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asked in How Do I

How do I create a new Asana task for last-minute Guesty reservations?

Hi All, new user here trying to set up Guesty to Asana automation.I would like a new Asana task to be created if there is a new last minute reservation on Guesty, is this possible? I’m looking at the zapier filter and can’t seen to find any that can be direcly applied. For example, if Guesty receives a new booking and the booking is within the next 7 days, I would like this to trigger Asana to create a new task. Any tips would be much appreciated.

asked in Troubleshooting

Server 500 Error with new action in ChatGPT on Zapier: User or server issue?

Hi,I keep getting this error, it has been 2 days now. Is this something related to the actual Zapier server or it might be something my end? I am using the actions with gpt and testing the connection seems to be working, but as soon as I click on the new action, it would just go to the Server 500 error. Thanks!

gloheatingBeginner

asked in How Do I

How do I automate matching an order address with contact names from a Google Sheet using Zapier?

Hi, I have a customers order address and a string of multiple comma separated contact names from an earlier step. For context, the customer has multiple addresses and a unique contact name for each address. The string of multiple comma sep contact names has been pulled using the customers email / phone which is the same across all contacts. I need to automate finding the closest match to the customers order address, against the string of contact names from the earlier step. We have a Google sheet containing all contact names and corresponding addresses. However, the order addresses from our online booking site do not always exactly match the addresses with have on record, so an element of judgement is needed to match the address with the correct contact name. Whats the best way of matching an inaccurate order address with the addresses we have on record? Thanks.

asked in How Do I

How do I cross-validate values in Google Sheets?

I want to cross-validate the values entered in the 3 google sheets.sheets names are A / B / C.A and B are the names of sheets in one file. as QEC is in another google sheet file. as WW how can i do this?

asked in How Do I

Feature Request: Duplicate entire flow in Canvas

Currently, the only option on canvas documents is “delete”. Would love to have the ability to duplicate.

asked in How Do I

Please BRING BACK Instagram Lead Ads Trigger

Recent issue with missing leads from Meta was found to be leads that are coming from IG platform. These IG leads are no longer in sync with Facebook Lead Ads, not even in FB Leads Center. There is no way to automatically push these leads from FB to CRM since you have deprecated the Instagram Lead Ads.So can you please BRING THIS BACK so we can auto-push leads to other platforms/CRM please?

ZapinCompanyNew

asked in Troubleshooting

Google Docs error: The app returned "File not found: 1FA5jnpDX2_dlvbQ-1jds--T7oAwe9RI7HPCFCBKLhuw"

Objective: Upload a document to a folder in a shared team drive to use it’s info to progress to further zaps. Problem: The trigger is working and the documents successful loaded, but the zap says it is unsuccessful, not allowing me to use it’s information for my next intended zap. I understand there may be a current bug in identifying content in shared team drive based on the following postsIs there a work around to this? Below are screenshot to the set-up, the results, and the Zap results.

OrianeBBeginner

asked in How Do I

Regfox to Swapcard integration

Hi there, I’m new to doing integrations and I’m trying to send event participants’ data from Regfox to Swapcard.I managed to link the two applications with API and have tried to build two steps :1. New Person in Swapcard Organizer (2.0.9)2. Create Person in Swapcard Organizer But I am getting stuck in this second step because I am not sure which fields to choose under the sections App & Event and Action.Under App & Event:I don’t know if I should select: Create person or Update personI can only test with one registrant (myself), it’s the only option I get in step 1, but since the Zap seems to have sent my information once to Swapcard, I can’t test further changes with the “Create person” option. I get an error message saying that a person has already been created with the same ID.So I selected Update person. And then Under Action:I’m not sure what to choose for :- Clientid: several options appear: ID, User Id, Client Ids- Force update: true or false Some information seems to be

asked in How Do I

How to loop from regexp extracted output list (to create individual new records in Airtable)?

