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Creating a Google Doc from Podio
Hi community, New user here, first post. I am going through the process of trying to create a Zap between Podio and Google Docs. I have an engineering company and I am trying to create a Google Doc draft (to later edit) in order to create a proposal for clients. I first enter all the project and client data into a Podio App and from there I would like to click a button that says “Generate Proposal” and use all the data entered into Podio to automatically create the Google Doc draft. I get stuck at “Action Type” - see image below. Thanks in advance!
Emails not saving attachments in new Airtable records
I am trying to send an email to airtable to create a new record. This works well except it does not properly do the attachments. I have tried this with both Gmail (upon label) and using the Zapier mail function where you forward an email to Zapier. In both cases, it creates the following kind of attachment rather than actually attaching the files I need. Ideas?It dosen’t Have new attachment trigger in outlook
We are experiencing an issue when creating an order to Shopify from Hubspot deal stage changes. Specifically, when trying to add the Line Items (products)
Hi, I want to ask if someone has experience in the Zap Create Order in Shopify when a Hubspot deal stage changes. The issue I find is when trying to add the Line Items (products). Can this be done via Zapier?thanks
Saving a table from Nanonets to Google Sheets
I’m using Nanonets, which uses OCR to convert an image I feed to it into a table. In Zapier, I can access the table object itself from the Nanonets trigger, but I don’t know how to access the data inside from here. The table object should contain 23 rows, each row having 6 columns. I would like to output all 23 rows into my Google Sheets spreadsheet. How can I achieve this? I’ve been searching around for hours to no avail. Here’s what it looks like when trying to map a spreadsheet row with table data Here’s what my spreadsheet looks like when receiving the new rowAlso, I’m not sure if the Zap’s test actually only sends out 1 new row or if that’s what will happen when out of test, but I do want 23 rows at a time to be saved out.Thanks, everyone!
Long term storage of large list
So I’ve just discovered Storage (thanks Troy) and I’m wondering if it is a good fit for another project that I’m working on.After reading the docs, I wasn’t clear on a couple of things but first I’ll present my use case.I’m trying to manage a list of ID numbers (10 digits each) At any given point there can be about 2,000 different IDs My zap is just going to check if an ID exists before moving onQuestions:Key limit is 500 keys. I’ll only have key (ID), though, right? Inactive keys deleted after 3 months. Does this mean if a key is not acted upon (value added, deleted, searched, etc.) that they entire list goes away or just specific values in the list? I assume the first but I read something somewhere that suggested the later. Storage values up to 25kb. Does this mean each value can be up to 25kb or the key has a 25kb limit across all values? Want to make sure I don’t run into any limits.I was also thinking that, instead of an action to add/remove IDs one at a time, that I would instead
My Klaviyo to Google Ads Zap is generating more tasks than expected
Hello - I am using Zapier to connect Klaviyo to Google Ads for Customer Match. I connected 1 client and 1 list and it takes 3 zaps (one for clicked email, one for completed purchase, one for subscribed to list) generating 3k tasks just over the weekend. I guess I am confused, is it really going to take thousands of tasks (and therefore thousands of dollars) just to maintain one list for one client? I thought I would use Zapier to maintain many lists for many clients but these seems extremely costly the way I have it set up. Am I doing something wrong?Thanks!
Freshdesk create new ticket - name of sender
I have a Google Form setup as a contact form and created a Zap from the Google Sheet where the from answers are sent to Freshdesk but I don’t see a way to pull in the full name of the sender of the Google Form? The ticket in freshdesk only contains the email address as there doesn’t seem to be a field to map this to, is there anyway around this?
ALL transfers say "No results found"... but it's built from an active zap that works
So I just discovered the Transfers tool today. Imagine my surprise that after creating a brand new zap that is tested and works just fine for sending new Gmail attachments to Google Drive, and of course I want to grab those historical records too, but Transfer keeps telling me “No results found”… even though I have several hundred records I’d like to transfer. Here’s what I’ve checked and know: TransfersYES Gmail is supported YES attachments are supported YES Google Drive is supported YES uploading a file is supported So what gives? Is “Transfers” restricted to a certain account level? I don’t see mention of that anywhere.
Calendly reschedules >> update Pipedrive meeting
Hi.I have a Zap that creates a meeting (activity) in a contact.When the meeting is rescheduled or cancelled, I want Zapier to find that meeting and rename it to “Cancelled: <original name>”.I switched from Zoho to Pipedrive. In Zoho I could search the appointment via date. In Pipedrive its not possible.How can I do it?
