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25456 Topics

C
Cube84New
asked in Code & Webhooks

How do I wait for documents to upload in Fountain before sending them to Salesforce?

We have Zaps that pulls information from Fountain to Salesforce. Our Zaps are designed in such a way that it pulls the data from Fountain through Webhooks once Applicant is moved to a certain stage(Contracted Stage). Here once the applicant is signing the documents digitally the stage will be automatically moved to Contracted and the data will be pulled into Salesforce. But there is a delay in documents loading in Fountain so whatever data is there our ZAP is pulling into Salesforce and hence we are missing the documents. Please help us how to get the information from Fountain with a delay of 10 mins or is it possible to add any filter in webhooks so that all the documents will be pulled into Salesforce.

4
Troy Tessalone
1 year ago
C
Cole HeilbornNew
asked in How Do I

How do I automatically follow people by integrating Calendly into Instagram?

Hello! I host a podcast that I use Calendly to schedule and organize. In the Calendly Signup form I ask for people’s instagram accounts so we can tag them when we publish an episode. I’m curious if there is a way I can automatically follow people by linking calendly and instagram. Does any know how to do this? When I try it tells me that the instagram is disabled.  

5
C
1 year ago
J
Jenny ForwarkNew
asked in How Do I

Wordpess Post - Pinterest Pin

I cannot figure out how to Zap a Wordpress post to a Pinterest pin? I am assuming the issue is the image, but I have tried everything. Please advice about image or Pinterest Pin Settings!

7
christina.d
1 year ago
A
ACAINBeginner
asked in How Do I

How do I create a search condition to exactly match the Zengine record's project ID?

I am working on setting up what should be a simple zap, but I’m running into a really frustrating issue. What I need to do is send data from a Google Sheet and have that data populate a form in Zengine. The zap should look like this:  Trigger: New or updated record in Google Sheet Find Record in Zengine (using a data field from the Google Sheet) Update Record in ZengineWhere I’m running into issues is with step 2. I need to locate the record based upon a project ID, which is a number field. When I try to enter that, I only get 2 options for number fields:  The problem with this is that I need a search condition that will allow me to search for a number that matches exactly. Using < or > is never going to work for this. But I cannot for the life of me figure out how to force Zapier to search for the exact record or find a workaround. Thoughts?

2
christina.d
1 year ago
S
SlowlylerninNew
asked in How Do I

Transferring Client Data from Ezlynx to AgencyZoom

Hello,I am trying to transfer client data from Ezlynx to Agency Zoom.  I created the zap.   Question one.  One of the fields I would like to transfer the data from is the “street address”.  The problem is, there is no “street address” in the “Insert Data...” selection.  Is there a way to grab this data? Second question is the Birthday.  I enter the birthday as MM/DD/YYYY into one app.  The problem is that available option only comes across as MM DD.  I would like to transfer the info including the year and in the correct format.  Is there a remedy for this. Below is a screenshot and I thank you for your help and advise! 

2
MohSwellam
1 year ago
K
KlentyNew
asked in How Do I

How to create zaps between multiple Klenty accounts and one Pipedrive account

Can i send information from 3 klenty accounts to one Pipedrive account using zapier ?

3
MohSwellam
1 year ago
V
ViacheslavBBeginner
asked in Code & Webhooks

Pass RAW json-response in POST request

Hi,I have set up a “Custom Request” - Webhook GET request. The result is a JSON response. I want to pass the entire raw data response via POST request, but the response is parsed by Zapier. How can I get the entire unparsed json passed to further steps? Thanks

3
A
1 year ago
A
Asmita Patel Global SchoolNew
asked in How Do I

How to Get Gmail Attachment In Google Sheet

I am trying to create an automation in which I want that if I put an email in a label that email should be transferred in a google sheet & also if a mail is containing any attachment it should also be mentioned in one column which I named as an attachment. After creating the automation the mails are getting transferred but the attachment is not reflected. I what to know if am I missing any steps.Or this facility is not available on zapier?

