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28611 Topics
C
CarrmicBeginner
asked in How Do I
Setting up SMS with Twilio

I need step by step instructions to set up sending and receiving sms texts with a  Twilio phone number. Texts should come to an email address and replying to the email should reply to the text. I tried using Zapier quick setup. I got as far as choosing the Twilio number and then it tests the trigger and fails saying “We couldn't find an item. Create an item in your Twilio account and test your trigger again”. Instructions there seem limited.Thanks! 

3
Troy Tessalone
2 years ago
I
IdleWilde PrintingBeginner
asked in How Do I
Remove blank comma/space from lists

My trigger action provides Zapier with a few simple lists of data, but sometimes entries in these lists are blank. I use a formatter step to combine a few of these lists into one string of text. When I use this string in later steps, I often end up with a few instances of “comma space” or “, “ repeating next to each other, from blank entries in the previous lists.Here’s an example of a string of text I will end up with after my Formatter step:“Customizations: , , , , , , , Screen printing, 289+ pieces, Full Front , Other Small little logo on bottom of left side”What’s the easiest way (read: fewest steps) to strip these useless blank “comma space” repeaters from this string? I know I can do Find>Replace as a Formatter step, but I’ll have to do one step for find “, , “ replace with “ “, then another step for find “, , , “ replace with “ “, etc. I tried using a Lookup Table to offer multiple strings to replaced in one step, but couldn’t get that to work properly.Any suggestions are app

3
I
3 years ago
B
benbenBeginner
asked in How Do I
Upload WooCommerce orders at the top of the Google Sheets table

Currently Zapier uploads orders from WooCommerce at the bottom of the Google Sheets table. How to upload them at the top? Or specific row? For example row Nr2 ?

3
Troy Tessalone
3 years ago
E
Eric BBeginner
asked in How Do I
Select data where date include between start to end

Hello it is possible to select in a google sheet rows whose current date is between a start date and an end date (the start and end date are included in the rows of the table) thanks

3
E
2 years ago
M
marketing nelsonjobsBeginner
asked in Code & Webhooks
Upload a File Attachment using Webhooks - Object reference not set to an instance of an object

Hi there! We are trying to upload an attachment from the email parser using Erecruit API and Webhooks as the step action.We tested the API first in Postman and we have successfully sent the file in Erecruit.(L) results in Erecuit.  (R)configuration and results from API call in Postman But when we try the API in Zapier, we got an "Object reference not set to an instance of an object." error.error message Below is the step configuration I had created in Zapier.fields configuration This post has been edited by a moderator to remove sensitive information. Please remember to obfuscate any personally identifiable information prior to posting as this is a public forum. I was thinking of using Platform UI but as I was reading this blog post and I noticed that one of the limitations of using a Platform UI is that we can't use it for APIs that have uploading files operation.I hope someone could help us on this. Any help will be appreciated. Thanks,Camille

3
SamB
Community Manager
2 years ago
G
GarethCBeginner
asked in How Do I
Possible to invite user to private LinkedIn group?

Is there a Zap to invite somebody to a LinkedIn private group, I’m the Administrator of the group on LinkedIn.

3
SamB
Community Manager
2 years ago
O
oplsoNew
asked in How Do I
Send reminder 2 days before the date of the appointment

Hello,I would like to carry out a reminder Zap 2 days before the date of the appointment. The first Zap is triggered when the appointment is created by a new line in my Google-Sheet. And in this new line there is a column with the date of the appointment.I don't know how to carry out the 2nd reminder Zap knowing that the appointment is sometimes set several months after the creation date.Thank you for your help.

3
O
2 years ago
M
MightyMarcusBeginner
asked in How Do I
Convert Google Sheet to PDF and upload to Google Drive?

This post was split from the topic: Convert a Google Sheet to PDF, then email the sheet to a selected user FYI: GDrive Files (such as a GSheet) can be output as a PDF using the GDrive Find File step.     I would like to achieve the same except I want to upload the PDF of the Google sheet into Drive instead of sending it as an email.It’s a cool trick to get the PDF export URL! However, the upload action only seems to support public URLs and since I don’t want to publish my spreadhseet to the web, it is not working with that URL. Is there any way I can upload a Google sheet to Drive as PDF? 

