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25188 Topics

H
hgruhnNew
asked in How Do I

How do I upload new google drive file to follow up boss contact? Or at least add the link to the file in the contacts note section?

I have a multi-step zap set up for a form submission from squarespace. It creates a new google doc with the users submissions and also creates a new contact in follow up boss. How would I add a step to add the link to the doc or upload the file itself to this contact in follow up boss?

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

mySQL update values

Hi there - am new to Zapier but so far very impressed.I'm trying to take some numerical values from a Formidable form, add them together and then update a row in a mySQL table with that calculated value.For instance, I have four fields submitted from Formidable (field IDs 50, 53, 52, 51) which will each have a value between 0 and 100.I want to add those value together arithmetically hence the update value in the attachment. Is it possible even for the “update value” field in my Zap to contain arithmetic functions? something like=50+51+52+53 I’ve tried various things but it’s simply treating it as a string which is producing some odd results when the field I’m trying to update is an int field.is this possible to do, or am asking the impossible?Thanks a lot.

2
T
1 year ago
R
rockmosNew
asked in How Do I

Can Zappier access confidential information in programs it's integrated with?

Hi -- I am interested in using Zappier and had a specific question about Zappier’s ability to “pull” data when it’s integrated with certain software.  For instance, if I create a Zap between Zendesk and Slack, does Zappier have access to all information stored within each of those program’s accounts, or can it only “touch” information for which it has been permitted to do through designated rules?  In other words, if the connected Zendesk account has information stored in Sections A-Z, but Zaps are created to automate certain activity for information contained in exclusively in Sections A and B, is there any way Zappier can extract or access data from Sections C-Z of the Zendesk account?

2
christina.d
1 year ago
M
masteiner92Beginner
asked in Troubleshooting

Error: Failed to create a transcription in Descript, the app returned "Invalid request payload input".

Hey everyone!I am trying to download audio files from a google drive into descript for transcribing them. No matter which file url input I use (file, download url, ect, I’ve used them all), I get an error on the test zap. Is this just a problem with descript?

3
christina.d
1 year ago
B
bradtelepoBeginner
asked in How Do I

How to ignore gmails triggers that have labels

Goal of NOT getting a Zapier when an email has labels.Problem, It is still being triggered despite below actions.  has:nouserlabels entered into gmail search string.See screenshot for actions taken and Zapier.  

8
rachael.silvano
1 year ago
A
Anonymous
asked in How Do I

How can I insert a file into Notion from Google Drive?

Hola, Hace mucho quiero realizar un zap que permita guardar un archivo que suba en una carpeta de Google drive en Notion, pero no funciona, solo coloca un enlace. ¿Alguien sabe qué se puede hacer? Moderator translation to English:Hello, I've been wanting to do a zap for a long time that allows me to save a file that I upload to a Google drive folder in Notion, but it doesn't work, it just places a link. Does anyone know what can be done?

1
MohSwellam
1 year ago
I
integrationtestNew
posted in How Do I

Basecamp 3 to ClickUp

Hi everyone, I am fairly new to Zapier and trying to get to-dos from basecamp to clickup but I am unable to get the same name of the to-do on the ClickUp task. The current setup is as described below:   I’ve tried to change the “Task Name” filed with few different options that are available from the list but none of them are helping me to get the Task Name right. Any hint would be much appreciated.

0
I
1 year ago
A
Alex S.New
asked in How Do I

Bidirectional workflow between Asana and Basecamp 3

Hello! My employer is trying to create a bidirectional workflow between Asana and Basecamp 3. Below is what we’re trying to achieve, and we would appreciate any insights!We have a project management template set up in both Basecamp and Asana. When a new project is created from a template in Asana, we would like a new project to be created from a template in Basecamp. When a task is updated in Asana (new due date, marked complete, etc.), we would like that same task to be updated in the corresponding Basecamp project as well (we would also like the reverse, going from Basecamp to Asana). If several due dates or the entire project's due dates are shifted in Asana, we would like those changes to be made to the corresponding Basecamp project as well (we would also like the reverse, going from Basecamp to Asana)Essentially, we would like the ability to link an Asana project and a Basecamp project together, with most any action in one project being reflected in the other project. 

