Skip to main content

Get Help

Find answers to your questions. Ask the Community for help or hire someone to help you.

28108 Topics
P
PTraylorNew
asked in How Do I
Birthday Automation: Salesforce - GSheets - TextMagic

Hello! I’m quite new to Zapier, but determined to learn how to do this myself. I’m starting a new job and see a lot of places where workplace automation could streamline my and others’ workflows. I appreciate any and all advice while I wrangle this problem! The first task I have is to let my boss know when people’s birthdays are, so he can reach out. I have all employee records on salesforce. Is there a way to write a zap to check a Salesforce report that I set to update daily, and if (SF Birthdate) == date.today, export that data (I’m thinking with Formatter by Zapier, but I’m not sure). If not, I’m happy to just copy/paste everything into a spreadsheet (presumably Google Sheets, as I have more experience with it, but I’m happy to learn Airtable if necessary). This is an inferior solution, as we are often adding or transferring employees- I would need to stay on top of regularly updating this spreadsheet.Once I have the data in the spreadsheet, either automatically or manually, then I

1
Troy Tessalone
1 year ago
N
nps_cltBeginner
asked in Troubleshooting
Search function not returning known data (Airtable)

**EDIT/UPDATE** I think part of the issue is my field in Airtable is a formula so I need to use Search Formula in Zapier. I am having some trouble understanding how to write this correctly. Currently I have…{Client Name}="<TriggerValue>5. Output: Rachael Risch <TriggerValue>& " - " & DATETIME_FORMAT({Session Date}="<TriggerValue>3. Output:10/12/2022<TriggerValue>, 'MM/DD/YYYY') And my formula in Airtable is…{Client Name} & " - " & DATETIME_FORMAT({Session Date}, 'MM/DD/YYYY')  Hello,I am trying to use Zapier to find a listing on Airtable and in the test it keeps returning that it can’t find anything but the data I want it to grab is exactly the same as what it’s searching for. Any guesses why it is not able to pull it in??  Pic #1 What I am trying to build that is returning nothingPic #2 The listing it should be able to pull  

7
chanelle
1 year ago
S
SupportsoftBeginner
asked in How Do I
How do I connect bark to Zoho from Zapier

Heloo,  I like to connect bark  purchase leads to entred in my Zoho CRM. Having issues with Set up action. Can anyone help what all needs to be entred in set up action and how we can connect Bark purchase leads to Zoho from Zapier.  

6
chanelle
1 year ago
Sandra Hoffmann
Sandra HoffmannZapier Expert
asked in Code & Webhooks
Storage by Zapier

Hi there,I want to push a value onto a list using storage by Zapier. Next Zap I want to get information via webhook using the stored value daily. So far no problem.But what happens if there are more values on the list? It's a URL for the webhook. I need to check every URL daily and only remove the value if a certain condition is met.How would you handle this?

3
jesse
1 year ago
G
gstarBeginner
asked in Code & Webhooks
how do i get this code to run?

Url and axios doesn’t register but i’m assuming those can be commented out  

2
jesse
1 year ago
V
viadrinaNew
asked in How Do I
Is is possible to trigger a Tickettailor new order only if the booking date is within the next 4 days?

Hi.I already use zapier for new ticket tailor orders.What I would like is to send an extra zap with a gmail titled say critical order ….. for any orders with a commencement date in trigger fields that occurs within the next 3 days.i.e. Only trigger an email if an order is placed within 3 days of a TT event date to capture last minute orders. https://help.zapier.com/hc/en-us/articles/8496030961165-Use-Filters-so-your-Zap-only-triggers-on-certain-days-times#comparing-to-today-s-date-0-2 i.e. if”created””<”Event start date””-””3” Thank you. 

2
jesse
1 year ago
A
alokbhaisahuNew
asked in How Do I
how to the get the "additional information" spoken to zapier in google assistant when you "set to prompt for additional info "

i want to send the message i speak in response “prompts for additional information ” through autoremote to my phone , but in zapier actions i don’t see any options to use that information 

1
chanelle
1 year ago
A
AureliaBeginner
asked in How Do I
How do I email clients who have made purchases on my website and ask them to review the products they purchased?

