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21832 Topics

M
MWMNew
asked in How Do I

VAT being added when sending stripe payments to Quickbooks Online

We have an eCommerce website that is automated so when someone buys something they download it straight away. We want to make everything automated and have linked Stripe to the site and then used Zapier to link Stripe to Quickbooks to create a sales receipt and expense for the fee.  The only issue I am coming up with is that the prices on our site and the sales Stripe takes include VAT but I can not work out how to tell Zapier to tell Quickbooks that. So when a sales receipt is created in Quickbooks it is adding VAT again - therefore all the prices are wrong i.e. £12 sale (which includes VAT) but when sent to Quickbooks the sales receipt says £14.40 with £2.20 VAT so it has added it again. Any ideas who to move this across to include VAT so that is shows up correctly on the sales receipt as being £10 services + £2 VAT = £12 total sale?

1
christina.d
1 year ago
D
DrBob_MillerNew
asked in How Do I

Recommendations for a more secure version of Google Sheets?

I sell desktop software products that must be protected against theft by a unique license key for each sale.  For years, I have used Infusionsoft to dispense a key when a product is sold.Now, I need to move to GroovePages, which does NOT have the capability to do this.  I hope to find a way to do this, securely, using Zapier.I need to make a Zap that can securely dispense (in a delivery email) one license key, from a list of license keys that I will have previously uploaded to the list, when my product gets purchased. After that license has been given to the customer, this one key must be marked as "used," so the next purchaser gets the next key in the list.I have seen examples of people making Zaps that use Google Sheets to store their list, but Google Sheets cannot be protected.  Can you suggest some App, that has a Zapier integration, that could be used instead of Google Sheets?

2
D
1 year ago
G
Greg DVBeginner
asked in Code & Webhooks

Create a new record in Airtable based on product quantity

Hi I would like to create a record in Airtable for each single item my customers order on my Shopify website.But I don’t know how to create a loop based on the quantity that appears in the line items.As an example, let’s say my customer has ordered 2 of the same t-shirt, I wold like to create 2 records in Airtable with quantity = 1 for each. Thanks a lot for your help!

2
G
1 year ago
B
BEE DigitalNew
asked in How Do I

expired email address - connect zaps to new account

Hello everybody, I am facing the current problem: a former colleague left the company, who created a lot of zaps from unbounce to google sheets. Now I would need to reconnect the account, which is not possible, since the mail is not longer used. Is there a way, that I can copy all the zaps and connect it with my address without need to connect everything?I am very new to Zapier and therefor might need help with known topics. Many thanks in advance!Best regards

1
Troy Tessalone
1 year ago
Beaniie
BeaniieBeginner
asked in Troubleshooting

Zapier Wordpress Integration - 403 Access Error.

Hey there, I hope you are all well. I figured this deserves a post, so here I am.I've only recently discovered Zapier and the insane possibilities it affords, which is fantastic in and of itself. However, I feel like some pre-built connections are dangerous, such as the one I'll be covering in this post. They shouldn't be the standard solution for anyone not savvy enough to know it might do some serious harm.In this scenario, I'm talking about the WordPress Integration offered by Zapier. Personally, I was hoping to connect Zapier to my blog in the hopes of setting up some automation for sharing new posts to various social feeds. So, I found the app on Zapier, and there's a template for that, cool right? We will see...So I set about connecting Zapier and WordPress together. It asks for four things primarily.Download the Zapier Plugin -> Link Here. Include your root URL without any slugs -> https://www.example.com/ Include your WordPress username or email -> John Smith Include t

4
christina.d
1 year ago
T
TitineBeginner
asked in Code & Webhooks

"Missing value" error but value is shown in data out overview

Hi,I made a zap for a client with the connection of a ‘private’ app with webhook. The app’s name is Plug&Pay. It’s a check-outplatform and I send a discount code from that app to Zapier. In my Zap history I can see in the ‘data out’ overview that this discount code is visible. The discount code is a field I can select in the Zap filter.But when I run a test and filter on that value in my Zap, I get ‘missing value’ and the zap stops running. Did anyone ever encountered this? How can I solve this?Thanks in advancePS: see attachment

4
T
1 year ago
N
northcote90New
asked in How Do I

How to send all contact form requests to an app

Brand new to Zapier. Could somebody help point me in the right direction or let me know if it’s even possible?I have a website with Squarespace and I get a lot of contact form requests. At the moment the contact form goes directly to our emails but they get bogged down and missed sometimes.I was wondering if there was a way to send all contact form requests to an app or something? Or just a better way of doing what I’m doing!Thanks

1
GetUWired
1 year ago
G
gandalfthekingBeginner
asked in Troubleshooting

Calendly info not being added into Google Sheets

Hi All, I have set up a zap where discovery calls via Calendly are entered onto a Google Sheet, except it’s not working. It has so far failed to populate any fields on the Google sheet, despite testing ok.When I get to the ‘test’ stage it does pull through Calendly info from my Outlook calendar, but I thought maybe it doesn’t pull through existing calendar entries, so I created a test meeting myself in Calendly & it still does not populate the sheet.Any ideas what is missing here? Thanks

3
Rachael S
1 year ago
T
TextPowerCEOBeginner
asked in Code & Webhooks

Trigger an API call when an email arrives

I need what would seem to be a simple Zap but it’s over my head.  I need to trigger an API call when an email arrives.  I have to take a variable that will appear in the Subject line of the email and then send it to a predefined URL using predefined credentials.  If you can assist I’m willing to pay.  

