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28150 Topics
T
thunderteam
asked in How Do I
Basecamp3 completed task to trigger action in Asana

I would like to create a zap where, when a Basecamp3 task is marked as completed it triggers an action in Asana (open to whatever is possible, ex. message in message board, etc.). I do see the opposite is possible where I can create an action on the Basecamp side when a task is marked as completed in Asana…looking to do the same thing in the opposite direction but not seeing an option that makes sense.If this is not possible, is there a way for an email to be sent upon completion of Basecamp task?

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T
3 years ago
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nmharrowerNew
asked in How Do I
File naming protocol on upload to drive

Re. Autosave new attachments from Gmail to Google Drive. I’m applying this zap to emails which all have the same format (they’re auto-generated by another piece of software). Within the body of the email is the name I would like to give the file/attachment. For example: Body text of the email message reads: “Your document <N001> has been approved.”Then I would like the file name for the attachment to be “N001” Is it possible to set a naming protocol where the zap can identify the “N001” from the body of the email and make this the filename for the attachment when it uploads it? Thanks! 

2
william
3 years ago
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Anonymous
asked in How Do I
Problem setting up. I need help

I am having problems setting up with ZAP

2
AndrewJDavison_Luhhu
3 years ago
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ERabe
asked in How Do I
How to make a multi-step Zap from Salesforce to Bit.ly back to Salesforce and reference the same record?

Hello, I’m brand new to Zapier. I’m sure there’s a walkthrough somewhere that tells me how to do this thing, but I don’t know what to call the thing so I’m having a hard time searching for it.Here’s what I’m trying to do:Our event management app in Salesforce generates a unique link for each attendee so that when they receive their confirmation email there is a link for them to cancel their reservation if they want. However, this unique attendee link is too long to include in our SMS reminders.I’ve managed to set up a Zap that creates a new bit.ly URL every time a new Attendee is created in Salesforce. So far so good. How do I then make a Zap that adds the correct Bitly URL to the correct Attendee in Salesforce (on the “Bitly url” field)?In other words, how do you do a multi-step process in Zapier that is triggered by a unique record in Salesforce, that then does something in another app, then goes back and updates the same specific record that caused the trigger in Salesforce?I know t

2
E
3 years ago
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OLegalNew
asked in How Do I
Zoom - Definition of 'new registrant' ??

Hi all, Currently preparing for an upcoming webinar and we’re concerned that we’ll get participates joining the webinar who otherwise haven’t signed up for it through our website. Essentially, the bottom line is that we want to get the email deets of anyone who attends the webinar and have this trigger an email sequence through Active Campaign. My question then is in the zap, is ‘new registrant’ by defintion someone who has:Pre-registered for the event via our website and received Zoom details as a result of the registration process.  Someone who is just joining the webinar (and may have gotten zoom details from a mate) and hasn’t actually registered through our website.  both of the aboveI guess my question then is if Zap is grabbing the details from registrations of the event or actual attendees? Thanks in advance! - L

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AndrewJDavison_Luhhu
3 years ago
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NicovNew
asked in How Do I
Adding a line break in a Google Doc

Hi,I have written a zap to transform a JSON doc coming from an API call into a text to be written in a Google Doc.I am able to find the word “attribute” in the JSON and change it with the Zapier Formatter into “Attribute Changed” but I do not know how to inser here a line break, I want the rest of the text to go on the next line of the google Doc.How to do this???Thanks

2
william
3 years ago
Ross
Ross
asked in How Do I
Upwork+HubSpot integration (New Message trigger)

Hello! I’m looking for help / advice on one simple topic.The task is to automate a single workflow between Upwork and HubSpot: when somebody reply to my bid, I want him to be transferred to HubSpot as a new Contact. It seems like there's a place for it, I found a zap that is triggered by Trigger by this event: 1. New Message in UpworkBut I need also to pick up chat ROOM, which makes no sense to me: https://i.imgur.com/AWbAdHO.pngDo I need to create this integration manually for every single chat room I have or will have in the future?I appreciate if you can reply.Ross

2
Ross
3 years ago
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jonathanchad
asked in How Do I
Trying to find or create a google doc then append text to new or existing doc

I take notes from meetings in email then send it to mailparser to extract (a) who I met with, (b) date, (c ) notes, and (d) our commitments/due dates. I have been able to use search and create to create new docs when the don't exist and they append the data from that meeting, but the subsequent meetings they don't. Does anyone know where I can find more extensive documentation on the google docs/drive? I can use multiple zaps with three hard coded paths per but what fun is that? 

