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Hi team!Im currently setting up Zaps between Dubsado and Flodesk. The goal is to be able to move client's emails from Flodesk’s segment to segment depending on the journey ie. They are in the LEADS segment when they enquire, BOOKED CLIENT when they pay deposit and then PAST CLIENT once their event is over. I have set up the first two zaps successfully but unfortunately, there are no trigger options for Dubsado once they’re a job. The trigger for when a "Project status is updated" is for any status change-- I can’t see any filters to choose which status? Help!
I’m trying to create a simple workflow which converts an article from Pocket into a PDF (using PDF.co) and then save in Google Drive.The problem I’m having is there are rendering inconsistencies from article to article. I understand this is because the Zap is setup to just pass along the article URL. Is there anyway to export the actual minimized formatting which Pocket creates from the URL? This would I would have a consistent layout and font size for every article which is exported.Thanks for any help or guidance, I signed up for Zapier basically just to get the Pocket PDF export working.
Hi. I am currently using Airtable, Zapier and PDFfiller to automatically fill in PDF templates and create offers.When a new row is generated in Airtable, the information is sent with Zapier to PDFfiller, and I create the PDF.I take the created PDF back to airtable and insert it in a new column, and then send it by email to the client.The new task I need to do is send the client a filled out PDF, but also with a signature field, so they can sign and return it.I don't know how to do it with the tools I have. Any ideas?Thanks!
Hello. Forgive me if this is obvious, I am brand new to Zaps, in fact this is my first one. During testing, I thought I had it figured out, but in the overnight hours, it just failed. Basically the Zap says, on a Registration to Livestorm Webinar, add people into Dynamics as a Lead if they don’t exist. First, look for a Contact (by email address), if there is no Contact look for a Lead (by email address), If there is no Lead create one. That is where I am getting this error. Got 400 calling GET https://ubcrm.crm.dynamics.com/api/data/v9.0/leads?%24filter=emailaddress1%20eq%20'xxxxxx.xxxxxx-xxxxxxxxxx.xxxx.xxx'%20and%20companyname%20eq%20'NASS'%20and%20firstname%20eq%20'xxxxxx'%20and%20lastname%20eq%20'xxxxx'%20and%20fullname This post has been edited by a moderator to remove sensitive information. Please remember to remove any personally identifiable information prior to posting as this is a public forum. Zap help suggests that it s looking for required fields that are not filled in
On this topic:SumikoErik said:I’m trying to set up a zap based on a given pushed Slack message.It seems intuitive enough, but when I try to set it up, the information in the picture below comes up instead of my actual information. In Slack, when I push the message, it appears to go through as normal and gives me the confirmation in Slack, but it never shows up in my zap. Instead it gives me this information and will never find anything else when I push them. If the zap is turned on, it triggers everything else in the zap, but I can’t gather information from the pushed message itself. There are probably ways that I can move around this, but it seemed strange.I did a search and didn’t find anything that seemed like a match. Information passed to the zap, but not information that I sent. I have a Slack and Zapier subscription… I have the same issue. Can you help ?! Thank you!
Hi Everyone,Zapier made it possible for us to scale during corona, however now we are facing some problems with the tasks our humans have to do. It is time to get rid of the spreadsheet planning, but I can not find good software that currently fits our needs. Perhaps someone here knows software that fits it perfectly. Some background:We do dog training in the Netherlands, the online (and some offline) things are setup great with tools like Zapier, ActiveCampaign, Webinargeek etc. However the planning part is still time consuming, currently we use a spreadsheet to plan everything and I believe that this can be improved. So we offer online workshops that last about 2 to 4 hours. These are ‘one off’ so they are not in a series. Next to that we also offer offline courses, these start with an online theory class about dog behavior etc and then there are 6 offline in person lessons of 1 hour each week for 6 weeks (we reserve 8 possible dates incase something happens). What are we looking for
Hi, I’m currently planning my first “large” zap - when I say Large, we’re talking about hundreds of steps over a period of 3 or 4 months. I don’t know if it’s best practice to use 1x master zap utitilizing paths etc that contains it all, or lots of smaller autonomous ones where possible - so Zaps linking to Zaps. Would welcome advice. It’s not a kick-arse complex one, just lots of time and delay rules etc and triggering of other apps like Keap and Email, Todoist etc etc
Hello all, I am a student who is now doing an assignment for a module. Being a first time Zapier user and never touched on any automation stuff before, I am facing a roadblock.I am doing a prototype for a chatbot that will update customers' status on google sheets.The flow is this: Customer enters reference number on chatbot The chatbot will trigger Zapier to check against Google Sheet for matching reference number Zapier will trigger the chatbot to prompt the customer for the corresponding email address Once the customer enters the email address on the chatbot, Zapier will trigger a check on the corresponding line on google sheets Once the reference number matches the email address, an one time password will be emailed to the email address, and the chatbot will prompt the customer to check the email and enter the one time password The customer will enter the one time password, and if the password matches, Zapier will update the customer status by inputting a standard text in
I apologise in advance as I am sure my issue relates to the “section” between the chair and the keyboard!I have set up a zap between Gravity Forms and ClickUp that when a new form submission is received a new task is added to ClickUp.I created a template in ClickUp for the task field names the same as in Gravity Forms.When I test Gravity Forms, the data is displayed. But when I test the ClickUp New Task, while it test is successful and all sections/steps have green ticks, the fields are listed but the data hasn’t been been added. I have obviously missed something. Would anyone have some suggestion as it what I might be missing?Many thanks,Robyn
A friend of mine and I use Discord to write books together. We prefer it to a Google Doc because the chat function is more convenient. I created a bunch of different channels and had them linked to different Docs in my Drive. Only two are still working. Additionally, when I tried to add new channels and link them, I keep getting an error message from Zapier that says “We’re having trouble finding ‘Document Name’ data (the app returned :File not found:)” when I try to add a doc from my Drive account. I looked at the steps for the zaps that still work and they’re still connected, but I cannot make a new connection or repair an old one. Anyone have any ideas for me? Thanks!