3
SamB
Community Manager
2 years ago
A
awillsNew
asked in How Do I
Deleting a record in Airtable

Use case: I use Airtable to contain episode data for my podcast. Once a record is added to the main tab “Episode Content,” the episode is automatically published to my website.Question: I am running a zap beginning with "Schedule by Zapier" trigger to run every Monday at 6:05 am Mountain Time. The next step then goes to Airtable with a search action to find a record in a tab called "Upcoming" with a publish date that matches the date of the search. Then it goes to an Airtable create record action which then creates that same record within the same base in a tab called Episode Content.The problem is that this is only copying the record over rather than actually moving it. So after the action runs, I now have the same record in both tabs. I would like to be able to remove the record from the original (Unpublished) tab but cannot figure out a way to do that. Is there a method that I am overlooking? Or is this a request that needs to be made to Airtable to update their Zap with that action

3
Troy Tessalone
2 years ago
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broker78Beginner
asked in How Do I
Assign specific tag to subscribers in Mailchimp based on email in Outlook?

Hoping I can get some help here. My goal is to add tags to my Mailchimp contacts in an easy way, ideally via Outlook as that it what i use. I don’t have gmail as my company is on an office 365 platform.I currently have 10 tags setup in Mailchimp. When I get an email from a new prospect, I want to assign certain tags to them based on who they are ex. general, warm lead, follow up etc etc.Further to that, I also would like to find a way to tag people I already have email addresses for. This would be if the lead became a client, I can then tag them with client specific tags. So far, I have come up with just moving their contact to a different contact group in Outlook, which is the trigger and them move them thru all the contact groups as each has their own action to Mailchimp tags - a bit tedious.Any suggestion on how I can use Zapier mail to implement this? or Parser? or maybe excel? Maybe an email forward which can extract the name and email address and I type in the tags I wantTIA!

3
Troy Tessalone
2 years ago
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Tom CraneBeginner
asked in Troubleshooting
Quickbooks Customer Email Not Working

I’ve created a new zap that automatically creates a new invoice when a trello card is moved to a new list however…. when left blank, the email field should be picking up the default email for the customer however it’s not working and as a result the email isn’t being sent? I’ve checked everything twice and can’t see what i’m doing wrong.  The invoice is being created and everything else is working great, it’s just not assigning an email to the invoice and as such isn’t being sent... 

3
Troy Tessalone
2 years ago
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CommissionlyBeginner
asked in Code & Webhooks
Salesforce 'Updated Field on Record' returns all updated not just selected values

I am using Updated Field on Record Salesforce with the settingsSalesforce Object = OpportunityField = StageField Updared to Closed WonThe zap is returning all updated stage values not just Closed Won recordsDoes anyone have experience with this issue? Or an alternative Zap to achieve the same result?

3
Troy Tessalone
2 years ago
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DES_NCBeginner
asked in How Do I
Google Tasks created in Google Spaces do not trigger New Task

Our company uses Google Spaces  (was called Rooms, located in Gmail) for keeping track of smaller projects specifically to assign Google Tasks to one another and be able to see if the task has been completed and or chat about it in the Google Spaces area.   Tasks assigned to me in the spaces group appear in “My Tasks” but do not seem fire the trigger for New Task?? Any ideas how to make this happen or to connect these two areas?Thanks

3
Troy Tessalone
2 years ago
C
CastorcontractingBeginner
asked in How Do I
Two zaps ran simultaneously and returned incorrect counts

Hello there,I have a zap that counts how many submissions.For some reason two zaps started together at the exact time and when it reached the step to pull the current count, they both returned same result and updated google sheet with the same number.How can I avoid that? should zapier play the zap one at a time not simultaneously?if it does not, how can I avoid this? im just using a google sheet column to update the countit pulls the current number, add one, then update.

