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21868 Topics

A
Andy HavenBeginner
asked in How Do I

Finding specific trigger sample for Calendar Event Start

Hi thereI’ve just set up a calendar event in Outlook that recurs every three months.  I want to set up a zap that sends an email around 4 days before the calendar event, and have set up a zap, but I can’t seem to be able to specify the actual event as a trigger.  I’ve connected my account ok, and I must be doing something wrong but I can’t work out what!I use Office 365TIA

8
A
2 years ago
S
SPONSORsBeginner
asked in How Do I

Formatting currency fields

Hello,We´ve been running some zaps to import certain data from XING events to Hubspot. In our case the XING events API property “OriginalPrice” is €29,00 (amount our customer paid) but the zap delivers 2900 which is x100. That means that the the wrong amount has been imported to Hubspot.  In another case we have an import with 113.050 instead of 1130,50.Do you have a solution how to change or transform the amount in Zapier, e.g. by a formatter?Thx a lot.

3
S
2 years ago
S
ScottyShanksNew
asked in How Do I

How to change a "," into a ";"?

Hello, I currently extract invoices from Quickbooks using Zapier and Zap them into a CRM system called Freshworks. Quickbooks products within the invoices are passed in a single line separated by "," (Example: Product A, Product B). The CRM systems needs the products separated by ";"(Example: Product A; Product B).  Any idea how I do this?

1
XRay Tech
2 years ago
L
leadrouterBeginner
asked in How Do I

Round robin lead distribution using Google Sheet

Hi I have been search for days now trying to figure out how to integrate Zapier width Wordpress to distribute inbound leads. I just came across this article https://zapier.com/blog/distribute-leads-without-a-crm/  I'm talking about automatic lead distribution down to the ZIP code level, with load-balanced allocations for shared zones, weekly distribution limits, and automatic reallocation for manually rejected leads. Needless to say, I couldn't find a CRM that could perform that level of distribution logic so I just made one myself using Zapier. It's probably more than I need, but it works extremely well.What is mentioned here is exactly what I need, Unfortunately he does not elaborate. I am trying to figure out how to distribute leads to agents when there are overlapping territories. I am not going to go down to a zip code level. I will keep it to a county level. I often have more then one agents in a county, so I need a weighted round robin method. I have monthly distribution limits.

6
william
2 years ago
D
DataventurerBeginner
asked in How Do I

Create a new user/subscriber in ManyChat

@thehousemanager Just came across your post after spending the day trying to pass contact information from a CRM (Real Geeks) to create a user in ManyChat to whom I could send a chat sequence.  Zapier as a notation in their create-a-zap process that notes “A Subscriber can’t be created in ManyChat”.  Not a good indication of potential success for my efforts!…  Have you come up with a work-around?  I tried using Google Sheets as an interim stop on the way to ManyChat but no success there.  Thank you for your reply!Dave

1
M
2 years ago
T
Tezza1976Beginner
asked in How Do I

New Paid Order in Shopify - how to retrieve the product cost

Hi, I have created a Zap that sends an email to a supplier when a new paid order is created in shopify, I have created the email with all details apart from cost from the supplier, the cost is shown in the shopify listing, how do i pull the cost into the email to the supplier please? Sorry, new to this

5
SamB
Community Manager
2 years ago
C
clickzapNew
asked in Code & Webhooks

Webhook to ClickUp API with dynamic task_id

HiI’m trying to automate renaming the tasks with some standard naming convention as they are created. I’m trying to use the ClickUp automation webhooks with Zapier integration.I tested the ClickUp API with cURL to rename the task with the task_id. How do I automate this POST call with Zapier as I will not know the task_id?.In short, how do I get the ClickUp task_id as they are created and pass the task_id to the POST call for renaming the task with the help of Zaiper? Thanks in advance!

10
C
2 years ago
S
Sergey SantosNew
asked in How Do I

Email was sent in Plain even though I chose HTML in the Zap

Trigger: Parser - New Email Action: Gmail - Send Email @Troy Tessalone Tr I have a similar issue to @egreene16026 (this post), but probably simpler.I’d like an email received in Gmail be forwarded to several recipients without:showing my email address and recipients can’t see each other’s email addresses.I tried Mail Parser to a test account and It did not have the header info as I removed it in the template.  That part worked as intented. But the email was sent in Plain gibberish, even though I chose HTML in the Zap.Perhaps there is an easier way to do this (maybe even without zapier)?