I am trying to set up a zap to send an email to clients who have made purchases on the website and ask them to review the products. I am using woocommerce and I have a bunch of products as well as getresponse to send emails.   I would like to make sure I only ask them to rate if they have not rated the actual product before. Is this possible?How should I proceed? I am using the WooCommerce default review form.  

3
chanelle
1 year ago
S
StrahilBeginner
asked in Troubleshooting
Upload a file in Dropbox folder. The app returned "Not Found".

have an issue uploading the file to the dropbox folder.Step 1 - trigger submissionStep 2 - Create DB FolderStep 3 - Upload file in the created folder - every time getting the error “The app returned "Not Found".Please advise

3
R
1 year ago
A
Arya KrishnanBeginner
asked in How Do I
Airtable attachment expiring links-does it affect the email content from zapier

I am using the attachment url as img tag source in mail html content, also in mail attachments within the Zapier trigger action. Does the change from Airtable to convert the attachment url as expiring links affect the Zapier email content configuration? I am using Microsoft Outlook to send emails. Is there a way to fix those issues?

3
Troy Tessalone
1 year ago
S
sevenisthenumberNew
asked in How Do I
How do I trigger new Google Tasks to appear as Evernote tasks in a note?

Hey,  I am looking for some help getting a new google tasks to appear as evernote tasks in a note. Does anyone know how to set this up as the required fields are very confusing to me.   

3
R
1 year ago
G
gktBeginner
asked in How Do I
Daily CSV export of form submissions

I have a Webflow site, with a form. Customers fill out the form to request brochures, and those requests come through (individually) via email. However, I would like the requests to come through each day as a CSV file, containing all the form submissions in the previous 24 hours. Is this possible with Zapier? If so, what would be the best way to achieve this. Many thanks ~ G

5
G
1 year ago
M
marcomemerBeginner
asked in How Do I
Post Reddit memes to my Twitter

I’d like to pull the hottest (trending) memes images & videos from a subreddit 2 or 3 times per day.I’d like to send them to my Twitter account (without cropping) and add hashtags.Can anyone guide me with the setup?I have Reddit and Twitter connected in Zapier already.Thank you in advance.

9
Liz_Roberts
1 year ago
J
jrinthecoveNew
asked in How Do I
How do I switch the Constant Contact account linked in Zapier to the one I need?

I am trying to connect my Constant Contact account to Zapier for Lion Desk. It keeps pulling the wrong Constant Contact account (I have multiple). How can I switch out the current account linked in Zapier for the one I need to be connected to?

2
Liz_Roberts
1 year ago
J
Jake HavronNew
asked in Troubleshooting
Zapier is not pulling description data from stripe

I have my zap that connects Stripe & Mailchimp. I need to transfer some user details along with Description Data Which is important. Based on the Description data the people will get categorised in Mailchimp with Tags. But sadly My Zap is not pulling the Description data. It is always set as null. Please let me know if any one have an idea how to fix it.Thank You!

1
Liz_Roberts
1 year ago
C
Christian123New
asked in How Do I
EXCEL, OUTLOOK, WORD DOCUSGN FLOW HELP

Hello,  I’m new to the platform I want to be able to take data from one excel sheet to another sheet that and then create an email to notify relevant departments and create a  docusign firstly enetering the data into a word doc to be sent out to the customer. If anyone is available for a call I’m happy to pay for your time to help me get setup 

1
Troy Tessalone
1 year ago
S
shaiyaBeginner
asked in How Do I
Zoom meeting reminders for registered

Hello everyone. I’m new on Zapier,I’m searching a way to send mail reminders to my Zoom registered participants, 20 min before my Zoom meetings start . For now still haven’t find how to … I tried to use Mailchimp and Google calendar but failed…Could someone knows how to do ? Thanks

7
S
1 year ago
N
NatauserBeginner
asked in How Do I
"New subscription" on Stripe

Hey all,I’d like to set-up a trigger so that when someone starts a new subscription on Stripe, Zapier invites them to join my Circle community.What is not clear to me is if the “new subscription” will only trigger when the subscription is active and payment is taken, or anytime a new subscription is created?As Stripe creates subscriptions even when the payment is incomplete or has failed.

