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17290 Topics

S
schooltechteamBeginner
asked in How Do I

How do I update a Google Sheet and email the requestor when a Hubspot ticket status is changed to closed?

Hello, I am automating my Hubspot tech pipeline and want to create a step/trigger when the ticket status is changed to “closed” that it will update the Google Sheet as well as email the requestor.  I have checked in Zapier for the option for Hubspot stage and don’t see an option.  Can someone please help?  Thanks,Christina

3
ken.a
24 days ago
Kdiddly
KdiddlyNew
asked in Troubleshooting

Failed to create a card in Trello Required field "name" (name) is missing.

I am trying to connect Ecwid to Trello but I keep getting the error:Failed to create a card in Trello Required field "name" (name) is missing.Yet, I have a selection in the field.  What am I doing wrong? 

3
Rachael S
Community Manager
11 days ago
A
Ali3332Beginner
asked in How Do I

How do I create an item in monday.com and update it with an email when a warm lead is identified in GoHighLevel?

Hello, so this is what the objective of my zap.Routing from GoHighLevel.Zap 1 : If a customer is a warm lead from gohigherlevel. It is zapped to my zapier, sending data to my Monday.com board, creating an item. And including basic customer information.Zap 2 Goal : When a customer sends their email on GoHigherLevel. I want it to zap back to monday.com again, find the customer information, and send it to the same item to fill out only the email column.  I don’t know if I should connect the zaps, or the best way to structure and complete it. I really need help here. Thanks! They are both connected via webhook from gohigherlevel.

2
SamB
Community Manager
12 days ago
steppingstonesns
steppingstonesnsNew
asked in How Do I

How do I create and manage zaps with mailchimp and google sheets?

Hi there! A previous employee set up Zapier to pull inquires off our website’s Mailchimp subscriber form. We are a school with two active locations and we have two zaps set up to pull inquires for each school separately into individual Google Sheets. We have a third location opening up and we already have inquires coming in for that location but no zap set up to pull inquires into a Google Sheet, like the other locations. HOW DO I SET UP THIS NEW ZAP? PLEASE HELP! Thank you! 

4
ken.a
1 month ago
Waario
WaarioBeginner
asked in How Do I

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 

3
nicksimard
Community Manager
1 month ago
OLL
OLLNew
asked in How Do I

New Customer -> Google Drive Folder Access?

Hi everyone, I’m looking on selling a course, the course in all housed in a Google Docs folder. Ideally, I’d love to make the following happen: When a new customer buys a Product A in Stripe. Exact their email from purchase order. Add View Only Permissions for that email to Specific Google Drive Folder. Send confirmation email with access link* (might not be needed if Stripe can do this) If customer issues a refund<30 days from purchase. Remove Permissions from Specific Google Drive FolderIs this possible general ideal possible? I can be flexible with all tools accept Google Drive.Thanks! 

3
chanelle
Community Manager
20 days ago
Jozef HLUBIK Jr.
Jozef HLUBIK Jr.New
asked in How Do I

basic selling process monitoring - I NEED HELP TO SET IT UP, PLEASE!

I NEED TO SET UP ZAP FOR SUPER BASIC SELLING PROCESS MONITORING: I drive traffic to a landing page that generates potential customers for a car rental. 1st part: all leads are filled in into a google sheet. Car rental calls the leads and a, close them b, lose them = no deal. Car rental must fill in and update all info incl DEAL column yes/no, PAYMENT column - how much etc. 2nd part: car rental may forget to fill in all new info and therefore I MUST HAVE A ZAP that creates every 3 days a Reminder e-mail with a list of names of LEADS that have not all info updated. Therefore I need ZAP that checks on multile columns such as DEAL, PAYMENT etc and if there are missing values, I need them linked with correct LEAD NAMES and create a list that goes as an GMAIL to a CAR RENTAL. 3rd part: I want to send Reminder e-mail with missing google reviews, too. 4th part: I want ZAP that every Sunday night or Monday morning sends me updated column HOW MUCH MONEY WERE MAKING (fx: SUM PAYMENT) THANK YOU gu

2
chanelle
Community Manager
20 days ago
SEBASTIEN_JOSEPH
SEBASTIEN_JOSEPHBeginner
asked in Troubleshooting

