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20348 Topics

Coworker
CoworkerBeginner
asked in Troubleshooting

HubSpot to Slack: Slack is showing message for Closed Won deals regardless of stage.

My zap is to be showing a message in Slack when a deal is Closed Won (only). However, it seems to be showing said deals any time a new one is added, regardless of stage. Where did I go wrong?   

5
ken.a
3 months ago
j1358
j1358Beginner
asked in Troubleshooting

Create a matter with resposable attorney in Clio, automatically zap a predifined task, Assignee keeps being me.

Hi Im trying to automate the creation of a task list into a newly create Matter.It works, but is not assigning it automatically to the assignee (Responsible Attorney),I have connected my Clio account to Zapier, and no matter what I try is always me the Assignee…What can be the problem.

7
ken.a
4 months ago
exly_gauri
exly_gauriBeginner
asked in Troubleshooting

Error: null (Text) Exactly matches {{434343__variable_name}}

Hi have created a zap which uses instant type of trigger to fetch event data.In the zap history I am getting empty data and the error is  null (Text) Exactly matches {{434343__variable_name}}. The data from zapier events is not getting populated correctly. Let me know how can this be done.

5
Troy Tessalone
3 months ago
Bookkeeper at the Gathering
Bookkeeper at the GatheringNew
asked in How Do I

Donorbox error: Authentication failed, and the app returned, "Authentication failed. Check your credentials."

 

9
Troy Tessalone
1 month ago
cole1
cole1New
asked in Troubleshooting

Survey Monkey error: Error while retrieving: You have not authorized Zapier to "View answers along with responses".

Hello, I have been trying to access the data from survey monkey, to then have zapier input the data into excel, but I keep getting this error code: Error while retrieving: You have not authorized Zapier to "View answers along with responses". Please reconnect your SurveyMonkey account and authorize access to "View answers along with responses".I have clicked reconnect and then pressed authorize, but I keep getting the same error. I have been trying to figure this exact problem out for over 3 hours, and would like to speak with someone to help me. Thank you 

1
Troy Tessalone
1 month ago
A
Anonymous
asked in How Do I

my account says : the account doesn't exist

my account says: the account doesn’t exist.

6
A
2 months ago
sato_ac
sato_acBeginner
asked in How Do I

About maintenance frequency

I would like to know the maintenance frequency of Zapier.I would like to know how often outage maintenance will occur.

4
sato_ac
3 months ago
E
ETBrainBeginner
asked in Troubleshooting

Google Drive 'find folder' ignores the exact match and finds similarly named folders - any solution?

Hi I need my zap to find the project folder in the route of a drive..but even though the project folder is right there in the top level of the drive, the ‘find folder’ zap instead finds an obscure folder buried deep in the project folder with a roughly similar name.Presumably this is a bug. Does anyone have a fix, or failing that, a decent workaround? Thanks 

6
ken.a
2 months ago
midas
midasNew
asked in Code & Webhooks

how do my company link ?

I will link to our company's productsWhere is the specification sheet?

8
midas
1 month ago
maka
makaBeginner
posted in How Do I

Is it possible to open Calendly after a Google Forms submission for a seamless client experience?

I'm a graphic designer, and I'm running a marketing email campaign. I would like to include a link for my clients to book a Discovery call on Calendly. Before they can access Calendly, I want them to fill out a form on Google Forms so that I can gather more information about them and their business. Is it possible to use Zapier to automatically open another window with the Calendly calendar once they submit the form?I attempted to add a new section on Google Forms with the Calendly link, but it didn't work as expected. After the client books a time on Calendly, they have to go back to Google Forms and submit the form, which creates a suboptimal experience for them and the risk of not submitting the form. Thanks!

3
Rachael S
Community Manager
3 months ago
ElPorvenir
ElPorvenirNew
asked in How Do I

Can I transfer an Unsubscribe from Constant Contact to Salesforce?

Hello - Is there a way to transfer an Unsubscribe from ConstantContact to Salesforce? We want to ensure that our system of record, Salesforce has this data. 

