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25748 Topics

S
SightnessNew
asked in Troubleshooting

Add Contact to Campaign in Salesforce: can't find all my campaign statuses

Hello,I have a zap that goes:Trigger Create contact in Salesforce, using name, email, etc.. Add Contact to Campaign in Salesforce, using Salesforce contact IDIn the last step, I can find all my campaigns, but I can’t find all the custom statuses, so all the contacts are added to the campaign with the default status.Any idea what could cause this ?Thanks in advance for your help.

3
Troy Tessalone
1 year ago
N
njinsuranceguyBeginner
asked in How Do I

If someone opens my emails several times, will zapier push that new open every time?

I have a zap between an email campaign (Hunter.io) and my CRM (Vanillasoft). I send a campaign through Hunter and have it set to whenever someone opens the email, that lead will be added to Vanillasoft. I believe it says “Add/update”. Hunter tracks every open. If they open it 5 times, hunter tracks that. Not just the first open. Will zapier push every open and update the contact with every open or just the first one?

3
Troy Tessalone
1 year ago
E
ericgTinkerer
asked in How Do I

Generate CSV from range of excel rows

I have a spreadsheet in Excel that is periodically updated throughout the day with new rows. Each row includes a date. What I’d like to do is, once monthly, export rows with dates from the previous month as a CSV and email it.I figure my Zap will utilize Schedule by Zapier and (maybe) @ikbelkirasan’s excellent Advanced Utilities integration. I’m just not really sure how to go about making sure I’m only capturing the rows from the previous month. What do you think your approach to this would be?I’m not opposed to thinking differently about, what is essentially, a scheduled report. Though I would prefer to keep the data in Excel. I could be talked out of that.

14
E
1 year ago
C
CaramelMommie3Beginner
asked in Troubleshooting

Cvent connection error: Authentication failed: Access is denied.

I am have administrative rights in CVENT, and I have tried to connect, but I keep receiving error “ authentication failed: Access is denied”  I know the information is correct.  Before I bring to upper management for usage, I have to make sure the application is going to work as they want it to, and this is the only application that I have found so far that seems to work with CVENT...

6
N
1 year ago
K
KinedyneCargoControlNew
asked in How Do I

New contact in Klaviyo creates a new contact in Hubspot

Hello - I am having trouble connecting my Klaviyo account to my Hubspot. When there is a new profile in Klaviyo, I would like to have a contact be created/updated in my hubspot account. I already have zaps set up where if there is a new contact in Hubspot, it creates a new profile in Klaviyo, but I cannot seem to get to go the other way around. Right now, I have the trigger as a new event in Klaviyo, with the metric Subscribed to List (internal) -- [the list they subscribe to is the newsletter] -- then the action is to create a contact in HubSpot, with a few contact information details filled out.If there is something that you can tell I am doing wrong please let me know!Thanks in advance.

2
christina.d
1 year ago
J
JDSerranoBeginner
asked in Troubleshooting

Failed to create a database item in Notion: body failed validation body.children[1].paragraph.children.length should be ≤ `100`, instead was `268`.

I am having this issue,  body.children[1].paragraph.children.length should be ≤ `100`, instead was `268`. Can anyone help please?

4
christina.d
1 year ago
P
ProbenBeginner
asked in How Do I

My Sendinblue DB has OPT_IN item. Facebook Lead Gen has not.

My Sendinblue DB has OPT_IN field. Facebook Lead Gen form has not.How to add to Zapier tasks a field that does not exist in Facebook Lead Gen form like   “OPT_IN” field with “YES” as value?Cheers,

7
christina.d
1 year ago
W
wedrinkbubblesNew
asked in How Do I

How do I integrate Shopify and Flodesk so the customer segments update dynamically?

I need help integrating Shopify and Flodesk Emails so the customer segments update dynamically

10
christina.d
1 year ago
DavidLGS
DavidLGSZapier Expert
asked in How Do I

How do I update Mailchimp contacts with selected groups from Typeform, without needing one Path per group?

