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20 days ago

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20273 Topics

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mrkglstnNew

asked in How Do I

How do I transfer attachments from Salesforce Case object to DevOps Bug with Zapier?

Hey guys I have a really successful integration with Salesforce Case object and DevOps - The missing piece is being able to transfer any attachments that our customers / Support team add to the ticket to the new Bug created in DevOps - We have got round this by having a manually step in between where the attachments are copied to a location and the dev team access them - It isn't always being done.I have been asked to explore other options and there is a dedicated piece of software to do it called Exalate which can do it - Before I move away from Zappier is this possible with the integration?Case Status pause reason “XXXX” added - > create bug report in a specific iteration path & transfer the documents from the case

Ranilynch11Beginner

How to create a Zap that adds phone numbers and emails from Google Contacts to Follow Up Boss regardless of type?

I am trying to send NEW google Contacts or Updated info on contacts to Follow Up boss- but follow up boss isn’t fully relevant here. When I add a google contact from my desktop it always has type- so mobile is usually the default- that’s fine. BUT when I add from my iphone it is undefined - this presents an issue creating a zap for phone number or email when the types are always different. I can’t seem to figure out how to make sure the zap just ADDS A PHONE NUMBER and EMAIL Period!

6

1 month ago

BeskBeginner

asked in Troubleshooting

Unable to import particular tasks from Google Tasks from Microsoft To Do and vice versa

I’m trying to automate the sending of tasks between Microsoft To Do and Google Tasks.I’m able to get tasks to go back and forth between the two applications if no task with the same name exists for the most part, however I’ve run into an issue that Microsoft To Do will not import a task from Google Tasks if there is an apostrophe in the Google task’s name. (i.e. if I want to make the task’s action possessive, such as “Audit Tony’s Audio Files”.)Google Tasks Microsoft To Do Error MessageAdditionally, if I create sub-tasks in Microsoft To Do for a task that is in Google Calendar, Zapier thinks that the original task doesn’t exist and then creates a “new” task and I end up with duplicates in Microsoft To Do.

10

2 months ago

cfalcone01Beginner

asked in How Do I

Create and Update Monday.com when change in made in Salesforce

This is the workflow I am trying to create between Salesforce and Monday.com but have been unable to figure it out. Any help would be appreciated: When a Salesforce Opportunity stage changes to “Contracting”, I want to create a new item in Monday.com with information from 3 different objects related to that Salesforce Opportunity. The information would come from: the Opportunity itself the Account the Opportunity sits on the Opportunity Product objects that sit within the Opportunity (right now, when I am selecting which fields I want synced over from Salesforce to Monday, I can only select fields from the Opportunity. It does not give me the option to select fields from the Account or the Opportunity Products. I need to include fields from all 3 objects) Next, when certain fields update in Salesforce (example, the opportunity stage), I want those fields to also update in Monday.com

6

1 month ago

rewardenNew

asked in How Do I

How can I automatically create a Shopify blog post with a custom date from a WordPress blog?

Hello, is it possible to automatically creating a blog post in Shopify with a custom date. I am using a Wordpress blog that connects tih Shopify via Zapier to create a blog post in Shopify when a new post is published in Wordpress. Some of these blog posts have older dates. Can that publish date be posted to Shopify? Or can it simply be a boolean response?

John SmithBeginner

How to use Zapier formatter to make lists with each list item as a separate output ( for Trello tasks)

Good day, I am trying to make a zap that takes a conversation from slack, uses chat GPT to make tasks out of the message, than adds those tasks to Trello (for review by a team lead at the end of the day to ensure they make sense but to still save significant time). I am having issues though with formatting the points to make them different items that I can make multiple cards with, at the moment I can only make one card with a list of tasks. Any suggestions would be greatly appreciated.

6

14 days ago

Jimmy BrockNew

asked in Troubleshooting

EHatEDBeginner

asked in Code & Webhooks

GCR Webhooks

Forgive the stupid title.. typing too fast: GRC WEBHOOKS Does anyone else here work in the GRC space?I think a HUGE win for Zapier would be to integrate Drata, Vanta, Tugboat, etc. with Google Workspace, Jira, Asana, etc. The amount of redundant work that is performed is this space is astronomical and if we could automate that, it would be massive.

3

1 month ago

MiladinNew

asked in How Do I

How do I get history of all messages sent to chatbot in Interfaces?

