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21934 Topics

automated birthday emails
automated birthday emailsBeginner
asked in How Do I

Test trigger step

I tested the trigger and it worked then but on the actual day of the event it didn't trigger the email. What event should I select here to keep trigger the emails automatically when it finds matching word in the calendar title 

4
AndrewJDavison_Luhhu
2 years ago
C
CholtronBeginner
asked in How Do I

Circular updates for Github and Zendesk

I have one Zap working just fine. For each new Zendesk ticket assigned to my team, it creates a corresponding Github Issue in our repo, including the URL of the originating Zendesk ticket. What I’m hoping for is a second Zap that can update the Zendesk ticket with the URL of the Github issue. My current Zap is triggered by a new GH issue (created by the first Zap), however I am stuck on how to get back to the originating Zendesk issue for the update.Thanks in advance!

6
jesse
2 years ago
C
creasetoefurrNew
asked in How Do I

Pull Unused Name from Google Sheet

I want to build a round robin type of zap but for hundreds of people which is why I’m hesitant to use the Storage function. Ideally, I would be able to post a trigger word into a designated Slack channel and the zap would pull a random name from a spreadsheet that hasn’t been used yet. I would be able to post the trigger word multiple times if need be, i case the person sent back was out or otherwise too busy. Below is a sample of the spreadsheet I have set up. I want the zap to only send back a name if their ‘Spotlight Date’ cell is empty.   

1
Wemakefuture
3 years ago
A
Aprendamos MarketingNew
asked in How Do I

Expiry Date 1 year from today in ActiveCampaign/Thinkific

I’m currently selling online courses, but they must expire one year after they purchase.Using ActiveCampaign and Thinkific they have the option in zapier “Expiricy Date” but i tried using this:“{{zap_meta_human_now}} +1y” and didn’t work…So, Is there another way to do this?BTW: I don’t save the date of purchase as “Custom Field”

2
M
2 years ago
L
langellphotographyBeginner
asked in How Do I

Connect ALL Zoom events to Zapier-->Mailchimp

I want to automatically have Zapier trigger a Zoom webinar registrant be added to Mailchimp, across multiple events.  Currently, it appears the process is to select a specific Zoom event and have it add to Mailchimp, one event at a time.  This is PAINFUL as I have multiple events per week, week in and week out, that I need to connect. IS there a better way?  

5
AndrewJDavison_Luhhu
2 years ago
R
RealEstateSystemSecretsNew
asked in How Do I

Updating Contact in Clickfunnels

I’m using a chatbot to get leads and want to then add this contact information to Clickfunnels so I can send them my follow up emails. I’m only able to add an email as part of the contact, and not a name as well. It just puts in Unknown Name. Is this simply a limitation of what Zapier and Clickfunnels can do or is there some kind of workaround or am I doing something wrong?   Thanks!

2
LunaM
6 months ago
P
pay37
asked in How Do I

Nonprofit: Sending unique values or sheets and marking them as used (past get multiple rows feature)

Hi! I work for a nonprofit organization and am trying to analyze if a professional Zapier program would be the right fit for our needs. I’ve figured out the initial steps, but now I’m hitting a wall.  So, we have a data set that is comprised pretty much of very soft potential leads. Usually 3 rows of info that matter: a name, email, and phone number or address. Volunteers can request a certain amount of leads via a google form (open to other types of online forms or actions for doing this) in which they say the number of leads that they want and their name and email. This step makes sense.Then: a middle action for data splitting and some type of marking of whether that data was used. This is where I’m uncertain.Followed by attaching the data in some form to an email and sending it to the volunteer. This part also makes sense. Basically, I want to find the most simple way to piece off a spreadsheet. All values are of equal weight/importance, so it doesn’t matter what leads the volunteer

