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21898 Topics

I
IDMG-SupportNew
asked in How Do I

Dental CRM Integrations

I am looking to integrate various dental practice CRM’s with Zapier. I do not see any listed on the apps and can’t find them when I search. Are there any recommendations or solutions out there I can be made aware of?

2
I
1 year ago
K
KCarNew
asked in How Do I

How to create detailed event in GCal with CSV export

Hey Guys. We use a booking system that unfortunately has no google Calendar integration.But it as a CSV-Export funktion. What would be the most elegant way to create a detailed event in our Gcal?Download the csv and send it to a Parser? Copy the CSV into a google Sheet? …. ?It would be great if you have an idea that would make it as easy as possible. Best regardsBasti

18
K
1 year ago
J
jefromwfNew
asked in How Do I

Zapier not passing on initial zap, but working on retest

Hey there, Has anyone ever run into an issue where the data isn't passing from one source to another on the first trigger, but when you retest through zapier, it works?I’m trying to pass information from Bubble to Hubspot and for some reason the information isn’t being passed through. 

15
Troy Tessalone
1 year ago
E
eubankstoNew
asked in How Do I

When user tag added in Active Campaign, email new PDF

I need to figure out a solution to get this done. Basically, I have 1,000 PDFs and I need a trigger to send a different PDF each time it runs. Here’s the scenario:1 When tag is added to user in active campaign (or a web hook is called)2 Then an email is sent to the user in active campaign with the next file in sequence from a Google drive folder (or any file storage really)It doesn’t have to be in sequence but it has to not be the same file that was previously sent. If it deletes the file after sending, that’s okay too.

3
Troy Tessalone
1 year ago
M
MauryNew
asked in Code & Webhooks

Webhook POST Running several Times

Hello! my Zap is doing a Webhook POST request to another API. The API takes a couple of seconds to respond and therefore the POST request is sent multiple times, trying to get a response from the other service. the other service logs reflects a response time of 0.85sec or 0.90secThis behavior causes duplicates in the database of the other service, because the same request is sent 2-3 times due the slow response time Is there a way to prevent the request to be send multiple times? I found this answer from a previous post… but besides directing where might be the issue, there is no example or advice for solution… Can anyone help? Best answer by DanversIt sounds like the webhook is waiting for a successful response from the API that it’s sending to. Are you able to take a look at the logs of the API that the Zap is sending to to see what responses it’s giving and it what timeframe? One thing to remember is that the timeout for getting a response from a webhook is 37ms, so if the API isn’t

1
Danvers
1 year ago
C
corigiNew
asked in How Do I

When Order Created Zapier Pulling Original Payment Method but if Customer Switches Payment doesn't pull new method

We have project below but think might find more suitable person here. Basically we need to somehow get zapier to back after 15 mins to pull correct payment method. As we people who try credit card and fail SCA then switch to Paypal but when Zaps comes through it pulls it as stripe or vice versea. Course this means our accoutants at end of month are off and won’t balance. So must go back and find and change ones where it shown as stripe when they paid via paypal in the end. Below project should cover more!Hopefully possibly to run delay to check back and pull correct payment status! https://www.freelancer.ie/projects/php/Zapier-Workflow-Change/details

1
Andrés at Connex
1 year ago
S
SimonCarrBeginner
asked in How Do I

Replace an existing sheet with new google sheet which contains update date / new rows

HiScenarioWe use Google Data Studio to display MI to users.  We have a series or automated reports (runs daily), sent via Gmail as a .csv attachment.  I am able to use a Zap to copy the csv to a folder in Google Drive.  Im now looking to run a zap which finds the existing file (which Data Studio connects to) and replace it with the new spreadsheet containing the fresh data. Is there a find and replace query I can run to replace the entire spreadsheet?  My hope it that the connector from Data Studio will just update with the new / replaced data? Many thanks, in advance, for any help.Simon

2
S
1 year ago
C
carls_123New
asked in Code & Webhooks

Webhook GET request “already exist in the system” error

Hello everyone,I am trying to connect via zapier: facebook ads leads with a CRM that does not appear in the list of apps, but I have a url of the CRM that I can use as a webhook.I use the GET method and put the full URL, I show screenshot (the URL is not placed due to privacy of my client, sorry). then when I click continue I get this error…  I am new and any help would help me a lot, thank you very much. 

