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25605 Topics

R
RJacobsBeginner
asked in How Do I

Having trouble with adding a task to a contact in CapsuleCRM

Hi guys, First of all, thanks for your help. I am trying to create a zap that automates a Gravity Forms Sign-up, creates or appends an existing contact in CapsuleCRM and subsequently adds a task to that contact to send them an email in 2 weeks. Almost everything is set up, although I am having trouble in the last part. I want to add a task in CapsuleCRM using Zapier and attach this task to the contact that was just created. There is an option in the Zap (see screenshot below), although it does not attach it to the contact I specified. I used the Contact ID right here, but also tested firstname lastname or email address. None of it is working. Any ideas? Thanks!  Attached the zap:https://zapier.com/shared/c211f257032e9a807e3e0f9fd8e8b3820564caf9

7
Troy Tessalone
2 years ago
T
tesssmaniaNew
asked in How Do I

Ninja Forms > Check date > Send e-mail (ActiveCampaign or other)

Hi, When a ninja form coms in with a certain date, I want my availablity checked in Google Sheets or excell and if that date is true or false to send e-mail A of B with activecampaign depending on true or false. I have tried to set it up many times, but it never worked. Is there anybody who can help me of point me in the right direction? Is this possible at all? Regards,Tessa 

7
T
2 years ago
M
Morkus
posted in Code & Webhooks

Uploading POST data as new file to DropBox

I created a web hook (instant) and copied the Zapier webhook URL to the program that will POST data to it.When I test that URL in that other application, I get a “status:success” back from Zapier.So far so good.However, when I try to set up the Zap, Zapier does get the POSTed request, but it appears to be looking for a QueryString even though this is POST data so the “file” referenced is empty. I don’t see any parameters I sent in the POST data to select from and the “Insert Data: Catch Hook” is not select-able in the DropBox setup.The format of my POST data (evaluated to work correctly at runtime) is this:"--X POST " &"--header \"Content-Type: text/plain\"" &"--data upload_file=" & Base64Encode(file_to_upload)I can’t use Zapier’s RAW hook since that’s limited to 2 MB.Suggestions to make this work?Thanks.

6
M
2 years ago
C
CastorcontractingBeginner
asked in How Do I

How to dynamically map a zap to trigger after all rows in a column are marked

Hello everyone,I am trying to create the following:My workers fill up their timesheet using paperform > a custom PDF file is generated. Using zapier > The custom PDF gets sent to the supervisor of the worker (sent based on location chose by worker) The supervisor will receive an invitation to sign using signnow After the documents are all signed > I want zapier to gather all these PDFs and send them to the accountant in one emailI have managed to build most of it. I am stuck at the 5th step now.Every week its different number amount of workers. So i can’t just tell zapier to gather certain amount of signed documents. That has to be dynamic.So I connected it to google sheets and i filter it using Week ending and date. Now after the supervisor signs the document, zapier is updating the last column and adding Y under the signed.How do I tell zapier now when all week ending 2021.09.26 got Y next to them, you can proceed to next step?I was trying to get this lookupand then use this

3
Troy Tessalone
2 years ago
Y
YurianBeginner
asked in How Do I

Cannot connect Microsoft Dynamics 365 CRM , says cannot read property 'find' of undefined

I don’t understand why is not connecting, since I’ve always used it the same way. 

3
Danvers
2 years ago
S
SubscriberBeginner
asked in How Do I

Mailchimp add subscriber to tag not triggering

My trigger is Paypal successful transaction.  When I tested the Zap, no new subscriber was added to my Audience in Mailchimp.  

6
S
2 years ago
C
ChristinaCNew
asked in How Do I

Update adalo user record when new record in airtable has been created shows "Not found"

Hi Friends,I’m trying to create a paywall system within Adalo, and have set up a few zaps to help do this. Someone signs up for an account in Adalo, they go to the first page, click on a button to go to an external stripe checkout page.When a new payment is made, the stripe payment is recorded in Airtable. When a new stripe payment has been recorded, there is another zap that takes that information and updates the user information in Adalo. For this particular zap I have a “find” action which tells Zapier to “find the correct record” to update with new info. Step 1 and 2 of this zap are working well, but at step 3 Zapier shows ‘The app returned "Not Found".’ I’ve checked that my fields are mapped correctly and that all required fields are filled in properly. Can anyone help with this? Any pointers would be so appreciated. Thanks in advance!Best, Christina 

1
Danvers
2 years ago
bubba198
bubba198Tinkerer
asked in How Do I

Timezone discrepancy between Zap properties and run-time log?

