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28715 Topics
J
JeremyA
asked in How Do I
Best Alternatives to Zapier?

What are the best alternatives to Zapier? We have had a problem with changes to checklists in Process Street not reflecting in Zapier. As a result, we can’t update our Zaps because the new fields aren’t reflected even given time, updated API, etc. This has been going on for WEEKS.This is crippling us and over about six emails Support has only responded with idiotic guidance like “make sure you have an active checklist.” Three times. I have sent videos and screenshots and they have stopped responding.  So, time for a new service. Who’s the best alternative to Zapier for task automation?

3
J
3 years ago
P
ProFlowBeginner
asked in How Do I
SugarCRM target lists

Is it possible, with the SugarCRM 7+ integration to assign a particular contact ID to a target list?It wasn't obvious to me that it existed - would be great if it did, as I dont think it can be done within the SugarCRM BPM module.

3
P
3 years ago
I
itsonlycomputersBeginner
asked in How Do I
Batch Email - How to use looping to show fields/records from two tables in an email. - Airtable

Looking for some guidance on how to use Zapier Looping to send an email that will be specific to each  customer and include the detail of their orders in the email. I have two tables:  (I’m using AirTable)Customers Table  -  Name  - Email  - Phone - Orders (Linked Field to Orders Table)   Orders Table  -  Order # -  Order Date -  Product -  Price -  Customer  (Linked Field to Customers Table)The Zap should iterate through each customer (I’ve got this working), but also include the linked records for orders in the body of the email. Example Email:Dear {Customer}Here is your order summary for the {Total count of Orders} orders you placed with us for the month ending {End of Month}. {List of Orders for the customer}Order #, Order Date, Product, Price, etc…Order #, Order Date, Product, Price, etc…Order #, Order Date, Product, Price, etc... Thank you for your business,{The Company} MY ZAP StepsSchedule Run on 1st of Month  {Working} Find Records in Airtable that match orders from previous m

3
AndrewJDavison_Luhhu
3 years ago
O
oliver.stumpf
asked in How Do I
How can a google doc be opened by zapier?

Hi,i´m building a zap to create an google doc, thats not the problem., but in the next step i want so open the new document, so i can see the created text.How can i do this?Thanks for all!

3
AndrewJDavison_Luhhu
3 years ago
S
serg0125
asked in How Do I
Help with Gmail and amoCRM integration

Я не понимаю, как вывести имя и номер отправителя из темы письма в отдельное поле в amoCRM. Кто знает, скажите, пожалуйста. Извините за мою речь, но я пишу через переводчика. Translated to English:I don't understand how to output the name and number of the sender from the subject line into a separate field in amoCRM.Who knows, please tell me.Sorry for my speech, but I am writing through a translator.

3
AndrewJDavison_Luhhu
3 years ago
P
Peter WennerBeginner
asked in How Do I
Facebook - Keeps asking me to Reconnect account

Hy I changed my facebook password, and reconnected my account but after a couple of minutes zapier want me to reconenct again and again. Any suggestion? Thx for the help.

3
AndrewJDavison_Luhhu
3 years ago
M
MajHussain
asked in How Do I
Monday.com to Aweber

Hi So I am sending leads from Facebook Leads Ads to Monday.com using Zapier. Once that item is created in a board in Zapier I want to send the lead info to Aweber so it send automated welcome email series. Having trouble as I can’t find the column values to send name and email to Aweber to create a new subscriber. I have tried everything and it’s bugging me. Please help! Thanks in advance

3
M
3 years ago
C
CCD_ATLNew
asked in How Do I
Converting url into a PDF in Airtable

I am trying to create a zap that will convert a url into a pdf that can be stored in Airtable. The first zap is using Docusign to connect to our Airtable base which generates a url of asigned Letter of Agreement from Docusign. We now need to be able to take the url that is generated and convert it into the pdf to store in the same Airtable base. Is this possible? 

