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20275 Topics

E
erussoBeginner
asked in How Do I

Trying to update an item (envelope) on Monday.com when completed in Docusign

Hello,I have a Monday.com board where we want to track sent/completed Docusign envelopes. On the board I have two groups - sent and completed. I created two zaps - one is triggered by a sent envelope and the other is triggered by a completed envelope. The idea would be that an item would get created once it’s sent and then when it’s completed, I’d be able to query for that exact item and update certain columns. The “Sent” zap works fine - I’m able to create an item whenever an envelope is sent. It looks like this: I’m having an issue when I’m trying to update the existing sent item on the board when it is completed. I’d want to locate that signed item and update columns “Signer’s Status,” “Link to Download” and “Signed At” from Docusign metadata.I tried using the monday.com action “Get Column Values in Monday.com” so that I can search for the existing item, but I don’t know the “Item ID.” I tried putting the Company Name from the Docusign metadata because that’s the field I’m using to

2
E
1 year ago
B
BaIntegrationsNew
asked in Code & Webhooks

Get the name of the trigger app for a subsequent action

Hi Zapier Community,In the zap I have built, the trigger app is Hubspot and the trigger event is “New Deal”. Now, I would like to get the name of the trigger app (here, Hubspot) for a subsequent action where I use this name. How do I get the trigger app service name?I have tried obtaining the bundle and using the name under the service attribute as given here:"trigger": { "service": { "name": "A Zapier App", "logos": { "16x16": "https://cdn.zapier.com/storage/photos/73a6433488cca7c5bd6ed9836fd6d9c8.png", "32x32": "https://cdn.zapier.com/storage/photos/73a6433488cca7c5bd6ed9836fd6d9c8.png", "64x64": "https://cdn.zapier.com/storage/photos/73a6433488cca7c5bd6ed9836fd6d9c8.png", "128x128": "https://cdn.zapier.com/storage/photos/73a6433488cca7c5bd6ed9836fd6d9c8.png" } } }Even if I turn on the Zap and create a new deal on Hubspot, the name of the trigger service is “A Zapier App” onl

1
Danvers
1 year ago
A
Adam MichalakNew
asked in How Do I

hubspot form submission triggers send a mail from google - paths depended on date format

Hi everyoneNeed to help to understand building the path for my zap. We have leads filling the form and we want to automate gmail sending messages depending what is in the form. We offer diffrent types of services depending on the date.What I made so far is:→ Form submision as trigger→ choose a service path → send a mail depending on date filled out in the form (date before and date after) How can I format the hubspot date to understand and set up diffrent points to it? Thank you

11
Troy Tessalone
1 year ago
S
SilvaESPNew
asked in How Do I

Integrate ClickBank with LifterLMS

Is there a way to Connect ClickBank affiliate network with LifterLMS learning management system the way Zapier does with  LearnDash?Thanks.Ed

2
S
1 year ago
C
chika.oBeginner
asked in How Do I

Zaps turning off by themselves

I have 6 simple zaps active and they randomely get turned off by themselves. I want to know why this is happening.We pay for the Team plan, and payment has not been delayed.Zap structure is quite simple.1. New or Updated Spreadsheet Row (Team Drive) in Google Sheets  -> I have 6 separate sheets2. Send Channel Message in Slack  -> one same channel 

1
Troy Tessalone
1 year ago
P
pdacNew
asked in Code & Webhooks

How to convert order line items data received from WooCommerce webhook into readable format?

Hello! I have order data coming from WooCommerce via a webhook.  Each order can have a variable number of Line Items.  The Data comes over like this… Item1,Item2,Item3Price1,Price2,Price3,Meta1,Meta2,Meta3Qty1,!ty2,Qty3 What I am trying to do is loop through these line items and put it in a human readable format to put in an Asana task so that my employees can then fulfill the order. So, Qty1 - Item1 (Meta1) [Price1]Qty2 - Item2 (Meta2) [Price2]Qty3 - Item2 (Meta3) [Price3] How would one go about separating these pieces of data and then rearranging them to be in the format like above?   

1
Troy Tessalone
2 years ago
C
CJT3126New
asked in How Do I

Flodesk Sign In Error

When creating Zap with Flodesk, Zapier is not finding my account. I keep getting this error message but when I log into Flodesk outside of Zapier, it works. Any suggestions?

