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25610 Topics

K
kaushalkachiyaBeginner
asked in Code & Webhooks

Want to check possibility of implementing workflow.

We are working on one marketplace. Lets call it www.xyz.com.Marketplace have lots of sellers who work on services like SEO or Designing etc.. and it has buyers who purchase those services.  There are sellers who are well knows and working on many services with the help of their own team. To make their life easy, We want to provide them with integration of Asana, Slack and many more things that can help them to organize and scale better.  As per my basic understanding, If seller create a webhook in his zapier account and provider xyz.com with webhook url to hit on specific action, We can implement this feature but I think the flow will be more tedious for seller and all of them might not be able to configure zapier easily.  I want a solution where each seller don’t have to create webhooks of own their own but as an owner of xyz.com I can give them some way that they can configure things in xyz.com and do the integration of their slack and asana from xyz.com. Is there a way possible for

4
K
1 year ago
A
anthNew
asked in How Do I

Upload File in Google Drive from Salesforce

How can I upload a File from Salesforce to Google Drive A file to be uploaded. Can be an actual file or a public URL.How can I specific the actual file from content document object? 

1
Danvers
1 year ago
R
RustyRoverNew
asked in How Do I

Converting date in text to actual date

I created a Zap to make a starred Gmail into a row in a Google Tables table that I created. The date is a text field, in the format: Tue, 25 Oct 2022 16:57:27 -0400 (EDT). So the coumn sorts in alphabetical order rather than chronologically in the table.  Looking for ideas to fix this - probably with a new column and a bot. Thanks in advance

1
Danvers
1 year ago
Z
zapqueNew
asked in Troubleshooting

The product that I manually entered on WooCommerce does not show up on Loomly

I have been trying to create a zap between woocommerce and loomly. The test runs fine but any product manually entered on woocommerce does not show up on loomly, Can i know how i can make this zap work?

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

Zap already scheduled appointments

How do I zap already scheduled appointments on Acuity to Google Sheets?

1
Danvers
1 year ago
A
AimB3New
asked in How Do I

How do I add an icon page to a notion database item?

Hello,  I’m trying to set up Zapier to publish my Strava runs into a database in Notion, but I cannot seem to find a way to edit the page “icon” field, the enclosed picture is what I see after I edit the available fields in the “Test Action” phase of creating a Zap. Is there any way to still edit these fields before the Zap is carried out ? Thanks in advance ! 

1
Danvers
1 year ago
S
senior65New
asked in How Do I

Push to Zapier Slack trigger - not showing the modal to push a message

Hi, I have a zap with the trigger “New Pushed Message” from slack but when I click in “push to zapier” in Slack nothing happens. It was working fine a few weeks ago. If I disable the zap, Slack says “There are no workflows (Zaps) using the "New Pushed Message" so I understand that Slack understand that there is a trigger enabled but it is not showing the modal to push a message.

98
U
1 year ago
B
BrainstewnNew
asked in How Do I

How many tasks will it take to transfer 4058 contacts from Contacts+ to Realvolve CRM?

Zapier says I have used 103 of 100 tasks available.  I don’t see any successful syncing activity in my history on either Zapier or the target.  I did do a test and was pleased that the text I asked be placed in the note field was indeed placed but now how to govern the the task limitation?  Even if I was on the first tier of their paid platform I don’t think I have enough tasks to process all all my contacts.I use Contacts+ to maintain contacts.  I would like to create an entry in Contacts+ and have that entry create an entry in my Realvolve CRM.  I have 4058 contacts.  How many tasks will be used for these two zaps to work properly? I have 1 trigger and 1 action in each zap. What is considered a task in a zap? 

1
Danvers
1 year ago
D
Dan ToddBeginner
asked in Troubleshooting

Failed to create a create/update contact in Keap Max Classic, Fault (code 0) occurred

I run dozens of zaps from clients FB Lead Forms to a CRM - usually Infusionsoft, without any problem. But for some reason my latest is coming up with this error; I can’t find anything on this error and not having luck with support. Has anybody experienced this before or knows what is the cause & solution?  The zap has been set up the same as the dozens of other ones that worked flawlessly from day one. Thanks in advance 

