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28634 Topics
ArtsAdmin
ArtsAdminNew
asked in How Do I
How do I integrate a trialing Cognito Forms account with Mailchimp?

I am new to Zapier and want to create a Zap that allows me to connect Cognito Forms with Mailchimp. I can connect Mailchimp to the account but struggle to connect Cognito Forms. I get the message that I need a Pro account, which I believe I am trialing? Could you give me a hint what I may be missunderstanding, and what plan I need?  

1
Troy Tessalone
1 year ago
brimccarthy
brimccarthyNew
asked in Troubleshooting
Building a Zap for PayPal to Freshbooks

New to Zapier, folks. Sorry for the newbie question. I am having trouble navigating Zapier to learn how create a Zap that, when a payment is made to my PayPal account that triggers a new Other Income event in my Freshbooks account. The specific challenge is that I don’t know how to get Zapier to login to my PayPal account. Has anyone met this challenge and defeated it?

3
Charie
1 year ago
Neeraj Jain
Neeraj JainBeginner
asked in Troubleshooting
Hupspot: Zap is triggering only for select new contacts

I am running a Zap which should get triggered whenever a new contact is added in Hubspot. It is getting triggered for some contacts and not getting triggered for remaining contacts. There is not filter or condition applied in this Zap. 

5
Charie
1 year ago
shdk85
shdk85Beginner
asked in Troubleshooting
Trouble attaching a specific Google Sheets worksheet from OneDrive to an Outlook email.

Hi!I am trying to figure out how to export and email a specific worksheet once a week from a spreadsheet and am running into some issues. The original spreadsheet lives on OneDrive, but I wasn’t able to find anything related to finding worksheets with that integration, so I thought I might be able to solve that by uploading the OneDrive spreadsheet to Drive on a weekly basis, and go from there. So far so good.Next I was using the “find worksheet action” through the Google Sheets integration, which was also able to find the worksheet in question.But it doesn’t seem as if I am able to use this worksheet to attach it in my “Outlook/Send Email” action in the last step. I have access to the worksheet ID, but don’t see any values that would allow me to attach this to the email that is being sent.Any advice is greatly appreciated - thank you!  

4
Charie
1 year ago
Pascal Lammers
Pascal LammersBeginner
asked in Code & Webhooks
Split Function is working in Test but not in live mode

I was ready with my Zap and everything was working in the editor. When I try to use the Zap in live mode it gives me this error in the Zap Details page. Anyone had that problem already?

4
Pascal Lammers
1 year ago
Louvivien
LouvivienNew
asked in How Do I
Find a worksheet in an Excel spreadsheet from data

Hello, I have some data extracted from a PDF File. My spreadsheet has different worsksheets. I want to create a new row in a specific worksheet based in the extracted data. Is it possible ?Regards

3
Charie
1 year ago
Psavage
PsavageBeginner
asked in How Do I
Import Products from square to shopify

When I tried to import the products from square to shopify i am facing many issues, The product category names are simply imortes as there catgory id, Product images are listed as id and the variations are not handles accordingly. Can anyone please help me out.

6
christina.d
1 year ago
T
timmyoBeginner
asked in How Do I
Changing wording (year vs years) based on amount

Hi there! I’m using a Zap to automate sending work anniversary messages to a Slack channel, based on an employee’s start date in Airtable.Currently, the Zap is quite simple. The trigger is when a record in Airtable hits a specific “birthday” view. We’re using a few calculations in Airtable to determine tenure (e.g. 1 year or 3 years) and using this along with employee name to create a congratulatory message with the action being send a DM on Slack.I’m curious if it is possible to determine whether the amount is singular or multiple and change the message such as “Congrats on 1 year” or “Congrats on 3 years.”Thanks! 

3
christina.d
1 year ago
JohnK
JohnKNew
asked in Troubleshooting
Cannot set up zap connection to Excel file on OneDrive

First zap ever!Problem: Can’t see OneDrive folders and Excel file in the Zapier Trigger dialogBackground:I’m trying to use the Zapier Excel Trigger “Whenever a row is changed...” to launch a workflow in Process Street. Process Street side is set up and works fine in the test. The Excel spreadsheet is on OneDrive in the My files / Documents folder.  I  have set up my Microsoft 365 account in Zapier and it says the authentication works.When I try to set up the connection in the Zapier Trigger dialog, Zapier cannot see any of the OneDrive folder structure in the drop down.  From there, I obviously can’t select a workbook either.  Prior topics queried whether this was a native or shared folder.  The folder is native to my account.How do I get the folder list & select the Excel file?  

