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15891 Topics

N
nicoleoctaneNew
asked in How Do I

Multiple Opportunities Closing at Same time for Same Account - Salesforce

Hi Everyone! When we win opportunities in Salesforce, I currently have a Zap set up that displays the Closed Won Oppportunity in our team’s Slack Channel. Most of the time, there are multiple opportunities won at the same time for the same account though, and it appears Zapier is only displaying the first one closed won right now. We are wanting it to show both Closed Won opportunities on the account at the same time. However, not every account will have multiple closed won opportunities.  Is there another step in my Zap that I should add to do that? Thanks!

1
Liz_Roberts
Community Manager
2 years ago
E
etecnicNew
asked in How Do I

Connect leadfeeder, RocketReach and zoho CRM

Hello every body,I have a trial account in Leadfeeder, RocketReach and Zapier The company has trying 3 tools for automatic zapings. When  I receive a new lead in leadfeeder this send Lead to Zoho CRM    OK (AUTO)When quality of lead is low (MANUALY) I go to RocketReach to search Persons related with Leadfeeder LEAD found it.If I found persons then I COPY AND PASTE the contacts to LeadFedd and ZOHO CRM   (MANUAL) Is posible do this automaticly?LeadFeed > New LeadRocketReach > Search people relatedPeople FOUND > Save People to LeadFeed and Zoho CRM Thanks  

1
Liz_Roberts
Community Manager
2 years ago
T
ThunderstarterNew
asked in How Do I

How to export and upload a file as a .csv

Hi, I’m new to zapier. I have a Zapier integration with a cloud based system called Arlo. It is exporting data fine into Zapier.  Zapier then sends this data to MS Excel 365 into a spreadsheet. This Spreadsheet then uploads to Brick FTP. All fine. however the format the excel file is uploaded to is .xslx Our internal sales and accounts pacakage requires this file to be in .csv format in order to pull the file in from Brick FTP. Is there any way in which I can convert the .XLSX file to CSV? there does not seem to be a way to convert it. I have seen another post where it suggests to use Google Sheets and make the sheet publically accessible for the ZAP to be able to see the document and convert it, but this concerns me as the data we are handling contains customer information and needs to be securely handled. Thank you for any tips/suggestions. Regards Dan

1
Liz_Roberts
Community Manager
2 years ago
E
ethanlangNew
asked in How Do I

Google Sheets: will only write values to the first column

Hello All, I am trying to create a zap that will create a new sheet in a google sheet, add column headers, then write in several steps in the rows below.  This zap is hooked up to our project manager software Trello and is triggered by the creation of a new project. My zap will run when a new project is created, it creates the new tab in the google sheet, adds 5 columns as headers, but then fails when it tries to create rows of data that are the subtasks of that project.  I am using one action to lookup the data in Trello and it returns a JSON of the “checklist data”. From there I have tried multiple processes like converting to text (as line items), running the utilities Line Itemizer, and feeding the JSON directly to the Create Speadsheet Row in Google Sheets Action. Each attempt this step fails if I tell it to write to multiple columns. However it runs fine if I just write to the first column.  The error it gives me was The spreadsheet row could not be sent to Google Sheets. The

1
Liz_Roberts
Community Manager
2 years ago
J
joshuajebarajNew
asked in How Do I

How create Jira ticket based on the reply to zapier bot by the user

I have created the Zappier action which send me personal message whenever certain text appears in the Slack public channel I want to create the action where when I reply yes zappier slackbot message the JIRA ticket must be created     For example when someone mentioned my name in the general slack channel the bot notifies me that someone mentioned you on replying yes to the message send by the bot its should perform certain action(creating JIRA ticket in my case)

1
andywingrave
2 years ago
M
mindypNew
asked in How Do I

Google Calendar - Pull Tomorrow's Events into Trello

Ok I’ve racked my brain on this and I am stuck.   I would like every day at 12:01 am to search my google calendar and create a trello card for every event I have comming up the next day. If its not possible to run it at a specific time, could I do something like grab all events where start date is tomorrow but not beyond the end of tomorrow.I can’t figure out how to do this, i’ve tried a million ways it seems. Thanks smart people.

