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25087 Topics

A
AutohausBeginner
asked in Troubleshooting

Monday x Xero intergration help (adding lines to xero from monday)

Hello, I am finally dabling into Zapier after reaching my limit with Monday accessibility.I am having issue with adding items to exsisting sales invoices from Monday to Xero.   I have tried using just a blank line for Item code and also filling out the “unit Price” with a numbers column from Monday.com, I have tried with multiple invoices and get a similar message The goal is for Xero to automatically have a payment added as a line from a monday board when an item is added, it finds and adds this line to xero for less double handling.

10
ken.a
2 months ago
brilliantops
brilliantopsBeginner
asked in Troubleshooting

Zapier bugged out and overcharged me tasks. Customer service is completely useless. Please help.

I’ve been in contact with Zapier’s customer service for over a week with an agent who is failing to listen to my concerns and who is giving me false information. I’ve lost my patience.Last week, one of our automations bugged out and used up over 26k tasks, when the normal amount is around 1.4k. The Zap in question runs once a day, and uses a loop. I checked the parameters of the loop -- there are 5 tasks in the loop step. Zapier limits loops to 500 iterations. At most, I should be charged around 2500 tasks. Simple math, right?The Zapier CS agent willfully ignored this concern. She just kept repeating the same instructions about how to view the tasks for a given date range. I patiently showed her over and over again that I already knew how to do this. Back and forth for over a week. Waiting a day between emails to get a response.I thought this would be a simple fix -- just acknowledge the error and refund the tasks. We pay Zapier a good amount of money -- why is customer service so comp

13
SamB
Community Manager
1 month ago
M
Monsoon BooksBeginner
asked in How Do I

How do I add space between line items

 I will like to add space between line item, is there any way to do it?  

5
ken.a
3 months ago
I
iNickBeginner
asked in Troubleshooting

Default view in Tables is showing in alphabetical order in my form

I have created a table with the exact order of my items I want shown, but in the form they are are re-arranged in alphabetical order.  The table is set to default view and no other views have been used for it.Is there something I am missing with this?Table of Statuses:Pending DocumentsPending SignaturesPending FilingSubmittedAcceptedRejected Showing as:AcceptedPending DocumentsPending FilingPending SignaturesRejectedSubmitted

7
SamB
Community Manager
1 month ago
B
BraNew
asked in How Do I

How do I automate SMS from Monday.com to Aircall contacts without direct integration?

Hello!I currently maintain an account with Monday.com, and I am interested in automating an SMS feature to send text messages to specific employees within the platform. We presently utilize a virtual phone line named Aircall, enabling manual message sending. Unfortunately, direct integration between Aircall and Monday.com is proving challenging. Consequently, I am exploring the possibility of integration via Zapier. If this avenue is not viable, I would appreciate guidance on alternative methods for achieving the desired integration using Zapier.

1
Troy Tessalone
3 months ago
Z
ZapMasterAadityaNew
asked in Troubleshooting

Zapier pushing two recording links for a single call from OpenPhone to Transcription App

I am trying to set up an automation to auto transcribe calls from OpenPhone and for some reason, Zapier pushes out 2 transcription orders for 1 single recording. Can someone please help me with this. The zap is as follow: Complete ZapA previous faulty run. Even though there is only 1 recording link going out from openphoneAnd only one recording link going into Rev here in this stepEven though there is only 1 recording link going out from openphone, And only one recording link going into Rev here in this step. Revv is getting 2 duplicate orders.I tried with a different transcription app ‘transkriptor’ as well but it is the same case there. Can anyone help me out here please 

16
Troy Tessalone
1 month ago
D
darrianBeginner
asked in Troubleshooting

Zapier Resets Excel Column Width When Adding New Row

My Zap adds a new row to an excel spreadsheet in OneDrive each time a submission is received in Gravity Forms.The zap works as expected except that it resets the width of the columns in my spreadsheet every time it adds a row.Viewers of the spreadsheet are unable to see the data because the columns are too narrow. Submissions come in often, so they constantly have to resize the columns while using the spreadsheet.Is there a way to configure the Zap or the Excel spreadsheet to prevent the column width from being reset?Steps to reproduce:Create a Zap that adds a row to an Excel Spreadsheet in OneDrive. Resize the columns of the spreadsheet manually. Run the Zap. The width of the columns will be reset.A similar bug was reported in this thread: 

6
ken.a
27 days ago
C
CguevaraNew
asked in How Do I

How do I count all records in a Zapier Tables?

