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14383 Topics

L
lerbBeginner
asked in How Do I

Two Way Interface between Salesforce and Constant Contact

Seems like this would be easy to do, but I am having trouble figuring it out.  My Marketing Dept. currently uses Constant Contact to send out mass e-mails, surveys, webinars, etc. to our network.  They track who opens the e-mails, who takes the surveys and who attends the webinars and who doesn’t.  They would like to have all of the tracking details from Constant Contact come over to Salesforce under each contacts page in a communications section that has been newly created as a related list.  I am not sure if that is the proper place to start for this request, that is the reason for my outreach here.  Has anyone been successful in a 2 way interface for this reason between Salesforce and Constant Contact?  Thank you in advance for any assistance.

4
Danvers
Community Manager
2 years ago
C
crestkidNew
asked in How Do I

How to copy worksheet from Google Forms submission to a Google Sheets template

Hi, I’m trying to figure out how to add a step in one of my workflows between Google forms and Google sheets. The trigger is a new Google Form submission.  I need to add a step where a worksheet from the excel file that is uploaded in the Google form is copied into an existing Google Sheet template.  The problem is that I can’t copy the worksheet that was created with the Form submission since Forms just refers to it as a Google Drive link. Hopefully that isn’t too confusing but I’ve got most of the workflow completed but can’t figure out how to add this crucial step.  Thank you.

2
nicksimard
Community Manager
2 years ago
C
ChloéNew
asked in How Do I

Asana-Zendesk Zap integration

Hi Zapier team and community, I have just started to use Zapier and I am not very familiar with it.  I would like to use the zap that creates a task in Asana when a new Zendesk ticket is created (Zendesk=>Asana). And I would like the tasks to be created in a specific project in Asana. How do I choose the project where I want the tasks to be created? I turned on the zap to do that and tried to see if it worked. But when I create a Zendesk ticket, no task are created on my Asana… I searched for a new task but cannot find one in any of my projects... Can you help me with this? Thank you, Chloé

2
nicksimard
Community Manager
2 years ago
J
JCGarciaBeginner
asked in How Do I

Forbidden - User role 'author' cannot access this request.

Forbidden - User role 'author' cannot access this request.  can Anyone help me resolve this? and what does it mean?   Thank You

2
nicksimard
Community Manager
2 years ago
B
BradBeginner
asked in How Do I

integrate Monday.com with Easywebinar

Hello, i am integrating monday.com with easywebinar through zapier. i want to get data from monday.com(new item in a board) and Register Attendee in EasyWebinar. but the problem is when i get data from monday.com it will not give all records which i want. i want Email, Firstname, Lastname .. many records of that group from monday.com. so, can anyone help me, why all records are not getting in zapier? i have shared tow images,1st is for response in Zapier and 2nd is for which records i want from monday.com. Thanks  

4
Danvers
Community Manager
2 years ago
N
N4SirNew
asked in How Do I

MS 365 CRM

Hello, When using the Trigger “New Opportunity” from MS CRM and the Action “New Project in LiquidPlanner, What info comes from MS CRM? Then Where does LP create the Project?   Thank You in advance, N4Sir

2
Danvers
Community Manager
2 years ago
S
skipecBeginner
asked in How Do I

Calendar Integration

I’m looking to create a zap that takes a poll of event attendance across a conference timetable and then, for each event selected, trigger a calendar invite to attendees to hold the time in their calendars… I know you can zap with google calendars but would this invite also be able to be added to other calendars as well? I want to make sure we’re not excluding anyone. I’m hoping that it only requires ME to have a google calendar and that the invite can then be added to whatever calendar the recipient has. Would appreciate any info anyone has on this. Thanks! 

4
Danvers
Community Manager
2 years ago
L
LaPearceNew
asked in How Do I

Trouble logging in to Instagram buisness

I have a few business instagram accounts I manage- but none of them are tied to my personal Facebook page. So, when I tried to create a zap, it isn’t finding the accounts. Does anyone know how to connect these accounts to my personal facebook, or another way to access these business pages?

2
Danvers
Community Manager
2 years ago
robertandrews
robertandrewsBeginner
asked in How Do I

Zapier-Airtable search formula for "starts with"?

I need to find all Airtable records whose field “Record ID” starts with “rec”. How can I do that using the Search Value and Search Formula fields?

2
nicksimard
Community Manager
2 years ago
C
Converted ClickNew
asked in How Do I

WPForms and Pipedrive Teams Zap Integration Issue

Hi there! 