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

3
christina.d
Community Manager
1 month ago
ArchieMG
ArchieMGNew
asked in How Do I

Shopify abandoned cart sms

Hello Experts !! Has anyone tried the abandoned cart sms for shopify ? The functionality seems to be pretty straight forward, but here is where I am having some questions/doubts. What is line item support ? is it looking at each item in the cart ?  If I connect to shopify app will I get the url of the abandoned cart ? Do I get the abandoned cart event right away or it comes after some time ? are you able to read from zapier the sms opt in preference ?   I am guessing no ? how are you sending out the sms ? as in, I am assuming best practice is to send it out after a few hours...and not right away. As in after a delay, so after the delay period I am guessing you have to again go check if the customer has completed the transaction ?All in all, I am guessing a system of record has to be maintined which has abandoned cart (guessing u get the phone number) after delay check if an order has been placed from that phone number,  check the sms preferenceif sms preference is yes and order has not

1
chanelle
Community Manager
20 days ago
Veronika
VeronikaBeginner
asked in Troubleshooting

Zap for automatically uploading from Zoom to Google workspace isn't working as I need

So we have zoom accounts and we need to automatically upload recordings from zoom to Google Workspace shared Disc. I set up the zap but the recording keeps ending up in My disc which isn’t convenient as we need it in the Shared disc so it will be available to other people who have access and so I don’t need to move it manually from My disc to that Shared disc. Any ideas about this? Thanks

5
Liz_Roberts
Community Manager
10 days ago
booneo
booneoNew
asked in Troubleshooting

Path Rules doesn't work

Hey,I hope you’re doing well. I am generating leads with Typeform and redirecting it to a Google Sheet. And i would like through Zapier to send some leads that match a certain postal code. So i’ve gone through path rules and filter and none is working. I tried texte (even if it’s number) and it doesn’t work and tried number greater than 75000 (if the postal code can be between 75000 and 75999) and less than 75999. But it doesn’t work. Could you help me with this please ? Best,Mathis.

3
chanelle
Community Manager
1 month ago
livbittencourt
livbittencourtNew
asked in How Do I

How do I send a Slack channel message when a specific LinkedIn account publishes a post?

Hey, new Zapier user here.I'm struggling a bit with a Linkedin + Slack automation.  Whenever a Linkedin post is published from a specific account, I wanted its link to be sent as a message to a Slack channel.I can see that action option for Slack, but I'm lost as to what to do for the Linkedin trigger.Can anyone help?Thanks a lot :)

3
ken.a
5 days ago
Tyler Guthrie
Tyler GuthrieNew
asked in Troubleshooting

Unable to set date fields in Salesforce

I have a custom date (not datetime) field I’ve created on our accounts in Salesforce and I’m trying to set up a Zap that copies a date (originates in UNIX) to this custom field in Salesforce. Zapier indicates the format is YYYY-MM-DD, but when I use formatter to convert to this format, the date doesn’t pass to Salesforce. I’ve tested putting in “today,” tried several variations in format, but nothing seems to stick. It always returns null when testing. I created a test property for datetime to see if that would work, but that doesn’t save either. 

2
shalgrim
16 days ago
T
Tosha LackeyBeginner
asked in How Do I

How do I update an item in monday.com when there's a new order in Shopify?

I am trying to create a sequence of Zaps between Shopify and Monday that helps our team track leads. I created a Zap that creates a new item in Monday when a customer is added to Shopify. Now I need a Zap that updates that item in Monday when that customer places an order. I was trying to use the “Customer Last Order Name” field but this is not working properly. Does anyone have any ideas? I basically want Zapier to create items in Monday when a new lead comes in (customer is created in Shopify) and then update the Order Date field when that customer places an order. Any help here would be appreciated!

9
ken.a
25 days ago
ARBHU
ARBHUNew
asked in How Do I

How do I convert from Zoho work drive, convert into PDF and send it to Zohomail using PDF.co?

#htmltopdfI receive html file from Gmail and I want that html file to be converted into a pdf and resend to the same Zohomail. Can some one assist me?

3
ken.a
18 days ago
StephDodier
StephDodierNew
asked in Troubleshooting

Zapier keeps returning to login page

I’ve been working with a paid account since yesterday and for some reason, today, when I logged out and then login again, zapier keeps sending me back to the login page after the password was entered. I have another zapier account which is on free version which I logged into after logging out of the paid account. What’s going on?

