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17377 Topics

C
cloakBeginner
asked in How Do I

Auto populate Hubspot Contact Notes

I have a virtual assistant type service where if I don’t pick up my phone, the call is re-directed to the virtual assistance. The VA then sends an email to me with the call details which is simply a template that is populated by the VA with the unique information of the caller. I have set up Zapier email parse and have the following process implemented: Email from VA -->Forwarded to Zapier Email Parse -->Zapier Zap pushes the information into Hubspot and creates a new contact. The only bit i’m missing is populating the Hubspot Contact Notes (Hubspot Contact > Activities > Notes section). What field should I be selecting for my Zap to populate this in Hubspot? I’ve tried a few and none of them work. Following fields working:Name Email address Telephone number Postcode Just need the Notes sections to be working and then this process would work perfectly for me.

3
C
1 month ago
codyjvermillion
codyjvermillionBeginner
asked in How Do I

Is there a way zap from Thinkific to an Amazon Book Order?

I have a client who has a course in Thinkific, and we’d like to send the students copies of her three books. Is there a way to set up a zap that triggers an order on Amazon? Since her books are already on there, we are hoping to just have it ordered and fulfilled by amazon rather than setting up a third party like Shopify. Would love any insight the community has!

3
christina.d
Community Manager
1 month ago
S
SW_GUSBeginner
asked in Troubleshooting

My Zap isn't consistently adding new users from ConnectWise Manage to PandaDoc.

So this is an odd one. I have connected ConnectWise Manage and PandaDoc to sync contacts from Manage to Panda. This Zap does run and does not show any errors. But it does not pick up on every new user added for each company. Not sure where to start troublshooting this. So any advice would be help full. 

3
christina.d
Community Manager
8 days ago
BaseFace
BaseFaceBeginner
asked in How Do I

Find largest value within a field in Airtable

Halloo! I need to search for the biggest number among the values in a field in Airtable.For example, in Table A, there’s a field called “Quantity,” and Table A contains three records, with values 2, 6, and 4, my query would return 6.The Airtable action Find Record with something like “MAX({fieldname})” in the search formula seems like the ticket, but I don’t know the correct syntax. I would love more documentation about how to use <TriggerValue>. What else I’ve found so far is this reference to Webhooks by Zapier, but I prefer not to upgrade to Premium at the moment. And the “Learn More” link on the Zapier action is to this suggestion about Multi-Step Zaps, but that article is about a lot of needs other than mine. Maybe looping…?Thanks for thinking about this!

5
SamB
Community Manager
21 days ago
jovan0000
jovan0000Beginner
asked in Troubleshooting

Failed to create an offer grant in Kajabi: The app returned "is invalid"

Hi good friend! We’re trying to connect Lead Connector (HighLevel), with Kajabi.We have a Sales Funnel on HighLevel, and we need to give access to the purchase on Kajabi.Everything is connected as it should, but I’m getting the following error:Failed to create an offer grant in KajabiThe app returned "is invalid". I went ahead and entered the email manually - and it worked. Does anyone know why Kajabi doesn’t register emails from LeadConnector, or is something else the issue?I double checked that the “email” field has the email. Thank you in advance!  

6
ken.a
7 days ago
AJS0P1RC1IH1R1A
AJS0P1RC1IH1R1ABeginner
asked in Troubleshooting

How do I resolve an error when using Zap to access the Facebook API?

I am trying to access the Facebook API using Zap.However, when Facebook opens, I am unable to proceed due to an error.How can I use the API with Zap?

5
ken.a
1 month ago
aprilfisher01
aprilfisher01Beginner
asked in How Do I

Shipstation Reference lines - how to zap

Anyone have a workaround to add reference lines to shipstation orders based on info that changes with the order?  I have a zapier workflow that creates new orders in shipstation triggered when new rows are added to a google spreadsheet. I can’t add reference line 1 or reference line 2 to the integration, but I want my column called “customer PO” to map to reference line 2. Does anyone know a workaround for this? The customer PO field changes on every order, it is not a static field. Note - I can’t figure out a way for shipstation rules to do this either. 

5
Brem
1 month ago
HSBA
HSBANew
asked in Troubleshooting

Microsoft Dynamics 365 CRM does not load fields under Action

Hello,the App of Microsoft Dynamics 365 CRM currently works differently than usual.A participant of an event via Eventbrite should be transferred directly into the CRM.To do this, I use the "Find Contact" event in the app. Under Action, I then select "Create Microsoft Dynamics 365 CRM Contact if it doesn't exist yet? Normally, all fields of the Contact entity open here and I can fill them in manually or specify a field from Eventbrite.However, the fields for selection are no longer loaded. Is it a problem with the app or the CRM?Many thanks in advance

3
jesse
Community Manager
19 days ago
Ruslan Va
Ruslan VaBeginner
asked in How Do I

Can I use Formatter to send richly formatted Confluence content to Slack when a new Product Update is posted?

