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Sales & Service CRM
Hi Guys,I’m new here and wanted to ask for suggestions - As well as sales of machinery we also service and repair our customers machines. What would be the most suitable Zapier/CRM integration with Quickbooks that enables recording of customers equipment maintenance, repairs and service scheduling? Thank youRob
Get a Salesforce file (aka Content Document) and use it in a Zap
Finding it very difficult to work with Files—aka Content Documents—in Salesforce. I’m trying to pass a PDF store in SF to a “Combine PDFs” action with Formstack Documents, but I can’t figure out how to access the PDF itself. I can find the Content Document record, and all its details, but the file itself, I’m not able to pass to the next action.
Updates from Salesforce sent by Outlook
Hello Zapier Community! There is a question from the newcomer!I have a task to send updated reports on our sales team which should be taken from the salesforce. They are in my SFDC folder and should be sent to the group of emails via Outlook. The task should be done on weekly basis. It seems to me that this can be automated. And as I am absolutely new to Zapier, I would appreciate it much if you’ll give me any ideas how to start! BR Vitaly.
Google Drive to Amazon S3
We are having problem on our google drive to S3 integration. Before we have no problem on sharing a folder on our main folder and that shared folder will be added in Google My Drive folder. But now google don’t do that anymore it will only show the folder with a shortcut signed folder. When we check the folders generated under customize file folder dropdown it will only shows all the folder inside My Drive the shortcut folders is not showing up. Please advice. Thank you
Attaching Google Drive Files to Gmail
I have a Google Form that inputs data to A Google Sheets file.Once that Sheets file is updated, Zapier extracts the data and sends out an e-mail with all the form data.The last step of the form is for the user to upload files, which get created as links in the Google sheet to files on Google Drive.When I tell Zapier to use that link as an attachment, I get an attachment in the resulting e-mail that is named “ServiceLogin” and the actual file is not attached.I’ve tried changing the permissions on the folder where the files are stored to “Anyone with the link can view” but I still do not get the attachment in the e-mail of the ACTUAL file. Any thoughts?
Automated email reminders
I’m curious to find out the best way to generate email reminders to occur weekly - in line with days and times of courses being attended. The aim is to send an email reminder to attendees to complete an online COVID-19 Form.Sales are made in Ticket Tailor and email service is with Gmail. I have set up a delay to send the email 1 hr before as a one off event, but I assume I can use scheduler too. Are there any other methods people might consider using to create the workflow? Several people can attend a time specific course too.
Help with Slack to Google Sheets Zap
Hi there! I’m hoping somebody can help me build my ideal scenario: Ideal Workflow: In Slack, I reply with an emoji, which creates a Google Sheet Spreadsheet titled the name of the channel. Later in the Slack channel, If I react with a different emoji, it adds that Slack message as a row in that Google Sheet Spreadsheet. The Issue: On paper, this seems like an easy Zap, but I’m hitting bumps. Specifically, because I can’t have two triggers in one Zap, my Zap is having a hard time finding the new google sheet. Anybody have any advice?
Pipedrive and google analytics
Dear Zapier-community, I am trying to link Pipedrive deals to google analytics. Only I am not sure what to do. For now I have: → When this happens → new deal in pipedrive→ create a measurement → google analytics But what do I fill in at stage 2? Should I fill in '’run a report'’ instead? I'm a little confused here. How do I make sure all the new deals coming in through pipedrive are succesfully showcased on google analytics/google tag manager? Thank you in advance!! Diego Reppas
Using formatter to extract with custom pattern
Hi, I am creating a custom workflow and using Zapier formatter with custom python regex with groups. Custom python regex(?P<action>MY-DATA)\s+:desc:(?P<desc>.+):\s+:priority:(?P<priority>.+):The text string I am trying to check withMY-DATA :desc:please provide my information about https://mydata.com/thisismydata: :priority:3: I used regex101 and it shows that its perfectly fine, but for unknown it is not working in Zapier formatterhttps://regex101.com/r/22FIoy/1 Can someone help me in figuring out why this is failing. Regards,Mudasir
Can I post on a forum after publishing a video in a Youtube Channel?
Hi!I have a Youtube channel with technical videos. Every time I post a new video, I would like ZAPIER to write an entry for me on several blogs, like this one for example: https://forum.unity.com/I haven’t found any ZAP for that, is it possible? Thanks!
How do I select the third item from a Pick from list Formatter step?
I am stuckI want to pick the third item in a list.. I have tried entering 3, 3-th, 3rd, etc Please can someone help me pick the third item on my list? I can easily click the first, last, or random selections.. How do I select the third??
Total newbie: help setting up google drive to youtube zap
Hi there-I just tried creating my first Zap, set to create a YouTube every time a file is placed into a folder on the G Drive. I’m getting stuck on the data I need to enter on the YouTube side for Title, Description, and Video. Where am I getting those? Thanks!
Hi,I hope you could help me.I have a working and currently used Zap.I created a new Zap and it passed.But when I got done with the new zap after it passes testing, I couldnt share it. Like it sits there on the “Your Zap is on! Want to share a copy?” pop up window.If I exit and share manually, I then get this error: “0,c[e.message]) is not a function (throttled)Uh Oh, something is not quite right. This might be a temporary problem though, so click here to try that again.”
