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25020 Topics

T
TJ DBeginner
asked in How Do I

Upload Typeform -> create a new folder -> upload file

HI All, I have questions about a flow I have.Typeform - File upload. Then a new folder is created. (google drive) Then the file from Typeform needs to go directly in de new folder. (google drive)At the moment I get a new folder and a file in a base folder.So my question is How do I get the file automatically in the folder?  

10
T
2 years ago
M
MurowaveNew
asked in Code & Webhooks

Possible to make a GET request and convert it to XML to import via WP All Import every 3 hours?

Our clients use a dealer management system to load and manage used cars. The platform is moving away from XML and using API’s. We import vehicle data from the current XML via WP All Import and it maps it to the fields used on the WordPRess site using the Motors Theme. I can setup a GET on a schedule but I need it to convert the API into an XML to import into WP All Import - or GET the API data and make it live on a URL I can access through WP All Import. Is this at all possible?

3
Troy Tessalone
2 years ago
D
DCINVNew
asked in How Do I

Possible to toggle Direct Debits radio button in QuickBooks?

Has anyone succeeded in using Zapier to toggle the ‘Use Direct Debit’ radio button on an Invoice in QuickBooks Online (UK version)? I’ve checked two of the Actions in Zapier (‘Update invoice’, and ‘Create payment’) but can’t seem to get it to work.The issue I’m trying to resolve is using Scoro to replace recurring transactions in QuickBooks. Scoro can send scheduled invoices to QuickBooks, but if a direct debit is set up for the customer in QuickBooks there is no way (native to the QuickBooks integration in Scoro) to select this as the payment method. I’m thinking that if I have a custom field in Scoro (‘Pay by direct debit’) and this is selected, then this acts as a trigger to for a zap that toggles on the direct debit radio button in QuickBooks, but so far I’m having no luck getting the action to work.  

1
Troy Tessalone
2 years ago
M
MurowaveNew
asked in Code & Webhooks

Send Leads from WordPress (Formidable/Contact Form 7/Elementor) to CRM via API

I would like to know if it’s possible to connect submitted forms/leads back into their dealer management system (Pinnacle or VMG) via their API credentials/details.What would the steps be? Email by Zapier & Webhooks but which one? Or Formidable to Webhook PUSH/PUT?I’ve setup a few Zaps but mostly leads to Google Docs. Looking to find a solution to integrate leads back into our customer’s DMS Any assistance would be amazing! :)

5
Troy Tessalone
2 years ago
M
mdicampusNew
asked in How Do I

Possible to transfer held Zap runs from one account to another?

Hello,I have a personal Zapier account with 16 held Zap runs because I hit my monthly limit. I create a company account to upgrade and unblock Zap runs. I have joined the company account and transferred my Zaps to that account. However the 16 held Zap runs still sit in my personal account and are still blocked. How can I unlock them, by for example transferring them to my company account ?Thanks in advance

1
Troy Tessalone
2 years ago
C
ClaudioNew
asked in How Do I

How to best add new leads from Linkedin to Salesforce?

Hi! I am trying to build a workflow in which every time a new lead fills a LinkedIn lead generation form, a new lead is created in salesforce. Should I select “add lead to campaign” or “create record”

1
Troy Tessalone
2 years ago
S
Solange BarredaBeginner
asked in How Do I

Possible to send Facebook Messenger multiple choice questions in different languages?

Hello community, I am looking to apply 3 paths from Facebook Messenger and then apply multiple choice questions. For example, someone messages the page in French, then the “French” path in zapier would run. Then, I want to send that person multiple choice questions in French. If in spanish, then the same process. So, is there a way to apply “multiple choice questions” in Zapier?

2
Troy Tessalone
2 years ago
J
josh_tsBeginner
asked in How Do I

Trouble getting Zoho to update a lead from a Google Sheet

Trying to get Zoho to update an already existing lead using information from a Google Sheet, however I am having trouble getting Zapier to identify this lead and then update it, anyone have experience on this and can help me out please? 

2
J
2 years ago
B
BioverisoNew
asked in How Do I

How to send both first and last name to Pipedrive?

Pipedrive zap contains field ‘Name’, no First name or Last name. I want to send to Pipedrive both names but how? I am able to sent to Name and then both names appear in PD in one First name field. Is there a solutio or I can’t see smth? Thanks.

