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21789 Topics

A
ababab608Beginner
asked in How Do I

Possible to set Amazon S3 file name to include the current date?

Hello, I am going to be setting up a zap from gmail (trigger = new email) to Amazon S3 (action = drop attachment into an S3 bucket). My client requested that the file name be updated to show the current date each time it is pushed. See below for an example.s3://clientname-mycompanyname/data/v1/date=2021-11-24/ s3://clientname-companyname/v1/date=2021-11-25/ s3://clientname-companyname/data/v1/date=2021-11-26/ etcIs there a way for Zapier to update the file name each day as it pushes the file from gmail into the S3 bucket?Thanks! 

1
Troy Tessalone
2 years ago
M
moonfyahNew
asked in How Do I

Salesforce Zap, keep getting a "We couldn’t find a record" message

I've been trying to set up a Zap where when a Salesforce opportunity stage goes to Closed Won it will create a new case in SalesForce. For some reason, I keep getting the following message:“We couldn’t find a recordCreate a new record in your Salesforce ____ account and test your trigger again.”I do have an opportunity that is listed as closed won in my Salesforce account though. So really confused with what's going on.When I swapped it to New Record instead of Updated Field on Record and set the object as Opportunity, it did pull in record though. Attaching screenshot of my Zap set up and Salesforce opportunities.Any help would be appreciated! Thanks! 

2
Troy Tessalone
2 years ago
J
john-jackBeginner
asked in How Do I

Passing a a string as a literal

I’m not sure if I’m even characterizing my question correctly. Here is the situation:I want my Zap to send the string {{Date:DDD}} to a text file in Google Drive. From there, I have an desktop automation that transforms it into a markdown file which is ingested by Obsidian.md. The problem is that Zapier uses the double brackets to indicate an internal field within the Zap. Thus it returns “No Data” and doesn’t pass the string to the text file I’ve tried to use backslashes (e.g. \{\{ and \}\} ) but then all I get is “Date:DD” passed to the text file. I get the same result when enclosing the string in quote marks.Does anyone know how I can get the desired string into the text file without Zapier processing it as an internal field? Thanks!Jack

5
Troy Tessalone
2 years ago
S
StaunchootBeginner
asked in How Do I

How to setup Zap to add customer and deal to Pipedrive from XML emails?

Hello. We receive Leads via. E-Mail as XML Attachement. This XML Attachment need to be read out and after that we need to store the Data of the Customer and the Real Estate Object in Pipedrive as a Deal. How can I go about it?

3
S
2 years ago
K
KSplanetNew
asked in How Do I

New Deal in Specific stage in Hubspot to update row in Google Sheets, Property Update

Dear all,I would like to update a Google Sheet Row as soon as a deal enters the stage “closed won” in Hubspot. I have managed to setup the zap with all necessary sheet columns, but I would like to reassure what happens with all the other deal properties, e.g. Amount, Set-up fee, Deal owner, Associated AE etc. as part of my chosen Google Sheet 1. Are they also updated as soon as the Trigger “ specific deal stage” hits? I.e. Is all the information transported to the sheet that are in HS at the time when deal stage “DealWon” is achieved? For example, if the Deal Amount changed during a negotiation and was manually updated by an AE In Hubspot to the correct amount in earlier deal stages but before “ClosedWon” triggers, does it take over the amount’s latest update?2. or do I have to use a different zap for every property change I want? (In that case I know that the trigger “deal property change” exists). Thanks! 

2
Troy Tessalone
2 years ago
C
cloakBeginner
asked in How Do I

How to trigger a Zap based on a specific HubSpotCRM field and then delay a SMS to tomorrow morning?

Hi All, I use HubspotCRM as my CRM system and I use ClicksendSMS as the SMS service. When i create an order in HubspotCRM, I always set the ‘Customer Deposit Paid’ field as No. This is because i always receive the deposit a few days after the customer has signed the contract. Once i receive the deposit, I go into HubspotCRM and the change the field from No to Yes. What i require is: When ‘Customer Deposit Paid’ field changes from No to Yes, then on the next day at 10am, send a SMS to the customer stating that their deposit has been received. I sometimes update HubspotCRM very late at night so I don’t want a SMS sent to the customer at an unsociable time. This is why i require to have a delay for the next morning at 10am. How do i do this? I cant figure out how to trigger the Zap when the field changes to Yes, I can only see the option of when the field changes...this counts even when i set it to No when i set up the deal in HubspotCRM which is not useful for sending a SMS. I have also

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

ZIP Code and city from Ticket Tailor arrives at Ontraport reversed

Hi,maybe you can help me with this little problem:ZIP-Code and city from ticket tailor arrives at ontraport reversed.Where do I solve this problem? And how?Thank you for letting me know.Armin 

1
Troy Tessalone
2 years ago
N
nishajNew
asked in How Do I

Get stripe metadata from stripe product ID

Hi,When a customer credit card is successfully charged on Stripe, I want to do the following:1. Get the product ID2. Use the product ID to get that product's successURL metadata3. Send an email to the customer with the successURL in the textThis is how it’s done in automate.io. 

