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17361 Topics

A
Andrea OngNew
asked in How Do I

Unable to Link Pipedrive to Excel Macro

Hi all,  I’m trying to link data from Pipedrive into an Excel Macro but this error keeps popping up:Can’t seem to find out why because even the error code is truncated.

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

What value should be entered into the Parameter field in CreditAdmins?

I need help. What do I enter in the parameter for this trigger. 

1
Troy Tessalone
2 years ago
P
Patrick5001Beginner
asked in How Do I

Is Free plan ok for me or do I need the starter level plan for Zapier

I will attach a screen shot of my Zapier account. I just have some webinars I do and have my contacts moved from the webinar service to my Active Campaign Master List. Am I ok with the Free account? In the  new series of my programs, I will have 4 webinars in a week to do and again move these contact that sign up for the webinars over to my Active Campaign account via Zapier. Is the Free amount ok for me to do or do I need the Starter account?  ok, I attached my screen shot of my Zapier account 

1
Danvers
Community Manager
2 years ago
G
Gary HarveyNew
asked in How Do I

Create multiple rows in Google Sheet - parsed from line items in an email

Hi EveryoneI’m familiar with using email parser to move data via a zap into a google sheet.  But my issue now is I want to polulate a number of colums with several rows of data, instead of just one new row - specifically, it’s a timesheet email which has data for each day of the week.  The data needs to go into specific columns, but I also want a row for each day. The email parse contains data for every day, Monday to Sunday, but currently, the zap will only pick up the first day, ie Monday. Any ideas?

1
Troy Tessalone
2 years ago
E
EricaBeginner
asked in How Do I

Slack - Pushed Message To Zapier still showing disabled zaps

I created a zap at one point that used the trigger “Pushed message from Slack”. I have since re-done that zap and done what I needed another way, the trigger is no longer a pushed message from Slack however that zap is still showing up in my “Zap to trigger” options within Slack.  I have tried turning on and off the zap as well as completely closing and reopening Slack but the zap continues to show up even though it no longer utilizes the “pushed message” trigger. The attached photo is from Slack and shows the zaps I have to choose from to push a message to….the top one “Slack to Asana FCA Social Media Photos” is not set up to receive pushed messages and should therefore not even be showing up but for some reason I can’t get it to go away (I really don’t want to delete it and rebuild it). The zap itself works totally fine the way I want it to but it just seems this old part is stuck in Slack.  Thanks for any help  

1
Troy Tessalone
2 years ago
B
botoloNew
asked in How Do I

Automating clean up and sorting of Microsoft Excel file

Hello!I am trying to find a way to automatize the following process and I would love to get some ideas:clean an excel file containing data remove unnecessary columns clean-up text in a specific column (I usually do this using text-to-column and using “(“ and “:” as a delimited to keep the text I need; check data in columns A and B of the excel file with data contained in a master list (which could be another excel file or any other solution - for example an online SQL database); remove from columns A and B any data that is already available in the master list; combine data from columns A and B together; split the content of these columns in blocks of 100 cells each.Ideally I would love to create Amazon Ads with one ad per each 100 cells (keywords), but I don’t think that Zapier syncs with Amazon Ads.Thanks a lot!!

1
M
1 year ago
J
JohnDoe12345New
asked in How Do I

How to filter replies to a Slack thread based on contents of the original message thread?

I’m trying to create a zap that automatically responds an out of office message to tickets that belong to me and are further commented on while I’m gone. I’m using Halp which is slack integrated. The slack integration structure is:Message in channel w/ basic info including who the ticket is assigned to All subsequent discussion/comments regarding that ticket are made as replies in that threadSo basically what I want is:When new messages are posted to the channel Check that the ticket is assigned to me (Which can be found in the original thread) Respond with Out of Office messageThe only issue is that when threaded responses are created and then filtered, there’s obviously no data within that response detailing who’s assigned to the ticket. That can only be found in the parent/original thread.I’m thinking it would be something like searching slack for the original message via something like the thread timestamp but that’s obviously not something Slack supports so I’m not sure how I woul

1
M
1 year ago
JamesJosephFinn
JamesJosephFinnNew
asked in How Do I

Update post in WordPress when Google Sheet row is updated

Hello Community!Regarding this workflow:https://zapier.com/apps/google-sheets/integrations/wordpress/242227/post-to-wordpress-with-updated-rows-in-google-sheetsIs this designed only to create new WP posts from an updated G-Sheets row?That would not be ideal, as we would like the URL to remain the same.Only adding a new row should generate a new post.What would be your recommended workflow to achieve this?Thanks everyone!