2
GetUWired
2 years ago
K
KlawerNew
asked in How Do I

Set Zap to send email to anyone who responds to that Google Form with ‘Yes'

Hi Community, as per title, I am creating a Google Form for an Event and I need that Zap is sending a message to anyone who is replying to the google form with a “yes”. I was trying to understand by myself how doing it but...I am not able. I would appreciate any suggestions or helps. Thanks

1
jayeshkumarbhatia
2 years ago
S
SabineBeginner
asked in How Do I

Connecting GoToWebinar and Salesforce - where do I put my decision path?

Hi everybody, I’m a Salesforce Admin and new to Zapier. As my first integration project is really urgent, I would be really grateful to benefit from your experience. Here is what I have to do: Our Marketing dept. hosts Webcasts on GoToWebinar. Attendees are invited by Email to register in GoToWebinar. Whenever somebody registers in GoToWebinar, this needs to be reflected in Salesforce, with these decisions and actions: Is this person already a Campaign Member?yes → update Campaign Member Statusno → next questionIs this person a Contact in SF?yes → create Campaign Member, set Statusno → create Lead, create Campaign Member, set status How would you do this - use Zapier to create a simple Lead in SF and then do all the searching and creating in Salesforce with a Flow? Or create a more complicated Zap and do all the work in Zapier? Is that possible at all? I’m really looking forward to your feedback on how you would tackle this. I just can’t afford to lose time by backing the wrong horse… 

3
SamB
Community Manager
2 years ago
A
Andrew HartNew
asked in Troubleshooting

Gravity Form Authentication failed

I am trying to connect my Zapier to WordPress Gravity forms, and I am unable to do and running into the following issues We hit an error adding your new accountauthentication failed: Your current version of the Gravity Forms Zapier Add-on is not compatible. Please update your add-on to use the Zapier integration.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 informationWhat can I do to resolve this? 

3
A
2 years ago
T
TNZNew
asked in How Do I

Is there an integration Yed?

Application #1 is MIROApplication #2 is YED Graph EditorYED is not listed in ZAPIER’s list of integrationsThis integration is requested 

2
robschmidt
2 years ago
C
Clayton_in_AdelaideNew
asked in How Do I

Remove spaces from phone number using Zapier?

Hello,We use Linkedin Lead Gen Ads and have an automation set up that deposits each entry into a Google Sheet row.  The Google Sheet is used to collect leads from multiple sources (Facebook, Linkedin, Google Ads) and then there is a further automation that deposits the leads into Microsoft Dynamics CRM.The problem is that the telephone number field doesn’t export correctly into Google Sheets.The field reports an #ERROR! - Formula parse error. The phone number appears correctly in the Google Sheets input bar above, but not in the cell.The phone number comes across in the format +61 400 000 000, so clearly the spaces (and possibly the + symbol) are causing the issue.I’ve tried using ‘trim whitespace’ in Google Sheets but that doesn’t seem to work.Is there a way to trim the spaces using Zapier before the record hits Google Sheets?Any advice would be greatly appreciated.Thank youC

2
C
2 years ago
R
RMG1Beginner
asked in How Do I

Are Evernote Tasks supported?

There are several great Zaps for Evernote reminders. However, they now have a true task object that can be created as a task management system. So far as I can tell, the actual tasks are not available to sync but the reminders are still there. Reminders can be set for notes and such but they are different than the new task feature. I have yet to see any Zaps available for integration, and I am especially looking for any.do.  Am I the only one that noticed this or am I mistaken? Thanks. 

10
christina.d
2 years ago
D
drricharBeginner
asked in How Do I

Moving a new folder (with a file in it) from one Google drive folder to another based upon a name of the folder

This seems like an easy concept, but I get stuck in the filtering part and don’t know how to move forward. I’m able to set up the trigger, the trigger seems happy to find the folder with a specific name within the title of the folder, but then I cannot seem to find the right Zap part to take that folder and move it to another. Any time I use a upload or copy Zap, it asks for ways to identify the file or folder, offering up names of files and folders that currently exist in the search folder (“Title:Spongebobsquare”). I cannot seem to make it understand that it needs to identify files that don’t exist yet. Any suggestions would be appreciated.

17
christina.d
2 years ago
R
Recess TruckBeginner
asked in Troubleshooting

Create Invoice in QuickBooks Online results in “A business validation error has occurred”

Hi Kind and Helpful Community,I am trying to have our webform from Squarespace automatically create a invoice in QBO.I keep getting following error message: “Test Action Error” and when I hit Troubleshoot it asks me to make sure “Shipping” is turned on in my Quickbooks Online. My shipping IS turned on… is there anyone who could help me understand what is going on or do you have a zap that I can kindly copy please? Thanks,-Jessica @ Recess Truck 

4
R
2 years ago
J
jalil_bmNew
asked in Code & Webhooks

Sending attachments to QuickBooks Online

Hello everyone!I’m a developer, but I’m new to zapier, so I’m just trying to find out if what I’m trying to do is possible. I have a zap that works like this:whenever a zaho form is created it will also be copied to quickbooks, and what I’m trying to do is sending an attachment to quickbooks with that zaho form.I have checked quickbooks API and I have been able to upload an attachment to a certain invoice in quickbooks, and now I want to add that to be automated on my zap.so my question is simply is that possible? and as using quickbooks API will need to upload the attachment from my local machine, will that be an issue?

