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FelipeAMBeginner

asked in How Do I

Can I auto-fill a document with Pipefy card information when sending it for e-signature?

My Draft takes information from a pipefy trigger card and fill up a document for signingbut, when i send the document for the person who has to sign, the document comes empty.How do i make the document comes with the information that i need?

asked in How Do I

How do I save a file from a URL to Google Drive when a new URL is provided?

Hi Guys, I am new to Zapier. I am trying to download a file from a url and save it with a specific name in my google drive. For some reason I cannot seem to find a straightforward way to do so.Some of the URLs trigger a download like http://71.172.45.51/datav2 and some are to a file like http://inventory.jovani.com/wip.csv , https://benjamin-walk.com/download/bwinventory.xlsxIn make.com I can use an http get a file trigger and save the files to my google drive. I cannot find the equivalent action in Zapier. Thank You

Zap for Zoho Checkout to AwebeNew

asked in Troubleshooting

AWeber error: Failed to find or create a subscriber in AWeber The app returned "Invalid account id"

Kindly help how can I properly set up Zoho Checout to aweber I am getting error:"Failed to find or create a subscriber in AWeber The app returned "Invalid account id" Failed to create a subscriber in AWeberThe app returned "Invalid account id". Kinldy help

asked in How Do I

How to create a ticket with an attachment Freshdesk

How would I create a new freshdesk ticket with an attachment? Once the form is created, I am looking to create a freshdesk ticket with the attached file.

marketer101Beginner

asked in How Do I

I want to update or create a new contact in a specific Constant Contact list when a form is submitted

Hi, I’m creating a zap where I want to update a contact or create a new contact but only for a particular list in Constant Contact.I have an initial zap that ads new leads to my list but errors if they fill out the form again with updated info.Our account has many lists and I don’t want to touch other lists. If I create a zap using Find or Create Contact in Constant Contact can you limit the finding to a particular list in Constant Contact? If so, how? Thank you.

bryjoBeginner

asked in How Do I

Reconnect an expired account with Zapier Manager?

I using the LinkedIn Ads app to trigger on New Lead Gen Form Responses. The LinkedIn Ads app requires that the account connection be reconnected every so often to satisfy their authentication policy. In the account manager I can see that the account is expired when this happens and needs to be reconnected. Unfortunately, when the account expires my Zap stops working and no errors are thrown. It effectively fails silently, so I have to monitor the account connection manually. Is there a way to use the Zapier Manager app to periodically reconnect my Zapier LinkedIn account nightly so I don’t have to check it regularly and reconnect it manually when the connection expires?Thank you!

asked in How Do I

How do I create a user management dashboard when a new Instagram user logs in?

Hello,I launched many automation for my business , a lot of person loved it and Want me to do the same for them.So basically my zap are easy is just you connect your instagram and then many tools are used to automate the data.But now the problem I wanted to launch that like a saas, If someone already turned zap on saas I would love to have some Tips. Now everything work for mine . I just need to add a user management so everyone can come and login with ig and then get everything on there dashbord. Thank You

PMCNew

asked in How Do I

Square orders created through WooCommerce: missing product data only shows as Order Paid with no other information

I created an order in Square using a zap, the connection is through Woo-commerce. When the order comes in, it is missing all of the product details that I included in the metadata. The client needs this to work so all meta gets sent over for their sandwich ordering, but right now all it shows up as is “Order Paid” but no other information is being sent over. Sending two pictures to show the difference in orders.

asked in Troubleshooting

Formatter returns null when Extracting URL and Email from Slack Messages

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’m trying to extract both a URL and an Email from a slack message that gets posted into a channel.I am using the email extract and URL extract modifiers on the string from Slack, but both return NULL. Am I doing something incorrectly?