3
D
1 year ago
C
Cleveland CNew
posted in How Do I

Recommendation - Linking Trello with a Stock Management Inventory Software

Hi Our business is using Trello for project management and we are wanting to link this to our stock inventory, so we have a visible live stock inventory, so we can marry potential stock requirements with our project pipeline. As all stock components are listed within the project detail on Trello. Essentially we need visibility of actual live stock inventory and theoretical inventory requirements, if all projects come to fruition. We also want manage stock in the stock room with a tablet.  What is the best stock / inventory software that Zapier can link Trello too? Hope that makes sense and apologies for my rudimentary explanation 

2
A
1 year ago
B
bethcBeginner
asked in How Do I

Gmail setup signature is an attachment

I am automating gmails from a Google sheet but when I set up the Zap, the email sent has my ‘signature/sign-off’ in an attachment. I tried both plain & HTML settings in the Zap workflow but my normal email signature doesn’t appear correctly, except in an attachment. thankyou

46
christina.d
1 year ago
D
dfsBeginner
asked in How Do I

Facebook leads form_name is not present

Just wondering why the Facebook leads forrm_name field is not presented in the Facebook Lead Ads trigger? When I download leads by hand from Facebook it shows the form_name correctly so it does exists.https://www.facebook.com/business/help/974763215942961?id=735435806665862

3
christina.d
1 year ago
H
HeartRiseBeginner
asked in Troubleshooting

Flodesk sign in difficulties: "Missing 'redirect_uri' parameter"

Hi, I’ve been trying to sign into flodesk on Zapier. I know my login credentials are correct but have been receiving the ‘redirect uri’ error. Any ideas? I saw another post about this but the resolution wasn’t commented on - simply that the user was reached out to by Zapier. Thank you, 

5
christina.d
1 year ago
M
mattwBeginner
asked in How Do I

Google Sheets - Getting more than 20 rows

I am trying to setup a scheduled zap that scans a google sheet for rows that contain the current date.  It would then return the customer data in that row.  Was considering using the “Get Many Spreadsheet Rows (Advanced, With Line Item Support)” action.  My issue is that it is very likely my results would return more than 20 rows.  In some cases up to 200+ rows.  Is there a way around this to return more rows?  Are there any other actions I can consider? I am debating of taking the leap to do this with mysql but we aren’t there yet.Thoughts?

4
christina.d
1 year ago
C
ClareSulNew
asked in How Do I

Unable to connect Zoho Mail to create a Zap

Hi,I am trying to link my zoho mail account to allow me to create a Zap to hubspot.  When I try and add my zoho mail account I get the following error.  I have a Zoho mail account and use this email to log into Zapier.  Can anyone explain where I am going wrong!  I don’t have a paid account at the moment as I’m still trying to work out how Zapier can help us before commiting. Thanks

4
christina.d
1 year ago
B
bedoyaBeginner
asked in Troubleshooting

Help Creating Zap - Copy Google Sheet Account Name -> Extract Data from Salesforce -> Paste in GSheet

Hi there,I’m new to Zapier and looking to automate a very tedious process (I work in tech sales)--Current process:Have a list of account names on Google Sheets Copy the account name (per row) Paste into the Salesforce search bar Click the account name that matches Get some data from the account Ex. The Account manager name Account manager email Paste this information back into the Google Sheet row to the corresponding columns Repeat for each row (account)--Current zap: --Current error:The ‘Salesforce set up action’ is not working properly. I’m assuming I’m not inputting the correct fields for:Salesforce Object → Account Field to search by → Account Name Search Value → Account Name (from the google sheet)The error I get is either “error 400” or “no search results found” Any help/insight would be greatly appreciated!

5
christina.d
1 year ago
B
barrykNew
asked in Troubleshooting

Error: Failed to find an order in WooCommerce "Forbidden" response received. HTTP status: "403"

Hi I am trying to create a zap to update the order status in Woocommerce. I am having trouble trying to get things to work.  I am not sure if I have to ‘find’ the order first and then update or if I can just ‘update’ it.To start things off to get comfortable with things I am playing around with trying to create an action to find an order but it is not working.  When I create the action I get the following screen below and I am not sure what to put in. Lets say I wan’t to find order 8700, what do I enter in the “Search item data” box?  I tried  id:8700 but I get an error  “Failed to find an order in WooCommerce"Forbidden" response received. HTTP status: "403" on https:….”In the end my trigger may be as simple as sending an email to Zapier with the order id number 

3
jesse
1 year ago
F
FedeNew
asked in Troubleshooting

Failed to create a purchase event in Facebook Conversions (#270)

Hi everyone, I started to have a problem with my facebook conversion api zap and I don’t know why. Failed to create a purchase event in Facebook Conversions(#270) This Ads API request is not allowed for apps with development access level (Development access is by default for all apps, please request for upgrade). Make sure that the access token belongs to a user that is both admin of the app and admin This zap has run a lot of data the last days without any problem. I haven’t changed nothing, it’s too weird.Tell me please if you know how to help me.Sorry for my English and thank you so much for read me.