3
nicksimard
3 years ago
C
cohosalesNew
asked in How Do I
Splitting comma-separated list into individual Google Sheet columns

My Hubspot form contains several multiple choice questions where more than one answer can be selected (e.g. “What fruit do you like to eat? Select all that apply.”) If multiple answers are indeed selected, these then get transferred to Zapier as a comma-separated list (e.g. “bananas, apples, oranges”). I’d like to split these line item answers back into the individual answer categories (e.g. “bananas”, “apples”, and “oranges”) so that I can use them individually later to auto-fill a Google Sheet. This Google Sheet has each of those answer categories as individual columns (e.g. “bananas” = A, “apples” = B). I’ve tried multiple Formatter actions and can’t get them to do exactly this. Is it possible on Zapier? 

3
nicksimard
3 years ago
B
birds
asked in Troubleshooting
Why does the filters not working though testing is succesful?

I made zaps for thrive leads and kartra. The testing is fine (test email where on kartra as per the zaps actions) yet upon filling out the thrive lead forms (I tried both published and unpublished) no emails were reflected to kartra. I believe this is on the filter because the thrive lead name group is wrong upon generation of matched items. What should be done regarding this matter? Thank you.  

3
AndrewJDavison_Luhhu
3 years ago
P
Pleasehelpme
asked in How Do I
Slack to Google Photos - Post photos to different albums named after channel name

Trying to have all channels watched for new images being posted in slack. Once a new image is posted, its to be uploaded into an album in google photos. The album is to have the same name as the channel. If the album exists already, then the photo is just uploaded into that album. We create new channels for each job we have so it will need to watch all channels and not just be assigned to one. We tried, but havent been able to make it work. If it helps, I can use google drive for the same function instead of google photos, but google photos would be better.

3
XRay Tech
3 years ago
T
Travisbiz
asked in How Do I
Honeybook + Completed projects

Hello, I would like zapier to trigger an action when a project in honeybook is moved to completed. There is an option to trigger when a project stage is moved just not specifically moved to completed. Has anyone found a way to do this manually, without a multi step zap which only pro accounts can do?

3
Troy Tessalone
3 years ago
W
webwiz
asked in How Do I
Periodic scanning for missing data?

I have a Google Sheet with four columns: Email address, thing 1, thing 2, and thing 3.The possible values for the “thing” fields are “Yes” and NULL (empty / no data).Is there a way to create a Zap that periodically (say weekly) looks for rows in the table that do NOT have a “Yes” in ALL three “thing” fields and then sends an email to the address in the row(s) with a message about what’s missing?  (The message would need to be verbose and not just the column heading.)So the trigger would need to be “time” rather than creation or update of a row.And I’d need something that translates a NULL value in, say, the thing 1 and thing 3 columns to something like, “You’re missing your widget and your doohickey” in the email body.Is this possible via Zapier or too tricky?  TIA

3
XRay Tech
3 years ago
J
Jordanmm
asked in How Do I
Shared Drive not accessible by Google Docs automation

I’ve tried pasting the Google Shared Drive folder ID into the Custom field in the Google Docs automation as suggested in these help threads, but it doesn’t work. Below are screenshots of the drive URL in question and the error message I receive.    

3
AndrewJDavison_Luhhu
3 years ago
T
TaxValetBeginner
asked in How Do I
Creating Zap for Indeed Applicant into Trello Board

Howdy! So my company is in the midst of hiring and we have all of our applications create a card in Trello so that everything stays organized. The biggest issue however is Indeed. I know there are currently no Indeed integrations - but I am wondering if anyone has found a work around. In the Indeed email it includes our Screener Question with Answer, and also a public link to the resume that does not require a log in. However when I set up a Zap through gmail to create a trello board when someone applies through Indeed, in the “data” section to add into the trello card, there is no data containing that screener question and the public link to resume. The only data available to choose is a generic link to indeed (not the specific resume) and no data on the screener question. Has anyone figured out a clever way to make this work with Indeed and Trello? I tried searching in the community and google, but to no avail. Thanks!