1
Troy Tessalone
2 years ago
M
mroseBeginner
asked in How Do I

HubSpot 1.2.2 account disconnected

Hi Zapier community!  Is anyone else experiencing trouble with the HubSpot integration?  My HubSpot 1.2.2 account is suddenly missing/disconnected, and a 1.6.2 account has replaced it.  I’m not able to turn on any new zaps featuring HubSpot, and when I search to reconnect the old account, I cannot find it.  The old zaps appear to still be running, but I cannot edit them without running into this issue.  Help??

6
william
2 years ago
T
thiNew
asked in How Do I

Error: A Bubble Zap could not be found.

Hi, I’m trying to create a zap that send a pdf from Bubble to Onedrive. I have created the workflow in Bubble to trigger a Zapier Zap with the relevant pdf. When setting up the zap I get the error message “A Bubble Zap could not be found.”The trigger name has been added to the plugins page as well.  Any suggestions?Thx!

3
nicksimard
2 years ago
H
hhodgeNew
asked in Troubleshooting

Upload Entire Planning Center Table to Dropbox when New Record Added

Hello!Im working on integrating a DataBase for a company and I am having a hard time uploading files automatically into my dropbox. Im working with the software planning center and I would like to update an entire table to drop box every time a new record is added.Any suggestions? I can only recieve the single new record instead of a whole updated table? Thanks,H

1
Troy Tessalone
2 years ago
R
rambNew
asked in How Do I

Create Pull Request in GitHub for new Files in Dropbox

Hi I am trying to integrate Dropbox with Github. I would like to send a pull request everytime changes are made to a dropbox file. I looked at the off-the-shelf integration zap "Create GitHub pull requests for new Dropbox files", but I cannot get this working.  Anyone tried this integration? I am also open to do this with google sheets if not just dropbox. thank you

9
william
2 years ago
D
danielishouNew
asked in How Do I

How can I add data to some columns in google sheets (not all) without making the other columns blank so that I can run formulas that use the imported data as an input?

I am trying to connect a Hubspot form to Google Sheets. When the information that I want is added to the google sheets (name, email, product), other columns for which I don’t want to add any information from the form but do use the added information as an input (formulas) become blank instead of outputting the intended values. How can I fix this?

2
william
2 years ago
O
OldcastleBeginner
asked in How Do I

SQL Server Connection String

How do we view and/or edit a SQL Server string?  It appears we can only edit the name and not see any of the other details when the app was previously connected.

4
O
2 years ago
F
FondaticBeginner
asked in How Do I

Deduplication, how does Zapier identify new records

Can someone please explain this to me:When polling... "Zapier automatically deduplicates and sorts for the newest data from the API."How does that work exactly?

3
Troy Tessalone
2 years ago
A
AndrewRNew
asked in How Do I

Sending an attachment from Jira ticket to Zendesk

Hi guys!I have created a zap to convert tickets entered into Jira into a Zendesk ticket.However, the attachments in the tickets are not coming along on the journey. Could anyone advise how best to configure my zap to include my Jira attachments?

2
william
2 years ago
T
TTLTBeginner
asked in How Do I

Zoom new recording trigger not adding files to drive

Hi @TTLT!Do you mean that you’ve had these options turned off…… and even when your Zap is turned on, it doesn’t trigger properly?  @nicksimard Thanks for your reply. Correct. I have those two options turned off. The only time a video has been downloaded to Drive is when I go to a video that has already been recorded and select “Viewers can download” (from the options shown on the screen above). Then I test the zap, and it works. Otherwise, an HTML file is downloaded if I don’t select “Viewers can download” before a test. It’s also an HTML file that’s downloaded if the zap is triggered. This happens with or without file extension added.I asked a Zoom representative if it’s possible to set a default “Viewers can download,” but it isn’t currently a feature. However, if others are able to download to Google Drive already, there must be a way.Do you have any ideas?

3
nicksimard
2 years ago
B
brendenvalksNew
asked in How Do I

Single step zap vs a multi step zap?

