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21862 Topics

S
StressLessBeginner
asked in How Do I

Setting a specific time to email after an event has occurred

I set up a zap so when an event “ends” in my calendar and email is sent when it ends BUT I would like to be able to send out that email say one hour or 4 hours after the event ends…. I don’t see a way to do this. Any suggestions? Thanks in advance.

2
S
1 year ago
Schizzo
SchizzoBeginner
asked in How Do I

How to create a Google Docs invoice from a Google Docs Template, with Line Items or Looping?

Hi, Google Docs allows {{viarable}} to fill a template.So how can I create an invoice from a form service (like Cognitoforms)? Knowing that an invoice randomly requires one or more lines…How to use Line Items or Looping by Zapier to fill a {{viarable}} field with several values?   Thanks for your help! 

10
Schizzo
1 year ago
A
ArmenBeginner
asked in How Do I

Convert 9 digit numerical value to Md5 HASH

Hello fellow Zapiers.Need help in converting a 9 digit numeric value to MD5 HAsh to use in the follow-up steps. I have tried almost all formatting options but could not find any options for it. Any help will be much appreciated.

3
A
1 year ago
R
raynimatorNew
asked in How Do I

How to format value (100,000) as 2 different versions (100,00 and 100000)

With Webhook and Leadconector i am getting the price  as 100,000 I want to make 2 instances of the number,1-   100,0002-    100000 if i use formatter to replace text, it will make only 100000 I have set up 1- Catch webhook2- formatter3- Leadconnector (update opportunity)How do i make a duplicate field before using formatter to replace , and delete it The  reason i am doing this, i need to have 2 fields, one for customer to see nice formated text (in the emails etc)and also for system to format URL with  lets say .com?price=100000.   

1
Troy Tessalone
1 year ago
T
trin.vhBeginner
asked in How Do I

Update Trello Card from Google Sheet: index board instead of list?

I am having a whole lot of trouble with this Zap.What I am trying to do is to “when row in google sheets is updated > find trello card > Update Trello Card”.I thought this would be simple, but clearly, it is not.  I would like it to, every time I update a row in google sheets, find the appropriate Trello card in a workspace (or create one) and update it accordingly.  I would even be happy if it just indexed one board.The problem I’m running into is that it’s requiring a list name to index.  I need it to index the whole board, not just one list.Property Name Contact Name Contact Phone Contact Email Job Type Trello List State # Units bldg Type Quarter City Date Added Due Date Job Month Unweighted $ Probability Weighted $ Description Management Maint Name Maint Phone Maint Email AP Name AP Email AP Phone AP Software Alexan at 20th St Jerri Doe 123.456.7890 asdf@abc.com Int Dryer Vents 🎯 Re-Market CO 354 Highrise Apt

3
Troy Tessalone
1 year ago
D
Dennis - LPNew
asked in How Do I

Connect 123formbuilder to monday.com

Hi thereI would like to connect 123formbuilder to Monday.com. so the data of our clients will be available in monday.com. But when I do that i get an api error: invalid value, please check our API documentation for the correct data structure for this column. https://api.developer.monday.com/docs/change-column-values  Does anybody know how to solve this, below you can see my input and the error:  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. 

4
GetUWired
1 year ago
J
JayX8Beginner
asked in How Do I

Gravity Forms to Monday.com - Location Field

Hi Everyone! I’m loading leads from a Gravity Form into Monday.com and I’ve gotten all of the fields populating great with a single exception.We have a location field dropdown on our Gravity form to select a major city where one of our teams is located. (approx 10 options) For whatever reason, the field will not populate the location field on Monday.com on our board.The tests run successfully and everything else gets loaded in just fine.Any suggestions?

4
GetUWired
1 year ago
M
MMARNew
asked in How Do I

Import from CSV, export spreadsheet, email as attachment

I want to import data from a CSV and:Create a spreadsheet with data imported from the CSV Attach the spreadsheet to an email Email the attachment to a distribution email addressI have the utilities step set up to import from the CSV file but I’m not sure what triggers to set up next. Help?

2
M
1 year ago
H
HaybemorevintageNew
asked in How Do I

Sending Email Reminders for Gmail-Events I'm Invited To? (not ones I've sent)

Hey there, I currently have Zaps set up to send an email reminder to all participants in Google Events I create and manage. I would LOVE to have it set up to where events that I’m invited to also send out those reminders (i.e. A sales call that someone sends me a calendar invite to on their end). All of these events I’m invited to show up in my Google Calendar and have emails associated from the sender.Is this possible? 

