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25011 Topics

A
alexandreaakNew
asked in Troubleshooting

Can't see "File (exists but is not shown)" option when moving Google Docs

Hi! I am trying to move one google doc that it saved in a folder to another google drive folder. It seems like I have it set up correctly but the issue I am running in to is that in the file section I don’t see the option of (1. File (exists but is not shown)). From what I understand I need to select that option so that the zap will pick up every single document and move it to the correct folder. Help please! 

9
Troy Tessalone
2 months ago
C
Chalky76New
asked in Troubleshooting

Struggling with a Zap for Jotform and Trello!

I am a newbie!Trying to create a Zap where; when a Jotform entry is received, IF there is a matching Trello card with the same client name, then the Jotform is attached to that existing card. I can set it up to create a new card, but that’s not what I want! I’ve set up the flow: When Jotform (of a certain type) arrives Search for a matching card name on my Trello list Find the Trello card Add the Jotform attachmentEach test shows it seems to work (there is a card which matches), however the Card doesn’t get updated with any attachments. Bizarrely the “File attachment” says ‘no data’ Any ideas 

17
Troy Tessalone
2 months ago
J
JonFarmerBeginner
asked in Troubleshooting

Zapier Not Populating Fields On Docusign Document

I am trying to use Zapier to send a Docusign agreement using data from Salesforce. I have created a template in Docusign and am using the “Create Envelope” action in Zapier Docusign. I have mapped fields from Salesforce to the fields in the template. However when envelope gets sent the mapped values don’t show  in the signing document. The placeholders show but no mapped data.  Does anyone know what is wrong here? 

13
S
1 month ago
W
wow_thonieNew
asked in How Do I

Please help. Fetch data from Google Forms not working fine ?

pls check this one. i choose google forms but in next step it only show  google sheet ?  https://prnt.sc/ri4yav

1
Liz_Roberts
4 years ago
M
Marmelade59
asked in How Do I

GMAIL to GOOGLE CALENDAR

Hello I am trying to create a custom google calendar event from data within an email of GMAIL. I have emails coming in from an order system that show begin date and time, etc. They come in from an automated system so they are all the same. I need those emails to trigger a one time event in google calendar based on the time and date. I would like to be able to select values within the email that defines the date and time of the event in calendar more the Attendees  How do I select specific info within the email to set the time and date for the calendar event (begin and end) and the attendees?   Thank u

2
nicksimard
3 years ago
I
ironcliveBeginner
asked in How Do I

Square integration with Mailchimp - trying to setup custom logic by product ordered

Hi everybody -I am new to Zapier so I apologize ahead of time for the newbie question.I have successfully connected my Square account to my Mailchimp account and successfully copied over a test transaction.However, one data point that is very important to me is the product ordered at Square. I want to send custom emails based from Mailchimp based on which product they ordered. This seems like a fairly common situation. If they ordered a physical product, I want to thank them via email for doing so and send them shipping info. If they order a course, I want to provide them course details via email etc.When I look to map the data coming from Square to fields in my mailchimp database, I see a Product field but all my recent transactions are “INVOICES” so I only see this one variant. That makes me think it could be more the source of the transaction rather than what was actually purchased.Can someone who is familiar with the Square integration confirm that the Product field coming from Squ

1
Danvers
3 years ago
A
avromyBeginner
asked in How Do I

Looking for Typeform, Thinkific, Zapier expert

Our program is called the Social Impact Initiative (www.impactinitiative.co) which we run in schools all over the world. There are two parts to our course. Part 1 is the introductory course, Part 2 is the masterclass.Here's the flow:We use the Thinkific landing page. When they click it takes them to a Typeform (https://mysocialimpact.typeform.com/to/zgkT2h) survey to complete before enrolling them in the course. We use Zapier integration to signup students directly into Thinkific once they complete the Typeform. They are then redirected directly into the course and can begin their learning experience.Our administrators and partners get notifications that are tracked into an excel sheet through integration. There are email confirmations that go out to partners as well as students. Once the student completes the intro program they qualify for the masterclass.For every strategic partner school or organization that we launch we have to duplicate the course, create the new Typeform, create

3
ForYourIT
3 years ago
N
NodrogBeginner
asked in How Do I

ClickFunnels to Googlesheets

Hi.Can i set up a Zap from CF to GS where the order contains multiple variants and multiple quantities?I have a product which comes in three colours.  Customers will be able to buy one or more of each colour in the same order.I want to make sure a Zap will capture this information and put into a GS for order fulfillment.Thanks in advance,Gordon  

6
N
3 years ago
A
aJAXBeginner
asked in How Do I

How to Using Right Function or Formula in Formatting

How to Using Right Function or Formula in  Formatting using spreadsheet style formula

2
A
3 years ago
F
fjucaBeginner
asked in How Do I

Digistore24 to Teachable

I want to get some kind of instruction for how to connect my 3 courses on Teachable to Digistore24. I want to use digistore for referrals and affiliate. Is this possible? Do I need professional plan on teachable to this? How to set that people will pay on digistore and than they will be enrolled in Teachable course? Do I need to have a page on digistore to access courses or I can do this from teachable?  I know it is a little bit complicated but please help me. I will be so thankful. I need to launch this project this week.

