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25160 Topics

M
MaurizioBeginner
asked in How Do I

How can I send an e-mail with a .vcf file in the attachments when a contact is added in Google/Outlook?

Hey!I automated my lead pipeline from my website to a Google sheets table. So once a new person fills out the data and submits, Zapier creates a new row with the data in my Google sheets table. The next step would be once a new row is added, it should create a new contact in example Google contact/ Outlook contacts or best option directly in my iPhone (so far I didn’t find a solution for this directly).My plan was when the new contact is added, Zapier gets triggered and an e-mail with a .vcf in the attachments (where the contact is stored) will be send out.I didn’t find a way yet to send such file per mail. Is there another solution to send contact data as a file so I’m only one click away from saving it in my iPhone or do I need to copy it manually in the iPhone contact form? Many thanks in advance!Best RegardsMaurizio

2
M
1 year ago
A
Anonymous
asked in Code & Webhooks

Webhooks by zapier: How to send file with a caption

Hi, I use "Webhooks by zapier" and I want to send a file and also want to have text message with the file. I don't want my message embedded (yes using it for discord), just like this. Can you help and show me how I would do that? is it possible within post request, hope so. 

1
Troy Tessalone
1 year ago
C
CPaulBeginner
asked in Troubleshooting

Trigger Does not cause action outside of Zapier

When I work on my zap within zapier, it triggers as intended. When I complete the trigger outside of the program (submitting a survey), it does not action at all.What am I doing wrong?

3
Troy Tessalone
1 year ago
J
juslas500New
asked in How Do I

Need help with Snov.io and ActiveCampaign Integration.

I  need help to execute this:Our team plans to run a cold email outreach to leads using Snov.io.Then once leads from Snov.io opens the emails, we want the leads who opened the emails to be transferred to an email list from ActiveCampaign.Basically, what we want to happen is that once leads from Snov.io opens the emails, they will automatically be segmented to a newsletter campaign from ActiveCampaign.Then we will nurture those leads through ActiveCampaign moving forward.Can you please help me with how to do this?

9
Troy Tessalone
1 year ago
C
ConjurorNew
asked in How Do I

Extract info from CRM to create New Customer in QB

Hey there!I’m relatively new to Zapier and automations (I only have a couple of simple things running) and looking to create something a bit more complicated (for me!).I currently use a CRM that does not connect with Quickbooks. When I create a client in my CRM, I’d like to automatically have a new Customer created in QB. I’d like to be able to include First Name, Last Name, Company (if available), Email, Phone, Billing Address, Fee, etc.My original thought was the send an automatic email to myself with the info I want then find a way for Zapier to put that info info QB. Is that possible?Any alternative/more efficient suggestions would be appreciated as well.Thanks! 

7
Troy Tessalone
1 year ago
Q
QuintonschultNew
asked in Troubleshooting

order confirmation to sheets help

Hi, I am currently trying to create a zap that takes my order confirmation from Under Armour and converts the items purchased into rows on my Google sheet. I chose a larger order of 7 item to format on parser.zapier.com and got it to work perfectly. But then I tried sending a confirmation email with only 2 items ordered and it still created 7 rows on the sheet and weren’t filled in correctly like the first one was. If anyone could provide some help that would be great

1
Troy Tessalone
1 year ago
C
Chad DillerNew
asked in How Do I

CallRail Duration Filter

I want to only zap over completed CallRail calls with a duration longer than 20 seconds (to not pass over hangups or people not leaving messages). The duration inserts numbers such as:50 but also 1m 44sI know that there are different CallRail fields for both Duration and Formatted Duration. Right now I just have it adding the Formatted version to the notes coming over. If I also include the straight-up duration, will it tack on the “m”? Because then I don’t think I could use a filter that is “over 20”...unless it comes over in total seconds. Help?

1
Troy Tessalone
1 year ago
V
VesnaTinkerer
asked in How Do I

How do I choose the schedule when it's greyed out for my Zap action?

