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25140 Topics

Q
qbmediaNew
asked in How Do I

Misunderstood error

Hello,   I have two ZAP running in parallel on same WPform bringing data to different Monady.com boards. one of them is keeping turning OFF and when i try to switch it ON i get the below. But when i check the zap itself it is turned ON and there are no problems with it.  Do you guys know what is wrong ?   Regards,   Fabian

2
Liz_Roberts
3 years ago
LeTerre
LeTerreBeginner
asked in How Do I

I am lookong for paid support to set up my first zaps

Hello everyone from Germany! I recently came across Zaper and see it as the solution to automate many of my work processes. Even if I don't have 2 left hands, I have not yet managed to set up a working Zap.   Who can help me set up Zapier for the first time? Or suggest other comparable software if necessary Setup via remote. I am from Germany. My english is quite okay :)   The following processes should be automated:   Withdrawals Various payment information - PDF -> Lexware   Incoming invoices Various invoices -> PDF -> Lexware   Outgoing invoices Invoice -> PDF -> Lexware -> Transfer order   Information for cleaning service From booking portal -> check in / check out date + number of guests -> central list   Thanks and have a nice day! Pierre 

2
LeTerre
3 years ago
C
CytroBeginner
asked in How Do I

WordPress to Airtable

Hy I have been trying to snyc new wordpress post to my airtable i got it to work but i cant seem to get featured images and i use wordpress beta cause wordpress doesnt work. can somebody help i need the link of the featured image on airtable

2
C
3 years ago
C
Christine AgroBeginner
asked in How Do I

Help Creating a Path using Acuity/Zoom & changed appointment

Hi, Here’s what I’m trying to do: A client schedules in Acuity and a Zap creates a unique meeting in ZOOM (I have this working.) The next step I need to cover is when someone changes their appointment. Ideally, they would keep the same zoom link, but the meeting date in ZOOM would change. So the trigger would be ‘changed appointment’ in acuity would action a changed meeting in ZOOM. Ideas on how to do this? would I add something to the current Zap? Create a separate Zap?  What would it look like? Let me know if you need more information. Thank you, Christine

2
SamB
Community Manager
1 month ago
B
basilBeginner
asked in How Do I

Script - Count and separate emails that are from a specific domain

I’m using Zapier to pull calendar events from my team’s cal, crosscheck attendee emails with our CRM, and send a survey to our team members who were on the cal invite so they can provide feedback on the meeting that  is fed back into the CRM.   I’m wondering if there’s a way to execute the following two functions using code on Zapier, or if something like the Formatter might help me accomplish this.   I want to input the list of emails e.g. bob@myco.com, jane@externalcompany.com, tom@externalcompany.com, susan@myco.com, hermione@myco.com   and receive two outputs:myAttendees: the emails of all the people on the list from my domain (myco.com) e.g. bob@myco.com, susan@myco.com, hermione@myco.com qty: the quantity of my team members on the list. e.g. 3   Is this possible? Thank you in advance for any ideas!!! I’m wishing right about now that I had gotten into python when I had the chance…

2
B
3 years ago
T
tobygrobertsBeginner
asked in How Do I

Troubleshooting: Slack message time stamp not updating a date field in Airtable

I have a Zap set up to trigger several field updates in Airtable based on the content of a Slack Message in a specific Slack Channel.  The Zap formats the message, separating the text to allow for a searchable Airtable record name and a trigger phrase that is used to route the zap to one of 3 contextual paths, each path updating specific fields in the the search for air-table record based on specific criteria of that path. In each of these paths the zap is meant to extract the timestamp from the posted slack message and format this into an Airtable local time format and to update a specific date field in Airtable with this information based on which path is triggered. Every time I manually test and retest this process for all 3 paths the date field data is isolated, formatted and updated correctly in appropriate Airtable record based on the slack message trigger. Conversely, once the zap is out of test mode and is enabled the date field data does not update in the Airtable record as

2
T
3 years ago
M
MikehBeginner
asked in How Do I

I wish you could search zapier task history for triggering data. It's not possible hey?

If I wanted to search task history for an email address, it could bring up task history that had the email address somewhere in the data that triggered the zap. 

2
M
3 years ago
X
xenoBeginner
asked in Troubleshooting

Xero Create New Payment Event trigger bug

Xero contains an invoice or Bill payment record that records the date that money was received for an invoice or that money was spent for a bill.  We wish to trigger an integration of this new payment record to create a Payment record in Salesforce.  Xero does not support webhooks for this event type.  Zapier polls the Xero system for a new payment record but the trigger criteria requires a Payment Date which is equal to the Payment Transaction created date.  Transaction payment records are created in Xero manually and often after the actual payment date.  Zapier have confirmed this is a bug and have no scheduled date for resolution.  Has any one any workaround suggestions other than resorting to an API integration?    Mark Riley.   