I have a Typeform with 6 multiple choice checkboxes corresponding to 6 different MailChimp groups. The user can select any number of boxes in the form. Obviously, I can send those choices into Zapier, but I want to only update the MailChimp contact with the selected groups a single time. If I use “Paths”, I need 6 paths: one per choice. And each path requires two tasks. And each path, individually, tries to update the record. I don’t know for sure, but it feels like this could cause race conditions and some of the updates could be missed. But as a principle, I also just feel there should be a better way than needing to use 14 tasks to update a single record for a single form submission.Here’s a better explanation:Zapier Community - Update record single time w/multiple choices - Watch Video Anyone else have any better ideas? Thank you!

20
christina.d
1 year ago
S
ScottMillerNew
asked in How Do I

Held Zap Bulk Run Order

Hey Zap Team!Does anyone know if held zaps re-run in bulk are processed in chronological order?e.g., executing a bulk re-run would process a zap initially run and held at 1:20 PM before a zap run and held at 1:21 PMThanks!-Scott

4
christina.d
1 year ago
V
Vijay_ChenBeginner
asked in How Do I

How do I assign the name which is a string from Airtable to the people column on Monday

How do I assign the name which is a string from Airtable to the people column on Monday？ 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. 

3
christina.d
1 year ago
M
mlawNew
asked in How Do I

Using specific Intercom tags as a trigger

I need to trigger on Intercom, when there is a specific tag applied.  I use another software, which has an integration that does this without issue, so I can’t believe this is still a bug, as is mentioned in older posts.  Unfortunately, the integration is specific to it, and not generalized like Zapier.  It even has a drop down to pick the correct tag from a list.Seeing as how there are 4-6 posts about this over the past 2 years, it would seem like there should be some headway on it?  

2
christina.d
1 year ago
Z
zubairNew
asked in How Do I

Can we connect D365 site with Zapier ?

Hi Team, Hope every is doing well. Actually, I am new on Zapier platform. I’m trying to connect D3365 E-COMMERCE site with zapier, is there any possible way to do so. I have checked site and found D365siteconnect app event but it is showing “Not trigger available”. Can someone tell me what is mean of By Invite on it.  

3
christina.d
1 year ago
R
rlyBeginner
asked in How Do I

Update agent attributes in Zendesk

Hi there,Does anyone know if Zaiper supports Update Agent in Zendesk when a new agent is created? I see “Update User in Zendesk” but not agent. When a new agent is created in Zendesk through our SSO integration, I would like to run a Zaiper job to set their alias to “OurCompanyName Support”. This ensures that our agents full name and personal work email is not exposed to the customer when replying to tickets in Zendesk.We can have our agents set the alias manually during the on-boarding process but I would like to remove this unnecessary step and fix it through automation.Thanks 

7
christina.d
1 year ago
F
Felipe_2022New
asked in How Do I

How can I guarantee that Zapier always takes the last added data in Google Sheets?

I am trying to send automatic text messages using a spreadsheet and GOTO connect. My idea is that every time a contact is added in the last row a message is sent to the added phone with the added name.So far I have been successful only once, it seems to have problems choosing the phone number which should be the last one added.How can I guarantee that Zapier always takes that last added data in the spreadsheet?

4
T
1 year ago
O
Om NaiduNew
posted in How Do I

How to setup zap selling files/videos

I have file, and a video. When i payment is done. The user needs to get an email with the link to the file. It's need be granted access   

1
christina.d
1 year ago
P
princysainiBeginner
asked in Code & Webhooks

How to trigger a Zap when a specific field in Zoho CRM is updated?

I want to start a zap when a specific field (Lead Status) is updated in the Zoho CRM. An easy way to do this is by setting up a workflow in the Zoho CRM and sending a webhook but I have limited webhooks in the Zoho CRM and I need an alternative.  Zapier offers to trigger a zap when any field in a module is changed/updated. Ex:I want to trigger a zap when Lead Status is updated to No Answer. → I mark the lead status as No Answer → Zap is Triggered→ Now if I change any field for that lead, (Name, age etc.), the zap will be triggered again, as long as the lead status is No Answer. Does anyone know how to get around this?

