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25628 Topics

Brandimage
BrandimageNew
asked in How Do I

How to determine when a conversation should end in a chatbot and send the entire conversation to an email or cell phone number?

Hey guys!I'm working with chatbots and interfaces. Constantly my chatbot seems to go back to the welcome message, like it's restarting. I would like to know if it is possible to determine when a conversation should end, preventing the chatbot from going back to the beginning, and I would also like to know if it is possible to send the entire conversation to an email and/or cell phone number when it ends.May someone  help me with this?

1
Troy Tessalone
9 months ago
so-ota
so-otaBeginner
asked in How Do I

How can I get the RunID to access a specific Zap execution log?

Hi,What I’d like to know is related to the post below. In the post, a zapier staff member says, “We have an existing feature request to have the entire Zap Run URL provided for the New Zap Error trigger”.Does anyone, especially any zapier staff member, know whether or not this implementation is going on?And is it possible to notify me via email when that has been implemented? Thanks

3
ken.a
8 months ago
Diego-TST
Diego-TSTNew
asked in Troubleshooting

Error code: Error while retrieving: User doesn't have permission to access customer.

Good afternoon community. I am trying to link my Adwords ADS campaigns to forms to send the records to a Google Sheet. Everything is linked correctly excluding the Adwords account that gives me this error: Unable to pull lead form entriesPlease reload the page. If the issue persists, troubleshoot error or contact Support.Error code: Error while retrieving: User doesn't have permission to access customer. Please go back to the 'Set up' step of your Zap to confirm you've approved Zapier as a data partner.Can any of you help me?I can't find where the error could be, I have verified that everything is linked.  

3
ken.a
8 months ago
Shein022
Shein022New
asked in Troubleshooting

DocuSign error Having trouble loading 'Recipientrole' data. Could not retrieve detailed template data: TEMPLATE_ID_INVALID

This is what I keep running into with Docusign:Unable to load choicesWe're having trouble loading 'Recipientrole' data. Could not retrieve detailed template data: TEMPLATE_ID_INVALID: Invalid template ID I seemed to work with my personal email (trial account w Docusign). When I changed the email to my work inbox (paid/upgraded with docusign) it gives me this response? Help?

3
ken.a
11 months ago
williamhw3
williamhw3Beginner
asked in How Do I

How do I add multiple attendees to Wealthbox when a Calendly event is scheduled?

When something is scheduled on calendly it sends info (names and emails) for the hosts, my team.  Zapier then passes only the first attendee to wealthbox.  I’d like it to pass both attendee’s so they are both added to the event, rather than duplicate events.  Is that possible?

6
chanelle
11 months ago
noname96
noname96New
asked in How Do I

How can I Add Trigger Event in Pagerduty

Im setting up a zap where any new tickets generated in zendesk will trigger an alert in pagerduty. I was able to set up zendesk trigger end but when i go to pagerduty action part i’m stuck at Integration Key Field and so onwhen i choose the value it’s not giving me anything but in custom mode bunch of fragments of testing ticket content  coming up. same for incident key, source URL, source Name. could  someone please explain what those fields are meant for. Do i need to set up anything from pagerduty end? I’ve already created a service in pd and not sure what integration to add there. Any help would be appreciated Thanks

1
ken.a
11 months ago
E
Emily ParrishNew
asked in How Do I

How do I add line breaks into text from a note?

Hi all, I’m adding values from a Formsort form into a Note in Salesmate, and looking to add another step to break the text apart into separate lines. I’m hoping for the following to display in the note: Question - Answer Question - Answer Question - Answer Currently I’m getting the following:Question - Answer 2. Question - Answer 3. Question - Answer I’ve tried using the Text Formatter but am coming up short. Any ideas?

