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17375 Topics

K
KenzaiBeginner
asked in How Do I

How do you associate a HubSpot Product to a Deal as a Line Item?

i am trying to set up a Zap that adds a HubSpot Product as a Line Item to a Deal, but don’t know what the correct sequence should be - do I first ‘Find Product’ or ‘Find Deal’? And then ‘Create Associations’?  Also, when I attempt to ‘Find Product’, I’m not seeing any options to specify the search parameters based on any existing HubSpot ‘Product’ Properties:  When I attempted to ‘Create Line Item’ earlier, I received the following error:  The messages notes that there may be a ‘Scoping’ issue, and that HubSpot may not be granting full access to all of the required objects (i.e., Products & Line Items in addition to Contacts and Deals): https://developers.hubspot.com/docs/api/working-with-oauthAny advice is greatly appreciated!

7
A
2 years ago
J
JarrodNew
asked in How Do I

'Find or create by query' action in Salesforce

Not sure what the best way to request new functionality is! But would love to see a ‘Find or create by query' search option for Salesforce.Currently have ‘Find or create’ but which only allows a single field lookup. Also have ‘find by query’ but then seems to require paths and branching logic to create a new record if it fails (which uses additional actions, and requires a higher price tier than we are currently using).One sample scenario is that our Salesforce contacts have multiple email fields (e.g. personal, work, alternate). We’re using email address as a search field to avoid creating duplicate contacts, but on the ‘find or create’ action we can only look up one of the above fields at a time.The ideal situation would be able to have a single action that used a query (e.g. WHERE personal = ‘myemail’ OR work = ‘myemail’ OR alternate = ‘myemail’) and then create a new record if no records were returned.Use cases for this are almost endless when it comes to being able to run better m

1
robschmidt
2 years ago
B
bummy919New
asked in Troubleshooting

Using custom value to select Folder in Dropbox action

I’ve been pulling my hair out on this one but hopefully it’s a simple fix. I’m following a training video on setting up a particular multi step zap. I’m on #7 and now I can’t proceed as the things in the drop down that I’m seeing are not the same as I have in mine. I’ve upgraded both zapier and dropbox, thinking this might correct it but no. This is what I want to see and work through. I’ll put what I see below this image. This is what I see below.   You can see that even in the title the one i want (top image) says “customize text file” and has 4 options. The one I see says “set up action” and the choices are different.  HELPPP! lol. I’m going crazy with this. Thank you!!!!

1
robschmidt
2 years ago
K
Keri2004Beginner
asked in How Do I

Error when saving multiple images to Google Drive, from one Airtable attachments field

I have a Zap that is throwing an error “The app returned “Access Denied” when I try to upload images from my airtable record to a google drive folder.It only happens when there are multiple images in the airtable field.What do I need to do to correct this?

5
nicksimard
Community Manager
2 years ago
C
chrislacraftBeginner
asked in How Do I

connect bubble and remove.bg

hello, I would like to connect bubble to removebg thanks to zapier but in zapier I have this message return: "We're having trouble loading 'Zap ID' data (The app returned" Unauthorized ".)" if you can me ' help I thank you.

6
nicksimard
Community Manager
2 years ago
N
nickalusNew
asked in How Do I

Line items to Airtable

Hello,  I am trying to send line items from the lineitemizer Utilities Formatter app to several rows in Airtable (or Google Sheets if Airtable doesn’t work). I brought all the items into an appended group but I can’t figure out what’s wrong and why it’s only copying arrrays in one cell/row.  Basically the objective is to do that: https://zapier.com/blog/formatter-line-item-automation/ here is what I have: lineitemizer   result is (which I am happy with) Airtable action:   failed: Help! thanks

16
nicksimard
Community Manager
2 years ago
S
stevemcBeginner
asked in How Do I

Can I move or copy an action?

Is there a way to move an action fro one location to another if I want to restructure my zap?  For example, I want to add a path and move some of the actions into that path.  Setting up each action takes a bit of time and needs to be tested.  I have a few zaps I want to make this change for.is there some sort of copy/paste operation that can be done with zaps?  Is there a way to edit zaps some other way such as getting their raw text representation? p.s. I’m surprised not to find this question already I the forums.    It seems like it would be a common need.

4
nicksimard
Community Manager
2 years ago
M
mrmac2youBeginner
asked in Code & Webhooks

Adding Webhook data to JotForm

Hi, I am trying to add data collected using a webhook into JotForm but I do not see any available actions when I add JotForm as an application.The Webhook is getting sample data when I test it. Thank you 

7
nicksimard
Community Manager
2 years ago
M
morariuBeginner
asked in How Do I

Read Receipt in Email by Zapier not triggering

This is one of the strangest issues in Zapier. The Read Receipt has to start as a trigger in a new zap. But the Read Receipt is never found though I am following the documentation step by step. I’ve tried immediately after sending the outbound email (with Email by Zapier), trying after a few minutes, sending the outbound email as a test trigger, sending the outbound email with different trigger. This Read Receipt can never be found. Can anybody help? Thank you