2
X
3 years ago
R
reblreblNew
asked in How Do I

Gmail body to google sheets as seperate items

I’m trying to import data from an email message received in gmail.    I’ve used the zapier formatter → split text option to get different items but I’m stuck with the following data string: Naam: samplename ,E-mailadres: sampleemail ,Telefoon nr: samplephone ,Datum: 22 juli 2020 ,Start: 13:00 ,Eind: 17:00 ,Duur: 4 uur (240 min) ,Boot type: boatname ,Betalings methode: ideal ,Bedrag: € 140,00 , Borg: € 150,00 ,Totaal: € 290,00 ,Boeking ID: samplebooking ,Activatie code: sampleactivationcode   I’d like to import the data after each “:”, so I don’t want the name of the data in the sheet since that would mess up the google sheets document.    For most data a simple “:” as seperator would do the trick but for example the time info already has a colon in it’s data.    How would you format the zap for it not to use too many steps with formatting. 

2
ikbelkirasan
3 years ago
D
Dave BabbBeginner
asked in How Do I

Trello Checklist Completion

Hi Just started using Zapier so still got lots to learn etc, but liking the possiblities it offers.   I’m struggling though to update an item on a checklist.   The trello card has been created by the same zap I’m working on, including a checklist with 2 items on it. I now want to tick off items on the checklist, I cannot get it to update the correct checklist.   My failure options are it either updates the same item on one fixed previously card, (not the recently created card earlier in the zap), or it just fails saying it cannot find the checklist. I can update the card description, add comments all ok as expected, etc but the checklist has beaten me. I’m getting the correct card by using the ID created by the step that creates the card, and this works for updates and adding comments etc. The step that tries to complete the checklist is selecting the card by using a Board Name, The List The Card Id that previous steps used. When it comes to the Checklist information, I ca

2
D
3 years ago
D
DimitriBeginner
asked in How Do I

Reddit To Discord: Image Displaying on messages

Hello! I practiced with Reddit to Discord Zap. The main task of my Zap was to send new publications including full images from a special subreddit to Discord channel. Everything is well but only thing that I can't find is about image displaying. How can I display the full image correctly? Thanks.

2
D
3 years ago
B
Brettw1752Beginner
asked in How Do I

Google Apps Business Limitations

Hi, According to this article, Common Problems with Gmail, consumer gmail accounts no longer work with any unapproved apps which is really the majority of them. This is a bit of a disappointment considering one of the main reasons I signed up with zapier was for the integrations with Todoist. Has anyone found any workarounds to make this happen? I’m trying to create a task in Todoist when emails from a particular sender come in. I’m not opposed to signing up for a business account with google but it is a little strange as I don’t have a business and I’d have to create a domain name.

2
jpot
3 years ago
S
SarthakBeginner
asked in How Do I

Zapier polling optimization

if i have 1 trigger used in 10 zaps, then how many times zapier will poll my REST API ??

2
nicksimard
3 years ago
B
BretTruchanBeginner
asked in How Do I

Using a variable in Salesforce / SOQL Query?

Hello! I’ve run into a possible issue with finding records using Salesforce via an SOQL Query.  I could use some help figuring this out. The big picture is that my Zap is triggered when our telephone system receives a phone call.  I’m trying to use the incoming phone number to look up a contact in Salesforce. The information provided by my trigger includes a caller id. When looking at my Task Log, it appears to be correct:   If I “hard code” the caller ID into a Salesforce SOQL Query, I get the results expected.  But if I refer to the dynamic caller id supplied by the trigger’s output, I get nothing. This example, which is just for testing purposes, works only if the second line of the query is present:   Here’s the Salesforce SOQL query shown in the Task Log:   It is possible that those template variables were not evaluated? I’m talking about: {{58867260__data[]caller_id_number}} Any help would be much appreciated

2
B
3 years ago
A
artworkNew
asked in How Do I

facebook lead data not going to Omnisend crm

Hi, is there any reason why my data from a Facebook lead into Omnisend CRM is not showing? I have setup and done test and show all is correct but no information is available in Omnisend.

2
nicksimard
3 years ago
F
FranGalanBeginner
asked in Troubleshooting

Hubspot Automation BUG | When trying to trigger an action to be taken on an specific contact list, it doesn't show me all of my hubspot list s

I'm using Zapier to automate Hubspot actions. I’m trying to remove a contact from a List A, when this same contact is added to a List B. For some reason, when I’m asked to choose a specific contact list, it displays just one (even though I have 6 lists on my account). This happens not only when I try to remove, but when I want to trigger any  action at all (such as adding a new contact).   Have this happened to any of you before?    