1
Troy Tessalone
6 months ago
J
jaschBeginner
asked in Troubleshooting

Can't update row in Google Sheets from Mysql

Hello all, after 3 days of trying to figure this out I’m at a loss.I’m trying as the title says to update a google sheet when any row in a particular table in mysql is updated. I have the zap set up without errors yet it does not fire or trigger when the mysql table has been updated (which is the trigger). I have read through just about everything on the help site. Important notes:MySQL version is 5 something (under v8 in the help section) I understand there is lag from the time mysql updates The table I’m using in mysql does not have a date column that specifies when a row was updatedI think my zap error may reside in the 3rd step, under the Row portion, I have selected what I think is a lookup variable in 2. Row:3 by choosing Or add search step (this portion of the zap explains “If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.” I hav

8
ken.a
7 months ago
Hispanic008
Hispanic008Beginner
asked in Troubleshooting

Twitter error: We hit an error adding your new account. Token request failed with code 401

When I try to connect the twitter account to zapier it gives me an error message.attached image:  

3
Troy Tessalone
8 months ago
J
jorgelhgaNew
posted in How Do I

How do I auto-post to specific Facebook groups based on keywords in my Facebook page posts?

I want to create a Zap that, when something is posted on my fan page 'Jorge Hurtado Real Estate Advisor,' it automatically posts in certain groups. Since I post houses from different states of my country, I want it to post in the group of X state when I post about X state, and in the group of Y state when I post about Y state. I'm not sure if I can program the Zap to identify certain words in the post and post it in the group I want depending on the word I put in the post? Thank you very much for your help, I'm a bit lost on how to do this. If there's someone who can advise me on how to use Zapier, and I would be willing to pay for a Zoom call for advice. Thank you.

1
ken.a
4 months ago
laluz33
laluz33Beginner
asked in Troubleshooting

No email data available - Square to Convertkit zap

I am trying to pull customer data from their Square purchase to add them to my CRM in Convertkit. However, in the Convertkit section of the zap, the information needed - First Name, Last Name, email - is not available from Square. The item that they purchase is set up in Square and has all of this information in it. Why is their name and email not available in the zap?    These are the only options that come up for me. If I search for “email” it gives me the “Note” field which has the name of the product and the customer. I tried testing this just in case, but it doesn’t add the customer to Convertkit.         

5
ken.a
9 months ago
momo1
momo1New
asked in Troubleshooting

Auth Error TikTok Conversions

Split from:  @chanelle The error still persists for me. I can neither add TikTok conversions nor TikTok leads. I have tried to add this connection via the Zap itself, the TikTok Ad Leads page and the Zapier Connections page (https://zapier.com/app/connections). All three of them were unsuccessful. It looks like there is an OAuth2.0 error either on Zapier’s or TikTok’s side - as one of them is out of sync and does not return the parameter needed for successful authentication (access_code). Please look into this and let us know when it works. Thanks!

2
SamB
Community Manager
3 months ago
Steven Gutierrez
Steven GutierrezNew
asked in How Do I

How do I integrate Google Sheets data with Salesforce picklists?

Hello Fellow Community!  I'm in need of assistance with taking data captured from a “New Row” in my google sheet and zapping that data over to one of my Salesforce objects.   My issue is this: The google sheet has data that needs to be inserted into fields that have “picklists” and I’m running into an issue where “Zapier” wants to “hard select” a result to always be inserted into the field and is not recognizing that there is a picklist of results to select from on the Salesforce side. I understand that there is a formatter tool that may help me with this. In short. New Row with data → Salesforce object “picklist” field = 😭 Need “New Row” data → Salesforce object “picklist” field = 😎 Does anyone use Zapier with SF that has experience with this?