3
T
3 years ago
A
Anonymous
asked in How Do I
Discord Message to Wordpress missing hyperlinks

Hello guys!I have recently created my first Zap which consisted of getting any new messages posted in a Discord Channel used for announcements and creating a new post with its content on my WordPress server that will be shown on my website.It worked out great at the start, but I noticed that if the Discord message has any links they would be ignored . So I believe the message is being "carried over” in plain text and the post are being created without hyperlinks.Any advice on how to solve this?Thank you for your attention

3
steph.n
3 years ago
T
Tyler L.Beginner
asked in How Do I
New database (Bubble.io?)

Hello everyone,I wanted to get an idea of what everyone else is doing out there in regards to utilizing a solid database. Right now, we use a lot of Google Sheets. Obviously this is not the optimal database source and we’ve been hitting issues since various sheets are getting big. We have looked into Airtable, but we’re also recently started utilizing Bubble.io. I know they offer a database of some sorts and wanted to know if anyone has used them as a database source or have found/use a reasonably cost effective source? Any input is greatly appreciated!

3
T
3 years ago
C
cpzapBeginner
asked in How Do I
Frame.io - Can I create assets in a project I am a collaborator on and not the owner of?

Hi there. I am wanting to use Zapier to create an asset on Frame.io. However, the project I would like to create the asset in is located in a team I am only a collaborator on and not a team member or owner. Is it possible to create assets in this scenario? I am able to create assets in my own projects on my personal account, but not in any projects I am a collaborator on in the other team space.

3
AndrewJDavison_Luhhu
3 years ago
H
hthomas1985
asked in How Do I
Transferring more information from WooCommerce to Learndash using Zapier to enroll student

Hello, I am new to Zapier.The question is using ZAP to transfer student data between 2 separate online schools.  Desired student data is contained within woocommerce on site 1 and zap is to push that data to LearnDash on site 2 and enroll student in a specific LearnDash course.My ZAP works but only allows me to transfer name.  The test file has more fields from woocommerce but I cannot figure out how to map those wanted fields to the LearnDash enrollment action.Is this possible and can you help guide me as I learn more about Zapier?Thank you

3
AndrewJDavison_Luhhu
3 years ago
P
poojafinalmile
asked in Code & Webhooks
Connecting Gorgias to Asana Using Zapier

Hello,Am trying to connect Gorgias to Asana using Zapier.  Can someone please help me to proceed?

3
SamB
Community Manager
3 years ago
K
kamil_mrozek
asked in How Do I
Add conferencing in Google Calendar other than Google Meet.

I went ahead and disabled the Google Meet for my organization and installed add-on Zoom and Microsoft Teams.  When I want to create a new Calendar event Zapier is throwing the following error: The selected Google Calendar does not support any conferencing solutions. Please select a different Google Calendar. Is it possible to use Zoom or Microsoft teams with Zapier? Adding conferencing solution in Google Calendar directly works :) 

3
Danvers
3 years ago
K
KathyGM
asked in How Do I
How to insert a Filevine form into a WordPress page.

How do I insert a “Filevine” form into a WordPress page.

3
Troy Tessalone
3 years ago
L
Luigi
asked in How Do I
Jotform to Whatsapp

I’m looking for a way to push Jotform messages to the user via Whatsapp… Jotform doesn’t allow this feature… Is there a way to do it using Zapier? Even through 3rd part applications or services? Thx in advance for any help...

3
william
3 years ago
R
rishabh_bluCursorBeginner
asked in How Do I
How to create custom automated email template using zapier whenever someone payment to stripe?

I want to send a customize email when someone pay my moodle course through stripe.  In the following mail I have add an image, one pdf file and generated payment receipt of the particular person. Please let me know how can I do it?

3
Troy Tessalone
3 years ago
A
Alicia
asked in How Do I
Dubsado Contract saved on Google Drive

Does anyone save the contracts signed in Dubsado to Google Drive with a ZAP?  I’ve been trying to figure out if this is possible (once a client signs their contract, I can see how to create the Google Drive folder, but not how to save the signed contract into that folder). Thanks!  Alicia

3
Troy Tessalone
3 years ago
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