Hi everyone,I’m confused about a time zone issue, my Zap is definitively setup as Pacific Time but when it runs - for some reason I get this message in my Zap history that says “This Zap run used the America/Chicago timezone - Edit Zap Details”  

2
bubba198
2 years ago
E
encropeNew
asked in How Do I

Facebook 403 forbidden when posting pic

This used to work. Zapier no longer posts a picture/text to Facebook. I get a 403 error when posting to a page.I renewed permissions on the Zapier business integration app on my FB account. Tried the zap again and it came up with the same error.I remove the Zapier business integration app and from the zap I re-connected and installed it with all permissions. It still produces this error.I’ve tried a whole bunch of other things to try and get it to work but nothing. Facebook refuses to offer sufficient permissions for me to post a photo to a page.Any help?

2
E
2 years ago
G
gr3ggNew
asked in How Do I

Update to Trello Custom Field to trigger Zap

HI !  I would like to trigger a zap when a Trello custom field is updated. Is it possible ? Can’t find this anywhere … ;(

1
Troy Tessalone
2 years ago
S
sboydBeginner
asked in How Do I

Looking to hire someone to build 4-5 Zaps with QBO/custom fields

Hello,What seems like a straight forward project is turning into something very complicated.  I am sure this will involve webhooks/API and we are a very small company.When a new customer/vender is created in QBO it also creates them in the CRM (Clarity) then returns the CRM account number into a QBO custom field When a quote is converted into a Sale in the CRM, Zapier does a look-up of that customer in QBO based on the CRM account number in a QBO custim field.  If that account does not exist then it creates the account When a new product is created the CRM quote is is also added to the Product/Services cataloug in QBO. When an invoice or Paid invoice is emailed from QBO the PDF is attached to the account in the CRM. I am sure I can think of another zap to two we want to do.I know this sounds straight forward but the custom fields in QBO and the lack of email triggers in Zapier for QBO makes this require webhooks or API work.Please contact me for more details and we can work out  -Scott

1
andyc
3 years ago
D
dane78Beginner
asked in Code & Webhooks

Zap not triggering for new webhooks sent

h teamI have created a ZAP which should run a triggert by a webhook. after subscription i got the hook urlas i run the following code (same from postman) i can see the hook in the monitor but nothing actually happned in the zap (emai/goolge sheet) am i missing something? await fetch("https://hooks.zapier.com/hooks/standard/5461766/f82abd556c744950bb4804b049a13eda",     { method: "POST",       body: '[{"id":20829875,"name":"M","firstname":"m","lastname":"w","company":"S","phone":"","title":"d","location":"usa","email":"xxx"}]',      headers: { "Content-Type": "application/json", Accept: "application/json", } });   

4
T
2 years ago
O
Operation Access
asked in How Do I

I'm building a website in Squarespace and want to both accept donations with Stripe and save donor information in Salesforce

I'm building a website in squarespace and want to both accept donations with stripe and save donor information in salesforce.Will Zapier enable me to do this?

3
william
2 years ago
B
BcrewNew
asked in How Do I

Create an appointment in dynamics 365 crm when a calendly record is created

I want to create a contact (figured this out) and an appointment in Dynamics 365 crm, everytime someone creates an appointment in Calendly.

1
robschmidt
2 years ago
O
ogenkiNew
asked in How Do I

Sending continued email reminder to remind someone to seed the approval

Hi everyone,I’ve connected Gamil with PodioI am trying to send the continued email reminder to my customer to approval the art work.But right now I can only set it as thisWhen “send approval” bottom got clicked, triggered and sent the gmail to the customer for the 1st time.But if customer didn’t reply, I want to send the 2nd, 3rd email to remind the customers and also mark “ this is the 2nd reminder or 3rd reminder in the email subject line and email body.Sample:  Automatic reply: SO# ZZZZZ _PO# ZZZZZ_Approval FOLLOW UP 1 I want to set to send the email everyday until the “send approval” bottom un-clicked.Is there anyway I can do this?Thanks in advance! Tom 

1
robschmidt
2 years ago
K
kuzikkmNew
asked in How Do I

Account authorization error: RafflePress

Keep getting this error while trying to authorize RafflePress through Zapier.  We hit an error adding your new accountauthentication failed: The app returned "Unauthenticated.".Make sure you click "Allow" or "Accept" on the permission popupDouble check your Account has the correct permissionsCheck out our help docs for more information

3
AndrewJDavison_Luhhu
2 years ago
P
Peter MartensenBeginner
asked in Code & Webhooks

What values from a webhook do I use to create a record in Salesforce?

