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21924 Topics

S
Siew Chin KhaiBeginner
asked in Troubleshooting

Error connecting Inistate with MS Outlook: Unable to create a draft email- Resource could not be discovered.

Hello,     I need to use zapier to connect inistate with microsoft outlook. When I use inistate then I have a document in one of modules. Then I click it and it will have a send button. Then, I click it. I want it to pop out a draft email about the information. How can I do it? I try it but unable to pop out the outlook email. I will appreciate for your helping. What I do:1.Create a new zapAbout Trigger part:2.Choose inistate in trigger and choose activity performed3.Choose my account in inistate one4.Choose my workspace, modulehe, and activity I choose send. About Action Part:5. Choose microsoft outlook and create a draft email.6. Choose my microsoft outlook account7. I set up all the action 

5
Danvers
1 year ago
J
JoeGasperNew
asked in How Do I

Microsoft Outlook connector - not seeing new/renamed calendars

Using the Microsoft Outlook connector, we have a zap that creates events in an online Outlook mailbox. In the connector, we see the list of calendars in the mailbox from when the connector was first configured. Since then, we’ve added an additional calendar (also renamed one existing that is listed in the connector calendar selector), but we aren’t seeing any of the changes - the new calendar is not listed in the connector. We’ve waited 24+ hours, added a second connection to the same mailbox and tried setting Zap to use that one, but still just see the original set of calendars.Suggestions?Thanks.

4
jesse
1 year ago
T
TractionNew
asked in How Do I

How to know if a lead came from Google Ads or Facebook Ads?

We are using the same website form for our Google Ads and Facebook Ads. We use Email Parser by Zapier as a trigger.  Do you know a way so we can distinguish if the lead that we got is from Google Ads or Facebook Ads?

2
Satya09
1 year ago
A
Amanda - Pool NationBeginner
asked in How Do I

How do I associate Specific Docusign agreements to specific collections after Shopify purchases?

Hello there.  Looking for help with this specific issue:I need a shipping agreement signed by customers who purchase certain products in my store.  It’s been working like this: New customer purchase via Shopify. Zapier tells DocuSign to send out my template to the customer for signature.That’s all fine, but I would really like to be able to ONLY send this form/agreement to people who buy products in a specific collection.  And would like to possibly set up a different form to go out for another collection.  I see that there are filters I can add to the end of my zap, but nothing looks like it will filter for collections.Any help or ideas would be greatly appreciated - I can’t find any way to contact Zapier support.Thanks!

4
Danvers
1 year ago
S
SiddBeginner
asked in How Do I

Can Zapier keep data between Airtable and Hubspot in sync?

Has anybody successfully achieved dual sync between 2 apps with help of zapier? My use case is for Hubspot and Airtable.When my team changes something on Airtable it also changes on Hubspot deal and vice versa 

1
Troy Tessalone
1 year ago
O
OTCTMNew
posted in Troubleshooting

The request cannot be completed because you have exceeded your quota

Hello, I’m having an error in my automation due to “The request cannot be completed because you have exceeded your quota” There’s any ETA when this will be sort it out?  

1
GetUWired
1 year ago
V
vChiefBeginner
asked in How Do I

Find New email Zap runs multiple times on the same email

I have a zap set up to find a new email in Gmail with a search for specific text. Through a series of steps it then determines a recipient from a round robin list in a google sheet and forwards the email on to that recipient.  This works, however, the zap runs every 2 minutes and each run results in a duplicate action on the exact same email in my inbox.  It ends up forwarding the same email every 2 minutes until I turn the Zap off.  How can I get it to perform this only one time per email?I have tried adding a step to add a label to the email when the zap runs and then using a filter earlier in the zap to not move forward if that label is present, but that does not seem to work.I have also tried using the dedupe javasript code mentioned here, which also did not work. https://community.zapier.com/featured-articles-65/how-to-stop-duplicate-triggers-from-running-your-zap-9614 

5
V
1 year ago
D
danJYNew
asked in Troubleshooting

Wrike error: Trouble loading folder data

Hi Guys,Could someone please point out what is happening heredisplaying “Trouble loading folder data”checked wrike connection, test said ok!selected new task triggerand then I hit this error any help appreciated          

1
Troy Tessalone
1 year ago
A
Accounting BINew
asked in How Do I

Connect Google Drive (New File in Folder) with Bexio (Upload File to Inbox)

Hello,I am trying to send a PDF from a Google Drive folder to the Inbox of Bexio.Trigger:The connection from Google Drive to Zapier works. The file is found. (New File in Folder).Action:The connection to Bexio is also up. (Upload File to Inbox) But when I test now, I get an error code 400 Bad Request."Failed to create an inboxfileupload in bexio - file upload not successful: [object Object]".It seems that the Bexio server does not send any response.What can I do?

