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20222 Topics

S
Svetlana_K
asked in How Do I

Linkedin/Activecampaign

Hey! Who works integration? What features and functions does it provide for work, can I send a mailing list or save my contact information?🙂

1
AndrewJDavison_Luhhu
3 years ago
rarmont
rarmontNew
asked in How Do I

Change the order of multiple actions within a zap

I created a zap for Asana that automatically assigns subtasks for new tasks within a project. There are several subtasks that are created using this zap, and it's working great, but I want to change the order of the actions so that I can delay the assignment of three of the subtasks until the due date has been reached.How do I change their order? I don't see a way to do it within the zap interface.

1
AndrewJDavison_Luhhu
3 years ago
S
Sven
asked in How Do I

Maybe a beginner question - how to merge files to a PDF in Drive

Hi there, I'm new to Zapier so please be kind ;) Is this possible: our team uploads to a Google Drive folder per customer some Fotos (jpg), a PDF (like a report) and a elevation plan as PDF. Now I would like to create a zap which merges the photos with the two others Pdf to one single PDF. Even better would be if then the merged pdf plus a other file from the same folder could be send to the customer automatically. Sorry for my bad English I'm from Germany and a little bit rusty writing in English. Cheers, Sven

1
AndrewJDavison_Luhhu
3 years ago
J
JeffBBeginner
asked in How Do I

Getting a link out of an email

Hello! Is it possible to pull a link out of an incoming Gmail and use it as a variable in a new outgoing Gmail?Thanks!Jeff

1
AndrewJDavison_Luhhu
3 years ago
khakman
khakmanBeginner
posted in How Do I

Looking for feedback on this "Create your first Zap" tutorial from TeamworkIQ

We are looking for feedback on this "Create your first Zap" tutorial for TeamworkIQ (a simple platform for process management and checklist-driven workflow automation) as well as the Zapier App for TeamworkIQ. It's our first Zapier integration and we'd greatly Zapier community guidance and suggestions on the user experience for both of these.Zap Tutorial: http://help.teamworkiq.com/en/articles/3664985Invite to the App: https://zapier.com/developer/public-invite/82232/0dedb8e71f9f23c7677314565cd1a2fc/Thank you. :)- The whole team here at TeamworkIQ

1
PaulKortman
3 years ago
Cartman
Cartman
asked in How Do I

Getting Multiple Zaps to Interact

Hi there,I've been trying get multiple zaps to interact but a solution eludes me despite trying different apps and possible workarounds (e.g., using Digests).I'm able to get two different zaps to extract the "email" and "amount" individually, but I get stuck at trying to create a converging scenario where the aforementioned are matched from App X and Shopify, in order to spark the production of action Y.Any ideas? 🤔

1
AndrewJDavison_Luhhu
3 years ago
H
HealthEngine
asked in How Do I

How do I get the TASK ID of the currently running Zap?

I want to create a record in Salesforce, but I want to write into a custom field the TASK ID of the Zap that created the record. Is this possible?On a related note - is there a full list of all the {{zap_meta_*}} options somewhere?Thanks all!

1
AndrewJDavison_Luhhu
3 years ago
T
teague
asked in How Do I

Webflow Substack integration??

Hi guys! I need to create a Zap that takes an email address (submitted via a Webflow signup form) and adds that to a Substack newsletter. Here's an example of the Webflow signup form:https://offpiste-c640b3.webflow.ioWhen the user fills out their email address on that Webflow form, I need it to go to my Substack newsletter - just like if the user would have typed it onto the this page:https://offpiste.substack.comSubstack has an embed HTML for websites, but it's really ugly so i'd like to use the Webflow signup form because I can brand it (and I don't want people going off my site to to Substack to signup for a newsletter). Here's the code:<iframe src="https://offpiste.substack.com/embed"; width="480" height="320" style="border:1px solid #EEE; background:white;" frameborder="0" scrolling="no"></iframe>Hope you can help me here! 🙏

1
jesse
3 years ago
R
Rusty
asked in How Do I

Integrating Keap to Hubspot

Looking for insights on integrating Keap Pro to HubSpot for a client, who is asking for validation that it will work before they buy Zapier.The client represents a manufacturer that uses HubSpot to capture leads for the dealers. The dealers have to manually log in to the manufacturers HubSpot app to get their leads.Our client want to automate the process so they can automatically add the leads into their Keap Pro app.Any insights would be greatly appreciated.