1
andywingrave
2 years ago
N
nicoleoctaneNew
asked in How Do I

Salesforce Opportunity Creation with certain Type Slack Message

Hello, I am needing to send a message in a certain Slack channel when an Opportunity is created in our Salesforce instance with the Opportunity Type = Cancellation. I had it set up to send when the Opportunity Type was Updated to Cancellation, and that was working, but it stopped working correctly.  Would it be possible to have two Zaps going into the same channel? When a new Opportunity is created in Salesforce with Opportunity Type = Cancellation When an existing Opportunity is updated with the Opportunity Type = CancellationIf so, how would I set those up? I am new to Zapier; I inherited the Salesforce pieces, and am trying to learn! Thanks!

1
andywingrave
2 years ago
A
anuragBeginner
asked in How Do I

Can I add multiple emails in one particular zap?

Hi, so I wanted to ask if I can add multiple business accounts in one particular zap integration. For example if I create a zap between gmail and sheets can I have multiple emails simultaneously enabled in this particular zap? 

1
andywingrave
2 years ago
A
Andrew GasperBeginner
asked in How Do I

Podio Zap runs then delete the email in my field

This is my first request in Community, so be patient with me if I don’t get you everything you need.  Trigger: Item updated in PodioAction: Send an email with attached PDF through Gmail. Problem:  After the Zap successfully happens, the email in my Podio email field is wiped out.   How do I prevent my email field from being deleted after the zap runs?  I appreciate all your help! TIA! 

2
A
2 years ago
S
scottylipNew
asked in How Do I

Reply to existing Gmail message

When someone posts in a specific Slack Channel, I want it to email via Gmail and I have this step down. I included TS (which I believe is unique) in both the subject and the body. Went Slack to Path Path A = if TS does not exist Send new email (good up to this part)   Path B, I want to reply to the original email if the TS already exists (someone replies to the thread). There is a find email option but that kind of dead ends after it finds an email. There is also a Reply to email option but not sure how to create a gmail search thread here and coming up dry on Googling this.

1
Danvers
Community Manager
2 years ago
M
MarcoBeginner
asked in How Do I

CognitoForm Voice Update

Hi There,How it’s possible to update a CognitoForm voice?Thanks

3
Danvers
Community Manager
2 years ago
P
PranavNew
asked in How Do I

zap configuring

i want to integrate my zap between get response and instamojo, but during testing a trigger, they are showing couldn't found payment? what is meaning of it?

2
Danvers
Community Manager
2 years ago
Davidh88
Davidh88Certified Zapier Expert
asked in How Do I

Moving Excel Data Around

I have a JotForm delivering data into an excel sheet. The excel sheet has multiple sets of columns that represent different products.  For example Column A-F are contact info, Column G-K are product 1, Column L-P are product 2 etc. I want to update a sheet to have 2 row, each with data from A-F and then G-K and a different row A-F and L-P. Any suggestions?

4
Danvers
Community Manager
2 years ago
A
AlicePepNew
asked in How Do I

Personalised email reply and custom zap according to selected Typeform fields

Hi,I have two things I am struggling to configure and would be grateful for any advice.I have set up a zap so that when I get a new Typeform entry it sends a new email via Gmail.The first issue is I’ve hit upon is figuring out which field in the zap allows me to include the first name of the respondent, so that the sent email is personalised. I’ve included a screenshot of the zap fields for reference.And secondly, if it’s at all possible for a custom email to be sent based on certain entries selected in the Typeform.Also included is a screenshot of the Typeform question to illustrate how responsents can select which event date(s) they are interested in. The ideal would be to send an automated custom email based on the event(s) selected in Typeform. Is that at all possible?Thanks so muchAlice

1
ForYourIT
2 years ago
H
HughBeginner
asked in How Do I

Batching data export in one zap

Hi There, I want to send a batch of orders three times a day from shopify to my sequel program.  How can i set up a zap which lets me send through a batch of new orders at different intervals throughout the day, and not repeatedly send through the same orders from ealier? I’d really appreciate any help with this. Thanks in advance :)

3
H
2 years ago
E
erooneyNew
asked in How Do I

ActiveCampaign and PayPal?!