Huhu everyone! I’m trying my best to include rich formatting from Confluence to Slack. We need it for regular Product Updates. We also have images in our pages in Confluence. I tried for some time to include Formatter in between Zaps of Confluence and Slack but at the end it gives me smth like in the screenshot. I’m sure there must be a way. Thank you all in advance!  

6
ken.a
9 days ago
Aimee
AimeeBeginner
asked in How Do I

How do I filter Hubspot Triggers by Additonal Properties?

When adding a trigger from Hubspot I am able to select “Additional Properties to Retrieve”  But when I try and add a filter based on this property is does not come up in the options:   How do I filter my trigger based on the additional properties I have selected? 

2
Aimee
1 month ago
tlchris
tlchrisNew
asked in Troubleshooting

Facebook Pages - page not selectable despite working connection

Dear Zapier community, I have a professional FB account linked to my Zapier account. This FB account owns two FB pages. Since yesterday, posting on the page in question has stopped working. As a result, I deleted the Zap and tried to recreate it. However, whenever I try to select the proper FB page while creating a new Zap, only the other page (the one I don’t want to select) shows up as available for selection. The other one is not selectable at all. Has anybody else experienced this issue? It is causing severe disruptions to my flow of content. Many thanks in advance

3
ken.a
24 days ago
Beau
BeauNew
asked in Code & Webhooks

Interfaces (Embed code)

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.I’m hoping someone might be able to help me here! I’ve created a chatbot interface. When embedding the code for this interface on my website (embed code provided by zapier), it is populating a form in the footer of my home page, as opposed to a chatbot style format. Does anyone, by chance, know how I can adjust the embed code to make this form appear as a “customer support chatbot pop up” that populates in the bottom right corner of my website, as opposed to a form?  Screenshot of how it currently appears on my website: Example of the format I would like it to appear as, on our website: Embed code provided by zapier: <script type='module' src='https://interfaces.zapier.com/assets/web-components/zapier-interfaces/zapier-interfaces.esm.js'></script><zapier-interfaces-page-embed page-id='clhjlxi020003l1

1
Troy Tessalone
15 days ago
abb4455
abb4455New
asked in How Do I

Create copy of file and add to multiple Google Drive folders

Hello - I have a parent folder called “CLIENTS” with 50+ specific client folders inside. I’m looking for a way to automatically add a Google Sheet inside each one of those client folders. I have a Zap set up to do this with any “new folders” added but I can’t seem to find a workaround to add a file to existing folders...

3
christina.d
Community Manager
1 month ago
Ricsca
RicscaNew
asked in How Do I

Info on price and Task

I have a forum with invisioncommunity and have seen that it has various integrations with Zapier.I wanted to ask for info on costs.The free plan includes 100 tasks per month.What exactly do you mean by tastk?If I set that every new tread written in my forum is published in my facebook group, will I be deducted 1 task for each post published?Thank you

1
robschmidt
1 month ago
DFDFDFDFGFGF
DFDFDFDFGFGFNew
asked in How Do I

How do I send an SMS in Solapi using an email address?

I use google calendar, gmail, google sheets,and solapi. If I only have an email address, how can i set it up so that an notification can be sent to the person through text. 

3
Brem
1 month ago
ccollins
ccollinsNew
asked in Code & Webhooks

Procore Integration - List Submittals for All Projects

Procore API Documents: https://developers.procore.com/Currently the Procore integration doesn’t have any List actions. The problem with Procore's API is that most of the endpoints people want to pull from Procore is at the project level, but you have to specify the project ID to do this (example: all Procore triggers on Zapier). This would require manually creating a workflow for every project (my company has ~20 concurrent projects at any given time). I need a way to use the List projects endpoint to get a list of each project's project_id and then iterate through that list calling the List Submittals on a project endpoint. Using a schedule trigger to kick it off.I would love to be able to do the same loop through all projects to get:List Change Events List Change Order PackagesI'm really really hoping this is possible. Thank you!

2
ccollins
22 days ago
A
ArmentBeginner
asked in Troubleshooting

HubSpot error: Property value were not valid: [{"isValid":false,"message"

I’m familiar with how the app requires the value to be in a specific format so the error HubSpot is providing is understandable but I’m also attempting to understand what the differences are that prevent it from being valid. Hopefully my explanation below makes sense.  I have two list arrays that are the output from the 3rd step.Contact Type List/ArrayPractice Group List/ArrayContact Type property matchingPractice Group property matching And above is the end result. Notice the contact type works and the practice group doesn’t. I checked the array to make sure all values are matching to the T, but still causes an error and I’m noticing the Practice Group list has commas for each item; perhaps treating it as a large string?What makes this even weirder is I ran the zap again and it succeeded as I was writing this out. It’s like a kid that knows it’s in trouble so it straitens up.  