5
nicksimard
Community Manager
2 years ago
V
VA: RegiBeginner
asked in How Do I

Google Form to Pipedrive Zap - how to avoid creating duplicate Organizations

Hi guys,I made a Zap that creates a Deal, Person & Organization. I’m trying to make sure that Zap won’t create a duplicate Organization if a same person would send a response from Google Form and would write a company that has an extra letter/space in it but the same company is already existing in PD that it won’t then it shouldn’t create a new Organization. Is there a way to do it?Thanks,Regi

5
Troy Tessalone
2 years ago
R
rkrooseBeginner
asked in How Do I

New Order in Shopify to Grant Access to Offer in Kajabi - filtered by product

Hi!Basically would like someone to be able to purchase multiple digital offers from my Kajabi site and then get access to the specific ones they purchased automatically. Currently I’m using Squarespace product page attached to my Kajabi site where buyers can purchase one or more digital products but then I have to go in and manually give them access to the digital product on the Kajabi platform.I’ve set up a Shopify lite and attached the products to my Kajabi site but am having trouble figuring out how to use the zaps to trigger when an item/s purchased and then give instant access to the corresponding offers in Kajabi.  Thanks! 

3
Troy Tessalone
2 years ago
A
AlgorantNew
asked in How Do I

Firebase Structured Query - help with JSON format to update row in Google Sheet

Hello I have a Firebase database collection that I want to use as trigger to update a row in a Google Sheet. I looked at the documentation, but I am having trouble getting the Structured Query format correct when I try to include a Where property in addition to OrderBy. I am not that great with JSON and am probably just connecting them together incorrectly. I have tried all sorts of combinations of both inline and nested but still get generic JSON error for formatting. The documentation does not give an example of them combined.  "orderBy": [{ "field": { "fieldPath": "someKeyOfYourChoice" }, "direction": "DESCENDING" }] "where": { "fieldFilter": { "field": { "fieldPath": "whenPlayed" }, "op": "EQUAL", "value": { "stringValue": "some-compare-to-value" } } }Can someone help me create a sample Structured Query with both OrderBy and Where properties

1
GetUWired
2 years ago
FreshyJon
FreshyJonBeginner
asked in How Do I

"Drip" campaign with Gmail and Asana

I was curious if anyone had any ideas on how to make the following happen:A Zap (or set of Zaps) that runs daily at 9am. It looks within an Asana project section and gets all tasks in that section. For each one, it finds the email address (in the Asana task’s custom field). It then takes each email address and sends an email (either via Gmail or Zapier Email) at 9am to all of those email addresses (ideally separately, and not as a BCC). Each day, it checks the email fields in that section again, and re-sends the email. It does this for 5 days in a row (per Asana task that it found). On day 6 (or at the end of the Day 5 sequence) it moves it to a new section in the Asana project; and thus it will stop finding this task during the Zap.But obviously for any new Asana tasks that may have been added to that section in the meantime, the Zap continues to run all the time, so any new tasks in that section will also be emailed 5 times.It's like a Drip campaign. Essentially: for each new task in

3
FreshyJon
2 years ago
S
sboydBeginner
asked in How Do I

Extract all QBO Vendor and Customer IDs (nameID)

In QBO they assign a unique ID (nameID) to each customer and Vendor.  Attached is a screenshot for this ID how it appreas at the end of the URL for the cusomter.  However, per QB support, they do not offer a way to extract those IDs in a report and my requests to their support team have been unsuccessful.  I did read in this community that it can be done with Zapier but seems like the actual solution was removed from the post.  The ID does show up as a data field in some of my other Zaps.  Does anyone know how to use Zapier to extract all of the QBO vendor and Cusomter nameIDs into file?  I would need the NameID, Cusomter/Vendor name, and the address.Just not sure how to run a report from Zapier into QBO without a trigger.TYIA!  

2
AndrewJDavison_Luhhu
2 years ago
A
AndrewZapNew
asked in How Do I

SQL Trigger to generate SQL query and save output to Amazon S3 to be emailed

Hello everybody. I am new to Zapier and would like to create the following workflow: 1) I want to regularly check if report is ready to send.So: Trigger: New or updated row in MySQL. Let's say trigger noticed the report number 100 is ready. 2)  Then I am querying SQL select * from x where project_id= {{project_id. }} (variable). 3)  Then I would like to save output of SQL query to S3.  4) Then  I want to send an email  with a link to S3.  Is it doable in Zapier? 

