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20306 Topics

Ibanez1998
Ibanez1998Beginner
asked in How Do I

Update contact in two forms

Hi, I have onCarrot (AKA InvestorCarrot) and am capturing a lead into my CRM, MojoSells.  The trouble is like every good funnel, I have a basic form and then a more information form.  The basic form captures their address, email, and phone number.  If they hit submit it takes them to a more expanded form that most people fall out of the lead, but many will fill that one out too.  This is creating two records.  I need the second form to simply update the first, but the submission key is changing between form fill outs.  How can this be accomplished so I stop getting duplicate records?

1
PaulKortman
3 years ago
M
MEMRecruitmentNew
asked in How Do I

NinjaForms to SharePoint Excel - Failing to find resource on first attempt

Hello, I have a support ticket open with Zapier, however they appear to be stumped on this one, as is our IT department. I have created 3 spreadsheets (excel) within a Sharepoint site, in a folder. I then have a zap picking up form submissions (3 different ones), and adding a new row into the spreadsheets. Basic stuff really. It works perfectly well apart from on occassion, the zap fails to do it first time around and returns an error of ‘can’t find that resource’. If I hit the replay button it works fine. Has anyone else run into this one? There doesn’t appear to be any fixes I can see, and I am not sure if it is a permissions issue in Sharepoint on these files, or whether I am asking too much of Zapier, which would be really disappointing. Thanks in advance.

1
PaulKortman
3 years ago
D
Don't see option to runNew
posted in How Do I

Don't see option to run MANUAL function

We just created a zap and  and for some reason the manual function on the dropdown isn’t not  there. Anyone could tell me if we did something wrong when setting up our zap? 

1
steph.n
3 years ago
F
First Light Client CareNew
asked in How Do I

Adding mileage to an acuity appointment using a zap?

This is what I am trying to do, create an appointment in acuity that includes mileage. This isn’t possible on acuity (from what I can tell) but I have a zap that updates our client database when someone books, so I am wondering if I can have a zap create an invoice that adds the mileage for an appointment.  Currently we use paypal to invoice. Does anyone have any experience setting something like this up? I appreciate any tips!

1
steph.n
3 years ago
W
WayneWeeksNew
asked in How Do I

Microsoft Outlook HTML

Hi, I am new to Zapier and I am trying to create a Zap that connects my subscription billing platform (Chargebee) with my email through Microsoft Outlook. I have the links all setup and I am trying to put together an html email. I have selected ‘HTML’ format next to the MS Outlook box in the ‘Body Format’ but how is the actually Body content formatted? I need to set the font type, colors, add bullet point and an hmtl email signature. All of this is required to maintain the company branding standards. Does this need to be inline CSS? I was hoping to just paste in already formatted content. Apperciate any help or guidance on how to format the Body when the Body Format is set to html. Thank you, Wayne Weeks

1
Danvers
3 years ago
S
Spokey
asked in How Do I

Username

How can i change my community username?

1
Liz_Roberts
Community Manager
3 years ago
S
snowflaykeNew
asked in How Do I

google sheet export to csv automation

Hi, can i use zapier to automate a google sheet export to csv file? Evertime I use the zap I need it to overwrite the previous export. need this urgently. any help would be very much appreciated. thanks

1
Liz_Roberts
Community Manager
3 years ago
P
PollomMediaNew
asked in How Do I

How to manage Active Campaign + Typeform in order to send emails based on the responses in the Typeform Formular

Hello Community, I have a Problem. I am currently working for a Project where I have to manage the Email Marketing Part.  My task is that I have to adjust a system based on the responses in Typeform. Unfortunately, I don’t know excactly how to adjust the Zapier Filter, which allows me to continue with the Email process.    The email which has to be sent is only based on a “No” Answer. But unfortunately, I’ve tested to much and Active Campaign doesn’t send this email though, while testing, I am answering with “No” to this specific question.   My question is, if somebody can help me with this problem. Maybe with Zoom as well, because I think this Problem can be fixed within Minutes.   I would be delighted if somebody can help me!   

1
Seun Debiyi
3 years ago
D
DomNew
asked in How Do I

Collapse path without deleting the whole thing

Collapse path **without** deleting the whole thing (sorry can’t edit title or delete and re-post  ) I have a Zap with a Path - 2 paths. I have decided I no longer need the path and would like to collapse into one. If I get rid of paths, it deletes everything after the initial path split. My preference is to delete one branch and retain the other, with no path logic.  Is this possible? Feels very basic. A workaround is to put arbitrary path logic that will always be true, so I don’t have to rebuild the whole thing. Would prefer a real solution if it’s possible.

1
Danvers
3 years ago
M
m95New
asked in How Do I

Adding data to a Google Sheet row that already has data

I have a a zap adding data to a Google spreadsheet in columns A through F.   Columns G through J contain formulas that are dependant on the data that come in from the zap.   Until now, I have been autofilling the formulas in clolums G throguh J manually every day.   If the formulas are already there, zapier wil skip the rows.   How canI have zapier populate the empty cells with the rest of the row occupied.   Thanks

1
Liz_Roberts
Community Manager
3 years ago
I
Impact Hub ManausNew
asked in How Do I

Mighty Networks and Gmail - sending e-mails to new members

Hello! I need help with something that I think is easy to solve but I still haven't got it. I created a zap between Mighty Networks and Gmail. When a new member joins Mighty Networks, I want to send an automatic personalized email from the company's gmail to this new member. Only the zap asks me to enter the “to: anyone@gmail...”. But I just want gmail to send to ANY MEMBER that joins, so it makes no sense for me to insert the “to” or “cc” email. Could anyone help me with this? I am having difficulty because there is no option to use Zapier in Brazilian Portuguese. It's a little urgent. Thank you!

