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25130 Topics

T
The Enterprise CenterNew
asked in How Do I

Is there any plan to add the ability to create person accounts in Salesforce?

Hi - I came across several old posts where people were frustrated (like I was) trying to automate the creation of person accounts, only to find that the feature was currently not supported.Is there any time table on adding this?I imagine it would save a lot of time and headaches if you were to add the feature: at our non-profit organization, people are constantly frustrated that person accounts can’t be created when someone fills out an intake form, and I get frustrated seeing that your only response is “we’ll add your vote to the list of people asking for the feature.” It’s actually one of the biggest factors creating friction for data reporting (we are a non profit - everyone’s time is stretched thin!) and I hate feeling so powerless and unable to fix the issue! 

2
T
2 years ago
A
AwakenedLifeBeginner
asked in How Do I

Custom Question Data from Zoom trigger to Add tag in ActiveCampaign

I cannot figure out how to capture custom question data from a zoom registration and pass that information as a tag into the user profile.for example:“Have you every participated in our events? yes /no”  the no creates a tag which kicks off automation.“What is your preferred language for the meeting? English, French”.. each will create a tag leading to an automation.I am able to capture the meeting information and create a contact with that tag.I need to create additional tags based on custom questions, but I do not see how to capture that data.From there I can create an automation in AC.Hopefully that makes sense. 

1
M
2 years ago
I
Integration curiousBeginner
asked in How Do I

Does the Zapier Add On in Gravity Form go out of date?

Hello there, about 10 months ago I connected my Zapier account to a Gravity form successfully and is is working fine too.Today I tried to do the same for a new integration but when I look at the Add On section in the Gravity form I have no option to paste in the Zapier webhook. See attached. I checked the Zapier Add On-in Gravity settings and its still installed. See attached ‘Zapier Add On’.I read online about the need to upgrade to the latest Add-on Im wondering if that is the issue? I have not upgraded the Add-on since installing it 10 months ago.

4
SamB
Community Manager
2 years ago
M
mohilNew
asked in How Do I

Booking and client fields missing from Bubble

i am trying to connect my bubble app to google calendar i want to create event in google calendar when i trigger event in bubble in my bubble database i have this field see in screenshot i want to get booking date,booking time,client email,client name in zapier describe event please help.This post has been edited by a moderator to remove sensitive information. Please remember to obfuscate any personally identifiable information prior to posting as this is a public forum. 

3
Troy Tessalone
2 years ago
J
JosefineBeginner
asked in Troubleshooting

Create one Zap to trigger one email for every Perspective result

Hey guys,I have created a survey with Perspective that has four different results. I’m trying to use Zapier to create a new contact in a specific Active Campaign email list for each survey result.But although I have tried out both trigger events (Visitor completed the funnel and New Lead via funnel) and chose the correct Lead for each specific email, the leads are not pulling through correctly and show up in all of my email lists. This way, I end up getting all four emails for each of the survey results.I also have only four possible results on Perspective, but all of a sudden instead of Lead A, B, C and D, I get Lead E and F as well.HELP :/Thank you

7
jesse
1 year ago
J
Jon HallBeginner
asked in How Do I

Lookup in Excel failing, row not found

Hi, I have a Zap that is trying to lookup a date in a column in Excel but keep getting the error ‘Bargle. We had trouble getting a matching find row. :-(Error details: Nothing could be found for the search.’ even though there definitely is an entry there it could be picking up. I’ve done a video at https://www.loom.com/share/8e04a5f458e34fc2b7132a871e2f5f26 if anyone might be so kind as to have a look and let me know if I’m doing something wrong and how I could get it working? Any help would be greatly appreciated :) Jon

4
J
2 years ago
N
nikola miocinovicNew
asked in Troubleshooting

Google Meet start/end date and time is creating a meeting precisely 6 hours later than scheduled

I am trying to create a zap that creates a google meets meeting but, whatever time I input into the start date and time creates a meeting for exactly 6 hours later. I am working in London time so the time zone displayed is correct.   

2
N
1 year ago
J
jacsoiNew
asked in Code & Webhooks

Stop to split value in WooCommerce product attribute?

