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17574 Topics

S
SteveGradyNew
asked in How Do I

How to check quote reference number in Xero matches job number in Zoho CRM?

Hi everyoneI use Xero as my quote tool. When a job’s quote gets accepted by the client, I want Zoho CRM to update the status of the job.Currently there is a Reference Number on the Quote (eg. JDP-1001)  that is the same as the Job Number in the CRM Deals module.I know you can use filters to get individual records... what I need is a 2-way filter that matches the Reference Number on the Quote (in the trigger) against the Job Number in the CRM (in the action) and updates the CRM to let the CRM user know the quote is accepted.This doesnt seem to be possible with the current architecture....

1
Troy Tessalone
1 year ago
E
escobeezeeBeginner
asked in Code & Webhooks

Webhook POST action returning Error: Access Key, User ID and Request Type Required

So I have a catch hook from a partner site that is triggering an action / webhook by Zapier request to our site(WordPress). This webhook(Custom Request POST) is sending a raw json payload that consists of a few simple items for a REST API that is part of WordPress plugin(myCred).It’s making the initial handshake but I am getting an error in response:Error: Access Key, User ID and Request Type RequiredAll of which are in the payload and verified by testing on requestbin. I am not sure if there is possibly a format issue or something I am missing but the json is formatted accordingly to the documentation of the plugin.Here is my payload with the obvious redacted info: This seems terribly simple but I’m definitely missing something. Thanks for any eyes on this. I appreciate it. EDIT: Thought I would add their endpoint documentation for reference.  

3
E
1 year ago
C
CTINew
asked in How Do I

Static word added to every value Zap creates

All my zaps work great, i ask for city and country data  to move to a spreadsheet, all is good but the City field includes the word “city” when pulling content. The country and city zap are designed identical and the word “Country “ is not pulled yet city does HELP HELP HELP

1
Troy Tessalone
1 year ago
J
jackluisNew
asked in How Do I

Using Google Sheets formulas on rows created by the Zap

I use zapier to track tips for my fleet of drivers since my logistics software doesnt support it for some reason. The drivers name can only come in as some very long code that I have to translate. I made a new sheet with a simple table that connects the Driver ID and the human readable name. =iferror(vlookup('Data Ingestion'!A2,'Driver Keys'!$A$2:$B$45,2,false),"")The “A2” value should go up to A3 and A4 and so on…When zapier enters a new row, every single one of my formulas “AX” value gets bumped out of place. So A2 that is trying to refer to the corresponding A2 on another sheet now refers to A3.My theory is that since zapier enters a new row instead of filling the next row, it tricks google sheets into adding one to everything every time a new row is entered.Whos bright idea at Zapier was it to enter data like this? You cannot refer to data entered by zapier in a formula because of this. Makes the entire thing useless

1
Troy Tessalone
1 year ago
T
TPICNew
asked in How Do I

Quickbooks Create SubCustomer Action

Has anyone successfully figured out how to trigger a Zap where a new Quickbooks Online SubCustomer is created for a client? We only see how to create the Customer, but not the SubCustomer.

1
Troy Tessalone
1 year ago
F
FalesBeginner
asked in How Do I

Notification when Zap is paused

I have an app that automatically sends google reviews to my clients.  We’ve had to make some edits  the zap which at first I did not realize paused the Zap.Is there a way for me to get an email anytime the zap is paused. Like “reminder, your Google Review Zap is not running. Would you like to turn it on?” 

1
Troy Tessalone
1 year ago
B
bethsmithNew
asked in How Do I

405 Error when Connecting to WooCommerce

I’m able to have Zaps from Woocommerce to other platforms, but any Zaps coming into Woo (from Shipstation) I’m getting the ‘The app returned "405"’ error. There’s not much documentation to support this error (really there’s none at all). Any advice? I’m assuming it’s a plugin or something?

1
Troy Tessalone
1 year ago
A
ArmisBeginner
asked in How Do I

Mailchimp to Pipedrive Create New Contact failing to add the Organization

Hi, I created a zap in order to automaticaly creat a new contact in Pipedrive whenever a new person is added to a specific MailChimp audience.The zap is working as intended except for the organization part… All the other informations are in the Pipedrive contact but the organization. I also have a zap between gsheet and mailchimp with the same exact same informations and fields and here the organization is succesfully displayedThe question here is why with the same merge field from Mailchimp, the organization fields works with Gsheet but not with PipeDrive. If one of you already had the same issue or have any information about this issue, i’d be glad to talk with you :). I can provide further more informations if unclear or needed. Regards,   

8
A
1 year ago
G
gilchristamandaNew
asked in How Do I

Can I set up a Zapier to only notify me if something was changed once a day instead of every time?