1
Danvers
3 years ago
R
RMCBeginner
asked in How Do I

Making bank payments from Google Sheet

Wondering if Zappier has an integration with any Australian banks to originate bank transfers   The scenario I am thinking of is to maintain a google spreadsheet that can track amounts and bank accounts. Based on this Zappier should be able to originate the transfer   If this doesnt exist out of the box, any hacks others have put together using other tools.   NB: If Zappier members see this, would be nice to have integration with Tyro

1
Danvers
3 years ago
R
raosaddamNew
asked in How Do I

Passing Trigger Name or ID to an action

We integrated multiple triggers of different apps and when an action is performed, how can we pass the Trigger name or id so that our app can differentiate and know what the trigger was?

1
ikbelkirasan
3 years ago
L
lasertradeNew
asked in How Do I

Multiple Woocommerce Attributes

Hi,   We have approximately 20 attributes in our products, however, Zapier only allows for one attribute. Is there a way to transfer multiple attributes across to one Woocommerce product?

1
Danvers
3 years ago
D
DavidVonNew
posted in How Do I

Selecting first image in a list or line items for Shopify

But it doenst work, if order have had a list of products… How could we pick first in list?

1
Danvers
3 years ago
C
cmorusNew
asked in How Do I

Contact Form 7 to Outlook

I’m sending pictures uploaded to Contact Form 7 to Outlook to save the attachments in Google Drive. Contact Form 7 not available in Zapier.    When I choose Outlook as the Trigger, it’s going to run the zap on every new Email. I only want the ones with a particular subject line. Any way to do that? 

1
andywingrave
3 years ago
S
scurryNew
asked in How Do I

Specific Square Transaction & Gmail

Hello, I am attempting to send an auto email when I take a new payment in Square but I want it to be for a specific transaction not for every new customer. Anyone know how to do this?   Thanks so much!

1
andywingrave
3 years ago
C
cmorusNew
asked in How Do I

Split Test Separator

This is the string that’s coming over. I want to extract Name so I can make it the start of an Upload file to GDrive I used this: [:Name: :] and I got this output: But I can’t get to the Name field. All I see is the Body Plain string again.   

1
andywingrave
3 years ago
B
BYKNew
asked in How Do I

Adding a new column header in google sheet (Webhook + Google Sheet)

Hi everyone,   We have a Zap set up that is used as a log for creating ‘report cards’.  We are hooked up to SharpSpring and whenever a certain task happens that generates a ‘report card’ with CRM custom field data on it, it creates a new row. The zap is as follows: Catch Hook Create Spreadsheet Row in Google Sheets I have it all set up so the google sheet is updated and working with all the current custom field information. For example we Have first name, last name, email, job titles, etc. These are all column headers in Google SHeets and are mapped to the fields in SharpSpring.  We have a new column header/custom field we want to add to this log. I realize that all previous rows added to the spreadsheet would have this blank, but moving forward we need to this field logged too.   From this screenshot you can see how I have already mapped some custom field data to put inserted as part of the row. I can’t figure out how to add a new field in here. How do I add a  new custom fieldn

1
steph.n
3 years ago
I
Infuze DesignsNew
asked in How Do I

Google calendar to return event ID

Is there a way to return the created event ID and Cal ID back to my app without adding a third level? Currently the app will post data using web hook to Zapier, this will use this data to insert the Gcal event, I want the app to then return the response of the created Gcal event back to the App to then be able to edit said event later.

1
Liz_Roberts
Community Manager
3 years ago
S
SaumilNew
asked in How Do I

MS SQL SERVER after connection did not get any response for table

I did not get any table name even insert schema of table creation plz help me ,what should i write in schema option

1
steph.n
3 years ago
F
FrediBBCNew
asked in How Do I

Hubspot Sequences automated with zapier

As sequences in Hubspot doesnt allow me to send an email to the work email property (the primary email is not a work email for all contacts) I’m trying to send email using zapier, but there are no triggers related to sequences, What can i do?

1
steph.n
3 years ago
R
rmcvicarNew
asked in How Do I

Sync a Onedrive for Business CSV file to Microsoft SQL DB table

I have a file coming from a EDI system daily in the form of a csv file.  I want to use it in Power BI Services.  This works locally and personally however when I publish the Power BI report online in Power BI Services and attempt to refresh the report that has both SQL and this CSV file I get sync (refresh errors) just for the CSV.  So I want to send the file to a SQL Server Database Table daily (once at about 7am)  from the MS OneDrive for Business csv file.  the file is new every day and always the same name: HCOInv.csv.  So does Zapier support this and how difficult is it to setup?

1
PaulKortman
3 years ago
A
afocusedlifeNew
asked in How Do I

Dubsado Workflow

Can I create a zap from a specific Dubsado lead workflow to Flodesk?

1
A
3 years ago
S
sapariya.2108New
asked in How Do I

Send data In Payload of Webhook

Hi all, I have created one rest hook and it is working good. Currently,I have sent array of JSON data in the payload of webhook with POST request. But  How much JSON object we can send in the array while sending this array in payload of webhook ? 

1
PaulKortman
3 years ago
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