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AndrewJDavison_Luhhu
3 years ago
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vitordalpraBeginner
asked in How Do I
keep a airtable base updated from postgresql

Hello!I’m using Zapier to connect a Postgresql table to Airtable. My idea is to keep the airtable base live updated with the postgresql including multiple fields of past records. I’m using a three step zap:Trigger -  New or Updated Row in PostgreSQL Action - Find or Create Record in Airtable Action -  Update Record in AirtableI think that steps 1 and 2 are working fine, as I got new records to Airtable, but I can’t understand why action 3 is not working. Not sure also if this configuration works or if I need to code something.Ah, action 3 is returning “not found”. Thanks!

2
V
3 years ago
A
Anonymous
asked in How Do I
Youtube- add new videos to playlist

I would like to create a workflow where when I go live it auto adds that video to a playlist.

2
william
3 years ago
D
dive
asked in How Do I
Jira field description

Hi guys! I configured a Zap to get data from Jira and push it to another Jira, now the issue: When I configure description field I dont see any possibility to add all description that comes from source: Does Zapier  have some magic to do it?, also can Zapier get the issue URL from the source? Thanks!

2
william
3 years ago
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TLC MedicalNew
asked in How Do I
Ability to Reference Conditional/Dynamic Values when Sending Emails from a Google Sheet

Hi there! First time user of Zapier and we’re trying to figure out if Zapier will work for us I have a Google sheet that has rows of person-specific data (i.e. first name, last name, etc). My staff are filling out specific time-sheet information on this spreadsheet. There is a column titled “Payroll Processing” and the values can only be “GOOD” or “BAD”. The “GOOD or BAD” result and column is calculated based on conditional IFs statements that are derived from values in other columns. We want Zapier to send out email notifications to any rows where the Payroll Processing column is “BAD”. We want these emails to be sent dynamically as staff are filling out the rows of data.  In the sample below; emails will go to the first 4 rows, but not the 5th rowStaff Email Facility Timesheet contact Email Payroll Processing mohamed1@tlcnursing.com test1@gmail.com BAD mohamed2@tlcnursing.com test2@gmail.com BAD mohamed3@tlcnursing.com test3@gmail.com BAD mohamed4@tlcnursing.com

2
william
3 years ago
R
rm_alinor
asked in How Do I
Send Gmail with xml content in the body

I would like to create a zap for when a new Google Sheet row is created an email is sent via Gmail with the contents of the new row in an XML format in the body of the email, not as an attachment. Specifically ADF format for auto dealerships.  Hoping this is possible.

2
R
3 years ago
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prashantskin
asked in Code & Webhooks
Reverse Trigger

Res.All I want something like Reverse trigger.. i.e. it will send an email only if a specific email is not received within specific time e.g. 15 minutesThe details are as follows I will setup my outlook to send an email every 15 minutes to Zappier. My outlook is flooded with VBA code. So if there is any mistake in the code it will hang and will fail to send the email to Zappier in time. So Zappier will be triggered if an email IS NOT RECEIVED FROM MY EMAIL ACCOUNT WITHIN STIPULATED TIME I hope you understand my problem.Is it possible? How?Thanks and regards 

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P
3 years ago
F
fedemirano
asked in How Do I
Woocommerce custom meta fields not appearing

Hi, I need to add data from a new woocommerce checkout field. But it does not appear in the Inser Data option. Does anyone know how to call this data?   

2
AndrewJDavison_Luhhu
3 years ago
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Jono Karney
asked in Code & Webhooks
How to attach invoices from Xero to Webhooks by Zapier

Hi there,  Im looking to attach an invoice pdf file to an invoice raised in QuickaPay using Webhooks by Zapier. https://in.xero.com/uD1gIMhGkUmhn5T0ZptL3nGZoeUygs3PYMFUXMFY/Invoice/DownloadPdf/f32faa77-a8eb-4307-860f-76e321806faf I understand that the last number is the Invoice ID which i can surface in Zapier, however i cant seem to work out how to surface the first ID in that url. uD1gIMhGkUmhn5T0ZptL3nGZoeUygs3PYMFUXMFY - Is it possible to pull this ID from Xero into Zapier?  Thanks, Jono