Can I set up a Zappier to only notify me if something was changed once a day? instead of every time? 

5
SamB
Community Manager
1 year ago
B
briandaoNew
asked in How Do I

Find and Update Task in ClickUp

Hi everyone.I’m currently creating a zap to auto-update clickup tasks with comments made on pipedrive. The problem is that we have to choose a certain task rather than allowing to automation to find the right task to update on its own (if that makes any sense). I tried using the filter tool, but it doesn’t do what I need it to.So tl;dr: is there a way to make zapier find the right clickup task to update?Thanks!

1
Troy Tessalone
1 year ago
D
DaniellejoywNew
asked in How Do I

Send code for Stripe 2FA into Slack message

My company uses Stripe with many of our clients. We have 1 phone number that is linked to all accounts and our team is constantly asking what the 2 step code is to login to Stripe account. Is there a way to connect to Slack so we get codes there versus someone having to manually add to stripe for team member requesting code? Thanks so much!

1
Troy Tessalone
1 year ago
Y
YBSNew
asked in How Do I

CrateJoy (beta) "A Subscription could not be found" error

Hello all! When I try to create any Zap with the CrateJoy (beta) integration, I can’t get past the test phase (and if I try to run the Zap anyway, it doesn’t work). I get the following error message: “Test trigger (error)A Subscription could not be found.JSON results array could not be located. [Troubleshoot error] (button)We couldn’t find a subscriptionCreate a new subscription in your CrateJoy (1.7.1) #2 account and test your trigger again.” I tried creating a new subscription, but got the same error message. Any advice as to how I can resolve this? 

4
SamB
Community Manager
1 year ago
S
Santhoshsdx
asked in Code & Webhooks

Integrating Propsectingtoolkit to Googlesheets with Webhooks

Hi Guys, I am quite new to Zapier. I am trying to integrate Propspectingtoolkit with Google sheets through Webhooks but I am stuck. so my trigger is  “ when a prospect opens an email”  and action = Create new row in Google sheet with First name, last name, company name, email id columns.  How do i go about ?How do I use querystring search box? Please see the below 1st image what do I enter or how I use the Excel fields? please see the 2nd imageThanks,

4
SamB
Community Manager
1 year ago
R
rxcorpcfrm
asked in Code & Webhooks

Retroactively Catch Data From Webhook After Trial Ends

Hello everyone. I had zaps running with Catch Hooks getting data from an automation program which pushed data and then Zapier processed that into Trello. But I had those webhooks running during my 14 days trial and forgot to purchase the premium license when it ended (which caused the zaps to shut down). Question is: if I purchase the premium license now and reactivate the zap will it be able to get all the data that was pushed during the time the zap was deactivated? Thank you.

2
SamB
Community Manager
1 year ago
F
formation
asked in Code & Webhooks

Multiple Spreadsheet Rows with Json Array mixed data :( - NO LOOPING solution.

Hi everyone, I have an issue with one of my zap.I call an API, with Webhook.I got theses results:items1:      id: IDXXXXXXXXXX     snippet:          publishedAt: DATEXXXXXXXXXX          description: DESCRIBE XXXXXXXXXX          tags:              1: TAG 1_ XXXXXXXXXX              2: TAG 2_XXXXXXXXXX              3: TAG 3_XXXXXXXXXXitems2:      id: IDYYYYYYY     snippet:          publishedAt:DATEYYYYYYY          description:DESCRIBE YYYYYYY          tags:              1: TAG 1_YYYYY              2:TAG 2_YYYYY              3: TAG 3_YYYYY Then I insert ALL my data in a MultipleSpreadsheet.So I GOT THIS:Id publish description tag IDXXXXXXXXXX DATEXXXXXXXXXX DESCRIBE XXXXXXXXXX AG 1_ XXXXXXXXXX,TAG 2_ XXXXXXXXXX,TAG 3_ XXXXXXXXXX, TAG 1_YYYYY, TAG 2_YYYYY, TAG 3_YYYYY ID YYYYYYY dateYYYYYYY DESCRIBE YYYYYYY AG 1_ XXXXXXXXXX,TAG 2_ XXXXXXXXXX,TAG 3_ XXXXXXXXXX, TAG 1_YYYYY, TAG 2_YYYYY, TAG 3_YYYYY  There no Issue, for single DATA, like id, publishedAt or descriptionBUT 