1
jesse
3 years ago
J
JackKehoe
asked in How Do I

Does anyone know why the zap isn't triggering?

This is the second client this is happening for. I onboarded them as a partner. I have admin access to ad account and page. For the first one I also made sure to have lead access. The leads are still not triggering from FB

1
Danvers
3 years ago
P
Pedro
asked in How Do I

Como configurar o Zapier no Gerenciador de Anúncios do facebook ads?

O que acontece é o seguinte, temos campanhas de geração de cadastros para um cliente, foi feita uma configuração aqui no Zapier que mandar os contatos que eram preenchidos nos anúncios direto para o Gmail do cliente, só que por algum motivo desconfigurou e agora não estou conseguindo configurar novamente. Ou seja, não estou recebendo mais esses leads no Google Drive. Alguém pode me ajudar?Agradeço desde já!

1
Danvers
3 years ago
H
Herschel
asked in How Do I

Updating a Hubspot Ticket

Is it possible to use Zapier to update an existing Hubspot ticket, specifically the stage/status?

1
Bryan_from_workload
3 years ago
S
SimonC
asked in How Do I

Getting data BACK from Zapier to WordPress

I love Zapier and Gravity Forms and WordPress.I love triggering things through Gravity Forms, but I'm in a situation where I need the result of a zap to go back to WordPress and tell the user what the result was. Do I need to call the wordpress api for this?More detail: I let a user submit a form to create a new Salesforce Object - an account. I want to make sure a user doesn't create an account in Salesforce if it already exists.So the form takes a name. A zap grabs the name and searches Salesforce to see if that account exists. I can get this far, but not further:If the account already exists I want to send that response back to WordPress/Gravity Forms and tell the user that a duplicate exists. How do I get this info from Zapier back to WordPress/Gravity Forms??Thanks, I'm really sweating over how to do this.

1
Bryan_from_workload
3 years ago
Z
ZapBang
asked in How Do I

Data field sometimes does not get pulled

Hi,I have a Zap from ActiveCampaign to Vcita. It's triggered by a 'New automation webhook', which gets called in AC at the end of an automation. Part of that automation involves setting the value in a custom field. 99%, the Zap pulls the value from the field correctly. But sometimes it does not pull the value of the field, instead passing a blank value to Vcita. But the contact in ActiveCampaign shows a non-blank value. Why? Here is the entry in ActiveCampaign with value setHere is the Zap for the data output of ActiveCampaign. Note there is no "Marketing Source" field that pulled: Normally there would be a "Marketing Source" field set in step one above. For someone reason it is not in this instance. Why?

1
Danvers
3 years ago
V
vgrow
asked in How Do I

Convert Email Table into Google Sheet Rows

I'm not sure how to convert the body of this email (plain text) which contains a table into new rows into Google Sheets.I have been trying to use Formatter by Zapier to achieve this but not getting there.Help please!

1
Danvers
3 years ago
jag
jag
asked in How Do I

Populating a Docusign Form Template with Woocommerce Checkout Data?

Hi all--I've successfully enabled a zap that triggers a signature request in Docusign on certain Woocommerce transactions, which is working well. What I'd love to do is to populate more of the form fields on the Docusign template with data from the Woocommerce checkout transaction so the customer doesn't have to enter their information twice. Can anyone point me in the right direction for that? Would I need to capture the contents of the checkout fields first in some sort of intermediary document and then pass that to Docusign as a new template, then request signature? That seems klunky, but it might work.Thanks in advance for any ideas you may have.--jag

1
Danvers
3 years ago
B
Bodul
asked in How Do I

Zap & Manychat

I am not using Zapier for a long time and I am wondering, is it normal that I have to reconnect Manychat app to Zapier? This is already my fourth time I have to reconnect and that would say that If I am not aware of that, my zaps are not running.If I am wrong, please let me know.I appreciate any help from anybody.

1
ikbelkirasan
3 years ago
J
June
asked in How Do I

How do I transfer leads been sent to my outlook to my crm (Hubspot)

Is there a way to transfer leads that are emailed to me, in the body of an email to hubspot CRM?