1
Troy Tessalone
2 years ago
P
PaulgBeginner
asked in How Do I

Ebay & Amazon to mailchimp

Is there a way to ZAP Amazon and Ebay customers and put them in MailChimpWe need this as we offer extended warranty’s and need a way to send this info to our customers. Currently the only way we can work out how to do this is by individually cutting and pasting our message for each customer. And this take yonksCheers

1
Troy Tessalone
2 years ago
T
ThegreatmandaBeginner
asked in How Do I

Issue Using Regex to Isolate Strings

I have a Zap with four consecutive similar steps; two of those steps work and two of them don’t, and I can’t figure out why. This Zap begins by taking an HTML email and converting it to Markdown. The relevant section of that email is as follows (proprietary information changed): Customer: | **ACME Corporation**Representative:| **John Smith**Service Location:| **New York City**Agreement Number:| **G123456** The Customer line has a space between : and |, while the next three lines do not; I account for this in the expressions. Using the Formatter Extract Pattern tool, I set up the following 4 steps, each using the output of the HTML to Markdown step as its input:Step 5, meant to extract the Customer name:Customer\: \| \*\*(.*?)\*\*This works as expected, and returns:output:0: ACME Corporation_end: 326_matched: true_start: 271Step 6, meant to extract the Representative name:Representative\:\| \*\*(.*?)\*\*This returns:output:_matched: falseIf I change the input on this step from the whole

6
T
2 years ago
Currently Jason
Currently JasonConnector
asked in How Do I

How do I use Delay by Zapier steps to use less steps in my Zap?

Hi all, I want to use the delay step from Zapier in order to save some steps. I basically have a scenario where attendees sign up for a course, they are sent reminders 1 week before the course, then 1 day before the course. At the moment I use to Zaps to do this. I want to use one zap that sends a reminder 1 week before, then delays for 6 days and then send the final reminder. My question, what if some one cancels their attendance to the course a after the 1 week reminder? I obviously don’t want to send them the final reminder 6 days later, however, I want the zap to run to remind others. Would the option to be to add a filter on the next step to remove the canceled user? Also, is the delay step affected if the Zap is switched off and then back on i.e is the data, relating to what is scheduled to queue, stored anywhere else?  Cheers    

1
CraigNet3
2 years ago
D
davidsitebuildBeginner
asked in How Do I

Infusionsoft Product Purchase Zoom Webinar Registration

I apologize if this is a simple question, I’m trying to set up a Zap that will be triggered when someone purchases a specific product in my Infusionsoft account. I don’t see a product purchased option, but I do see something called a “new product” option. Is this what I’m looking for? 

11
Davidh88
2 years ago
D
davidgrayBeginner
asked in How Do I

Todoist comments and attachments

HelloJust new to Zapier so please bare with :-) I would like to pull thru todoist tasks to Excel (online) via Zapier, all working OK with the “Content” and “Due Date” but I cannot fathom how to pull thru comments (or attachments). I appreciate that Excel might not be the best target for this Zap as it presumably will create a many (Todoist comment) to one (Excel) relationship. Done a lot of searching but cannot find an example of how to do this.  Could anyone please advise?Thanks 

4
D
2 years ago
theedman421
theedman421New
asked in How Do I

Google Sheets Creates New Row copies formatting from previous row when adding ManyChat options

I’m trying to add new optins from ManyChat as a new row into a Google Sheet for tracking for a client. They are currently adding everyone manually just as a blank, normal row and then color-coding fields as certain actions are taken by that “lead” such as “call booked”, “needs followup”, etc.  When I use the Zapier integration to add a new row, it’s copying the background colors and text styles from the row above it, rather than just adding new data without any styling. This is problematic, obviously, since the new rows will be added with incorrect colors.  Any way around this? Thanks!

10
P
2 years ago
D
DavidA_808New
asked in How Do I

Adding Project Invites to Float via Basecamp

How do I create a Zap that updates Float with people I invite to projects in Basecamp 3? I have the Create Project Zap working fine between Basecamp and Float but can’t figure out how to migrate people on the project to Float.

1
andywingrave
2 years ago
J
jpdeveloperNew
asked in How Do I

Error occurring when connecting Gmail with Slack

I want to connect gmail with slack to send new message notification to slack.But when turning on the zap, an error is coming up as picture below. Gmail has some additional requirementsYour Gmail data can only be sent to approved apps.Unfortunately, the app you are using is no longer supported.You'll need to edit your Zap to turn it back on.  Does anyone know how to solve this problem?

