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Salesforce tasks and opoortunity link
Hi, I want to link tasks with opportunities. E.g. when a new task is created for a contact, add a relation to the opportunities that belong to the initial contact. When testing the trigger, I see the opportunity ID is stored in WhatID but when I come to the action part and select Update (or create) Record in Salesforce with Task as the Salesforce Object, I cannot find the WhatID.
New record on airtble following an order of name
I am using google drive to upload photos which create a new record in Airtable.With this, it will always create a new record It's a very simple automation, but I'm having trouble uploading the photos in alphanumeric order.The photos I upload to google drive have the name:Image_001 - Image_002 - Image_003 - Image_004... and so on. However, when the Airtable records are created, the photos are uploaded in random order.Ex: Image_003 - Image_001 - Image_004 - Image_002…I put a delay to wait for all the photos to be uploaded, and then start creating the records in order, but it still didn't work. How do I make them create records following their alphanumeric order?
How do I transfer birth dates from Shopify Customer fields to Klaviyo for automated birthday emails?
Hi! We’re trying to transfer birth dates from a form we created with Customer fields (Shopify) to Klaviyo to create a birthday email automation.We don’t know how to get this metric to be automatically added to each Klaviyo’s profile. Anyone can help ?Thank you very much.
Changing Text or Send Time After Adding Spreadsheet Row
This post was split from the topic: Hi @ken.a,Hope you’re well. Just had a follow up question about the above which I was wondering if you could help me with?I have a Zap set up which takes a “new spreadsheet row” trigger in Google Sheets and sends a message in a Slack channel at a predetermined time (the message text and time to send the message are fields in the Google Sheet). The automation works fine, however it doesn’t give me any room for error i.e. I can’t change the message text or send time after adding the spreadsheet row. Do you know if I can set up this Zap so it gives me some flexibility to change the text or send time after adding the spreadsheet row? Hope that makes sense, let me know if you need any further info.Cheers
IMPORT EXCEL INTO CASPIO - DIDGIT PROBLEM !
Hi ! I have a zap who transfert data of a row from an excel worksheet to a table in caspio. My problem is the number with comma in excel don't transfert correctly. Example: 3,5 in excel become 35 in caspio table.Someone can help me ? Thanks in advanceSebastien
Google Assistance parameters list?
When attempting to setup a script from Google Assistance, following this template: https://zapier.com/apps/asana/integrations/google-assistant/91402/create-asana-tasks-from-new-google-assistant-voice-commandsIt prompted 2 questions:“What's would you like to name the task?”“What notes would you like to add?”With no clear indicator where is it stored.In the Action section, to populate Asana new task, I need to enter which field/param/arg coming from Google Assistance to pass into which field of the next message request sending to Asana.Asana side an empty task was created with no content. Given I didn’t set any fields in the action it make sense. Please fix.
How can I update notes in Less Annoying CRM with contact data from Trello without requiring a contact name?
I work in both Less Annoying and Trello. I have the information going one way currently from LACRM to Trello on new contact creation. My workflow and tasklist is all in Trello so i have tried to set up a Trello to LACRM update notes section each time there is activity in Trello. The issue is that the Zap is requiring a contact name and wont in LACRM and wont accept the contact search step above the update note on contact step as tcontact name to accept the his final step has a required field of contact name.How do i get the required field of contact name in my 3rd step to use the information found in step 2?
Woocommerce Pulling All Orders from a Customer
Hey guys,I am trying to build a Zap that that every first of the month will pull all orders made from customers with a particular role to build an account statement report (in google sheet) that will be sent to them every month. That account statement will show all their order placed in the month like this: order # : Date : Amount : Status (paid or unpaid) Is there a way to do this or should I treat all orders individually as soon as they come in with the woocommerce order created trigger? Thanks for the help.
Google Calendar searching for events issue
I am trying to create a zap that posts which employees are dispatching today. We have two dispatch shifts, 06:30 to 14:00, and 10:00 to 18:00. I import these automatically into Google Calendar. I have a zap which searches the calendar for the events. Looking at the documentation, google calendar will return the first event it finds in a search, so the event starting at 06:30 is always found. I have tried adding a second search, and stating that it should only search after 09:00 in order to find the 10:00 starting event, but it still always returns the 06:30, which doesn’t seem right. Does anyone have any work arounds or fixes for this?
How to set up a delayed email from a Google Sheets date?
I would like to automatically get an email notification based on an existing date in Google sheets. The use case is to follow up on booking inquiries.To cut down on holds on dates that do not materialize, my policy is to keep the hold for 2 weeks then release the hold. If the party goes ahead with the booking, I convert the status of the hold to a booking. The dates and times of the start of the hold are already loaded into a Google Sheet cell. I would like to get an email after 2 weeks passes from that date. This would allow me to then follow up with the party in a timely manner. Example:Booking 1: 1/1/2023 => auto email to me on 1/15/2023Booking 2: 1/15/2023 => auto email to me on 1/30/2023The caveat that I have is that I would only want that to happen once per row, and old rows would still remain in the spreadsheet.
How do I update a field value in MailerLite to identify a subscriber as a member when a new member is added in MemberPress?
