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24998 Topics

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RV ShepherdBeginner

asked in How Do I

How to automate document creation from form input, convert to PDF, and get signatures?

I’ve been working on this for days and can’t seem to figure it out. Maybe it isn’t possible. I’ve read tons of articles and community posts. I’ve also tried several other services (plumsnail, PDF.io, DocuSign, DropBox Sign) and every time I run into some kind of roadblock that prevents the process from continuing. Here is the process in outline form (I’m not married to any of this - I just want the end result): New client fills out webform (right now a Google form) Input data from the form populates {{replacement_tags}} in a template (right now a google doc template called Agreement_Template. The newly created document is named Agreement_client’s_name and saved in a separate folder called Client Agreements) Some data is raw conversion: {{name}}=Name Some data is conditional: if project A - {{fee}}=$925, if project B - {{fee}}=$850, etc. That new document needs to be converted to PDF (every document will have a unique name) I think I can trigger on “new file in folder” with that new

3

1 year ago

ab-flBeginner

asked in Troubleshooting

Jira Cloud: Description field contents aren't available intact

When setting up the Action for a “Update Issue in JIRA Software Cloud” step, a Description field is available to “Enter text or Insert data” , but when attempting to pull existing Description data from a previous step(Find Issue in Jira Software Cloud), there is no Description field in the "Insert Data” list. Description on JIRA Issue: The closest thing I found was "Fields Description Content Content Text”. It contains the text from the Description, but any formatting / links are stripped out, and each line becomes separated by comma. If I am attempting to append to this Description field, I would lose formatting, line breaks, links, etc. on Description. Description on JIRA Issue after testing the action: Does anyone know the reason why this works this way? Is there a limitation of some kind in the way Zapier gets it’s data from Jira Software Cloud for this “App”? Is there anything that could be done so I could append to a field like Description, and retain all of the current c

3

1 year ago

LPierceNew

asked in How Do I

How do I create and update Google Calendar events when Salesforce appointments are added or modified?

Hello! I need help creating a zap … I’ve been spinning my wheels on this for a couple of hours.When I create an appointment on our Salesforce Calendar, I want to share the details to a Google Calendar. I’m sure I’m missing something simple. I want a secondary zap to update the google calendar entry if the Salesforce entry is updated or deleted.

3

1 year ago

FeNoNew

asked in Troubleshooting

BUG: RSS not working Error while retrieving: not well-formed (invalid token): line 13, column 3330

Hi guys, Please help me. I’m trying to setup a RSS that updates me on new articles posted on different portal like Facebook Marketplace or eBay but with any link i put in, the error is always the same: Error while retrieving: not well-formed (invalid token): line 13, column 3330 Could you please help me? Regards

3

1 year ago

smittymBeginner

asked in How Do I

Dynamic Number of Fields

So, I’ve reviewed everything I can find in the community about this topic and don’t see anything directly on point. I am using a form tool (DecisionVault) to gather information from clients. Some of this information includes birthdates of their children. There is a field for date of birth for each child (e.g. child1_dob, child2_dob, child3_dob, etc.). These show up in the record coming in from the Zap step requesting the contact information from the form software. The number of children is obviously variable and the form software just adds more fields as needed. What I need to do is iterate over all of the dob fields and determine if any of the children are minors. I plan to use date math to determine if they are minors or not. The problems I’m having are 1) how to handle the fact that the fields can vary based on number of children and 2) how can I just pull out all of the dob fields from the recordset and parse those. What I think would work for 1) is using a wildcard, but I

3

1 year ago

brimccarthyNew

asked in Troubleshooting

Building a Zap for PayPal to Freshbooks

New to Zapier, folks. Sorry for the newbie question. I am having trouble navigating Zapier to learn how create a Zap that, when a payment is made to my PayPal account that triggers a new Other Income event in my Freshbooks account. The specific challenge is that I don’t know how to get Zapier to login to my PayPal account. Has anyone met this challenge and defeated it?

timmyoBeginner

Changing wording (year vs years) based on amount

Hi there! I’m using a Zap to automate sending work anniversary messages to a Slack channel, based on an employee’s start date in Airtable.Currently, the Zap is quite simple. The trigger is when a record in Airtable hits a specific “birthday” view. We’re using a few calculations in Airtable to determine tenure (e.g. 1 year or 3 years) and using this along with employee name to create a congratulatory message with the action being send a DM on Slack.I’m curious if it is possible to determine whether the amount is singular or multiple and change the message such as “Congrats on 1 year” or “Congrats on 3 years.”Thanks!

