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17296 Topics

S
SalesNew
asked in How Do I

Deal matching custom fields

Hello![PIPEDRIVE]I would like to create a zap that would change the label of the deal according to start and end date (custom fields).I am wondering if it would be the best to do it through “deal matching filter” or use webhook ?  

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

BambooHR and Paperform

Hello - I am trying to get a file uploaded to BambooHR when a paperform is completed. The steps i have set up: Trigger: Form is completed in Paperform (Works) Action: Find and Employee in BambooHR (Works) Action: Upload the file to BambooHR (not working)I keep getting an error that says : The file could not be sent to BambooHR. Sorry, something went wrong. Please ensure a valid employee is selected. I am trying to set up the results from the first action to like to the corresponding employee in action 2 by using the Employee ID that is put in paperform and correctly found in Action 1.   

2
SamB
Community Manager
2 years ago
E
EmataiNew
asked in How Do I

MySQL Server error

I am getting the following error and don’t know how to figure it out:We’re having trouble loading 'Primary Key' data ((pyodbc.ProgrammingError) ('42000', "[42000] [FreeTDS][SQL Server]Incorrect syntax near 'vw_CNS_MAT_ArticulosECommerce'. (102) (SQLExecDirectW)") [SQL: "sp_columns @table_name = ''vw_CNS_MAT_ArticulosECommerce'', @table_owner = 'vw_CNS_MAT_ArticulosECommerce'"]) 

1
Troy Tessalone
1 year ago
K
KellySmithNew
asked in How Do I

Help integrating PayPal into Infusionsoft/Keap

Hi everyone,I’m trying to integrate Paypal to Infusionsoft/Keap so that when someone makes a purchase through Paypal (with a Buy Now button), they automatically get created as a contact in Infusionsoft.I have managed to find a simple Zap to do the above, but my problem is that I have no way to identify those Infusionsoft contacts that have come through Paypal.I’d like to be able to apply a tag to those contact,s but can’t see a Zap that offers me more options like that?Many thanks,Kelly

2
Nate
2 years ago
J
julieBNew
asked in How Do I

SMS creates a new row of a spreadsheet

I’d like to initiate a text from my phone to create a new row in a spreadsheet. It would save the contents of my message in the sheet - perhaps a date/time stamp too. Any idea how to do this? Seems like the reverse is possible (to get a SMS alert for a new row). But I’d like the zap to initiate from my SMS.

1
Ennes
2 years ago
S
ShaktimanNew
asked in How Do I

Trigger on gmail primary catagory

Hi, Gmail integrations are powerful, but it’s expensive to trigger on ALL of them. Gmail categories does a ton of work to reduce that clutter…. so how do we trigger zaps on those categories?Without manually labeling or moving gmails between categories (that’s the point), there is no way of triggering a zap on JUST the primary category. I can’t filter in gmail based on category (and label it), and I can’t trigger a zap based on its category.  We all read our primary gmails first, but has anyone worked out how to trigger a zap based on the primary category? This would reduce the cost by, 80% or so.Thanks,Chris

2
AndrewJDavison_Luhhu
2 years ago
A
AmritaMuduliBeginner
asked in How Do I

HubSpot Deal Trigger delay

The Zap of Hubspot and Slack is perfectly working for all the deals from Hubspot. But for a particular deal, the Zap appeared after 2 months instead of instantly. Can you please help in figure out what exactly could have went went wrong as the Zap is working perfectly for other deals? BestAm

2
A
2 years ago
M
ManufaNew
asked in How Do I

Zoom Mailerlite integration Invalid time value

 Hi,Hi there,I'm having trouble connecting the zoom to the mailerlite.While creating the zap - the message: "A New Meeting could not be found.Invalid time value ".Can't do the test.The problem appears when creating a meeting (I'm not use webinars)I took 2 print screen and attached them:https://naforum.zapodaj.net/77689e79b4be.jpg.htmlhttps://naforum.zapodaj.net/45925fb3e438.jpg.html  Thanks for helping me,

1
Troy Tessalone
2 years ago
W
wkaraNew
asked in How Do I

Conditional based on previous zaps

We are trying to set up a zap that will automate the sending of a postcard to customers who made a purchase. The issue is that we want to send a series, so when a customer has already received one postcard, the next time they place an order they would get card #2. I tried to find a filter/conditional in Zapier that is based on previous zaps, but haven’t had any luck. Is this possible?

2
AndrewJDavison_Luhhu
1 year ago
S
sboydBeginner
asked in How Do I

Create new account in CRM but how to get account number in return to QuickBooks

I have set up a Zap that whenever a new customer is created in QuickBooks it looks for that cusomter in the CRM and if it does not exist then it creates one.  However I need the account number that the CRM assigns to be sent back to Quickbooks/QBO.  I know that Zapier is not bi-directional but what could I use as a trigger to push the account number from the CRM into Quickbooks?  BTW- not all accounts in the CRM will be in Quickbooks, only the ones that have purchased something. Along the same lines but a different question (and maybe the same solution) if there is an account in both the CRM and Quickbooks/but the CRM Account number is not filled in within Quickbooks (custom field) that Zapier can check that and push the account number?  Maybe use time of day as a trigger to check. Thank you for your help.

1
AndrewJDavison_Luhhu
2 years ago
N
Nichole MarsNew
asked in How Do I

Error turning Zap on: The app returned "Payment Required.".