3
nicksimard
Community Manager
11 days ago
Dwalsh
DwalshBeginner
asked in Troubleshooting

Missing Pipedrive pipelines(Stages) in Stage field drop-down when setting up action trigger.

Same exact issue as the post below, a bug?  Several pipelines(stages) in pipedrive are missing from the field “Stage” in an action trigger when trying to create a deal by importing from typeform or other apps. Able to create a deal into other stage ids. Thanks!

3
ken.a
10 days ago
Masey
MaseyNew
asked in How Do I

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!

5
Danvers
Community Manager
1 month ago
rickbweir
rickbweirBeginner
asked in How Do I

Processing multiple records from Acculynx to NiceJob

I want to create a contact in NiceJob when a job in Acculynx is completed.  The Acculynx zap returns a list of records matching the job status.  How do I process each of the records returned?

4
jesse
Community Manager
17 days ago
lizeth.v
lizeth.vBeginner
asked in How Do I

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? 

5
Charie
1 month ago
Jay Melfah
Jay MelfahBeginner
asked in Troubleshooting

While requesting "dev_method" from Pipedrive we ran into an error: Stage not found Please check developers.pipedrive.com for more information about Pipedrive API.

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.Hello Community,I am working on a zap which searches for specific persons on Pipedrive and after the person is found, details such as person id, organization name and deals can be collected and filled on a google sheet. Unfortunately, there are some names which after the deal is found, returns an error “While requesting "dev_method" from Pipedrive we ran into an error: Stage not found Please check developers.pipedrive.com for more information about Pipedrive API.” Most of the other searches work fine but for some particular names I get this error even though the zap history indicates the deal has been found. These are some screenshots to make it clear.  The next step is a storage step where a value from previous step is saved in storage. However, I get this error: The storage step does not receive the data out from

3
SamB
Community Manager
18 days ago
Topseller99
Topseller99Beginner
asked in How Do I

Automatically send a Google Form to new clients

Hey there! I need to send the Terms and Conditions to my new clients for them to read through and accept before their first consultation. I’ve been using a Google Form which includes the text of the agreement and a checkbox with “ I agree to the Terms and Conditions”, so the client reads it, checks the box, and submits the agreement. Until now, I’ve been sending the agreement manually through Google Forms, and I would like to have it automated so that when I schedule a consultation for a new client on Google Sheets or Google Calendar it will automatically send the agreement form to the new client. The issue is that Google Forms doesn’t have a “Send Form” action on Zapier. My question is if any of the other Form Creator Apps have such an action? Or is there any other way I can automate this task?Or another idea of how to easily accept the Terms and Conditions?Thanks everyone!😀

4
nancy59
1 month ago
Elad_Tan
Elad_TanNew
asked in How Do I

How do I apply conditional formatting to distinguish orders by color in Google Sheets when importing from Shopify?

Hey,I’m pulling all of my orders from Shopify to a google sheet, and as the orders comes in it breaks down to line items so every order have several lines, how can i colorize the cells to distinguish between orders? Like have another background color for the rows - for example -->{ID} #10-1234     1x White Shirt {ID} #10-1234     1x Blue Pants {ID} #10-1235     1x White Shirt {ID} #10-1236     1x Gray Pants

3
ken.a
17 days ago
glaesnermedia
glaesnermediaBeginner
asked in How Do I

Offline events with domain supplier DanDomain

Hi Community,My customer is using the danish domain supplier DanDomain. I’m trying to setup offline events but I have only done it with Wordpress and Shopify. Does anyone have any recommendations or experience with this? Have a great weekend. BRNiklas   

6
glaesnermedia
29 days ago
dhruv564
dhruv564New
asked in Code & Webhooks

Unable to run a GET request

Hi, I’m making a Zap wherein input is taken from a user on a softr website. This is passed into an Airtable, which is then passes as a prompt into the OpenAI integration for generating an image using Dall E. The returned value from this Zap is a URL. I wish to now retrieve the image to which the URL has been returned by OpenAI’s Zap. I’m running a GET request using Webhook, but getting an error (attached ss). Can anyone help me with this?  Zap flowError 

3
dhruv564
1 month ago
Terms & Conditions