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25735 Topics

B
bryjoBeginner
asked in How Do I

How do I delete a transfer?

Today I spent some time exploring the new Transfers capability in Zapier.  Now I have some garbage Transfers I’d like to delete.  Where is the Transfer delete option?

7
Danvers
1 year ago
N
noobieBeginner
asked in Troubleshooting

Zap does not trigger: WordPress blog post to Facebook

I have tested the zap for published post on my WordPress to push to Facebook page as a status update with an excerpt, and this works perfectly (as a test)however, when I actually create a new post, the zap does not trigger period may I know what could have gone wrong?

4
Danvers
1 year ago
T
TrengoNew
asked in How Do I

Send out automatic email when an attendee hasn't joined Google Meet after 5 minutes of Event begin time.

Hi Zapiers,We’re trying to automate our customer interview recruitment process. This is how our current process looks like:We use Hubspot as our CRM for audience management. We use Appcues to recruit customers directly from our own application. We use Calendly to schedule interviews with our customers in our agenda through Google Calendar. We use a combination of Calendly, our own application Trengo and Hubspot for communication with our customers.When an interview is scheduled with an customer, Calendly automatically sends out an confirmation email with their information and add the event to the customers and our Google Calendars. A day prior to the event an automatic reminder is send out through Calendly. As an extra step to prevent no-shows for interviews we want to send out a message 5 minutes after the event begins and when the customer hasn’t joined the meeting yet. Details: 1, 2 or even 3 team members (1 main interviewer and 1 or 2 observers) join the Google Meet as attendees. 1

1
Danvers
1 year ago
R
Ripe GlobalBeginner
asked in Troubleshooting

Zapier doesn't get correct data from Hubspot

Trying to make an SMS reminder workflow with Zapier  as Trigger when the contact properties changedbut at the “Test Trigger” step, the data returned is not correct (I checked on Hubspot Contact Database to make sure).  Is Zapier getting the wrong data or is my setup incorrect somewhere?  

5
PaulDavidson
1 year ago
J
jackstellar
asked in Troubleshooting

"A Record was sent to Salesforce" when I did not check "Create Salesforce Record if it doesn't exist"

Hello,  I’m working on an integration with Salesforce and I’m seeing a message that says “a record was sent to salesforce”. Does that mean Salesforce was changed in some way? I did not check the “create a salesforce record if it doesn’t exist yet” box.   

1
Danvers
1 year ago
P
PeterOsbornBeginner
asked in How Do I

Pipedrive Update a person Found in Zapier?

Hi all, I’m v-e-r-y new to ZapierI need to update a person in PipedriveI’ve set up a Zap that finds or creates the person (Step 2)...but I can’t see how to pass that to the Update Person step (Step 3)I’ve tried putting [2. Zap Data was Found] in the Person field in Step 3 but it failsI know there’s a way to do it but I can’t find itAnyone help please?

3
P
1 year ago
H
heckennedyNew
asked in How Do I

If filename is equal to a value then do something. Make conditions

Is it possible to read the name of a file in google drive and extract characters and then perform an action with this?In programming it would be something like: if extract(name,startcharacter, endcharacter)="value" then do this… What I want to do is that when the name of a file starts with 3 characters, a new row is added in google sheets

2
christina.d
1 year ago
B
BensieNew
asked in How Do I

Ecwid to update Google Sheets when Payment Status changes to PAID

I find that Ecwid triggers only happen when a NEW orders are made. How do I setup a trigger when an existing order changes the Payment Status from AWAITING_PAYMENT to PAID.

2
christina.d
1 year ago
N
NavinBeginner
asked in Troubleshooting

Gmail to SmartSheet: Adding Multiple Attachments to a row instead of a Single Attachment

Hi Everyone I’m creating a Zap that adds a row to SmartSheet from every new email I receive. Additionally, I want all attachments attached with the email to be added to the same row on SmartSheet. I’ve successfully added the email to the row and connected the email to add attachments, but I’m not able to add all attachments from the email even though the Zap is successfully running. The Zap will add the first attachment and call it a day.  If anyone had any suggestions on how to make the Zap add all attachments to the SmartSheet row, I would appreciate it! Thanks!!  Example Below:New Email with 5 attachments  Row Gets Successfully Copied onto SmartSheet  1 attachment added to same row  Zap Finished  *The Zap does not automatically loop back to check if all attachments have been added to the SmartSheet row. Additionally, if I run the Zap twice(manually or automatically), the same 1 attachment will be added to the same row. 

