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25123 Topics

P
PhillNew
asked in How Do I

Update a Lead-List in LinkedIn after a trigger from Leadinfo

Hey Community,  i am a Zapier newbie and i am wondering if it is possible to update a lead-list on LinkedIn after a trigger/Lead form on Leadinfo. It seems like there are already correct templates for Leadinfo and the trigger but i could not find any template which might be helpful for LinkedIn. The goal would be to automatically update a lead-list on Linked in with people from companies which visited our Website.  Is there anybody with the same the same issue? I would appreciate any hint and helpThank you :)

2
chanelle
1 year ago
J
jaakkojNew
asked in Troubleshooting

Kajabi -> Odoo Zapier integration: Sales team belongs to another company

Kajabi -> Odoo Zapier integration: Sales team belongs to another companyHi,I have been moving data from Kajabi to Odoo successfully almost an year without problem. Now nothing works.I have been creating opportunies based on Kajabi tag and sales – all good before now. I created new salesteam to Odoo called "markkinointi" and now Zapier says "markkinointi" sales team belongs to another company.I can't choose from Zapier which sales team gets the opportunity. Also opportunity name does not belong to company – no idea what this means.Any ideas? Odoo v15--Error message Failed to create a create lead/opportunity in Odoo ERP Self HostedFault (code warning -- UserError Incompatible companies on records: - 'OPPORTUNITY NAME' belongs to company False and 'Sales Team' (team_id: 'Markkinointi') belongs to another company.) occurred. Message:--Also asked this question at Odoo forums. Problem is probably at Odoo, but testing my luck here also.

2
shalgrim
1 year ago
M
matthijsmBeginner
asked in How Do I

How get Debit in Email with Stripe Payment link when booking Calendar

Hi everyone,I am building a website for a personal chef, with Calendly or Acuity Scheduling and Stripe.If someone books a date with the chef, they should automatically receive an email with a payment link from Stripe. This works fine, except the only payment options are Apple Pay and credit cards, even if I enable other payment options in Stripe, such as SEPA transfer (bank transfers within Eurozone) or Multibanco. The client is located in Portugal, where credit cards are not used as often as bank transfers.Does anyone know of any technical solution to enable people to pay with bank accounts? I have little coding or webhooks experience, but with a clear explanation or tutorial, there is a lot I can learn.Thank you so much for reading and have a lovely day! Matthijs

2
M
1 year ago
M
MattiemanBeginner
asked in How Do I

How to retrieve Stipe's Payment Links data?

Hi,I am creating a Stripe to email Zap.My goal is to send an email on every successful Stripe payment.For the payments I am using either the Stripe invoice tool or a Stripe payment link.When creating the Zap, I managed to find all the data for a successful payment via a Stripe invoice, but I cant seem to find the data for the product(name), or any customer ID when a user pays via a Stripe payment link.Am I missing something here?Hopefully there’s someone that can help me out.Thanks!

21
cdwyer
1 year ago
VanDan
VanDanBeginner
asked in Troubleshooting

Push trigger custom input (in Chrome extension) not visible when testing (or running) newly loaded push

Hi All,The custom field in the Chrome trigger extension is not being found when trying to load Test trigger data. The zap has been published and has worked in the past. It broke while I was making adjustments to the sheet where Zapier uses the pushed input field to find the row (the Job ID). I have loaded new pushes but it only finds the example data as shown in the screenshot below.The only other change that feels relevant is that I combined an existing email with a new email in my google account. So the email I signed up to zapier with is now different (but linked by Google) to the chrome account email.Any help would be awesome :)  

3
christina.d
1 year ago
D
digitaltransformationBeginner
asked in Troubleshooting

What do i do when not all my records from google sheets is flowing into my URL from Zapier?

Hi team,We would like to check with with you, why are none of records (ONLY some rows) are flowing into my provided URL. Do i rebuild my Zap?

