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How to email a pdf with customized information coming from a webflow form
Hi, I am looking for the optimum combination of Apps to do the following:Start: user fills in a form on a webflow websiteEnd: a pdf is sent by email (gmail) to this user. This pdf is customized with some information filled in in the form. The pdf should be also copied in a specific google drive directory. And the filename shall be customizable.Any suggestion for the succession of Apps?Thanks
Update Airtable date field from Onfleet timestamp data out
I am trying to use a timestamp field from Onfleet to populate this Actual Pick Up Time fieldBut when I create the update airtable action, this field is not showingthese two fields above are formula fields derived from the Actual Pick Up Time field that is not showing in the list of options. Any thoughts?
Can I create a managed service with Zapier
A managed service is one where a company B takes the service from a company A in bulk and create a personalized service from a number of companies that would not directly be able to access A because too complex or because they need more services that company A does not provide. Is there a way to do this with Zapier ? Are there examples?
Quickbooks Online Trigger for upcoming reoccurring payment
Any thoughts on how to create a notification email to customers that a reoccurring payment will be processed on “X” date? Quickbooks appears to have set triggers and other workflows for invoices but not for reoccurring payments? Right now I have to run a manual process that creates a spreadsheet and apply some macros to it for an Outlook email to get generated.
Simple Convert email to PDF
Like many I was using google cloud print for PDF zaps. However, in searching the forums my issue is super basic compared to many who had highly complex zaps break with this app’s retirement. FunctionForward an email on receipt to the zapier print email address. Print it with Google Cloud Print. Saving to Google Drive Save that pdf from Google Drive to drop box. Most of the new PDF apps are for actually printing to a printer Needed Functionality: Forward an email on receipt to the zapier print email address. Print it to a PDF or even JPG format would work. Save it to Drop BoxIs this even possible anymore? Thank you in advance!
Finding cards without labels on Trello
Hi all,I have a zap to take inputs from a Google form and create a Trello card for my team. Part of the zap is to add labels to the cards. Works well.However, I've noticed that it sometimes fails to find the right labels and ends up adding Trello cards without labels (meaning people miss it).I'm trying to create a Zap to find cards without labels on Trello and flag it. Problem is the Trello actions for finding cards seem to relate to a specific card rather than finding all cards that don't have labels.Does anyone know of a way to do it?
Is it not possible to upload documents from BambooHR to Google Drive
I'd like to make a zap that automatically uploads certain documents from (new) employees (passport, personnel card, contract to name a few) to a folder on the Google Drive This seems to be impossible, at least with the free trial I took on to see whether Zapier works for me
Use Zap "Odoo Self Hosting"
Hi,I’m using the zap "Odoo Self Hosting to connect to a odoo.sh server version 14.The necessary information are : url, login and password; I have replace by API Key tha i have generate with odoo method https://www.odoo.com/documentation/14.0/webservices/odoo.htmlCan you help me why zappier answer “Authentification failed” (see attached file)Thanks for you help
Trigger when Formidable form is Updated
I have create a Zap to create a new entry on a google sheet hen a new form is created. I would like to create an entry on the same sheet when the data is updated. this will create an audit trail of the data as it is updated through this multi page form by users through editable views.Is there a ZAP for triggering when an existing formidable form is updated?
Copying assigned task from one Asana workspace to another
Hi there! I’m new to Zapier and am excited to streamline my workflow between email and Asana.One area where I’m stuck - I’m on three Asana workspaces. One, I consider my “main” that I rely on - the other two belong to clients who assign me tasks.I would like to set up a trigger that if I’m assigned a task in one workspace, it will automate a copy of that tasks in my main workspace.Does anyone know if this is possible? Thanks!Niki
Automatic Zaps between Acuity Scheduling and Credit Repair Cloud
How do I get acuity schedule zap to credit repair cloud automatically instead of one by one? Is there a way to where every time somebody book a consultation on acuity it go directly to credit repair cloud under new lead? Is their a certain plan I have to purchase?
Create Document From Template & Move Into New Folder?
I'm SO close to finalizing the zap that i want, but I'm just missing one tiny piece, I'm hoping somebody can help? The final result I want is that every time the trigger happens (updated spreadsheet row):1) A new folder gets created2) A new document gets created from a template3) The document in step 2 gets moved into the folder in step 1.And in actual terms, what i want to achieve is: Every time the trigger happens (new spreadsheet row indicating a new client)1) I get a new folder with that client's name2) And IN that folder is a personalized client agreement doc (from template).I can figure out the creation of the new folder, and the creation of the personalized document from template, but I can't figure out how to move that document INTO that folder.I can also figure out how to COPY & move a document from a template into my new folder, but in this case I can’t figure out how to customize the actual contents of the document, only the title. Is what I’m trying to do possible? than
Move/copy all contents from existing folder into new folder?
As a work-around for not being able to move existing folders, I’m wondering if it would be possible to move/copy all of the contents from the already existing folder into a newly created folder?For example - let’s say you have a client folder called “CLIENT NAME” in a parent folder called “CLIENTS”. But let’s say they stop being a client and you now want to create a new folder called “OLD-CLIENT NAME” in the existing folder called “EX CLIENTS”, and then move/copy all of the contents from folder “CLIENT NAME” into folder “OLD-CLIENT NAME” So, for example, every time the trigger happens (ie offboarding form):1) a new folder is created: “OLD-CLIENT NAME” within another parent folder that already exists (ie “EX-CLIENTS”)2) files in the existing previous client folder are found (ie all files in folder named “CLIENT NAME”) 3) and then all files in the folder CLIENT NAME are moved/copied into the newly created folder “OLD-CLIENT NAME”, within the existing parent folder “EX CLIENTS”Is someth
Addition of LinkedIn Profile from Growbots to Workbooks CRM
LinkedIn profiles are now a must when it comes to having up to date information in your CRM. Currently Growbots stores LinkedIn profile links and so does Workbooks CRM. Unfortunately this is not an available field in Zapier to transfer the information across. I would suggest that all Zaps to CRM solutions would benefit from having a Linkedin profile link.Has anyone any experience of getting new fields added? Is it possible to add this or does that mean having to pay extra to make this happen? Regards, JohnonlineIK
All airtable fields not showing up for action
I am wanting to send a slack message with a specific airtable field included, but the options in the slack message are only returning the airtables record ID and time created. The data out for the record finding of the airtable shows the field I need and its a step prior. Any ideas?
Remove a second CC email address from O365/Outlook email
I am using a new email as a trigger and using a CC email address to do an account look up. However when there is a second CC recipentant the Zap fails because it is trying to do two account look ups. What is the best way to remove any additional CC email address after the first one?
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