4
A
1 year ago
B
brianTNew
asked in How Do I

Integration of Pico with Viafoura?

I want to connect my pico crm with Viafoura using Zapier.When someone create account on pico, same account will be created for the user in Viafoura.Is it possible in Zapier?

4
jesse
1 year ago
R
RajeshBeginner
asked in How Do I

How do we fetch the Webinar Registrant Status using Actions?

I need to get the related webinar attendee status values and need to be create on Salesforce when new campaign record is getting created. How do we fetch the values and create those values in salesforce uisng the actions? 

3
Danvers
1 year ago
DriesClaes
DriesClaesBeginner
asked in How Do I

SQL tables not showing after migration

Hi,We migrated our PostgreSQL DB to AWS and created a new connection to it on our Zapier account. The connection is made with an admin-privileged account that is able to access all tables when logging in via the Dbeaver client. However, when adding the SQL DB to any zaps the tables don’t show in the drop-down menu. Any help would be highly appreciated as I am unable to append a specific row with a custom query so far.edit: I am able to access the tables with custom queries to view them.

9
DriesClaes
1 year ago
A
airelleBeginner
asked in How Do I

Use mail content to create Google document based on template

Hello,I would like to know how to create a Zap which would be triggered by applying a label on my Gmail account (ok for that trigger), and which would use the different datas in the email body to create a Google Document from template and populate the different field tags. Is there a way to achieve this ? I did not found how to use the different informations in the email body to populate the template… Thanks for your help,A.

4
Danvers
1 year ago
R
Roman NosachevNew
asked in Code & Webhooks

Unable to get two dimensional array

Hi!I get something like this webhook request:<LoanPrograms> <LoanProgram> <Offers> <Offer> <InterestRate>5.25</InterestRate> <APR>5.362</APR> </Offer> <Offer> <InterestRate>5.499</InterestRate> <APR>5.521</APR> </Offer> <Offer> <InterestRate>5.7</InterestRate> <APR>5.521</APR> </Offer> </Offers> </LoanProgram> <LoanProgram> <Offers> <Offer> <InterestRate>3.75</InterestRate> <APR>5.362</APR> </Offer> <Offer> <InterestRate>3.75</InterestRate> <APR>5.521</APR> </Offer> </Offer

4
R
1 year ago
R
robindemeyBeginner
asked in Troubleshooting

Google Calendar New Event Matching Search - Not working

I just made an event to make a new Trello card for every New Event in Google that matches a search.If I run the zap manually, it works fine.But why doesn’t it work automatically? I made a new test-event to test the zap, but it won’t work. Or how long could it take?

2
jesse
1 year ago
P
pincBeginner
asked in How Do I

How can I get a notification in Slack when a particular value appears in Google Sheets?

I am trying to make Zap every time when onecertain value appears in google sheets, to send a slack message. For example I have numberof devices and when that number falls below certain point, new valuein other cell changes, like this:Number of devices: 50Condition: Safeand when number of devices falls below 50:Number of devices: 45Condition: Order Device and then we order devices so i update number of devices to 50 againNumber of devices: 50Condition: Safeand when we again fall below 50Number of devices: 40Condition: Order Device I want zapier to send every time when this happens (Odred Device)slack message, but he only sent slack message the first time ithappened.

5
Danvers
1 year ago
T
Tali GuetaNew
asked in How Do I

How do I trigger my Zap when an Intercom event is created?

Hi,I’m looking to create an automation that starts when an event is created in Intercom, however I don’t see this functionality in Zapier. Is there an option to request that it would be added? I’ve seen that it is available on automate.io.  Thanks!

3
jesse
1 year ago
L
Lucas MichelBeginner
asked in How Do I

How can I trigger on Capsule for a tag update and not for a contact update overall?

Hi community, We are using Capsule as a CRM solution and Mailchimp as our emailing one.  For our nurturing campaign, we want to update Mailchimp contacts’ tags from Capsule. Example: Our commercial team using Capsule adds a tag “New customer” to a contact, we want to have the same tag automatically added on the same contact in Mailchimp. For now, we created a Zap which adds the New customer tag to Mailchimp through the trigger event “New or updated contact” on Capsule.The issue is that it adds the “New customer” tag for any update such as an email address change. How can we have a trigger on Capsule only for a tag update and not a contact update as a whole ?  Thanks a lot, 

4
christina.d
1 year ago
S
Siew Chin KhaiBeginner
asked in How Do I

Unable to authenticate Inistate within my Zap

Hello, why I click API Details, it becomes this:I want to get the api key to continue the step. Could anyone help me?