3

1 year ago

KmediaBeginner

asked in How Do I

How to set up a delayed email from a Google Sheets date?

I would like to automatically get an email notification based on an existing date in Google sheets. The use case is to follow up on booking inquiries.To cut down on holds on dates that do not materialize, my policy is to keep the hold for 2 weeks then release the hold. If the party goes ahead with the booking, I convert the status of the hold to a booking. The dates and times of the start of the hold are already loaded into a Google Sheet cell. I would like to get an email after 2 weeks passes from that date. This would allow me to then follow up with the party in a timely manner. Example:Booking 1: 1/1/2023 => auto email to me on 1/15/2023Booking 2: 1/15/2023 => auto email to me on 1/30/2023The caveat that I have is that I would only want that to happen once per row, and old rows would still remain in the spreadsheet.

FahadBeginner

How to connect a smart speaker via Zapier to send any message

Hey, I want to build few home automations with the help of Zapier.Most things I need is there on Zapier build one of the things I want to do is give alerts via any smart speakers on any device, can we do that in Zapier?I tried to look for Alexa and Google Assistant Zapier actions to do them and they dont seem to exist, is there any workaround I can do for this?

mihalytothBeginner

Date more than 1 month

We are organizing events.The trigger is Trello, if a label is put on a card.The event's data is looked up in a Giigle Sheets table, which also has a date. The zap after many steps should wait till the event's date -2 days. I use the delay task for that, it is formatter that creates the date data. This all works fine, but if the event's [date-2day] is further in time compared to the trigger date, than 1 month, the zap stops with an error message, "Delay date can not be longer than 1 month". We do have events which are in the next month, so further in time than the zap triggers. I need the zap to send a reminder email to the client exactly 2 days before the event. Do you have a suggestion how to work this out? Thank you. Cheers, Michael

3

1 year ago

AngelaKNew

asked in How Do I

Microsoft 365 integration - Admin how to?

Please advise exactly what steps our MS 365 admin needs to take to enable the integration between Zapier and our Enterprise 365 account?When making a zap I was asked to authenticate as an admin (for a Zap to Outlook).I am not an admin of our 365 account and thus cannot do this.Obviously Zapier would not need every user who will employ integrations between Zapier and MS 365 to be an admin, as this is going to be almost zero users in any enterprise-level 365 account.It suggests to have our MS 365 admin grant permission to Zapier - so, how exactly does our admin do this?Where is the how-to or instructions for our 365 Admin to grant permission to Zapier for all users (or specific users, also fine) to link the two services, so that said users need only authenticate with their usual MS credentials.Thanks in advance. screenshot of authentication error message

3

1 year ago

hwagNew

asked in Troubleshooting

Teamtailor 401 error: authentication failed: The app returned "Request failed with status 401".

Teamtailor says everything is fine on their end with the API, but when I try to connect my Teamtailor account, I get the following: We hit an error adding your new accountauthentication failed: The app returned "Request failed with status 401".Make sure you click "Allow" or "Accept" on the permission popup Double check your Account has the correct permissions Check out our help docs for more informationI am the owner and admin of the account and Zapier API is set to admin read/write. Please help!

3

1 year ago

dselden63New

asked in Troubleshooting

Unable to load New Emails as trigger samples in Outlook for Parsing

When I am testing the zap to locate a new email in Outlook, the data pulled never includes the messages I want to set up for parsing and then it eventually tells me it can’t find any more messages. There are four of them sitting right in my Inbox!!!

