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17300 Topics

j1358
j1358Beginner
asked in Troubleshooting

Create a matter with resposable attorney in Clio, automatically zap a predifined task, Assignee keeps being me.

Hi Im trying to automate the creation of a task list into a newly create Matter.It works, but is not assigning it automatically to the assignee (Responsible Attorney),I have connected my Clio account to Zapier, and no matter what I try is always me the Assignee…What can be the problem.

7
ken.a
11 days ago
ashy
ashyBeginner
asked in Troubleshooting

Need Help with Creating Pipedrive deals without organization ID

I have added a search step to find an organisation ID for a particular organisation name from a trigger and use this to create a new deal which links to this organisation. If my trigger contains an organisation name which doesn’t exist then this is created in Pipedrive before creating deal so that’s all good.  If my trigger doesn’t have an organisation name, which occasionally may be the case the organisation ID will be null.  Is there a way to create the deal still in Pipedrive without this rather than failing to create the deal at all. I am on the Starter plan. Thanks 

3
ken.a
25 days ago
lyndie
lyndieBeginner
asked in How Do I

How to format inconsistent address?

My CRM has me input all the address fields separately but sends it to Zapier in an odd format.  I need to pull only the street address portion.  Here is an example of what is pulled over to Zapier. 123 N Zapier St Lutz, FL 33549 US[street address] [city], [state] [zip] [country] I can’t use the comma separator because there’s no comma in from of the city name and if I use a space separator then it’ll be different each time depending on if there a street direct or multi word street name.  Any suggestions on how I could get this to work?

4
lyndie
1 month ago
johnwantsautomationofnotion
johnwantsautomationofnotionNew
asked in Troubleshooting

twitter feed to notion database : zapier can't embed the twitter feed into the body content of the newly created database item page.

twitter feed to notion database : zapier can't embed the twitter feed into the body content of the newly created database item page. I hope to achieve this. In the image below, the twitter feed is embeded into the content of the page which is a data record of a certain database. 

4
SamB
Community Manager
3 months ago
Uptrend
UptrendBeginner
asked in Troubleshooting

Lemlist error: Authentication failed, the app returned "The authentication you supplied is incorrect."

Hi! I am trying to connect Airpipe with Lemlist via Zapier, when I try to log into lemlist through Zapier I get this error message. Do I need to be on a paid plan to use this service?  Thank you 

7
ken.a
2 months ago
francescostasi
francescostasiBeginner
asked in How Do I

How to add a Hubspot contact to a Sendgrid Automation based on Lead Status change?

Hi! Trying to connect Hubspot to Sendgrid but facing some issues.Goal is to add contacts to different Sendgrid Automations (email campaigns) based on how the ‘Lead Status’ contact information has changes.So if a contact becomes ‘Eligible’ on HS, then it’s added to a specific Sendgrid campaign.If it changes to ‘Not Eligible’, it’s added to a different campaign. This is what I have built so far. STEP 1: Retrieve Lead Status change Step 2: Find Contact in HubspotThe idea here is to catch all the leads who have been labeled as ‘Eligible’ Step 3: I AM BLOCKEDhere I would like to add any contact that is updated into ‘Eligible’ to a Sendgrid Automation, but Zapier only allows to send a simple email from Zapier itself.  I was hoping to get inspiration from the thread here below but didn’t manage to learn much from it.  Any idea on how to make this workflow work? Thanks in advance!

4
Circledin
11 days ago
Controller de Op. y Gestion
Controller de Op. y GestionBeginner
asked in Troubleshooting

Facebook Offline Conversation error: The app returned '{"message":""}. Excecuting creates.offline_event.operation.perform with bundle '{"message":""}

I’m trying to create a zap in Zapier but it show me this error in the testing 

3
ken.a
2 months ago
syntaxerror
syntaxerrorBeginner
asked in Troubleshooting

Workable error: Got 404 calling GET https://xxxxxxx.workable.com:443/spi/v3/candidates/xxxxxx@gmail.com, expected 2xx.

Creating a standard Workable Zap.I’m trying to add a tag to a workable candidate.I’m successfully able to find the candidate and am putting a simple tag.I get the following error.Failed to create a tagged candidate in WorkableGot 404 calling GET https://xxxxxxx.workable.com:443/spi/v3/candidates/xxxxxx@gmail.com, expected 2xx. Any idea whats going on? Seems like the API is broken.FYI - I’ve masked domain/email address with xxxxxx. Thanks 

3
ken.a
17 days ago
coachwalker
coachwalkerBeginner
asked in How Do I

Chat function for meeting software or event platform

  Do anyone know of any event platform or meeting software that includes a chat function on a registration page (before people actually register)? Thanks