I have a membership with three different payment options for joining (monthly, annually, and forever access). Someone from AC helped me create a zap so that new buyers will be automatically added to AC after purchasing, but I’m unclear about whether or not I need a zap for each tier of the offer or if this one zap can distinguish between various purchases and tag people in AC accordingly?I also want the new customers purchase value to be tracked in AC and for them to be added to a welcome series automation. Do I need a different zap for each of the three tiers or should one zap do it?

1
ForYourIT
2 years ago
J
JelleBeginner
asked in How Do I

activecampaign find contact

Hi everyone, Im trying to use zapier to get data from a contact in activecampaign but it only displays general details (email, name, phone, creation date, id) while i have way more fields then this. Is it possible to get more info from a contact?

3
Davidh88
2 years ago
B
bobmichieBeginner
asked in How Do I

Outlook Email address update delimiters

What is the delimieter to specify multiple email addresses in the update contact form    

2
B
2 years ago
R
RedShirtBeginner
asked in How Do I

Cvent Contacts and Attendees

As anyone used Zapier to push contact and attendee data to Cvent? I only see a “Find a Event Registration”.  Is there something I’m missing?

1
Liz_Roberts
Community Manager
2 years ago
J
jburnardNew
asked in How Do I

Help a newbie format a date and time in a spreadshet?

Hello everyone, I’m new to Zapier and I’m a bit overwhelmed!  I have a zap set up that when a lead is submitted via a Lead Form on Facebook it drops in name, email, phone to a google sheet.  I also have it drop in the timestamp info. My question is how can I format that date and time?  I see there is a “Formater by zapier” but I’m confused as to how to target the date in the spreadsheet with that app. Any help is very much appreciated!

1
Liz_Roberts
Community Manager
2 years ago
Brandi
BrandiBeginner
asked in How Do I

Change email address associated with Zapier Community

Hey, Zapier! I’d love to change the email address associated with the Zapier Community so I get topic updates to my new email address. I’ve updated my email for my actual Zapier account, but keep getting topic updates sent to my old email. I don’t see an option in Settings/Profile Settings to update this. Can y’all let me know how I might change that?

1
Liz_Roberts
Community Manager
2 years ago
S
SusanNew
asked in How Do I

Constant Contact: couldn’t find a contact

We couldn’t find a contact Create a new contact in your  Constant Contact (email) account and test your trigger again.

1
Liz_Roberts
Community Manager
2 years ago
M
mruchatNew
asked in How Do I

Question importing Email into Google Sheet

I am looking for a way to import Orders from a Shop (without zapier integration) into a Google Sheet. I managed to import the email to the google sheet but all informations are in one field in the google sheet. I would like to fill every line of the email into one field of the google sheet. Is this possible? Can you link me to any guides/tutorials?

1
Liz_Roberts
Community Manager
2 years ago
C
CraigNew
asked in How Do I

Convert to Markdown

There is a cool chrome extension called CopyCat that allows you to copy text from a webpage and convert it to a different format: https://chrome.google.com/webstore/detail/copycat/khbjeknhjcdbijopmdbnjpncellpbjhf?hl=en Recently, my company blocked this extension, so I’d like to try and recreate some of the functionality with Zapier. I want to copy a link address from a webpage and convert the format to Markdown so that I can paste the formatted link somewhere else.  For example convert https://en.wikipedia.org/wiki/Hyperlink to [Hyperlink](https://en.wikipedia.org/wiki/Hyperlink)   SImple idea, but I’m not sure how of if this is possible with Zapier.  Any suggestions?

1
Liz_Roberts
Community Manager
2 years ago
G
GreglatNew
asked in How Do I

Which App enables Amazon fees to be exported to Wave accounting or Freshbooks?

Hi there, Today I registered to Wave, a free cloud accounting system, and created a zap using the Amazon Seller central app in connecting to my Amazon account. I successfully exported my last sale, but it doesn’t seem to export any Amazon fullfilment or PPC fees. Do you know if there is a different App that is required to do so or if it doesn’t exist? Any other suggestions or alternatives are welcome. Thanks,

1
Liz_Roberts
Community Manager
2 years ago
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