7
jesse
1 year ago
T
theDavidSlightBeginner
asked in Troubleshooting

Microsoft Outlook error: trigger partner failure: Unable to retrieve the list of calendar events: The specified object was not found in the store.

Yes same QUESTION TITLE as others have asked … such as Outlook calendar to Google calendar | Zapier Communitynever saw any steps to troubleshootUsed New Event and waited over 15 minutes …Testing works fine but the Zap once published never runs.  Screenshots attached TRIGGER ACTION 

6
jesse
1 year ago
G
gstarBeginner
asked in How Do I

Search Formula to check 3 variables from Airtable

Hi, I'm trying to use a search formula to check 3 true or false variables under the same column in airtable. what would that formula look like?

9
nicksimard
1 year ago
C
CommodoreChrisBeginner
asked in How Do I

Retrieving Matter Type Name from ActionStep

Does anyone know how to do this, or if it’s possible within a zap? I’d be very grateful for any suggestions.My zap trigger is New Matter Participant (in ActionStep), which returns:Id:                                                       99--58--6047Participant Number:                            1Linked Action ID:                              99           = Matter Name IDLinked Participant Type ID:                 58Linked Participant ID:                      6047       = Contact ID   I then added a Find Matter step, fed in the Linked Action ID from step 1 and got the Matter Name, which was one of the fields I wanted. Find Matter also returns a value for “Linked Action Type ID” which is the ID for Matter Type Name… But is there a Zap I can feed this ID into to return the Matter Type Name? Many thanks.  

3
jesse
1 year ago
J
jordanspringNew
asked in How Do I

How can I send scheduled personalized messages to my overdue clients?

So we use Xero and have overdue invoices, I’m following up with people every Monday, and I’d like to automate this a little. Right now we have an automated message that’s default from Xero, but it’s not consistent or smart enough. People can also tell its automated. What is possible with pushing data to Google Sheets, Monday.com or even Gmail? I just need a way to send a more personalised message every Monday to clients that are overdue.

4
jesse
1 year ago
R
Rebekah ABeginner
asked in Troubleshooting

The Quickbooks "Customer" field is being left blank even though I filled out the first/last name

I just set up auto imports from givebutter to Quickbooks online.  Everything is working except the customer field.  On the setup under “Customer” I chose first and last name.  But in Quickbooks it’s leaving the name blank.  Everything else is filled in correctly.Any ideas?

12
jesse
1 year ago
D
D2flyNew
asked in How Do I

Google Forms - Sending Gmail with Attachments

I have a google form that collects architecture review request information. I want the completed form e-mailed to a specific set of recipients for review. I connected my form to an action, but why can’t it interpret and send the completed form data just as it appears in the completed form (same sequence, etc.) without having to select each field? (Which by the way do not appear in the same chronological order as in the Google Form).When I did individually select and embed the form fields it shows the field name, but when the e-mail is sent the form field names are absent.I also have the ability in my Google form to attach documents (PDF, Images, etc.). I am not seeing how to collect and send those via Zapier. 

5
jesse
1 year ago
M
MarkoPNew
asked in Troubleshooting

Failed to create a lead in Close (Status Code 400 Bad Request)

I have set up a Zap that connects a Facebook form to create a new lead in Close.io and assign the status to a Smart View.All of the mapping is done correctly but when I test the action I get the following error:“Failed to create a lead in CloseThe request to /lead/ failed because of the following errors: {"field-errors":{"contacts":{"errors":{"0":{"field-errors":{"phones":{"errors":{"0":{"field-errors":{"phone":"Invalid phone number."},"errors":[]}}},"urls":{"errors":{"0":{"field-errors":{"url":"Invalid URL."},"errors":[]}}}},"errors":[]}}},"url":"Invalid URL."},"errors":[]}”This is super frustrating as I can’t figure out what I’m doing wrong - any ideas? Thank you in advance,Marko

3
jesse
1 year ago
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