2
N
1 year ago
N
Niklas BöBeginner
asked in How Do I
ActiveCampaign: Trigger when DEAL stage is changed only only

I am trying to set up a simple ActiveCampaign trigger which fires when a deal moves to a specific deal stage.Besides all my efforts to isolate the trigger to just fire on “Deal Stage”, it fires multiple times when a deal is moved. Trigger: “New Deal Added or Updated in ActiveCampaign” I use a few filters to specify deal stage, pipeline & type (deal_update only, no new deals). I also added a Zapier action right after which updates a picklist value on the deal (“Contract Status”), so that I only trigger once. Filters:  When moving a deal, the trigger fires twice still. I see in the Zap History that it first fires based on this update first:  And only after this it fires again based on the deal stage:   Unfortunately I cannot access “deal_updated_fields_0” inside the Zapier editor (which would essentially solve the issue by allowing me to set a filter). Does anyone have a solution to what seems like a pretty basic use case?

8
N
1 year ago
T
TheBengineerBeginner
asked in Troubleshooting
BOX Find a File Step Not Creating a Shared_Link

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.Previously, my BOX Find a File step would generate shared links, most importantly a Shared Link Download URL. This was a critical sub-step, as I’d then use that Shared Link Download URL to upload the file to Uploadcare (which fed later steps). I’m not sure what changed but the creation of this link began getting very inconsistent and has now stopped working entirely. It constantly says: shared_link: null And then my Uploadcare step fails, bc there is no link to upload (its looking for Shared Link Download URL which used to get created but no longer does). Am I missing something? Do I need to modify a config either within Zapier or Box? Thanks in advance,Ben   

6
H
1 year ago
A
AtwoodBeginner
asked in How Do I
How do I update Todoist from Trello card updates?

So I am working on getting Trello cards to convert over to Todoist, which I have been able to figure out. What I cannot figure out is how to get todoist to mar cards as completed once they have been marked in Trello or how to add due dates in Trello that carry over to Todoist.

8
christina.d
1 year ago
A
AnnaNgBeginner
asked in Troubleshooting
Data is not being sent to Basecamp's "Notify to" field

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.Hi,I still get stuck with Data flow 5, no data have been seen in “Notify to” field in Basecamp.Really appreciate any help on this issue.Many thanks! 

5
christina.d
1 year ago
N
nomoredoubtsNew
asked in Troubleshooting
My Hotmart trigger doesn't send Discord usernames for me to use to automatically assigning roles

I have created a Zap that works like this: when a user buys a product on Hotmart, a role is immediately added to them in discord.The Zap is configured correctly, however it is obviously not working.It doesn't work since (as far as I understand) Zappier doesn't know the user's Discord, so it's obviously impossible for him to assign the role to him. So my question is: is it possible to make this work?

1
shalgrim
1 year ago
K
KamwinNew
asked in Troubleshooting
Sendinblue error: We hit an error adding your new account authentication failed: The app returned "Key not found".

Hello, I have this problem when I want to conect Sendinblue and Zapier : We hit an error adding your new accountauthentication failed: The app returned "Key not found".Make sure you click "Allow" or "Accept" on the permission popup Double check your Account has the correct permissions Check out our help docs for more informationSomeone can help me with this ? Regards, Kamwin

1
shalgrim
1 year ago
C
cameronagentosNew
asked in How Do I
Schedule/Trigger Zap on the last day of the month

Hello! Has anyone found a way to trigger a Zap on the last day of the month? I’m using webhooks to extract data to google sheets on the last day of the month but it looks as though scheduler won’t be any good as certain months have less days?  Thanks in advance!

1
christina.d
1 year ago
Terms & Conditions