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25544 Topics

S
siegfried_ lettmannNew
asked in How Do I

Zoho CRM Auto Sales orders connecting with contact

How to merge automatically generated contact and order in zoho crm using zapier?

1
jesse
1 year ago
M
MongodbNew
asked in How Do I

We’re having trouble loading 'Collection' data (connection closed)

Hi Team,Am currently using 5.0.8 version of mongodb unable to fetch “collection” in specified database.Can anyone help ?    

1
jesse
1 year ago
S
Scott3294Beginner
asked in How Do I

Formatting a name as LAST name, First Name

HI,I am trying to format a name for the Customer Display Name field in Quickbooks Online from a HubSpot contact.I tried the format splitter, but can’t get what I need.  I can get the following:Last Name,First Namebut I need a space after the comma…Last, FirstAny help on how to get a comma and a space between Lastname and Firstname?ThanksScott

8
jesse
1 year ago
G
GabeBeginner
asked in How Do I

add a row to a google sheet that was created by a previous trigger

Hello with the following sequence Trigger: new opportunity in salesforceAction 1: duplicate an existing spreadsheetAction 2: add a row to a specific sheet I’ve been experimenting with custom actions but haven’t been able to figure this out. Any help is great appreciated. 

10
jesse
1 year ago
S
Space FoundryBeginner
asked in Troubleshooting

Suggestion | Discord "Cannot read property 'username' of undefined" error

I understand that this issue has already been “solved” but searching for a user using just their username is not the ideal way to do this.We should have the option to, instead, search by user id. This will give us the exact user instead of just a user that could have the same username but a different 4-digit number. So as far as how this would look in the zapier integration, we would have the option to search for a discord user by username or by ID. Hopefully this makes sense. If there are any questions please ask!

5
JammerS
1 year ago
S
SequinpolarbearsNew
asked in How Do I

How to create a timesheet from Google Calendar?

I use Google Calendar to keep track of projects and each calendar event needs to be counted up in a time sheet to calculate hours worked total as well as how long each project took. Is there any way to get Zapier to send the events to a Google Sheet organised by event name, so I can tally up from there? 

2
T
1 year ago
M
MaccBeginner
asked in How Do I

How do I evenly distribute leads from webforms to our team members?

Hi all,I’m needing to take responses from webforms for hot leads from one of our employees, and have those leads evenly distributed to my team of 5. For instance, if we had 3 new submissions, I would need one to go to each, and the next two team members without a new lead would be taken care of on the newest leads after that. Preferably a pattern of 1,2,3,4,5 for the incoming leads automatically. After this they’ll be assigned a task in Close.io and given ownership of the lead. Any advice would be appreciated! I have the rest figured out, just need to automate an even distribution. There won’t be any indicators on who gets what as far as state or area, just needs to be even numbers.Macc

4
M
1 year ago
L
LizzieVTNew
asked in How Do I

Automatically update Squarespace website

I have an event coming up when I need to update our Squarespace website several times with a PDF file. I’m wondering if there is a Zap I can create to automate the process.

3
jesse
1 year ago
A
alec123Beginner
asked in How Do I

Importing Contacts From Viral Loops To SendGrid

Hey Community, I wanted to reach out for help here. I am looking to setup a simple Zap, but am a bit confused. I am setting up to launch a campaign on Viral Loops (https://viral-loops.com/templates/startup-prelaunch) and want to make sure if anyone signs up they can be automatically added to my SendGrid audience list. To my understanding the form on my website will need to be a Viral Loops form, so I would then need a zap for when a new participant is added to the Viral Loops campaign to be imported to SendGrid. I signed up for free trials on both, before committing to paying for premium as I want to make sure these platforms have this ability. When testing, I had no issue connecting the apps to Zapier, but I do not see a zap option to add users to audience list.Please let me know if you have worked with these apps in the past and can help me out, thanks!

11
jesse
1 year ago
C
Carlos ArboledaBeginner
asked in Troubleshooting

Getting an error "Status: Failed" while sending an event to Klaviyo from a WordPress blog while testing.

Hello everyoneI'm new to Zapier, since yesterday I've been trying to integrate my Wordpress blog with Klaivyo when integrating Zapier, it says "Status: Failed" does anyone know where the error could be?  

9
jesse
1 year ago
C
charlesriverBeginner
asked in How Do I

How to combine multiple Google Sheets into one Google Sheet?

Hi,I have created a zap which downloads (via email) a file on a daily basis in a folder on google drive. Is there a way in Zapier where I can combine all the  individual google sheets into one “master” google sheet? This zap should be able to upload new data when a new google sheet is created within the folder. Thanks   

8
jesse
1 year ago
M
marms_tjBeginner
asked in How Do I

Filter step using missing sample data

Hi, I am trying to place a filter in a Zap, but the field that I want to filter for appears in the live Zap runs, but not in the sample data. The trigger is ‘Event Start’ in Google Calendar and I’m looking for the xxx__start__time field.Is there a way to use the {{xxx__start__time}} custom pill mapping in a filter step when the sample data is missing?Apologies if this has been answered elsewhere but I can’t seem to find anything specific to this.