1
Troy Tessalone
2 years ago
B
BHVANew
asked in How Do I

Schedule Zoom for someone else

My client wants to use Zapier to schedule Zoom meetings for the team, under each of their user accounts. I know Zoom will let you give scheduling privileges for someone to schedule as you, but it seems like Zapier will only create the meeting for the Zoom account as a whole. Is there any way to do this with Zapier, via webhooks or anything even?

1
Troy Tessalone
2 years ago
M
MarcoGarciaCOONew
asked in How Do I

connecting shipsation to google sheets

Hello, I need to create a zap where: Order is imported to Shipstation from a selling channel. The order data exports to Google sheets - The issue is in this part. When an order has multiple SKUs such as the example below: Mod Note: Image edited to obscure personally identifiable information.   Only one SKU exports to my Google Sheet, as shown below:  So my question is, how do I make it so that all the SKUs in the order are exported to my sheet? Thanks in advance. 

1
Troy Tessalone
2 years ago
B
bdyoniNew
asked in How Do I

SQL Server - use stored procedure instead of view

Hi,is there a way to use a stored procedure to get data instead of providing a view or table name?i tried using custom but was not successful, maybe syntax was wrong.Did anyone get this to work?Important: Im trying to pull data and not to update data. 

1
M
1 year ago
M
MateoDailyNew
asked in How Do I

Line Item in an Order in WooCommerce - generate invoices based on Specific product (Quickbooks)

Hi,Will the ‘Line Item in an Order in WooCommerce’ trigger allow me to generate an invoice for specific products? Here is what I need:We sell multiple product categories on our website (example: butter, shoes) I only want Zapier to generate an invoice in Quickbooks if a certain product is order is create (shoes).Is this what the  Line Item in an Order in WooCommerce trigger can do? Thanks!

1
Troy Tessalone
2 years ago
B
BcrewNew
asked in How Do I

Create an appointment in dynamics 365 crm when a calendly record is created

I want to create a contact (figured this out) and an appointment in Dynamics 365 crm, everytime someone creates an appointment in Calendly.

1
robschmidt
2 years ago
S
selsrogNew
asked in How Do I

Single zap webinar registration integration

Hi,I'm looking for a webinar platform integration which would enable me to create one Zap, and be zapped when a webinar registration occurs (for all current and future webinars).Besides GoToWebinar (which we no longer want to use), all other webinar platforms I tested (WebinarGeek, Demio, WebinarJam) need a zap per webinar. Which of course is not handy...Any suggestions?Regards,—Roger

1
robschmidt
2 years ago
A
andreaiNew
asked in How Do I

Data validation is deleted from Google sheet when new row created from Typeform

A new row is created with the responses of my Typeform, so far so good. However, I have a data validation in a column that is not being filled automatically and it keeps disappearing when the row is created. Is there any way I can keep the data validation in that specific column cell when creating a row from the form responses?

1
robschmidt
2 years ago
S
Sarah88New
asked in How Do I

Add Prospect to List in Pardot - error loading data

Hi,  I am new to Zapier and am in the process of setting up my first zap.  One of the action I have chosen is to ‘Add Prospect to List in Pardot’ but I get the below errors when trying  ListWe’re having trouble loading 'List' data (Could not get Lists.: Business Unit specified in Pardot-Business-Unit-Id header not found or inactive.. Error code: 201)ProspectWe’re having trouble loading 'Prospect' data (Could not get prospects.: Business Unit specified in Pardot-Business-Unit-Id header not found or inactive.. Error code: 201) Does anyone know what is causing this issue and how to resolve it? Thanks!

1
Troy Tessalone
1 year ago
G
gronzonNew
asked in How Do I

Copy all existing OneDrive files to Amazon S3 bucket

Hi everyone,I’m new to Zapier. Currently I´m working with a OneDrive → S3 integration. Making a Zap for ongoing replication was pretty straightforward. However, I have not been able to figure out how to replicate all the files that existed prior to Zap creation. Hope someone can give insight on how to achieve this.