2
N
2 years ago
B
BrykaBeginner
asked in How Do I

Shopify Orders Filter

I have a “New Paid Order in Shopify” trigger and want to create new rows in google spreadsheets based on the vendor. I want each vendor to have its own sheet so I’m duplicating the zap per vendor. The issue I’m having is when the vendor filter is set to “only continue if…. Vendor contains “Vendor A” the filter found it but the order has 3 different vendors so it inserts all 3 vendors instead of just the 1 vendor.Question:is there a way to fix this filter? Perhaps there is a better way of finding vendors and creating rows in google sheets per vendor in its own sheet? I’m on a startup package of zapier.

3
Troy Tessalone
2 years ago
C
ChromoSapienBeginner
asked in How Do I

How to schedule the uploading of videos to YouTube Channel?

Hi Zapier community,I was trying to automate uploading to my YT channel.  the story goes like this I had a channel and I upload multiple times a day. But now I'm about to join college and I don't have the time to do the uploading except at weekends.  The editing isn't the problem, it's the uploading I would like to get done. but I don't want to upload all (say) 50 videos on Sunday and none for the rest of the week. and that inconsistency is bad for YT growth.  so my plan was to bunch-edit and produce all those videos on weekend and let Zapier upload those ready-made videos over the whole week, with an equally spaced interval ( for eg. twice a day or five times a day).  the workflow I needed is as follows Zapier uploads a video from a specified folder post the video to YT with pre-set data (title, desc., tag...) Then move that video to another folder to avoid re-uploading (I don't want to delete them in case they're needed later) repeat the process every certain hours  I’ve been thinkin

4
Troy Tessalone
2 years ago
A
andreamichelNew
asked in How Do I

How to find customer match list in Google Ads account?

HiI just created a Zap that gathers data from mailchimp (trigger: new subscribor) to google ads (trigger: create customer list). I’ve tested the workflow and it is working. However, I can not find the customer list in my google ads account. Does anybody know where the list is actually is saved?Thanks.

1
Troy Tessalone
2 years ago
Z
ZjeedNew
asked in How Do I

Send email on specific date in Google Sheets

Hi,I have this huge google sheet with hundreds of entries and I’d like to send me an email / slack notification when TODAY is the date in the cell.Seems simple, tried a few things but couldnt manage to get it working except looking manually at every row.. On the example below, I’m expecting to receive 3 emails on the 2022-02-08  Thanks for your help  --Edit : Seems to work by using like below :   

2
Troy Tessalone
2 years ago
A
Anwar El YounoussiBeginner
asked in How Do I

Why I can't start my Zap?

 Hi there, I hope someone can help me. I created my fist Zap with FB ADs, Trelle & Slack. Everthing seams to be right. All settings are ready an checked with a green dot. Every test ist running without problems but If I try so start the zap by pushing the off button (pls see pic.) I got the message: Zap can not be turned on. I have the ground paid version from Zapier and that ist my frist and single business account. Have somebody any good ideas or solution? I send a secound massage to zapier support unfortunatly without any reaction to my problem.Many many thanks in advance for your Ideas or solutions.​​​​​​   

4
SamB
Community Manager
2 years ago
David Tipsin
David TipsinBeginner
asked in How Do I

Zapier in Infinity not loading

Zapier has been spinning endlessly for 3 days and does not work. It doesn't work now. If this is a problem on your part, please tell me when will it be fixed? and if this is a problem on the part of the user, then what needs to be done to make it work? I logged in from both browser and app, but still doesn't work. Even in other devices.

14
David Tipsin
2 years ago
T
thercylBeginner
asked in How Do I

How to see if a Webflow Collection already contains an item?

Hi, I have a Webflow Collection with a username field and some other fields. How do I do the following:First, check if a username already exists in the Collection. If it already exists, update some fields for the username. If not, then create a new entry in the Collection.In other words, how can I check what are all the items in a Collection? do i need to use Zapier Webhook for this? thank you. 

2
T
2 years ago
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