Hi everyone! I'm looking for a way to get a history of the messages that have been sent to the chatbot in Interfaces.Currently I'm able to save the content of a single user-sent message, and for example send that information to a case in Salesforce. Does anyone know of a way to get all of the messages, including the one from the chatbot itself? It would be really useful if it was possible to run some analysis about the chats. Looking forward to any potential answers.

1

29 days ago

Pick Your PlaygroundNew

asked in Troubleshooting

A Zap error when creating product details based on Glide app submissions, encountering a 'no such product' issue

Hey Guys, Hope you are all doing great. I’ve hit a bum in the road whilst doing some work for a client and would be great to hear you if you can help. So, Im creating a directory in Glide apps. When a new user comes onto the app and creates a listing they fill out this form : They enter theirProduct Name Product Description Image PriceOnce they submit this form this zap runs : The idea is that the values from Glide will set the details for the product, this will then trigger another action that creates the price for that product. However it Keeps saying in the Zap history it stopped because it theres no such product as - “Whatever the product name is”. So I put a delay of 1 minute incase it takes some time to create but hit the same error. Would be great if someone could help out! Regards Mitch Francis

2

27 days ago

laluz33Beginner

asked in Troubleshooting

No email data available - Square to Convertkit zap

I am trying to pull customer data from their Square purchase to add them to my CRM in Convertkit. However, in the Convertkit section of the zap, the information needed - First Name, Last Name, email - is not available from Square. The item that they purchase is set up in Square and has all of this information in it. Why is their name and email not available in the zap? These are the only options that come up for me. If I search for “email” it gives me the “Note” field which has the name of the product and the customer. I tried testing this just in case, but it doesn’t add the customer to Convertkit.

5

1 month ago

kperkcoilBeginner

asked in How Do I

Assign Prefilled Form in Jotform function linking to blank forms

I was delighted to see that I can now prefill forms in Zapier and assign them! But then when I tried to do so I was provided with a link to a blank form. None of the fields that I filled were populated with the data I pulled from within the zap. Any thoughts? I have tried editable and read only with same results.

5

1 month ago

Filipe PortelaBeginner

asked in How Do I

How to prevent Zapier from running for all rows when updating a Google Sheet?

Hey Zapier team! I wonder if you can help me figure this out somehow. Or if someone else had a similar struggle and found a good alternative. I have a spreadsheet that feeds data from Google Sheets to Pipedrive. The zap itself is straightforwad:Trigger - New or Updated row on Google SheetsAction - Find deal in Pipedrive (option ticked to create a new deal if none has been found) Action - Update deal based on the previous stepNow, I think this works fine although I haven’t tested it yet. But a major concern came to me when I talked with a colleague that updates the spreadsheet and she told me that she needs to delete all the data on the spreadsheet and replace with new one every day.We have 14000 rows with the products that we sell, and she needs to export them from our Platform (currently there’s no good way of exporting from it without it being manually) to our Google Sheets, and updates around 200 to 300 of them let’s say. Would that mean that if she deletes everything and then adds

3

2 months ago

tashistationBeginner

asked in How Do I

Upload multiple files from Cognito form to Google Drive without zipping

I have a simple Zap that is working perfectly.User completes a cognito form, which includes uploading multiple files (photos in this case)That triggers the files to be uploaded to a Google drive folder. The files are renamed using a few of the fields from the cognito form.This works perfectly when it’s just one photo uploaded to the cognito form.But when a user uploads multiple images, they end up being zipped on google drive. The custom filename is applied to the zip file, but when the zip is extracted, the individual files do not have the custom filename.How can I prevent the multiple images from being zipped?

3

27 days ago

BettyTesterBeginner

asked in Troubleshooting

Zap not updating Excel, history showing zap working correctly

New to Zapier so please bare with me. I have set a up a Zap from our CRM, when a stage in the process is updated, a new row with data from the CRM is added to Excel.This worked in the test however is now not working when the stages are reached within the CRM.Excel is only showing two lines of data, which are from when the tests were run. From the below example, the action should have been completed seven times therefore seven new lines added to excel. I have check the connection to the CRM and excel is correct. Note due to company policy, I cannot state the CRM system we use.

9

2 months ago

StackSolutionsBeginner

asked in Troubleshooting

The Zap isn't populating shipping and billing addresses for Shopify orders.