6
T
1 year ago
B
Ben FitzNew
asked in How Do I

Updating multiple WooCommerce products at once.

Hi,Hope everyone is well :)I’m trying to update multiple Woocommerce products at the same time. I’m pulling data from a webhook, and it returns multiple product ID’s and information.Can i get it to update multiple products at once? Or is a one product at a time sort of setup? Thanks,Ben

2
B
1 year ago
C
Construction HeadhuntingBeginner
posted in How Do I

Staffing Agency Needs Expert Dux-Soup + CRM (mass emails-text) + ATS Integrations setup!

Hello - Take us out of the Stone Ages Please!  I am needing to get my pieces of software connected & some basic automation setup.We are a staffing agency, professional placements only.  We market our jobs to prospects like a sales cycle basically.   Emails, text messages with MMS would be nice, but if living the dream not capable then SSM.We want to use Dux-Soup to push data from LinkedIn Recruiter to Pipedrive CRM or any Zapier product that will automate our mass multiple emails & text multiple phone number in mass.  Minimum we get 2 emails, 2 numbers.  We were using Swordfish as well it’s a Zapier connection too, its produces’ 3-4 phone numbers and 3 emails – if a platform can manage it, we would like to keep using it. If I have to cut it loose, willing to do such.Data merging, if we pull in folks from Linkedin that are a 1st connection, Dux-Soup will push over contact data on profile, then we will have multiple contact data to merge into profiles.I have been advised by many

1
M
1 year ago
P
pnivBeginner
asked in How Do I

Asana "Updated Task in Project" not triggered on tags

Hello,I am using Zapier integration with Asana. There is a trigger named "Updated Task In project" that is triggered every time when a task is changed. It is working very well, but I noticed that when I add or remove a tag, the trigger doesn't work.Is a bug or desired behaviour? If it is a bug, is there a chance to be fixed any time soon?Thanks!

3
Troy Tessalone
1 year ago
S
SCAI MarketingNew
asked in How Do I

Add Hootsuite Scheduled Content to Coschedule Calendar

New to zapier and need help setting up a zap. We are currently scheduling social media posts to our various channels using hootsuite however I would like these scheduled posts to also appear on our coschedule calendar. Is this possible? If so, what are the proper steps to achieve this? Thank you!

1
Troy Tessalone
1 year ago
Z
Zap user 1995New
asked in How Do I

Locking editing on active Zaps

I have multiple users of Zapier at my company and need to restrict some users or lock active Zaps from being edited. Some Zaps are vital to our business and we cannot risk other users accidentally turning them off or changing them. I can’t seem to find a setting to do this. Can someone help? 

1
Troy Tessalone
1 year ago
J
josephlcox17New
asked in How Do I

Xlsx from Gmail to an existing google sheet tab

I have a similar question to this post. I have done the update file and now have an xlsx file within google drive.  I am wondering how or if it is possible to take that information and copy and paste that information and overwrite a specific tab of an existing google sheet.  For background. I get an xlsx file emailed to me daily, I am not able to get it in any other form. I want to take that overwrite that information over the existing information in a specific tab on a google sheet. 

8
J
1 year ago
C
ChiroRemedyNew
asked in How Do I

Changing the "Data" it's pulling from when creating a Zap to another example

I am using Zapier to send Data from my online booking system Acuity to Mailchimp.  Depending on what type of appointment is being booked will depend on what data the patient has put into Acuity.  One thing I am trying to make it do is pull in Birthday data for all people who book who are new patients. The issue I have is when I setup the Zap, it pulled a random Acuity patient and their birthday information wasn’t included, so I can’t setup that part of the Zap, is there a way for me to go in and select what Patient I want it to pull the data from so I can set it up properly?I only ask Birthday information for one specific type of appointment.Hope this makes sense.

3
Troy Tessalone
1 year ago
R
R_fndsBeginner
asked in Troubleshooting

Gmail access denied

Hi guys,I have some problems to send emails to Gmails accounts.An error message appears “Access denied”.Do you know what why it happens ?  Best regards, Ricardo

6
R
1 year ago
J
Jason22New
posted in How Do I

Woocommerce Acuity Integration

Hi.I’m currently looking for an expert to assist us with a woocommerce acuity integration. Currently when an appointment is purchased on woocommerce, a link to acuity is sent to the customer to schedule the appointment. The problem is that the customer can then access the link at any time to make additional appointments without paying. We are looking for a workaround that doesnt add more steps for the customer.