2
Danvers
3 years ago
M
mpk88New
asked in How Do I

Can I use Zapier to turn my Google Home into a Grandfather Clock Simulator?

I would like to have my Google Home chime every fifteen minutes like a grandfather or cuckoo clock. Can I use Zapier to automate this?  I can create routines to make GH announce the time but that is not what I am looking for.

1
GetUWired
3 years ago
M
mburkeBeginner
asked in How Do I

Zapier and Convertkit

I signed up for a free KingSumo account to start setting up Giveaways. I created a Zap because I wanted to collect emails when people email their email address. I added a Tag "Giveaways" in my Convertkit account and then copied my API secret into KingSumo and also have Zapier Integration setuip too inside KingSumo. I created a zap called KingSumo and Convertkit Zap. Step 2 in Zapier was to use the webhook, which I did and enter required details. My question is in the email requirement field I entered one of my personal emails into the field and continued to finish the zap. I am not sure if I was supposed to put my email address in this field or not. Just want to make sure so I capture all email addresses submitted when people take part in my giveaway.I think I might have figured out why it is not working.  I am on the free plan and it looks like using webhooks in a premium app, which requires upgrading to paid account.Just need to confirm this is the case.

2
M
3 years ago
J
JoeSocialBeginner
asked in How Do I

I am trying to figure out how quickly I will run up my number of tasks with a GoToWebinar to Google Analytics integration.

I viewed this help doc: https://zapier.com/apps/google-analytics/integrations/gotowebinar And am still confused as to how many tasks I need to give my team if we use this service. I see that this action is available: Run ReportRuns a report and returns the analytics data. I am curious if this one action counts for one task? When it says “returns the analytics data”, what data points from GoToWebinar are actually returned? if it’s more than one data point, is that equal to more than one task? or is the whole data dashboard returned and then that’s only counted as one task? Thanks!

3
Troy Tessalone
3 years ago
C
Coach BethBeginner
asked in How Do I

Facebook post to Mighty Networks post

Hello, everyone, I am having trouble creating a Zap to have posts on my Facebook business page automatically create a simple post or article in my Mighty Networks community.  I have tried playing with the data fields, and I just don’t know what I’m doing wrong.  Thus far, I have only been able to get the post caption from my Facebook posts to post to Mighty Networks, not the photos/images. Thank you in advance for any help that anyone can provide.

3
steph.n
3 years ago
D
DanielleKBeginner
asked in How Do I

Trigger rules are not visable for woocommerce subscription

Hi!I’m trying to connect mailchimp to woocommerce subscription using Zapier. But… the trigger rules don’t load. I have WooCommerce subscription with 580 subs, the latest 3 are from today. I installed zapier for woocommerce today.Can someone help me? Thnx! 

5
andywingrave
3 years ago
K
Katrina
asked in How Do I

Google calendar events -> Airtable

Hi everybody!I'm trying to create a zap that activates when an event is created on Google calendar and copies this event to Airtable. Even though the test zap is working, when I actually create an event in Google calendar, it's not creating the same event on Airtable. Does anybody know why this could be happening? Really looking forward to hearing your ideas!Best, Katrina.

4
Bryan_from_workload
4 years ago
D
DavivoBeginner
asked in How Do I

Birthdays in Microsoft Exchange triggers to post it on a wordpress site

Hi.Is it possible, when an employee has birthday in the organization, then create a zap, so the name and image of the employee, will be sent from Microsoft Exchange calendar and post it on a page or post in Wordpress? 