Hi there, I’ve recently been having issues with zapier no longer filling out the shipping nor billing address fields when new orders are placed using the shopify premium plugin. It worked perfectly before but as of recently, it has just stopped working.I have tried various work arounds to try and get it to work correctly such as manually entering the data into the shipping address fields in zapier, pulling the data from google sheets but all to no avail. I have heard others are also experiencing the same issues and have come to no solution either so it seems to be an ongoing recent issue. If anyone is able to offer any sort of advice or help it would be greatly appreciated. Many thanks.

5

11 days ago

pjdoubleyouBeginner

asked in How Do I

How to create a daily log of open customer service tickets from Google Drive to Google Sheets?

Hi all - new to Zapier, feel like I’ve almost got this and yet, I’m still so far away! Here’s the deal…Every night I get a count of open customer service tickets dropped in Google Drive I want to copy the number of open tickets into a new row in a Google Sheet I’m creating a daily log of open tickets. So, everyday I’d open the Google Sheet and see a new row with the prior day’s date and the number of open tickets. Seems simple, but I can’t quite come up with the right combination of triggers and actions. Appreciate the help!

3

2 months ago

nick-liberty-and-coBeginner

asked in How Do I

How do I embed a question from Google Form into Google Slide for contributor to fill In?

Is it possible to embed a question from a Google Form (or other survey tool) into a Google Slide so that it could be filled in by a contributor to that presentation who is editing the Slide? We are not looking for a tool that collects responses in Presentation mode.

4

2 months ago

WassefBeginner

asked in Troubleshooting

MySQL to Facebook offline conversion isn't working after publishing

Hello , Im trying to send offline conversion From Mysql to facebook when im testing in zapier its working but after when im publish it nothing trigger -i checked the data base its working -i did all the integrations between zapier and facebook Also i tried from Mysql to googlesheet its not working alsocan any one help me here to fix it

jsestbyBeginner

Monday.com want to update column value for customer last order date

When an invoice is made for an account I want to update a column in modnay.com to match the order date. So, In the accounts tab I have a column titled Last Order Date that i want to update whenever an invoice is made within xero. Thinking the .Trigger. when new sales invoice in Xero ThenChange Multiple Columns Value in monday.com But dont know how to format the sections correctly after that? Specifically, If is select the board Id as accounts, then what do i select for Item id so that it matches the invoice to the correct account?

7

4 days ago

MrCarlo

asked in Code & Webhooks

How do I create a personalization tool to scrape LinkedIn and website data to generate personalized introductions?

I would like to create a personalisation tool using Zapier or as close to 100% automated as possible. I will be getting the following information Full Name, Company Name, Company URL & personal LinkedIn URL.With this information I need to scrape their LinkedIn profile and get insights into the prospect's recent professional interests or achievements, and also extract significant endorsements or skills from their profile.I will also need to scrape their website and extract mission or vision statement, if available. Scan for recent news or blog posts about major achievements or initiatives. Identify any awards or recognitions the company has received recently.With the above information I will use ChatGPT to craft a 1-2 sentence introduction that includes a compliment based on the scraped info.Then with the processed data as context, instruct OpenAI's GPT-4 to generate a personalised introduction that addresses the prospect and highlights positive aspects from the extracted data.With

1

26 days ago

Asg244Beginner

asked in How Do I

How do I delay a trigger until manual edits are made to new sales invoices?

When a new invoice comes in from our platform we add the data to a spreadsheet. However we need to edit a few items on the invoices to add tracking codes. This is currently manual for proprietary platform reasons and will have to be for a little longer. With zapier, our zap detects a new sales invoice and gets the zap started before we have time to manually input the extra data we need into the invoices. This data is crucial for the zap to run as it searches for Hubspot deals based on the extra data we add to invoice The delay functionality didn’t work as the zap already triggered and doesn’t include our edits after the fact even when delayed. What are the ways to do this?Running the zap on a schedule? If so, I don’t seem to be able to choose the new sales invoice trigger for xero… Filtering it so it only runs for invoices post draft stage so we have chance to edit (this won’t work for us as sometimes we have invoice in draft for months and need the zap process (much earlier) Rely on a

3

27 days ago

amplicityNew

asked in Code & Webhooks

Update row in postgres with JSONB data

We have a postgres table with a JSONB column we’d like to update. We’re using ‘Update row in PostgreSQL”, however, when we specify a value, such as:`{“key”: “Value”}` ..it inputs it into our db with escape characters that render the JSON invalid. We have also tried single quotes and other formatting, but are unable to find a consistent format that works. How can we format a jsonb value?

7

24 days ago

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