1
Troy Tessalone
1 year ago
A
accountDFSNew
asked in Troubleshooting

Salesforce Integration error - can't load 'Salesforce Object' data

We are having a problem with our Zaps connected to Salesforce since yesterday.The error message we get is:We’re having trouble loading 'Salesforce Object' data (Received an unexpected response from Salesforce when getting the list of createable objects.)We tried to resolve with all the steps from the documentation without success:Hard refreshing the page (Shift+F5 on a PC or CMD+Shift+R on a Mac) a couple times Click ‘Refresh fields’ at the bottom of the Zap step Copy that Zap and edit the copied version to see if the fields appear Recreate the Zap from scratch Wait a while longer, sometimes it takes a little while for the cache to refresh with those fieldsAlso tried another step by re-connecting the account under myApp interface. The connection seems to be ok.There was a similar issue reported a few months ago, but the thread is unresolved and closed.Can you please let us know if you have experienced a similar issue and/or how to fix it? Thanks for your support

1
Troy Tessalone
1 year ago
H
HellootiffanyyyNew
asked in How Do I

Zapier displaying "no data" while trying to integrate Google Sheets with Slack

My company uses Delighted by Qualtrics to collect survey responses from clients we work with. I’m currently using the Create Google Sheet rows for new Delighted responses template and everything works fine until I tried to expand the Zap by sending a channel message on Slack using the Google Sheet rows generated from the new responses.I’m trying to recreate the Delighted Slack integration (photo 1) while adding Slack user group tags + user tags (photo 2) when a new response is added to the Google Sheet.I manually added 3 additional columns to the Google Sheet & used =ARRAYFORMULA(IFERROR(VLOOKUP under my header row so every time a new response is added, the CSM name, Slack user group IDs and user IDs will auto-generate based on client. Zapier has no issues pulling the new columns with no data directly from Delighted (photo 3). However, I’m running into the issue of Zapier showing ‘no data’ when I input the ‘CSM Slack ID’ and ‘Slack user group’ fields into the Slack message (photo 4

3
H
1 year ago
Z
ZipZapBrizzyTapNew
asked in How Do I

Google Form -> Google Sheets formatting

Hi there community! I feel like I’m at my wit’s end with this. I am trying to get customer dockets to drop into google sheets, using a form they fill out. I need things such as; Address, name, contact details, date etc to parse through, but I can’t get anything to go into the right fields. Would someone kindly help me out here? Ideally each response would create a new docket with each profile, so I can print multiple clients per sheet - I don’t want to waste ¾ of a sheet because only 1 is being done at a time, which at BEST is how far I’ve got thus far. I have made a new blank docket sheet here (Click)I won’t share my google form, as I can’t have any bogus entries come through, but even if you could screenshot and demonstrate a FEW of the fields, I am very confident I can do the rest.. I just need a bit of direction with the Zap setup side of things.Thanks so much in advance,Dean 

1
Troy Tessalone
1 year ago
S
Socrates22Beginner
asked in How Do I

Creating a link in a Google Doc from a template and Airtable

Hi there, I am using Zapier to create custom google docs for clients from a google doc template (with data pulled from Airtable, each client has a record). Everything is working just fine. But I have a question. One of the Airtable fields is an attachment. I’m guessing I cannot add the attachment to the google doc through Zapier. However, I am able to add the link to the attachment. (That is, I can add the relevant link to each client’s google doc.)However, right now the link is just text-- it’s not a functional link. Is there any way to make that text into a link?Would I do this with the template?Thanks, 

6
Troy Tessalone
1 year ago
A
austinserioNew
asked in Troubleshooting

Zapier only pulling in the first 20 custom fields

Hey Zapier Community,I am encountering a problem where Zapier is only pulling in the first 20 custom fields, similarly described in this thread from 2020. According to the previous answer, this was flagged as an issue with the ManyChat Zapier integration.I am currently trying to set a new field in ManyChat via Zapier, but Zapier is no longer able to pull in all my fields and I am unable to set the new field. I’ve attached a photo of the error message to this post. How can I get Zapier to pull in all my fields from ManyChat as it previously did?

6
christina.d
1 year ago
T
thejeweledfernNew
asked in How Do I

Altering schedule pending appointment type - Tave and Acuity

Hello. So I'm sure there is an answer somewhere I just didn't know how to word it.   So I have squarespace that uses acuity appointments and I use tave a photography studio crm .. I can get the zap to send over info but ?!  its not the right info..lol.. Meaning my scheduling has  different appointment types..  when it zaps i get a general zap i cant make a zap for each appoint type?  Does that make sense.. because the info is different for each appointment type or will I have to always manually change it when it gets into tave.. also it really doesn't move over that much info so i could just avoid the zap and wait for notification from square and do it myself.. lol  I do not have a lot of volume.. if any yet.. LOL 

1
Troy Tessalone
1 year ago
Jay Graves
Jay GravesBeginner
asked in How Do I

How to use Formatter or other tool to get week number from date field

Does anyone know of a way to use Zapier Formatter or other tool to get the week number from a date field or {{zap_meta_human_now}}?

5
Troy Tessalone
1 year ago
B
boydbarBeginner
asked in How Do I

Calculating mileage between addresses

Just looking for a simple (free or very cheep) way to get driving miles from two locations.Calculating job site drive from warehouse.Is there an easy way to do this with Zapier?(p.s. I am using monday.com to get and store the information once calculated)

1
Troy Tessalone
1 year ago
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
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