3
christina.d
Community Manager
1 month ago
asg3
asg3Beginner
asked in Code & Webhooks

Retrieve Poll in Webhook returns "We couldn't find an entry"

I’ve created a retrieve poll and when I try to test it I get the message  “We couldn't find an entry”I’ve tried changing the URL, and when I test the URL outside of Zapier it returns data.Below is the configuration in Zapier, the test result I get and a sample of the data returned outside of Zapier.I read about the other post about not producing results due to deduplication, and changed the query to get fresh data, but still get the same result.Any help with this is greatly appreciated! This is all new to me and lots of fun, but I’m stumped.Configuration of webhook Message when I try to test the webhookJSON result external to Zapier 

3
asg3
1 month ago
tcangas
tcangasBeginner
asked in Troubleshooting

Zap Not Sending All Loans from Arive to Bntouch: Filter Issue for Subscribed Loan Officers

I have the zap running to port over any new loans in Arive to Bntouch. This zap is only for the loan officers that are subscribing to both Arive and Bntouch (a few opted out of Bntouch). So I used a filter (below) to only send over loans to Bntouch for the loan officers that are subscribed to it. We’ve entered test files for 3 or 4 of us loan officers and only mine are being created in Bntouch. We even took a few of the files that didn’t get zapped over for the other loan and entered them in my name, and they went over successfully. I’m stumped as all the names are in the same filter.So Tony’s files go over but (so far) John or Tracy’s are not going over. Love to hear any input on this. TIA 

5
Brem
1 month ago
ThatTechBro
ThatTechBroBeginner
asked in Troubleshooting

Shopify New Blog Entry - Delay Zap until entry is public

I have created a zap that will run once I have created a blog entry in my Shopify account. This zap creates a Facebook post and creates and sends a Mailchimp Campaign for the blog post. I create my blog content in advance and utilize Shopify’s “Visibility Date” to set the date and time the post is public. Obviously, we don’t want email campaigns and Facebook posts being sent prior to this date and time. I had tried to implement a Delay in the zap with a set date and time and then setting that to the “Published date” in the data from Shopify. This works great when you are publishing a post right when you click create. However, when you set a visibility date, the published date field is empty and the zap fails. Unfortunately, the data sent from Shopify does not appear to include a visibility date either. Does anyone have any insight into how I may still make this one work?

5
ken.a
21 days ago
judy97
judy97Beginner
asked in Troubleshooting

Instagram embeds in Discord intermittently work

Hi, I connected instagram to discord.permalink is properly mapped to the text message. However, Instagram embeds in Discord intermittently generate. The permalink is functioning correctly; clicking the link takes you to the Instagram post.The attached images show the Zapier settings and the message sent by the Zapier bot on Discord.Do I need to make additional configurations in Zapier to ensure consistent embed generation?I would appreciate your response.

1
SamB
Community Manager
13 days ago
ramon_babic
ramon_babicNew
asked in Troubleshooting

Perfex doesn't trigger new leads into Mailchimp when the Zap is live, but works during manual testing

Hey everyone. I have hard time understanding where this problem is hiding. I want to connect CRM Perfex with Mailchimp. I purchased module Zapfex and insteld it in Perfex CRM. Then I connected Mailchim and Perfex in Zapier. When I test the conection everithing is fine. Zapier can pull out leads form Perfex and put new leads in Mailchimp, but only manualy as a test once I put it live it dosent happen anything. Could you guys help me :)Thank you! Best,Ramon

6
ken.a
15 days ago
F
FrancescoNew
asked in How Do I

How send automatic message with Media by Chat?

 I would like to create a series of zaps that would allow me to given a keyword written on a chat channel, such as messenger, a chain starts where at the end I return a media content such as video or audi to the person who wrote it, the media may have uploaded to hubspot, youtube, or a ghost site of wordpress. do you think it is feasible?

1
andywingrave
2 years ago
F
FussburgBeginner
asked in How Do I

QBO to Office 365 Calendar

I have a zap setup to add Calendar events when a new invoice is created. However It does not update when I change the ship date or Delivery Arrival time. Is there anyway to automate it.

1
ponvaskon
2 years ago
M
michelerinascitaNew
asked in How Do I

Create Locked Content - Wordpress

Hi guys, I’d like to have some of the pages on my WordPress website “locked”.My idea need is to have a popup to comes into the screen and asks users their email ( I was thinking about using WP Popup) . Once the email is sent, I’d like zapier to check if the email is on hubspot already and to check if the contact as a certain “property” which is the condition to have access or not. If the users has that certain property I’d like the popup to close and let the viewer see the content, if not I’d like the popup to tell so to the user and give them the possibility to click on a button that redirects to a chosen page.  My first question is: is WP Popup the right solution? Will everything work? I’m asked to pay to try the integration with zapier and therefore know if its possible. My second question is: My contacs are in Hubspot, can you help me on how should I procede from there? MY third question is: any other way I could be doing this task?  Thank you so much for your time, much appreciate

1
AndrewJDavison_Luhhu
2 years ago
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