3
KayCee
1 year ago
L
Lea with PawsibilitiesNew
asked in How Do I

I was unable to complete the setup of my Zap. “Groups” is grayed out, and my Zap is disabled.

I just joined Zapier and can’t get past connecting the apps that I’m using. I connected Convertkit and Square (for Square online) adding the secret API for Convertkit.I get to the step that says Groups and everything is greyed out. I can only go back. When I go to look at my Zap it’s disabled because the Group isn’t set up. During the setup, I added the Convertkit form that I want to use on my Square website and Zapier says it cannot find it (probably because I couldn’t complete setup).Just adding as much info as possible. Thank you for your help.

5
jesse
1 year ago
J
Jen The Adaptive YogiNew
asked in How Do I

Do I need to upgrade my plan?

Hi there,I am just beginning and a wanting to set up a Zapier between Sutra (my online booking system) and Mailchimp.This is what I need it to do:Whenever anyone purchases something in Sutra, it tags my client in Mail chimp for that unique purchase. I have set up my Zapier account and connected to Sutra and Mailchimp no problem. I have been able to create a zap for a new purchase but can't see where to instruct it to be for a specific purchase - not just a new purchase in general - is this possible?For eg: when someone purchases my online course, I want them to be tagged in Mailchimp for that specific course and kept separate for eg from someone that purchases a 10 concession pass and so on. I want all my different offerings tagged separately in Mailchimp.Is it because I am on a free account - do I need to upgrade?  I am a small biz and work alone and don’t have a big volume of clients.Thanks for your helpJennie

5
Troy Tessalone
1 year ago
K
KWFBeginner
asked in How Do I

How to look up Shopify orders by SKU and format line items/descriptions in Google Docs?

Hello Guys, So I was wondering how do I go about this task:I want Zapier to look into new Shopify orders, lookup an SKU, and match it with a google sheet file, I then want to format certain line Items as well as a Product Description from the Google sheet file from that order and place them in a Google Docs file like this:ORDER no: lineitem [] OrderCustomer Information:First Name: lineitem [] First NameLast Name: lineitem [] Last Name Order Details:QTY: lineitems []qtySKU: Line Items [] skuDesc: Line Items [] vendor line Items [] Product Title [description from Google Sheets] This is all good if I only have one item being ordered but if I have multiple items then it does not look great, what I wanted is to have something like this: ORDER no: lineitem [] OrderCustomer Information:First Name: lineitem [] First NameLast Name: lineitem [] Last Name Order Details:QTY: lineitems []qtySKU: Line Items [] skuDesc: Line Items [] vendor line Items [] Product Title [description from Google Sheets]

12
christina.d
1 year ago
C
cfraserNew
asked in How Do I

MailChimp to create Outlook or Teams Calendar Invite

I’m tasked with leveraging MailChimp to send a newsletter email while also sending an Outlook or Teams Meeting invite so it populates the end users Outlook calendar with a request to mark Accept, Tentative or Deny. Is this possible? We’re not looking to apply an attachment .ics file or have them click a RSVP button in the email newsletter, we want them to have a calendar entry in their Outlook Calendars similar if the email was sent from Outlook.

1
robschmidt
1 year ago
J
jadubenNew
asked in How Do I

How do I dynamically add a new comment to the task in Asana?

All of my zaps are run as my user in Asana. Specifically when adding a new note to a task the note appears to be coming from me instead of the person that triggered the zap.Unless I am missing something there does not appear to be a way to dynamically choose the Asana account the zap step is using.

5
Troy Tessalone
1 year ago
A
aellcBeginner
asked in How Do I

Linking multiple records and updating them in Airtable to a single invoice

Currently when we make purchases online, our buyers are saving all invoices as a pdf into our google drive.  Our current zap is triggered by a new file in Google drive. When it finds the file name it looks up records with the order # saved as a pdf (a formula we combined order # and pdf). When the order numbers align it updates the record with the attachment of the invoice. We have run into a problem when we purchase multiple items from a single store all with the same order #. Only one record will get updated and the rest of the records do not get updated with an invoice photo. Is there some workaround so that all the records with the same order # all get the same invoice photo? Or any advice on another way to make this happen?

4
jesse
1 year ago
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