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AndrewJDavison_Luhhu
3 years ago
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Moro Astray
asked in Troubleshooting
"Search mention" tweet action not working with my search pattern

Hello all, I need some help in troubleshooting my zap. Here’s some info on it: App: TwitterTrigger Event: Search MentionTwitter Account: (my own account)Search term: from:@moroastray exclude:replies exclude:retweets And when I test my trigger in the next step, it says “We couldn’t find a mentionCreate a new mention in your  Twitter MoroAstray account and test your trigger again.” This should normally work because when I copy paste the exact same search term, it gives various results. I’m not sure what I’m doing wrong, any help is appreciated. Edit: side question, I know there’s a limit of 1000 tasks per month on a free account, but is there a limit on how many zaps active you can have at the same time?

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AndrewJDavison_Luhhu
3 years ago
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paulrussBeginner
asked in How Do I
Zapier email parser html special characters markup

I have a zap that’s capturing a web form and sending it into the zapier parser mailbox using php sendmail. It works well, but certain characters are being marked up. For instance an apostrophe (‘) is converted into â€™ - ‘I’m’ becomesis there a way I can correctly unencode this?

2
P
3 years ago
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Bismark95Beginner
asked in How Do I
zapp cv on Boondmanager

HelloI have a little concern about a zappI will get a CV in my reader to put it in my CRM boondmanager you did not know a solutionI have already stored the CVs in my drive

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SamB
Community Manager
3 years ago
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carlos3toro
asked in How Do I
Google Sheets to Monday.com - adding values to every item in a board

 Good afternoonI want to create the integration of google sheet to monday.com so that it updates the information of the number field of my items but when updating the information in the google sheet it places the value of activity 4 in the first item of my board in monday. com and it should not be like that, you must update it for each item.They know why this error and how you could fix it.

2
Matt_Boyden
3 years ago
H
HermannLondonNew
asked in How Do I
Path nodes must have a Branch node parent error

I only started receiving this error message today and I have been setting up Test Zaps for myself for six weeks now without ever getting this error message.  I tried following the troubleshooting guide and nothing works.  I set up my trigger and it all tests just fine, and then I go to install the Zapier Filter as my next step and that’s when I encounter this message.  I have no idea how to proceed.   

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AndrewJDavison_Luhhu
3 years ago
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Fred
asked in How Do I
Problem fetching Pipedrive product variations

I’ve created a Zap with the following flow:deal stage updated to certain stage create a row in Google sheet for each product in that dealWhen I only work with “main” products, this works fine. When I have product variations, as output I get all the variations for that product, not the one(s) that were selected in this deal. Anyone else experienced this issue? Any ideas?

2
F
3 years ago
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Edu_eventmobi
asked in How Do I
Connecting Gmail with Close IO

Hi everyone!Could someone please help me with this:Is it possible to “pull” some past emails in my Gmail (leads I received from Hubspot and Salesforce) to Close as leads?This would simplify the process of imputing the leads on Close. Thank you!

2
E
3 years ago
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MAVBeginner
asked in How Do I
Jira issue to Trello using Formatter

Dear All,Is there a way to pass content of Jira issue using the same text format to Trello as it is? Because now out of few paragraphs it does create one paragraph. I did try Formatter to convert text from HTML to Markdowm, but as seems this function is faulty. Because instead of formatting text it does create a loop of 16 same paragraphs.Original message Generated message in Trello: 

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AndrewJDavison_Luhhu
3 years ago
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eviltweedleNew
asked in Troubleshooting
Can I include an image that I have tweeted in a POST to a Discord Channel?

Hi, I’ve been able to create Zaps that are successfully POSTing the text in my Tweets to an ‘announcements’ channel on my Discord server which in itself is great. But, my tweets also include images or GIFs. I only do one image a tweet but it’s like a flyer. Is there a way for me to include the attached image in a Tweet in what get’s posted to Discord? I’ve been testing various options in the ‘Set up Action’ section of my zaps and tried various different things to do with Media or attachments in the ‘Insert data’ options of the Message Text box but to no avail. All that happens in Discord when I test the Zaps is that I get my Tweet text and then a URL which I presume could be the URL of the GIF I’m trying to display beneath my text in Discord. Regards, Steve 

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christina.d
2 years ago
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