Audrey graficutBeginner

posted in How Do I

How do I create an Invoice in Evolis when there's a new order in Shopify

Je vends sur le site de shopify et souhaiterais que sur Evoliz ca me créer une facture à chaque nouvelle commandeModerator translation to English:I sell on the Shopify site and would like Evoliz to create an invoice for each new order

AlexDLMBeginner

asked in How Do I

Text-davinci-003 Prompting Issue

Hey guys! I’m creating a chatbot through Zapier. What I believe to be the final problem is prompting the OpenAI API to make it act as a certain persona. I watched some videos on YouTube and I feel like I have a good understanding of what to tell the AI to make it more specific and to make it act as what I want. In fact the prompt I’ve created works perfectly in the OpenAI playground. The problem is the playground uses GPT 3.5, while OpenAI API still uses text-davinci-003. When I give davinci the prompt it doesn’t work as well, actually there’s a lot of issues. It looks like (and it makes sense to me) davinci is significantly less smart that GPT 3.5. I’ve been trying to tweak the prompt here and there to make it more clear to a “dumber” AI, but I’m struggling quite a bit. Do you guys have any idea if GPT 3.5 will soon be integrated in the API so that I can use that? Or do you have some suggestions to improve the prompts for text-davinci-003? Thanks everyone, Alex

gianlucamauroNew

asked in Troubleshooting

Slack integration stuck in loop with bot messages.

The problem has been described here already: Tl;Dr: The slack trigger gets triggered by bot messages even if the filter “trigger for bot messages” is set to False. It’s CRAZY that this is a 2 years old bug and you haven’t fixed it! This could financially ruin people if they use paid APIs in the zap. FIX IT ASAP.

StefaniaBeginner

asked in How Do I

Can I update or create Pardot prospects with customer journey & multi-touch attribution from LinkedIn Ads response?

I’ve been playing around with a zap that will create or update prospects in Pardot for me. The Trigger is: New Lead Gen Form Response in LinkedIn AdsAction: Find Prospect in Pardot (maps back to email from LinkedIn), and create new Pardot prospect if it doesn’t exist yet (mapping all relevant fields back from LinkedIn to Pardot, including Lead Source, etc.) I’m unsure what the first action is doing though - will it update the prospect if it does find it, and create a new one if it doesn’t? Or will it just check if there is one, and if not, create one? Would love to be able to update the prospect for the customer journey + multi touch attribution, if possible. Thanks!

asked in Troubleshooting

Failed to create a create page photo in Facebook Pages

appears this problem and can´t resolve itFailed to create a create page photo in Facebook Pages

epixzoeBeginner

asked in How Do I

How do I update Company and Person Category fields in Scoro via Zapier without updating the required Name fields

Hi all,I'd like to update some Person record information to match their corresponding Company in Scoro (our CRM), whenever a Company is added or updated. The information I want to update is a namely a Category custom field we have against the company, I’d like the Person category record to always match the company category.I have my Trigger set up as New or Updated Company.I have then set my Action as Create or Update Person.However when looking to update the Person record with information from the Company Record, Zapier requires you to update the First and Last Name of the Person, but I don’t want these to change and there appears to be no way to pull through the existing First and Last Name of the Person…Any ideas how I can acheive what I need? Thanks in advance :)

asked in Troubleshooting

Failed to create your Zap report: Invalid type for variable '0'. Required value type is int and passed type was str at ['data']['zap_ids'][0]

RukaikoBeginner

asked in Code & Webhooks

How do I cancel a subscription of a student in Teachable?

My main problem is that I use the bundle feature on teachable and I think there is no way to tell Zapier to uneroll a student from a bundle with the current not updated API of teachable. So I was trying to find a way that after a trigger (a cancel subscription event from woocommerce) I tell Zapier to cancel the free subscription that the student is in (because I let them join for “free” in teachable but they paid with another system outside it). So there is a way via webhook/API call to cancel a subscription?Thanks.

ManDoKOPBeginner

asked in Troubleshooting

Error downloading 5-6MB CSV file when using Import CSV File Formatter to Spreadsheet via Zapier

I would like to download a CSV file from web page or I can use formatter to go to directly to the URL which seems to change based on the date and then save it as a spreadsheet.I followed the steps from the below link. But my file size is around 5-6 MB. So I am getting an error. Any idea how to fix it? I have a deadline to complete, so quick responses will be appreciated.

asked in Troubleshooting

Podia membership cancellation is pulling incorrect data - how to fix?

