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25301 Topics

C
Christina TaiBeginner
asked in Troubleshooting

Squarespace Form - Salesforce Lead - Test Not Working

I get the following error when testing my Squarespace to Salesforce Zap. The Zap test would not go through:Failed to create a create lead in Salesforce (Legacy)[{"message":"you cannot add hrs more than 56","errorCode":"FIELD_CUSTOM_VALIDATION_EXCEPTION","fields":["How_many_hours_a_week_can_you_volunteer__c"]}] When I click on the Troubleshoot Zap button after getting the error message, I get the following guidance from Zapier:Status Code 400 Bad RequestLast updated: 2 years agoProblemYour Zap is likely to be missing a required field, or a field value wasn't in a recognized format. For example, if a field in your action step is expecting an email address, but the value given is a name, the app may return a 400 error.SolutionCheck that your fields are correctly set up and mapped to each other. Please assist.

1
jesse
1 year ago
C
craiglloydBeginner
asked in How Do I

How do I change a Slack bot icon for zaps?

Hello! New Zapier user here. I’ve set up some zaps and bots for Slack, but I can’t find the option to change the icons for my Slack bots. How do I do that? I’m currently on the Starter pack. 

2
jesse
1 year ago
A
Alanis P.Beginner
asked in How Do I

How do I set up a Yes/No text that will respond according to response

So I am trying to use Twilio to send a mass text message to everyone who has a number in our SQL database informing them of how much time they have worked that day so that way they can confirm or decline that time. I want to try setting it up where they can confirm their time and it will update our SQL server or if they decline their time they can state what time they clocked in and out so that way it can be sent to their supervisor. I am not sure if it’s possible to set it up where all that happens and if it gets declined the supervisor could confirm or deny on their end if that employee declines their time. We have our own SQL server that is hosted by a outside source but I already have that connected to my Zapier account as well as my Twilio. I have my SQL server as my first step so that that it can find new or updated rows, and then I have it set to find the needed data and then have Twilio send the text with that data. To simplify what I am asking:After the text is sent, if they a

8
A
1 year ago
robertandrews
robertandrewsBeginner
asked in How Do I

Tool needed: How to pull Google Analytics and other data into a monthly snapshot doc?

A client wants to receive a monthly one-page doc showing items including: Google Analytics highlights for the previous month, inc. items like the following: Top-level site traffic Top content pages Other items, inc Social engagement stats from LinkedIn, Twitter. Upcoming content marketing plans and highlights/initiatives. Google Analytics is my kryptonite.Do any simple tools exist with which I could make a doc/dashboard-doc, drag in some widgets for Google Analytics... and ?This is not just about Analytics. I'd also like to add in some manual/narrative other material, and maybe pull in some data from other software/services, too... eg. I use Airtable for upcoming-content planning, and then there's the social networks.

3
christina.d
1 year ago
E
emilycorriganBeginner
asked in How Do I

How to send an email 10 min before an event start time from a webhook

Hi everyone,The goal of the Zap I’m setting up is the following:A user of our wellness app schedules a wellness session with one of our providers The webhook data for this event includes the event start time, user email, joining link, etc. 10 min before the event start time, I want to send an email to the user email reminding them that they have an upcoming session and sharing a joining linkDoes anyone have a solution for how to delay the reminder email until 10 min before the event start time from the webhook? I haven’t seen a way to do this using a filter step. If possible I’d like to avoid having the trigger come from a Google calendar event instead.Thank you!

1
Danvers
1 year ago
O
OptilyHQNew
asked in Troubleshooting

Zapier failing to pull recent data entries from PostgreSQL for a Shopify App

Hi all,I have an issue with data parsing through on my Zap. Here’s a bit of backstory to what we’re trying to do:Someone installs our FREE Shopify App They either stay on the FREE aspect or enter into a FREE TRIAL of a PAID plan we offer. Regardless, we want to notify a Slack channel when both of these steps occur (or only the free install if that’s all that happens).At the moment, all of our data is stored within a secure PostgreSQL database. The Zap contains one Trigger being, when a new row is created within “plans” in the database, it retrieves the plan name and plan amount along with a customer ID. Next, we use an Action function for PostgreSQL to search within the Users database using the customer ID to locate that customer’s information such as email/store name/location etc. We marry the two steps above and send a Slack notification to a channel that outlines plan name, price, customer ID, their store name and so on. I have successfully set up the Zap and have tested it and all

1
christina.d
1 year ago
H
hmaldonadoNew
asked in How Do I

How do Typeform submissions translate into tasks?

Hello! I need to integrate Typeform to my email marlketing platform by Zapier, I have read Zapier plan's information and I have  adoubt, with "tasks” zapier means “record”? so every task in typeform is a form filled by one user? so if we have 100 filled forms (100 users) will be 100 tasks?Thanks!

