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Is there a way to control where text will be inserted in the Append text to document option?From what I have accomplished in this post so far looping is a good solution but I need to be able to control where to insert the Line Items from the Looping Action. Can Anyone shed a light on this?
Hello everyone I am new to zapier. I am trying to automate some dataflow from a platform called Salesforce to Teams. Basically what I am trying to achieve is, when a new opportunity has been made (record) it will publish it into a Teams channel chat. I have managed to set this up but the format is not how i would like it to be. right now it publishes it like this0017Q00000HpsqVQAR0057Q000003zuDOQAYXaaSLandDenmark2022-05-12T00:00:00ZA meeting with the project ownerEmployee Referral I want it to add like this: Account ID: xxxCountry: xxxSales type: xxx is there a way that we can set the format to be like this?
Good day Zapsters, We've been using Zapier for a while now, and some Zaps haven't been touched in over a year because they worked perfectly, now they are turning off at the same time every day. This started occurring recently, we think since the new UI changes that were recently implemented.Any one experienced the same thing or have some helpful advise?
Anyone else having issues with hello bar? It seems to only want to pull name and email addresses. My Hello Bar form has name, phone number, and email address. When it saves to hello bar contacts list it saves in the following format(Name, Phone Number) under one column and (Email) under it’s own column. The test function pulls the name, number but actual runs it only pulls the name. it pulls the email fine. So everytime I get a lead I have to log into my hellobar account and copy the phone number over myself. Kinda sux.
I have a zap set up to find a new email in Gmail with a search for specific text. Through a series of steps it then determines a recipient from a round robin list in a google sheet and forwards the email on to that recipient. This works, however, the zap runs every 2 minutes and each run results in a duplicate action on the exact same email in my inbox. It ends up forwarding the same email every 2 minutes until I turn the Zap off. How can I get it to perform this only one time per email?I have tried adding a step to add a label to the email when the zap runs and then using a filter earlier in the zap to not move forward if that label is present, but that does not seem to work.I have also tried using the dedupe javasript code mentioned here, which also did not work. https://community.zapier.com/featured-articles-65/how-to-stop-duplicate-triggers-from-running-your-zap-9614
I am relatively new to this and trying something new. I created a QR code that will automatically send a text message. It does not matter what platform it sends it to. I want to create an autoresponder to that will send information to that same number that sent the text.
We run ecommerce website and customers input their phone numbers through our sales funnel.The funnel page is built from Typeform.Is there a way to send message to the number pulled from Typeform?The Typeform fields are also saved on Google sheet.
All of my zaps are run as my user in Asana. Specifically when adding a new note to a task the note appears to be coming from me instead of the person that triggered the zap.Unless I am missing something there does not appear to be a way to dynamically choose the Asana account the zap step is using.
Hello,I am trying to send a PDF from a Google Drive folder to the Inbox of Bexio.Trigger:The connection from Google Drive to Zapier works. The file is found. (New File in Folder).Action:The connection to Bexio is also up. (Upload File to Inbox) But when I test now, I get an error code 400 Bad Request."Failed to create an inboxfileupload in bexio - file upload not successful: [object Object]".It seems that the Bexio server does not send any response.What can I do?
I am trying to have events created in WordPress in Events Manager create in Meetup. What I really need, for Zapier templates, is a better job of documenting what needs to be in the fields that are passed (I find that true for most of the templates). Meetup requires a number of fields to be filled out. What is the correct format for the Start Date field? mm/dd/yy hh:mm:ss ? The time/date I have is being passes as actual. Zapier appears to be interpreting them with the GMT settings, and I don’t want/ need it to. Or meetup is interpreting them. Hence the need for better documentation. Claiming “Meetup support” with no documentation for the required fields is really really poor meetup support. If that documentation is present, I apologize, and will gladly accept a reference to it.
Hello all! My company’s got a Landingi web page and they want to sell online courses on it. The problem is that these courses are held on a third-party website and the only thing we can sell to a customer is login and password to that course website. So, what we want to do is to create a fully automatic system that will send an email to customer after transaction is paid. The email shall contain those login data which it’ll get from local database (don’t know what this database will be yet, though I suppose Ms Excel file or any kind of database program file). Each user will have different login and password, so each email will have to get data from different cells. An email prepared like this shall be sent to customer right after they pay for the order. So to sum up, customer pays for item and right after that an email containing custom data gotten from local file is sent to them. Each email’s custom data is different.As far as I’ve researched sending email after paid order is easy. Ju
I want to integrate Typeform to Affinity where applicants fulfill their data.Currently, I have 2 questions: first name and last name.When I want to find and afterwards create a person in Affinity, Zapier only allows me to find full names, and in the end they will write PLACEHOLDER as a last name. Is it possible to use the fields from Typeform: first and last name or should I change the typeform?
Hi all, I’m new to Zapier and investigating how our company can automate proposal uploads from Docusign to Google Drive. We don’t have an enterprise plan and need a third-party solution.I want to put a file in a specific folder on Google drive, but the information from the file is not exactly the same as the map's name. File name: [Company_name] Folder name: [Company_name] + [client_id] + [project_name]… Is it possible to use a contained condition instead of an exact match?Put the file in a folder that contains [Company_name]. Please tell me if more info is needed.Thanks! /Haris
I set 3 scheduled messages for 12:45am, 1am, and 1:30am. These messages didn't send at the time or even close to it. I wake up the next morning to see they they sent 10 hours after the scheduled time, but sent at the correct minute. This would not be due to the 15 minute delay?
Hi, we are as many using Zapier for refining our InMoment (formerly Wootric) NPS and CES data. But due to GDPR requirements we have now switched from using Inmoment in US to their EU server. All that is good.Zapier is still situated in US, however, so letting them access and refine all the data there breaks the first requirement again - notably accessing the e-mail of the user.So is there any way that we can decide and restrict the InMoment data that will be accessible for Zapier to process?
Hi there,I am just beginning and a wanting to set up a Zapier between Sutra (my online booking system) and Mailchimp.This is what I need it to do:Whenever anyone purchases something in Sutra, it tags my client in Mail chimp for that unique purchase. I have set up my Zapier account and connected to Sutra and Mailchimp no problem. I have been able to create a zap for a new purchase but can't see where to instruct it to be for a specific purchase - not just a new purchase in general - is this possible?For eg: when someone purchases my online course, I want them to be tagged in Mailchimp for that specific course and kept separate for eg from someone that purchases a 10 concession pass and so on. I want all my different offerings tagged separately in Mailchimp.Is it because I am on a free account - do I need to upgrade? I am a small biz and work alone and don’t have a big volume of clients.Thanks for your helpJennie
I’m tasked with leveraging MailChimp to send a newsletter email while also sending an Outlook or Teams Meeting invite so it populates the end users Outlook calendar with a request to mark Accept, Tentative or Deny. Is this possible? We’re not looking to apply an attachment .ics file or have them click a RSVP button in the email newsletter, we want them to have a calendar entry in their Outlook Calendars similar if the email was sent from Outlook.
I have hit a problem trying to link my shop on Squarespace with Zapier.When someone clicks Add to Cart for a product, a form pops up on screen to be completed. I was trying to connect this form with Zapier so that when a sale is finalised my zap will process.So far i have not found a way for Zapier to find this particular form on my website (its only finding the general contact form. Is there any work around to get this to work? Thanks!
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