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20243 Topics

L
Linda D
asked in How Do I

Cloud convert Google Drive Zap question

Okay- here is what I want my zap to do- before I try to build it- I would like to know if it can be done :)Folder Set: Projects>####Each folder within the projects folder is unique. Inside each folder we save a series of .tif files. Currently we manually take those files, and create pdfs in Cloud convert and put them back in the folder. The zap might look something like this: If new.tif file is saved to a folder within the projects folder, convert to PDF and save the pdf to that same folder. So for example- if “3654.tif” is saved/copied into file the folder Projects>6433, cloud convert would convert it and put it back into folder Project>6433 as 3654.pdf (both files will now be in the folder).  This would happen for any of the different folders within the projects folder. 

2
AndrewJDavison_Luhhu
2 years ago
J
Jordanmm
asked in How Do I

Shared Drive not accessible by Google Docs automation

I’ve tried pasting the Google Shared Drive folder ID into the Custom field in the Google Docs automation as suggested in these help threads, but it doesn’t work. Below are screenshots of the drive URL in question and the error message I receive.    

3
AndrewJDavison_Luhhu
2 years ago
T
tim829Beginner
asked in Code & Webhooks

Bypass error on webhook that fails to retrieve information

We’re collecting some basic information from users through a wireless portal when they connect to our guest network. Name, E-mail, and Zip Code. This information is passed onto Zapier utilizing Webhooks. I have some Zaps setup and they’re working great. The short of it is the information is collected, slightly modified, then passed on to other external sources as contacts and for logging. Everything works great unless someone inputs a bogus zip code. I’m using zipcodeapi.com to retrieve City and State from the Zip Code that the user enters. If the API fails to lookup the Zip Code because it’s invalid it kills the whole Zap with a error and the contact is never added. There has to be someway to bypass this step on error so I still get the Name and E-mail into MailChimp. Thanks8.7.3

5
AndrewJDavison_Luhhu
2 years ago
A
Aura
asked in How Do I

Having problems with wispform and zapier

My zaps was working perfectly but it started having problems saying that the email field its filled but from Wispform, the person seems to be filling that form

2
AndrewJDavison_Luhhu
2 years ago
P
PorchWindowsDirect
asked in How Do I

Stripe Payout to Wave Bank Account Zap

I have successfully set up a Zap to enter a sale when a customer makes a payment through Stripe.  But how do I set up the Stripe payout so the Zap moves the money in Wave from Stripe Payments holding account to the bank account?

2
AndrewJDavison_Luhhu
2 years ago
W
weaousere
asked in How Do I

Fortmatter Tool: Convert image URL into image file

Hello, I would like to know if there is a way to convert an image URL into an image file and update the Airtable information. In my case, it’s easier to copy the image URL instead of downloading it and uploading it into Airtable. Has anyone try something to solve a similar issue before?

7
SamB
Community Manager
2 years ago
P
Prehistoric SoundsBeginner
asked in How Do I

Ecwid Order to Xero Invoice, adding shipping

Hi,  I’m fairly new to all this. I’m a record store owner. Used ECWID for about 12 months now, love it. Heard about Zapier not long after and started using it to help streamline the shipping of my items (in an indirect way) but it still saves me 3-4 hours a week. So I could see the value in it and am now a paying Zapier user for some months now. I have decided to change from MYOB accounting to Xero, this is in part to the Zapier integration, but there are several other reasons, basically I outgrew it.So being new to Xero and a relative novice in Zapier I sat down to integrate Ecwid to Xero. It connected fine, the integration worked. Kinda!So in my example there were 2 items ordered. One item $40 and a 2nd item $42 and the customer selected Express Post which as it weighs over 500g is $16. Total $98The line items for the products worked fine, but “Shipping” line hasn’t come through. So the invoice has come through at $82, not $98. I’ve tried a few things with some fairly weird results.

6
P
2 years ago
B
brendenvalksNew
asked in How Do I

Single step zap vs a multi step zap?

I 

1
robschmidt
2 years ago
K
kpn95New
asked in How Do I

Error pulling data from Okta trigger into Airtable action when Zap runs live

The app returned `{"message":"You must provide either \"Search by field\" AND \"Search value\" or \"Search Formula\"."} I’m using the event hook type user.session.start in Okta to record session log-in, which I want to send to the corresponding record in Airtable (list of users). When I set up the Zap and pull in test data, it works 100% of the time. I’m pulling the unique user ID (actor ID) from Okta, which is stored in an Airtable field for each record. When the Zap actually runs, however, I am unable to pull in the data from the Okta JSON. “Data Out” for the trigger event shows all the correct values. “Data In” for the search step looks like this: _zap_search_success_on_miss:falseapplicationId:appue2MkPI[...]tableName:tblm7hLT[...]searchByValue:{{123426702__actor__id}}searchByField:Okta user ID I have tried changing the search values for other fields or to a manual {{actor__id}}, which again works in testing but not in production. Does anybody have any idea why the Zap isn’t pulling

17
K
2 years 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
2 years ago
N
NewYorkApostilleNew
posted in How Do I

WPForms Trigger to Create Customer in Square action

Anyone have any experience with linking WPForm in to Square to create a new customer? Also looking to hire someone to come up with a whole new “user experience” to auto-calculate the cost of the service for them. The 2 forms we are looking to trigger is apostilleapply.com and wpmobilenotary.comWe are running the PRO version of WPForms

2
andyc
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
2 years ago
M
MelfreemanNew
asked in How Do I

Google Timeline integration

Any zaps connected to Google Timeline ? 