1
Z
1 year ago
D
darkknightNew
asked in How Do I

When will Gainsight capabilities include other standard objects and triggers?

The Gainsight zap capabilities are very light…for one thing, there are no Gainsight triggers - you can only choose GS as a destination. Additionally, as a destination you can only target two Standard objects: Company and Person. Is there any information on how/when the Gainsight capabilities will be improved to include other standard objects (like Call to Action, Success Plan, etc) as well as using Gainsight as a trigger point?

2
christina.d
1 year ago
C
Cole HeilbornNew
asked in How Do I

How do I automatically follow people by integrating Calendly into Instagram?

Hello! I host a podcast that I use Calendly to schedule and organize. In the Calendly Signup form I ask for people’s instagram accounts so we can tag them when we publish an episode. I’m curious if there is a way I can automatically follow people by linking calendly and instagram. Does any know how to do this? When I try it tells me that the instagram is disabled.  

5
C
1 year ago
C
ClientIntakeNew
asked in How Do I

Google Forms to Outlook, Time Zones

Hello,I’m using Zapier to integrate GForms with Outlook Calendar. I have a date and time field in the GForm and subsequent GSheet that gets produced with it. Once it creates an event on Outlook, it will have the correct time when viewing the calendar as a whole and when hovering over the event, but if one double clicks the event to look at the description, it is in UTC, not the time zone I want it in.Has anyone found a way to make Outlook create the entire event in not the UTC time zone?Support suggested using Formatter, which I tried, but it still didn’t work - although it could be possible that I did it wrong? All I used it for was To Timezone EASTERN From Timezone UTC.There is a line on Send Data in Outlook Create Event that readsoriginalStartTimeZone: UTCoriginalEndTimeZone: UTCperhaps I need to change that somehow? However, my computer, Google Account, Outlook, and Zapier are all in Eastern, so I’m not sure why it’s forcing UTC.

4
R
1 year ago
S
StrykBeginner
asked in How Do I

Update Hubspot Contact using Find to locate Object ID

Hi everyone,I have a question that’s been previously covered, although not in sufficient detail to address my issue.Goal: I’m trying to update a Hubspot contact based on a trigger elsewhere (Mighty Networks). Since the Update Contact action for Hubspot requires an Object ID identifier not available in my source platform, I understand I can use a Find Contact step between trigger and action to first locate the record.Challenge: When I create the Find Contact in Hubspot step, for First Search Property Name I don’t see Email Address as an option use as the common identifier. What am I missing to do? I sense it’s something simple but not obvious to me.Thanks for any help this community can provide!Stryk

2
S
1 year ago
C
CreativeAutomationBeginner
asked in Code & Webhooks

Hubspot Private Key Change

As Hubspot transition from API Keys to Private Keys do we need to obtain a new key for our accounts in Zapier that link with Hubspot? Thanks

2
franimal
1 year ago
H
HasherutNew
asked in How Do I

Zapier couldn't find an item on Twilio upon integration setup

I have applied the credentials for the API and Auth key of Twilio to Zappier, but the problem is with Zappier trying to "find an item," but I don't get what item, and what should I do to finish the setup?See the attached image of the message. Please advise what to do to finish the setup with Zappier. Thanks 

1
jesse
1 year ago
C
Cube84New
asked in Code & Webhooks

How do I wait for documents to upload in Fountain before sending them to Salesforce?

We have Zaps that pulls information from Fountain to Salesforce. Our Zaps are designed in such a way that it pulls the data from Fountain through Webhooks once Applicant is moved to a certain stage(Contracted Stage). Here once the applicant is signing the documents digitally the stage will be automatically moved to Contracted and the data will be pulled into Salesforce. But there is a delay in documents loading in Fountain so whatever data is there our ZAP is pulling into Salesforce and hence we are missing the documents. Please help us how to get the information from Fountain with a delay of 10 mins or is it possible to add any filter in webhooks so that all the documents will be pulled into Salesforce.

4
Troy Tessalone
1 year ago
A
ANeillieNew
asked in How Do I

I need a Toodledo task to be created whenever a task is assigned to me in Microsoft To Do.

I'm trying to connect MS ToDo tasks that are Assigned to Me to my existing Toodledo account.  All I can find in the Zapier editor is connecting my MS ToDo tasks that I created to my ToodleDo.  I need the link to be between tasks that were assigned to me in ToDo and my ToodleDo account.

