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17363 Topics

F
Fahad.SBeginner
asked in How Do I

How to have only one line of item from processing

Hey, this is how the automation goes.There are 3 different types of events a customer can book from a shopify store I am working with1 day event2 day eventmonthly eventI have 3 different automations for all 3 of these.The problem I am facing is I noticed people add to cart and book more than one of the 3 events mentioned in one order.So the output of the order will have the details of more than one event in Zapier as line items and the automation is created to handle only a specific event using filters. So what happens is it messes with automation as the input to certain action such as “Format date” with have 2 inputs and this stops the automationIs there a way I can say to Zapier that if a line item has a particular title, then continue and if not then have different paths for each line items or something?

2
Danvers
Community Manager
6 months ago
T
Trying to Male Things WorkNew
asked in Troubleshooting

Memberpress Error - Transaction Subscription

I have MemberPress and Zapier connected. I’m able to create memberships and transactions just fine. The ONE issue I am facing is that the subscription IDs are not being passed on in either the create or update transaction actions in Zapier. Everything else is created or updated just fine. But this one issue is preventing the subscriptions of being recognized as active. 

2
Danvers
Community Manager
6 months ago
J
jaystackedNew
asked in How Do I

Need Help with integrating Zapier with Wordpress Form, Google Sheets and Email

Hi, I'm looking for help for a specific usecase I'm hoping to use Zapier for.What I'm looking to do is recreate an insurance calculator that my client wants to show on their website. I have the excel spreadsheet available which I'll be uploading on Google Sheets and what I'm thinking of doing is that the website user will enter their information (ex. Name, Date of Birth, Age, Sex, Current income) on a form in the website and then have this information transferred over to the insurance calculator that's uploaded on Google Sheet via Zapier. This will then update the calculator with the required information which then will result in the rest of the calculator to get updated according to the pre-built formula inside the calculator. After, this will then trigger an action to copy the form, rename it to the user's name, and emailed to the user's email address via Boost Space.Can someone please help me with this or kindly confirm if this is even doable with Zapier, a Wordpress Website form, G

1
Danvers
Community Manager
7 months ago
S
schooltechteamBeginner
asked in Troubleshooting

Unable to receive email from Hubspot

Hello, When testing a Zap to send an email to a recipient in Hubspot, the email never gets to the user’s actual email address.  It shows in Hubspot that it has been logged/sent, but recipient does not receive it.  What settings should I check? Thank you.

5
S
5 months ago
T
twentyteamNew
asked in How Do I

Schedule an email to all records that match a given day

Hi all,I have table that contains records with 2 columns: 1. user email and 2. date and time.  I am trying to create a zap that will regularly scan a table to find a record where the record’s date and time < current date and time for that day. The zap will then send an email (template) to each of the email in the records that match the condition. Grateful if you can advise on the best way to implement this zap.For example assume that right now it’s 11.00 am, Dec 22 2022 and the zap is scanning the following table:Record 1: usera@gmail.com (9.00 am, Dec 21 2022) Record 2: userb@gmail.com (8.00 am, Dec 22 2022) Record 3: userc@gmail.com (10.00 am, Dec 22 2022) Record 4: userd@gmail.com (2.00 pm, Dec 22 2022)Ideally, the zap will send only send emails to record 2 and 3. Record 1 is not selected because the date does not match today’s date and record 4 has not yet happened. Thank you. 

2
Liz_Roberts
Community Manager
5 months ago
J
Jordan at APEX AlbertaBeginner
asked in How Do I

How to add default information when a record is created (Google Form to AirTable)

My company is hosting an event and I have built an airtable to keep track of attendees registering. I have one table with the name of the events we host and another with attendees. I use a link to another record to assign which events attendees register for.I want to use a form (google forms) on our website for people to register with. The problem I am facing is that I can collect all the information I need and assign it to the correct fields. However, I can’t assign the specific event as I am not collecting that data in the form. Is there a way to automatically fill the event they are attending with a zap? If they register through this form I know they are attending this specific event so I think there should be a way to automatically assign the event when a record is created.I hope this explanation is clear enough 

1
J
5 months ago
C
ConjurorNew
asked in How Do I

Extract info from CRM to create New Customer in QB

Hey there!I’m relatively new to Zapier and automations (I only have a couple of simple things running) and looking to create something a bit more complicated (for me!).I currently use a CRM that does not connect with Quickbooks. When I create a client in my CRM, I’d like to automatically have a new Customer created in QB. I’d like to be able to include First Name, Last Name, Company (if available), Email, Phone, Billing Address, Fee, etc.My original thought was the send an automatic email to myself with the info I want then find a way for Zapier to put that info info QB. Is that possible?Any alternative/more efficient suggestions would be appreciated as well.Thanks! 