Hi,I’m attempting to automate accounts payables reconciliation based on mail statements. The statements can contain n instances of a line (in Finnish) “NN has paid the invoice”.I get the raw text portion of the mail out, and get text strings extracted with Formatter’s Extract Pattern (regexp). The result is a “list” with Output 0...n as shown in the next image. In the next step I attempt to use Loop these to then create a new record for each Output 0...n in Airtable. I have tried both Create Loop from Text and .. From Line Items, but I can’t get either to make sense.Is there something else I need to do to the outputs I have, before looping them? Rgds, Björn

asked in Troubleshooting

Instagram via Meta Business manager doesn't send leads to Zapier

Hi,we’re experiencing a lot of problems with sending Instagram leads to Zapier.Normally we use the Meta Business Manager correctly connected to Zapier, through multiple ad that all point to the same ZAP. Some days ago, without any explanation, Facebook leads starts arriving correctly, but not the Instagram ones. We have rebuilt some flows from scratch but the problem persists.Zapier configurations like CRM on Bm are correct.It’s seems like Instagram failed to create a trigger for lead event. Any idea what it could be or about som check to do? Thanks,Nick

Sharlene CoachNew

asked in Troubleshooting

Wix Forms to Active Campaign Zap won't work

I am having a lot of trouble with my Zap from Wix forms to Active Campaign (collecting details). I have tried everything I can find to make it work. The Zap test works, everything looks good and has all the right ticks. But when I complete a form on my Wix website - nothing goes from there to my Active Campaign. My support person from Active Campaign has the same issues. Can you please help?

asked in How Do I

How do I automate adding new Google Workspace emails to a specific group using Zapier?

how do i add an automation to my google workspace admin , when created a new mail i want this new mail to be added to a specific group in my google workspace this is what im doing now on zapier :first i add new user in google workspace admin trigger then i added add user to group i added the group i want from the list but then i have to add a specific email to be added to the group ( which this is not what i want ) i want to add the new email which will be created in the future ( which i don’t know it yet ) to the specific group . how can i do the automation which make every new mail in the future to be added to this group Thanks

cwsBeginner

asked in How Do I

Sync ConvertPro form submissions with ConvertKit subscribers

How can I Sync ConvertPro form submissions with ConvertKit subscribers using zapier , it says convertpro app is not supported

hitechaestheticsBeginner

asked in Troubleshooting

Share Instagram posts to Google Business - Not approved

I setup a Zap to trigger on new posts on Instagram and post it in the Google Business profile. I connected to Instagram and the Google Business Profile. I ran a test and it looked like the process worked. Google did not approve the video for some reason. I’ve looked at the requirements and I think it meets the criteria. The videos are portrait as you would expect, not landscape. Would that cause it to not be approved. It doesn’t give any other information why it wouldn’t be.

asked in How Do I

How do I set up a Zap to find new data in ServiceTitan to start a property claim in Encircle?

When I create a zap, run all the tests, the test data gets sent to the app I want it to in order to show me it’s working properly, but after I publish it, when the zap is running and looking for that new information, it only is looking for the test data specifically. How do I tell it to look for those fields, but not that exact data I used to test with?To be specific, the app I’m starting with is Service Titan, when a new job is created for a specific job type and business unit, I want to take the location information (name, address, unit #, city and zip) and job # And send it to my second app, Encircle, where that information I took from Service Titan will now start a property claim. My connections are all good, I have green check marks in all the steps and when testing, the test info goes over smoothly. Then when I write up a fake job to make sure it’s working, it either doesn’t work or it will populate the new job # it found, but with the test data as the name and address.

gloheatingBeginner

asked in How Do I

How do I create a Zap to delete a row in Google Sheets when a Google Contact is deleted?

Hi, Is it possible to create a Zap so that when a Contact is deleted in Google Contacts, the corresponding Contact row is also deleted from a Google sheet that contains a ref table of all contacts? There doesn’t seem to be a ‘Contact deleted’ trigger for Google Contacts. Thanks.

chris_wandrianNew

asked in How Do I

How do I update child objects based on conditions and skip steps in Zapier for custom objects?

I have a parent-child relationship with two custom objects. for each parent object, it can have zero or more child objects, each with a name that is unique within the set of child objects for that parent.I would like to create a zap that updates the parent and then updates each child, with different children having different fields that need to be updated. As an example, let us say that the parent is Basket__c and the children are Fruit__c with the fields Name, SegmentCount__c, Peeled__c, RipeOnDate__c, Seedless__c, and BasketId__cFor Name == Banana I want to update Peeled__c and RipeOnDate__c but for Name == Grapefruit I want to set SegmentCount__c and for Name == Orange I want to set SegmentCount__c and Seedless__cDifferent Basket__c objects have different collections of Fruit__c in them.It is easy to use Find Record to find a Fruit__c with a given BasketId and a given Name and if it exists I can update it. But if it doesn’t exist I want to skip the update step and move on to the ne

juliebadiongBeginner

asked in How Do I

How can I add a unsubscribe button in Email by Zapier?

