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20265 Topics

A
Anonymous
asked in How Do I

Can’t select Jira custom field for ClickUp Start Date

Hello everyone,I just try to set up a new Zap.I linked our JIRA server to Zapier and pulled all relevant fields.In the JIRA test overview I can see customfields_21132-21136: When I try to pull one of these fields in my ClickUp task, they are not available anymore: Does someone has an idea how to fix this issue?As we want to create Gantt charts in ClickUp I would need to put the Start Date in JIRA + ClickUp and this is what I would like to avoid.Thanks & best,Melanie

6
christina.d
1 year ago
J
JRsocialNew
asked in How Do I

Dubsado - trigger Zap when certain project status changes

Hi,  I am trying to set a trigger of a specific Job Status from Dubsado, not just any status change, but can’t find the way. Can anybody shed some light?

3
Troy Tessalone
1 year ago
O
OMGMediaNew
asked in How Do I

Catch All Zap For Multiple Facebook Lead Forms

Hi there wonderful humans! A question I could use your help with...I’m trying to make a zap that catches all of the leads from a Facebook Page we own (all of our lead forms on Facebook from Facebook Ads). I’d like the zap to get triggered any time a lead comes through any of our forms, and pass it into our CRM - ActiveCampaign.However, right now many of our lead forms are not passing email leads into our CRM (Active Campaign) meaning that I have to manually import our leads, and our new leads don’t receive their welcome email instantly and first newsletter on time. We have 8-10 brands at the moment so it’s not tenable to do manual imports and of course, that’s the point of Zapier.My Zaps work when I select a particular lead form on Facebook from the Trigger menu drop down, but when I choose “default / any form” it doesn’t automatically pipe any new lead to our CRM.If someone here knows - could you please let me know if it is in fact possible to have a “catch-all” zap for all leads to a

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

How to forward attachment from a sent email

how do i forward an attachment from a sent email ? The account im using is a gmail account, when i create the zap it doesnt seem to include the attachment. I cant figure out how to use the filters to forward emails from the sent folder. I want to keep the email in the sent folder and forward the email from the sent foldder with the attachment. how do i do this?

1
S
1 year ago
T
trin.vhBeginner
asked in How Do I

Update Trello Card from Google Sheet: index board instead of list?

I am having a whole lot of trouble with this Zap.What I am trying to do is to “when row in google sheets is updated > find trello card > Update Trello Card”.I thought this would be simple, but clearly, it is not.  I would like it to, every time I update a row in google sheets, find the appropriate Trello card in a workspace (or create one) and update it accordingly.  I would even be happy if it just indexed one board.The problem I’m running into is that it’s requiring a list name to index.  I need it to index the whole board, not just one list.Property Name Contact Name Contact Phone Contact Email Job Type Trello List State # Units bldg Type Quarter City Date Added Due Date Job Month Unweighted $ Probability Weighted $ Description Management Maint Name Maint Phone Maint Email AP Name AP Email AP Phone AP Software Alexan at 20th St Jerri Doe 123.456.7890 asdf@abc.com Int Dryer Vents 🎯 Re-Market CO 354 Highrise Apt

3
Troy Tessalone
1 year ago
mixelpix
mixelpixTinkerer
asked in How Do I

GMail shows "comments-noreply@docs.google.com" in "Sent from" field

Is this just a limitation of integrating with GMail?I can see how this might fall under privacy concerns, but it seems odd to not be able to use the actual sender’s email when an email is received by a GMail account.Am I correct that the GMail trigger does not make the Sender’s email address available?Thanks!

12
mixelpix
1 year ago
mixelpix
mixelpixTinkerer
asked in How Do I

Feature Requests: Zap Details Overview - description text formatting & a safety check for the "Run task" button

In the Zap Details page, it would be great if the Description field had formatting available.  Some Zaps need detailed descriptions.Also, when editing the description, I often move my mouse out of the text entry field to take it out of editing mode by clicking outside of the description field, then inadvertently click the “Run” button.  Considering that so many other options in Zapier present an “Are You Sure?” safety check, it seems like an oversight that there is no confirmation for manually running a Zap.Thanks 

2
mixelpix
1 year ago
S
Steve89074Beginner
asked in How Do I

Weekly Text Message to a Group with Stop to select one of 3 messages : Google Contacts and SimpleTexting