7
Troy Tessalone
4 months ago
R
rob_hstNew
asked in Troubleshooting

Missing text into discord bot message collected

I’m trying to collect this type of message and transfer it on a gsheet, when i send it via this way : It works, but by the other it doesn’t, does someone have an idea ?For the first message (the one from the bot, col B appear empty)  For the second message, from a standard user, the col B is completed :  

2
chanelle
Community Manager
6 months ago
C
Christian123New
asked in How Do I

EXCEL, OUTLOOK, WORD DOCUSGN FLOW HELP

Hello,  I’m new to the platform I want to be able to take data from one excel sheet to another sheet that and then create an email to notify relevant departments and create a  docusign firstly enetering the data into a word doc to be sent out to the customer. If anyone is available for a call I’m happy to pay for your time to help me get setup 

1
Troy Tessalone
7 months ago
C
ConsigasBeginner
asked in Code & Webhooks

How to integrate ZAPs with another company?

We need to build a workflow to automate a process with a supplier, and I’m wondering if this is something Zapier can help with?The supplier is using SmartSheet and at the moment we need to manually fill in a SmartSheet form to send requests to the supplier. Zapier, of course, has an integration with SmartSheet but our supplier cannot give our Zapier account access to their SmartSheet account as the access control is not granular enough. So I’m wondering if there is a kind of Zap to Zap integration which would allow us to set up a Zap in our Zapier account which sends data and then triggers a Zap in our suppliers Zapier account which then adds data to their SmartSheet.Thanks

3
MohSwellam
6 months ago
R
Rhysa1New
asked in How Do I

Keap Max Classic To Xero - New Sales invoice Zap

I’m trying to create a new invoice in Xero when we create an invoice in Keap Max Classic. I’m unable to map the ‘quantity’ fields for line items. There does not seem to be a ‘quantity’ field option in the KEAP dropdowns when mapping.Does anyone already do this who can shed some light on how to overcome this?Thanks,Rhys

6
christina.d
Community Manager
5 months ago
J
Jan_AcarBeginner
asked in Troubleshooting

Creating draft mail in Outlook doesn´t work, only in outlook.live

Hi guys,i am facing a problem in one of my zaps. The zap should create a draft email in Outlook, when i set a specific tag in asana. The problem is, that the draft email gets created in my outlook live account and it doesn´t matter if i set up the zap with the outlook app or office 365. In any case, the draft email gets created in the outlook live account, which is not able to synchonize with my outlook desktop app.My aim is to get the draft email in my desktop app, not in my web oder live app. Anybody here with the same problem or a solution?Thanks so much!Jan

3
Danvers
Community Manager
6 months ago
V
Vincent34axeptioBeginner
asked in How Do I

Gmail file -> Google sheet

Hello everyone,I am looking for a process to retrieve data from a CSV that I receive every week by email.I automatically receive this file by email and it has 34 columns.Only 5 are useful for me.However the file is over 250kb and therefore I cannot format with zapier my file.The idea is that I can recover only the good columns to lighten the file but I did not find any process.Any ideas for a process? Here is my process so far:Find new attachment (Gmail) --> Upload to google driveNew Google sheet in a Google drive --> Create Spreadsheet Row(s) in Google Sheets I tried several different processes but none worked...

2
V
7 months ago
F
FaulkalNew
asked in How Do I

How do I look up a name in a Google Spreadsheet and then return the value of a certain column?

Hello there. Im trying to setup a trigger in my discord that is like /points or !points or something like that. What it will do is get the persons name that sent the trigger, look them up in a google sheets spreadsheet and then return a value of a certain column. am i able to do this?

5
Rachael S
Community Manager
7 months ago
W
Weim1Beginner
asked in How Do I

Qualtrics to Rybbon Anonymous links

Hello I contacted Zapier Support but it has been 4 days and no reply, so I am hoping that someone can help.  I need to create a Zap that pulls a Rybbon gift link and displays it at the end of the survey.  I understand that the recipient would need to write it down but we need to be able to send the link at the end of the survey without collecting any email information.   I am told that this could be done, but I need guidance.  The direct connections with both Rybbon and the Zapier template require an email.   Thank you in advance for any help you can offer.

4
W
6 months ago
M
MayanneNew
asked in How Do I

How can I ensure only labeled emails will be forwarded to the email parser?

I tried the email parser and forward specific email label only but all emails are being forwarded. How to ensure one the selected label will be forwarded?