3
P
1 year ago
E
edcobz007New
asked in How Do I

Do I need a multi-step Zap to update the status of an order after I create it in WooCommerce?

Hello the communityI would like to know if the following funnel is possible before subscribing /price plan and the plugin My ideeWhen I complete a google sheet, I would like to create a woocommerce order with the Status : Completed(without paiement) I’ve seen that it is possible to create an order completing a row with the pluginIs it possible to changer the status at the same time or is it a multi step zaps to have a status completed?(is the free plan + wordpress plugin is enough or does I need to have the starter plan (19€ / month) + wordpress plugin (59€ / year) thanks for your helpregards  

2
E
1 year ago
R
Ric StarostBeginner
asked in How Do I

Not able to add Paths to a Zap

Any idea what would cause “paths” to not show up as an option when trying. to nested paths. It says “Paths must be on the last step”. Well it is the last step and I am not getting that option. I got it on another zap, but cannot duplicated on a new zap? 

7
Troy Tessalone
1 year ago
M
meenakshichoudharyBeginner
asked in Code & Webhooks

Paypal Webhook is not receiving the data.

I tried to send the data to webhook but it not recieving the data. But I’ve one more account with same zapier setup and it works there. Is there anyone knows the actual reason behind this? I am sharing the screenshots of bot zaps. Let me know if anyone has solution to this issue. Zapier Account 1Zapier Account 2 Please let me know the reason behined the difference in the interface of both these zapier account.

6
Danvers
1 year ago
Darren Alderman
Darren AldermanBeginner
asked in How Do I

Cannot Add Attachment or Content Document to Salesforce Account

My client would like to associate a PDF document to their Salesforce Accounts from a Zap. I’ve tried to figure this out several times with no luck. Trying to add a “File” from ZapierWhen I use the Create Attachment in Salesforce task, it returns a successful response, but I can’t find the attachment anywhere in Salesforce: Successful responseI noticed in Salesforce the files are called “Content Documents,” but the Create Record in Salesforce task does not allow me to select a Content Document as the object. (Only a Content Document Link)No Content Document OptionI know some posts have mentioned some 3rd party Zap task to accomplish this, but we are keen to see if the direct Zapier <> Salesforce relationship can add an attachment to an account. 

3
Darren Alderman
1 year ago
A
ajay sharmaBeginner
asked in Code & Webhooks

unintended trigger property created for trigger payload

HiI am working on a trigger which receives a property like"dueByLabel": "Due: in 28 day(s) (7/6/2022 12:00:00 AM)"after data is return by “triggers.<trigger-name>.operation.perform”, I see additional property in Zap Run history"dueByLabel_day": "s"This property is not generated if “dueByLabel = completed” (as an example). See attached screenshot of the new property. This property is not emitted by the webhook service and is generated after perform method is executed.

2
A
1 year ago
A
AmrishBeginner
asked in Code & Webhooks

Send Facebook Leads to My own API using webhook

Hi sir,I have my own API. I want to send the leads which was collected from Facebook lead ads to that API using zapier webhooks. Can you please help me with the flow and needed fields in order to send the details to the API. My website : https://tm.medall.in/health65/?utmCampaign=instagram&utmMedium=display&utmSource=tuskmelon&testdetails=health65&fbclid=IwAR2-C0OlOptjCj50sqvsnTXzzGac-wj3uQHAGLif96ikeQyMMB4yGUZ7ZJM 

3
GetUWired
1 year ago
R
Rahul_007New
asked in Troubleshooting

Unable to get the owner in Slack despite having the Slack owner ID from HubSpot.

I am unable to get the owner in slack message.  In spite i am getting slack owner id  

1
GetUWired
1 year ago
O
olivedrabBeginner
asked in How Do I

How to convert number range to text?

Hi, our zap trigger is a form with a question that collects a number. Depending on the number, I need to convert it to text. For example:If the number is 0–200, then produce the word “YES”If the number is 200+, produce the word “NO”How would I go about creating this?Thanks!

8
christina.d
1 year ago
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