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25361 Topics

S
sandar19Beginner
posted in How Do I

Is this possible: read Excel file, use cell data to find Salesforce record, copy Salesforce field data, create and send email with row of data from original Excel file (or Google Sheets)...?

I’d like to automate the following process but I’m not sure if Zapier can do this…?I receive an Excel spreadsheet daily.It has a company name, and three pieces of data I need to send to a set of email addresses stored in a Salesforce opportunity record field (text field with email addresses separated with a semi-colon.)I need to lookup a Salesforce Opportunity recordCopy the email addresses from the field in the Salesforce record. (Maybe read and write that field data to a new Google sheet?)Create an email, add the copied email addresses from Salesforce to the To field in the email. (Would like to use Outlook, could use Gmail)Add a static cc email address for tracking purposes.Copy the three pieces of information from the original Excel file row into the Subject (would be nice to add static text, “Hello, here is data blah-blah-blah...”)Send the email.Error checking: if the Salesforce field is empty send error message alert, if the email send fails, send error message alert.Is this even

2
S
2 years ago
E
evelyn_melloNew
asked in How Do I

How do I create two events on Google Calendar after the main event is created on Calendly?

 I’m trying to create 2 events before and after a “main” event is created.For example, if the main event in Google Calendar is from 12-1pm, then I want an event 11:30am-12pm and then a 2nd event at 1-1:30pm. 

2
Danvers
2 years ago
A
AlisaNew
asked in How Do I

How do I send a thank you email with attachment when I receive an order?

Brand Newbie Here. I am in direct sales.  When I receive an email from my company letting me know that I’ve had an order, I’d like to automatically send my customer a thank you with a PDF attached to it.So far I’ve managed to get the Email Parser (Zapier) set up.  Set up so that any Order notifications that I get in Mail automatically go to the Parser.Am I right in thinking that Email by Zapier would the way to send the thank you?  I’ve tried setting this up with the TO as ‘customeremail’ which is what I put in the parser.   When I went to test it, it said successful, check your Email by Zapier account.  But I don’t know how to get an account!!  I’m going round and round in circles here.I don’t have a gmail account for this business, but I do have Aweber.Any help would be greatly appreciated.

7
Danvers
2 years ago
O
ogenkiNew
asked in How Do I

Sending continued email reminder to remind someone to seed the approval

Hi everyone,I’ve connected Gamil with PodioI am trying to send the continued email reminder to my customer to approval the art work.But right now I can only set it as thisWhen “send approval” bottom got clicked, triggered and sent the gmail to the customer for the 1st time.But if customer didn’t reply, I want to send the 2nd, 3rd email to remind the customers and also mark “ this is the 2nd reminder or 3rd reminder in the email subject line and email body.Sample:  Automatic reply: SO# ZZZZZ _PO# ZZZZZ_Approval FOLLOW UP 1 I want to set to send the email everyday until the “send approval” bottom un-clicked.Is there anyway I can do this?Thanks in advance! Tom 

1
robschmidt
2 years ago
F
fljohnson2Beginner
asked in How Do I

Smartsheet Update Question - Will Zapier Work?

Hello all. New to Zapier and I’m having trouble configuring it to solve a problem I have. I’m beginning to wonder if Zapier is the right solution for this. The ProblemWe have orders that are processed in an internal system. The database is managed in SQL Server. In Smartsheet we are tracking customers that we “onboard”. Being onboarded means that they have met all of the requirements to send us orders. Each customer has a unique ID. This ID is present in both Smartsheet and the database In Smartsheet, we want to automatically update each customer’s row when they send us an order (Date of Last Order) and when they send us their first order (First Order Received)How would you all recommend approaching this? Is it possible to configure a Zap that matches each customer’s ID and only updates those rows? I tried doing a test of this with Google Sheets and it doesn’t seem to be possible.

7
nicksimard
2 years ago
O
ohmyworditsjustausernamewhatBeginner
asked in How Do I

Are you all having trouble getting responses from the support team?

Support takes ages to answer between questions. Anyone else?

4
christina.d
2 years ago
A
AeroZapBeginner
asked in How Do I

Can you receive notification when a zap fails due to it being turned off during execution?

Hello everyone I’ve had the issue that when updating a Zap (turning it off and on again) I may turn it off when it is running and executing tasks. This makes tasks fail with error “Zap turned off during execution” but unlike the other regular Zap failures, I do not receive an email notification of it. So, is there a way to activate an email notification for when a Zap fails because it was turned off during execution? Thanks

9
christina.d
2 years ago
T
TomG3New
asked in Code & Webhooks

Cannot publish Zap get() returned more than one Static -- it returned 2!