6
Troy Tessalone
11 months ago
J
JoskiBeginner
asked in Troubleshooting

Google Sheets bank transaction Zap fails with "file is too large" error

Hello All, Novice here. I am looking for what a way to zap bank transactions (either in real time or using a CSV each month) into a Google Sheets spreadsheet file I use for accounting with built in formulas and whatnot. I can’t seem to figure out what I would think should be simple. For starters, I do not have any accounting specific software (like Quickbooks/Wave/Xero) and do not want to pay for them if I don’t have to. For my accounting, within my Google Sheet spreadsheet, I usually just manually enter the date, expense category, description of expense, and then amount. There are formulas on other sheet pages that give me totals for categories, months, etc. I’m a small business owner and there are not tons of expenses per month and this usually takes me 20-30 mins each month but if I can simply zap it then even better. I tried to go the route whereby I get a CSV from my bank (US Bank) and put it into a Google Drive folder which is the trigger. The next step would be to use the Utilit

1
SamB
Community Manager
7 months ago
C
Cyril THIVINNew
asked in How Do I

How do I create an order in Shopify with the information received by email?

Hello,We are selling food supplements on our shopify but also on different marketplaces.For these specific marketplaces, we receive the orders by email.Therefore it is very time consuming to refill manually all the information in shopify to be able to have it fulfilled by our logistics. My goal is therefore to create a ZAP, that can :read the email orders once they are received on my specific zap email address identify the correct information within the email and create automatically in shopify the new order For now I do not understand what do I need to enter in the category “Action” for helping ZAP to identify by itself the data to copy from the email, in order to create the order accordingly.

7
SamB
Community Manager
5 months ago
gaiantwilight
gaiantwilightBeginner
asked in Troubleshooting

Can Zapier embed my documents for ChatGPT?

Is it possible to link one of my Google Drive folders to ChatGPT so that it can use that as context/database when I converse with ChatGPT? I saw someone mention something along those lines, but maybe I misunderstood them.  I have a lot of written documents for a book I’m working on and would like to be able to converse with ChatGPT about the content and bounce ideas off it.     

5
V
8 months ago
P
Pinnacle ForumBeginner
asked in Code & Webhooks

Authorize.net API Call giving error: There are multiple root elements. Line 1, position 51.

I am trying to getCustomerProfileRequest from Authorize.net via a Zapier Webhook. I watched this video which was helpful to get me started. However, I encountered a handful of problems: Authorize.net Documentation on getCustomerProfileRequest: https://developer.authorize.net/api/reference/index.html#customer-profiles-get-customer-profileThe Authorize.net API uses the same endpoint for all requests via POST. https://api.authorize.net/xml/v1/request.api. When I select POST. I’m not seeing how I can then tell the webhook to getCustomerProfileRequest. I also get the error code. “There are multiple root elements. Line 1, position 51.” When I select GET, I am not getting an error code but I am getting a magnifying glass that says “No Data Found” The Authorize documentation shows that merchantAuthentication is required in the Header, but the examples on the Authorize.net documentation show that name and transactionKey make up that data. I’m not sure how to get this into the Headers, to avoi

0
P
7 months ago
Y
YechiamWeBeginner
asked in How Do I

How do I link a new OneNote note in Notion with a preview after creating it for a new Notion database item?

Hi, I’m trying to create a bit complicated integration of OneNote and Notion.I have a database of courses, where each course has a database of notes.Each note in a course is a page that represents a class in the course.Because of the lack of support of handwriting in Notion, I want to write most of my class notes in OneNote and link them to my Notion note.Basically the flow of my integration should be:New Notion db item (new note in a course’s notes db) → new OneNote note in a section → link the OneNote note in the previously created Notion db item, with a snapshot of the note (embedded preview or something). I managed to create the first two steps quite easily, but the last step is a bit complicated.The most I could get to is link the OneNote note’s OneDrive link. But the OneDrive preview I guess doesn’t work for a OneNote notebook, as it simply shows the link in an embedded form but not a preview: Any suggestions?

3
SamB
Community Manager
4 months ago
gmacker1
gmacker1New
asked in How Do I

How do I send individual lines from a Discord post into separate rows in Google Sheets?

