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25179 Topics

M
MHERCBeginner
asked in How Do I

How to set a filter for sending texts at a specific time

Below is a screenshot of an automation for Zapier to send a text reminder to attendees for a certain workshop that matches the conditions of the filter.How can I set the filter for it to continue if the date/time of the workshop is before 12.00pm?How should I fill the ??? in the above screenshot?

4
Troy Tessalone
1 year ago
D
DanieleBeginner
asked in Troubleshooting

How to filter an empty field

Hello community!I'm trying to filter the automation and continue only if one field (jira assignee) is not empty.I’ve tried with “field does exist” but it passes also if the field is empty.What is the right setting to tell zapier to continue only if the field is not empty?Thank you!Daniele 

8
christina.d
1 year ago
D
dlgyp15New
asked in How Do I

Unsubscribe from Mailerlite on email change in Google Sheet

I have setup a Zap between Google Sheet and MailerLite to create or update a subscriber in MailerLite on row update or creation in Google Sheet.  However, since Milerlite subscribers are based on email address, if the email is update in the Google sheet it create’s a new subscriber in MailerLite rather than updating the existing subscriber and leaves the old email active (you end up with two records for the same person in MailerLite).  How do you get it to either update the email address or delete the old address from Mailerlite?  The unsubscribe Zap does not seem to work properly in this case.

3
christina.d
1 year ago
M
mAnarchyBeginner
asked in How Do I

How do I access a specific index in a Fareharbor custom field array?

I am trying to pull custom fields from Fareharbor (in this case 2 option drop down and a checkbox) into custom fields in HighLevel (LeadConnector).It appears though that the custom fields are all grouped into arrays (either at the booking level or customer level), so how do I access a specific index in the arrays?

3
M
1 year ago
A
AndyENew
asked in How Do I

I'm new here! Anyone have experience with updating a Google Sheet based on PipeDrive data?

Currently, our business maintains a list of its subscribers in a Google Doc which is viewable by our partners. Partners check to make sure our subscribers are in good standing before honoring a discount. As of now, we manually add names (or remove them) from this list as needed.We’d like to create a workflow/Zap that automates this process. For example, if we create a field in an Organization within PipeDrive that lists each subscriber as ‘paid’, could we create a Zap to edit the Google Doc as people pay (or are designated as not paid)?I see options to add a row or edit a row with a Zap, but don’t understand how to set the condition of evaluating one field (‘Paid’), then updating the Sheet. Initial trials have proved frustrating. Am I making this too complicated? Or not understanding the complexity sufficiently?The videos outlining the basics of Zapier are easy to understand.. but I’ve so far been unable to translate them into actions that make sense. 

2
christina.d
1 year ago
R
RiannaNew
asked in How Do I

Groovefunnel form is not recognized

Hello,I tried to integrate groovefunnel with zapier, and into groovefunnel I added zapier integration, connect that with form. On zapier form is not recognized. Can this be solved somehow?  

2
christina.d
1 year ago
T
TFDWorkBeginner
asked in How Do I

How do I make it so that when someone makes an appointment through Calendly, Bullhorn checks to see if that person already exists?

Hi! I am looking for some info for an solution. I need the following to be done: If a person creates an appointment through Calendly then search Bullhorn to see if this person already exist in BullhornIf YES (does exist in Bullhorn) then Update the profile if NO (does not exist in Bullhorn) then create a new profile

8
christina.d
1 year ago
A
AizyyBeginner
asked in How Do I

How do I setup my Zap to save any paid order from WooCommerce into Google Sheets?

How do I exactly use woocommerce & google sheets? I’m trying to save any paid order onto my google sheets, but I can’t figure out what to do to make it work.Whenever I try to setup the google sheet part, I can’t figure out how to setup ANYTHING, I don’t know how to save order ID, Customer name, customer IP, Customer Email, Customer total, etc….Does anybody has any idea on what can I do? I’ve tried to name my google sheet rows with things I want to log, but nothing.

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

Need to add a Zap to the Zoho Leads Module (or Campaigns?) to include automation in Campaigns

Hi there, I have a zap that goes New Form Submission in Ninja forms → Create Module Entry in Zoho CRM with the module being Leads, triggering approval.There is a specific form on our website with a specific internal code in order to track leads coming in from this form. This zap is working fine, doing what its supposed to: creating a new Lead in CRM with the specific code and awaiting approval. However, I need to add another layer and tie the newly created Lead to a Campaign in CRM. So when you go to the newly created Lead, and scroll down to the Campaigns section, it will show the Campaign it is tied to. I guess my question is just - how do I do this? I tried creating a zap that ‘Create/Update” a module entry - but that didn’t seem to work... If anyone can assist it would be so appreciated!!Thanks,

7
christina.d
1 year ago
S
SWVoicesNew
asked in How Do I

When HubSpot added a new deal, nothing appeared in my Google Sheet

We’re wanting to create and maintain a budget forecast in Google Sheets, which will update every time a new deal is added to HubSpot. I’ve created and tested a zap, and it says it’s run successfully, but I’m not seeing any data in the Google Sheets worksheet I indicated in the zap. What am I doing wrong?