2
rachael.silvano
1 year ago
M
MCW Digital MarketingBeginner
asked in Troubleshooting

Time-tracking records in Zoho Analytics are being duplicated instead of updated

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.Hello,Just wondering if I could get some advice. I’ve created a Zap with the purpose of tracking the time people on our team spend on individual tasks. The data is pulled from Monday.com when someone edits the time_tracking variable and a new row is added to a data sheet in Zoho analytics. The issue I’m having is that there will be duplicates of time made instead of updating the already existing time. I have tried to use “update row” instead, but it updates the entire column to all be the same task with the same time and just multiple version of it.  I’ve attached screenshots for reference, any help would be appreciated. I’m new to automation. Monday Trigger​​​​​What happens in ZohoSo in this example you can see it’s created Webinar/Morning Tea Data twice and I’m not sure why. Does anyone have any ideas on how I co

5
shalgrim
1 year ago
G
Guillaume RacineBeginner
asked in How Do I

Salesforce - Updating Multiple Fields if they are Blank

Hello all, First post here, and fairly new to Zapier - Hope I will do this right. Scenario: When a Lead in Salesforce is updated, I want to check if one or many fields are blank. If so, I want to enrich them with Clearbit. I’m trying to enrich, if empty, the following fields: First Name, Last Name, Company, PhoneFor each Lead, the fields that are blank might be different. For example, Lead A might have First & Last Name, but no Company, Lead B might be missing First Name, etc. I can’t use Paths, because there are so many scenarios I would need to cover, and Path is limited to 5. Essentially, I would need some sort of Actions that “would populate the SF Field with Clearbit Data only if the field is Blank”. I can’t seem to find a way to do this. First Name = Bob (don’t update)Last Name = Roger (don’t update)Company Name = Blank (enrich with Clearbit)etc. Hope that makes sense. Thank you in advance.Guillaume

6
G
1 year ago
J
JT_TaylorBeginner
asked in Troubleshooting

How do I create a note in Vitally based on newly scheduled Google Meeting

I would like a flow similar to:Zapier checks for new calendar meeting event Checks Vitally for the emails of attendees to find their corresponding user Add a note to the user account to report that there has been contact with the customer/user While testing, I was able to:Connect my Gmail Calendar to Vitally and it is showing in Zapier for the test zap detailsAdd attendees email as the search value for the Vitally email field identifier The search for the users email fails so I cannot test if it will leave a note The search for the attendees emails fails everytime which is strange because Vitally uses the naked email and not a separate unique identifier, I can see this directly from the user details. Has anyone built zaps for Vitally integrations and run into problems setting them up? Thanks,

6
Danvers
1 year ago
D
Djoeg01New
asked in How Do I

Get multiple deals in HubSpot?

Hi,I was looking through the forum to understand how to import all my deals from Hubspot at once. I've successfully been able to get one deal at a time, using the “Find Deal in HubSpot” Action and property “Deal Name”  with a Letter example A in the “First search property value”  I would get one record with the deal name starting with an A. I tried an asterisks * (wildcard) to see if that would bring them all in but that didnt work.I did see reference to a similar question saying that a loop should be used. So, I added a Zapier loop and Create Loop “From Line Items”  referencing the same field in the action above. That didnt make any difference.  Could you assist with how I can achieve importing all my Deals.thank you !      

2
D
1 year ago
B
bpenczakNew
asked in How Do I

Finding Contact Information from HubSpot Deal

Hello, I am trying to pull contact information from a new deal created in HubSpot. I have been successful at creating a step to pull Deal data but have not been able to create an association between deal and contact. The ultimate goal is to send Deal Contact information to Ignition to create a proposal. 

2
rachael.silvano
1 year ago
G
gabegNew
asked in Troubleshooting

Transaction information FROM Stripe into Bloomerang.

I am trying to get transaction information FROM Stripe into Bloomerang.We need the last 4 digits of donors’ credit card, credit card type, and exp date. It seems that all the fields are set up properly - the Zap is going through, but the transaction information is not being imported.

2
christina.d
1 year ago
MohSwellam
MohSwellamZapier Expert
published in How Do I

5 Common Mistakes to Avoid when Using Zapier

In this video, I’m gonna discuss 5 common mistakes you should avoid when using Zapier.Time stamps:Multiple filters: 0:09 Line items used incorrectly: 1:33 Zap loops: 4:04 Multiple Zaps triggering on the same event: 6:32 Line items vs comma-separated text: 8:47  Hope you enjoy it! 

11827
R
1 year ago
S
SanyaCLAUSSNew
asked in How Do I

How can I use a loop with table data?

How can I use a loop?I have a Google Sheet spreadsheet with a phone number and information. This data is dynamic, so I always need different data. I need to send SMS from Twilio to the number that is associated with the information for this number in the table, is it possible to do this? i need a loop...

2
Danvers
1 year ago
S
SS7290New
asked in How Do I

Is there a way to regularly email a OneNote page's content, whether it's updated or not?