10
SamB
Community Manager
1 year ago
A
adamsNew
asked in How Do I

Storing document in firestore from Google sheets

Im Trying to connecgt google sheets to firebase firestore. Im trying to combine multiple columns to form an array in the db.  But I dont see an option to choose the datatype of the data being store. All the fields are stored as string.  In the below example, I want to store imag_url as an array.  

3
Liz_Roberts
Community Manager
1 year ago
M
MysterDBeginner
asked in How Do I

Filter csv rows out depending on a date (eg. today +2)

Hi There. I am trying to filter out CSV rows based off a date criteria I.E. today +2. Is there a simple method to apply this. (not a dev)  

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

Youtube live video message is not posted on FB

I have set up a work flow that whenever youtube channel gets a new video a fb post is created.However it's not creating post when I went live. How can I make it post when YouTube channel goes live? ThanksVikas

6
Liz_Roberts
Community Manager
1 year ago
R
robinmfsupplyNew
asked in How Do I

Report email volume and responsiveness in Outlook, on an Excel sheet

I want to track our email volume and responsiveness.I want to measure: how many emails we get by date, what type, lead source and response time i excel.  I would like to be able to drop and drag fields from outlook into an excel field.  Can someone help guide me here?  Thanks!

1
Troy Tessalone
1 year ago
C
creazaNew
asked in How Do I

New Product trigger in WooCommerce - specific category only

Hello,We want to connect woocommerce to zapier and want to automate within certain categories and I can't find in the docs if this is possible. Is it possible within this app to set triggers based on a product that has been added within a specific category? We would like to be able to make an automation based on when a new product has been added within the category "Occasions".  Sincerely,Sanne

1
Troy Tessalone
1 year ago
L
LiesbethDemmingBeginner
asked in How Do I

WooCommerce trigger - choosing a Product

I made a zapp to connect Woocommerce to the emailsystem. I have mutliple products in Woocommerce, which should by connected each to their own list. I choose ‘order’, but there is no choice for a product. How can I choose a purchased product as a trigger?Thanks in advance.greetings! 

5
L
1 year ago
J
JlcgulNew
asked in How Do I

Syncing existing Dropbox folders to Pipedrive, Hubspot, or Salesforce

How do I sync existing Dropbox folders to Pipedrive, Hubspot, or Salesforce?  I am in the process of purchasing ad setting up a CRM service.  Is it possible to sync an existing Dropbox contact folders to any of these CRM?e

1
Troy Tessalone
1 year ago
L
Lauren GallowayNew
asked in How Do I

Find Many Spreadsheet Rows in Google Sheets - reduce number of returned rows to maximum of 5

Hello! I have a zap where a client submits a google form response > Find Many Rows uses two of the form responses to find rows in an existing Google Sheet > The bottom 10 returned rows are formatted and sent back to the client using the email they provided. Find Many Rows can find and return UP TO 10 rows, but is there a way to limit the number of returned items so the client only receives 5? I don’t see an option for that in the step itself, and struggling to come up with filter logic that would accomplish that. Thank you in advance!

1
Troy Tessalone
1 year ago
R
RamySalehNew
asked in How Do I

New Charge in Stripe trigger doesn't include amount and description fields

Hello, I’m trying to create a zap to insert new client payment from stripe into a google sheet; however, the stripe options for at the amount paid and description of the product aren’t appearing in the options of the dropdown menu Any ideas? 

1
Troy Tessalone
1 year ago
M
moxy
asked in How Do I

YouTube Zap for when stream starts

I was looking at the zaps for Youtube and there appears to be only 4 options. New vid in channelNew vid by usernameNew vid by SearchNew vid by playlistAll these descriptions refer to uploaded videos onlyI'm looking to trigger something when a stream goes live. Anyone have experience with the YT integration?

2
A
1 year ago
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