7
SamB
Community Manager
2 years ago
S
superbeginnerBeginner
asked in How Do I

New reaction added in Slack - second reaction added not recognized

hi guys. If there are two reactions, the second reaction is not recognized. Reaction 1 is recognized, but Reaction 2 is not.What should I do? 

2
Jayden - Polygon Web Solutions
2 years ago
K
KiroBeginner
asked in How Do I

Extract list of users who have access to shared Google Folders and send emails to them

This post was split from the topic: Notified in Gmail when a folder in Google Docs is updated?Hi! I am trying to do the same flow but I want to get the users who have access to the shared folder and send the mail to them. How can I extract them?

2
SamB
Community Manager
2 years ago
F
fvicenciopNew
asked in How Do I

How to automate written reports with images and electronic signature?

There is an alternative to writing written reports with attached images that can be part of a workflow that is electronically signed at the end.

1
Jayden - Polygon Web Solutions
2 years ago
W
wortmanbBeginner
asked in How Do I

How to exclude one line item from further processing

I’m working on a Zap to pull values from a customer-provided PO which contains records of 3 types, indicated by values in a column called “Record Type”. Those values are H (Header), D (Detail) and N (Notes).My Zap is working except that it’s trying to process the N line items as if they were D. What I’d like to do is exclude them entirely. Is that possible? Can I basically delete any line item whose Record Type is N?

14
christina.d
2 years ago
P
phantaznNew
asked in How Do I

Adding multiple channels and users to New Reaction Added in Slack

Hi there! I’m trying to create a functionality where multiple users on my team can React to a message on Slack, and for that message to generate a new row in Google Sheets. I would like for this functionality to work in multiple channels. Unfortunately, in the “Set up trigger” module, I am only allowed to select one channel and one user. Does this mean that I have to duplicate this Zapier function every time I want to add a new user and a new channel for it to work in?Surely, there’s a way to add multiple users and channels to streamline this process?

1
Troy Tessalone
2 years ago
P
Petewarnock11Beginner
asked in How Do I

Eventbrite to Google Sheets field "event start local" is giving random numbers

i have a zap from eventbrite to google sheets but the field "event start local" is giving random numbers - I need a field that will give me the time and date of the event but it’s just bringing in random numbers like 44525.59375 any ideas on a work around - I need date and time of the workshop in the spreadsheet as I run many ongoing multiple eventbrite events thanks

6
Troy Tessalone
2 years ago
D
denmustiNew
asked in How Do I

Connect my DigitalOcean Mysql database: 225 Error

Hi,I’m trying to ad my mysql database to Zapier.The mysql database is hostedn by DigitalOcean from where i have all necesarry info to login ( works on Dbbeaver)But when wanting to establish the connection in Zapier i get an 225 error.i already chenged my passwoard encryption to lagacy (mysql5) but that doesn’t work either.Can somebody help me out? 

1
T
2 years ago
M
MagnusonNew
asked in How Do I

Updating Airtable from Google Sheet without exceeding record limit

I have a multi sheet Airtable Base and it contains multiple columns, one of which is zip code.   I have a table in Google sheets which has zip code, city, state, and country.We manually add records to our base, and we would like to be able to ‘reach’ into the gsheet and pull back the city, state, and country into the base.    I have tried many avenues, but to no avail, other than having a sheet in my base with that information listed.   That puts me past the allowed number of records in airtable.   Does anyone have a solution and/or suggestion?

1
Troy Tessalone
2 years ago
T
TdastaNew
asked in Code & Webhooks

Can I generate OAuth access tokens to make an API call in Zap?

I’m trying to make an REST API call to an app that uses OAuth2 for authentication. I need to be generate an OAuth Access Token to make an API call in Zapier. OAuth tokens expire so I would need to run it each time the zap is triggered. Is there a way to do this in Zapier?

11
mixelpix
2 years ago
A
AmiesdestinyBeginner
asked in How Do I

How do I setup payroll zap from Jobber that can handle variable rates?