1
Troy Tessalone
1 year ago
J
jimmyclackNew
asked in How Do I

Send Monthly Email with Google Sheet from Gmail

So I have a google form that my managers input attendance events (call outs, tardiness) onto that then totals up all of the events (and the corresponding point value) for the employees on another sheet. I want to create a zap that will send out an email to all of the employees each month with the current point total. I have tried using scheduler > google sheets > gmail but I am having a hard time figuring it out. I know that I could do this without a zap, but I would rather make it automatic so I don’t have to remember to send the emails. TIA

1
Troy Tessalone
1 year ago
A
alske123456789New
asked in How Do I

Zoomed out / tree / flowchart view of my Zap

Hello, I was wondering if there is any way to get a full zoomed out “tree” / flowchart view of my workflow. I want to have many conditional branches and from what I can tell this can become confusing to get a full overview of the workflow. Are there any solutions for this?   

1
robschmidt
1 year ago
E
Elissa M.Beginner
asked in How Do I

Problem updating an existing Salesforce record

I have landing pages built in Leadpages for these purposes:Retrieving a lead magnet, and the form only asks for first name, last name and email. Zapier creates a Salesforce lead without a problem. I’m the owner of this record.  Requesting a demo. The form asks for first, last, email, title, company and phone number. Zapier creates a Salesforce lead without a problem. Someone else owns this record when it’s created. Requesting a demo AFTER you’ve downloaded a lead magnet - I want to update the record with the new information and change the owner. This is the one that doesn’t work. The problem I can’t seem to solve is updating an existing record with additional information, and changing the owner. Here’s what I’m doing (and that isn’t working); Trigger is the new form submission in Leadpages. This works fine. Find Record in Salesforce  Action Event = Find Record Account is mine Set up action: Salesforce Object is LEAD Field to Search by is EMAIL (because that’s how we’re finding the

1
E
1 year ago
B
brendenvalksNew
asked in How Do I

Single step zap vs a multi step zap?

I 

1
robschmidt
1 year ago
H
hhodgeNew
asked in Troubleshooting

Upload Entire Planning Center Table to Dropbox when New Record Added

Hello!Im working on integrating a DataBase for a company and I am having a hard time uploading files automatically into my dropbox. Im working with the software planning center and I would like to update an entire table to drop box every time a new record is added.Any suggestions? I can only recieve the single new record instead of a whole updated table? Thanks,H

1
Troy Tessalone
1 year ago
S
ScottyShanksNew
asked in How Do I

How to change a "," into a ";"?

Hello, I currently extract invoices from Quickbooks using Zapier and Zap them into a CRM system called Freshworks. Quickbooks products within the invoices are passed in a single line separated by "," (Example: Product A, Product B). The CRM systems needs the products separated by ";"(Example: Product A; Product B).  Any idea how I do this?

1
XRay Tech
1 year ago
D
DataventurerBeginner
asked in How Do I

Create a new user/subscriber in ManyChat

@thehousemanager Just came across your post after spending the day trying to pass contact information from a CRM (Real Geeks) to create a user in ManyChat to whom I could send a chat sequence.  Zapier as a notation in their create-a-zap process that notes “A Subscriber can’t be created in ManyChat”.  Not a good indication of potential success for my efforts!…  Have you come up with a work-around?  I tried using Google Sheets as an interim stop on the way to ManyChat but no success there.  Thank you for your reply!Dave

1
M
1 year ago
S
Sergey SantosNew
asked in How Do I

Email was sent in Plain even though I chose HTML in the Zap

Trigger: Parser - New Email Action: Gmail - Send Email @Troy Tessalone Tr I have a similar issue to @egreene16026 (this post), but probably simpler.I’d like an email received in Gmail be forwarded to several recipients without:showing my email address and recipients can’t see each other’s email addresses.I tried Mail Parser to a test account and It did not have the header info as I removed it in the template.  That part worked as intented. But the email was sent in Plain gibberish, even though I chose HTML in the Zap.Perhaps there is an easier way to do this (maybe even without zapier)?

1
Troy Tessalone
1 year ago
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