hello. here’s my scenario.When I try to update my freshdesk case. I would expect that the existing notion page should just be updated. However, it creates a new page in notion. is there any way, that when we update the freshdesk case - it will just update the existing page in notion on the same freshdesk ID/page?

121

1 year ago

1
...
397
398
399
400
401
402
403
...
1204

Page 400 / 1204

Powered by Gainsight

Terms & Conditions

Sign up

Already have an account? Login

Use your Zapier credentials

Log in with Zapier

Log in to the Community

Use your Zapier credentials

Log in with Zapier

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK

Pricing
Help
Developer Platform
Press
Jobs
Zapier for Companies
Templates