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cloakBeginner

asked in How Do I

Auto populate Hubspot Contact Notes

I have a virtual assistant type service where if I don’t pick up my phone, the call is re-directed to the virtual assistance. The VA then sends an email to me with the call details which is simply a template that is populated by the VA with the unique information of the caller. I have set up Zapier email parse and have the following process implemented: Email from VA -->Forwarded to Zapier Email Parse -->Zapier Zap pushes the information into Hubspot and creates a new contact. The only bit i’m missing is populating the Hubspot Contact Notes (Hubspot Contact > Activities > Notes section). What field should I be selecting for my Zap to populate this in Hubspot? I’ve tried a few and none of them work. Following fields working:Name Email address Telephone number Postcode Just need the Notes sections to be working and then this process would work perfectly for me.

PalProBeginner

asked in Troubleshooting

No trigger available from GorillaDesk to Lead Connector

Hi there, trying to create a trigger starting with GorillaDesk to Lead Connector but when I search GorillaDesk as the starting trigger it brings back “No trigger available”. Does this mean that GorillaDesk doesn’t allow triggers to go out from and only allow triggers going in? Hope this makes sense. Thanks in advance.

asked in How Do I

Form Submission (Rocketlane) to PDF (I am open to any application)

I am using forms in Rocketlane and looking to have the forms be triggered by a Form Submission and the data from the form to be positioned strategically in a PDF. I would be using the same form for many customers and the desired result is a PDF containing the template and form data each time the form is submitted.

Dieppa designNew

asked in How Do I

How to multi-platform cross-list items on unsupported apps with Zapier?

Hello I am new to this platform. I am looking to create a zap to multi platform cross-listing. I am looking to create a zap that will enable me to list items for sale on multi websites at once. Apps I would like to use would be Facebook marketplace, OfferUp, eBay, Esty, Chairish, and 1st Dibs. However some of these apps are not directly supported. How do I go about doing this?

Robert BBeginner

asked in How Do I

How do I map and format custom lead form data from website to Follow Up Boss?

Hi Everyone, First off sorry if my lack of knowledge in this area is lacking but I am struggling a bit. I am trying to pull data from a website lead form and unfortunately, the website provider only provides basic fields, like First Name, Last Name, Email Address and Phone Number. My custom lead form contains several other fields and those are being populated into a Notes section.See attached Notes.PDFI’ve tried everything from using the formatter twice, once to change the (|) pipe to a comma and then using the formatter outputting the data to CSV format, but that doesn’t work correctly unless I use Text File (No CSV Parsing).Basically I need to be able to get this data into a format where I can then map fields and send the data to Followupboss. The website developer is aware of the problem, but I need to get this working otherwise any data has to be manually entered.I hope someone can help me understand what the issue is. Thanks for your assistance,Robert

KungFuRetreatBeginner

asked in How Do I

How do I fix a no "Managed Account" option when connecting Google Ads - New Campaign with Zapier?

I’m trying to connect Google Ads to Zapier. The goal is that we want the captured data & leads from Google Ads to insert into ActiveCampaign. ActiveCampaign suggests we use Zapier for this and after going through the steps, we get stuck at this part, where we cannot choose a “managed Account” option and no custom option is available. How do we fixed this?How do we get a “Managed Account”?Is it because we need to set up a adsmanager.google.com account or are we missing something else within Google Ads? Thank you!

asked in How Do I

How do I connect Google Assistant to add a card to Trello

How do I create a to do list in trello triggered by a phrase from google voice assistant ?Helps when I'm on the go or in the car and I come up with a task that needs to be completed. Tried to test the trigger phrase but nothing seems to work

genomesBeginner

asked in Troubleshooting

Error. Failed to create a copy file in Google DriveThe app returned "File not found"

I am trying to set up an iFax to Google Drive integration. I have it set up to trigger when “New Fax Received” and the Event is Copy File to Drive. Everything seems to be set up properly. But I get this as an error. Failed to create a copy file in Google DriveThe app returned "File not found: MTUzMDM0N2lGYXhhcHB7cz0lV3MxQ1J0LHZ0R3dyOWM4".

romsesBeginner

asked in Troubleshooting

Error: "'list' object has no attribute 'endswith'" when running Jira Find Issue AI Action

I have set up a custom GPT with the following required action:- Action: Jira Find issue based on Summary Confirmation Link: https://actions.zapier.com/gpt/start?setup_action=Jira%20Find%20issue%20based%20on%20Summary&setup_params=set%20Summary%20to%20Have%20AI%20guessWhen asking the GPT to search for issues with a simple keyword, it returns:It seems there was an error while attempting to find Jira tickets mentioning "Dashboard." The specific issue encountered was: "'list' object has no attribute 'endswith'." This could be related to the way the instruction was formatted or a technical issue with the tool.When running other Jira actions such as Find user or Find component, the requests work correctly.Is there an issue with this action specifically in Jira?