I’m getting this error when trying to publish my Zap.Cannot publish Zapget() returned more than one Static -- it returned 2! The trigger is a webhook that receives a very simple body like this:{ "locationId": 94065, "date": "2022-04-11 03:49 PM -04:00", "note": "fixed all of the accounts and and personal is under deborah and commercial card xyz farms is for all the the addresses jax", "direction": "outbound", "agentEmail": "somebody@sombody.com", "recording": "https://app.myapp.com/api/v1/accounts/999999/calls/CAc75b0949460a39b9385be0329beae9aa/recording"}The trigger fires fine, and I can send a direct message in Slack, but when I try to publish it fails.Thanks for any help that you can provide. 

9
christina.d
2 years ago
A
achieverNew
asked in How Do I

How do I use meta data to filter WooCommerce product availability updates?

When our partners change availabilities in woocommerce we’d like to create a trello task for our support.The change can be an alternated availability rule or a new one is added, we’d like this one to trigger.But as far as I can see, the trigger is general and thus I have a hard time to filtering out those changes, which are within the meta data of the product with a distinct key. Since we do export our products and availabilities also to a google sheet, we could also try to go another way and change availability there and change it from there to the products and trello, but I am also not sure, if this is possible, dealing with meta data arrays.

2
A
2 years ago
S
SHIORINew
asked in Troubleshooting

Cannot get attachment from Slack message

precondition・Email linkage to the email address issued in the slack channel <call it A>.What I want to do1. <slack>  A is notified to slack2. <Zapier> when A is notified, retrieve the contents of the email in the slack's message3. <Zapier> take action according to the content of the acquired emailPROBLEMIn step 2, I cannot retrieve the contents of the email.I have read some help and understand that I can get it if it is an "indented type attachment". However, if it is a "non-indented type of attachment", can I not get the ATTACHMENT?It is good to know if it can be acquired or not.If it cannot be obtained, I will try to achieve it in a different way (a little more difficult). Thanks

2
nicksimard
2 years ago
C
Charlie.imBeginner
asked in How Do I

Has anyone used Zapier to automate Copymatic.ai?

I’m interested in automating a process within Copymatic.ai, it will look somewhat like the list below; generate topic ideas from topic ideas generate blog articles import to a wordpress site publish blog articleThis is obviously a very rough outline but that is basically what I’m trying to achieve. If anyone has any ideas of how to do so that would be great!

5
christina.d
2 years ago
M
MazumaRexNew
asked in Troubleshooting

Trouble with Looping - Not able to add a row for each loop value

Hi community!I have set up the following workflow and am having issues with the Looping step.Workflow goal:Trigger: Scheduler → Everyday (working) Action: GET in Webhooks, pulling data from a Hubspot contact list (working) Action: Create loop from text to parse the data (not working) Action: Create spreadsheet Row in Google Sheets (not working)So far, everything is working correctly up until the looping step. I tried creating a loop from text and from line items, but both are only returning the data in a single cell format once sent to GSheets. Even with the text delimter set to ‘,’.  I’ve attached screen shots of the loop action settings and gsheet actions below for reference. Any ideas on why this is happening would be greatly appreciated! Thanks!  sample names for this example!       

2
jesse
2 years ago
A
AChiroBeginner
asked in How Do I

Customer data is not being updated in my Quickbooks receipts

We want to set up: New stripe payment → Create Quickbook Receipt → Send Quickbook Receipt I set up the zap using an QB existing customer’s info and it created a receipt, but each time the Zap completes (testing with new transactions) I am receiving the same receipt I set up. It is not updating with the new price, or customer data each time.Does anyone have a suggestion for this, or recommendation on setting up the Zap differently?

2
jesse
2 years ago
S
SubvertoNew
asked in Troubleshooting

MemberPress error : Cannot read property ‘membership’ of undefined

Hello Guys,Have anyone encountered issues with MemberPress x Zapier integration. The apps are connect correctly as per the tests: However, we keep receiving the same error:Cannot read property 'membership' of undefinedIf you could please advise us on a solution. Thank you very much in advance for all your support.   

5
jesse
2 years ago
D
dgegNew
asked in Code & Webhooks

Find and match one object value from Webhook and get another object value for next step

Hello,I am trying to get value from a webhook. Any help would be appreciated!Situation:Country code gets submitted from WooCommerce (US,GB,CA, etc) - Then I have list like this from a 3rd party service: I need matching id # to the country code so I can use it in later steps. So based on iso-31661-a2 (which I get from step 1) I want to get id.So if iso-3166-1a2 = AT, id is 2. How can I get ids by having iso-3166-1-a2 (country code) value?Thank you!

4
D
2 years ago
M
miguelduffyNew
asked in Troubleshooting

How do I avoid extracting "mailto:" when parsing an email address?

Hi,I’m using Email Parser by Zapier, to parse an email from Gmail.The parsing is working, but as I’m parsing an email field, instead of only parsing example@email.com it parses example@email.com (mailto:example@email.com). Is there a way to avoid parsing (mailto:example@email.com)?Thanks!Regards, Miguel

3
jesse
2 years ago
N
needhelpNew
asked in How Do I

How do I send orders from Shopify to Tookan while keeping the order time from Shopify?