1
Bryan_from_workload
3 years ago
R
Rob
asked in How Do I

Can you connect to a Clickfunnels account through Zapier as a sub user on CF?

I tried connecting to a clients Clickfunnels to process a zap and I couldn't do so as a sub user. I think it's because I'm actually logged into my Clickfunnels. Is there another way, aside from asking the owner for the login details?

1
Danvers
3 years ago
K
KinpachiSensei
asked in How Do I

Jira-Update Fields

Hello,I am trying to create a Zap which will check if a technician is assigned to a Jira ticket, after x amount of time. I've got the logic down, but it seems like the Zap only retrieves data from Jira upon ticket creation. It does not look to refresh the data after the time delay, and relies on the original data provided.Is there a way to get Zapier to update the data from the ticket before making the filtered evaluation? I need for it to check again to see if a technician is now assigned after the time delayRegardsKinnon

1
K
3 years ago
J
JacobBeginner
asked in How Do I

Following up with sales team after event

Hi there,I am trying to follow up with an external sales team through email after an event ends. We do NOT share a CRM which has complicated this.Here's what I thought I could do Zap 1:Call center uses airtable form with lead informationZapier creates a google event with relevant lead information in itI manually add a closer based off location and availabilityZap 2After google event ends, zapier sends an email to the closers email asking how the proposal wentThe issue here is that if I create an event with two guests (lead and closer), I can't send an email to ONLY the closer.If I could make a custom property titled closer, I could, but that doesnt seem possible with Google Calendar.Just typing this out, has made me think of a less than ideal situation where I create two google events, one for the closer and one for the lead, though I'd rather not do that.Any ideas on how I can do this?Also I use Pipedrive CRM for myself if there were a way to create a follow up after an

1
AndrewJDavison_Luhhu
3 years ago
D
Dand
asked in How Do I

Shopify with Customer.io integration issue

Hi everyone, 🧞‍♂️In my company, we use Shopify to sell some items and we have our regular site to sell other items.We use customer.io as our CRM tool.We want to integrate Shopify with customer.io.The trigger should be that whenever a customer makes a purchase on Shopify, it either updates the customer info in customer.io (or creates a new one if inexistent).Where we're struggling is that, the customer ID we have in customer.io and shopify will never match, therefore, it will always create a new customer and never update an existing one.The customer ID is the required field. If email was the required field and the one we could use to match, that would solve our issue.Has anyone experienced this? Any workarounds?Thanks!!🔮

1
jesse
3 years ago
K
KinpachiSensei
asked in How Do I

Update Jira ticket State in the middle of Zap

Hello,I am trying to create a Zap which will check if a technician is assigned to a Jira ticket, after x amount of time. I've got the logic down, but it seems like the Zap only retrieves data from Jira upon ticket creation. It does not look to refresh the data after the time delay, and relies on the original data provided.Is there a way to get Zapier to update the data from the ticket before making the filtered evaluation? I need for it to check again to see if a technician is now assigned after the time delayRegardsKinnon

1
K
3 years ago
Z
zoomutah
asked in How Do I

Delay For Question

Hello,I want my zap to wait 10 minutes before it does something however I need it to check the status of a data field and then run IF the condition matches. It doesn't seem to work that way. My question is this.Let's say I have a data field called "Stage" and the default value for this is "Lead". Zapier pulls the data in and then programed to wait 10 minutes before doing anything. After 10 minutes Zapier needs to check the value of "Stage" and see if it's STILL "Lead" or if it's anything else. The way my zap is setup is when "Stage" exactly matches "Lead" then proceed. If it does not match "Lead" then finish the zap. When I tested this it doesn't work and I'm curious if Zapier is taking the INITIAL data "Stage=Lead" and then finding it always true after 10 minutes OR should it be checking the feed AGAIN to see if the Stage=X and then proceed if it matches?Not sure if I'm m

1
AndrewJDavison_Luhhu
3 years ago
W
wrapco
asked in How Do I

Trigger only 1 time

Hi,I want to send and email(mailchimp) to new customer only 1 time after 1st payment is done(from quickbooks) to ask them to leave a google review. But I dont want it to happen everytime there make payment on their next purchase.

1
AndrewJDavison_Luhhu
3 years ago
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