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👋🏽 Hi, I’m Todd, a product designer at Zapier. I’m conducting early research around user needs for Zap version history. In particular, I’d love to talk with users who have run into the following situations: Wanted to edit a Zap without turning it off Wanted to fix a Zap by restoring to a “good state” from the past Collaborate with other people on shared Zap and need to know who changed what If you’ve ever created a workaround to address these situations on your own, I’m especially interested to hear from you! I’m opening up some spots on my calendar for quick conversations. In these 30 min Zoom calls, we’d talk about your particular situation and what an ideal experience might look like. Interested? Grab some time on my calendar! If you have questions, thread them below and I’ll try to answer as best I can. :)
Hi there, I am a newbie trying a workflow with zapier for 2 days now, but seems like I am not getting any success, so decided to jump in here, and ask for help. So what I wanted to do is send a Gmail email reminder every 9am for any due task that day referencing airtable base file. I tried using a’schedule by zapier’ first,a dn tried ’+’ adding ‘airtable’ but when airtable is added, there’s no option of “when a record is added in view’. I also tried the other way around (using airtable first), but when I click ‘+’ sign, the schedule by zapier is not an option. I am sure there’s a solution but am looking at the wrong one :-( Help. Vickie
I would like to be able to use the Formatter / Extract Pattern helper to extract some information (Title, Description, Squad, Priority, Due Date) from a Slack message: @george.brindeiro just made a documentation request!Title: How do I create customer clusters?Description:I would like to see some nice documentation explaining how different groups of customers can be organized to target promotions. Squad: MerchPriority: :priority-medium: (Nice to have by Due Date)Due Date: 04/07/2020 Reading this StackOverflow question, seems like I would need to use the "positive lookbehind" feature, which is available in Python Regular Expressions, but doesn't seem to work in Zapier. This is an example regex I tested and got to work in regex101: (?<=Title: ).*(?=\n) Could someone confirm whether this is true? Or am I missing something?
I pull the phone number from facebook lead ads into excel. It doesn't add the + before 44 or 0 after 44 into excel it comes in the format of 447964332223. Is there a way of adding the + or deleting the 44 and adding a 0 to the base number so that the text will send? thanks, scott
Hi there, I am working on cleaning up and better managing the contacts in our our two CRMs. We use both HubSpot and ActiveCampaign. I want the contacts represented in each to have matching data. The solution I have for this is: Contact Updated in HubSpot → Update Contact in ActiveCampaign Contact Updated in ActiveCampaign → Update Contact in HubSpot Where I see this being an issue is if a contact is updated in HubSpot and then in ActiveCampaign, the update in ActiveCampaign would trigger an update in HubSpot and the automation would proceed like this ad infinitum. Is this an issue that would have an impact on the efficacy of my sync in anyway?
Livestorm to Zoho CRM - How to create or update contact status in zoho crm when a new person register to a webinar
We use Zoho as a CRM. We organize webinars with livestorm. We would like to create a workflow when a contact register to our webinar : if the contact exist, modify its status in the campaing, if the contact is new create a new contact in the CRM. We have difficulties to link the 2 apps. Please advise.
Hi all. I’m trying to do some work for a client who wants a copy of the typeform responses sent to the person who filled out the form. I feel like the easiest way to do this would be to set up a Zap between google and Typeform so that when someone sends in a response then GMail sends an email to that person with the information in. Has anyone done this? Does this seem doable or is there another way to achieve this? Thanks for any help you can give me!
I have 27 folders I need to upload documents to based on parsed data from DocParser. I’m using paths, but it looks like I would need 27 paths to set up the logic for 27 folders. Is there a better way of doing this? Would it be better to have 27 different zaps? Would I have to pay for each zap every time a parsed document is available? Any help would be greatly appreciated!! Thanks!
I’ve just lost a lot of HTML coding, which is annoying for me as I can’t really code. How can i undo a change? I was using the Gmail task. Also, how do i view task history on task test runs? I may be able to retrieve the code if i can locate this.
Hi, I created a zap to create a new card in a Trello board when there is a new or updated event. It seems to work fine with regular scheduled meetings but it doesn’t transfer my recurring meetings. How can I fix this so that I will have my recurring events on Trello?
