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20289 Topics

K
KumarBeginner
asked in How Do I

How to Integrate Zapier with Apptivo?

Hi All,We are currently running an Email campaign where the leads from Woodpecker.io should automatically land into Apptivo CRM portal through Zapier. But the issue is we don’t see an Apptivo CRM application on the Zapier website. Here is the screenshot of the issue. If some one could help us Find a workaround process for this issue that would be much appreciated.Please let me know if you need any further information.Happy to participate in the community conversation until this issue is resolved.

4
K
2 years ago
S
SteveGradyNew
asked in How Do I

How to check quote reference number in Xero matches job number in Zoho CRM?

Hi everyoneI use Xero as my quote tool. When a job’s quote gets accepted by the client, I want Zoho CRM to update the status of the job.Currently there is a Reference Number on the Quote (eg. JDP-1001)  that is the same as the Job Number in the CRM Deals module.I know you can use filters to get individual records... what I need is a 2-way filter that matches the Reference Number on the Quote (in the trigger) against the Job Number in the CRM (in the action) and updates the CRM to let the CRM user know the quote is accepted.This doesnt seem to be possible with the current architecture....

1
Troy Tessalone
2 years ago
T
trunasBeginner
posted in Code & Webhooks

Is it possible to use a Dictionary input field for custom fields?

This post was split from the topic: Documentation for The Dictionary Inputs Hi @ikbelkirasan,I’m new with Zapier and trying to create an action that would accept custom fields using a Dictionary input field.Is there a way that the values sent to the API could be formatted as such:[“key 1: value 1”, “key 2: value 2”] In the Code Mode, I added JSON.stringify(bundle.inputData.customFields), and it works when testing the api in the Developer.But when testing this in the Zap itself, I get an The app returned "A JSONArray text must start with '[' at 1 [character 2 line 1]". error. Any ideas how I can go about this? Thank you so much in advance!

12
T
2 years ago
C
CTINew
asked in How Do I

Static word added to every value Zap creates

All my zaps work great, i ask for city and country data  to move to a spreadsheet, all is good but the City field includes the word “city” when pulling content. The country and city zap are designed identical and the word “Country “ is not pulled yet city does HELP HELP HELP

1
Troy Tessalone
2 years ago
V
VFXRackNew
asked in How Do I

Google Forms trigger from form in Shared Drive

Hi everyone~ I have a quick question. So is it possible to connect to a google form or any other Document that is in a “Shared Drive” space? Thank you!

13
Troy Tessalone
2 years ago
J
jackluisNew
asked in How Do I

Using Google Sheets formulas on rows created by the Zap

I use zapier to track tips for my fleet of drivers since my logistics software doesnt support it for some reason. The drivers name can only come in as some very long code that I have to translate. I made a new sheet with a simple table that connects the Driver ID and the human readable name. =iferror(vlookup('Data Ingestion'!A2,'Driver Keys'!$A$2:$B$45,2,false),"")The “A2” value should go up to A3 and A4 and so on…When zapier enters a new row, every single one of my formulas “AX” value gets bumped out of place. So A2 that is trying to refer to the corresponding A2 on another sheet now refers to A3.My theory is that since zapier enters a new row instead of filling the next row, it tricks google sheets into adding one to everything every time a new row is entered.Whos bright idea at Zapier was it to enter data like this? You cannot refer to data entered by zapier in a formula because of this. Makes the entire thing useless

1
Troy Tessalone
2 years ago
T
TPICNew
asked in How Do I

Quickbooks Create SubCustomer Action

Has anyone successfully figured out how to trigger a Zap where a new Quickbooks Online SubCustomer is created for a client? We only see how to create the Customer, but not the SubCustomer.

1
Troy Tessalone
2 years ago
J
JABNew
asked in How Do I

Keap New Payment trigger - include Product ID field

Hi all, I have a specific process I am trying to create a solution for. We are currently creating a zap for Keap max classic. What we would like to do is apply a tag to contacts after they are refunded for a specific product. Currently, we can apply a tag based on refunds but can't determine which product it was for. We are using the Keap Max Classic New Payments trigger. Then we are filtering so Pay Type = Refunds. We would also love to filter by product ID. This would allow the Zap to only continue for a specific product ID which we could then setup automation for. Do you know if there is a way to pull in the product ID for the Keap Max Classic Payment trigger? I think that would accomplish everything we're trying to do. Thanks so much!

