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17312 Topics

A
atester3New
asked in How Do I

Zapier with QuickBooks Online New Invoice Line Items - How to make work?

I am probably missing something very obvious here but any help would be greatly appreciated, as I have been trying for hours. I have a billing statement that uploads to Google Sheets, from there I have it create a 2nd worksheet and under that is where it sums up certain line items to use in QuickBooks invoices.   For example, 2nd Worksheet would have headers such as “Shipping” “Services” “Returns” and under those would be the sum of the total charges of all the rows that had those columns (for type of charge) in Worksheet 1.    Now when I try to create an invoice in QuickBooks Online it says Line Item support and shows line items but it only lets me select 1 line item. Am I missing something?   I have tried using formatter to create line items, I tried using Get Many Rows in the Google Sheets actions to output line items, etc. But I can’t figure out how to properly use them in the QuickBooks Zap to make it actually break the line items out properly on the Invoice. It either break

2
nicksimard
Community Manager
2 years ago
A
Apex Group
asked in How Do I

Multiple Products Same order Mailparser/Google Sheets to ShipStation

Please someone help! Multiple Products Same order Mailparser/Google Sheets to ShipStation All of our orders have multiple products on every order but cannot figure out how to make it zap multiple rows and/or items.

2
nicksimard
Community Manager
2 years ago
N
Neo MatrixFreeNew
asked in How Do I

Do you use Zaps to: Transfer Google Doc contact info (or other CRM) into Docusign, DigitalInk, or Zip Form Plus, for Listing or Buyer Real Estate Application?

I need to Automate: Clients to enter their: contact information; property to sell information; Auto fill up to 30 documents, send those docs out to obtain signatures and other fill in information in two phases, set up MLS listings and fill in information there, Secure signatures and forward to all parties. I can use any CRM to gather contact information. I can use Docusign, Digisign within SkySlope, Digital Ink, SkySlope, NTREIS (an Multiple Listing Service software), and can load all my own templates. What I want to know is: Has anyone done this already? If you have, I’ll pay you to do it for me!

2
Mercology
2 years ago
C
CorinneannNew
asked in How Do I

Mailchimp & Woocommerce

I would think that it would be a pretty straight forward task, looking to put a zap in place to have a mailchimp subscriber with a tag have access to a free product within woocommerce - have attempted to set it up so that tagged subscriber - create new order within woocommerce yet getting error Zapier had trouble retrieving custom fields from WooCommerce.Where am I going wrong, any help much appreciated. Have already purchased the woocommerce zapier plugin for wordpress.

2
jesse
Community Manager
2 years ago
S
SarthakBeginner
asked in How Do I

Zapier polling optimization

if i have 1 trigger used in 10 zaps, then how many times zapier will poll my REST API ??

2
nicksimard
Community Manager
2 years ago
C
charisNew
asked in How Do I

How do I integrate my Shopify store with my Square processor?

Our new payment processor is taking time to get approved so unitl then we would like to integrate our Shopify store with our Square processor. Can someone give me some tips on how to do this?

2
jesse
Community Manager
2 years ago
C
ChrisR_FASNYBeginner
asked in How Do I

Zoom Registration doesn't contain webinar name

Trying to use new Zoom registration trigger to write to an excel file, adding their first name, last name, email, and webinar name.  However the webinar name isn’t available as a dynamic field to add.  There’s an Upcoming Webinar field, but it shows “No Data” even though I have the webinar selected in the triggered step.

3
Troy Tessalone
2 years ago
Y
yhlNew
asked in How Do I

Google calendar declined event filter

My zap gets triggered 15 mins before a google calendar event starts, I’m trying to create a filter that will prevent my zap from executing if I declined the event, so far I was unsuccessful. 