1
christina.d
1 year ago
A
Anonymous
asked in How Do I

How to send every lead to multiple agents and track amount of received lead per agent per week/month

Hi there,There’s allot of solutions to distribute leads to different agents (then one lead goes to one agent) but I can’t seem to find an answer to my problem:To send every incoming lead to let’s say 5 different agents (same lead goes to five agents) in for example Region ‘A’ and track how many leads an agent receives in a week / month.Hope you guy’s can help me out. With kind regards,Alex

5
christina.d
1 year ago
H
HashsnapNew
asked in How Do I

How to extract last email thread in gmail?

I want to make zap that below.When I received new email, then push slack message with email bodyBut in this case just want to push to slack Last email thread.For example, I can communicate with customer with email thread, but want to extract most recent email thread and push to slack message. How can I make zap in this case?

1
jesse
1 year ago
A
Akash PardeshiNew
asked in How Do I

Is there a way to embed Gmail attachments so they appear in Notion as files instead of URLs?

I'm trying to Integrate My Gmail to notion but my Gmail attachments shows as a URL in my notion database but I want my Gmail attachments as an embedded file and I want my attachment directly see in my notion database as an original file not as URL. So how should I do this?

1
jesse
1 year ago
M
Manish9New
asked in How Do I

How to transfer data from JW player to Google Sheet

Firstly, is it possible to transfer the existing data of JW Player on a google sheet. Secondly, Zap is created yestuerday but its not showing any data? However our data regularly updates. The google sheet is still blank.  Also, while testing, the test data was not showing all the coulmns, some were missing.

1
Danvers
1 year ago
V
Vividminds QuixyNew
asked in How Do I

How to send message in microsoft teams channel with authorization name and not zapier bot.

Currently as per the belwo image the messages in the teams channel was being sent with zapier bot. We want that the message needs to be send from person for whos the teams accoutn has been authorized during zap creation. Please help me how to achieve this/

1
Danvers
1 year ago
J
JeanneDBeginner
asked in How Do I

Google Drive: search for file, create if doesn’t exist, or replace if does

Hello,I am trying to do the following: When I new video file comes into VideoAsk, I want to find or create a Google Drive folder named for that user’s email (I can do this fine), then upload/create the file into that Google Drive folder using a special numeric code.  I have made that happen.  But then, if someone answers the same question twice in Videoask, I want to replace the file so I don’t get two copies. So the question is, what is the right order of steps to:When an response comes into Videoask,  Find a folder (create if it doesn’t exist) Upload the new file to Google Drive, or If a file with that name already exists, replace it. Somehow I can’t get the right order of steps for that last segment in one zap.  I mostly need someone to explain the logic order here. Like, do I need to build an if/then to this zap?  I would rather not, because I have a few more steps and its my understanding that if you build in if/thens logic (which I have never done) then that has to be the last st

3
jesse
1 year ago
A
AshleyBBeginner
asked in How Do I

Adding Values together in Zapier Storage

Hi,I’m storing values in a Zapier Storage as a list. Is there a way to add all these values together? Struggling to work this one out. 

3
Danvers
1 year ago
D
darmitageBeginner
asked in How Do I

Create Stripe Invoice

There doesn’t seem to be an Action in Zapier for creating an Invoice in Stripe.  I MUST be missing something.  What good is it to be able to create Customers, Products, etc and apparently NOT be able to create an Invoice.  I need to be able to charge the customer’s credit card (which is on file in Stripe) once the service has been delivered.  It would seem that this would be a really common application for Stripe via Zapier.  There is an API call to do this (https://stripe.com/docs/api/invoices/finalize), but do I really have to delve into REST POST calls to do something so seemingly mundane as this?

7
JammerS
1 year ago
R
ReggieNew
asked in How Do I

How to use formatter to convert google map data into unique fields

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.I am using JOTForms to collect location data using the Google Map Locator.The map location data captures all this in one field:--Address: Q9MP+36 xxxxdin xxx, xxxxxProvince: xxxxxxCountry: xxxxxxxLongitude: xxxxxxLatitude: xxxxxxx--How do create an action that will extract values for Address, Province, Country, Lat and Long and store as unique column values in Google Sheets?Thanks in advance for any guidance. 

