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25496 Topics

J
JludfordNew
posted in How Do I

Submit a workflow form in Slack and export to a Google Sheet

I am trying to do something similar. I want users to be able to submit a workflow form in slack, and then Zapier to take the output of the form sent to a slack channel, and export to a Google Sheet.  Currently instead of exporting sections of the Slack workflow into different columns, Zapier dumps it into a single cell in the Google Sheet..

2
J
3 years ago
M
MSKrishnanBeginner
asked in How Do I

How to attach the doc created in a GoogleDoc step to a Gmail step that follows.

Hi,I am new to Zapier and my apologies if this is a very basic question.I am creating a zap with three steps:Trigger and capture assessment data  Create a new Google Doc from a template and write into a Gdrive folder. The Share Preference is set to Anyone With The Link Can Edit. Send an email with the doc created in the above step as attachment, using GMail.Steps 1, 2 work perfectly. Doc created in GDrive folder.What do I put into the Attachments field so that the doc is attached to the email ?I tried searching for a similar request herein and did not find any. Any pointers, tips would be helpful. Thanks

2
M
3 years ago
M
MasseraNew
asked in How Do I

Trying to create a zap between Microsoft Outlook and Excel but can't find the table in the drop down. How to fix this?

I’m just getting started on zapier and setting up my first zap but finding it a bit confusing. I’m sure this is just because I’m technologically challenged but could anyone help me figure this out? I can’t find the table (s) from the excel worksheet I’ve selected in the dropdown. How do I fix this? 

2
nicksimard
3 years ago
M
MofoBeginner
asked in How Do I

automated emails using 10to8

Hi all.Very new to zapier, so still navigating my way around.Anyone know how I send automated emails before and after appointments in 10to8?I've connected 10to8, all looks fine, currently using it to connect 10to8 to activecampaign.But have no clue as to how I add my chosen email of choice?Totally confused.Many thanks. 

2
M
3 years ago
K
kmancusiNew
asked in How Do I

Seeing "Array buffer allocation failed" trying to upload a file

I am setting up an integration from my Google Drive to Widen CollectiveWhen I go to test my integration, I receive the error, “Array buffer allocation failed” but there are no console logs associated with it. Any ideas on how to rectify this?

2
nicksimard
3 years ago
J
Jason at DG FundingBeginner
asked in How Do I

Overwrite email in Salesforce with blank/null value?

I’d like to delete an email address from a contact record in Salesforce if I get an undeliverable.  Is there a way to force a null value into the email field to effectively delete it (on “Update a Record” action on Salesforce)?  If I use double quotes, “Null”, etc I get an error… if I leave the field blank, it doesn’t overwrite it (probably a good thing!).  Thank you! 

2
nicksimard
3 years ago
SrAxi
SrAxiBeginner
asked in How Do I

Use Zapier with my own backend for subscription payments

Hi!I’ve been reading but I’d rather ask to have more details.I’m building a SaaS business, I’m building the backend myself with NodeJs. I was wondering if I could use Zapier for integrating easily with Subscription payment apps such as PayPal or Stripe.And if so, what would the user experience be? They’re redirected to Zapier or to PayPal/Stripe?Did any of you attempt something similar, and if so, do you have any advice?Thank you very much, I just want to be sure before diving into this, time is crucial.Cheers!

2
SrAxi
3 years ago
M
Mr-JBeginner
asked in How Do I

Zoho Mail > Airtable Zap not matching search

I have a Zap set up to transfer specific emails from Zoho Mail to Airtable with a matching search of “from:noreply@company.com”, but the search term is not being applied and all emails are triggering and being sent to airtable.The zap works correctly in every respect except for the search filterAny ideas why the search is not being applied?

2
M
3 years ago
A
agsteeleBeginner
asked in How Do I

Creating a Zap tosend a document to Evernote

I’m trying to workaround some changes to the Evernote program I use regularly. What I need to do is trigger a zap that would put the document (eg a PDF of DOC file) into an Evernote note.I’m struggling with the first part - triggering a zap when a document appears in a folder in Windows 10.Anyone have any insight?

2
A
3 years ago
N
nico8a54New
asked in How Do I

How to match radio options from jet engine to mailchimp tags or groups?

Hello,I want to connect a checklist options from jetforms into a tag in mailchimp.I have the feeling that it might be related with Audience fields and *|MERGE|* tags, but I can´t figure how to do it.I would like “sanitarios” to be tagged in the subscriber info.Any help?

2
nicksimard
3 years ago
G
GonnadoBeginner
asked in How Do I

Post message to Slack Channel with custom Channel Name from HubSpot Ticket Field

I would like to send a message to a slack channel, when a ticket is created in HubSpot. On the HubSpot ticket I added a field called “Slack Channel” and added the name of the slack channel associated with this ticket/customer. When creating the Zap, in the step “Customize Channel Message” in the field “Channel” I have the option to choose a “Custom” channel. This is what I want. But I can not see my field “Slack Channel” there in the available fields from the HubSpot ticket. There is a field that I can choose in Zapier that is called “1. Property String“, which sounds good, because I would like to use the string from the field “Slack Channel” but if I choose it, I can’t define which field from HubSpot ticket to use. Any idea, how I can use the string from the HubSpot ticket field “Slack Channel” as custom value for the Slack channel name to post in?

2
steph.n
3 years ago
C
Christina TaiBeginner
asked in How Do I

Squarespace to Salesforce Integration - Web to Lead - Avoiding Duplicate Records in Lead Object

I have a Squarespace website that has a Zap connecting 4 different webforms to a Salesforce org. Each different form submission data is going to the Lead object as a new record. I am not able to consolidate the online forms to one due to nature of the data that needs to be captured from each one. Each of the 4 webforms is regarding a different topic. Due to which web form that is being used, the form data has to populate into a specific Lead record type. Please tell me how I avoid Lead record duplicates as they come in, since a person filling out the online forms can fill out a web form more than once.Please assist, and thanks!