Connecting Dialpad to Active Campaign Id not found
Hi Good Day ! Can you please assist us in resolving this issue? "The app reported "No Result found for Subscriber with id" we utilized the test sample of dialpad but when we tried to test it on the active campaign they didn't connect. Can you please assist us in zapping Dialpad to Active Campaign? We would appreciate it if you could provide a step-by-step procedure so that we will fallow it.
How do I transfer Facebook video post links to Google Sheets?
Hi there,At the risk of asking a newbie question, but I have the ZAP between my Facebook group and google sheets up and running. The thing I would like to have is the link of the post transfered to the google sheets. I can get the post ID, permalink etc and all those things, but for some reason I can't seem to find a URL linking me directly to the post itself. Thought behind this, I run a private group where people post live video's that I need to check, and via this way I can get an overview of who posted what, but a link from the google sheet directly to the post would be legend.I suspect I am overlooking something, so if someone could give me a hint that would be awesome.Thanx in advance
Find a contact in Microsoft Outlook
I thought I’m planning to build a simple Zap, but apparently it’s not that simple.Idea: Incoming Call in Placetel, searching in Outlook for the specific Contact, posting a Message in TeamsBut when connecting Outlook, yes I can choose the action event “Find a Contact”, but unfortunately I can only search for Name and E-Mail. Why it’s not possible to search for phone numer?Does somebody know a workaround?Thanks! :-)
Sending continued email reminder to remind someone to seed the approval
Hi everyone,I’ve connected Gamil with PodioI am trying to send the continued email reminder to my customer to approval the art work.But right now I can only set it as thisWhen “send approval” bottom got clicked, triggered and sent the gmail to the customer for the 1st time.But if customer didn’t reply, I want to send the 2nd, 3rd email to remind the customers and also mark “ this is the 2nd reminder or 3rd reminder in the email subject line and email body.Sample: Automatic reply: SO# ZZZZZ _PO# ZZZZZ_Approval FOLLOW UP 1 I want to set to send the email everyday until the “send approval” bottom un-clicked.Is there anyway I can do this?Thanks in advance! Tom
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?
Data from Paypal not available in filter/email
Zoho CRM - creating a meeting connecting it to the lead record
I have created the Zap in the screenshots below. It is triggered when someone books an appointment with me in Book Like a Boss. The Zap is intended to check and see if the person is a lead, if not it creates the lead. The second part is to create the appointment in Zoho and link it to the lead. Everything is working except that the meeting is not linked back to the lead record. The leads name shows up in the appointment, if I click on it, it takes me to the leads record, but the open activities still shows nothing listed. How can I connect these two records? Thanks,ShawnThis post has been edited by a moderator to remove sensitive information. Please remember to obfuscate any personally identifiable information prior to posting as this is a public forum.
Why I can't start my Zap?
Hi there, I hope someone can help me. I created my fist Zap with FB ADs, Trelle & Slack. Everthing seams to be right. All settings are ready an checked with a green dot. Every test ist running without problems but If I try so start the zap by pushing the off button (pls see pic.) I got the message: Zap can not be turned on. I have the ground paid version from Zapier and that ist my frist and single business account. Have somebody any good ideas or solution? I send a secound massage to zapier support unfortunatly without any reaction to my problem.Many many thanks in advance for your Ideas or solutions.
Link to original Email in Google Tasks
I am using a “new GmailAction” to Trigger a simple Google Task to follow up - On a desktop, I can create a simple link in the Task description to link back to the originating email.This does not work from Ipad or Phone (presumably because Google has a separate app for Tasks on these platforms)However if I create a task from Gmail but utilizing the “checkbox icon” it creates a working link back to the original email shown with the “envelope icon” in Tasks.Any thoughts on how I can get that specific link so the original email can be reference for field staff working on phones or Ipads??Screenshot: Upper task created using “checkmark icon” in Gmail to “create task”- works on mobile devices Lower task: Url created using the message ID, only works on desktopIs there a way to request “additional actions” from Gmail or better incorporate the Create Task in Tasks?Thanks ~Kristina
Chargedesk client info updated as trigger
Hello, is it possible to set up a trigger when a clients info is updated on Chargedesk? For example:Client A imputed a wrong tax id number or firm name, and when we manually update their tax id number i want to have a trigger to also update the info in the metadata on Stripe.
Guest email missing from Calendly
Hey Team, I have a calendly event that will always have a ‘guest’ added to it and I am trying to add that email address to my zap.When I run a test on the calendly data coming through to Zapier, it only includes parameters for the main invitee, not listing the ‘guest’ invitee. Is there a way I can get the guest’s email address and use that for future steps in the Zap?
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