2
Liz_Roberts
1 year ago
B
Beds For Kids Program PhilaBeginner
asked in Troubleshooting

Salesforce Creating Record: Unable to Load Choices

We are transitioning our automation from a software that expires tomorrow. It took two days of trying to connect our Salesforce account to Zapier, and now it’s “unable to load choices” when I try to build a zap to create a record from a google form entry. Anyone else getting this error?Unable to load choicesWe're having trouble loading 'Salesforce Object' data. Error from halted execution:

7
Liz_Roberts
1 year ago
R
RaewienNew
asked in How Do I

square online order # missing

I’m trying to create a new zap that pulls new order info into Trello - unfortunately it doesn’t populate the square online order number. It gives a long alphanumerical ID but that isn’t the official order number. How can we get that to be available? Also, order status options are open, complete, cancelled, but there are several order statuses in square.  Im trying to import order info but only need the Order #. 

7
Danvers
1 year ago
B
Brando81Beginner
asked in Troubleshooting

Zapier creating .CSV Spreadsheet

Hi Community, I’m building my first Zap, and I am running into some issues.  My CRM integrates with Zapier, and another program I use can import CSV files.  So I would like to transfer info from the CRM form to my other program by creating a CSV through Zapier.  That’s the overview. I’m trying to import my CSV column headers from Excel into Zapier, because there are a lot of them.  The columns go all the way to AFD, so I’d prefer to import them vs manually creating all of them in Zapier.  I created step 2. Utilities in Formatter but when I tested the connection, it said:The app returned "<urlopen error retrieval incomplete: got only 72357 out of 72537 bytes>".I guess first, does it sound like I’m on the right path?  If so, what do I need to do to fix this error?On a side note, there is one field that I need to split from the form into 2 fields on the CSV.  Is there a way to delimit that field? Thanks!

3
Danvers
1 year ago
B
bhag1.inturiBeginner
asked in How Do I

Integrate HubSpot Custom Object to Salesforce

I would like to integrate  HubSpot custom objects to salesforce and with native integration it is not possible, Any idea about do with Zapier

3
Danvers
1 year ago
J
juankibcnBeginner
asked in How Do I

How do I update Google Contacts when a customer is updated on Shopify with a new order, address, or phone number?

Hi,I’m trying to do that and I not able…I have a zap where new customers in Shopify are created on Google Contacts. I’d like to update google contacts when a customer is updated on shopify, with a new order, a new address, phone… Trigger: Updated Customer in Shopify Action: Find Contact in Google Contacts (?) find by email (what happens if this person made an order without email) Action: Update Contact in Google Contacts. And… that’s all… I don’t know how to continue :( 

5
Danvers
1 year ago
J
JLOBeginner
asked in How Do I

automatically forward to matter gmail/clio

Hello,  Has anyone come up with a way to automatically forward email replies to Clio matters? Clio provides maildrop addresses for each matter that allow the user to send or forward emails directly to the matter. When I send an email regarding a case I CC the maildrop address so that the matter receives a copy. I'd like to set up a zap so that the response is also automatically sent to the matter. I could also include the maildrop address within the body of the email.  I played around with it a few months ago but got busy with other things. I think there's probably a way to do it with mailparser, but I did have much luck. Thoughts? Thank you. 

3
Danvers
1 year ago
V
VirtualProBeginner
asked in Troubleshooting

Zap from Documate - does not change variable types in Zapier when trying to map

I have created a zap that performs these steps.  Step 1 - Complete Documate InterviewStep 2 - If it’s a unique record, create a Contact in ClioStep 3 - Create a Matter in ClioA few days ago, we decided to change some of the variable types in the Documate workflow. As one example we changed a text variable to a number variable, to match the integer field in Clio.Another example, we changed a true/false variable to a dropdown variable because we needed to add one more option.However, when I go back in to Zapier, no matter how many times I refresh, test with new interviews in Documate, etc… the new versions of those variables will not pull in. One specific example: I have a variable {[ResidencyYears]}.  We initially had it as text variable in Documate because we thought we would have the user type in the word “years” after the number.  Later we determined to change {[ResidencyYears]} to a number variable.  However, when we try to map it in Zapier,  it still recognizes it as “text”, rather

7
Danvers
1 year ago
T
ThamerBeginner
asked in Troubleshooting

Data from Freshdesk tickets not Pulled to Google Sheet

Hello All,I created a Zap, to pull the data from the raised “Freshdesk” Tickets, into “Google sheets Rows”, and accounts are connected correctly, also the Test is working fine and data is pulled into the “Google sheet Rows” correctly!So I published the zap and it is ON without any Warnings.But when new tickets is created in “Freshdesk” it is not added to the  “Google sheet Rows”, did I miss something?