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

Excel attachment (sent via email in gmail) to airtable record

Hi All....Is there anyway to update airtable record via excel attachment (sent via email in Gmail)? So the flow is: 1. I received an email in gmail. In the email, there is an excel (.xlsx) attachment. 2. I need to add new airtable records based on the data in the excel. Is there anyway to do this? Thank you.

1
Troy Tessalone
1 year ago
D
DJ StashNew
asked in How Do I

Update Airtable when project is updated in Dubsado

Hi! I have a Zap that creates a record when I have a new client that enters into Dubsado. As I update the status of my project in Dubsado, I would like to automatically update the records with any new information I may get. As I begin to create the Zap, I am running into confusion on what to set up. Do I need to put all the fields in the required field? 

6
Troy Tessalone
1 year ago
V
VZANew
asked in Troubleshooting

Invoice Ninja v5 no longer able to update tasks and time entries

I used Zapier to integrate Toggl and InvoiceNinja V4. Zapier no longer worked with InvoiceNinja V4 and I then started to receive an error message and all my zaps stopped working.I updated to InvoiceNinja V5 and started to edit my Zaps. I need to create new tasks in InvoiceNinja as my previous Zaps were set up with the InvoiceNinja V4 version.InvoiceNinja V5 in Zapier will not allow me set up a zap to create new tasks or time entries. I refreshed the page and this option was still not provided.Please help.

5
christina.d
1 year ago
J
Jeff-KNew
asked in Code & Webhooks

How to update subscribers in Klaviyo with custom properties when they opt-in?

Hello all. I just started using Zapier. I’m having problems getting my first zap to work. I’m trying to update a customer’s marketing email opt-in status at Klaviyo. I have a webhook set up in Step 1 and and action in Step 2 to only execute if the Topic is customer.update. Step 3 is where I’m having problems. I have a Update Subscriber in Klaviyo configured with the action set to Update Subscriber but I’m not sure what data to use in the Subscriber field. I’m also not sure how to pass the Customer Marketing Opt In value as it’s not a field like Email. Do I use the Custom Properties?

13
Troy Tessalone
1 year ago
A
andrew.waitesNew
asked in Code & Webhooks

How to remove tags in NationBuilder using loop

HI, I am using the NationBuilder “Update a Person” action and it will not remove tags. It will add tags but will not remove them from NationBuilder. (Don’t ask me why)I have found another action that is to “Delete a Single Tag” from a NationBuilder person. I can compare data in/data out on the “Update a Person” action to see if the tags match (hopefully, might get caught out by order but … later)So, is there any way, with a zap, to cycle through those 2 lists of tags to determine what tags are missing from the input list that are on the NB output list. Those tags are the ones I would then need to (one by one) delete.So I need 2 things:A list comparison to find the missing tags and An iterator to perform a delete tag task on each missing tagOkay - so now I try with Zapier Looping…Read the list of tags from NB (returned from update), loop through each tag, if not in the list of tags from Amalfi then delete the tag from NB… should be simple.The loop (line item or text? - both seem the sam

4
SamB
Community Manager
1 year ago
N
Nick CorteziNew
asked in How Do I

GatherContent > Slack Integration - Preventing multiple messages when assignees are updated

Hello!Not sure if this is possible in the current Beta version of GatherContent integration, but I am trying to send a Direct Message in Slack to team members when they are added to a GC page. My problem is that when five people are added, each of the assignees receives five messages rather than just one. I’ve played around with Zapier Filters & Paths but still am running into the same problem. Is there a way to create a conditional so that Slack only pings a colleague when specifically their account is added rather than them receiving a notification for every assignment?  E.GPerson A is added to GatherContent Page #1Person A receives Slack ping notifying them that they have been addedPerson B is added to GatherContent Page #1Person B receives Slack ping notifying them that they have been addedPerson A does not receive second notification   

5
Troy Tessalone
1 year ago
S
Studio KestrelNew
asked in How Do I

Client dashboard that connects with Asana

Hi - I’m an interior designer and my firm uses Asana for all of our project management.  I want to create a client dashboard that can connect with Asana via Zapier, so that we can create a simple and seamless place to share files & documents with clients, as well as centralize communications about the project.   Ideally I would like to be able to:1 - upload pdf presentations and contracts2 - ask for sign-off / approval on presentations and contracts (like a docusign)3 - add scheduling / a calendar / milestone dates (ideally with zoom integration)4 - be able to comment on each of these items (and keep all communication with client centralized here / eliminate emails)5 - have an attractive and very simple interface (many of our clients are older and tech-illiterate) Does anyone have any recommendations on the best software for doing this?  I’ve seen lots of similar offerings in healthcare, for example (like Klara), but not sure if they would translate outside of that field. Obviously

1
christina.d
1 year ago
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