5
ken.a
2 months ago
Product Ops Afficionado
Product Ops AfficionadoBeginner
asked in How Do I

How do I convert a Google Slide presentation to plain text through Zapier?

Hey All! I’ve been trying to convert a google slide presentation to plain text… but have been failing miserably. I’ve tried CloudConvert, CloudAPI and even using google drive… but nothing.Was anyone able to do it through Zapier? I just need to convert one specific slide for every presentation within a folder.

5
SamB
Community Manager
2 months ago
JoshJosh
JoshJoshBeginner
asked in Troubleshooting

Greenhouse to Zapier Workflow Issue: Slack Notifications for Internal Job Openings

I'm currently experiencing an issue with an automation workflow between Greenhouse and Zapier. The workflow is designed to create a Slack notification whenever there's a new internal job opening in Greenhouse. Despite my Greenhouse API key having all the necessary permissions (which I have double-checked), the "New Job" trigger in Greenhouse is not sending data to Zapier as expected. This is preventing the intended notifications from being posted on Slack.I'm interested in hearing from anyone who has faced similar issues with the integration of Greenhouse and Zapier, particularly with the "New Job" trigger. Any advice or suggestions for troubleshooting this problem would be greatly appreciated. Keeping our team promptly informed about new internal opportunities is a priority for our operations, and this automation plays a significant role in that process. Thank you in advance for your help and insights!

8
shalgrim
3 months ago
F
Financial AdminBeginner
asked in Code & Webhooks

SubZap - Return from SubZap after Loop

Good evening community, to give you a short background information for my actual problem / situation.We try to read information (beside some main data also line items) from airtable and send them to documint.In general the selection should be ok, but there is the limitation for around 10 line items from Airtable at once and therefore i can not get all at once.What is my approach: Created a Main Zap that gets started by a webhook from Airtable and then starts collecting the main data from there. then after a filter that ensures all is there what needed i call a SubZap (one of 5 needed) which should do the following:Trigger that starts it Action to read all the data based on a view i created in Airtable to split the items and so max the number i can get per run (now at least the 10 limit counts for one group or category of line items, not for all) Start a loop and write the received data in a Zapier Table that reflects all possible fields used in my Airtable data. In details what the loo

13
F
1 month ago
irinasdecor
irinasdecorBeginner
asked in Troubleshooting

Unable to pull data from GrooveFunnels Legacy Optin

I am working on an integration of GrooveFunnel Form to Gmail Command. The problem is Zapier is not connecting pulling any form data from my index form which is can be seen here, which includes fields - name, email and message.Not sure why but I already switch a couple of forms already and still having the same issue.

3
christina.d
3 months ago
Lookingforhelp7
Lookingforhelp7New
asked in Troubleshooting

Zapier is connecting the wrong Outlook account and it won't let me change it

I’m trying to connect my Outlook account to Zapier, but it’s automatically connecting to the wrong email. When it starts to connect I hit cancel instead so it will allow me to choose which email address, but it never fully lets me. I’m stuck in a loop where it will continue logging into the wrong one. 

2
christina.d
3 months ago
Kris U
Kris UBeginner
asked in How Do I

Automating User Tags in Circle when milestones compelte

Hi all, new to this space and zapier, so hoping some circle<>Zapier experts in here can lend me a hand I’m in the process of building out a community for a client and we’re using Circle as our platform. Unlike Insided where you can set a milestone threshold to automatically assign badges there is not such automation in circle to achieve this. However I was told that if I created the tags (Circle version of badges) I could use Zapier to automate this process. So if someone attends 5 events = badge/tag, or someone contributes 100 comments= badge/tag. Anyone with some know-how on this willing to help a brother out? K

8
Kris U
1 month ago
Wex
WexBeginner
asked in How Do I

How do I share Survey Monkey info to Active Campaign checkbox?

Hi folks Can’t work out how to share multiple checkbox info from Survey Monkey to Active Campaign.  On Zapier I can see this note:Value(s) must be an exact match to the available field options and in this format: ||option 1|| OR ||option 1||option 2|| Does this mean I enter the below into the text field:||Leisurely | Relaxing activities with a reasonable level of fitness.|| OR ||Moderate | Active walks and rides with a reasonable level of fitness.|| OR ||Challenging | Very active walks and rides with a high level of fitness.|| OR ||Leisurely | Relaxing activities with a reasonable level of fitness.||Moderate | Active walks and rides with a reasonable level of fitness.|| OR etc etc Thanks so much.