I am new to zapier set up the account a few days ago, still on 14 day trial.I set up a zap from wufoo form builder to google sheets. When i test the zap it works fine but when i go to turn on the zap i am getting this error                                        Error turning Zap on: The app returned "Payment Required.". I am not sure how to fix this or what they mean by payment required. There is no payments connected to the wufoo form. Any help here would be appreciated! Thanks 

2
N
1 year ago
G
gmq
asked in How Do I

Quickbooks Commerce - Notification when purchase order received in full

Hi all, I am trying to create a Zap that sends a notification via email when a purchase order is received in full.I can find triggers for sales order but not for purchase orders, am I missing something ?We currently have Quickbooks commerce, not QB online, is that a requirement for this ? On a side note would I be able to pull stock data daily from QBC and paste on a Gsheet using Zap ? A daily SOH report. Thanks in advance

5
william
2 years ago
D
dlleon
asked in How Do I

Daylite and Square?

I’m trying to get Zapier to extract data from Square (new credit card run) and dump it into Daylite. Specifically, I’d like to match it to a Contact in Daylite, and add it as a new Note, linked to a Contact.If there is no Contact, then create a new one. It doesn’t seem to be able to find any existing contacts, for some reason. 

2
AndrewJDavison_Luhhu
1 year ago
C
cfaber123New
asked in How Do I

Facebook Groups trigger to Instagram - no event in Instagram action setup

Hi!I’m trying to connect my Facebook group to my instagram page. I want to be able to schedule my posts on Facebook and have them post to my instagram feed. I got Facebook connected but when I go to mess with the Instagram side of things and choose an event nothing pops up. What am I doing wrong?

2
SamB
Community Manager
1 year ago
B
BHVANew
asked in How Do I

Schedule Zoom for someone else

My client wants to use Zapier to schedule Zoom meetings for the team, under each of their user accounts. I know Zoom will let you give scheduling privileges for someone to schedule as you, but it seems like Zapier will only create the meeting for the Zoom account as a whole. Is there any way to do this with Zapier, via webhooks or anything even?

1
Troy Tessalone
1 year ago
M
MarcoGarciaCOONew
asked in How Do I

connecting shipsation to google sheets

Hello, I need to create a zap where: Order is imported to Shipstation from a selling channel. The order data exports to Google sheets - The issue is in this part. When an order has multiple SKUs such as the example below: Mod Note: Image edited to obscure personally identifiable information.   Only one SKU exports to my Google Sheet, as shown below:  So my question is, how do I make it so that all the SKUs in the order are exported to my sheet? Thanks in advance. 

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

I faced an error , could you plz check my error? (attached)

I have 2 zapier and non of them work.

3
nicksimard
Community Manager
1 year ago
A
Anonymous
asked in How Do I

Where can I find my Zapier invoice?

Where can I find my invoice, please. My English is badThank YouNatascha

2
Troy Tessalone
2 years ago
D
dJLGBeginner
asked in How Do I

How do I connect Zoho Bookings to specific users in Zoom?

We have 3 users under one Zoom account and some of the services we offer are made with specific people. How can we connect Zoho Bookings when scheduled with Person A to connect to the Zoom Person A user?

3
D
2 years ago
H
Henrique Baptista FernandesBeginner
asked in How Do I

Action Event: Create more than one Row in Microsoft Excel and MySQL

Hello,Hope you are doing wellWe are trying to import a CSV file from email and send it to Microsoft Excel or MySQL, but the only way to do that in Zapier is creating just one Row, which contains the whole information. We can do what i´m talking about in Google Sheets (Action Event: "Create Spreadsheet Row(s)"). There is some way to add this Action Event for Microsoft Excel or MySQL. Below is an example, in Microsoft Excel and in Google Sheets:Microsoft Excel: Google Sheets: Regards,

4
Troy Tessalone
1 year ago
C
cpzapBeginner
asked in How Do I

Frame.io - Can I create assets in a project I am a collaborator on and not the owner of?

Hi there. I am wanting to use Zapier to create an asset on Frame.io. However, the project I would like to create the asset in is located in a team I am only a collaborator on and not a team member or owner. Is it possible to create assets in this scenario? I am able to create assets in my own projects on my personal account, but not in any projects I am a collaborator on in the other team space.

3
AndrewJDavison_Luhhu
2 years ago
P
PaulMeyersNew
asked in How Do I

Send an email notification after a phone call has been received in Twilio

Hi, I am trying to figure out how I can send an email notification to a client after they have received a phone call from a Twilio number.  

1
robschmidt
1 year ago
J
jlh77New
posted in How Do I

LinkedIn Matched Audience from HubSpot...

Hi Community,I know that it is possible to use Zapier to integrate LinkedIn Matched Audiences with HubSpot, but I can’t figure out if I can do exactly what I want.When I setup LinkedIn Campaigns I want to filter out my existing customers so that I don’t expose my existing customers for my ads. Has someone done this before? 

1
Danvers
Community Manager
2 years ago
I
IT AbundantNew
asked in Troubleshooting

Zap between Wix and Google sheet is not working

Previously I had some zaps to connect wix form submission with google sheet, where everytime a client submit the form it will automatically update that submission as a new row in a google sheet.But since last week where my tasks maxed out for 1 day on 31 Dec, that zap stops working after the tasks resets in 1 Jan 2021. I have tried to reset the zap, or use a new zapier account/new wix account, but it does not seem to work anyway. However, all other zaps that is not related to wix are working after the tasks are reset. So I highly doubt that it is the bug between Wix and Zapier where Zapier does not receive data from Wix.Please if there is someone with similar issue to share with me how do you solve it in the end, as I have to manually key in all the data for now. Thanks!!!

3
AndrewJDavison_Luhhu
2 years ago
G
gilchristamandaNew
asked in How Do I

Can I set up a Zapier to only notify me if something was changed once a day instead of every time?

Can I set up a Zappier to only notify me if something was changed once a day? instead of every time? 

5
SamB
Community Manager
1 year ago
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