Hi All! This community is so helpful. Can I please ask another help. Can someone help me adding an sending email by Zapier action on my Zap with an Unsubscribe link? Thank you so much!!

asked in How Do I

How do I set up a trigger in Azure DevOps and map changes to a task's progress field in Team Gantt?

I’m trying to create a Zap that updates a task’s progress in Team Gantt based on the 'roll up by task' percentage from Azure DevOps. Specifically, I want the Zap to trigger whenever the 'roll up by task' percentage for a work item in Azure DevOps changes, and then map this percentage to update the corresponding task progress in Team Gantt.Here’s what I need help with:Trigger Setup: How do I configure a trigger in Azure DevOps to capture changes to the 'roll up by task' percentage? Action Setup: What’s the best way to map this percentage to the progress field of a task in Team Gantt?

sgffgsBeginner

asked in Troubleshooting

Unable to populate template fields in Docusign using Zapier

DocuSign fields for Name, Date Sent, and Signature are NOT populated at delivery when sent via Zapier. There is no mapping present in the Zapier edit view. The email is deliverable below but when the recipient opens the Docusign, the clickable fields are NOT present on the recipient’s end for Date, Name, and Signature. Instead, the recipient has to DRAG and DROP the fields themselves. This is too much friction for us. When we manually send the document in Docusign, the clickable fields are populated. Please help. https://zapier.com/editor/241541153/draft/_GEN_1721340505952/fields

uguNew

asked in How Do I

Delete matching values in two arrays with formatter steps only?

Without using any code steps can I take two line items of data 2556, 2820, 2100 and 2556, 2820, 2325 and then delete matching values between the two leaving only 2100 and 2325

asked in Troubleshooting

Issue with Instagram leads not populating in Google Sheets via Zapier integration

Hi, I have a doubt. Since July 10, in different campaigns that we have integrated the goal form through Zapier, we noticed that the leads coming from Instagram are not falling into the Google Sheets where the goal form is integrated. The strange thing is that on the meta platform they appear all counted, but in the sheets from 10 onwards the Instagram ones do not appear.We reviewed the integrations of, for example, this integration made with Google Sheets, and everything is fine, before all the leads fell, both from Facebook and Instagram. Now those on Instagram don't fall. We wanted to know if something could be happening with zapier.Greetings and thanks!

asked in Troubleshooting

Zap Fails Trying to Add Members to Newly Created Slack Channel

I’ve created my very first Zap to do the following (see attached):Run on a specific day of the month Get the next month’s occurrence and format (e.g., July 18, 2024 → August 2024) Create a new, private Slack channel (my-channel-prefix-august-2024) Delay (I added this because I thought it might be needed for Slack to create the channel and return to Zapier) Invite specific members to the Slack channel ← fails here (Error from Slack: channel_not_found)The channel is created but fails inviting the specified members. I’ve seen similar posts but they’re somewhat dated so the UI is different. Can anyone share their thoughts on what I can do to resolve this?Many Thanks,Paul

HexmansBeginner

asked in Troubleshooting

Filter by Zapier stopped incorrectly?

HiI’ve got a (I thought) pretty simple zap: If an order is placed in my webshop I execute a filter If the criteria is matched, it adds a row to a google sheetAnd that works. BUT; for some reason, some orders are not showing up in my google sheet. Thus I investigated it, and for an unclear reason, the filter criteria is not matched (and thus, the zap stops). But, I can literally see that the criteria is matched :)Here is a screenshot to clarify: The checkout id is 152320. So the first condition is met. What am I not seeing? Thanks for having a look at it.Best regards,Stijn

asked in How Do I

How do I send user data from Contact Form-7 on Wordpress to Bigin Zoho CRM via Zapier?

As I am running Google Ads for my website. So When a users visit to website through google ads and fill the form. I want to send that user data in Bigin Zoho CRM that submitted by User. As my website is built in Wordpress and using contact form-7 for form submission.Please let me know, how I can send the data through Zapier.

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