1
Troy Tessalone
1 year ago
I
IvanStaykovBeginner
asked in Code & Webhooks

How to create a Code Step which would split multiple input strings?

Hello all, I am trying a Code Step which would split multiple input strings.But the issue I have is the following.In this case I have 3 sets of data. So each key string contains 3 values, delimited by “,”The code however returns correctly the 1 value, and does not return the other values. Any ideas what I am doing wrong?

1
I
1 year ago
C
credoBeginner
asked in How Do I

Best way to get Zapier to recheck the time an event is scheduled for?

Hi, I am running into an issue with my YouCanBookMe and SalesMessage (SMS) connection in Zapier and I am hoping someone can help.What currently happens:When a new meeting is scheduled, we do a Delay until the time it is scheduled for and then an SMS sends from SalesMessage.What we run into is that it doesn’t check before that SMS is sent to see if the time has changed.So, hopefully a simple question - how do I get Zapier to recheck the time, and if it’s changed then reschedule the SMS?

3
Wemakefuture
2 years ago
T
TroyBDBeginner
asked in How Do I

How do I add line items from Quickbooks into SmartSheet as multiple rows instead of a full string with commas?

I am looking to take QuickBook invoice and put each line on a new row in Smartsheet.  I have used the utility “Line Itemizer” and I got the data string to come in and separate.   Only thing I need help with is how to add this to SmartSheet in multiple rows. Right now it just adds the full string with commas from the utility. 

1
Troy Tessalone
1 year ago
E
EdwinBeginner
asked in How Do I

Sending random survey participants a voucher by email

Hey all, I would like to automatically sent a prize voucher every 1st day of the month, to a random participant who completed a survey the month before.Tools I’m using:Zapier (DUH) (subscription) Surveymonkey (subscription) Google slides Microsoft ExcelHere’s what I have and what I’m struggling with:I’ve connected Surveymonkey to MS Excel through zapier to collect the email addresses. And in a different Zap, I was able to automatically sent an email with a voucher (based on GSlides template) attached. But for me the difficult part is to randomly select a participant every first day of the month, based on the data of the month before.I was playing around with the scheduling trigger. But I wasn’t able to follow that one up with the right action to select a the latest participant of the previous month, let alone a random one. As you can see below. I had trigger done right. Then I used the formatter to create ‘the month before’. And there I got stuck. What is your advice to create a smooth

3
Troy Tessalone
2 years ago
M
Max.ZBeginner
asked in How Do I

Limit to number of Acuity triggers in a single day?

Hi all!I have a Zap which is two steps:Appointment is created in Acuity Create a case in ZendeskToday, one of our appointments was not converted to a case. I looked at the Zap and see that it was never triggered. There’s no error or anything from what I can see.In addition to this Zap, we have one which edits a Zendesk case when the appointment is rescheduled and another which closes the case when the appointment is cancelled. We had quite a few events in Acuity today - could it be that we ran into some kind of limitation in Acuity or Zendesk? Has anyone experienced this before?And I have already checked - we have over 1,000 tasks left for this month so it was not a limitation on our Zapier account from what I can see. Any thoughts on this are appreciated. Thanks! Update: The appointment was scheduled at 2:11 PST and the Zap was just triggered at 2:58 PST. So it went through but the delay has caused a problem with our agents’ scheduling. Hoping to figure out why it was delayed for so l

2
M
2 years ago
I
IDS SystemsBeginner
asked in How Do I

Not seeing all triggers for ConnectWise Manage/Monday.com zaps

Hey all.I apologize if this comes off as a super noobish question but I seem to have hit a wall here and extensive searching of the support articles hasn’t borne fruit for me.My company uses ConnectWise Manage and Monday.com and I’ve been tasked with using Zapier to get them sharing information when certain things on done with projects. I’ve created a couple of basic Zaps already that seem to be working well but I can’t seem to add a number of the triggers (particularly polling ones) that are advertised as available.Example: If you look on https://zapier.com/apps/connectwise-manage/integrations/monday, you’ll see that one of the available triggers is Delete Item. However, that option (and many others) are not available to select when building a Zap. I only have a small number in fact:The small number of Monday.com triggers available to me.A similar dearth of options beyond what’s supposed to be available exists for ConnectWise as well. Most of the ones missing are tagged as Write, whic

2
Danvers
2 years ago
M
MTLGuyBeginner
asked in How Do I

Attach multiple Dropbox files to outgoing Gmail message

I’m trying to create a Zap that would attach all pdf files from a specific Dropbox folder to an outgoing Gmail message, with a certain trigger (either a predefined time point or the creation of a new file).Any thoughts on how I could achieve this ?Thanks.  