Hello, i’m trying to use the Tables tool to manage client requests, and every request should have a consecutive id number. I want this id number to be the amount of records in my zapier table plus one (1), but a can’t find a way to count the amount of records stored. Thank you for your help.

1
Troy Tessalone
2 months ago
B
BRDMBeginner
asked in How Do I

Pipedrive and Kixie Automated SMS

I have a Zap setup to tigger if a Pipedrive deal is updated, and if that deal is in a certain stage in Pipedrive. From there it would send an automated SMS with Kixie. However, the SMS is sending multiple times, like every 10 seconds. Any ideas what’s going wrong here? Is there a way to limit this to 1 and if completed not continue?

3
B
3 years ago
M
MS_userNew
asked in How Do I

Help creating an event in Outlook from To Do

Hey everyone, I am new to Zapier and have got a suggested zap running which creates an event in my Outlook Calendar for a new task in To Do’s. When the zap runs, events automatically come up at 2PM on the selected day i.e. the zap is looking for a start and end date but To Do’s does not have that functionality. To Do’s does have a notes section. I was wondering whether it might be possible to instruct the zap to look for the other event data in this section? Any help would be much appreciated. Cheers! 

2
AndrewJDavison_Luhhu
3 years ago
S
shrief_zakiNew
asked in How Do I

Account has expired and can't add groups!

Hello everyone,   I am a fresh new user of Zapier, I thought I would check the free plan first before purchasing a paid service version of Zapier, I was trying to get Zapier to post from Pages to Groups on my behalf on Facebook account, I was in the process of adding the groups. But I couldn’t add except only 1 group and nothing more was allowed.   Also, I am getting always a message stating that the added account has expired, when I try to press reconnect it fails always, i have no clue what’s going on, please help.     SHRIEF

1
nicksimard
4 years ago
A
Anonymous
asked in How Do I

Transfer Woocommerce attached products to Zoho products

Hi, 2000 products are registered on my WP woocommerce site. How can I transfer all of them to Zoho products in bulk?

1
andywingrave
3 years ago
M
mailleoNew
asked in How Do I

How to create a PDF based on responses to an Airtable form

Hi everyone, I'm trying to create a PDF generation automation. I have a number of PDF "concept notes" each of them tied to a particular option I'd like to list in an Airtable form (though open to other form solutions). I would like users to be able to use a multi-select option in the form to select which concept note they would like to be emailed, and have the automation merge all the options they selected into a single PDF, then email that to the user. I'm not sure how to design the automation to search for the docs (in a Google Drive) based on the form responses. How would you go about setting up such an automation? Any feedback or ideas welcome! Thank you:) 

1
Troy Tessalone
3 years ago
K
kylecoachingNew
asked in How Do I

Facebook Group Reoccurring Event Data Incorrect

I am setting up a reoccuring event. Monday and Thursday from 1:30PM to 2:30Pm for the next 5 weeks. I have verified that it is setup correctly in Facebook (pic 1).  However in Zapier, the only End Date Time is of the last meeting.  So the calendar shows an event that runs from 1:30Pm on the 20th to 2:30Pm on the 25th of May. Thanks   Chuck  

2
steph.n
3 years ago
E
EZlotnikNew
asked in How Do I

Box Updating Versions Zap?

Hi All,   I’ve set up a series of zaps to copy over files from one Box folder to different Box folders whenever a new file is uploaded.  If I were to create a new version of that original file, how could I set it it so that all the copies of that file are similarly updated?