I created a zap so that when a new member is added in memberpress, it adds or updates a subscriber in mailerlite. My problem is, I need to know in mailerlite that the subscriber is now a member. I would like to do this by updating the value of a field called “member” to “yes.” Is this possible? Can I somehow select this as part of the information to be brought over by the zap? I don’t want the subscriber to be moved to a “members” group because I have two distinct customer groups and I need them to stay in those, just have a field that identifies them as a member. Then, when their membership ends in memberpress, I want a zap to change that field in mailerlite to “no.” Is this possible? How do others manage their member lists in mailerlite? Thanks!
How do I limit a Shopify-Gmail Zap to only fire once per new customers in Shopify?
Hi,I’m trying to create a Zap between Shopify & Gmail where an automatic email is sent to us if a customer creates an account on Shopify however has not made a purchase after 7 days.Issue is, we’re receiving multiple emails for the same customer account. Is there a way to limit this Zap to only fire once per customer?Thanks These are the only steps in the Zap.
How can I stop a Zap if Slack thread messages are present?
What I am trying to accomplish is to allow my team to ask questions in slack and allow others to opt into answering the question. But if there is no message responses within 24 hours in the slack thread, I want the zap to tag a few select individuals in the thread to get eyes on the question. I have most of the zap built out and ready to use, but the part I am struggling on is how to only allow the zap to run IF there are no messages in the thread of the initial message. I’m assuming I will need to use something like “Filter by Zapier” to only allow it to move on if certain conditions are met, but I’m not sure what conditions to put in there. Or if there is another way. Any help is much appreciated!
Zoho CRM error: Required field "Areas of Expertise/ interest ( Tech Sectors)" (multiselectpicklist::Areas_of_Expertise_interest_Tech_Sectors) is missing.
Does anyone know how to map a multiselect field in WPForms to a multiselect field in Zoho CRM? When I try to map the two, I get the following error:Failed to create a module entry in Zoho CRMRequired field "Areas of Expertise/ interest ( Tech Sectors)" (multiselectpicklist::Areas_of_Expertise_interest_Tech_Sectors) is missing.If I select an attribute from the dropdown, it lets me save the zap, but doesn’t update with user selections.I appreciate your help!
Airtable form -> basecamp todo not being able to use information in form
This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.This seems simple but an exhaustive search of the internet has not given me the answer. I am attempting to have an Airtable form create a todo in basecamp - all of the information I need is in the form in Airtable and it creates a todo in the correct place in basecamp but I can’t make the todo in basecamp fill with the correct information from Airtable It has options for airtable records other than what I need to recall - but my “notes” section from the form is not an option to fulfill n the “description” part of the todo. Ideally I would love all the content from the record show in grid form. But I would be ok with just the ‘notes’ section which is formatted as a long form text subject in Airtable. Also - the due date is in the airtable record, but that record is not an option to choose in the zap?
Gmail threats to Notion database
I created a zap to add a notion database every time an email was labeled, when I label an email that has a thread, it created one database for every email in the thread meaning I have multiple databases for the same email. Is there a way to set this up so that the whole thread gets counted as one?
How do I integrate Mailchimp with HubSpot and map fields when transferring or creating contacts?
Hi,I am New to Zapier having been trying a few options to Integrate our MailChimp Account with HubSpot.I have successfully enabled the ZAP and sent a Test Contact to HubSpot from MailChimp but there are a few Questions I have been unable to confirm before I Publish it and as I have a Free Account I cannot get any Support from Zapier. I am sure the Questions are easy enough if someone could guide me please:If I Publish the Integration, will it only pull in new Contacts from that stage forward or will it try to copy all the Contacts from the Mailchimp DB into Hubspot? The MailChimp Audience we have is in 2 Segments, ON TRADE and OFF TRADE, Is there a way in which that data can be copied over into HubSpot so that we know which type of Business they are? In MailChimp, we have a field for “COMPANY” but when I was setting up the Integration I did not see the option to FIELD MAP Company from MailChimp into HubSpot. Any ideas? As we have a FREE LICENSE with both HubSpot and Zapier, is there a
How do I prefill form fields with data from a spreadsheet and send it to a user without requiring them to log in to edit the form?
Hi, I have a question. Is there a form app whose fields I can prefill with Zapier and send to the user? Specifically, I get DAten that I save into a spreadsheets. I want to enter this data into a form and provide it to the user prefilled. The user then adds more data to the form and the process continues after the final form is submitted. I know that Jotform can do this. The problem with Jotform is that users have to log in to Jotform to edit the form. I would like to avoid this.Thanks!
Search for multiple emails before adding a new Salesforce Contact
Is there a way to make a Zap which searches two email fields in Salesforce before adding a new contact. We have an alternate email field that we would like to search on in addition to our primary one, but I’m not sure how to do this/if it’s possible.Many thanks for any help!
Use AI to summarize the purpose of a Zap?
have you ever gone back to a zap that you made a while back to check on an error and have no idea what you were thinking when you made it?Wouldn’t it be nice to use ai to summarize how a zap works and the purpose of it? Is there anyway to use AI to do this? I wasn’t thinking of using it in a zap really, but I can’t think of a way to show an ai everything in a zap and prompt the ai to summarize it...
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