2
AndrewJDavison_Luhhu
2 years ago
C
CuentasOKBeginner
asked in How Do I

Trying to use Google Calendar to overcome Calendly - Pipedrive limitations

So we're trying to connect Calendly and Pipedrive with Zapier, so whenever a new event is created, a person and a deal are added to Pipedrive.  The problem we're having is that Calendly only trigger the zap when a new invitee is created but we have two different calendars and two different funnels, but in Zapier there’s no distinction between them, it just sees a new invitee and it goes to the first funnel.  I'm trying to overcome this setting up a zap between Google Calendar and Pipedrive so whenever a new event is added I can create a person in Pipedrive but I am having trouble figuring out which field in the event created I can use to create the person, specifically the name and email of the person because when I’m trying to set things up, the options in Zapier includes name and emails of both people attneding the event, the creator/organizer (me) and the invitee (the person that I want to add to Pipedrive). Does anyone know anything about this or have you ever tried or have any tip

4
C
2 years ago
A
Anonymous
asked in How Do I

sending shopify order on fulfillment

I want to create an order from Wix to Shopify. But I get an error all the time. The problem is that the order can’t be on unfulfilled. Now I need them on unfulfilled in Shopify.  How can I fix this?

2
AndrewJDavison_Luhhu
2 years ago
C
CristyBeginner
asked in How Do I

Click Funnels and Google Sheets Integration

Hi, Everyone!I would like to ask some questions:How can I integrate the date and time of submission of form from ClickFunnels in Zapier to Google Sheets? How can I integrate the select inputs from ClickFunnels in Zapier to Google Sheets?Thank you in advance!Cristy

2
C
3 years ago
K
KseniaBeginner
asked in How Do I

I cannot transfer a contact to the required Contact List in Unisender

 I am setting up an integration between salesforce and unisender. The fact is that when I get to the last stage, where I need to select the Contact list, to which the contact will be added in Unisender, I face difficulties I choose a custom field instead of a ready-made list in Unisender. This custom field contains Id Contact List from Unisender. When I test the trigger, why doesn't the contact get into the Contact List (that is, Zapier does not understand that my custom field has an ID Contact List).

6
jesse
2 years ago
A
aaronmjenningsBeginner
asked in How Do I

Calendly to Freedomsoft 500 Error on Freedomsoft side

I connected Calendly and tested good. I connected Freedomsoft and test gave a 500 error. It’s one of my first zaps, so I have no idea what to do. Attachment edited by moderator to remove personal/private information.

6
A
2 years ago
L
LaurieAllenNew
asked in How Do I

TextMagic Not Working

Hello! Anyone familiar with TextMagic.I’ve set it up correctly (as far as I can tell).  I have all green checkmarks, but most are not sending.Any thoughts?  Wiling to hire someone to fix.  Laurie

2
AndrewJDavison_Luhhu
2 years ago
G
GeorgeFNew
asked in How Do I

Use Zapier to send emails in batches

Hello Zapier! i was wondering if i can use my Zapier to send automation emails with the following condition: We have a landing page which collects emails. For the first 20 people that subscribe we send them EMAIL 1. Then for the next 20 people that subscribe we send them EMAIL 2. Eventually our target is to set it to send 70 EMAILS for every 20 people on a first come first served basis. Can zapier helps me achieve this?Thank you, George

3
Danvers
2 years ago
J
JohanEspinosaBeginner
asked in How Do I

Zap New Estimate Alegra --------> New Deal HubSpot

Hi,I am new in Zap and I am trying to run a zap that when new alegra estimate, automatically it create a new deal in HubSpot, name and ID customer in alegra is the same that HubSpot, the Zap is working well but I couldn´t get  HubSpot automatically assign an associate contact to that new deal, I hope you can help me please.Johan Espinosa  

3
J
3 years ago
F
fammNew
asked in How Do I

（emergency）facebook lead Ads can't connect zaps.

Dear zapier community,   We are trying to connect Facebook lead Ads and sending Gmail, inputting data of leads Ads to Google spread sheet. We have setted up the zap, but the zap don’t work. We have checked this page ‘’https://zapier.com/apps/facebook-lead-ads/help’’, and all settings and permissions of Facebook leads Ads and zapier, conversations of this community. Is there something that is considered to be the cause of this problem? We are in a lot of trouble...Everyone please, help us out…   best regards,

1
Seun Debiyi
3 years ago
B
BimsBeginner
asked in How Do I

Formstack & Google Docs

Hello,I have a formstack form which generates a PDF using Formstack documents (formerly webmerge) but I was wondering whether I could generate goggle doc from the submission. Reason is, Formstack + formstack Documents is proving to expensive for us, especially during this period - so I’m looking for an alternative way to accomplish the same task.Any ideas?

