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Leo1603Beginner

asked in How Do I

Trying to change status of Monday.com lead if they are registered to our Eventbrite event

Hi all,Really hope that this one can be solved 🤞We have a form setup on our website which collects relevant lead information, when the lead submits their information, they are then sent to our Eventbrite page to register for their tickets to come to one of our events. The initial form fill is sent to Monday.com, however once they have gone to Eventbrite and got their ticket, I would like to have a status column in Monday named ‘registered for event?’ changed to ‘Yes’, so we know that the user has registered and got their tickets. Currently I am struggling on the final step, I have a 3 step process in place which looks like this: However, the last step only works if the Item ID is an exact match to a specific item. This is essentially contradicting what I would like to do, as I would like the second step to match the field (using the email) and then this third step to then find the correct item to update, and then updating the status value to ‘Yes’ Has anyone come across a similar se

10

9 months ago

A

Abdullah ChNew

asked in Code & Webhooks

How can I automate a flow that will connect multiple different clients to their respecticer multiple zapier account.

I want to create a flow that will connect clients of my web app to their respective Zapier Accounts.After these connections, I want to create Zaps in those respective zapier accounts for my xero workflow.How can I connect my web app’s clients to their Zapier Accounts (if they don’t have any zapier account then prompt them to create one) and then create Zaps in those accounts

1

1 year ago

H

HeatherDNew

asked in Troubleshooting

Quickbooks Online Duplicate name exists

Reservations from Guesty create invoices in Quickbooks and I am getting an error for a reservation that a duplicate name exists in Quickbooks and is not attaching the invoice to the existing customer. When testing I was able to make multiple reservations in Guesty using the same username and it just added the new invoice the way it should. I have search by name and if no customer exists, to create a new one. I’ve read through previous articles and questions but am at a loss as to what to do here.

1

9 months ago

tanyapeilaNew

asked in Troubleshooting

Slack Workflow Builder Fix

“If you have a current Slack Workflow already started that includes Zap steps, we recommend you delete and recreate these steps. “ Which part of this needs to be deleted and recreated? I am super unhappy with the solution. We have over 150 of these that have to be fixed.

3

8 months ago

I

iwdiwdBeginner

asked in Troubleshooting

Error: Failed to create an updated contact in Google Contacts

I’m using webhook to retrieve client id from homebot. The last step is to update google contact and store the client id in the notes field. I’ve double and triple checked everything and can not for the life of me figure out what is causing the error. Any help would be most appreciated! Thank you. screenshot of error message

4

1 year ago

FrancoFNew

asked in How Do I

How do I create a new customer in Quickbooks Online when a new form submission is received in Jotform?

I am new to Zap and am trying to setup a new Zap between Jotform and Quickbooks Online. The below screenshot is where I’m at in the process and I need help.

12

8 months ago

rbeyssacNew

asked in How Do I

Send a digitally signed or encrypted email

Hello, is there a way in Zapier to send digitally signed or encrypted emails ? Thanks for your help

EXCBeginner

How do I send an Asana task to another project with specific subject

Hello , At our company we use Asana , we have a form that people use and we receive the ticket , we are trying to implement when getting the ticket with a specific subject to be sent to another project in Asana . Have tried 4. Add Task to Section of Project in Asana but for some reason it takes all the tickets that are opened and not with the specific subject

Nikita RBeginner

Data structure mismatch

Hello!I have a trouble with pretty easy zap: Intercom trigger - Hubspot ticket.I have found that trigger for Intercom event “Tag added to conversation” load a tag, but data structure of that tag is different from data that I receiving in live mode(“Data out” from Intercom) and that’s a reason why I cannot assign a values that I need to create ticket in Hubspot(because structures mismatched, fields that I assign to Hubspot ticket are dont exists and I cannot assign real fields because Zapier doesn’t allow me to do it). How can I change Intercom data structure to match with real structure?Tag data structure:id: 1created_at: 2023-01-25T10:36:14.000Zupdated_at: 2023-01-25T11:47:21.000Zwaiting_since: 2023-01-25T10:36:15.000Zsnoozed_until: nullopen: truestate: openread: truetags: type: tag.list tags: 1: type: tag id: 1 name: EXAMPLE TAG NAME applied_at: 1 applied_by: type: admin id: 1assignee:

3

10 months ago

W

Wbricker3Beginner

asked in Troubleshooting

Missing Records when I try to Snapshot an Airtable view to Google sheets using Transfers

I am having trouble with Transfers. I am trying to get a transfer to take a snapshot of a view in airtable once a week and add the data to a google sheet. There are approx 400 rows. However, every time I try to run it (whether it be "create spreadsheet row" or "Create multiple spreadsheet rows”) it only adds one or two of the rows. What gives?

7

W

8 months ago

EnovanaNew

asked in Troubleshooting

Failed to create a tag in Mailchimp: Bad Request - Sorry, that tag already exists

This relates to automated customer journeys in Mailchimp, using Zapier & Jobber.I’ve created a trigger in Zapier when a new quote is approved in Jobber. This seems to be working OK. However, I’m having trouble with the action. The action is supposed to create a new tag. That new tag is then supposed to be an If/Else condition in Mailchimp. But, I keep getting an error message: Bad Request - Sorry, that tag already exists. The If/Else condition in Mailchimp needs the have the same tag as the one being created by the Zapier trigger. If I make the trigger create an entirely different tag, then the If/Else condition will never be met. I don’t know a good workaround.I’m just wanting an automated way to send something (via Mailchimp) to a lead once they convert to a customer. I’m open to any Zapier triggers although I thought an automated tag would be the easiet.