IMPORTANTApproval by Zapier will be discontinued on February 28, 2023. If you’re using Approval by Zapier, you can still create approval steps in your Zaps using Zapier Tables and Zapier Interfaces. Request access to both apps through our Early Access Program.I am trying to set up a complicated Zap: I would like to schedule a weekly text (one of 3, depending on the situation) to a group that I have labeled in Google Contacts. 1 - Is it possible to sync a group labeled in Google Contacts with the group in Zapier/SimpleTexting?I exported the group out of Google Contacts and manually uploaded it into SimpleTexting. Not sure if there is a way to keep the group synced. 2 - Once the group is established, what is the best way to schedule a weekly text to the group? I saw a very tedious workaround answer from a year ago, so am hoping that something better has been developed since then, as I ultimately need to make a decision weekly on which of the 3 scenarios to trigger, which need to be built

6
S
1 year ago
I
idealwellnesswaBeginner
asked in How Do I

How to format full state name to 2 letter code (Washington to WA)

Does anyone know if there is an easy way to format all states in written form to the 2 letter code? We use Cognito forms which assigns the full written out state name. I’ve asked them if the option for letter codes is possible but it is not. I want to use formatter as the first action to format the state field in the Cognito form trigger, just not sure if I’d need to do each state manually or if this is already reformatted somewhere. Thanks!

1
Troy Tessalone
1 year ago
E
edkNew
asked in How Do I

Supporting tenants in Company plan

Hi, I am interested in enabling our customers with integrations via Zapier. I could not find a suitable plan that allows a company to manage zaps for other companies, but this is what we’d like to do as an offering for our customers.For now, it sounds like the closest thing to what we’re looking for is the company plan, and each team can then be set up as a workspace for our customers.Overall, our company intends to build zaps to make things work. However, we do not want our customers to share passwords and other credentials with us, and would prefer if customers entered that on their own into Zapier, and we have our development team then build around the app/connection.I initially searched for programmatic ways for us to create app/connections via API, so that we can provide the UX to input these details, but it does not look like this exists. Can anyone help me or point me in the right direction to identify paths to solve the problem of managing our customers credentials as apps/conn

4
E
1 year ago
T
TalNew
asked in Code & Webhooks

How to send API request from big data file?

Indented goal is to send data from a quite large csv file to an external API without running into rate limits or throttling. To be precise; all API POST request need to “simulate” live traffic (as if every submit is not sources from the bulk file, rather submissions on a live website. Trying to figure out how to implement this “mimic real user behavioir”.  can anyone please help me?

1
robschmidt
1 year ago
D
Daniel GaleaBeginner
asked in How Do I

Find all partial matches for lookup of Google Sheets rows

I have a Google Sheet full of country codes (of various sizes) and am looking to create a Sheets lookup to find what country a clients’ number falls under.In my search, I have found solutions for finding exact matches - but not partial.Since the country codes are of various lengths, I cannot truncate the clients’ number and expect a match - as it might be eating into the country code.Therefore, is there a way where I can use Zapier to search if the country code is contained within a clients’ phone number?Been running into a few issues trying it out, as it seems the “Lookup spreadsheet row” in Sheets is only for exact matches.

6
Troy Tessalone
1 year ago
A
ArmenBeginner
asked in How Do I

Convert 9 digit numerical value to Md5 HASH

Hello fellow Zapiers.Need help in converting a 9 digit numeric value to MD5 HAsh to use in the follow-up steps. I have tried almost all formatting options but could not find any options for it. Any help will be much appreciated.

3
A
1 year ago
A
AthasNew
asked in How Do I

Purchases in WooCommerce not added to Active Campagin

Hello. I have created a Zap to integrate Woocommerce with Active Campaign, so that each new client is added to a list, and although I have reviewed all the steps and the Zap appears to me that it is active and without any errors, it does not work for me. When someone buys in Woocommerce they are not added to Active Campaign

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

How to extract details from an email

How can i get each field to go to the right column in the CRM.The email I get is in the following format:  Name: Elu*** Weis***Email: Eluzer***@gmail.comPhone: 34752*****Message:Amex cancelled ***** ***** ***** *** ****** ***

1
Troy Tessalone
1 year ago
S
SuperstarMandyNew
asked in How Do I

Bullhorn email validation update

Can anyone advise the best zap to validate and update email addresses when added to Bullhorn CRM? I see Debounce and Mojo can do this but looking for anyone with experience or advise before embarl on testing.I’m also looking for way to validate candidate emails and update them with Bullhorn in bulk automatically but am struggling to find the right tools. ThanksMandy

1
Troy Tessalone
1 year ago
T
Tom McNamaraNew
asked in How Do I

Google Contacts to Google Contacts?