Hi,I connect bubble with Woocommerce by zapierI have Product Attribute “Photographer” and full name as value “Jonny Prezz”But when I create Zap I get a product with 1 attribute “Photographer” and 2 values “Jonny”, and “Prezz”I even try to add “line-item to text” before WooCommerce action. But the same mistake…Do you have any idea?Thanks in advance

3
Troy Tessalone
2 years ago
S
stace212New
asked in How Do I

Multiple Zaps with Calendly Integration

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. 

1
AndrewJDavison_Luhhu
2 years ago
A
adminSINew
asked in How Do I

How can I manage Task usage per folder/Zap?

Hello, So I tried using the Task Usage Limit Reached however it seems it won’t work for specified folders/zap, appears to be account wide which isn’t my goal here.Looked into the Create Zap Report (Beta), but can’t seem to figure out how to modify the information or when it sends the reports.My goal or what I am trying to achieve is a report per folder or specific zap, with a usage limit and have it send an email out (how Task Usage Limit is able to, but per folder or zap).We also looked at the regular report section but can’t find a way to also automate/export data and defeats the purpose of being notified about reaching a limit within a specific folder/zap automatically. Any help or suggestions?Thanks in advance.

2
Troy Tessalone
2 years ago
C
CW1978New
asked in How Do I

Selecting Excel spreadsheet stored in Google Drive

Hi community, I am trying to connect Jotform to a Excel spreadsheet stored in my Google Drive but the only storage connections available to connect to is Onedrive and Sharepoint.  I have added Google Drive find my file before the excel connection but it doesn’t really work.  Before I give up and just use a Google Sheet, can anyone tell me how to easily connect jotform to an excel spreadsheet file stored in Google Drive?  It just can’t be that hard, I’m obviously missing something easy here.  Thanks so much!

4
christina.d
1 year ago
A
AAsiaNew
asked in How Do I

Update record in Salesforce when new update in board in monday.com

helloI want to update records in salesforce when record is updated on monday.com .But its not working dynamically 

4
christina.d
1 year ago
P
PlumblineBeginner
asked in How Do I

New Contact in Constant Contact trigger - filter by list

Hi, good afternoon, i have a question i would like to know how to select a list from constant contact on the Trigger action. we have different websites running campaings, each website has a CC form. Each Form belong to a list on Constant Contact.how can i choose the list from constant contact to import it on Podio(i need to import the Lead data on the correct workspace on podio,  the Zapier test selects a contact from CC from a random list, not the one i need) what we need is that when someone sends its information trhu the form, our trigger must detect the list from where the contact is coming, that way we can send it to the correct workspace on Podio,   

3
P
2 years ago
F
Falcon2017Beginner
asked in How Do I

How to trigger Zap when SMS message is sent and send autoresponder message?

I am relatively new to this and trying something new. I created a QR code that will automatically send a text message. It does not matter what platform it sends it to. I want to create an autoresponder to that will send information to that same number that sent the text.

4
J
1 year ago
Curious Robot
Curious Robot
asked in How Do I

Can I use Transfer while on the Free plan?

Is Transfer available to use on the Free plan, or if I’m on the free trial? Any limits I should be aware of?

1
SamB
Community Manager
2 years ago
J
Jewellery GirlBeginner
posted in How Do I

How can I sync Shopify & Fieldfolio?

Hello,I am trying to add the following Zaps without success. How much would it cost to have an expert do it for me?Zap 1. When an order is placed on Shopify the inventory is updated on FieldfolioZap 2. When an order is placed on Fieldfolio the order is sent to Shopify and the inventory is updated on ShopifySounds simple but I just can’t make it happen. Can anyone help please?

5
J
1 year ago
A
AnitaNew
asked in Code & Webhooks

Интеграция

Добрый день, сделала интеграцию по вебхуку а именно программы inskill и amo crm. Техническая поддержка inskill утверждает что у них все настроено по вебхуку. Но у меня все арвно не передается информацию с программы inskill в amo

1
Troy Tessalone
2 years ago
D
dieselfishNew
asked in How Do I

How do I consolidate all tag names in a single tag field?