After being frustrated with the lackluster practice management solutions available, I’ve decided to build my own and Zapier has been helpful in its execution. I’m looking for a task management solution that has the features I need so that I don’t have to code myself. And while there are so many apps out there, I haven’t yet found one that has this specific feature and I’m hoping this community can help. I have 3 different appointment types: A, B and C.Each one requires a different set of timed activities. So for instance:The A appointment is made. Task A1 (an introductory email) should initiate right away. Task A2 (contact 3rd party) should happen right away too. Tasks A3 and A4 should happen the day after the appointment date. Task A5 should happen 1 week following the appointment date and so on. Creating a separate task for every thing involved is messy. I’d prefer each item be part of a checklist within the greater ‘A’ task. No worries so far. Trello and many others seem to manage
I would like to request a feature! Here is what it is. Many times when using “Paths” as a function, the various paths are all very similar with a couple of minor changes. What I would like - is the ability to take one branch of a path, and copy/paste it to be the second or third option of the path instead of having to go re-make every step in the path over again. This would save a ton of time! Thanks!
Hi All!I have my Calendly account integrated with Marketo. I was wondering if I could create a zap per calendar event I have set up. Some of the calendar events will have a different lead source & lead source detail associated with them. Currently I only have one zap set up between Calendly and Marketo - meaning that all new leads created will end up with the same lead source & lead source details. Any chance I can create a new zap with each calendar event I create? Or does it not matter since its a single API between Calendly & Marketo.
Allow drag and drop of existing zap steps into the Paths area.If a zap is created and half way through the user realises that the zap needs to branch, it would be great to be able to use some of the existing steps created that equate to one path leg. Currently, these must be deleted and recreated after Paths is added in.
Hello everyone,I'm trying to sync my salesforce to a Shared Plan on Teams to create tasks automatically on the To Do from Salesforce for a group of people.The problem is that on Zapier, I can only generate these tasks on my personal To Do and not on the Shared Plan.Has anyone encountered this problem and have any tips for generating tasks on a Shared Plan? Thank you in advance,Marion
Hi! I am trying to set up the following Zap: Update Zendesk ticket when Hubspot property change, but I am having trouble defining which tickets need to be updated. Specifically: Action: Find ticket in Zendesk - after my trigger (i.e. contact property updated in Hubspot) I want to start by looking for tickets in Zendesk associated with the Hubspot user whose property was updated. How should I write that query? Should I just pick the email-parameter from Hubspot (see image) or am I missing a piece here?
Hello Everyone, I am looking for a way to automate email replies through AsanaI have already set up a flow when a new email comes to Outlook a new Task to be created on AsanaNext step i am looking to intergrade is to be able to selectively sent an email by commenting on a task probably using a tag. No1: To send ONLY one comment - not all the task No2: To send multiple sections of a task. Subject / Description / Comments / Attachments etc Please help if this is possible with Asana and Outlook
Hi, I am currently getting multiple values from google sheets, and running a loop action after that. Currently I am only able to query on one or two google sheets columns, however I would like to query on more columns, any one know how to do that? My get around to this currently is using a filter after retrieving multiple rows. This however causes inefficiency in my zap due to multiple iterations that are being always filtered.
I am a new potential user. I have a webform that gets submitted to us with set body information taken from the web form that tells me what location store the issue is at.. Inside the body there is going to be a location of a store. We have 10 different locations. What I want to do is to grab the outlook email, and forward this to their right location store manager email address that I set, based on the location city in side the body of that emailIt needs to recognise the website reply to email so it knows only to zap those emails in my inbox not other emails. example of what is in the body of email: Store Purchased From: Osborne Park Or Store Purchased From: Gisbourneor Store Purchased From: Delaware etc etc So “if” email is from “this set email adress (website form)” and has inside the body of email this “location” then forward that email to “this email”
Hi there, For our Ecwid online store, we want to trigger a new enrollment in our LearnDash Course. The actions for LearnDash look good, but the triggers for Ecwid only allow for ALL ‘paid orders’, rather than a specific one. What we want is when Item1 has a confirmed paid order, enrol in course one, and when item2 has a confirmed paid order, enrol in group one - but it doesn’t seem the Zapier Ecwid actions allow this. Am I missing something? Is there some way to do this?
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