2
B
3 years ago
C
Chris_DBeginner
asked in How Do I

How to know what to pick at each step?

Ok, noob question I’m sure. So I have my email from my site linked with IMAP (Chris@site.com) I also have Active Campaign for my buyers list and Follow up Boss. I am trying to get it so when someone opts-in on my site, it grabs the email, phone, name mainly from the IMAP email then zaps over to AC then from AC to FUB, then into my email automation drip. Issue I have is, I have no idea what to select when making the zap, I feel like it will take many wasted hours just experimenting all the different items in the drop down menus. Seems like a huge waste of time trying to figure it all out, when a 5-10 minute phone call would make this happen. There is no phone number to call Zapier  to get this all worked out? I couldn’t find one, only an email support system..  There has to be another way to do this? Seems overwhelming when learning this stuff. 

2
C
3 years ago
N
NitinNew
asked in Code & Webhooks

How to schedule a catch hook within Webhooks by Zapier?

Scheduling a catch hook seems impossible in Zapier. When i select scheduling while creating the Zap, i have options to select GET, PUT and POST hooks. But no option to select a Catch hook. Is there any way i can achieve scheduling a catch hook?

1
ikbelkirasan
3 years ago
C
cjbuk10New
asked in How Do I

Connecting Klaviyo to G Suite (gmail)

PLEASE HELP I made a bunch of klavio flows and emails but did not have any email to send them through so i created a g suite account, but have no idea hwo to link the two so that whenever someone subscribes to my newseltter or something klaviyo can send what it needs to send through g suite. I tried to link them up already but did not know how to do it!!

1
Danvers
3 years ago
Learner
LearnerBeginner
asked in How Do I

Verification and Confirmation | HELP

How do I follow the following scheme?Purchase (PayPal)2- Send an email to the buyer with some instructions to reply3- The buyer will respond with his discord user in the response like this:       Re: Payment       Discord: Buyer#0000       Description: Some text4- Provide the role with the name of the product purchased for that discord user on the discordI've tried in several ways, I asked for support in DM and some topics here in the Zapier Community, but nothing answered my question, so I'll post some prints of the methods I tried to create the schema above:Step 1: VerificationStep 2: Confirmation But it is not working, is anyone there available to help me?

1
andywingrave
3 years ago
D
DMatthewsNew
asked in How Do I

Help with Regex Expression Code

I am new to Regex and trying to create an automated process using Zapier.  I have a code that works in Regex101.com using PHP; however, I understand Zapier Formatter uses Python.How do I convert (?s)(?<=CONTACT).*?(?=View) which is in PHP to Python so it will work in Zapier Formatter (Python).My goal is to capture text between to strings (CONTACT and View) and do this for all occurrences.Your help is greatly appreciated. 

1
olivialook
3 years ago
B
bggunnzNew
asked in How Do I

Question about InvoiceNinja connecting to Square only for payments

So I am self hosting InvoiceNinja and I am trying to figure out how to create a zap only for payments to square and then once the payment is made, square tells InvoiceNinja that the invoice has been paid. Has anyone done this yet with the self hosted InvoiceNinja?

1
Troy Tessalone
3 years ago
new user in TX
new user in TXNew
asked in How Do I

why can't i get past API key input when trying to set up Zapier w/ Nethunt?

Hello and brand new to all things IT/apps/on-line: so, I’m trying to integrate Nethunt (CRM) to Zapier and it prompts me for Gmail email and the API key but wasn’t able to click continue, so thought it needed some time to update or something…  Tried it today (7 days later) and same thing, login to zapier and takes me to nethunt-zapier prompt for gmail email and API key…  Tried to input the same API key (Nethunt settings says created 4/21/2020) but try to hit continue and nothing happens -- TIA for any help you can give a desperate and grateful novice!

1
Liz_Roberts
3 years ago
S
ShelbeyNew
asked in How Do I

MS Teams Integration

Does anyone know if the MS Teams app is going to expand their Actions? Right now, I’m seeing actions for creating channels and chat messages, but I’m interested in an action that uploads a file to my Team.

1
Troy Tessalone
2 years ago
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