4

8 months ago

AbstractNew

asked in How Do I

Using HubSpot Active List in Zapier

Hi,Zapier currently does not support HubSpot Active List in the New Contact in List app and event trigger. Is there a workaround for this? I have an Active List looking for new contact records based on HubSpot's Type and Date criteria. In the current Zap environment, I will have to rebuild the HubSpot Static list if I want it to move new records that fit the Date filter after certain date criteria. That defeats the purpose of automation. Any help or guidance would be greatly appreciated it.

1

8 months ago

C

Cora92Beginner

asked in Troubleshooting

Document Moved In Google Drive -> Create Task In Notion

I’m having trouble getting this zap to work. Basically, I have three folders;Being Written Ready to Review PublishedInside each of the folders is another set of folders assigned to a writer;Being Written Bob Charlie Sara Ready to Review Bob Charlie Sara Published Bob Charlie Sara I’m currently creating word documents in a writers Being Written folder (i.e. 0. Being Written / 1. Bob) once Bob has written the post he’s supposed to move it to his Ready to Review folder (i.e. 1. Ready to Review / 1. Bob). To alert me that this move has been made I’m trying to get Zapier to create a task in Notion. When I test the Zap it works fine. However, in reality it does not. I’ve tried setting it so once the file arrives in the dedicated 1. Ready to Review I’m alerted and also once the file is ‘deleted’ from 0. Being Written I’m alerted but in both cases the reality never triggers the Notion task.Any ideas?Thanks in advance!

7

11 months ago

J

JP CollectiblesBeginner

asked in How Do I

How to automatically insert single sold item data from eBay to spreadsheet when buyers purchase multiple items at the same time.

When customer purchase items on eBay, the Zapier can automatically insert order data on the Spreadsheet. Hoewever, when buyers purchase multiple items, all items data are inserted to only 1 sell on the speadsheet. I would like to separately insert data.

EarlNew

How do I update a row in Smartsheet when a record is updated in Airtable?

Trying to create an Insert/Update action in an Airtable -> Smartsheet ZAP.Row ID is required, but unsure of what it’s looking for. Is this the column name in either the target or source, or the record id in the source table. What value do I put in here?

3

8 months ago

W

wimac4New

asked in Troubleshooting

Asana to Google Sheets issues

Hi everyone. I’m trying to track Asana tasks and their status in a Google Sheets document. I have set up two Zaps: The first Zap will create a new row in Google Sheets once a task in Asana has been created, the second Zap will update the row in Google Sheets (via Lookup spreadsheet rows) when there are changes to the Asana task. Setting up the Zaps has been successful and the first Zap (creating the new row in Google Sheets for a new Asana task ) works just fine, but the second Zap (data transfer from Asana to Google Sheets) has been very unreliable - most of the fields of the Asana tasks (including native Asana fields such as Due Date as well as custom fields with text, numbers or dates) will not be transferred and the respective cell in Google Sheets will be empty. This doesn’t apply to all fields as some are transferred successfully, so I’m assuming the Lookup Row functions is working. The Zaps are run successfully but I receive a ‘fields no value’ message for the fields that end up

1

11 months ago

WilltheTrillNew

asked in Troubleshooting

Trouble with Parsing emails with Email Parser by Zapier

Hi all, I’m trying to rip email addresses from my gmail account every time someone books a time slot on my calendly. I set up the parser by Zapier and put the trigger & action. It worked for the test zap and correctly put the email address of the test zap into the google sheet. But when I tried it on a personal email address, it didn’t go through and no information was transcribed. Will list some pictures below - any ideas on what I’m missing or doing wrong? Trigger: Action:

How to remove a letter in a specific position?

Hello guys!I Have a poblem here. I have a number that has 13 letters. The format is like that “5514925563223”.Whats I need to do is remove the 5 letters, in this case, the number 9, to look like “551425563223”.How can I do so?

5

7 months ago

A

Anonymous

asked in How Do I

How do I create a Zap to check if a user role is assigned to a specific user in Discord?

I am looking for a way to create a zap that will check if a user role is assigned to a specific user in DISCORD.

1

1 year ago

J

jamesb26New

asked in Code & Webhooks

Updating Column Values in Monday Not Linking?

Hi I am running into a specific issue with Zaping into Monday.com monday board Currently we have a Webhook of Data > going into a Google Sheet and we have actions on thisTrigger Webhooks (Works)Action > Look up spreadsheet row in google sheet (Works) This is where the Path Breaks off left and right to Update and New Lead Action > New Lead > Add to google Sheet ( That works )Action > New LEad > Add to Monday.com Monday Board (That Works) Action > Update Lead > Update Google Sheet (Works)Action > Update Lead > Update Monday Board with same ID FAILS But when I try and update a column in Monday from our Webhooks it tells me this below I am trying to update Data columns of data and find the Lead ID or the Monday ID (Pulse ID) Anytime our CRM makes an update we want it to go to a google sheet and Monday.com Any assistance would be greatly appreciated!! I feel like it has to do with pulling the map of the id it needs to find? Thanks,James

2

J

10 months ago

lmarinsBeginner

asked in Troubleshooting

Openphone voicemail data not coming through

I’ve set up a zap that triggers once a call from Openphone is completed but filters out if there is no voicemail. The problem I’m running into is that a lot of the time it doesn’t capture that there was a voicemail when there actually was and filters out the zap. Sometimes the voicemail is captured and everything works great. Would anyone know if this would be a zapier problem or an openphone problem? Thank you!

4

11 months ago

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