5
christina.d
1 year ago
M
MWMNew
asked in How Do I

Zapier import from Stripe to Quickbooks adding VAT twice

We have an eCommerce website that is automated so when someone buys something they download it straight away. We want to make everything automated and have linked Stripe to the site and then used Zapier to link Stripe to Quickbooks to create a sales receipt and expense for the fee.  The only issue I am coming up with is that the prices on our site and the sales Stripe takes include VAT but I can not work out how to tell Zapier to tell Quickbooks that. So when a sales receipt is created in Quickbooks it is adding VAT again - therefore all the prices are wrong i.e. £12 sale (which includes VAT) but when sent to Quickbooks the sales receipt says £14.40 with £2.20 VAT so it has added it again. Any ideas who to move this across to include VAT so that is shows up correctly on the sales receipt as being £10 services + £2 VAT = £12 total sale?

2
christina.d
1 year ago
M
Matt123Beginner
asked in How Do I

How do I use Amazon SNS to send SMS messages when an event/trigger occurs in MongoDB?

Trying to create automation for communicating with our users via SMS. We’re using mongoDB so events/triggers come from there and looking to initiate the SMS using amazon SNS anyone has a good solution for that ? 

5
christina.d
1 year ago
N
NATnoaNew
asked in How Do I

Can Zapier record Fareharbor bookings to a Google Sheet and sort them by date?

Hi, I am new to Zapier I work for Tour Company, we have hundreds of bookings coming in different tours everyday. Is Zapier able to record these bookings to designated worksheet and sort by date? Or is there any other better way to manage it? We are currently using Fareharbor booking system.

3
christina.d
1 year ago
B
BigBearRealtorNew
asked in How Do I

How do I locate a Guesty Expert?

Looking for a Guesty expert for project and possible on-going work.Anybody out there that can help?

3
christina.d
1 year ago
Trish in SF
Trish in SFBeginner
asked in How Do I

Can I use Zapier to create a unique project number in Asana? I'd like to trigger that on a form submission.

I know more about Asana than Zapier. I’m trying to figure out how to get some Asana shortcomings handled by Zapier. My projects come into Asana via a request form submission. Can I have Zapier populate a project number field? For project number I am currently using a 6 digit number that is incremented with a delimiter and a 2-digit year.Is this something that Zapier can do?

10
S
1 year ago
D
DavynBeginner
asked in How Do I

Google sheets - copy row from one sheet to another

I have a Google Sheet that contains ALL client notes and logs, named “Prospect Notes”. I have a lot of zaps that document the zap’s actions into this sheet…. like “Google contact created” or “Gmail label added” as well as all the notes that the sales person adds to their file in Smartsheets. Then I have a separate Google sheet for each individual prospect that contains only notes for that prospect. A zap creates this sheet from a template and gives it the title “First name Last name”I want to automatically copy notes as they are added from the main sheet “Prospect Notes” to each individual prospect’s sheet “First name Last name”When I create the zap. there is no look up function to find the individual sheet. So I just use the event “Create spreadsheet row”To select the spreadsheet to copy to, instead of selecting from the available spreadsheet options, I used Custom, and entered “First name Last name” from the available fields. See screen shot.Then to select the worksheet I used custom

5
D
1 year ago
K
kerdinBeginner
asked in How Do I

How can I trigger from a card being updated in Trello without having to specify one specific card?

Hi there, I am trying to set up a zap between Trello and Google Sheets. Basically, we utilize custom fields in Trello and we want to have a handful of those fields automatically added to a Google sheet when they are filled out in Trello. I first tried to make the trigger “new card is created in trello”, however, the card isn’t created with this info filled out. The card is created, and then someone on our team fills out the card. I then tried to set this up with “card is updated”, but it is making me specify one specific card, which also won’t work. Has anyone tried to set up something similar, or have any suggestions?

5
K
1 year ago
T
taucuteNew
asked in Troubleshooting

Issue about data transfer from Google sheet to VTiger

Hi, i am testing google spreadsheet to VTiger.I setup a ZAP when a new row added in google sheet, it will update to VTiger as a new lead.The automation works, the data also transfer to VTiger,but the data all being display as question mark “?????” it can’t not display the correct character.i am trying both english and chinese character, both not working correctly.here you can see the screenshot of my google sheet and VTiger leads.can you point me out what might cause this issue?Thanks. 