I’ve seen several topics describing this same issue. Unfortunately, they are all closed so I’ve had to start a new topic. It looks like there was no resolution to the earlier posts. Wondering if there have been any updates.I'm using the Pocket integration to push new entries to Notion. Pocket allows me to save "Tags" associated with each saved item, but the format of these tags in Zapier is difficult to account for using the interface.For example, if I save a web page with the tags "MySQL", "Pocket", & "App Integration", the data pulled from Pocket is formatted like this:However, when I try to customize the record in the Notion section, the fields associated with this entry are formatted like this:I'm really just looking for a single Tags field. Since the tag names change all the time, something like Tag 1, Tag 2, Tag 3... etc. would be preferred. Any suggestions on how to consolidate? I can't account for all possible tag names upfront. Thanks!

3
T
5 months ago
J
JRsocialNew
asked in How Do I

Dubsado - trigger Zap when certain project status changes

Hi,  I am trying to set a trigger of a specific Job Status from Dubsado, not just any status change, but can’t find the way. Can anybody shed some light?

3
Troy Tessalone
2 years ago
N
NadavBeginner
asked in Troubleshooting

Can't connect Zapier to Woocommerce - Error: authentication failed: "The WooCommerce Zapier plugin is missing or WordPress pretty permalinks may not be configured correctly. File Not Found" response received. HTTP status: "404"

I have tried everything to connect Zapier to Woocommerce. I have paid for the extension made sure it is up to date and every time I try and connect I get this errorauthentication failed: "The WooCommerce Zapier plugin is missing or WordPress pretty permalinks may not be configured correctly. File Not Found" response received. HTTP status: "404" on https://latestsightings.com/shop. Please could someone assist and let me know how to rectify the issue?  Thanks!  

1
Satya09
2 years ago
Z
zapNew
asked in How Do I

Google Drive New Task Assignment to Create To Do In Things

Hi All, I am pretty new to zapier. I would like to integrate google drive assignments with my todo list app - I use Things from Cultured Code. I want to create a new todo with a link to the doc/sheet/slides file in which I am assigned a task when it is assigned via google. I can find all of my tasks in google drive with this search: https://drive.google.com/drive/u/0/search?q=followup:actionitems, but I want to keep one inbox in Things. I haven’t seen how to do this or discussions of this kind of integration so curious if I am just searching the wrong thing or this isn’t a common use case for some reason. Either way, I’d love to learn.Thanks!

2
william
2 years ago
A
aceleriNew
asked in How Do I

Posting daily stand ups from Slack channel to a Google Doc

Hello, We are trying to set up a way users in our channel can post daily stand up updates in our channel and have those pushed to a google doc with these details: Message, Sender, and Time & Date. We would like some kind of trigger that only the stand up postings get sent. This can be a prompt to enter details maybe on a daily schedule? Thanks in advance!

1
Troy Tessalone
2 years ago
R
RussellHBeginner
asked in How Do I

Create New Invoice In Quickbooks Online -- Location field doesn't work

I’m using Zapier to generate QBO invoices from Shopify orders. Everything is working well, except that I cannot get any data to populate in the “Location” field of the QBO invoice, which I need for tax tracking. 

2
R
1 year ago
P
papa_zNew
asked in How Do I

Create a custom formatted Slack draft message with a list of meetings for a given day from Google calendar?

Hi there, I have to send End of Day reports to my team with the following format. I would like to prepopulate the meeting names in the report instead of searching for each on separately in our CRM. [MY NAME] - mm/dd/yy - EOD ReportTotal Revenue Generated: $0Total Collected: $0Scheduled Strategy Calls: 0Live Strategy Calls: 0Offers: 0Closes: 0Deposits: 0--------------------------------➡ [MEETING NAME] ➡ [MEETING NAME] ➡ [MEETING NAME] ➡ [MEETING NAME] ➡ [MEETING NAME]--------------------------------Overall Summary

1
Danvers
1 year ago
A
Anonymous
asked in How Do I

Possible to run multiple actions for each order item using for-each logic?

I’m using Shopify to LiveWebinar integration, but I think this question could apply to various platforms (such as Eventbrite and email marketing apps). A customer could buy multiple items with different fields for each item, and I need to be able to send them one email/action for each item (this is important to my store). One order could have multiple items, so one order could have multiple fields. Is there for-each logic that lets one trigger run multiple actions per item? I won’t know how many items an order will have, so it needs to be dynamic. I’m an experienced developer, but am new to the Zapier platform. Curious if other people have solved this same use case for other apps. Thanks! 

2
A
2 years ago
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