11
SamB
Community Manager
2 months ago
smoore
smooreNew
asked in How Do I

Jira Slack Zap Ticketing System Question

Hi,I am thinking of setting up Zapier for ticketing in slack. We already use Slack and manually log the tickets into Jira.What I am looking for specifically is a read-only channel in Slack where there is a message from a bot saying “Click here to raise a ticket” or “react with (emoji) to raise a ticket” and then upon one of these actions, the user is prompted to fill in a form to open a ticket. Ideally this then goes into Jira.What I don’t want is one of our support staff to have to manually click on reaction emoji to someone’s message in help desk channel in Slack to then log something.This looks like it is possible with Zapier, upon ‘create request in Jira Service Management’ you will see in the image that I am forced to put something in the Summary box and other boxes. I want the user to input this! Not me but I cannot continue without writing something in the box. Essentially I want a Zap where:User clicks on reaction  User fills in what the issue is Creates the ticket for us to se

13
SamB
Community Manager
11 days ago
Inan
InanNew
asked in Troubleshooting

Mural to Notion database entry

Hi, although it seems that new sticky notes in Mural are recognised by Notion and a new entry to a Notion database is made, the contents (text) from that sticky is not recognised. When testing the zap, before publishing, the sticky note with its properties are found, except for the text:Your help is much appreciated :)

3
Troy Tessalone
2 months ago
albanygujaratisamaj
albanygujaratisamajBeginner
asked in Troubleshooting

New File In Folder Zap not Triggering

I created a Zap to notify if there is a new file uploaded. When I test it, it finds the new file but it keeps showing multiple variables and then when I save and publish the zap, its not triggering new file upload and I don’t get email.      

4
Troy Tessalone
2 months ago
Flex8
Flex8Beginner
asked in Troubleshooting

Zap with "schedule" and action "on/off" keeps turning off

I’m on a paid plan we try to activate a zap with a schedule trigger (every day at 10pm) and then an action zap “turn on” via zap manager to turn on another zap (that is working fine and has no errors).But every time I turn this zap on and refresh the page the zap is turned off again. I see no errors and testing is working fine.what am I missing? I also looked here for other ideas/resolutions but found none addressing my problems 🤷‍♂️

7
shalgrim
2 months ago
MastaP
MastaPNew
asked in How Do I

How do I grant Zapier access to a single Google Sheets document instead of my entire Google Account?

I need to create a Zap that reads a single Google SheetsI am having security issues with Zappier wanting to access EVERYTHING in my Google Account.Is there a way to simply give access to a single Sheets document rather than all my personal and professional stuff in my account?Can I give access to a single document?

5
Brem
2 months ago
Curly
CurlyNew
asked in How Do I

How to extract data from a submitted form in Gmail

I need to extract some details from email received by a 3rd party via Gmail. And push this data to my CRM. My CRM is connected to Zapier and is easily able to accept and match any data fields from the zap. However, I can’t seem to extract the precise data I need. Below is a sample of what comes into my Gmail business account from a 3rd party commercial website. I don’t want this sender email in my CRM, only the data they send me. The sender email is always the same so it’s easy to identify these emails for the zap. It comes in the following format (in HTML).  Sent from: mail@xxx.com   (this is the sender)This enquiry has been sent from a user on xxx.com. View the details of the property: 123 Main Street, Somewhere (NEW WAREHOUSE FOR SALE...) From: Joe Bloggs Email: joe@mail.com Phone: 0400 12 3456 Message: Hi there, wanting to inquire about the 500m2 warehouse. Can you please send a map of the complex to let us know where the available ones are located in this complex. Listing ID: 1234

3
christina.d
Community Manager
1 month ago
Las Vegas1
Las Vegas1New
asked in Code & Webhooks

Regarding simple Zap

I'm trying to connect Vulcan7 to Followup Boss using a Zpier Web hook. I want to send selected contacts from Vulcan7 to contacts in Followup Boss.I would like an Action Plan to start according to how the lead is tagged as soon as the new lead hits Followup Boss. I started by choosing:Webhooks By Zapier(Premium) The Trigger Event is “Catch Raw Hook” I entered my account credentials email address. The Action I chose is Registration. Each step, App& event. Account, and Action all have Green check marks.When I select the Test and run it it fails.The error code is:Got 400 calling POST https://api.followupboss.com/v1/events,expected2xx.Troubleshoot error, and nothing seems to correct thos error and the contact information is not being delivered to Followup Boss dashboard.I tried to send an image but it claims a camera shot is to large.

9
Troy Tessalone
2 months ago
Shawn Oster
Shawn OsterBeginner
asked in How Do I

How to get ALL rows from Zapier Table?

How to get all rows from Zapier Table?I’m exploring switching from Google Sheets to Zapier Tables as a temp storage option. I’m loving the concept but I can’t figure out how to fetch ALL rows in the table for downstream processing. Any tips on using search field/value to get all items?For the curious I’m collecting Confluence page changes via RSS and logging title, URL, and date to temp storage. Every Friday I filter by date and count dupes in the list using Code, format the items via Formatter, and Slack that formatted list to various channels as a weekly roll-up.I tried Digest but found tracking what items were in the list and what was considered already sent difficult to debug. Google Sheets is working but it feels fragile.