I have an assistant that uses a separate Google email address from me.  I want to be able to have ALL of my contacts go from my Google Contacts to his as well as vice versa.  I’ve set up a ZAP to do so, but always get an error.Error Message: Google Contacts: Must specify a non-metadata contact field on the person.  Looking at the log:1. Found 1 new Contact in Google Contacts.2021-12-07 12:14:52 - Edit This Step Data Out   update_time: 2021-12-07T17:02:02.201404Z originalId: people/c4483647041258758112 id: people/c4483647041258758112_2021-12-07T17:02:02.201404Z photo: https://lh3.googleusercontent.com/a-/AOh14Gg9g_lZPYUUfyg8yYZMqR-EyOKlDbNhWjslG1oXjg=s100 emails: undefined: esharpe123@hotmail.com Fields with no value: groups 2. This Google Contacts step hit an error.2021-12-07 12:14:56 - Edit This Step Data In   first_name: {{139144624__name__first}} last_name: {{139144624__name__last}} email: {{139144624__emails__home}} email_type: home phone: {{139144624__phone_numbers__mobile}} p

4
Troy Tessalone
1 year ago
E
EZHAYNew
asked in How Do I

Sinc - Time keeping app

How can I get the Sinc time keeping app in ZAP

1
Troy Tessalone
1 year ago
T
tomn68New
asked in How Do I

Dropbox File to Evernote then move file

Hi AllI’m looking for a way where I can drop a file in a desktop directory (could be dropbox or similar) and have an Evernote note be created with the file as an attachment. However I’d then like to move that file to a different dropbox directory/folder (ideally I’d like to delete the file but I don’t think that’s possible. The directory I’m moving to will be a Junk directory which I’ll empty from time to time.I can create a zap which looks for new files and then create a note with an attachment but I’m not sure how to then move that same file.  After the creation of the note would the next step be to move new files (would it still be considered new?) to move the file? What if there's multiple new files?Thanks for the help

4
christina.d
1 year ago
B
BayouAirgunNew
asked in How Do I

Zap sending 1st record received as opposed to newest

I have a zap that should send recent submissions from a Formidable form to a Google sheet. It is sending the data just fine but the problem is, it is always sending the first record received and not the newest record submitted. What have I setup incorrectly?  

6
Troy Tessalone
1 year ago
A
Albert DDDNew
asked in How Do I

Transferring images from Fastfield to Drive/Salesforce

I’ve been running into problems exporting image files from Fastfield. I have tried to send them to a Drive folder, and to Salesforce. However, in both cases, all that is transferred is the image file name, not the image itself. In Salesforce, the file name is inserted into the image field, while in Drive, a text file is created with the file name. This happens even when I specify the file extension. Has anyone else come across this issue? What were your solutions?

3
Troy Tessalone
1 year ago
A
araffayNew
asked in How Do I

How to add each day’s current date when importing messages from slack to google sheets?

Hi everyone, im facing a small issue here. I’m trying to auto enter each day’s current date in Column B for every message imported from slack in Column C.  i tried using the query: IF(C2<> “”, Today(), “” ) in column B to auto enter the current date for each day, but this doesn’t work for messages imported from slack. It does work when i manually enter a field in Column C. Also, i wanted to know if there’s a way to import image links from images posted on a slack channel?Can anyone please guide me with this? Thank you!

4
mzsadiek
1 year ago
L
LeadlinqBeginner
asked in Code & Webhooks

Create or update Google Sheets creates double records

Hi,I created a zap which should create or update a row in Google sheet based on Expandi. Somehow it creates double records sometimes. So instead of updating the row it creates a new one. Can anyone help me to find out if and how I made a mistake in this zap? Best, Myrna 

2
GetUWired
1 year ago
S
SuperBioLambertinNew
asked in How Do I

How to extract email addresses from CSV or XLS (in OneDrive) and add as subscribers in CleverReach?

Hi altogether, I have a problem with Cleverreach. I want to add Subscribers from a CSV (or XLS) from one Drive to a list in CR.So far so good… List can be found to export to, document can be found in OneDrive. My problem now is, that I cannot find the right field-Contents, that are pulled from the list. Espeacially “E-Mail” is a miracle, as I want to pull the E-Mails from the list. The only option ist “Owners Email” and stuff like that. Seems I haven´t git the right format? If somebody has a hint, I would very happy. Thanks for reading  best wishes Jörg

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

Update a Card in Trello - Description field being overwritten with values from custom fields

Hi everyone,I think I may have stumbled across a bug with the Update a Trello Card Action.It is something that is new, and has caused unwanted outcomes on zaps that were previously working perfectly.  Issue seems to be:   - we update two custom fields on a trello card, including one being a URL, as an action item in a zap.     - we are ONLY updating those two fields.  The Description field is untouched.   - when the zap runs, the custom fields update, but then the Description field info is overwritten by the URL and additional unintended info. I’m stumped, and am reasonably experienced with Trello, and can’t figure it out.  I’m thinking I’m not the problem.Thoughts?

1
Troy Tessalone
1 year ago
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