I 

1
robschmidt
2 years ago
E
Elissa M.Beginner
asked in How Do I

Problem updating an existing Salesforce record

I have landing pages built in Leadpages for these purposes:Retrieving a lead magnet, and the form only asks for first name, last name and email. Zapier creates a Salesforce lead without a problem. I’m the owner of this record.  Requesting a demo. The form asks for first, last, email, title, company and phone number. Zapier creates a Salesforce lead without a problem. Someone else owns this record when it’s created. Requesting a demo AFTER you’ve downloaded a lead magnet - I want to update the record with the new information and change the owner. This is the one that doesn’t work. The problem I can’t seem to solve is updating an existing record with additional information, and changing the owner. Here’s what I’m doing (and that isn’t working); Trigger is the new form submission in Leadpages. This works fine. Find Record in Salesforce  Action Event = Find Record Account is mine Set up action: Salesforce Object is LEAD Field to Search by is EMAIL (because that’s how we’re finding the

1
E
2 years ago
W
Workco StefNew
asked in How Do I

Formstack Documents uploaded to employee file in BambooHR - error with Category field

Hi There, I am wanting to have a merged document from Formstack Documents (webmerge) to be uploaded to BambooHR as a file under the employee’s profile in documents.The issue is when I go to create the zap and select upload file and pick an employee, I have to select a category and there is no option to pick a category.I select the custom option and choose something from the document but it still fails for me.   

2
william
2 years ago
F
FunnelMarketingConsultingNew
asked in How Do I

Create New Lead in Chime - what fields are required?

I’m planning an integration with Zapier to go from ClickFunnels to trigger an action of creating a new lead in Chime & would like to know what info I’ll want to collect from my client’s Chime account in order to make this happen. I won’t have access to Chime directly, so would like to come up with a specific list.  The lead form has… ~ name~ phone~ a couple of text / input fields… that all will need to be added / mapped over to Chime.  Do these fields need to be setup in advance? Do I need to select a specific List? Will I need more than just an API code to setup?Thank YOU VERY much in advance for helping. My client is a busy real estate broker & am trying to save him as much back & forth as I can. :-)~Crystal 

3
william
2 years ago
B
bwrightNew
asked in Code & Webhooks

Using line item fields from webhook trigger

Hey Zapier family, I’ve been digging into using webhooks with a JS application i’ve been developing, to sync the data to our crm and generate some PDFs in real time. The thing I’m struggling with is on the webhook catch quoting side.  A client can submit a quote and then I need to pass those line items on to the next step.  The line items will vary, and the number of line items will vary.  So using mock data, i’ve got something like this: If I wanted to send each person quoted to a google spreadsheet, how would I do that?The zap only allows mapping of the children [0] of the array, not like “for all first names” do this.  Basically how would I use a webhook to accomplish essentially a for loop in js?  Any help pointing me in the right direction would be great! ThanksBen

2
william
2 years ago
A
ayoung72Beginner
asked in How Do I

New Order in ShipStation to Activate a Flow Event in Klaviyo

I am attempting to set up a Zap that will fire off my new order email flow in Klaviyo whenever a new order is added to Shipstation.  Which I thought would be pretty straight forward. I got the integrations all set up in Zapier but now I am lost, as the actions possible in the Klaviyo menu were not what I was expecting to see. The first red arrow is where I am getting thrown off - I expected an action value in the drop down of activate a flow or send an email.  However, this is all that is available to me in the drop down. Neither of which make sense in this case for what I want to do. So maybe custom? If so, what goes in there?  The second question is Event ID:   I created a uniqueID that would not already be used on Klaviyo and would make sense if I saw it - do I need to do something in Klaviyo with that now to tie it to something? Thanks for any help anyone can offer here.  Cheers,  Annie

5
william
2 years ago
N
NewYorkApostilleNew
posted in How Do I

WPForms Trigger to Create Customer in Square action

Anyone have any experience with linking WPForm in to Square to create a new customer? Also looking to hire someone to come up with a whole new “user experience” to auto-calculate the cost of the service for them. The 2 forms we are looking to trigger is apostilleapply.com and wpmobilenotary.comWe are running the PRO version of WPForms

2
andyc
2 years ago
D
davidcomNew
asked in How Do I

Wordpress Create New User - Custom Role assignment adding two roles instead of 1

[Sorry, title should read “two roles” not “to roles”!]Hello. I’m trying to use the Wordpress Create User zap. I use a membership plugin called s2Member. S2Member adds new additional custom role options (s2Member Level 1, s2Member Level 2, etc.).In the zap setup, for the “Role” field, I entered a custom value of “s2member_level1”. This successfully attributes the “S2Member Level 1” role to the new user account created by the zap. However, the zap is also attributing a 2nd role to the user: “Subscriber”. This is not something that I want. I only want the custom role to be attributed in the zap. Can anyone help with this? See images below. Thanks!  

6
S
2 years ago
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