2
nicksimard
3 years ago
B
BretTruchanBeginner
asked in How Do I

Salesforce Find Record - Taking action if there are no search results?

Hello! I’m working on a Zap which searches Salesforce for a record.  When there are no search results, my zap is halted: However, I’d like to take additional steps if no record is found.  Is this possible, perhaps using paths? Thanks!

2
B
3 years ago
L
LawpathNew
asked in How Do I

Error - Cannot read property 'errors' of undefined - Chargify

Hi there, I’m receiving the following error when using Chargify in one of our company’s Zaps. Essentially, a client will book through the platform (hence the webhook) & I would like to identify whether they are on a certain product but I continue to receive this error message when trying to test the data. Thanks, Abhinav

2
steph.n
3 years ago
U
UghsoannoyingBeginner
asked in How Do I

What does this mean?

  [{"code":"-1","description":"Refer to URL: https://zoomappdocs.docs.stoplight.io/zapier"}]  

2
Liz_Roberts
3 years ago
Digataba
Digataba
asked in How Do I

adding row in excel but i dont want it in bulk

I got a web hook which gets information from a database where we handle our customer claims, getting it in zapier than to Excel for simple reporting. The data blocks i want to add to the excel all goes in one cell, so it looks like “2020-07-20123456dilektryingsomethingajkasladkjlkj” i have been looking and looking but i could not find any info about how to make each data block going into one cell I tried: Tabbing-does not work adding space in between blocks -does not work adding semicolon in between block-does not work enter after each block-does not work How do i get each block to go to its own Cell?

2
AndrewJDavison_Luhhu
3 years ago
N
Neo MatrixFreeNew
asked in How Do I

Do you use Zaps to: Transfer Google Doc contact info (or other CRM) into Docusign, DigitalInk, or Zip Form Plus, for Listing or Buyer Real Estate Application?

I need to Automate: Clients to enter their: contact information; property to sell information; Auto fill up to 30 documents, send those docs out to obtain signatures and other fill in information in two phases, set up MLS listings and fill in information there, Secure signatures and forward to all parties. I can use any CRM to gather contact information. I can use Docusign, Digisign within SkySlope, Digital Ink, SkySlope, NTREIS (an Multiple Listing Service software), and can load all my own templates. What I want to know is: Has anyone done this already? If you have, I’ll pay you to do it for me!

2
Mercology
3 years ago
A
audiogoBeginner
asked in How Do I

Building Hubspot to Google Ads connection, fields for HS property not populating

Building Hubspot to Google Ads connection, fields for HS property not populating. Anyone know why?  

2
A
3 years ago
A
Anonymous
asked in How Do I

Survey Questions onto Application

What’s up everyone!   I am taking a boring physical application and turning it into a survey through Typeform; but I also want the answers of the survey to go onto the designated spots of the application for recordkeeping sake.  Is there a way I can take the answers and insert them onto a physical document?  Can I scan a document into zapier or some sorts and have the answers go onto the PDF version of It??   Anything would be appreciated!

2
A
3 years ago
A
atester3New
asked in How Do I

Zapier with QuickBooks Online New Invoice Line Items - How to make work?

I am probably missing something very obvious here but any help would be greatly appreciated, as I have been trying for hours. I have a billing statement that uploads to Google Sheets, from there I have it create a 2nd worksheet and under that is where it sums up certain line items to use in QuickBooks invoices.   For example, 2nd Worksheet would have headers such as “Shipping” “Services” “Returns” and under those would be the sum of the total charges of all the rows that had those columns (for type of charge) in Worksheet 1.    Now when I try to create an invoice in QuickBooks Online it says Line Item support and shows line items but it only lets me select 1 line item. Am I missing something?   I have tried using formatter to create line items, I tried using Get Many Rows in the Google Sheets actions to output line items, etc. But I can’t figure out how to properly use them in the QuickBooks Zap to make it actually break the line items out properly on the Invoice. It either break

2
nicksimard
3 years ago
R
rickymundayNew
asked in How Do I

Microsoft Outlook emails - Custom domains

Hi, I’ve just connected Google Sheets to Microsoft Outlook so that when I add a new client to a row in my Google Sheets spreadsheet, the client will receive an automated welcome email.   When I tested the Zap, the email recieved on the client side looks like the image attached, which won’t inspire confidence with our clients.   How can I change this so that the email just appears to ccome from our own domain (inspire-alpine.com)? Many thanks,   Ricky

2
nicksimard
3 years ago
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