8
Brem
1 year ago
W
wlopez POLBeginner
asked in Troubleshooting
{{zap_meta_human_now}} is not using TimeZone from Profile Setting nor Zap Setting

Hopefully the title says it all.When using {{zap_meta_human_now}} in a text task, it defaults to GMT. I saw someone else had this issue, but since it was not resolved, I felt it was worthy of another thread.As the title explains, I’ve set my timezone on my account setting and on my zap setting with no change in results. I even took it steps further by trying multiple time zones across the spectrum on both settings and still get the same result. I would rather not have to use a date/time transformer in order to save on tasks.

5
Brem
1 year ago
Lucas Perassolli
Lucas PerassolliNew
asked in How Do I
How do I attach Google Forms uploads to corresponding Trello cards when a new form response is received?

I have a zap that Create card in Trello when new or updated form response in Google Forms, but when you upload any archive in forms (png,pdf) it doesnt match with the card in trello, still a idenfier.exe archive  

7
Brem
1 year ago
ab-fl
ab-flBeginner
asked in Troubleshooting
Jira Cloud: Description field contents aren't available intact

When setting up the Action for a “Update Issue in JIRA Software Cloud” step, a Description field is available to “Enter text or Insert data” , but when attempting to pull existing Description data from a previous step(Find Issue in Jira Software Cloud), there is no Description field in the "Insert Data” list.  Description on JIRA Issue:    The closest thing I found was "Fields Description Content Content Text”. It contains the text from the Description, but any formatting / links are stripped out, and each line becomes separated by comma.   If I am attempting to append to this Description field, I would lose formatting, line breaks, links, etc. on Description.  Description on JIRA Issue after testing the action:  Does anyone know the reason why this works this way? Is there a limitation of some kind in the way Zapier gets it’s data from Jira Software Cloud for this “App”? Is there anything that could be done so I could append to a field like Description, and retain all of the current c

3
christina.d
1 year ago
siddharth
siddharthBeginner
asked in How Do I
How to filter Slack channel messages from an app only?

Current UI only allows filtering message from User or Bot. Not an App. Selecting User selects both App and users. I only want App

7
Brem
1 year ago
ellymar23
ellymar23New
asked in How Do I
returning error to form if data isn't matched

I am collecting information using Jotform and need to validate information with a spreadsheet. I need to return an error to the form if there is no match. Is this possible with Zapier?

1
Brem
1 year ago
zmRI
zmRINew
asked in Troubleshooting
Airtable: "Record could not be created because the underlying table is externally synced"

I’m getting the above error. The destination table in Airtable is indeed externally synced—I have it embedded into a site. But that seems irrelevant? External syncing does not impact the data in the destination table. Is there a way around this error?

3
ken.a
1 year ago
Sharmila
SharmilaNew
asked in Troubleshooting
Failed to create an issue in Jira Software Cloud: Unable to create issue: {"assignee":"Specify a valid value for assignee"}

Hello,I am trying to create Jira issues, based on new items created in the database of Notion. Everytime a new item is added to the database it should create an issue task in Jira projectI want this automation rule work for everyone, i.e the database would consist of tasks assigned to each person using the property “Person”, and the assigned in Jira should be set as this person.i get the following error from the setup of automationFailed to create an issue in Jira Software CloudUnable to create issue: {"assignee":"Specify a valid value for assignee"}is there anymistake in the set up?Thanks

1
ken.a
1 year ago
JH85
JH85New
asked in Troubleshooting
QuickBook Online: Missing Vendor Fields

Hi there, I’m trying to automate adding new vendors in QBO from a Google Sheet. The problem I have is that there are many vendor fields in QBO missing from the Zapier integration. Here is what’s available in Zapier:Zapier QBO Vendor FieldsAs you can see, the fields are very basic - adding a vendor typically requires much more information. Here are some examples of vendor fields in QBO not available in Zapier:Additional QBO Vendor FieldsI really need to find a way to input information from Sheets into these additional QBO vendor fields, but it doesn’t seem to be possible. Does anyone know how I might accomplish this? 