1
MohSwellam
1 year ago
C
CatherineWNew
asked in How Do I

Forgot to Publish my Zap

I forgot to turn on or PUBLISH MY ZAP; will I still be able to access the data if I publish it? I was supposed to schedule my Zap (Active Campaign Email Integration) every Tuesday, but I forgot to publish it before the deadline. Please assist.

4
C
1 year ago
Z
Zapricorn BotBeginner
asked in How Do I

Can I add/remove tags from subscribers in Klaviyo?

It’s me again! I was just in here asking something else (please don’t hate me).I think I know the answer to this, but is there any way to add/remove tags from subscribers in Klaviyo? I don’t see it in the Update Subscriber action, so I assume its not possible :(Any way around this at all? 

3
nicksimard
1 year ago
Z
Zapricorn BotBeginner
asked in How Do I

Add reply to existing slack messages, if found

Hey Zapier community!I feel like this is possible and I’m just missing something.We have a Zap that sends leads to Slack. Each one of those messages contains an ID that is unique to the lead. What’s happening: a new Slack message is created each time something comes in for that lead.What I’d like: when a lead already exists in Slack, to create a reply to that original message, making it into a thread instead.I know it’s related to timestamps but I haven’t had the time to figure it out. Hoping someone here can shed some light.Thanks!

1
nicksimard
1 year ago
K
KenRamboBeginner
asked in How Do I

Zendesk Ticket update Trigger

Hello,I seem to be stuck. Is there a workaround for when a Zendesk ticket has been updated? I am trying to update a row in google sheets based on changes in a Zendesk ticket. From what I can see the updated fields aren’t available for entry when the trigger for New Action on Ticket is selected. Please help. Thank you,Ken

1
EJR
1 year ago
D
darkknightNew
asked in How Do I

When will Gainsight capabilities include other standard objects and triggers?

The Gainsight zap capabilities are very light…for one thing, there are no Gainsight triggers - you can only choose GS as a destination. Additionally, as a destination you can only target two Standard objects: Company and Person. Is there any information on how/when the Gainsight capabilities will be improved to include other standard objects (like Call to Action, Success Plan, etc) as well as using Gainsight as a trigger point?

2
christina.d
1 year ago
C
CreativeAutomationBeginner
asked in Code & Webhooks

Hubspot Private Key Change

As Hubspot transition from API Keys to Private Keys do we need to obtain a new key for our accounts in Zapier that link with Hubspot? Thanks

2
franimal
1 year ago
C
CLinCanadaBeginner
asked in How Do I

Updating columns in Monday.com via Zoho CRM

Hi, I’m looking for info on how to update columns in Monday.com when a field is updated in Zoho. I need the field update in Zoho to exactly match the field in Monday.com but I can’t seem to be able to get Zapier to do that. Can anyone help?

4
christina.d
1 year ago
M
Michael WilliamsBeginner
asked in Troubleshooting

Need solution to "The columnId xxxxxxxxxx is invalid" when using Zapier New Row Update for Smartsheet

Hi Community,I'm looking for a solution to a problem that's occurring when using Zapier to update cells in one smartsheet from cells in another smartsheet.  When using the Zapier New Row Update action on a Smartsheet, it's throwing an error:  "The app returned "The columnId xxxxxxxx is invalid".  This is occurring when trying to update one cell in each of two different rows in a destination smartsheet where we have just completed a Copy Row action from a source smartsheet using Zapier.  Additionally, Zapier also reports while stepping through the errored action that there are unused columns in the Zap and once removed, the update will complete and is repeatable on the same sheet.  However, it fails the next time an update is attempted on a new destination smartsheet.  If you've had this problem before and resolved it, I'd be interested in what you did to fix it.