2
Danvers
Community Manager
2 years ago
D
DonNew
asked in How Do I

Would I be able to break the following Zap into multiple different user objects

I’m going to be sending this information to Ontraport  The zap basically sends all of my apps users data in one zap  since I have thousands of users I don’t want to send thousands of zaps due to cost So I want to know if there is a way to send one zap with the information and break it up    

2
nicksimard
Community Manager
2 years ago
L
lerbBeginner
asked in How Do I

Two Way Interface between Salesforce and Constant Contact

Seems like this would be easy to do, but I am having trouble figuring it out.  My Marketing Dept. currently uses Constant Contact to send out mass e-mails, surveys, webinars, etc. to our network.  They track who opens the e-mails, who takes the surveys and who attends the webinars and who doesn’t.  They would like to have all of the tracking details from Constant Contact come over to Salesforce under each contacts page in a communications section that has been newly created as a related list.  I am not sure if that is the proper place to start for this request, that is the reason for my outreach here.  Has anyone been successful in a 2 way interface for this reason between Salesforce and Constant Contact?  Thank you in advance for any assistance.

4
Danvers
Community Manager
2 years ago
C
crestkidNew
asked in How Do I

How to copy worksheet from Google Forms submission to a Google Sheets template

Hi, I’m trying to figure out how to add a step in one of my workflows between Google forms and Google sheets. The trigger is a new Google Form submission.  I need to add a step where a worksheet from the excel file that is uploaded in the Google form is copied into an existing Google Sheet template.  The problem is that I can’t copy the worksheet that was created with the Form submission since Forms just refers to it as a Google Drive link. Hopefully that isn’t too confusing but I’ve got most of the workflow completed but can’t figure out how to add this crucial step.  Thank you.

2
nicksimard
Community Manager
2 years ago
C
ChloéNew
asked in How Do I

Asana-Zendesk Zap integration

Hi Zapier team and community, I have just started to use Zapier and I am not very familiar with it.  I would like to use the zap that creates a task in Asana when a new Zendesk ticket is created (Zendesk=>Asana). And I would like the tasks to be created in a specific project in Asana. How do I choose the project where I want the tasks to be created? I turned on the zap to do that and tried to see if it worked. But when I create a Zendesk ticket, no task are created on my Asana… I searched for a new task but cannot find one in any of my projects... Can you help me with this? Thank you, Chloé

2
nicksimard
Community Manager
2 years ago
J
JCGarciaBeginner
asked in How Do I

Forbidden - User role 'author' cannot access this request.

Forbidden - User role 'author' cannot access this request.  can Anyone help me resolve this? and what does it mean?   Thank You

2
nicksimard
Community Manager
2 years ago
B
BradBeginner
asked in How Do I

integrate Monday.com with Easywebinar

Hello, i am integrating monday.com with easywebinar through zapier. i want to get data from monday.com(new item in a board) and Register Attendee in EasyWebinar. but the problem is when i get data from monday.com it will not give all records which i want. i want Email, Firstname, Lastname .. many records of that group from monday.com. so, can anyone help me, why all records are not getting in zapier? i have shared tow images,1st is for response in Zapier and 2nd is for which records i want from monday.com. Thanks  

4
Danvers
Community Manager
2 years ago
N
N4SirNew
asked in How Do I

MS 365 CRM

Hello, When using the Trigger “New Opportunity” from MS CRM and the Action “New Project in LiquidPlanner, What info comes from MS CRM? Then Where does LP create the Project?   Thank You in advance, N4Sir

2
Danvers
Community Manager
2 years ago
S
skipecBeginner
asked in How Do I

Calendar Integration

I’m looking to create a zap that takes a poll of event attendance across a conference timetable and then, for each event selected, trigger a calendar invite to attendees to hold the time in their calendars… I know you can zap with google calendars but would this invite also be able to be added to other calendars as well? I want to make sure we’re not excluding anyone. I’m hoping that it only requires ME to have a google calendar and that the invite can then be added to whatever calendar the recipient has. Would appreciate any info anyone has on this. Thanks! 

4
Danvers
Community Manager
2 years ago
L
LaPearceNew
asked in How Do I

Trouble logging in to Instagram buisness

I have a few business instagram accounts I manage- but none of them are tied to my personal Facebook page. So, when I tried to create a zap, it isn’t finding the accounts. Does anyone know how to connect these accounts to my personal facebook, or another way to access these business pages?

2
Danvers
Community Manager
2 years ago
robertandrews
robertandrewsBeginner
asked in How Do I

Zapier-Airtable search formula for "starts with"?