3

1 year ago

dannyvNew

asked in How Do I

How to accept donations in Braintree from a Webflow form

So, I set a trigger. Form submission in webflow. This connects, it finds the form, and the fields are available.It asks for an action. I connect to braintree, which it does successfully. Now that I am connected, the only action I can make is to create a new customer.Maybe I am not understanding the flow of zapier, but I see no way to accept donation payments in braintree while using zapier as a relay hub from webflow.Am I wrong in this assessment? I understand if the platform is not designed to handle this, but maybe I just don’t quite get how to configure zapier to bridge these two.Does anyone have experience with this? Can Zapier bridge webflow with braintree to accept donation payments?

3

1 year ago

JohnA not JohnBNew

asked in Troubleshooting

QuickBooks Online error: Zapier could not connect to your account, perhaps you declined access, or it could be a temporary issue.

Was attempting to connect (sign into QBO) QBO to Zapier and this is the error I got. The “Try again” button doesn’t work. Researching on google didn’t help find me anything either. This is using admin credentials.Edit: This is using a paid QBO plan.

3

1 year ago

Husky DaveBeginner

asked in How Do I

How do I integrate Mailchimp with HubSpot and map fields when transferring or creating contacts?

Hi,I am New to Zapier having been trying a few options to Integrate our MailChimp Account with HubSpot.I have successfully enabled the ZAP and sent a Test Contact to HubSpot from MailChimp but there are a few Questions I have been unable to confirm before I Publish it and as I have a Free Account I cannot get any Support from Zapier. I am sure the Questions are easy enough if someone could guide me please:If I Publish the Integration, will it only pull in new Contacts from that stage forward or will it try to copy all the Contacts from the Mailchimp DB into Hubspot? The MailChimp Audience we have is in 2 Segments, ON TRADE and OFF TRADE, Is there a way in which that data can be copied over into HubSpot so that we know which type of Business they are? In MailChimp, we have a field for “COMPANY” but when I was setting up the Integration I did not see the option to FIELD MAP Company from MailChimp into HubSpot. Any ideas? As we have a FREE LICENSE with both HubSpot and Zapier, is there a

3

1 year ago

takaNew

asked in Troubleshooting

Twitter error: Failed to create a tweet in Twitter Could not verify SSL certificate. for domain

Hi. When using Zapier to "Create Tweet in Twitter", the error message "Failed to create a tweet in Twitter Could not verify SSL certificate. for domain!" Is there any way to fix this?

3

1 year ago

zmRINew

asked in Troubleshooting

Airtable: "Record could not be created because the underlying table is externally synced"

I’m getting the above error. The destination table in Airtable is indeed externally synced—I have it embedded into a site. But that seems irrelevant? External syncing does not impact the data in the destination table. Is there a way around this error?

3

1 year ago

tcangasBeginner

asked in How Do I

How do I integrate Arive with multiple BnTouch user accounts?

We will have 12 users utilizing both systems and we’re unclear if each will need their own Zapier account to integrate the Arive to the bntouch CRM or if just one master account would suffice. We will be mapping over basics for each individual loan officer’s client as shown below:Name/address/phone/email/loan type/loan amount/interest rate, etc. TIA for any guidance.

3

1 year ago

OMERBeginner

asked in Troubleshooting

Failed to create an invoice in Quickbooks when reservation is made on hostaway showing error customer field is missing

Failed to create an invoice in Quickbooks when reservation is made on hostaway showing error customer field is missing. I just simply want to get name of the guest with total amount and breakdown of the total amount to be created as an invoice in Quickbooks whenever new reservation is created or updated on hostaway.

3

1 year ago

pltnBeginner

asked in How Do I

Zapier to Marketo Custom Objects

Is there any way to create a Zap that would update a Custom Object in Marketo?

3

1 year ago

SC AudioBeginner

asked in How Do I

How do I combine multiple values in the left-hand side or Key input fields of a Lookup Table?

Hi!I’ve successfully created a lookup table to map my Cognito Forms request for quote form to Quickbooks product SKUs.Some of my products require multiple answers (and therefore inputs in the left hand side of the lookup) to define which Quickbook product should be selected. How should the Lookup keys be separated in the Lookup key section? Do they need separating?I’ve tried using “+” in the left hand column of the lookup table as shown above, but unsuccessfully. How do I combine the two required values in the left hand side? Thank you!

3

1 year ago

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