2
christina.d
1 year ago
B
bobcaseyNew
asked in How Do I

Wealthbox trigger from custom field

Hi, I am looking to create a trigger when a custom field in Wealthbox is changed or updated.  We have created other Zaps using Wealthbox, but do not see the custom field data available to trigger from. Any ideas?Thanks in advance

2
B
1 year ago
M
MattttttttttttttttNew
asked in How Do I

Is it possible to lock or prevent changes to a zap?

Is there any way to prevent unintended changes to a Zap? There’s currently no save button so any changes are immediately applied to the zap which is a recipe for unintentional modification / makes it hard to do simple tests. There is also no way to revert to a previous version of a zap. What are the best ways to prevent or mitigate unnecessary changes. Thanks.

1
Troy Tessalone
1 year ago
S
sndbeatsNew
asked in How Do I

Update AWeber tags from ClickFunnels purchases

Here is all I want to do:Subscriber fills make purchase in Clickfunnels If there is an existing subscriber in Aweber, I want a tag to be added If there is no existing subscriber, I want to create a new one. Can somebody please tell me exactly how to do this?  I really want this fixed and will pay somebody if they can do it without issue.  Please help. Thank youRob

2
SamB
Community Manager
1 year ago
A
AnitaNew
asked in Code & Webhooks

Интеграция

Добрый день, сделала интеграцию по вебхуку а именно программы inskill и amo crm. Техническая поддержка inskill утверждает что у них все настроено по вебхуку. Но у меня все арвно не передается информацию с программы inskill в amo

1
Troy Tessalone
1 year ago
G
gafapastaBeginner
asked in How Do I

Query Twitter followers for a specific word

Good afternoon.I need to set up a zap to find certain words only among the people I follow on Twitter. How can I do it?. Thanks

4
jesse
1 year ago
H
hbbadenNew
asked in How Do I

Can I create a task in Asana that spans 5 days?

When I try to create a task from Zapier to Asana, I can only get it to show up as a 1 day task that is due 5 days from creation. Is there a way for it to start on the day of creation and be due in 5 days on the timeline?

1
Troy Tessalone
2 years ago
A
Anonymous
asked in How Do I

Email when an Airtable record is deleted

Is there any way to create a zap that sends an email whenever a record in Airtable is deleted? Has anyone done this successfully?

1
Troy Tessalone
2 years ago
B
broker78Beginner
asked in How Do I

How to name PDF file in Dropbox based on sequence number of files in folder?

Can anyone help with trying to accomplish the following: I have a folder in my Dropbox called “Sort” every week I get a PDF file that i need to save in a couple different places. I have a zap setup that once I save this file to sort, it then moves to the places i need. My ask is this: i save the file called abc.pdf to “sort” folder. In one of the places it goes, I would like to change the name of the file to be 8.pdf as the 8th file in that folder. ie. i have file 1.pdf, 2.pdf, 3.pdf….7.pdf already there.  Is there a way to count the number of files in the folder so that when this file goes there it gets saved as “count+1”.pdf?? TIA!

1
Troy Tessalone
1 year ago
D
DeeDeeBeginner
asked in How Do I

Getting stuck creating Zaps to add Trello cards to Google Sheets/Smartsheet

I am trying to create a basic ZapTrello card to Google Sheet Trello Card to Smartsheet & vice versaNone of it is working. Not sure where I am going wrong

3
jesse
1 year ago
A
AdamZapBeginner
asked in How Do I

Unable to Select Worksheet after Copying a Spreadsheet

Hello,I have a zap andone step copies the spreadsheet and then I want another step to write data into a specific workbook in the copied spreadhseet. The issue is I don’t have this option for a copied spreadsheet (it appears as only one workbook to select). Here is a video of the problem - does anyone have a workaround for this Here is a screenshare of what is going on:  

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

Automatic answer to any message saved in Slack

Hello.Any time I save a message in slack (from any channel, private conversation or thread), I would like to automatically answer “I’ll get back to you soon” to that message in a thread, so the sender of the message knows I’ve read his message.Is this possible to do with Zapier? 

6
jesse
1 year ago
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