Hello everybody, as described in the title i’m having an issue related to the parse of the email field; The zap is configured to: When sync Attendees ( Having a new attendee in a event) add a new subscriber in Mailchimp. So the problem comes after the configuration of the zap (which runs smothly, without any error, even creates the new subscriber with the data provided) when i test with a new attendee created in MindMint; it didn’t creates a new subscriber, and when i check the task history there’s always the same problem: the email field couldn’t retrieve the data; I checked many post here on the forum and it didn’t seem to be my problem (The most common problem is that people tends to write the email directly in the field, and do not use the correct mapping, i tried many times to remake this step, but always with the same result). So i’m stucked here without knowing what to do with the zap ( i remake the zap willing to solve the problem but the same result) so i really could use some
Hi. Found out that: If you're using Google Spreadsheets for the Trigger side of a Zap and it suddenly stopped working, verify that you didn't accidentally insert a blank row anywhere. Zapier interprets a blank row as the end of the spreadsheet. I am using a google form where participants are asked if they would like to receive newsletters from us by putting their e-mail after answering a survey. Obviously there would be empty rows if they choose not to subscribe. When it happens, zap stops working and I have to manually add the e-mails to mail chimp. Is there a way to get rid of the empty rows or maybe link the responses to another sheet then paste those nonadjacent cells adjacent/simultaneously so there won’t be any empty rows? I hope this makes sense. TIA, Paul
I have an issue in connecting my Wordpress.org site to Zapier even though my site and credentials were inputted correctly. In fact, I get an “authentication failed: Fault (code 403) occurred. Message: Incorrect username or password.” message. I don’t know how to solve this, can you help me please?
Hello, I have an error about Twitter account connection. First, I succeeded connecting Twitter account, but few minutes later, Zapier says that "This account is expired. Please reconnect it here." I tried to reconnect it, but the error can not be fixed. Please tell me, how to solve the issue? Thanks.
Hi all, I am trying to create a Trello card based on the contents in a message that I push it from my Slack account. The Zap I made is working but I miss the URL for the original Slack message, i.e. permalink. During making the Zap, I used test data automatically generated by Zapier and set up the allocation of the message contents to each part of the Trello card. But in the test data, there was not an item for permalink to the original Slack message. So I tried to load the other Slack messages which I pushed to Zapier but the system could not load it. The messages which I push have permalinks so I expect that I can set the item as a URL attachment on the Trello card if I load the messages. But the system could find non of them. Could anyone suggest me a way to set permalink to a pushed Slack message on a Trello card? Regards, Hiroki
I created a zap between Salesforce (Object: Case) and a Slack channel: Trigger - if a new case is created in the Salesforce Object Case Action - send auto-message to a Slack channel (# inquiry) Creation itself is simple and easy, but it's not satisfactorily. In Zap, I have to specify one(1) Object, which is Case. And Case does not seem to have 'AccountName', i.e. AccountName field is in the other Object Account. The zap works fine, but the problem is the information I set based on AccountID does not show the actual customer (account) name. It’s currently shows numeric and alphabetical information. I want to pull information AccountName from Object Account. Is there any way to make this happen or any workaround?
Hello Community, I would like to update our inventory in WooCommerce from a spreadsheet (Excel or Sheets, does not matter) every day, at 00:01. Is it possible to automate this process? I have no idea how to even begin this process as we are not changing the inventory levels in a spreadsheet, but rather have the levels go back to the same number everyday. Thank you!
Hello! I need help regarding an automation. My current funnel look like this: I use Outgrow (with a Quizz) to qualify people for a service, they answer few questions and if they do qualify, they get to a Calendly page where they can book a meeting time. I want the answers to the questions in Outgrow to be transfered in a Google Sheet, BUT ONLY if they have booked a time on calendly. I also want to have the meeting time, email and phone number of calendly to be transfered on the same line in google sheet. The thing is that I don’t know to link those 2 apps, because there don’y have any data in common. Normally, I guess it should look like this: - When Meeting schedule in Calendly Then send data to Google Sheet - If Data found in google sheet (for example a meeting time) Then look for “Information in Common” Then Outgrow send other information in the same line on the Google sheet. I don't know how to do that. If anyone can help me :) Thank yo
Hi All, I need to create a Zap for quite a long Google Form. 100 questions in the Google Form are not mandatory and I would like to assign a default value for each when there is a blank answer. I know I could use the Formatter > Text > Transform > Default Value function, however I want to avoid using multiple steps. My best guess is that this could be possible using Google Sheets. Anyone have any ideas? Cheers!
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