3
Danvers
1 year ago
T
TajABeginner
asked in Troubleshooting

Unable to get a value when looking for "File" in Google Drive

Goal is to copy/paste a Google Sheets file between Google Directories (Action) when a new row is added to a different Google Sheet (Trigger).  So, the Sheets file to be pasted is different than the Sheets file used as the trigger.However, the very first step in Action, File, does not show file names, it is blank, and the custom drops down files & cells from the trigger file (which might be the source of my problem).  I want a different file, not the trigger file to be copy/pasted. I have read the “Common Problems with Google Drive” resource, which suggests that I may have created a Google file that is ‘Not Real’.  Firstly, I have never heard of this term related to anything Google (Docs, Sheets, Drive), and wonder if the creator made this up for benefit of the guidance.  Worse is the very limited guidance on what is and is not a real file?  Not helpful at all.  https://zapier.com/help/doc/common-problems-with-google-drive#unable-to-get-a-value-when-looking-for-file-is-it-missingI h

6
Danvers
1 year ago
Raoni
RaoniBeginner
asked in How Do I

Formula - How to increase a number per 1 (+1)

Hello 👋, Fisrt, Sorry for my English 😕I'm an Airbnb host and use zapier to automate a certain number of tasks.I also use Notion for accounting, stock management, and cleaning tasks.In this case I would like to count the number of guests I have per month so I know how many cleaning tasks I have to pay the cleaning lady.Do you guys, have any idea how I could increase the number of bookings per 1 (+1) each time a booking is made ? For now I've set up email parser.Each time I receive a bookings confirmation from Airbnb it creates a an event on Gcal and updates my data bases on Gsheets and Notion. But I would like to have a counting system so I don't need to manually count bookings. I'm not sure what app I should use for that, maybe using code by zapier :-> using "look up row" task on Gsheets -> getting the value on a cell made for that (let say it's 2 bookings)-> use a formula to increase the value (+1) That's the part I'm lost.-> update the same cell with the new value. I ho

12
K
1 year ago
A
Anonymous
asked in How Do I

How to transfer data from desired pipeline in AMOCRM

Pleas can you help me with my issue. I can not understand how to set filter for transfer data from AMOCRM to GA. I can not find how to let Zapier know thaw we need transfer data only when deal will be in desired pipeline. 

5
Danvers
1 year ago
B
betterlifeBeginner
asked in How Do I

How to schedule a message on Slack based on a date chosen by a Typeform user

Hi everybody, I need to create a zap that will send a message to slack 2 weeks before the date inserted by a user on a typeform they complete via my websiite. For example, they inform through the typeform that they want to receive a specific email/reminder on 24/8/2024. I would like to create a zap that would send a message to a slack channel 2 weeks before the informed date (that is, 10/08/2024) reminding me that i need to send a message to the user in 2 weeks. Is that possible? If yes, how? TIA!

5
MohSwellam
1 year ago
K
knockoffBeginner
asked in How Do I

Automating Personalised Reports based on surveys

Hi Zapier Community,  I want to create a personality test. By which I mean:Someone completes a series of questions in a survey. Probably Qualtrics or SurveyMonkey (I have the paid subscriptions which allow Zapier connections). When someone completes the survey, I want to send the data somewhere to create some averages etc. I want to automate that data be put into a template that includes charts.  I then want to automate that report. And send it to the participant. Has anyone done this using Zapier? I was thinking that I could create a Zap that puts the data into Google Sheets. Can I then automate the creation of the charts and PDF report? And then send that PDF? Any thoughts or ideas would be hugely appreciated.  Thanks! 

3
Danvers
1 year ago
C
CatherineWNew
asked in How Do I

Forgot to Publish my Zap

I forgot to turn on or PUBLISH MY ZAP; will I still be able to access the data if I publish it? I was supposed to schedule my Zap (Active Campaign Email Integration) every Tuesday, but I forgot to publish it before the deadline. Please assist.

4
C
1 year ago
K
KlentyNew
asked in How Do I

How to create zaps between multiple Klenty accounts and one Pipedrive account

Can i send information from 3 klenty accounts to one Pipedrive account using zapier ?

3
MohSwellam
1 year ago
A
Asmita Patel Global SchoolNew
asked in How Do I

How to Get Gmail Attachment In Google Sheet

I am trying to create an automation in which I want that if I put an email in a label that email should be transferred in a google sheet & also if a mail is containing any attachment it should also be mentioned in one column which I named as an attachment. After creating the automation the mails are getting transferred but the attachment is not reflected. I what to know if am I missing any steps.Or this facility is not available on zapier?

1
MohSwellam
1 year ago
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