3
SamB
Community Manager
4 months ago
JoeBalacky
JoeBalackyBeginner
asked in How Do I

How to trigger Zap on specific Salesforce opportunity stage change to create JIRA Issue?

We have multiple stages within our opportunities on Salesforce. I would like to trigger a Zap when the opportunity is changed to a specific stage to create a new issue in JIRA.  All I can see is opportunitystage as an option, how can I specify which stage of the opportunity I would like it to trigger the zap? Thanks in advance 

3
ken.a
2 months ago
Fabricios magic Store
Fabricios magic StoreNew
asked in How Do I

How do I use Zapier to integrate Clover inventory and Prestashop to keep products updated between my 2 stores?

Hi, I’m Carlos  Can someone know if Zapier can integrate Clover inventory and Prestashop? I need to keep the products updated between my 2 stores, physical store and ecommerce.  Thanks

1
robschmidt
2 months ago
ScottAAA
ScottAAANew
asked in How Do I

Retaining Text Formatting when Appending Text to Word Document from OpenAI Prompts

I am sending prompts to openai and gathering information and then dropping it into a word document. The first ‘drop’ created the doc and the formatting is clean. The second ‘drop’ after ai i prompted to generate the content uses ‘append text to document’ and all of its formatting is stripped out. Any idea how to keep the formatting? It turns it into one large paragraph of text. 

2
christina.d
4 months ago
Davwoe
DavwoeNew
asked in How Do I

Can I automate opening a link, entering a password, downloading a PDF, and saving it to Google Drive?

What i want to do:I want to create an automation that:Opens Mail → Clicks on Link in Mail that opens a website → Enters password in the Website → Downloads PDF → Saves PDF in GDriveThe Link is a gateway Link.ProblemI cant find anything that says its possible to open a link and enter the password. I only found articles to interact with download links. How can i create this automation?

3
Rachael S
Community Manager
3 months ago
KloserWB
KloserWBBeginner
asked in Troubleshooting

Error: No trigger present in ZDL

I set up a zap through the new ChatGPT plugin, connected my email, but am having issues with a “No trigger present in ZDL error” when trying to scrape google alerts form my inbox. Email is connected, label is correct I believe, but am still getting this error.  Any ideas? 

7
KloserWB
3 months ago
melmat27
melmat27New
asked in Troubleshooting

Rapidmail double opt-in mail is un-personalized and not sending the welcome email

Hello,I created a zap for newsletter opt in between elopage and rapidmail - it is workong and if I do single opt in, all is workig well. - But if I choose the double opt in method(which i prefer), the delifered mail is unpersonalized - instead of my name the header is “Newsletter” and I am not recieving my welcome mail - just a very unpersonal welcom. Anyone an idea, what am I doing wrong? Many thanks,Melanie

1
SamB
Community Manager
4 months ago
easyautomations-HL
easyautomations-HLBeginner
asked in Troubleshooting

Unable to automatically send an email with PDF from Slack channel to the agent

 Context:I’m trying to create a zap that automates a repetitive task that happens for each deal and our team has a new channel for each deal, and we work in the real estate industry. When a one person posts a pdf (a contract in this case) my colleague wants to be able to have that trigger an email being sent (to the agent) including a copy of the pdf posted to the channel.Specific things I'm struggling with: 1) understanding how slack shows files posted to channels / downloads them to your computer,2) accessing them, and3) converting the file to a publicly accessible version to include in an email. (unsure if Google Drive would take care of this part once i can actually get a usable pdf link). I tried using PDF.co but it only generated blank PDFs when provided the slack external link to convert. Tests I’ve Run: I’ve used the “create external links” function in slack and tested with sample PDFs i’ve uploaded but they aren’t coming through in a useful format when opened (see this example

4
SamB
Community Manager
7 days ago
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