I have a discord post that contains multiple lines of data in this format: **val0** - val1 - val2 - val3 - val4 - val5There could be up to 20 of these lines in each discord post.  Next, I used Zapier Text Formatter with a [newline] separator to get an output that breaks out each line as its own Item.  Now how do I get each Item into Google Sheets in individual rows? 

3
ken.a
10 months ago
Mish_S
Mish_SBeginner
asked in How Do I

How do I parse Google Sheets row by row to input new clients?

I receive google sheets of potential clients for my business and I would like to create a zap that inputs all of them in my program I use. I have already used a zap to parse emails into my program but these sheets span hundreds of entries and the google sheet actions only seem to work when a single new row has been added or updated.  I want to be able to pull all 3 of these potential clients.  I can include any other needed screenshots, of failed attempts or anything else needed.Would it work if I just manual changed a fourth cell? The sheets have multiple pages with the product that each client is interested in, I could mass copy paste to update the cells

6
Troy Tessalone
8 months ago
Jdstock0713
Jdstock0713New
asked in How Do I

Can I map Airtable multiple select field values to corresponding pdfFiller checkboxes?

So in my Airtable form there is a multiple select field. Example values are: Cat, Dog, BirdOn my pdf I am filling out in PDFFiller is 3 Different checkboxes for Cat, Dog, Bird In Zapier I am able to state ON or OFF for these checkbox values How would I be able to turn on the ones selected by the user?

2
Troy Tessalone
10 months ago
JenniferW
JenniferWNew
asked in Troubleshooting

New gmail as Basecamp to-do -- not receiving BC notification

I’ve set up a zap to add a new to-do whenever I receive a new email in my inbox. The zap assigns the to-do to me and I’ve selected “yes” for “notify assignees.” The to-do is added and assigned to me. However, I do not receive a BC notification of the new to-do. My Zapier account and BC account use the same email address. The email address that I’m forwarding from is different. I’ve tested it 3 times. It was working properly when I used my corporate Zapier account, but then our CEO owner of the corporate account also receives a notification for all of my new email. Suboptimal. :-) Very grateful for any suggestions.

10
SamB
Community Manager
9 months ago
S
ssielmannBeginner
asked in How Do I

How do I generate an ascending file number for each lead in a table using Zapier?

Hi Community, I’d like to do the following: A lead is received in an external tool (Heyflow) and sent to Zapier The data stored in a table An ascending file number is generated for each lead (e.g. “AZ_DL_[NUMBER]”. How can I do that? Cheers and Thanks a ton!

5
ken.a
7 months ago
T
TrevorMercerBeginner
asked in Troubleshooting

Instagram: Publish Photo - "Photo Field is missing"

I’m creating a custom GPTs.  I am a photographer.  I want to drag a photo into the GPTs, have it create a caption, then publish the photo and caption to Instagram and/or Facebook.  Everything is working fine, except when it tries to post to either platform, it comes back with “Photo field is missing”.  Since GPTs can’t seem to use the image I drag into it directly, I created a text document with all of the image file names from my portfolio, and gave that to the GPTs.  The first step I have the GPTs do is scan a Google Drive folder for the filename of the image I dragged into the chat, and find the file ID for it in Drive.  I then have the GPTs format the URL to be https://drive.google.com/uc?export=view&id=FILEID  (This is the format that the Zapier help bot recommended).  The GPTs is then instructed to make the post in Instagram using the caption it created, and use the URL to put in the “photo” field for Instagram.  But it always sends back an error saying the photo is missing. 

9
SamB
Community Manager
3 months ago
O
OptimafideBeginner
asked in How Do I

How to user's data from chatbot form SendPulse to Zap table?

I created 3 tables in Zap. Integrated Zap with SendPulse. In SendPulse I have a chatbot. I would like set up data sending from SentPulse chatbot to Zap table and back (to SendPulse -  chat bot). What Zap’s tools and setting should I use?

5
O
7 months ago
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