5
MohSwellam
1 year ago
T
TzviBeginner
asked in How Do I

From text message to google sheet to live screen display

Hello, I am looking for a way to take data from an incoming text message, store it in a google sheet and then display the data on a large screen that would dynamically update as new text messages come in. Is there a Zap that can do this for me?

5
Danvers
1 year ago
K
kipedwardsNew
asked in Troubleshooting

Getting login has an expired message when connecting Zenmaid account.

I attempted to sync my Zenmaid Calendar to my Google Calendar, but I get a login has expired message when connecting Zenmaid account.  Any ideas?

1
Danvers
1 year ago
J
jelgieBeginner
asked in How Do I

How do I use a Google Contacts custom field as a criteria in a path?

Because the field isn’t a default field, I can’t seem to select it in the path.  Can anyone assist?

1
Danvers
1 year ago
A
acarusoBeginner
asked in How Do I

I need to update a field with a text after a checkbox is checked. I don't know the step need it.

I need to update a field with a text after a checkbox is checked. I don't know the step need it.I don’t know how to update the exactly row where the checkbox was checked.I’m trying to add a step after filter, but here is asking the row.I’ll appreciate. tks in advance

3
Danvers
1 year ago
J
JohnnyGreen101Beginner
asked in Troubleshooting

Fulcrum to Google Sheets only half the data moves

Fulcrum> trigger is Create new record> Google sheets> trigger is create new row.  When testing this it works great but when creating a new fulcrum record only half of the data gets put into google sheets.   The data that does get moved into google sheets is data that is fulcrum created like latitude and longitude but my fields I created do not get transferred over. I have used Zaps for awhile and always worked but this is my first issue. This is my report.  

3
J
1 year ago
R
Regen ComsNew
asked in How Do I

Capturing woocommerce customer update zaps with ACF field

Anyone experience this issue of capturing woo customer update zaps with some custom field values missing (ACF)?

3
christina.d
1 year ago
G
gerardogayaBeginner
asked in How Do I

Woocommerce or Memberpress Zoom Integration by specific product

Hi! We are trying to use our community site for different webinars. We use Memberpress and Woocommerce for Memberpress.Is there a way that a specific product or membership triggers a Zoom meeting or webinar registration?Or a way around it with google sheets? Thanks.

7
G
1 year ago
R
RomainHBeginner
asked in Code & Webhooks

WebHook Cookie Header Response Post Session Authentification (JSESSIONID)

Hello, I'm not a confirmed Zapier user, so please bear with me.And sorry for my English, I use a translator for ease. I'm trying to use an API to fetch data automatically using WEBHOOKS.It looks like the POST authentication mode is session auth.The POST response just gives a single line of text (username connected).But I noticed that there is a hidden Header in this answer, which contains a Cookie (JSESSIONID) that I need for the following steps, since I have to use this value (sort of TOKEN) for each of my following requests (GET).How would it be possible to access this JSESSIONID from the first step (POST) to configure the second step (GET) and the following ones ? The problem is that in the POST response, I see nothing but the small line of text (because the response header information is hidden). I don’t know if this is clear, but It would really help me if someone could be able to explain to me how to do that.  I had already done some research and found two topics that seemed to b

13
R
1 year ago
N
nplusoneBeginner
asked in How Do I

Stripe trigger when payment is "pending," not just complete

Hi there. I’m trying to simply pull Stripe transactions into Google Sheets, but I’ve run into a problem where I can’t find the right trigger that will allow me to pull all transactions, regardless of status, rather than simply “completed” transactions, into the sheet. We have ACH payments that stay in the “pending” stage for five days; I don’t want them to be left out of our automation until they’re complete, I need them to show up right away regardless of status. Is there a way to correct? These are coming in directly from a donation page, so there is no “invoice” for these types of transactions. Not sure what other trigger option would work / how to customize the payment trigger.

5
Danvers
1 year ago
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