I use Jobber to manage my business. But it doesn't have a way to pay my 1099 contractors a variable flat rate on jobs (the rate for each job & sometimes each visit is different)It looks like New Invoice Created is the only Jobber trigger I can use but I’m lost after that. I'd like to set up an integration between Jobber and maybe a payroll program that has the ability to pay variable flat rates to contractors. So, the Zap would look like this…Trigger-New invoice creation in jobberResult…?I’m not even sure what I could add to my invoices for Zapier to be able to identify which contractor it was. Might have to add initials or something in the job and use Zapier fields.Jobber doesnt export much into Zapier unfortunately. Only a few triggers and limited data. So even if we have to do a multi program or multi step Zap...that would work too.  I've researched how I can do that for hours now and I could really use some help :(

2
A
2 years ago
M
mnagyNew
asked in Code & Webhooks

Unable to see content or the thumbnail url server side

Dear All,we are building an application using a Zap that posts data to a webhook every time an Instagram post is created. I set up the zap and the webshook url, but I cannot see the content or the thumbnail url on our server side in the webhook.When I check the zap history, I can see proper values for most properties for “Data in”, but for the content and the thumbnail url all I see is this:caption: {{139215123__caption}}thumbnail: {{139215123__thumbnail_url}} How should I set this up so I can access these values as well, and then send them to our webhook?

2
Troy Tessalone
2 years ago
R
rshenk3New
asked in How Do I

How to import order info from Printavo into Excel and replace when updated

Hello All,I am currently using a zap to import order information from Printavo into an excel spreadsheet whenever order information is changed.  Sometimes I will make multiple changes to the same invoice number and I would like to replace the old information with the new information based on having the same Invoice #.  I do not want to have multiple rows with the same invoice number.  Is this something that can be done with Formatter or do I need a VBA macro to perform such actions.  Thanks so much for your help!

1
Troy Tessalone
2 years ago
jeffernst
jeffernstBeginner
asked in Code & Webhooks

How do I turn multiple field values into a comma-separated string

I’ve seen a ton of articles and posts on turning a comma-separated list into separate fields, but none on the opposite. I have text values in five different fields that come from columns in Google Sheets. I want to turn them into a comma-separated string to feed to my API. The challenge is that there isn’t always a value for all five fields, one or more can be empty.So if I simply do Field1Value, Field2Value, Field3Value, Field4Value, Field5Value in the zap, and Field1 and Field 4 are blank, the result is extra commas like:, Field2Value, Field3Value,, Field4Value.Any ideas? 

8
Troy Tessalone
2 years ago
Y
YanovskiBeginner
asked in Code & Webhooks

How to find a matching record from Airtbable using a Webhook response array

Hi !!I’m very new to this community but have been a Zapier user for years. However, I’m a no-coder so today I’m in very need of help on how to process something I want to do with a Zap. The idea here is to Find an Airtable record that matches a specific condition, the latter being pulled from a previous API Call using a Zapier Webhook. First Step, my trigger is when a new invoice is created in Airtable. No issue there :-)Second step, I’m calling Airtable API with Webhook with custom parameters. In the response, I have fields that I want to use as a filter in the 3rd step , see below :  Now,  for Step 3 I want to Find any random record in Airtable that IS NOT one of the User_ID’s from Step 2. As the result of API call is an array, I don’t quite figure how to push this array as a Filter for the records I’d like to pull from Airtable.In a Step 4, once a record is pull, I’d like to create a New record in Airtable with previous steps’ informations.I saw a couple of topics pointing in the ri

6
Y
2 years ago
P
paulinahryBeginner
asked in How Do I

Slack updates when social media posts are published via Buffer?

Hi! I would like to create a zap where whenever a social media (FB, LI, Twitter) post is published (not scheduled or in queue) via Buffer a message is sent to a Slack channel, so everyone in the company can see & react to that post. I can’t figure out how to make this work, is it even possible? Thanks in advance.

3
Troy Tessalone
2 years ago
nounaikaihooo
nounaikaihoooNew
asked in How Do I

Bad request error when connecting to Adalo

I want to connect Adalo, but it says a bad request and I can't connect successfully.  How can I solve it?Help me.

7
Troy Tessalone
2 years ago
Q
QhiliqqBeginner
asked in How Do I

Lexoffice “Unable to upload file: The file type is not supported” error

Hi,I'm using your "Email by Zapier" app with trigger of new inbound mail in combination with lexoffice.Normally everything works fine, but if a pdf file is named with a blank space the zap won't be processed cause of "Unable to upload file: The file type is not supported." from lexoffice.Anybody knowing this problem and knows how to handle it?I can’t change the pdf name, cause this are incoming invoices from companys.Best regards,Philipp 

2
Troy Tessalone
2 years ago

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