1
GetUWired
2 years ago
I
itswestyBeginner
asked in How Do I

Salesforce - Account Fields - Connecting to Airtable

Hi Zap crew, I have a quick question about a Salesforce integration - I am able to do this in Integromat, but as I paid for Zapier would love to do it here too - I want to connect Airtable to Salesforce and update a text field. The problem I have is that when I click Account within the Zap, I want the Account Fields not the actual accounts - does that make sense? Any help would be much appreciated. Thanks Matt

8
AndrewJDavison_Luhhu
2 years ago
F
FPG USER
asked in How Do I

PandaDoc payments and quickbooks Sales Receipts

Hello Everyone,In case that the payment amount did not go through my bank account and it is “DECLINED”, how can I avoid that the invoice/receipt is sent to my customer? This is the workflow, my customers pay online using PandaDoc payments add-on, then it is automatically sent to Quickbooks. Then, the zap creates a new customer profile or finds it, then creates a receipt, then the zap sends the receipt to my clients’ email.This is the outline, Quickbooks is sending the receipts automatically even though they are declined. Please heeelppppp!!! Best regards,

4
AndrewJDavison_Luhhu
2 years ago
M
Michael.SBeginner
asked in How Do I

Facebook read ads and Shopify/email has already been taken

It integrates Facebook lead ads and Shopify.Why do I get this error when I'm trying to get new customers?   

5
GetUWired
2 years ago
Luis Santana
Luis SantanaBeginner
asked in Troubleshooting

filters for Pipedrive do not work

Good morning people.I need to do a lead distribution on pipedrive based on which city is filled in the form.For example:If the "City" field is filled with Curitiba or Belo Horizonte, then these leads go to users on pipedrivetariane.costa@pegaki.com.br and diego.paiva@pegaki.com.brNow, if the "City" field is filled with any other city, then it goes to the user alex@pegaki.com.brWhat have I tried?I used the path and conditions according to the images attached here.What was the result?Leads are always duplicated, all leads go to Alex. Apparently this second filter does not work correctly.Can someone help me? 

4
Luis Santana
2 years ago
S
Santiago MBeginner
asked in How Do I

How does Zapier create new records in Salesforce?

I have several zaps connecting from FB/Instagram to salesforce through zapier, but i dont know how it actually works. Does Zapier connects to an API to create a lead (like other sources do like a webform) or it uses the account setup in the salesforce connection and adds a new row in the leads table with the fields configured in the zap?I havent been able to identify if it uses an api or where to change that.My company is changing the api that all our systems use to connect to salesforce (with new fields that need to be part of the request for example), but i dont know if i need to do anything on zapier for this to be alligned too.  

1
Troy Tessalone
2 years ago
M
meganfBeginner
asked in How Do I

Spaces in image filename

Does anyone know how to get around the problem of a zap-step not handling a file because of a space in the filename?Our automation is attempting to add uploaded images to our social media channels but regularly fails when user attach files with spaces to their online forms. the message in the  zapier step mentions “Invalid image url parameter supplied”ThanksJ

3
GetUWired
2 years ago
G
gettgoNew
asked in How Do I

Assign Leads to different names from a list in Google Chat Group

Hi,I am setting up a leads zap where the leads would be distributed to five different people in a google chat group. Every time the leads come in, I would like to assign, in chronological order, from a list of five names to that particular lead. So far I have tried using the Pick from a List under utilities but have found only options to choose first, last or random. I tried looking for the custom value option where I can use a formula to choose names but haven’t found it so far. Any guidelines or any other way to set this up, would be appreciated. Thanks in advance

1
GetUWired
2 years ago
M
Mikemo77Beginner
asked in Code & Webhooks

Split Line Items in Shopify Order by Vendor

Hello, I created a zap to send an email to our suppliers from a Shopify order, but if there are multiple vendors in one order it sends an email with all the products to all vendors in that order. I would like to be able to split the email into multiple emails, with each vendor only getting the line item in an email that is relevant to them. Or at least not display the irrelevant items to vendors who don’t need the data for items they don't dropship as to not confuse them with more products than they need to fulfill.This is the code that splits the line items so it is easier to read, and the previous step is a filter that reads the vendor and only continues to the email relevant to that vendor. If anyone has any ideas of how to send an email to each vendor with only the line item relevant to that vendor from one order please let me know! Thanks-Mike

5
GetUWired
2 years ago
S
SharkyBeginner
asked in How Do I

Error Message; The app returned "Incorrect integer value: 'Birth Day26' for column 'birthday' at row 1". What does this mean?W

I am new to Zapier and trying to set-up my first zap. I got the Error Message; The app returned "Incorrect integer value: 'Birth Day26' for column 'birthday' at row 1" on my test case. What do I need to do to fix this?

4
SamB
Community Manager
2 years ago
D
doldy101
asked in How Do I

Using Typeform to display recommended products on Shopify

Hi,I see there was a similar question asked here, but said I would ask my own with as much detail as I can.I got my idea from Dollar Shave Club where they have a get started section, asking users a set of questions and then displaying recommended products based on the users responses.Is there something similar that can be done using typeform on a shopify store? I was able to embed the typeform to my store but when it is filled out the information is sent to my typeform account. But what I am looking for is when a user finishes the form they will be brought to a new page and be shown a list of products based on the users answers.I would imagine each answer would contain a tag and all the tags would be used to filter the products shown to the user. For example;I have a coffee machine product in my store with a tag “coffee_machine” and then another product, a tea pot that has the tag “teapot”.I would have a typeform with a single yes/no question, “Do you like coffee?”If answered yes the t

5
SamB
Community Manager
2 years ago
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