Hello,Any idea why I cannot add schedule to zap? I wish to run this Gmail attachment uploads notifications to Monday only once per week. Choosing Schedule in actions list is grayed out.Screenshot:  

14
V
1 year ago
N
Nish123Beginner
asked in Troubleshooting

Failed to create a person in Copper

For some reason I cant seem to create a person in Copper with configuration just this Unexpected error with status code 422. Can someone help? 

3
Troy Tessalone
1 year ago
D
Déu DoulasNew
asked in How Do I

How to insert an image into a Google Slides document when creating it from a template?

I’m attempting to create a Zap that pulls in data, including a signature PNG file, onto a Google Slides document to create a contract PDF. While reading the thread on this topic, I learned that someone had figured out how to embed an image into a Google Slides document. However, I have not been able to get it to work. It either pulls in the URL link or text. Not the actual image. If anyone doesn’t mind providing a few additional instructions or helpful tips, I would be so grateful!

1
Troy Tessalone
1 year ago
S
steveworrellNew
asked in Troubleshooting

Weblow Validation Failure - Can't see any issues

Hi there. I am getting a validation error when setting up a zap to create a live item. The form has an option field with 7 options. The zap worked perfectly for 5 of the options but for two of the options the zap was failing. I deleted and created the zap from scratch and when I test with one of the form submissions that was causing the initial issue it’s now returning a validation error. At a bit of the loss. 

2
S
1 year ago
G
gpmenosBeginner
asked in How Do I

Setting up a Zap to Create Woocommerce Orders from Open Shopify Orders

I am a new user.  I am trying to have new Shopify orders create new orders in Woocommerce. I am up to the "Set up Action." It looks like I have to map all the fields. Some are easy (billing info), but what do I select for Parent ID? I have no idea. Do you have any documentation on this? I am surprised so much mapping is needed. I would think that selecting this Zap would be easier. Thank you for any tips.Since starting to type this, I have located a template that should do what I need, but again, one needs to map all the fields.  I would have thought a template would have fields mapped already, with an option to edit.  This seems to take more than the few minutes advertised.  I wonder what I am missing?!~Philippe

3
G
1 year ago
J
jackstellar
asked in Troubleshooting

Docusign Powerform not Triggering

When I test my zap in the zap creation tool, my powerform envelopes work just fine, however when the powerform is actually used to create an envelope in the wild the zap does not appear to trigger. Has anyone else had this issue and found a work around? Its so frustrating that everything is set up and tests fine, only to find that the sample data isn’t actually a “triggering” event. 

2
chanelle
1 year ago
A
atakan ozdoganNew
asked in Troubleshooting

Quickbook create new invoice

Hello I receive this error and ı attached screenshot  

2
chanelle
1 year ago
O
OneSourceNew
asked in How Do I

Invoiced App: How do I determine if a payment is made on an Estimate?

I am trying to trigger a Zap when a payment is made on an estimate.  I see there is a trigger called “New Payment in Invoiced”, but the sample data only shows for Type: Invoice.  Will this trigger work for Estimate payments as well?Thanks...

2
chanelle
1 year ago
O
otimoBeginner
asked in Troubleshooting

Error: Failed to create an invoice email in Xero, invoice ID isn't valid

Hi,We’re trying to set up so that when a deal stage is updated in hubspot, Xero creates an invoice (based off of the amount in hubspot) then send the invoice to the email on the deal. However, every time is comes to sending the invoice i get this -  

2
chanelle
1 year ago
V
VebHabitatNew
asked in Troubleshooting

Failed to create a module entry in Zoho CRM

Hello, I have an issue with my Tally forms and Zoho integration. “Unable to create entry in module: Leads. Error : Lead_Status cannot be updated as it is in blueprint. Detail : api_name Lead_Status, id 302149000006664002”  It worked in another zap and now it is not, can someone help me ? 

