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30191 Topics
L
lolly-userNew
asked in How Do I
How do I update lead status in Zoho CRM After Calendly booking?

Hi Zapier, I am facing issue in updating lead status i am explain the whole scenario  Scenario 1 - Landing Page > Landing Page Form > click on submit button > details in my ZOHO CRM > Lead Status - Registered  Scenario 2 - Landing Page > Landing Page Form > click on submit button > Redirect to Calendly > After calendly Booking > want to update lead status - Demo Booked But facing issue in updation of lead status please help me out of this  Email - --email address removed--Thanks Harsh Jain 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.

122
SamB
Community Manager
2 months ago
I
IHREPMNew
asked in Troubleshooting
Daily Google Calendar digest not posting to Slack channel

Hello,The purpose of this Zap is to compile all the google calendar events happening the following day into a digest, and then release that digest on 5:00 PM of the current day and send it in a slack message.The problem is that the digest is including events not just of the following day, but very previous day going back at least 14 days. So the daily slack message says that google calendar events from two weeks ago are happening tomorrow. I think that what might be happening is that either it is appending entries from the last two weeks into the digest, or the old entries of the digest are not going away when it releases, and are getting carried forward to the next digest.Help would be appreciated! 

533
SamB
Community Manager
2 months ago
S
SkwrlNew
asked in How Do I
How do I trigger a Zap precisely 5 months after a date in a Google Spreadsheet?

I have a sample of participants who visit the lab for data collection. I have a Google Sheet that contains columns for participant emails, visit completed (yes or no), and the date of their visit. My goal is to trigger zaps to send emails to participants 5 months after their visits. My current model tries to use Schedule by Zapier to trigger a process to once daily examine a Google Sheet and only send a message to participants whose Visit Completion date is 5 months prior to today’s date. This attempt uses Schedule by Zapier (to set a once daily trigger) > Google Sheets (Lookup Spreadsheet Row) > Formatter (To format the date as + 5 months) > Filter by Zapier (To match the output date from formatter to today’s date {{zap_meta_human_now}}). One issue with this method is that it seems that the today’s date timestamp contains date + time and will not match the output date from formatter, which contains only date. I’m not using Delay because this could produce errors if the date i

162
SamB
Community Manager
2 months ago
S
sflemmingNew
asked in Troubleshooting
How do I fetch and update stock in Shopify when creating a new item in Zoho via Zapier?

This post was split from topic:  I am creating a new item in Zoho, and it's successfully being created as a product in Shopify. However, the stock is not being updated. What trigger should I use to fetch the stock in Shopify? The "Update Inventory Item" trigger is not working. Can anyone help?

52
SamB
Community Manager
2 months ago
J
jbtxBeginner
asked in Troubleshooting
Digest by Zapier error: The app returned "Every secret can only have 1000 records, this call attempts to create a total of 1001."

I am seeing systemic errors across Zaps via the Zapier Digest app. The error is identical across the board:Digest by ZapierThe app returned "Every secret can only have 1000 records, this call attempts to create a total of 1001.".This is occurring on Zaps that have worked flawlessly for weeks. I’ve also de-bugged by making a new Digest, with new name, and simply inputting “test” as Data — the test (and published Zap) errors out with the same 1000+ records. Anybody else seeing this? Any potential workarounds to store information between and within Zaps short-term? I chatted with Zap about the issue yesterday afternoon.

679
SamB
Community Manager
2 months ago
A
AndrewJMBeginner
asked in Troubleshooting
How do I separate bundled questions in Hotjar's NPS survey using Zapier?

Hello community!Using Hotjars generic NPS survey with Zapier, but unfortunately their API sucks.Feeding answers to the question 1 on their own default survey, “How likely are you to...”, the data fed is; ..Somehow it’s bundled two seperate questions/answer sets into one.Anyone had experience with kicking this out to a spreadsheet automatically?Currently using the following;  

12
SamB
Community Manager
2 months ago
B
blinkyNew
asked in Troubleshooting
Facebook Conversion (Funnel Event) "event_source: crm" parameter is missing from payload?

I have just followed the Zapier documentation on how to send lead lifecycle updates from my Dynamics leads via Zapier “Facebook Conversion” (Funnel Event) back into Facebook conversions API…However Facebook is not registering any of the incoming events being sent as coming from CRM, instead categorizing the events as “Website” in origin. Therefore the CRM integration steps in Facebook are not being ticked off, and it is stuck waiting at “Send a CRM Event” on the facebook dataset settings page.I believe the reason for this could be that there is no “event_source: crm” parameter/data being sent to Facebook?I noticed this thread which could be related?Can somebody please help me get this resolved? Thanks  

342
SamB
Community Manager
2 months ago
R
rhoffmanBeginner
asked in How Do I
How do I split date and time into two entries in Zapier?

Is there a way in Zapier to make this 2 different entries? You can see that it has a date and a time however witht he two of them together, lead perfection is not recognizing them. 

172
SamB
Community Manager
2 months ago
M
Marketing AutomationsNew
asked in How Do I
How can I change LinkedIn URL parameters to variables for Airtable?