1
nicksimard
4 years ago
J
Jamie CJASNew
asked in How Do I

Automation - Xero

Hi Can anyone please give me any idea how to manage Projects and payments better with Xero or other software. We use Recurly to bill our customers, and Xero to manage supplier invoices (and accounting). We would like to automatically find out which supplier invoices are payable based on whether the customer has paid us.So for example, Customer A hires us to manage a project, we hire Supplier B.When Customer A pays (via Recurly) we are told or flagged that Supplier Bs invoice can now be paid. Thanks and look forward to any suggestions you may haveKind regardsJamie

1
adamsmartschan
3 years ago
F
forbesboundbaby
asked in How Do I

Facebook ad leads from the lead form don't go to CRM Podio

I set up a Zap for a client that delivers Facebook ad leads from the lead form to the CRM Podio and the test leads show up, however the 5 actual Facebook leads haven't come through to Podio. What could be the problem? I set this up for another client and it works just fine.

1
AndrewJDavison_Luhhu
4 years ago
T
Tom_MaloneNew
asked in How Do I

Can I create a Zap that uploads a file to Squarespace every day?

Everyday I update COVID-19 global and US data and manually upload that to my Squarespace website.  I’d like to automate that with a zap.  I can put the freshly updated file in a google sheet, but i don’t see any way to update on Squarespace.  Any ideas?

1
adamsmartschan
3 years ago
B
BimsBeginner
asked in How Do I

Formstack & Google Docs

Hello,I have a formstack form which generates a PDF using Formstack documents (formerly webmerge) but I was wondering whether I could generate goggle doc from the submission. Reason is, Formstack + formstack Documents is proving to expensive for us, especially during this period - so I’m looking for an alternative way to accomplish the same task.Any ideas?

2
B
3 years ago
R
rocketman7kNew
asked in How Do I

How do you make SalesRabbit Leads trigger the Zap?

I have made a couple of Zaps to take newly created or modified leads from SalesRabbit and create an entry in Google Sheets. After I create the lead in SalesRabbit, it doesn’t show up in Sheets. Does anyone know how to fix this? And yes, my user belongs to an Org.

4
steph.n
3 years ago
S
Scout2WinBeginner
asked in How Do I

Helium 10 - Portals

I can not find the Helium 10 - Portals app to create a Zap  

2
S
4 years ago
C
cagctBeginner
asked in How Do I

My Gravity Forms to Google Sheets Zap says it's working, but it isn't

I have set up many zaps connecting Gravity Forms to Google Sheets without issue. My latest one is giving me trouble. The Zap says it’s working but no data gets written. How do I fix a problem that my Zap says isn’t there? What should I be looking at?

1
C
4 years ago
Y
YURI.CALVONew
asked in How Do I

Can I add a pre-defined tag to new Podio items from Google Sheets using Zapier?

Hi everyone, I’m new in Zapier and i have one question about integrating google sheets with Podio.Basically i programmed zapier to create a new item in Podio when i added new data in google sheets. It’s all working fine, but i would like that the new item created in had a pre-defined tag (determined on google Sheets). Can anyone help me with that ?? Thanks

2
SamB
Community Manager
6 months ago
new user in TX
new user in TXNew
asked in How Do I

why can't i get past API key input when trying to set up Zapier w/ Nethunt?

Hello and brand new to all things IT/apps/on-line: so, I’m trying to integrate Nethunt (CRM) to Zapier and it prompts me for Gmail email and the API key but wasn’t able to click continue, so thought it needed some time to update or something…  Tried it today (7 days later) and same thing, login to zapier and takes me to nethunt-zapier prompt for gmail email and API key…  Tried to input the same API key (Nethunt settings says created 4/21/2020) but try to hit continue and nothing happens -- TIA for any help you can give a desperate and grateful novice!

1
Liz_Roberts
3 years ago
Z
zapier360New
asked in How Do I

My Zap automatically toggles off

The Zap is created adds a row to the PostgreSQL database whenever a row is added to Google Sheets. There are no errors. Whenever I toggle the Zap ON it later automatically toggles the Zap off when I refresh the page. There is nothing in task history and no errors. Can anyone point out if there is some error in the way I have created the Zap or is it something else?  

3
steph.n
4 years ago
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