2
chanelle
1 year ago
M
marinaangeliNew
asked in Troubleshooting

Error deleting Google Calendar Event: (eventid) is missing

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 want am trying to sync all my personal and professional calendars. I was able to successfuly add zaps that, when an event is created in one calendar, it searches for this event in the other calendar, and if it does not find, it creates new events on this second calendar.But I can't seem to be able to delete events.I added 3 three steps:  1) Trigger: Anytime an event cancelled is created in Google Calendar  2) Action “Find event in Google Calendar”Both these steps, the tests were successful. Then:   3) Action “Delete event in Google Calendar”.This last one, the test fails: Failed to create a deleted event in Google Calendar - Required field "Event" (eventid) is missing.What am I doing wrong, can anyone help me?    

7
jesse
1 year ago
J
jvcNew
asked in Troubleshooting

Keep getting Google Doc error message "The requested conversion is not supported."

I have set up several Zaps using similar spreadsheets and template forms.  This particular time I am getting an error message that I do not see the obvious reason as to why.  The Zap will be a sheet - doc - sheet, but I am having the issue with the connection to the template.  I am not even to the point to be able to map out the connections.  Any help with this would be much appreciated.  

10
J
1 year ago
T
TuqaBeginner
asked in Troubleshooting

Zapier not seeing new private channels created

Hello, I am trying to set up a zap where if a new private channel is created and it has in its title two keywords, it would send a message to the channel. However, zapier is not recognizing any new private channels i am added to except for the channels i had manually added zapier to, i am not sure how to fix this, it is not even showing an error in the log, it is simply not seeing the new channels and in the channel list in the zap creation itself it is not showing except 3 channels despite me having created more channels to test it out and despite me being added to more channels more recently than those 3 channels appearing. 

3
Troy Tessalone
1 year ago
F
fergusgaBeginner
asked in Troubleshooting

Have Data as Multiple Rows in Airtable

I have created the Zap below which:Takes data from phantom buster Splits one text field using the formatter Splits a second text field using the formatter Passes the results into AirtableThe issue I am having is that I want each value passed as a separate row in airtable but they are being passed into a single row under the respective columns.1.   

8
Troy Tessalone
1 year ago
A
asocialnomadNew
asked in Troubleshooting

Grow & Zapier - Not working - "reconnect this account"

I am trying to connect Grow.me (from Mediavine) to Zapier to connect into Get Response.  I have a brand new grow account and a brand new zapier account, but Icannot get them to connect.  It constantly tells me to reconnect the account as it  has expired.  Help!

5
Liz_Roberts
1 year ago
S
stefanasaftiBeginner
asked in Troubleshooting

"Business name" input from checkout page in Teachable not showing in zap

Hi guys! I’m having a bit of trouble and hopefully someone can help me out. The goal is to take some data from a new transaction in Teachable and put it into a Google Sheet. In between I added a filter and Convertkit as follows: New transaction in Teachable Filter: Continue if: searches for a specific product ID Adds tag in Converkit Create Spreadsheet RowEverything works like a charm but there is one piece of info the zap is not pulling. I need the Business Name to be added into my Google Sheet. This is important for invoicing. This is an option that the user can click on checkout page. I tested and tested again and again. Here is how a transaction looks with the Business Name input filled (I used numbers instead of text). In Teachable it’s called Buyer Business Name (and that’s what I need)My zap looks like this on the Google Sheet step:There is one field that is called Object Sale Transactions Purchaser Business Name (see below). Well, that kinda makes sense but it has no data attri

7
SamB
Community Manager
1 year ago
R
Rlaurence83Beginner
asked in Troubleshooting

Extract URL Text in formatter - CloudConvert - Descript

Im trying to extract a URL from a cloud convert file to then use to request a transcription from descript.  Im not sure what function to use to do so. Currently the steps in the zap are    i either get a 403 Error or a Not a valid url for a .mp3 any help would be much appreciated :) 

4
SamB
Community Manager
1 year ago
C
ChrisBDesignNew
asked in Troubleshooting

Failed to create an encodefile in Base64 Encoder/Decoder

I keep getting error code 502 when using this integration. I’ve tried reconnecting TheBase64 account, clearing the browser cache, using a different browser, and using a different account. I’m trying to convert file data to Base64 but I also tried converting just a string. Both don’t work.It worked before but now I keep getting this error.How do I fix this?

1
SamB
Community Manager
1 year ago
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