2
C
3 years ago
E
eqgoddessNew
asked in How Do I

adding a buy button to a zap to allow customer to purchase through Twitter

I have a Shopify account. I also have a Twitter accountl Shopify now allows the connection of those two accounts for selling via Zapier. I can get all the information into Zapier to create the Zap, but I don’t know where to place the buy button to purchase.Help

2
jesse
3 years ago
C
CDInsiteBeginner
asked in How Do I

Map field (Formstack to Quickbase) with different names

Hi,Transfer data (a booking form) collected in Formstack to my QuickBase APP.  The name of the fields are not the same. Formstack form language is client friendly where as QBase fields are for internal use and abbreviated.Is there a way to label “code” the fields so I can  match them?Very new to this, a small business owner trying to change how things are done in this new world we are in. Thanks in advance  for your help!Carolyn  

2
C
3 years ago
H
hank3rdBeginner
asked in How Do I

Need to be able to suppress null items.

I am working on a script for where I want to pass order information. I am supporting up to three order items. The issue is if there is only one order item, blank values are still being passed for the two other items, creating blank rows. Here is what I have so far:const options = { url: 'https://edapi.campaigner.com/v1/Orders', method: 'POST', headers: { 'Content-Type': 'application/json', 'Accept': 'application/json', 'X-API-KEY': bundle.authData.ApiKey }, params: { 'ApiKey': bundle.authData.ApiKey }, body: { 'EmailAddress': bundle.inputData.EmailAddress, 'OrderNumber': bundle.inputData.OrderNumber, 'PurchaseDate': bundle.inputData.PurchaseDate, 'TotalAmount': bundle.inputData.TotalAmount, 'Items':[ {"ProductName": bundle.inputData.ProductName, "SKU": bundle.inputData.SKU2, "Quantity": bundle.inputData.Quantity, "UnitPrice": bundle.inputData.UnitPrice, "Status": bundle.inputData.Status}, {"ProductName": bundle.inputData.Pro

2
Liz_Roberts
3 years ago
B
BimsBeginner
asked in How Do I

Formstack & Google Docs

Hello,I have a formstack form which generates a PDF using Formstack documents (formerly webmerge) but I was wondering whether I could generate goggle doc from the submission. Reason is, Formstack + formstack Documents is proving to expensive for us, especially during this period - so I’m looking for an alternative way to accomplish the same task.Any ideas?

2
B
3 years ago
I
ImpactPartnerBeginner
asked in How Do I

Adding Appointment or Registration to Calendar

I have been tasked with automatically adding an event to a leads calendar for webinars or in-person courses. Is this possible, or would I need to set this up for Gmail and Outlook individually per zap? Thanks Team!

2
Liz_Roberts
3 years ago
D
Deepak PatilNew
asked in How Do I

Possible to integrate with Zoho CRM India with QuickBooks India?

What to do to work integration of Zoho CRM India with QuickBooks India?

2
AndrewJDavison_Luhhu
3 years ago
N
ndsds95New
asked in How Do I

Create Google Sheet in Specific Folder in "My Drive"

Hello, I’m having trouble to create a google sheet in a specific folder. How my team uses this is through a new record in airtable as a trigger. Once it detects a new record, we want to create a google sheet that is shareable, in a specific folder.I’m having trouble in specifying the folders in my Google Drive. It stops at the main dashboard of my google drive but not to the specific folders in it. Appreciate any help! 

2
AndrewJDavison_Luhhu
3 years ago
Z
zixinNew
asked in How Do I

send twilio sms based on contents in csv

I have a CSV file that comes in via Slack every morning, in it with the following columns.phone_number name date_of_appointment time_of_appointmentI am looking at sending out Twilio SMSes based on the content of the SMS. So it will look something likeSend To: phone_numberContent: Dear {{name}}, we look forward to seeing you on {{date_of_appointment}} at {{time_of_appointment}}. Thank you.

2
AndrewJDavison_Luhhu
3 years ago
A
ArturNew
asked in How Do I

Calendly to Mailjet - send an utomated email at specific time of created event in Calendly

Hello, Is there a possibility to create this type of event? After client is booking a meeting at specific time - mail will be sent at that time (not immediately after booking).If it is not possible with Mailjet - do you know any other option to do that or any automated email campaign tool ( Convertkit, ActiveCampaign etc)

2
andywingrave
3 years ago
S
Sanjay RavalNew
asked in How Do I

Date not appearing in dd mmm, yyyy format in google sheet

I am trying to get data from Recruitee to Google Sheet, and everything works fine. But the date I am not receiving in the format I am looking for which is “dd mmm, yyyy”. I use Zepier date format app too. The date I am receiving in 8/17/2020 6:45:14 format.  

2
andywingrave
3 years ago
S
Sanjay RavalNew
asked in How Do I

In google sheet, I want new row to appear above previous row

When I add new row in my google sheet, the row gets added to bottom of previous row. But I want the new row to get added above the previous row. Any idea, how to do it.

2
AndrewJDavison_Luhhu
3 years ago
R
rebootNew
asked in How Do I

Trigger on wordpress new user not working

Hi, I was creating my first integration for wordpress, The trigger is applied when a new user is created, the test flow is working fine, but when I create a user inside wordpress, the zap is not getting triggered. Can anyone help?

2
AndrewJDavison_Luhhu
3 years ago
N
Newbie13Beginner
asked in How Do I

Exploring Apps

Is there a way to explore what data, in it’s entirety, is available within an app before setting up a Zap? I would just like to know what all is available first.

2
N
3 years ago
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