8
Rachael S
Community Manager
7 months ago
M
MikeRNew
asked in Troubleshooting

Openai not receiving all body

Hi guys, when connecting Notion to create a database item containing data from chatgpt (openai) I only receive half of the chatgpt content. Around 200 char. I can’t find a limiter in de config, so do any of you know if openai, Notion or Zapier is the botlleneck?Setup to receive content in NotionContent:1. Title:[title]2. Choices Text: [chatgpt answer] 

1
Danvers
Community Manager
4 months ago
M
Mads PeterNew
asked in How Do I

How do I find custom questions from HubSpot Meetings?

Hi,  I would love to figure out whether this is possible or not.  I am using Hubspot Meeting Tool to book demos, and beyond the basic fields as name, email and phone number, we have added a custom question in Hubspot.  When we get booked a demo, then we would love to create a new deal in Pipedrive, which involves ALL the data from Hubspot.  But I am not able to find the custom question in Hubspot, when setting up the action in Zapier.  Does someone has the solution? 

2
Rachael S
Community Manager
5 months ago
J
JakeJocomoNew
asked in Troubleshooting

How do I report a company that took my money and didn't back up their work

I hired a company in Georgia that I found on Zapier.  This company took away functionality to my website.  I asked them to build out a membership with membership pro.  They didn’t back up the website before they started therefore after taking my 4k, they left me with a process that I need to redo the whole process and also pay another company to do it all again.  

1
Danvers
Community Manager
7 months ago
B
brunoseibertNew
asked in How Do I

Automating email data gathering

Hello guys!I'm new to Zapier so please forgive my newbie question.I receive autogenerated emails that include Invoices and in the body of this emails are the company name and total value/vost. I would like to this:Copy specific parts of the body of the email (cost, company name, invoice number, etc) all to different rows of a excel spreadsheet.All the emails are formatted the same way, so it will be a easy to set a standard once I now how to program it.Here is an example for bette understanding. DOCUMENT NUMBER. : 0000006880 DATE : 09/11/2022 INVOICE AMOUNT. : 236.572,00 CLIENT NAME. : CONFIDENTIALCITY. : NEW YORK Nº PV / CONTRACT : 0000019265 / PO 40370/22 REPRESENTATIVE : BLUE TRADING  Thanks!

2
jesse
Community Manager
6 months ago
R
rada2647New
asked in How Do I

Change status in Google Sheet

I have a board in monday.com. I want to automate the system more so when an item gets to a specific status, I want it to look for the item id and then change the text to No to Yes. How do I do that?

2
Rachael S
Community Manager
7 months ago
O
onetothesixBeginner
asked in Code & Webhooks

Paywhirl webhook runing on Shopify using GET Webhook by Zapier using token

I would like to retrieve subscription info from our Shopify shop, who uses Paywhirl as subscription plattform.I tried to set up a GET Webhook by Zapier.  However, when I add the token in the field “Basic Auth”, I only get “Unauthorized” I also tried to set an additional header to use tokens...same result: My Question - Any Idea how to bring this GET through? Thanks already for the help! Documentation on Paywhirl API for Shopify:https://api.shop.paywhirl.com/2022-04#tag/Subscriptions/operation/subscriptionsShow

1
O
6 months ago
H
HGT ZapsBeginner
asked in Code & Webhooks

How to create appointment invitees in Follow Up Boss using API

FUB Appointment API: https://docs.followupboss.com/reference/appointments-1 I have a problem in creating the appointment invitees using FUB API. I’m using Custom Request in Webhooks by Zapier because the Zapier support told me that it would be helpful if we did that but I’m getting this error. This is my data in Zapier.  I also checked with FUB Support and they said that the format is correct but all the JSON is being escaped and sent as a string, not an actual JSON object.  Anyone have an idea to do this? Thanks. 

2
H
5 months ago
J
Juan F QuevedoNew
asked in How Do I

When a folder is created in Dropbox, the Discord message doesn't show the folder's name

Hi, i’m new Zapier user and i’m trying to do an Alert bot to discord. I managed create a “communication” between Dropbox and Discord but everytime the message show up when a folder is created in dropbox the discord message dont show the folders name, only says it was created a new folder.This is impossible to do or im missing something?

2
J
5 months ago
D
devonatcriblBeginner
asked in How Do I

How to deactivate/remove users in Zapier using Zapier's own API?

Hi there! Is this possible? I am trying to deactivate/remove users from our Zapier Team using the Zapier API through another workflow medium. The documentation seems to elude  to working with Zapier integrations but not their Admin settings.If there is a way, I can manage the our Org users via an Admin area that is not in the web GUI… could someone point me to the right guides?Thanks in advance for your assistance! 

2
D
5 months ago
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