7
jesse
1 year ago
3
3plprepNew
asked in How Do I

Quickbooks Online - use the "Process Payment" field in the Create Payment action

I have a zap that creates a Quickbooks Online Invoice, and then creates a payment and links it to that invoice. In Quickbooks Online, there is a check box that says “Process Credit Card”, which lets me charge our customer’s card on file. After my step that creates a new payment in QBO, the output data has a line that says “ProcessPayment: false” . Is there any way to set this to true before exporting the payment so that it will attempt to charge the card on file before marking the invoice as paid? I’ve attached a picture for reference.  

2
jesse
1 year ago
C
CBeckerNew
asked in How Do I

Zap between Facebook Lead Ads and Klicktipp App keeps turning off

Hi, I'm posting my Zap between Facebook Lead Ads and Klicktipp App. As soon as I reload the page the Zap is turned off again. Why is this and how do I keep the Zap published?  Thank you! CB

2
jesse
1 year ago
T
tequionbrookinsllcNew
asked in How Do I

How do I filter my Zap so that it disregards spam and automated system emails?

I have a zap that adds emails to my Mailchimp subscribers. However it currently adds any email including spam and automated system emails etc. I’m looking for tips on how to filter this zap so that it only adds email addresses for people and not “noreply@paypal.com” for example. 

2
jesse
1 year ago
M
MikeTakBeginner
asked in How Do I

I'm unable to publish my Zap draft

I am trying to update and re-publish an existing zap. I can't seem to get rid of the (has draft) notification on my Zap list. When I have been able to get to the place where the 'Publish' button is activated (it looks greyed out even when activated BTW) it says it will publish, then turn on the Zap ... but it doesn't. It says the modified Zap is published successfully but the (has draft) is still there, and the zap isn't turned on. What gives?

47
Danvers
1 year ago
Z
zap29550Beginner
asked in How Do I

How can I compare nulls with the filter?

I'm using the "Updated Organization" trigger from https://zapier.com/apps/channeltivity/integrations.A sample trigger has the following payload:id 7502preChanges logo_png_url__c: nullpostChanges logo_png_url__c: nullWhen I try to use a Filter to only continue if they’re different, it appears that it says the nulls are the same:  How can I compare the nulls to only proceed if they’re different?

4
Z
1 year ago
B
BorisWebdesignNew
asked in How Do I

Connecting Gravity Forms to SendinBlue

Hi,I'm trying to connect Gravity Forms on my WordPress website to SendinBlue via Zapier. I've done this in the past, but I'm having trouble getting it operational this time.I've connected both systems to Zapier without problems, and I see all the GF forms on my website when I create a new Zap. But I do not see any of the fields in any of the forms. Only two fields everywhere: True and False.Am I missing something?Thank you for your help!

1
B
1 year ago
V
villalobosBeginner
asked in Troubleshooting

Authentication Failed - Error 503 in WooCommerce

I have been having this problem for like 14 days and still didnt fix, i cant connect my woocommerce account into zapier

4
jesse
1 year ago
N
Nas1Beginner
asked in How Do I

The email is not sent when a new WordPress user is created via Zap.

Hi, When you create a user in wordpress, they are sent a registration email from wordpress - this sends them their login information and ability to set their password.  Creating a new wordpress user via a zap however, for some reason does not trigger the email... - it isn’t sent. How can I work around this? Or should it be sending…?Why is this not triggered?  Thanks,  

17
JammerS
1 year ago
A
Andy555New
asked in How Do I

Cannot connect to YouTube account

The system keep telling me to reconnect to the YouTube account, and all my zaps are not able to trigger the YouTube right now, submit a email to try to get help but nobody rely.

38
JammerS
1 year ago
G
Grace HNew
posted in How Do I

New Trello label added via the Butler automation isn't showing up in my test data

I am also having the exact same issue with the “New Label Added to Card”. In addition, I am adding the label via the Butler automation and it’s not showing up in any test data. Could you please advise?

1
jesse
1 year ago
B
BrianANew
asked in How Do I

Does Zapier need access to all of our company's MS Teams information and channels?

Hi, I’m trying out with MS Teams and it requires me to grant permissions to Zapier on our companies Teams account.  Is all of our Company's Team information, channels, etc etc visible to Zapier?

2
jesse
1 year ago
A
Anonymous
asked in How Do I

Can't find Excel sheet on SharePoint or OneDrive.

Is there an answer?  I’m having same issue.  Should I be linking to the admin email?  I have both a personal OneDrive and a business OneDrive on my computer.  Nothing in the business file appears.If I can’t send Jotform submissions to Excel, are there any other products that work? 

5
jesse
1 year ago
A
amltNew
asked in How Do I

When cell in a google sheet matches value, look up a file matching another value in that sheet row and move it (Google Drive)

I’m trying to set up a Zap and getting stuck. I have a Google Sheet with a “status” column. In Google Drive, we have files whose names match the values in the “Client” column on that same sheet. When “Status” changes to “Active,” I’d like to move the file that matches the Client column value. I’m struggling with how to set up the steps so that the zap will find the correct file. Any ideas?

4
jesse
1 year ago
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