I need to find all Airtable records whose field “Record ID” starts with “rec”. How can I do that using the Search Value and Search Formula fields?

2
nicksimard
Community Manager
2 years ago
C
Converted ClickNew
asked in How Do I

WPForms and Pipedrive Teams Zap Integration Issue

Hi there! 

1
Troy Tessalone
2 years ago
P
PaulgBeginner
asked in How Do I

Ebay & Amazon to mailchimp

Is there a way to ZAP Amazon and Ebay customers and put them in MailChimpWe need this as we offer extended warranty’s and need a way to send this info to our customers. Currently the only way we can work out how to do this is by individually cutting and pasting our message for each customer. And this take yonksCheers

1
Troy Tessalone
2 years ago
T
ThegreatmandaBeginner
asked in How Do I

Issue Using Regex to Isolate Strings

I have a Zap with four consecutive similar steps; two of those steps work and two of them don’t, and I can’t figure out why. This Zap begins by taking an HTML email and converting it to Markdown. The relevant section of that email is as follows (proprietary information changed): Customer: | **ACME Corporation**Representative:| **John Smith**Service Location:| **New York City**Agreement Number:| **G123456** The Customer line has a space between : and |, while the next three lines do not; I account for this in the expressions. Using the Formatter Extract Pattern tool, I set up the following 4 steps, each using the output of the HTML to Markdown step as its input:Step 5, meant to extract the Customer name:Customer\: \| \*\*(.*?)\*\*This works as expected, and returns:output:0: ACME Corporation_end: 326_matched: true_start: 271Step 6, meant to extract the Representative name:Representative\:\| \*\*(.*?)\*\*This returns:output:_matched: falseIf I change the input on this step from the whole

6
T
2 years ago
Currently Jason
Currently JasonConnector
asked in How Do I

How do I use Delay by Zapier steps to use less steps in my Zap?

Hi all, I want to use the delay step from Zapier in order to save some steps. I basically have a scenario where attendees sign up for a course, they are sent reminders 1 week before the course, then 1 day before the course. At the moment I use to Zaps to do this. I want to use one zap that sends a reminder 1 week before, then delays for 6 days and then send the final reminder. My question, what if some one cancels their attendance to the course a after the 1 week reminder? I obviously don’t want to send them the final reminder 6 days later, however, I want the zap to run to remind others. Would the option to be to add a filter on the next step to remove the canceled user? Also, is the delay step affected if the Zap is switched off and then back on i.e is the data, relating to what is scheduled to queue, stored anywhere else?  Cheers    

1
CraigNet3
2 years ago
D
davidsitebuildBeginner
asked in How Do I

Infusionsoft Product Purchase Zoom Webinar Registration

I apologize if this is a simple question, I’m trying to set up a Zap that will be triggered when someone purchases a specific product in my Infusionsoft account. I don’t see a product purchased option, but I do see something called a “new product” option. Is this what I’m looking for? 

11
Davidh88
2 years ago
D
davidgrayBeginner
asked in How Do I

Todoist comments and attachments

HelloJust new to Zapier so please bare with :-) I would like to pull thru todoist tasks to Excel (online) via Zapier, all working OK with the “Content” and “Due Date” but I cannot fathom how to pull thru comments (or attachments). I appreciate that Excel might not be the best target for this Zap as it presumably will create a many (Todoist comment) to one (Excel) relationship. Done a lot of searching but cannot find an example of how to do this.  Could anyone please advise?Thanks 

4
D
2 years ago
theedman421
theedman421New
asked in How Do I

Google Sheets Creates New Row copies formatting from previous row when adding ManyChat options

I’m trying to add new optins from ManyChat as a new row into a Google Sheet for tracking for a client. They are currently adding everyone manually just as a blank, normal row and then color-coding fields as certain actions are taken by that “lead” such as “call booked”, “needs followup”, etc.  When I use the Zapier integration to add a new row, it’s copying the background colors and text styles from the row above it, rather than just adding new data without any styling. This is problematic, obviously, since the new rows will be added with incorrect colors.  Any way around this? Thanks!

10
P
2 years ago
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