1
Liz_Roberts
Community Manager
2 years ago
F
FalesBeginner
asked in How Do I

Notification when Zap is paused

I have an app that automatically sends google reviews to my clients.  We’ve had to make some edits  the zap which at first I did not realize paused the Zap.Is there a way for me to get an email anytime the zap is paused. Like “reminder, your Google Review Zap is not running. Would you like to turn it on?” 

1
Troy Tessalone
2 years ago
M
mike8712New
asked in How Do I

Send Encrypted Email from Microsoft Outlook upon form Submission

I have an attorney friend who is wanting to deliver an encrypted email to those who complete an online acknowledgement and request specific instructions. My initial thought was to use a wordpress form tool, maybe Jotform - and the first part of the action is the user acknowledges in the form after reading a specific warning - then they enter their information, then the 2nd part of the action would need to fire up an encrypted email template that contains these specific instructions and send back to that user.  Trying to automate this and needs it to be encrypted. His Outlook is set up for encrypted emails, you can select that button and send encrypted.Thank you for any suggestions.

1
M
2 years ago
B
bethsmithNew
asked in How Do I

405 Error when Connecting to WooCommerce

I’m able to have Zaps from Woocommerce to other platforms, but any Zaps coming into Woo (from Shipstation) I’m getting the ‘The app returned "405"’ error. There’s not much documentation to support this error (really there’s none at all). Any advice? I’m assuming it’s a plugin or something?

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

Find and Update Task in ClickUp

Hi everyone.I’m currently creating a zap to auto-update clickup tasks with comments made on pipedrive. The problem is that we have to choose a certain task rather than allowing to automation to find the right task to update on its own (if that makes any sense). I tried using the filter tool, but it doesn’t do what I need it to.So tl;dr: is there a way to make zapier find the right clickup task to update?Thanks!

1
Troy Tessalone
2 years ago
D
DaniellejoywNew
asked in How Do I

Send code for Stripe 2FA into Slack message

My company uses Stripe with many of our clients. We have 1 phone number that is linked to all accounts and our team is constantly asking what the 2 step code is to login to Stripe account. Is there a way to connect to Slack so we get codes there versus someone having to manually add to stripe for team member requesting code? Thanks so much!

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

Filter csv rows out depending on a date (eg. today +2)

Hi There. I am trying to filter out CSV rows based off a date criteria I.E. today +2. Is there a simple method to apply this. (not a dev)  

1
Troy Tessalone
2 years ago
G
Ghost GearNew
asked in How Do I

Purchase on Wix to Tag Contact in Keap

I would like to create a Zap that tags a email as “Customer” on Keap when they purchase an item on my WIX page. Not sure how to go about it, totally new to Keap and Zapier.This is so I can use Keap to email people who have not made a purchase yet. Maybe there is a better way, I’m open to ideas. 

2
SamB
Community Manager
2 years ago
R
robinmfsupplyNew
asked in How Do I

Report email volume and responsiveness in Outlook, on an Excel sheet

I want to track our email volume and responsiveness.I want to measure: how many emails we get by date, what type, lead source and response time i excel.  I would like to be able to drop and drag fields from outlook into an excel field.  Can someone help guide me here?  Thanks!

1
Troy Tessalone
2 years ago
D
DonalBeginner
asked in How Do I

Adding a row to a Google Sheet which creates a New G Drive Folder & adds a link to the row in the Google Sheet

Hi, I’m trying to create a Zap that will enable me to…  Trigger: Add A new row to a G sheet fileAction: Create a folder in my G Drive when a new row is added to a G Sheet Add a link to the folder into a cell within the row that was added to the G Sheet So far I can create a Zap that will add the new folder, but I can’t figure out how to get the link, and insert it into the new row of the G Sheet. I need the G Sheet to look like this Folder Link First Name Last Name  Address Link to P-Smith Folder Pat Smith NYC Link to J-Doe Folder John Doe NYC    I think that it can be done, based on the question uploaded by this user. but I can’t figure out how to get it working...  Is there a pre-made Zap for this, or how can I get the link added to the new row in the G Sheet ?   Thanks in Advance  