5
christina.d
Community Manager
27 days ago
Francis H
Francis HBeginner
asked in How Do I

Converting a table into Google Sheet or Excel into Google Drive

Hi, I am very new and not technical at all. However I am intrigued by Zapier, and believe that it might be able to solve my daily (manual) routine of converting a table from a daily Gmail I received to a Google Sheet/Excel. I have tried a few ways but the closes it gave me is a file name in the Google Drive. I think I failed at Identifying Data?I do not know what to input for:Spreadsheet Containing the Worksheet to Copy (required) Worksheet to Copy (required)  and the email content looks like this below:  Any assistance is greatly appreciated, thank you. P.s. I only have a free version right now as I have just started. 

4
Francis H
14 days ago
M
MatthewzapBeginner
asked in How Do I

How can I split WooCommerce line items based on quantity and type without nested loops?

I have a Zap that pushes line items from WooCommerce using a loop.I need another line item based on quantity.So for example if the order is:Blue x1 Green x2I need the Zap to push the following:Blue x1 Green x1 Green x1Zapier doesn’t allow nested loops.Can anybody think of a way to split the line items based on both quantity and type?

2
M
3 months ago
P
Probienes Real EstateBeginner
asked in How Do I

How do I round-robin leads between 3 Pipedrive accounts?

Hey, I'm having a problem with a Zap, I need to set the 1st lead to some pipedrive account, the 2nd lead to another pipedrive account, and the 3rd lead to a different one, and then I need it to star over so they can still get all the leads in that specific order, but everyone is receiving all the leads, I don't know why or what I'm doing wrong.I'm using 3 different Paths and working with Get Value in Storage.Please help me! 

6
Liz_Roberts
Community Manager
3 months ago
draney
draneyNew
asked in Troubleshooting

Gravity Forms / Zoho Desk Zap getting “The data is invalid due to validation restrictions-/contactId” error

Trying to connect a Gravity Forms contact form to Zoho Desk and I’m getting the following error:The app returned `{"message":"The data is invalid due to validation restrictions-/contactId"} What happened: Executing creates.create_ticket.operation.perform with bundle {"message":"The data is invalid due to validation restrictions-/contactId"} Console logs: Custom field URL ---> https://desk.zoho.com/api/v1/myForm?orgId=803566197&module=tickets&departmentId=838596000000006907 Response Code : 200 Cust fields {} date crct2023-05-02T12:00:00-04:00 date 2023-05-02T12:00:00 2023-05-02T12:00:00.000Z Add Ticket {"departmentId":"838596000000006907","contactId":"John Doe","subject":"KCD Support","email":"plato@hotmail.com","phone":"(316) 636-9517","description":"On April 11 we received our order but no hinges/hardware was included! Please call me!","category":"General","status":"Open","assigneeId":"838596000002834001","dueDate":"2023-05-02T12:00:00.000Z","priority":"Medium","channel":"W

13
draney
26 days ago
medzkipz
medzkipzNew
asked in Troubleshooting

File attachment issue: Cognito Forms to Pipedrive deals - attached file cannot be viewed

I am creating a zap to get the file attachments in the Cognito Form Entry to be attached to a Pipedrive deal. I used New Entry in Cognito Forms as a trigger then step 2 is to find the deal to attach the file to  and step 3 is Attach a file to Pipedrive. I was able to attach the file however, it t cannot be viewed.

11
jayeshkumarbhatia
1 month ago
BethS514
BethS514New
asked in Troubleshooting

Trello due date triggering a Google Task

Hello! I am new to Zapier and am having trouble with a zap I set up between Trello and Google Tasks. My end goal is that I want a Google task added whenever I assign a due date on a Trello card. I am a solopreneur so who is assigned on the card is unimportant to me. The zap appears to be working sometimes, but not other times. I have 6 cards with assigned due dates and only 2 have been added to my Google tasks. I set the “time before” at 3 weeks to ensure they all show up on my Google tasks even if they won’t be due for a few weeks. I am wondering if perhaps it has to do without the due date being too close??? For example, if I set the due date as tomorrow it won’t trigger, but if I set it for a week from now it will. I would love some assistance with this and appreciate your time and help!

6
BethS514
2 months ago
fcp4
fcp4New
asked in Troubleshooting

New Form Submission in Kajabi not triggering.

I tried to create a new Zap where an intake form from my Kajabi site routes to my business gmail account. I believe I set it up right but none of the tests hit my inbox?  Any idea what I’m doing wrong?

8
Troy Tessalone
2 months ago
E
EthanEttBeginner
asked in How Do I

How can I transfer deal details from HubSpot to monday.com?

Ho do i pull deal details from HubSpot into Monday ?I built a zap that when a deal in the pipeline is being dragged to a specific stage then it will create a new itemon Monday, but i also want the deal details to flow to the nee item in Monday.

6
E
3 months ago
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