Hi everyone,I am using Zapier to connect SharpSpring to Salesforce.  I used a “Catch Raw Hook” to catch data from SharpSpring.  I used the values from the “Catch Raw Hook” in an Action to create a Lead record in Salesforce.  I am getting errors that the field values are too long.  The values that the “catch Raw Hook” returned look like this:  76c7baa1911c0b1aa710f25ddbedfaaedda689b2aa69c6e682f32834e81aContent-Disposition: form-data; name="lastName"I deleted everything back to “lastName” before I didn’t get an error, but the data isn’t correct.  For the Email address, I get an error that “emailAddress” is incorrect, which makes me think the Zap is trying to create the email address as “emailAddress”.  Can someone tell me what values from the “Catch Raw Hook” to use?Thanks

3
Gavin Wiener
2 years ago
W
WLC
asked in How Do I

Are the APPs free to use? or need separate subscriptions?

HiI want to know the apps which zapier connect to are free to use? or they need separate packages.For e.g if I am using zapier to intergate slack, Do I need to pay separately for Slack subscription?

1
Troy Tessalone
3 years ago
Y
YidiBeginner
asked in How Do I

How to extract details from an email

How can i get each field to go to the right column in the CRM.The email I get is in the following format:  Name: Elu*** Weis***Email: Eluzer***@gmail.comPhone: 34752*****Message:Amex cancelled ***** ***** ***** *** ****** ***

1
Troy Tessalone
2 years ago
V
Vijay_ChenBeginner
asked in How Do I

How do I assign the name which is a string from Airtable to the people column on Monday

How do I assign the name which is a string from Airtable to the people column on Monday？ This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting. 

3
christina.d
1 year ago
A
arlene_lobaNew
asked in Troubleshooting

Airtable / Miro integration not working (no errors, just not posting a card)

OverviewWe have a zap set up, whereby every time an airtable record is modified, a card gets created within Miro. TestingIn the sample data, the Airtable is pulling in the correct sample information. Similarly, the miro input and output look correct. However, our Miro board remains blank with no entries.No error codes are generated and it looks like the whole process is successful, except for the lack of an actual output.TroubleshootingSo far, I’ve deleted and recreated the zaps and reconnected the zaps to our Miro account. I’ve also created new frames in Miro to use for placing the cards.Any ideas?

6
Troy Tessalone
2 years ago
D
Damien PageNew
asked in How Do I

Quickbase can’t find record id

I am trying to create a zap that triggers from an in coming gmail then update a quickbase record.Problem is that the string of text from the email doesnt seem to find a record id in quickbase.If I type the string in manually it works, but using the string from the email doesnt (see image)If I actually type 899VUO into the criteria value it works…..Any help appreciated..  

2
D
2 years ago
A
ayman.roshdyBeginner
asked in How Do I

Random Facebook Posts

I need to create a Zap where it takes random image URL from a Google sheet and post it to a Facebook Page, can you direct me to the correct way to do this, I can create a Zap to post a URL to a Facebook page, but the part that I don’t know how to do is how to have the Zap select a random URL from a list of URLs in a Google Sheet?Thanks

1
Troy Tessalone
2 years ago
J
JorisBeginner
asked in How Do I

Enrolled in a Course in LearnDash trigger - filter by specific course

My question is how to set up a link between Active Campaign and Learndash, were somebody who newly enrolls in a specific course gets a tag in Active Campaign (or becomes a new contact). I’ve read and tried to make the Zap over and over again but cannot get the connection to a specific course. So I've connected Learndash and Active Campaign to Zapier but I do not see an option to pick the possibility of someone enrolling in a specific course. This is probably a lack of understanding on my part, would be lovely if someone can help me out with this. Tanx

2
J
2 years ago
J
JlinkBeginner
asked in Troubleshooting

Cannot Connect to Kintone "Bad Request" error

Have spent nearly the last 4 days attempting to connect Zapier and Kintone which has proved difficult We hit an error adding your new accountauthentication failed: The app returned `{"message":"Bad Request"} What happened: Executing authentication.test with bundle {"message":"Bad Request"} Console logs: ` as error, which we cannot read.   

3
jesse
2 years ago
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