I am trying to integrate podia with flodesk, and have managed pretty well up to now (thanks to the threads on here). I’m trying to update a contact by removing them from a segment on flodesk, when they cancel their membership. I have one customer who has cancelled, and I have also created a test account in Podia and cancelled the test’s membership in order to pull the data across for the Zap test purposes, however Zapier is pulling incorrect data, with subscribers that are active and clearly haven’t cancelled their membership.As you can see on the screenshot below, it’s pulled up a customer with no “cancelledAt:” data, rather than the test or another customer who has actually cancelled their membership.I’m not sure how to fix this. Any ideas? Thanks.

asked in Troubleshooting

Pipedrive - Deal Matching Filter Trigger not working

Hi, Ive my trigger is Pipedrive - Deal matching Filter. and the action is to create a clickup folder based on a template when a deal is matches the filter and the filter is ‘Won Deals’ . Its working during the test but doesnt work when its published. Im aware the filter is not instant and takes 15 mins to refresh, It was not triggered. I suspected deduplication is preventing the trigger so i created another deal an marked as won. Even after 20-30 mins since i marked as won the zap has not triggered.

asked in How Do I

Use Google login info from Bubble app to populate Google Slides presentation

I have created an App in Bubble.io and used Zapier to post information to google slides. The Zap works well however the template for the slide is saved in my google drive. As it is for an App I would like the user to log in to the app using google login (which I have set up) and then when they use use the zap it takes the login information and creates a new presentation from template in their google drive. I guess the user would need to copy the template into their Drive first? Does anyone have any ideas?

DDL_MattBeginner

asked in How Do I

Is it possible to match and update a HubSpot ticket with a new payment received in Xero?

Hello everyone, I hope you can help. I’ve been trying to create a zap for quite some time now but I can’t seem to get the expected results. We’re trying to save time for our team in checking if the payment has been made for a particular invoice. What we would like to achieve is when a new payment is reflected in our Xero account, Zapier will then grab the reference number and look for a HubSpot ticket property that matches this. Next, Zapier will then update another ticket property inside that same ticket with a simple “Yes”. (inside a dropdown list). Is this possible? If yes, I’d really appreciate it if you could show me how or if you know a related article or post about this. Thank you!

chris.zaBeginner

asked in How Do I

What does username mean for YouTube?

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 tried many different username or user id for this app, but it does not work. Does anyone know where can I get the correct username? I want to monitor a youtube author’s videos, I have this user user name like https://youtube.com/@abcHow can I set username for this app?

asked in How Do I

How can I Add Trigger Event in Pagerduty

Im setting up a zap where any new tickets generated in zendesk will trigger an alert in pagerduty. I was able to set up zendesk trigger end but when i go to pagerduty action part i’m stuck at Integration Key Field and so onwhen i choose the value it’s not giving me anything but in custom mode bunch of fragments of testing ticket content coming up. same for incident key, source URL, source Name. could someone please explain what those fields are meant for. Do i need to set up anything from pagerduty end? I’ve already created a service in pd and not sure what integration to add there. Any help would be appreciated Thanks

asked in How Do I

DEAR/Cin7 Core + Shopify Plus Integration for Incoming Inventory (POs)

Hi Community--Hope you might be able to help: Our team uses DEAR (now Cin7 Core) for stock purchases/inventory & Shopify for sales. We are looking to integrate incoming stock between DEAR and Shopify. For items 'On Order' in DEAR, we would like the PO, quantity, and x factory date to be relayed into Shopify (perhaps in the 'incoming' quantity section?). If there is stock on order and a product sells out, we will check the variant policy to 'continue selling when out of stock' in Shopify and add an 'available to ship' date to the product page (~7 days from the DEAR x-factory date). Once inventory is received, the 'available to ship' date is removed and the variant policy is reverted to stop selling when out of stock. Is this something Zapier can do? Does anyone have any experience using Zapier for Dear/Cin7 & Shopify integration? Please advise.Thank you :)

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