1
andywingrave
2 years ago
R
renato.matosBeginner
asked in How Do I

Using Formatter (Regex) and use the results in a Jira issue

I´m trying to use Zapier to integrate Slack with Jira.I need to read a message posted to a private channel in Slack, and then use the information contained into this message to create a Jira issue. In the third step, I created a Regex expression and it works OK, according to what I saw in my task log:The problem here is that I cannot figure out how to use the string I extracted above in my Jira issue. For instance: I want to use the text extracted in the description of my Jira issue. Does anyone know how to do that?

4
andywingrave
2 years ago
O
Oppai-ManBeginner
asked in How Do I

Host image from OneDrive to Discord that never expires

Hi!I noticed that the "Download URL” from OneDrive's New File Trigger expires after a few hours. When I post this “Download URL” on Discord, the link becomes broken when it expires.Is there another Zapier App that can host my images forever and costs a tiny fee?

4
andywingrave
2 years ago
M
M_BNew
asked in How Do I

Integrating Zoho projects timesheet logs with Google Sheets

Hi I'm pretty new to Zapier and want to creat zap that can record the Date, Project name, TaskName, Notes of Log hours to Google sheet , whenever a new time log is added by a perticular user,I have tried a pre built intigration but that only allows me to add records only for  specific project of specific user , while I want to record for all project of specific user

4
andywingrave
2 years ago
D
detoxandcureBeginner
asked in How Do I

eBay Fulfillment Hrefs Filter

Is there a way to set up a zap to run only after a tracking number has been added to a successful eBay sale?I’ve tried using the Filter option with the following:Only Continue If “Fulfillment Hrefs” Condition “Exists”This works in test mode when there is a tracking number in the fulfillment hrefs on eBay, however, when the zap is turned on and it is live it fails on all new successful eBay sales.Going by the Task History this zap stops at the filter stage as there is no tracking number in “Fulfillment Hrefs” at the time of the zap firing. Once a tracking number is added to the successful eBay sale the zap does not fire even after replying the zap. I have also tried the following:Only Continue If “Fulfillment Hrefs” Condition “Boolean (is true)”This behaves the same way as Only Continue If “Fulfillment Hrefs” Condition “Exists” Has anyone been able to get a zap to fire when the successful eBay sale is updated with a tracking number for shipping?  

3
andywingrave
2 years ago
P
Paul MillerBeginner
asked in How Do I

Wix Automation and Xero - Zap to copy Wix Store created invoice into Xero

I have a Wix Store and use it sell a digital product (ad hoc, not recurring) - invoices are automatically created on completion of a purchase and the invoice sent via email by Wix.  I would like to have the invoice detail transferred to Xero for accounting purposes. I have set up a Automation in Wix that is triggered by Wix Store: Purchase Complete with action be Connect To Zapier. My problem is that the data I can access on testing the ZAP is below.  This is limited data from a recurring invoice and does not include everything Xero requires to creat an invoice.  No contact, number of items etc.  Am I stuck with this?  It is the same on other triggers too.  recurring-nameRecurring invoice namecycle1subscription-id123e4567-e89b-12d3-a456-426655440000recurring-duration12customer-nameJohn Doecustomer-emailemail@email.comcustomer-address-streetCustomer Address Streetcustomer-address-cityCustomer Address Citycustomer-address-zipCustomer Address Zipcustomer-address-countryCustomer Address Co

3
steph.n
2 years ago
B
BobZappyNew
asked in How Do I

Error: Facebook Custom Audiences: (#2635)

>You are calling a deprecated version of the Ads API. Please update to the latest version: v7.0.I cannot find documentation for this error, and I don’t think I can fix it.

4
steph.n
2 years ago
B
bc_teamBeginner
posted in How Do I

Zapier dynamic fields for multiple campaigns in Google Ads

Hi community,  We use zapier to integrate leads from google ads campaigns to our CRM. We have a few campaigns running at the moment with different zaps for each campaign. The final objective is that the leads will go into our CRM propalry, meaning separated for each campaign, ad group and ad.  Is there a way to use dynamic fields to setup utm's as dynamic parameters values? and, can we use the same zap for a few campaigns with dynamic parameters? Is that recommended or should we use a different zap for each campaign? This is how we use utm’s in the final url, so we need to setup those dynamically in the zaps. utm_source=googleutm_medium=discovery/video  - utm_campign = campaign nameutm_term= ad group nameutm_content= ad name  Thanks

3
steph.n
2 years ago
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