1
Troy Tessalone
1 year ago
F
fluittsolutionsNew
asked in How Do I

What does the error "(lookup_value) missing error code" mean?

Hello,I’m a new Zap user and I’m having so much trouble.My zap is:Trigger: New event in Stripe Action: Find or create rows (Google Sheets) Action: Update Spreadsheet Row in Google Sheets.I continue to have successful tests on my Zap but, keep receiving emails from Zapier with this:Error Message: Google Sheets: Required field "Lookup Value" (lookup_value) is missing.  Here is what is in my Find or Create Row Action.Can someone explain to me why I keep getting Lookup Value missing messages? Thank you for your help.

1
Troy Tessalone
1 year ago
J
JRsocialNew
asked in How Do I

Dubsado - trigger Zap when certain project status changes

Hi,  I am trying to set a trigger of a specific Job Status from Dubsado, not just any status change, but can’t find the way. Can anybody shed some light?

3
Troy Tessalone
1 year ago
W
WAV-TechBeginner
asked in How Do I

Is there a method to save text to Google Drive with custom file extension?

Does anyone know of a solution or workaround for saving custom file extensions to Google Drive?I am using a Zap to generate an xml document that needs to be saved with a custom extension. Thus far I’ve been able to generate the xml text and even save that text to a Google Doc, but there is no renaming the extension from there. I need the end user to be able to click on & download the finished file with the correct extension so that it can then directly be import into their software.Any help would be greatly appreciated - thank you.

1
Troy Tessalone
1 year ago
M
matteo.prefumoNew
asked in How Do I

Do you know if there is a way to track the sales process on BANDCAMP using zapier?

There is a way to track the sales process with zapier from the moment a person click on a Facebook ADS to the checkout on BANDCAMP?I have noticed that they don’t have the section where you can install the facebook pixel like on shopify so it could be a bit difficult to work well with the facebook ads while selling music on bandcamp,Thank you

2
M
1 year ago
C
crelisBeginner
asked in How Do I

Multiple zap runs triggered by the same conditions

Hello everybodyFirst - Happy holidays!Second - kind of a general questionIf I use a set of conditions to trigger a zap - for example :Trigger - Project was updated (where every status or stage changes as well as field updates is considered a project update)Filter on a particular stage and status of the project. The question is after the first time when these conditions are met and the zap run successfully, assuming the filter conditions are static, will every subsequent update to the project trigger the zap again? I hope this is clear Thanks

6
C
1 year ago
F
flyownwings23New
asked in How Do I

Delete Google Calendar event when appointment deleted in Daylite

Anyone have an idea how to get Google calendar to delete an event triggered by a deleted appointment in daylite?

4
Troy Tessalone
1 year ago
A
Anonymous
asked in How Do I

QBO Estimates create a Jobber Job

Can Zapier link the creation of a Quickbooks Online Estimate to the creation of a Job in Jobber, including the transfer of 3 or more custom fields between QBO and Jobber?

1
Troy Tessalone
1 year ago
T
TheTintShopEmporiumBeginner
asked in How Do I

Populating multiple cells for records in a Zoho Sheet from Zoho CRM

So we use Zoho CRM and have a Zap to populate a Zoho Sheet based on entries… I’ve been able to setup NEW ENTRY and SEARCH/UPDATE ENTRY in Sheets for the most part… but we’ve got a lot of records that we’d like to see in the Worksheet that were created before the Zap was active… Is there a way to maybe just edit one of the target fields that would trigger the NEW/UPDATE ENTRY Zap that would say “Ok, you just updated an order… the BOOLEAN = FALSE for the key cell… so I need to populate the updated field and while I’m at it, make sure all the other columns are filled in too.”Basically, be able to go into the records that were created before the Zap was active and update one of the target fields to populate the entire row with the record information.I’m using a Filter and Paths for the NEW and UPDATE/SEARCH EXISTING entry… but I feel like there could be a way to accomplish what I’m trying to do. 