3
Troy Tessalone
3 years ago
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DubjohnstonNew
asked in How Do I
Manage Zapier for multiple companies but not their app

Hi,I am looking at connecting my software to Zapier as an App. This App will be used for very simple functionality in Account Software Apps (Zapier connected). I would like to pay for all Zaps using my App and manage it on behalf of my clients. I would not know the password to my clients Accounting software (ie, to connect app). This would likely be a Teams or Company account but wanted to ensure the following capabilities:1) I would manage all Zaps. Ideally, my clients would not have access to Zapier.2) I would know my clients email address they use to log into their Accounting software (ie, Xero), but not their password.3) I would send my client a link (or similar) to log into their accounting package to then connect/sync Apps (my app with Accounting app).4) All billing would come to me.I hope there is a solution.Any help would be great. I'll also need a developer to connect my app (less than a handful of triggers. I have an API) to Zapier.ThanksDub

3
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3 years ago
R
RaviNew
asked in How Do I
How to trigger Zap when new record added into Shape CRM?

I want to trigger the Zapier Flow when the new record is added using the Shape CRM. How can I achieve this?I want these data to be in the SharePoint.

3
Troy Tessalone
3 years ago
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KinoquixNew
asked in Code & Webhooks
Accessing nested JSON array in Zap Webhook

Hello,I'm trying to get some fields from a JSON webhook to send to active campaign, but I'm not succeeding. I create a ZAP to run a JavaScript, but I'm not getting it, can you help me?My json Data: {  "type": "sale",  "event": "saleUpdated",  "sale": {    "code_url": "https://www.xxx.xxx.xxx",    "barcode": "123 1234 1234",    "expiration_date": "2021-10-02T03:00:00.000000Z"   "amount": 397, "proposal_id": null, "paid_at": null, "updated_at": "2021-09-29T17:27:53.000000Z",      "created_at": "2021-09-29T17:27:52.000000Z", "id": 16395,  },  "client": {    "name": “myname”,    "email": "test@gmail.com",    "cellphone": "+5519987654321",    "cpf_cnpj": “123.456.789-06","status" : "approved","age": "xxx"  }} I need get name, email, cellphone, cpf_cnpj fields on client key, and code_url, barcode, expiration-date, amount on sale key. Can you help me? My ZAP Flow:  

3
Troy Tessalone
3 years ago
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Nathan HamiltonNew
asked in How Do I
Select owner in Airtable using member name from Trello?

I’m setting up a Zap that is triggered by any card being dropped into an In Progress list in Trello.That trigger then creates a new record in an Airtable base. That’s easy enough to set up as a Zap.But I can’t figure out how to get the Trello Member Name to populate the new Airtable record in a column named owner.The only option I could see was mapping a Trello field named Member IDs (or something like that) to the Owner column in Airtable.I’d like the Airtable record to display the actual Member name on the Trello card, not the ID.Is there anyway to achieve this? If the Member ID route is the only option, is there a way in Airtable you know of to map a set of names to specific Trello Member IDs?Thank you for your help! Loving Zapier so far.

3
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3 years ago
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ZoBro23Beginner
asked in Code & Webhooks
Instant Google Sheets webhook not working

The Google Sheets instant webhook is not working, but the Team Drive (polling) one is… Please help me.

3
Troy Tessalone
3 years ago
W
Wajahat ShahBeginner
asked in How Do I
How to extract website URL source from Shopify to set up Facebook Conversion?

Hello Everyone. I am having an issue setting up FB Conversion API through Zapier. I am using Shopify and need to set up standard events. So my question is how do I extract the website URL source in order to set up it. Because for purchase event there is too long URL and there is a unique number in the URL every time customer purchase something. like www.abc.com/12345/checkout/"09p1254"/thank you Like this, In inverted comma, it is a unique number. So every customer will have this unique code so if I paste this URL might be it didn't track it Anyone here can answer my question.