Overview I’m using LinkedIn ads to send leads to a landing page. There is a form on that landing page that then will send the data from completed forms to an Airtable database.I’ve added dynamic URL tracking parameters in LinkedIn and I’m capturing this data as a hidden field in the form on the landing page. Here is my LinkedIn URL tracking parameterscampaign_name={{CAMPAIGN_NAME}}&campaign_group_name={{CAMPAIGN_GROUP_NAME}}&account_id={{ACCOUNT_ID}}&campaign_id={{CAMPAIGN_ID}}&creative_id={{CREATIVE_ID}}&account_name={{ACCOUNT_NAME}}So my variables are the following: campaign_name, campaign_group_name, account_id, campaign_id, creative_id, and account_name The URL data looks like this https://www.website.com/men-start/?campaign_name=conversions&campaign_group_name=test&account_id=12345&campaign_id=6789&creative_id=123&account_name=emm I want to extract the data for each variable and insert into an Airtable. I’m struggling to get each variable wi

163
SamB
Community Manager
2 months ago
K
kevinwphelpsBeginner
asked in Troubleshooting
Where do I get the ChatGPT Conversation ID? Thread ID and related ID options don't work.

I’m needing to create a process that involves multiple prompts to ChatGPT, so I’m using the “Conversation with Assistant” event. First I create the Assistant.Then I create the first prompt for the Assistant.Then I create the second prompt where I should hopefully have some kind of Conversation ID to use, but none of the ID’s that come along work. The “Thread ID”, “Run ID”, or any variations of that do not work. Any tips?  

18126
F
2 months ago
L
leahwagnerNew
posted in How Do I
How do I automatically add ClickUp form submissions to Kajabi contacts?

I want to create a zap When someone submits a form on ClickUp, their contact information should automatically be added to Kajabi contacts.I tried to do that but it doesn’t work the way I want        

6618
ken.a
2 months ago
C
curiouspapayaNew
asked in Troubleshooting
"Email Subscriber Not Found" error

I keep on having mailmunch zap error notices delivered to my email. It says that the “subscriber was not found”. However, I can see that in my flodesk dashboard, they are being added to the correct segment when signing up with the mailmunch pop up.  I’m very confused on if these subscribers are successfully receiving my emails or not. Please help!

3212
ken.a
2 months ago
K
Kim_MBeginner
asked in Troubleshooting
Team Not Authorized for ClickUp Access

I have a Zap that finds a task by a custom field and then the next step is to update that task.  My steps all work until the last one “update task.”  The actual zap gave this error:ResponseError: {"status":401,"headers":{"content-type":"application/json; charset=utf-8","retry-after":null},"content":"{\"err\":\"Team not authorized\",\"ECODE\":\"OAUTH_027\"}","request":{"url":"https://api.clickup.com/api/v2/task/868a8When I went into the zap and confirmed my connection to ClickUp was good and reviewed the configuration of that step, I tested it with the original trigger and get this error:  “Team not authorized” My credentials allow me to update this task but not sure why the zap isn’t working.  

8010
ken.a
2 months ago
V
Vitaliiy ShevchukNew
asked in Troubleshooting
Difficulty Finding a Form in Webflow

Привіт. У мене проблема з пошуком форми в Webflow. Я створив форму та хочу інтегрувати запити в CRM. Але у мене проблема з пошуком самої форми, я вже змінив назву і повторно відправив запити, але вона все одно не відображається  

1115
ken.a
2 months ago
L
LAndersen2210Tinkerer
asked in Troubleshooting
How can I extract text from Service Fusion description field and add to Smartsheet row?

Im using the Service Fusion app and adding data to Smartsheet row. I want to extract just the qty of windows and doors from the description so that it can be added to my zap and in turn to my Smartsheet row    

94
ken.a
2 months ago
B
BuckBeginner
asked in Troubleshooting
Bland AI Voice Call through Zapier - Voice Type not Changing

I am building out Zap using Bland AI to make a call to a customer but I want the voice to sound like a female rather than a male, it looks like there is a way to do this in the Zap but the voice change does not seem to be working because when I test it, the voice stays the standard male voice. Here is the link to the Zap and see below for screenshot showing the Voice field:https://zapier.com/editor/262887645/published/262887646/fields  

185
ken.a
2 months ago
D
Dean MNew
asked in How Do I
How to Set a Sub-Zap Variable with Missing Sample Data to Null or Blank

I an doing a Quickbooks (QB) integration.  Call a sub Zap with an Address 2 field.  Many/most times this is blank from the form source.  When I run the QB Find Customer and the customer is new, it populates the Address 2 field with “Missing Sample Data” in QB.  How do I remove the “Missing Sample Data” text so that QB is updated with “blank” data?

314
JammerS
2 months ago
R
rednet78New
asked in Troubleshooting
Facebook Pages error: Failed to create a page_stream in Facebook Pages. Could not get the access_token for this page.