3
Troy Tessalone
1 year ago
V
Vanja K.New
asked in How Do I

How to stop sending data to Google Sheet cell

Hello, we have a Zap that’s sending updated WooCommerce order data to a Google Spreadsheet. It all works fine, except that we have three columns within the Google Sheet we don’t want to have populated. Unfortunately, Zappier is sending some data to those columns and appropriate cells, breaking a formula we have there. Is there a setting/solution that allows us to send only the data to which we have populated or mapped, or some setting that doesn’t update those columns?In a nutshell, we don’t want columns P, V, W populated, as those serve only for our local, Google Sheet calculations. Thus, we can’t have any data sent out to those cells or we need the formula attached to those sent over someway. Hope this clears it up.Thanks!

2
Troy Tessalone
1 year ago
K
kubraaslanNew
asked in How Do I

Facebook Lead not sending to my CRM

Hi,I want to transfer facebook leads to the crm I use. The last time I make the trigger and action connections, I encounter this error. Can you help me.   This post has been edited by a moderator to remove sensitive information. Please remember to obfuscate any personally identifiable information prior to posting as this is a public forum. 

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

Gmail schedule company anniversary email

I’m looking for an advise on how leverage Zapier for the following use case.We want to send on a specific date an congratulations email to an employee who celebrates his/her company anniversary. All details are known in advance and we’d like to automate it.Automatically sending email to a predefined recipient, at a defined future date. Source: Google Sheet with all names, date, email addresses Mail: Gmail Personalized email message : “Dear [Firstname]” Sender: me / personal account (no group mailbox)Idea: Run the automation once and let Gmail send out the email by schedule send.Many thanks.

3
Troy Tessalone
1 year ago
S
SmartNoraNew
asked in How Do I

Same monday.com item is always updated

Hi ,I am hoping someone can point me in the right direction getting my zaps to work properly.I have a zap set up to use the “Updated order in Shopify” trigger, and the “Change Multiple Columns Value in monday.com” as my action.It works, but the only problem is no matter what Shopify Order is updated in Shopify, the updates come through and overwrite the same “Item ID” in Monday.com. I am not able to figure out how to get the updates the trigger picks up, to update their matching shopify order. In the “set up action” window I have to chose the Monday.com Board, which is easy, but then it wants the Item ID, and no matter which Item ID I choose, all future updates go to that ID. I’m sure I am missing something.Is there anyone who has had success with this?Thanks.

2
Troy Tessalone
1 year ago
K
Kevin HanBeginner
asked in How Do I

Trouble linking Cancelled Stripe subscription into Active Campaign

I’m trying to connect Stripe and ActiveCampaign. More specifically, when someone cancels their subscription in Stripe I’d like to add them to an automation in Active CampaignWhen setting up the zap I can’t seem to get the email address to pull in from Stripe when checking for cancelled subscriptions. 

2
K
1 year ago
K
KnightNew
asked in How Do I

Is it possible to use Zapier to modify Square inventory?

Is it possible to use Zapier to modify square inventory? Here's my use case:I'm selling tickets to an event.  Tickets are priced differently by age, but all need to draw from the same inventory.  I use Square to manage sales, and unfortunately Square doesn't currently support having multiple variants draw from a single inventory, so I'm hoping I can create zaps that do this manually (basically ticking down inventory from both when either is purchased).  Can Zapier do this? Or, if not, does anyone have any other suggestions for a good solution that can do this without paying for a monthly subscription to do this?  In case it matters, the event's website is made with Squarespace.

3
Troy Tessalone
1 year ago
V
VinnieTronBeginner
asked in How Do I

How to format image in Microsoft Teams message?

Hi all,Has anyone had any success in adding images from a Zap to Microsoft Teams messages?I’ve tried several different formats using Markdown and HTML and can get the image to show, but cannot control the size and I’m also getting a large blank space below the image.If anyone has got this to work, could you share the code used?Thanks in advance. 

3
christina.d
1 year ago
C
claudiafabbNew
asked in How Do I

How can I add more contact fields in the set up action portion for Actionstep?

I am connecting two apps together - LawHustle and Actionstep - and using Zapier to automatically create a new matter in Actionstep after a trigger. When I am setting up the action, it pulls all of the data from all of the fields in the contact of LawHustle, but not every field matches to Actionstep when I am setting up the action. Is there a way to add more fields so that I can get all of the contact’s information into the Actionstep matter?For example, we ask for an emergency contact in LawHustle, but then using the zap, I have no where for this information to land into Actionstep automatically. It’s like collecting 30 lines of useful data from app A, and only being allowed to dump 20 lines into app B.

1
Troy Tessalone
1 year ago
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