1
Charie
1 year ago
DCapture
DCaptureNew
asked in Troubleshooting
Hubspot New Ticket Property Change Trigger error: "The maximum allowed batch size is {} [100]"

I am having an issue specifically when I try to trigger a zap using the “Change to Ticket Property” in Hubspot.When I try to use it it tells me that I have reached my secondly limit. Every other Zap that makes calls to Hubspot is working. This zap only runs a couple of times a week, so it definitely shouldn’t be exceeding the number of calls it can make to Hubspot.I have tried testing it by having it only retrieve one other property to make sure that none of my Hubspot properties is making it freak out. Still doesn’t work. I am thinking it is just a glitch from a recent zapier updated. This zap has been functioning perfectly for months. This is a new and sudden issue.

1
ken.a
1 year ago
lcotro1991
lcotro1991Beginner
asked in Troubleshooting
BUG: RSS not working Error while retrieving: not well-formed (invalid token): line 13, column 3330

Hi guys, Please help me. I’m trying to setup a RSS that updates me on new articles posted on different portal like Facebook Marketplace or eBay but with any link i put in, the error is always the same: Error while retrieving: not well-formed (invalid token): line 13, column 3330 Could you please help me? Regards

3
Charie
1 year ago
J
J-zapBeginner
asked in How Do I
How to convert float decimal field to integer

I’m using a catch webhook trigger and one of the fields is currently a float / decimal data type. I need to convert it to an integer, or text that has the “.00” stripped out of it, to pass it into google analytics 3 event value field.  It seems like the formatter should be able to do this but I cannot find an option in there? Is there any other way of doing this? 

2
Troy Tessalone
1 year ago
RenuJ
RenuJBeginner
asked in Troubleshooting
Issue with inviting users to Slack channel via Zappier

I am trying to do the following:1/ Create slack channel based with name issue key & summary (Done)2/ Invite "assigned designer", "creator" and "reporter" of the particular request to slack channel - screenshot 1 Issue: "Reporter" and "Creator" have email IDs however the "Assigned designer" just have display name (custom field 28530 - Martyna in screenshot) 3/ Invite the users in step 2/ to the created channel in step 1/ - screenshot 2Issue: On test run, it says - "channel does not exist" however it does probably I am already a part of that channel & I don’t have designers ID to test run this so cant figure out really - why it says so NOTE: Data has been extracted via Jira webhook by using “Webhooks by Zappier” & using  “Issue data (automation format)” instead of “Custom data” on Jira as “Custom data” was not working for me.

2
Troy Tessalone
1 year ago
H
hazel_haze3Beginner
asked in Troubleshooting
Kajabi error: Required field "First Name" (name) is missing, Required field "Last Name" (custom_8) is missing and Required field "Email" (email) is missing

I cannot figure out how to correct the issue with a zap I am having. It is supposed to submit a form to Kajabi when someone completes and submits a Jotform Note (my application). But instead, I am getting an error.  Any idea how I can fix this? Jotform aata encryption is off and HIPAA compliance is off.  

7
ken.a
1 year ago
OMER
OMERBeginner
asked in Troubleshooting
Failed to create an invoice in Quickbooks when reservation is made on hostaway showing error customer field is missing

Failed to create an invoice in Quickbooks when reservation is made on hostaway showing error customer field is missing. I just simply want to get name of the guest with total amount and breakdown of the total amount to be created as an invoice in Quickbooks whenever new reservation is created or updated on hostaway.

3
ken.a
1 year ago
Bart Brouwer
Bart BrouwerBeginner
asked in How Do I
How do I set up a Zap in Mollie to Moneybird to only forward paid orders to Moneybird and not unpaid orders?

Hi,I use the mollie => moneybird ZAP to forward orders to moneybird so that a contact is created if not present and the invoice is created.Now I only see that the action is also carried out for NOT paid orders. Can I set somewhere that payment must be made before the order goes to moneybird? Now it's no use to me.

18
chanelle
1 year ago
archeoanalytics
archeoanalyticsNew
asked in How Do I
Squarespace Blog Tags

Why doesn't zapier let you pull blog categories AND tags from squarespace?

3
ken.a
1 year ago
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