5
Wemakefuture
3 years ago
B
basilBeginner
asked in How Do I

Script - Count and separate emails that are from a specific domain

I’m using Zapier to pull calendar events from my team’s cal, crosscheck attendee emails with our CRM, and send a survey to our team members who were on the cal invite so they can provide feedback on the meeting that  is fed back into the CRM.   I’m wondering if there’s a way to execute the following two functions using code on Zapier, or if something like the Formatter might help me accomplish this.   I want to input the list of emails e.g. bob@myco.com, jane@externalcompany.com, tom@externalcompany.com, susan@myco.com, hermione@myco.com   and receive two outputs:myAttendees: the emails of all the people on the list from my domain (myco.com) e.g. bob@myco.com, susan@myco.com, hermione@myco.com qty: the quantity of my team members on the list. e.g. 3   Is this possible? Thank you in advance for any ideas!!! I’m wishing right about now that I had gotten into python when I had the chance…

2
B
3 years ago
B
btfirakeBeginner
asked in How Do I

Schedule By Zapier Implementation

Hi,Does anyone have an idea how Schedule By Zapier app might work behind the scenes?Is it just the normal trigger running every few minutes according to your plan and then checking some conditions in JS code for current time etc, just like we develop new custom app on Zapier App Platform?Or Zapier schedules it to run on the exact time that we specify only once and not every few minutes and do condition checks?Really appreciate inside details

4
B
3 years ago
N
NadineNew
asked in How Do I

Wealthbox Workflows

I am trying to create a Zap to occur within Wealthbox. I want to create basically when a certain titles task is created it will automatically start a workflow.  I also want to create a Zap for when a certain step in a Workflow on Wealthbox is completed it will automatically start a certain Workflow. Is this possible?  

2
AndrewJDavison_Luhhu
3 years ago
N
NoahFangNew
asked in How Do I

Unable to connect to Neto

Hi There,   I’ve had several Zaps connecting to Neto where is my online store built from. I’ve had them for a while and they were working fine until today I was told to reconnect to my Neto account. I wasn’t able to as when I filled in the API details, I got error message like this “authentication failed: It seems like you haven't added a New Customer in the last hour! Make sure you create a New Customer and try again!”   I don’t know what it really means. But I deleted my current Neto connection and tried to add a new one. Then I saw there’re two Neto apps. The one I used before “Neto 1.30.0” was maked “Deprecated”, and there’s another one just called “Neto”. So I tried them both, but with the old one I still got the same error message and with the new one, the pop up window will just go on for a while tring to load and then shows “Oh, man! Something went wrong on our end. Please close this window and try again.” And no matter how many times I tried, it was still the same.   So does a

1
nicksimard
4 years ago
@
@HFTJNew
asked in How Do I

Can I use Zapier Paths to direct answers from Google Forms to send an email?

Is there a way to create a zap that initiates a different action based upon specific answers to a Google Form? For instance, if they answer yes--they are directed into another app. If they say no, they receive an email. 

2
andywingrave
3 years ago
D
dannyzavalaNew
asked in How Do I

CRM for Project Management and Sales

Discussion: Does anyone know of a functional CRM that can handle a sales pipeline AND project management? It seems that only one or the other exists.  All of our sales turn into projects, and the projects take anywhere between 6 months to a year.  I need a CRM where I can manage both. Robust reporting would be ideal, as well.    Am I asking for too much?

1
steph.n
3 years ago
G
Guybrush ThreepwoodNew
asked in How Do I

Still Receiving Emails After Purchase Test on Website. [Linked to Clickfunnels + Keap]

Hello,   I’ve setup two actions on my website; for customers to receive emails: Abandoned Cart Emails Purchase aka Thank You Emails   I’ have stup the sequence that when someone adds their information on the checkout page and leaves without finalizing the purchase, I send them an email reminder. When someone purchases something, I send them a Purchase/Thank You email. The two tests I did was: [Abandoned Cart] I did a test where I left the site without completing a purchase. This test yields the desired results so I get an email reminder. [Purchase] I did a test of purchasing something and going to the ‘Thank You’ page. I received the “Purchase/Thank You” email so that’s fine. But I am also recveiving the sequence of [Abanonded Cart] emails in the first test. So it seems that my email is being grouped with people who “Abandoned Cart” even though I successfully made a purchase. Any help would be greatly appreciated! PS: I am linking Zapier to InfusionSoft (Keap) and ClickFunnels.

2
Danvers
3 years ago
B
breichBeginner
asked in How Do I

Ticket Tailor payment status change

I’m using Ticket Tailor to sell tickets to a webinar that is being hosted with Zoom, and Zapier to automatically create Zoom webinar registrants when a new order is placed in Ticket Tailor. I’m also new to Zapier.Ticket Tailor has a critical feature that allows registrants to pay online via credit card immediately, or to select offline payment and pay via check separately. This is important to me because a lot of our customers are government and cannot use credit cards online for payment. When they select offline payment, the Payment Status field is set to ‘Pending’.When I initially set up the Zap, the webinar registrant would be created automatically even if the Payment Status field was still ‘Pending’ (I.e. before they paid). I set up a filter to prevent that from happening which worked fine, but now the problem is that when the payment is received and the Payment Status field is updated to “Paid”, the Zap does not recognize it and the webinar registrant is not created.There is no tr

1
AndrewJDavison_Luhhu
3 years ago
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