4
D
2 years ago
D
daryl_HBLBeginner
asked in Code & Webhooks

Return JSON Array from Code step

Hi there,I am quite new to this and trying to achieve a specific function to make something a little more automatic.I have a Search Action configured and am trying to return to objects in the resources array in the response. Raw response from API{    "meta": {        "query_time": 1.92e-7,        "pagination": {            "offset": 1,            "limit": 100,            "total": 1        },        "trace_id": "9af6da38-4f8a-45ad-bab8-f4277c4395b1"    },    "resources": [        "943ab1234"    ],    "errors": []} What I have in the Zapier API Endpoint const options = {  url: 'https://api.example.com/devices/queries/host-group-members',  method: 'GET',  headers: {    'Content-Type': 'application/json',    'Accept': 'application/json',    'authorization': `bearer ${bundle.authData.access_token}`  },  params: {    'id': '123456'  }}return z.request(options)  .then((response) => {    response.throwForStatus();    const results = z.JSON.parse(response.content);    // You can do any parsi

3
D
2 years ago
C
creazaNew
asked in How Do I

New Product trigger in WooCommerce - specific category only

Hello,We want to connect woocommerce to zapier and want to automate within certain categories and I can't find in the docs if this is possible. Is it possible within this app to set triggers based on a product that has been added within a specific category? We would like to be able to make an automation based on when a new product has been added within the category "Occasions".  Sincerely,Sanne

1
Troy Tessalone
2 years ago
A
A\VA OneNew
asked in How Do I

Reset my monthly task usage before the billing date

Hello everyone! I want to reconnect the monthly price before the specified time since 750 tasks have already been completed. I don't want to connect other plans. I want to connect only current plan again before the specified time. How can I connect like this?

2
SamB
Community Manager
2 years ago
J
JlcgulNew
asked in How Do I

Syncing existing Dropbox folders to Pipedrive, Hubspot, or Salesforce

How do I sync existing Dropbox folders to Pipedrive, Hubspot, or Salesforce?  I am in the process of purchasing ad setting up a CRM service.  Is it possible to sync an existing Dropbox contact folders to any of these CRM?e

1
Troy Tessalone
2 years ago
L
Lauren GallowayNew
asked in How Do I

Find Many Spreadsheet Rows in Google Sheets - reduce number of returned rows to maximum of 5

Hello! I have a zap where a client submits a google form response > Find Many Rows uses two of the form responses to find rows in an existing Google Sheet > The bottom 10 returned rows are formatted and sent back to the client using the email they provided. Find Many Rows can find and return UP TO 10 rows, but is there a way to limit the number of returned items so the client only receives 5? I don’t see an option for that in the step itself, and struggling to come up with filter logic that would accomplish that. Thank you in advance!

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

Upload Google Slide template action - how to remove placeholders if no data

Hi everybody,  I need help for my Zap : Trigger : new record in airtable Action : upload a template in google slide I have created {{placeholders}} which are perfectly filled with informations from airtable. The problem is : when an information is not given in Airtable (the trigger), I would like my {{placeholder}} to be deleted from the final google slide. Instead, I got, for example, {{mail}} that remains in the slide. Do you know how could I configure Zapier to delete {{placeholders}} which contains no data. Thanks for your help !  Franck     

3
SamB
Community Manager
2 years ago
R
RamySalehNew
asked in How Do I

New Charge in Stripe trigger doesn't include amount and description fields

Hello, I’m trying to create a zap to insert new client payment from stripe into a google sheet; however, the stripe options for at the amount paid and description of the product aren’t appearing in the options of the dropdown menu Any ideas? 

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

Manually replay successful Zap actions

Hello! We have a database that we are using zapier to add records to. We did a database migration but needed to use a slightly older snapshot. During the migration we had some newer entries get lost since their timestamp was after the snapshot, but since the zap ran successfully, we can’t replay them from the zap history view.Wondering as of today if there’s any way to manually replay successful zaps / steps?I saw some other help articles saying this isn’t possible yet: And I saw this workaround by doing a “manual test” with the records:So I know the ability is kiiiind of possible… wondering if there are updates here or there is a feature on the way? Thanks!

1
Troy Tessalone
2 years ago
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