Hi, I am having trouble with shopify sending orders to tookan through zapier. When an order is created on shopify and sent to my tookan acoount the time is changed on tookan by +6 hour. ex: order created at 4;30pm in shopify shows as 11:30pm on tookan … I have already tried changing the time zones in the test trigger and apps and nothing helps.. 

2
jesse
2 years ago
I
ingeniumschoolsNew
asked in Code & Webhooks

How do I look up a Zap based on a Webhook URL or ID?

Hello everyone,A former member of our development team created a Zapier Webhook and embedded it in one of our applications but failed to document what Zap it is attached to. I can call the webhook and it returns something, but I am unsure what Zap it’s connected to without going through the dozens of Zaps we have operating now.Does anyone know an easy way to find this out?

1
Troy Tessalone
2 years ago
D
Dentacor
asked in Troubleshooting

Paths error: “Problem with cache lookup for selector. Attempt to serialize function in a Recoil cache key

Hello I was wondering if anyone could help me with paths. It used to work flawlessly but since Zapier’s new update I’ve had a lot of trouble trying to use them. Every time I try to add a new path condition I get thrown to a pretty large error page. Starts with a red circle and an X in the middle and then reads “Problem with cache lookup for selector...” and ends with “...Attempt to serialize function in a Recoil cache key” and a lot of messages in between which frankly I do not understand. This had never happened before the update so I am guessing the paths might not be working correctly after this update. Is there any way around it or to revert to the old zapier which was working a lot better? Please message ASAP, I haven’t been able to find a single human contact for support and all “FAQ” is pretty general and unhelpful.

1
D
2 years ago
Danvers
DanversZapier Staff
asked in How Do I

What's the best way to find the number of days between 2 dates?

I have a Zap that has start date and a due date and I'dl like to be able to find the number of days there are in the project. In other words, how many days are between the start date and the end date. I feel like this is something that should be doable with the Formatter by Zapier app, but I can't quite figure it out. Any ideas?

5
jesse
2 years ago
T
TOMgpNew
asked in Troubleshooting

Can I use the Email Parser and Schedule apps to schedule an auto response in Gmail?

Hello,I am trying to schedule a gmail auto response for a value extracted from email parser.So the thing is the I cannot ad a “schedule by zapier” step as you can see in here: Somehow I was able to do it by connecting those 2 apps from that page:https://zapier.com/apps/schedule/integrations/email-parser But when I was trying to edit the “schedule by zapier” action, It won’t show me any event to choose from: Does anyone knows why?I have a free Zapier account. Thanks

1
Troy Tessalone
2 years ago
N
NonsoNew
asked in Troubleshooting

WordPress error: Zap cannot be enabled: Required field “username” (username) is missing.

So I am trying to connect my Zap,  Adalo to wordpress but it is giving me the following error:Zap cannot be enabled: Required field "username" (username) is missing. I am trying to create a new user in a wordpress website whenever user record is created in Adalo.

4
Danvers
2 years ago
S
sh4rk0New
asked in How Do I

Is it possible to upload an Instagram live to Google Drive when it is finished?

1.- Currently, I need to download my lives manually, then upload them manually to drive,2.- I do this, so that my video editors can download them again, to upload them to their video editor and then export them, and then upload them back to google drive. 3.- it’s too much handling information unnecessarily… can I automate at least number one with zapier?When my instagram live shows end, can I automatically upload them to google drive?thanks! 

2
christina.d
2 years ago
N
NikaNew
asked in Code & Webhooks

Facebook Pixel not tracking offline conversions

Hello team,  We’ve sent the request to the support but the email is not accessible for us so we can’t send you a reply or anything.  Could you please look in to our Zap set up for Facebook Offline conversions. The zaps are picking up the triggers from Shopify, but the issue is that these conversions aren’t getting picked by Facebook conversion.  Attaching screenshots to show that we actually connected Zapier and created new offline conversions purchase pixel for it.  Let us know how you can help us fix it as for now we’ve spend for subscription but weren’t able to use the tool for a few weeks now. It is only one zap so you should be able to find it easily. The testing went successfully so its not an error in the zap.  Thanks,Nika  

11
christina.d
2 years ago
B
BalazsKovacsBeginner
asked in How Do I

Get files from a website and save it to dropbox to a specific folder.

Dear community,I recently discovered Zapier and I love the idea that you can free yourself from your boring daily tasks. However, I have a pretty complex idea and I'm not sure I can execute it myself.I use a website on a daily basis that draws me floor plans. I save these files into my Dropbox in different folder every time. Once the files are available to download, I receive an email with a job ID. My idea is to set up a Zap that do this automatically. Any suggestion how to do it? Any suggestion would be highly appreciated.Many thanks in advance,Balazs

8
jesse
2 years ago
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