4
christina.d
1 year ago
A
AlexRRBeginner
asked in How Do I

Salesforce -> Google Sheets : Specific Case objects to create new lines in Google Sheets

Hi, I’m trying to create a workflow where whenever a specific case is made, a sheet in Google Sheets is updated.While the basic workflow is simple enough, I can’t seem to figure out how to specify the case category.In SF, you can create sub-categories within cases. For this example, the category is maintenance in a specific market. So, “LA-Maintenance.” (I’m having issues uploading screenshots to this post, so I apologize)When I create the basic workflow, I can only specify “Cases” as a broad object. Can I refine it further so that only Cases that are made in “LA-Maintenance” are pushed to sheets?Best,

2
A
1 year ago
S
SKlepekNew
asked in How Do I

Can I create a new trigger event for Greenhouse?

Hi there - we would like to create a Zap that’s triggered once a candidate gets moved to “Hired” so that we can automate onboarding communications/emails to go out via Gmail. I only saw 4 triggering events, none of which were what we’d want to use.

6
S
1 year ago
A
Apke landBeginner
asked in How Do I

How Do I Remove a Cancelled Calendly event from google calendar?

Hello!I know there is a template on the zapier website to do this, but it unfortunately is not working.I would like for an event to be removed from my calendar when the client cancels it. Right now it seems my issue is finding the correct event to be removed. I have tried the meeting ID, the meeting UUID and the persons email. All help is appreciated! 

8
jesse
1 year ago
N
nwelsh05New
asked in How Do I

Quickbooks projects

Is it possible to have a new google sheets row trigger the creation of a project in Quickbooks? Not seeing project on the drop down. 😭

2
nicksimard
1 year ago
P
pbstckNew
asked in Troubleshooting

"Unknow error" while mapping Webflow form fields

Hi,I’m getting an issue while setting up a Webflow Forms to Gmail Zap. Basically trying to set up an automated email send out from Gmail using the data provided by the Webflow form as soon as it’s filled in.For some reason some forms are not being detected by Zapier despite each form being set up exactly the same way on Webflow (apart from different Form IDs for naming reasons). The only error message I’m getting is “Error while retrieving: The app returned "UnknownError: Unknown Error Occurred".”, with the proposed solution simply being “Check that your fields are correctly set up and mapped to each other.” I also checked the “Zapier common problems” support article, but the “Unknown Error” message is not adressed.I’ve already double checked that the forms not functioning with Zapier have at least one entry in the form answers, also checked on Webflow that the Form ID doesn’t contain any letters with accents (such as é, è, ê or à).Since the official support documentation isn’t of much

3
jesse
1 year ago
M
mojmilaneNew
asked in Troubleshooting

Nifty error when connecting to a Google Account: this is Google auth domain

Hello, I wanted to authorize Nifty PM but Zapier asked me for my credentials, even I have been logged in to Nifty with a Google Account. Linking was unsuccessful (error: this is Google auth domain). Is there a solution how to link Nifty pm with Zapier without email / password for Nifty? Thank you,

2
SamB
Community Manager
9 months ago
R
rlongNew
asked in Troubleshooting

No data for Google Sheets to Gmail Action

I am setting up a action to send a new email when a new or updated row is added to a spreadsheet. On the sheet I have a column for email addresses, name, date, etc.. In the action setup for sending the message in Gmail I select the email option for the “to” (recipient) from my sheet, but it displays as “email - no data”. Any suggestions are greatly appreciated! I have double check and the correct sheet/worksheet/trigger is linked to the action.

2
D
1 year ago
B
BensieNew
asked in How Do I

Ecwid to update Google Sheets when Payment Status changes to PAID

I find that Ecwid triggers only happen when a NEW orders are made. How do I setup a trigger when an existing order changes the Payment Status from AWAITING_PAYMENT to PAID.

2
christina.d
1 year ago
S
SPCBeginner
asked in How Do I

Create new board in Monday.com in selected workplace

Looking to have a new board created but be able to select which workspace it goes into. Is this possible? I need a low-code solution, and am really struggling here! Any help would be awesome! Thanks!

3
jesse
1 year ago
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