3
Danvers
1 year ago
K
KuribojimBeginner
asked in Troubleshooting

Zaps are returning SUCCESS status but nothing is being posted

Hey folks, I’m hoping someone can give me some advice here. I’m a fairly new Zapier user, and I’m only posting here after exhaustively searching help articles but finding nothing relevant.I have set up four Zaps:Post Published (Ghost) > Create Facebook PostPost Published (Ghost) > Create TweetPost Published (Ghost) > Create LinkedIn Company UpdatePost Scheduled (Ghost) > Create Discord messageFor all of these Zaps:They are switched on. They are not returning errors (all are posting SUCCESS status, and I’m not seeing errors in the data in/data out logs in Zap History). They seem to be triggering as expected on the Post Published and Post Scheduled actions. They all work correctly when I test them in edit mode.Despite all of the above, I’m noticing that there are no Facebook posts, tweets, company updates, or discord messages being created now. :(I can’t think what the issue might be, since there are no errors anywhere and all of these Zaps work fine when I am editing them an

6
K
1 year ago
J
jamesgerrysNew
asked in How Do I

How do I scrape / grab data from someone's site ?

Hi , how can i Scrap / Grab from a website page when ever they add new content , here is the site from which i want its title date i only need few things , to My Sub Reddit   that site is not mine , i just wanted to Grab The Game Name and Data when ever they add new content to that page 

3
Danvers
1 year ago
M
MindfulMommaBeginner
asked in How Do I

Can I add contacts from FB Lead Ads to a specific form on ActiveCampaign?

I already have a Zap set up to transfer leads from FB Lead Ads into ActiveCampaign. Wondering if it’s possible to update that Zap so that the leads are connected to a specific form in ActiveCampaign. They currently seem to be connected to a general form but I want to track them through a specific form.Thanks!

5
M
1 year ago
J
jMac35New
asked in How Do I

How do I create a Google Doc, have two parties sign it, lock it, then suggest edits to trigger new signatures?

I am looking to create a Google doc and have it signed by two parties and lock then have either party be able to propose/suggest edits and that trigger new signatures for acceptance. Any ideas?  I don't want it o ever be in any other apps so maybe this isn't the best place to ask but I figured I would try.

1
Danvers
1 year ago
P
Phil LeysleyBeginner
asked in Troubleshooting

Zapier changing name of target Google Sheet

Hello all,I am having an issue where it seems like Zapier is repeatedly changing the name of a target spreadsheet.When initially setting up the Zap it was called testing_MEMBER LIST. When I was done with the testing I changed it to just MEMBERS LIST and update the Zap. It worked fairly smoothly for a week or two and then the staff I handed it over to started complaining about intermittent issues. Eventually, she said it wasn’t working at all.I reached out to Zapier support and they “helpfully” pointed out that the Zap was pointing to testing_MEMBER LIST while the Google Sheet was called MEMBERS LIST. I was confused as I could of sworn I changed it all, but diligently update the Zap to the correct Google Sheet target, activated it and then updated the Google Sheet in such a way as to activate the Zap.I just came back to check a couple of days later and 1-2 of the rows were moved on the Google Sheet and around 11 that should have, were not. I then went back to the Zap and low-and-behold

6
AM-GC
10 months ago
M
MohsinNew
asked in Troubleshooting

fetch CRM data to google spreadsheet

Hello Everyone,I have set up an CRM for my business. Now I want to use that data for visualization in PowerBI. I have used “Leadconnector” to get data from CRM to spreadsheet.Issue:If a new lead generated in CRM then it is perfectly fetch from CRM to spreadsheet. But whenever I modify/Update that lead it will not fetch to spreadsheet. Ex -  New Lead is  Name - David  Stage - Hot Lead  When I update that lead from Stage Hot Lead to Appointment booked  Stage - Appointment Booked  It will not fetch that data into spreadsheet. If anyone have Idea regarding that please help. Thanks

1
Troy Tessalone
1 year ago
sara-mytrucking
sara-mytruckingBeginner
asked in Troubleshooting

Intercom “Find or Create Company” action is not creating the Company

Hi there, Am wanting to setup integration from WP Forms in wordpress to send signup details in form to intercom. Create person and company. Currently it creates person, but no company. Anyone have any ideas here? The Zapier integration isnt working.Thanks,

9
SamB
Community Manager
7 months ago
A
American Red CrossNew
posted in How Do I

Is there anyone who has linked Calendly to a shared Google Sheet?

It’s simple.I already have my events built with only a few simple questions asked in Calendly.Now, I just need help to efficiently bridge/link these 2 Apps.I need to make sure that all my Events, when filled out by our volunteers on Calendly, properly populate the cells in a shared Google Sheet detailing which volunteers fill each slot in a Parking Lot Duty Schedule.Has anyone linked Calendly to a Google Sheet? 

1
GetUWired
1 year ago
S
SheilaBeginner
asked in Troubleshooting

Names/tasks are not added to ClickUp when a new MemberVault user is added to a product.

Hi, I have set up zap to create a ClickUp task when new MemberVault user is added to a product. Every time I run a test, it works and does not give any error. But names/tasks are not being added to ClickUp.Anyone can help? Thanks!

3
jesse
1 year ago
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