1
Danvers
1 year ago
B
bblraphNew
asked in Troubleshooting

Troobleshoot between woocommerce and sendinblue for sending automatically email

Hello Community,It is my first message after my subscription to Zapier. Actually, I have set up an e-commerce on Woocommerce and I’m using Sendinblue as CRM to send automatically email, build email campaign etc.I’m trying to create a specific zap : When an order is created on Woocommerce, sendinblue send an automatically confirmation email to client.But the only option suggested on Sendinblue is “send an email in HTML via Sendinblue”. The problem occured is that I cannot add several product image for example because the tag used is “1. Line Items image src” that include several links …I have to create as many lines (<tr><td></td></tr> as product ordered but it is not possible to know in advance …As a result, my confirmation email includes wrong information for the client …Please can you help me to resolve this issue :)

2
B
1 year ago
C
Cedric La RucheNew
posted in Troubleshooting

Zap deactivating "Could Not Be Switched On"

Hello, I’m having the same problem with a zap which was perfectly working.I’ve turned it off just the time to make it check with my boss.And now when I try to reactivate it I’m receiving this mail: “Zap Could Not Be Switched On” I tried every test again many time, no error message, nothing indicated but it is just impossible to turn it on…Here is the link of my zap: https://zapier.com/shared/8352a99bfc3f8b4f48817404d427c4cf6a6acd84I’ve tried to reach the Zapier support but I’m not having any answer...Thanks by advance for your help, Regards

1
robschmidt
1 year ago
A
AccountfyNew
asked in How Do I

Typeform Entries that update Companies in HubSpot

Hey guys, I’m using Zapier as a bridge between Typeform and Hubspot. The idea is that new Typeform entries should update a Company’s properties, as shown in the workflow below:Trigger - New Entry in Typeform Action - Find Contact in HubSpot Action - Find Associations in HubSpot Action - Update Company in HubSpotThe problem that I’m facing is that I created new company properties in Hubspot, but when I press the button “Refresh Fields” on Step 4, these properties keep not showing up on the Zapier page. Because of that, I can’t make the conection between each property with the proper Typeform question... Can anybody help me with this?

6
christina.d
1 year ago
D
do25New
asked in How Do I

How can I save GoFormz data and create a pdf out of it?

I’m trying to extract a data and create a pdf out of it using this process however I’m having issue about the integrationsProcess  option 1Goformz → ZAPIER → PDFMonkeyProcess option 2Goformz → Google Drive(save as CSV) → ZAPIER(using Google Drive Trigger and Zapier Formatter) → PDFMonkeyis there any other easiest option available?I’m having issue on extracting data from a new csv in google drive in option 2 For option 1, I need to upgrade my subscription to goformz while I’m unsure if its feasible .. I needed to generate one pdf file per form completion .. while option 2 is storing records in bulk..I’m new in using zapier  Can anyone help me ?Thanks  

10
christina.d
1 year ago
S
ShiroyashaNew
asked in How Do I

What is the best way to manually approve leads into my CRM using the "New or Updated row" trigger?

Hi everyone,I’m setting up a Zap where the leads acquired from a Typeform are collected into a Google Sheet.Using a second Zap, i’d like to manually approve (through checkboxes or dropdown options) the leads: the approved leads would then be transferred inside my Dynamics 365 CRM.The problem is, if i used checkboxes while watching row changes inside a specific column with the “New or Updated row” option, the zap wouldn’t always trigger and i don’t understand why the leads aren’t always added to the CRM. I still haven’t tried with the dropdown menu. What can i do?I also have a couple questions:I’ve seen that Zapier only detects new values inside a specific cell (and it doesn’t detect values which have already been “watched” inside that cell in the past), as written here by @Troy Tessalone (thank you Troy!): What happens if, say, i delete row #2 and then re-create it? Will Zapier “reset” and be able to see “old” values again? What happens if i delete row #2 and the following row (#3) rep

6
christina.d
1 year ago
S
SalesNew
asked in How Do I

My Zap isn’t pulling in recent data from our Pipedrive

[PIPEDRIVE] [ NEW LEAD] [SEND EMAIL-OUTLOOK] Hi!Do you experience some problems with zapier recently? in my case, trigger isn’t pulling the data from our pipedrive account, sees only 4 leads from 2020 and therefore I cant finish my automation that would send the email’s away. 

4
christina.d
1 year ago
P
Patty BoyleNew
asked in Troubleshooting

Zaps stopped working 2 weeks ago

Hi.  We didn’t realize it, but our zaps stopped working around May 15th and we recieved no error message from Zap and our data hasn’t made it it. Help?  Any thoughts?

4
christina.d
1 year ago
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