Lee N.Beginner

asked in Troubleshooting

Missing Columns When Setting Up A Google Sheets Transfer

Has anybody else encountered this issue?I’m setting up a Scheduled Transfer from a Google Sheet to an Airtable Base. I’m able to connect to both apps, no problem. When it comes time to map the data, Zapier won’t allow me to find or select the last 5 columns in the Google Sheet (columns BJ though BM, if that makes a difference). It’s like Zapier doesn’t think they exist. How do I move forward?

bhaleyBeginner

asked in How Do I

How do I update a spreadsheet tracking blog articles with data from GA4?

I have a Google Spreadsheet that tracks published blog articles, with the goal to track when to close out or updated material over time. Each row contains the original publish date, article title, and URL.I’d like to set up a Zap that runs periodically (i.e., the first of each month at 5am) to update each row with that page’s views over the last 30 days, and the last 365 days—pulling from Google Analytics 4.I’m having trouble figuring out how to pull the exact metric needed to update that specific row. Example of the spreadsheet: Right now, I have—Trigger: Every 1st day of the moth at 5amFormat dates for report run: -30 days, -1 dayRun Report in GA4… But I’m stuck there. How do I get it to pull a metric for an individual page URL from a spreadsheet?

andrewmbrindleBeginner

asked in How Do I

Create new basecamp 3 docs and files folder from form submission

Hello,I’m trying to figure out a way to use basecamp 3 as a file archive similar to Google drive, but can’t find a way to pre-generate file folders from form submissions. I am using an airtable form, which after form submission, I would like to automatically generate a folder inside of the docs and files folder inside a master project. The basecamp 3 folder would need to be created and renamed according to the form submission data, and also be looked up through the search and find function in case I would like to automatically deposit files in this folder at a later date. Google drive does this function super well so I am hoping basecamp 3 could also implement a similar action. Hope this makes sense and I hope someone here can assist or steer me in the right direction! Thanks,

CaroBeginner

asked in How Do I

How do I automate news distribution on multiple Google My Business locations using Zapier and RSS feeds?

Bonjour, Nous sommes récent sur Zapier. Nous automatisons par flux RSS la diffusion des actualités sur GMB. J’ai 100 GMB différents que nous avons dégroupés pour les voir afficher dans “location”. Doit on faire un ZAP par GMB ? ou est ce qu’il y a une solution pour diffuser sur l’ensemble des établissements en même temps ? Sachant que nous diffusons en plus sur Facebook et Instagram.Merci d’avance pour votre éclairage.

asked in How Do I

Have ChatGPT use trello

Have Chatgpt create a sugestion project that would use trello to create 1 list of cards related to the list of tasks for a poc front end app created by chat gpt

aromweisBeginner

asked in How Do I

Turn Zaps on/off based on a schedule that changes

Hi! I have created different Zaps to handle various things for my company. I have figured out how to turn these Zaps on/off via another Zap.The problem I can’t figure out how to solve: these Zaps need to be turned on and off on a daily schedule but what needs to be turned on will vary every day.For example, tomorrow we need to turn on Zap A with all other Zaps off. However, the day after we may need to turn on Zap B or maybe Zap C (with the others off), or maybe keep Zap A on. And the day after that will be a different set of requirements. These requirements can be set up ahead of time in some kind of a calendar/schedule though.I have looked at Airtable, Google Calendar, Excel but all of those seem to only trigger on when a new record/event is added. I just want some method of consulting a schedule for what needs to be turned on “today”. And I can’t figure out how to do this.Any suggestions/pointers/RTFM appreciated - thanks!

Mary BrittoBeginner

asked in Troubleshooting

Error: Failed to create an account in NeonCRM. The app returned “404”

Hi, Running the zap to push new account to neon CRM. However the account is not getting created and throwing 404 error. We cross checked that we are passing all required fields in correct format. Could anyone please suggest what’s wrong here.Note - We observed that in Neon CRM developer APi documentation , First name and Last name are required fields but it is missing in mapping fields in zap trigger event.Thanks

asked in How Do I

How do I migrate deprecated Jotform Zap apps to new versions?

I received an email notifying me that three of my Zaps are using “deprecated apps” (The app Jotform for version 1.3.2 has been deprecated) and need to be migrated. There are no instructions or links to how to fix the apps. I don’t want to mess the apps up but I’m not really sure what the best next steps are. I did search the community forum and found some information - I *think* I need to copy the zaps and redo them? I’m just not clear on the exact steps to complete this. It looks like I have until May 2024, but want to get ahead of this.

maimi_floorsNew

asked in Troubleshooting

WordPress error: Forbidden (430) after responding with 200 code.