I would like to email a page from OneNote on a regular basis.I see how to trigger an email when a OneNote page is edited or added, and I see how to regularly schedule an email. Is there a way to regularly send an email containing the contents of a specific OneNote page, whether or not the page has been updated?

2
christina.d
1 year ago
K
KeithSNew
asked in How Do I

Email by Zapier - can you see who no longer wants to receive the emails?

I just received an email that my Zap was disabled, because one of the recipients said they no longer want to receive emails. How can I find out which of the three people I’m sending this Zap to is no longer interested?

2
Danvers
1 year ago
B
BrooksKhouryNew
asked in Troubleshooting

Newie Needing Help - 'forEach' of undefined Error

I’m brand new at this Zapier thing and I’m trying to use it for Constant Contact and QuickBooks Online.  The very first contact I tried to do it with, I got the following error when I ran the test:Cannot read property 'forEach' of undefinedAnyone else using this QBO and/or Constant Contact have any idea what I’m doing wrong?Thanks in advance!

14
Troy Tessalone
1 year ago
P
PracticepromosNew
asked in How Do I

Anyone sending tiktok uploads automatically to someone or another app?

I would love to have my tiktok videos auto send to my social media team to manage cross posting for me but I’m not seeing an easy solution here. Even setting RSS feeds seem to be complex with TikTok. Anyone triggering based on new tiktok content?

1
christina.d
1 year ago
V
VovashBeginner
asked in How Do I

How to create/enable automation flow once I receive response/reply to my email/

Hi Everyone  Did some research, but could not find any functionality in zappier that would trigger action once someone replied to my email. At the moment I have automation which will send the email once certain tag is added to the task in the Asana. What I want to do next is to mark Asana task is ready once I receive a reply to that specific email. Please can you let me know if i can set any action/zaps once I receive reply to the automated email that i have created. Thank you  

5
V
1 year ago
A
armueller2001New
asked in How Do I

Birthday email to clients triggered by Google Sheet or Wealthbox?

I’ve got client birthday + email in both Wealthbox and Google Sheets.  Is there a way to trigger an automatic email, preferably through Outlook, using either one of these sources?

6
nicksimard
1 year ago
E
EricB1987New
asked in How Do I

Finding Deals In CRM To Update

Hello,Can someone please explain to me how Zapier finds certain deals in pipeline deals to update?  I’m trying to set up a zap that updates a deal in pipeline deals. Is it the required I.D that Zapier uses to find the deal?  Any explanation will be helpful. Thanks 

3
chanelle
1 year ago
M
MAGAZONNew
asked in How Do I

Update web parser browser

I am trying to update data from youtube after a 1 day delay, tried to use web parser but it appears that the browser for this needs an update 

2
rachael.silvano
1 year ago
N
NectariaNew
asked in Troubleshooting

Zap will not fire

what am I missing.I have connected Facebook leads to Kajabi through Zap.The testing action works like a charm.I publish the zap and when it's supposed to run for a new lead it fails me.Why is the test working and the zaps not going through afterward? What am I missing?

2
Danvers
1 year ago
W
WalsallNew
asked in Troubleshooting

Unable to update spreadsheet row after lookup

I have attempted to update an already existing zap as I needed to change the spreadsheet owner it looked at. Now I can’t seem to get it to work again and hoping someone can advise. My Zap steps are:Trigger 1 - New form submission in HubspotAction 2 - Lookup Spreadsheet Row in Google Sheets (using email address as identifier)Action 3 - Update Spreadsheet Row in Google Sheets The error is showing in Action 3 only with every other part working ok. The error is:Failed to create a spreadsheet row in Google SheetsThere was an error writing to your Google sheet. Unable to parse range: 'Sheet1'!True:True This is what I have used for the row to know which one to update: Any help would be greatly appreciated.Thanks

2
W
1 year ago
J
jonasjonesvalintinNew
asked in Troubleshooting

New Subscriber from ads Not showing on campaign monitor

Hi team.New here, thanks in advance.I see my FB leads in zapier, it does register them, however I do not see them on my e-mail list in campaign monitor, so im wondering 1) did they receive the free-bee?Are the transfer of leads to the e-mail list delayed?When I did the test twice, the test contact was added to the list instantly, and I did receive the free-bee as well.Thanks teamEnjoy your monday!

9
Waltayjackson918
9 months ago
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