3
W
3 years ago
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Nathan HamiltonNew
asked in How Do I
Not all Google Doc template fields being seen by Zap

I’ve set up a zap to generate a new Google Doc from a template when a new Airtable record is created.  For some reason, the Zap is only recognizing some of the {{}} fields in the template Google Doc. Any thoughts on how to resolve this?Screenshot of the Zap and the fields recognized (just two, folder and slug): Sample screenshot of the source template (some fields highlighted that the Zap isn’t recognizing): Any thoughts of what I’m doing wrong?

3
Troy Tessalone
3 years ago
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OGVisionaryBeginner
asked in How Do I
Wordpress User's First & Last Name not being added to ActiveCampaign (via manual registration)

Hi team! My Wordpress → ActiveCampaign works when the visitor becomes a member of the site when they purchase something via WOOcommerce (Which automatically creates a wordpress user) But when the visitor creates an account manually via the “sign up” button - the first and last name fields are not sent to activecampaign and they are not added to a list Any fixes? As I’ve gotten Zapier for this one function

3
Troy Tessalone
3 years ago
J
jbuttimerBeginner
asked in How Do I
Replace and Split Formatters not finding multi-line Find or Separator criteria?

I am trying to parse an HTML email into a spreadsheet using this good advice:  However, it seems that formatter is not finding my Split separator when I use multi-line criteria. Same issue when trying to do a Replace with multi-line Find criteria.Formatter steps that I think *should* work if Zapier would match multi-line criteria are:ONE:Split, Second Segment on Separator<td><strong>Fields marked with an * are required.:</strong></td><td></td></tr><tr><td><strong>  TWOSplit, All as line-items Segment on Separator:</td></tr><tr><td><strong> THREEReplace, Find criteria below with “ “</strong></td><td> Basically, none of this works because Zapier does not seem to match on multi-line criteria, despite the example I linked to being multi-line?  I even tried adding [:newline:] after each line break to no avail. Thanks for any guidance this great community can provide! Here’s my HTML:&l

3
J
3 years ago
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Harini95New
asked in Code & Webhooks
Why is my IF-ELIF-ELSE loop always giving the else condition statement

I have a set of email ids mapped to certain states but unfortunately any state I key in, it automatically goes to else condition. I have it compiled in python compiler but for some reason doesn’t work that way in Zapier.Anybody has any idea where I am going wrong?if input_data in ["Assam","Manipur","Meghalaya","Sikkim","West Bengal","Bihar","Chattishgarh","Jharkhand","Orissa","Telangana","Madhya Pradesh","Andhra Pradesh"]:        return {"email" : xxxxxxx@xxxxx.com}elif input_data in ["Delhi","Haryana","Himachal Pradesh","Jammu & Kashmir","Punjab","Rajasthan","Uttar Pradesh","Uttarakhand"]:        return {"email":"xxx.xx@xxxxx.com"}elif input_data in ["Maharashtra","Gujarat","Goa","Daman & Diu","Dadra & Nagar Haveli"]:        return {"email":"xxxxxxx@xxxxx.com"}elif input_data in ["Karnataka","Tamil Nadu"]:        return {"email":"xxxxxxxx@xxxxx.com"}elif input_data == "Kerala":        return {"email":"xxxxxxxx@xxxxx.com"}else:        return{"email":"xxxxx@xxxx.ai"}    outp

3
jayeshkumarbhatia
3 years ago
T
ToolioBeginner
asked in How Do I
How do I connect webform to CRM

Hi all, Hope you don’t mind asking for support here. But i’m new to Zapier and totally lost how / where to start. I currently have a form on my website that is used to let visitors subscribe to our newsletter, via Mailchimp. But our CRM application doesn’t allow that because it overwrites Mailchimp.So, i need to connect the web form to our CRM app. How to do this? Is there a blog that specifically addresses how to set up newsletter subscribers? I read a lot of full contact forms, and google forms usage etc but what i’m after is just name + lastname + email and “send”.Hope anyone can provide some guidance here how to make this work on my Wordpress website. KR, Dennis

3
Troy Tessalone
3 years ago
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