Issue DescriptionI’ve been using the WordPress application without issues Since a couple of days ago, I can’t connect it anymore I’m receiving a Forbidden (403) error on the connection page on Zapier When I review the logs of the API Request on WordPress, WordPress responds with 200 to the request from Zapier I don’t know why Zapier shows me a 403 error after WordPress responds with 200 code NotesI uninstall Jetpack plugin. Also, I don’t have any other security plugins that might block the requests from Zapier I reinstalled the Zapier plugin on WordPress multiple times I can’t identify any issue on the `.htaccess` files that might cause the issue. I downgraded my WordPress version from `6.2.2` to `6.1.3` I’m hosting my site on Hostinger I have activated the Rest API functionalities on WordpressResponse Header to the initial request from ZapierRequest body to the initial request from ZapierSecond Request Header from ZapierRespond to the 2nd request from Zapier

tobiasreaperNew

asked in Troubleshooting

Facebook Image Embedding Issue: Image not embedded, redirects to imgbb

Hello,I would like to enable Zapier to post on Facebook daily. I have created a Google Sheet with a header; Column A is for the date, B for the description, and C for the image name, which will eventually include the URL. The trigger is set for daily at 8 AM. The issue is that while the text posts without any problem, the image does not appear.My initial setup was via Google Drive. I allowed Zapier to identify the image on Google Drive, but the picture could not be posted. After some research, I learned that Facebook might not allow images from Drive to be posted because the links are not direct but only for viewing. Can you confirm this?My second attempt involved uploading the pictures to a file hosting service like imgbb and adding the URL to my sheet. Now, the image is being posted below the Facebook post and description, but it is not embedded in Facebook. Clicking on it redirects to imgbb, and people can't comment on or like the image.Question: Is embedding images directly into Fa

TheeNateBeginner

asked in How Do I

How do I set up a daily Instagram post with a random photo selected from a cloud storage?

I what to schedule a daily post on Instagram of a photo randomly selected form a bank of photos. Weather that bank is on drive I don’t care, if there is a better place to host the photos then ill use that.

asked in How Do I

When testing the Zap the bullet list from Notion is no longer a bullet list in Google Docs

Hey,I want to create an automatisation from Notion (database with 2 elements) to Google Docs.The result I aim is a bulletlist on 2 level, the first one is the title, the second on is the descriptionI achieve the automatisation with some HTLM code into the “Append Text to Document in Google Docs” module.My problem is:When I test the Zap for a second time, the bulletlist from the first test is no longer a bullet list on Gdoc, (I tried to publish my zap but the problem is the same even if I change the elements into the text) If someone can help me it’ll be very nice ;)Thx

JoshKaplanBeginner

asked in Code & Webhooks

Twitter API help

I just received the email from Zapier that all Twitter Zaps will stop working at midnight tonight, does anyone have a plan for what to do when this breaks?

asked in How Do I

Is it possible to automatically refund prorated amounts for tier upgrades in WooCommerce and Stripe?

I’d like to create a relationship between two subscription products in Woocommerce, to allow for an upgrade from one membership tier to the next. User purchases new, higher-tier subscription Zapier searches for an existing, lower-tier subscription under the user’s email address If lower-tier subscription exists, Zapier calculates prorated amount for the unused duration of the lower-tier subscription, and refunds that portion of the earlier transaction. Is this possible?My credit card processor is Stripe—if not possible through Woocommerce, perhaps I could achieve it that way? I’d prefer Woocommerce to keep my accounting and reports clean in that one dashboard.

Devon McginnisBeginner

asked in Troubleshooting

Nextiva authentication disconnects daily in Zapier despite a password reset.

My Nextiva authentication keeps disconnecting every 24 hours. When I reset my password in Nextiva, I am able to connect to Nextiva in Zapier, but after 24 hours, it disconnects and won't let me in, even if I use the new password.PS: I can use the new password to access to the Nextiva app without issue. The issue is unique to Zapier.

Jay GBeginner

asked in Troubleshooting

QuickBooks Online error: Amount calculation incorrect in the request, Amount is not equal UnitPrice * Qty. Supplied value:400, Quickbooks Field: Line.Amount

I am trying to create a Zap to create an invocie in Quickbooks Online from a trigger in ActiveCampaign. The trigger is working correctly. When I test the Quickbooks, I am getting an error:I have checked the maths, and it is correct:Quantity: 1Rate: 20Amount: 20I have also checked the Product in Quickbooks matches the Product in the Zap and the ensured the Amount in the Zap is also correct Any help, assistance or advice is very welcome, thank you in advance.

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