3
Troy Tessalone
2 years ago
I
InkaNew
asked in How Do I

Parse an email in Gmail to create rows in Google Sheets

Hello, I would like to know if, for example, when I receive an e-mail in Gmail with some data from a person (name, surname, address, phone, e-mail), I can create a Google Sheets sheet that has those headers (name , surnames ...) and include the data in each corresponding cell.I receive the data in the body of the email separated by "/" for example: name / surname / address / telephoneCould this be done? What would be the best way to configure it?I have also tried to see if I can do it from Email Parser by Zapier Thanks in advance.

2
I
2 years ago
S
SebastienBeginner
asked in How Do I

Loop issue in a Path

Hi,  I have a Zap with a Path, with Path A and Path B.When this zap is triggered, it seems to create a kind of loop and it consumes me hundreds of credits. I don’t get why.I tried to duplicate this Zap, remove the path, and only put the “path A” into the main Zap, for example.And in this case, the Zap doesn’t loop when it’s triggered.Do I have something to do to avoid a loop ? The content of my Path A and B doesn’t ask to loop anything, it just trigger an external API, for a platform.The only thing I may think is the way the path is triggered, which can create somehow a loop ?On path A, basically I have : Continue only if ID exists (Zapier is checking in the previous step if the profile is already a member of a Discourse forum)If so, I call the Discours’s API to just add a group to the profile basically.On path B : Continue only if ID Doesn’t exist. (If Zapier doesn’t find anything, the Discourse API will send an invite.)That’s it.Is it possible that somehow, both paths are triggered a

3
S
2 years ago
W
WillianNew
asked in How Do I

Remove commas from JSON message to send Custom Request (POST)

Hello,I’we receive a JSON object of a native integration with commas, example:{"message":"message with, commas, etc”}I need to convert these commas before the next trigger is activated in Zapier, because then I'll send a new POST custom request action with Zapier Webhooks, which will be in error due to the use of the comma inside JSON object. Has anyone ever experienced this?Regards.   

2
W
2 years ago
C
christinaBeginner
asked in How Do I

Smartsheet Copy Row - are attachments included?

HI, For those who uses smartsheet, I know there is an automation where it copys row to antoher sheet if the condition are met. But since I have too many columns that I do not want to copy over, I’ll be using Zapier to copy specific columns if criteria are met. So my question is, does zapier copy over attachment as well when rows are copied? Also, I notice only update row are allow to choose which columns to copy over. Thanks for your help!

3
Troy Tessalone
2 years 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
2 years ago
V
VistaJordanBeginner
asked in How Do I

Updated Task in Asana trigger to Lookup/Update Row in Google Sheet actions

Hello Everyone.I’m currently trying to create a Zap that triggers once a task status (Not started, In progress, Completed) has been updated in Asana and then updates the correct google spreadsheet row relating to that task.I’ve tried using the lookup sheets step but I keep running into parsing errors. 

23
D
2 years 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
2 years ago
C
cynogNew
asked in How Do I

"body failed validation" error in Find Database Item in Notion action

Hi everyone,I have 2 databases in Notion: Clients and Orders. Email is a common field across these two. I'm trying to automatically add Orders of a specific client.For example, if Jane Doe (in Clients db) compleses a new Order (it is added through Zapier from Shopify), then the Jane Doe page (item in Clients db) is edited (ideally I will insert a link to that item page in Orders).My Zapier idea is :When new database item in Orders Find item in Clients with field Email being a variable from 1. Update found item in ClientsHowever, I keep getting this error when testing step 2body failed validation. Fix one: body.filter.and[0].title should be defined, instead was \undefined`. body.filter.and[0].text should be defined, instead was `undefined`. body.filter.and[0].number should be defined, instead was `undefined`. body.filter.and[`I do have 1 item with this email in both databases.Any idea of what I'm doing wrong here?Thanks a lot

10
Danvers
2 years ago
P
ProFlowBeginner
asked in How Do I

SugarCRM target lists

Is it possible, with the SugarCRM 7+ integration to assign a particular contact ID to a target list?It wasn't obvious to me that it existed - would be great if it did, as I dont think it can be done within the SugarCRM BPM module.

3
P
2 years ago
D
drungseaBeginner
asked in How Do I

Create Stripe invoices from new row in Airtable

Hi I’m looking to sent Stripe invoices from editing in Airtable!I’ve set up a  couple zaps thatcreates a Stripe customer from a new row in Airtable via webhook creates an invoice item and sends an invoice to the newly created customer.I’ve successfully created the customer in a LIVE Stripe environment via Airtable, however, when proceeding with the zap step to create the invoice item, the app returns “no such customer”. I don’t know why this is the case, as previous steps have correctly mapped the stripe ID, customer name, etc.Live Stripe keys are being used as well.Anyone have any experience with something similar? Thanks for any help!I followed this tutorial

5
Danvers
2 years ago
V
Victoria_NBeginner
asked in How Do I

Extracting lead name from amoCRM

Hi there! Does anyone know how can I solve my issue with amoCRM integration?I’ve set a trigger for “new task” in amoCRM and as a result of the zap I need to receive a message in Slack with task type and lead name. Currently I have an issue with linking lead name. Which settings should I use to perform Find lead action after trigger is set?  

9
SamB
Community Manager
2 years ago
H
harveyBeginner
asked in Code & Webhooks

Can I create a Zap (subroutine) that can be called by another Zap?

I would like this to be a subroutine since it will likely change over time and will be called by a large number of different Zaps.  Is there anyway to do this?   

7
SamB
Community Manager
2 years ago
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