Hello, I have my Zap set up to take the latest entry from my RSS feed and post it to Facebook. The error happens when I try to test the Zap, I get the error:Failed to create a page_stream in Facebook PagesCould not get the access_token for this page. Please reconnect your Facebook account to Zapier and ensure you have admin permissions for this page.Click on the Troubleshoot tab below or learn more in our help center. I have tested the Facebook connection multiple times and there isn’t an issue.I have a similar Zap set up already for another Facebook page and it’s working no problem. Any advice you can give me would be appreciated!

297
JammerS
2 months ago
S
srinivNew
asked in How Do I
How do I create Google Sheets from templates in drive based on Jira issue type & multi-select options?

Hi Community, I have this simple request.  When a user choose to create a ticket, selects an Issue type in Jira, Select few ‘multi select options’ from drop down menu,I would like to create create google sheets in a drive fodler.   Like “option1 selected” → create sheet1 from a template1 in google drive folder. Like “option2 selected” → create sheet2 from a template2 in google drive folder.  Any ideas for me please. 

136
JammerS
2 months ago
A
adammNew
asked in How Do I
How to Create Dynamic Appointment Reminders Based on HubSpot Tickets

I have a field in a Hubspot ticket that stores an appointment date for a contact. I have figured out how it would send a reminder 2 days before that date using a delay. How it works currently: Trigger: Ticket Property Change Add delay based on date retrieved from ticket Send messageMy problem: If the contact decided to change their appointment date. The appointment date field in the ticket would change and trigger a new reminder to be sent. But the old reminder would also be sent. Is there a way to stop from the old reminder from being sent?I have tried using Get Ticket  action after a delay expecting it would get the new appointment date. Adding a filter if the new appointment date is not equal to the old one, don’t continue. But it doesn’t retrieve new ticket updates when using Get Ticket so it doesn’t work. Any ideas how to solve this? 

112
JammerS
2 months ago
E
ellierobertsBeginner
asked in How Do I
Retrieving a Unique Calendly URL After Booking

I have used Troy’s guide to using Calendly’s API to create single-use scheduling links but I know need to know who has booked using which link. I have a Zap that is taking each booking in Calendly, searching for the details of the person in Monday (which triggers the sending of the single-use link) and entering the booked time and date. The problem I am encountering, is that people use different names and email addresses to book in Calendly, to what we have in Monday in our records so Zapier can’t find the record to update a booking against. What unique identifier can I use for Zapier to find the correct record in Monday? I thought I could put the single-use URL in Monday as a column for Zapier to search for once they’ve booked, but the output data of a Calendly booking doesn’t include the link used to book. Could I use a custom request for this? Or is there another unique identifier I could use? Many thakns in advance!

255
JammerS
2 months ago
TMC-MSBA
TMC-MSBABeginner
asked in Troubleshooting
Rich text not correct in Google Docs

I am trying to connect airtable to google docs, and everything is working except the fields with rich text. If the text contains links, it does not show correctly. It originally showed just a plain text, I used Formatter to format to HTML because the Zapier information says it supports HTML, that only put the literal html coding into the text area, I have tried markdown but that formats it incorrectly as well. How can i go about adding rich text from airtable to a google doc?

4058
JammerS
2 months ago
L
lakeside.zapsNew
asked in How Do I
Zapier Interface Captcha

I’ve set up an interface with a form in Zapier and I want to include the captcha for the form submissions.Does Zapier offer an invisible captcha, rather than the ‘I’m a robot’ or image selection type?An invisible captcha would be nice.thanks

173
JammerS
2 months ago
L
leannemustangBeginner
asked in Troubleshooting
Duplicate Name Error

I’ve seen this topic has been discussed at great lengths before and I see an admin has posted that the bug was fixed, however I am still getting this error. I have set up a zap to create a customer in Quickbooks when a lead in Zoho is created. I used the ‘find customer’ action and selected the ‘create new customer if none is found’.  All seems to be working fine, but I get an error whenever a customer that matches the lead already exists. It does not create a duplicate record, but why do I get the error message? Seems like the zap is doing what it supposed to do by not creating the duplicate record.   

3513
JammerS
2 months ago
R
Raph94New
asked in How Do I
Subject: Pipedrive Automation - LinkedIn Integration

Hello,I'm currently looking for an automation solution between Pipedrive, Sales Navigator, and Lusha, and I'd like to know if Zapier could help me create a specific workflow.Here's my requirement:Every time I add a new prospect to my CRM (Pipedrive), I would like their LinkedIn URL to be automatically added to the corresponding field in their profile in Pipedrive as well.I already use :Pipedrive to manage my leads,Sales Navigator to identify prospects,Lusha to retrieve information, including LinkedIn profiles.The desired process:When a new lead is created in Pipedrive (trigger),Zapier needs to search for and retrieve the corresponding LinkedIn URL (via Lusha or Sales Navigator, whichever is possible),Then update the lead in Pipedrive with this URL.Could you tell me if Zapier can automate this type of flow? If so, could you explain how to set this up, or if there is a ready-made Zap that I could use?Thank you very much for your help!All the best,Raphael

142
JammerS
2 months ago
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