Printful + Zapier Automation
So I’ve been trying to create zaps between my prinful and gmail account! For some reason, when I’m setting it up, Zappier cannot retrieve any orders from my store when I have at least 5 active orders! And even when I bypass the test trigger and save, my customers are not receiving email from me. I don’t know what to do. I also need it to connect to my printful store because I need to be able to tell zappier to include shipping information in email and the example order does not have shipping variables!
Return data in HTTP Response from a Webhook Post
Hello I am new to Zapier so forgive me if this is something obvious. I am using a Webhook to post information to create a new Quote in our Saleforce system. Once I create the Quote I get the ID of the new Quote. How can I pass the ID of this new Quote back to the user so they can then add Line Items, Attachments, etc… using additional Zap Webhooks (which require the Quote ID to attach to the proper object)Unfortunately, every method I have tried will not return any data in the HTTP response, only the Successful receipt from Zapier. How can I pass the ID back to the User that made the request so they can further build out the Quote and add the necessary attachments?Thank you for your attention
PipelineDeals person entry
Hello,I am trying to enter new contacts into PipelineDeals when a new ticket appears in my ZenDesk View. I’m getting the following error message in the task log: PipelineDeals: The app returned "This looks like a duplicate Contact owned by Dawn [surname]. You can save anyway and a new contact will be created or cancel and start over." How do I work past this? I want to make sure there is no duplicate and then enter the person. If there is a duplicate, the action should just stop but this error message is generated in the task log with no way to fix it. This post has been edited by a moderator to remove personal information. Please do not include personal/private information in Community posts.
Extracting metafield data from Shopify to Google Sheets
Hi, I’ve been stuck for days on this and am not sure how to do this. What I’m trying to do:Each time a new order from Shopify comes in, create a new row in a sheet in a specific Google Sheets file From Shopify order, pull metafield data that is delimited (not properly formatted because I am utilsing an app to customise fields) Then insert each of the formatted metafield data point (after proper formatting) into each of the specific cells in Google SheetsIssueI am able to get point 1 up easily.For 2, I use Formatter and got screenshot 1 below which seems to looks OK. It looks strange though, that after “0:”, it continues with “0:” again.For 3, I have issues with it. With reference to screenshot 2 below, I can’t seem to see the nicely broken down line items I see in screenshot 1, for utilisation in the “Type or Insert” fields. All I see is the jumbled up unformatted full line item. How am I able to do this correctly, such that I can correctly utilise the outputs from the Formatter? Thank
Having a nightmare with a simple flow
HI All, I am trying to resolve a workflow, but Zapier Support are sending me in circles, being vauge and not helpful, so I’ve come to the commuity for support. Issue - Getting a Zap to update a Row on a Google Sheet. 1 - I’ve got a webform that sends over a hook to Zapier2 - Zapier catches it and adds a new row to a Google Sheet.3 - If someone edits thier Webform and re-submitts - this tiggers Zapier again4 - Zapier performs a lookup by ID. When it finds the ID, its intructed to update all the row details I’m not having any luck with step 4. I just wondered if someone could post either a step by step of a scenario (i.e. a webhook) that triggers a new row or an updated row depending if the row already exsisits (i.e. new if not, if exisit then update) Its drving me mad and support is being no help at all, being moved from agent to agent and thier answers being vague and unhelpful. Thanks all.
Gmail attachments and inline images are not included in the data I'm trying to send to Clubhouse
Here is my zap setup:In my test, it correctly finds the labeled email. The email has both an inline image file in the body, and a file attachment.I want to put the full email into the description, so I used Body HTML and All Attachments. Even before I test the zap, the All Attachments tag shows “no data” which says to me the Gmail fetch is not capturing the attachment.And not surprisingly when I run the test, only the text makes it into clubhouse. The inline image and the attachment file are not there at all.
SquareSpace Commerce data via webhook
Hi friends, I have a Squarespace commerce account that I am trying to grab data from via a webhook GET. The flow currently is:New order in stripe Webhook to take stripe metadata ID for stripe order and connect to Squarespace Commerce API for full order data at that metadata ID Take order data from SS and map fields to airtable record When I am doing this in test with the Zap off, it is able to grab the appropriate data from the webhook and pushes it to Airtable. However, when the Zap is on and live, it doesn’t grab the actual webhook data. All the fields are blank. I took a look at the same Squarespace endpoint in Postman and it looks like the data it is grabbing in Zapier in the test is correct and the same JSON. When I contacted Support, they said that it might be actually a step nested further under “Result”, but I’m not seeing that in Postman, and adding “restult__” to my pills didn’t do it. Anyone have any ideas here? Happy to provide any other data that’s helpful.
Zapier POST url for webhook
I am trying to integrate Contentful with Zapier. I have done the authentication between the services. And now i want to create a webhook from Contentful that will trigger Zapier URL whenever new entry is published. Where can i find the Zapier URL on which i should POST the data?
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