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21836 Topics

P
PRPPNew
asked in How Do I

How do I restrict my ChatGPT-based ChatBot to only answer questions based on uploaded data?

Hello, I created a ChatGPT based ChatBot. I uploaded data. I gave the instruction that the bot is only allowed to answer questions that are related to the uploaded data. But it also replies to any other topic. How can this be prevented.  Best regards 

4
ken.a
20 days ago
F
FidusBeginner
asked in Troubleshooting

Zap keeps switching off after publishing: GravityForms and Jira Service Management

Hello, I've been creating a connection between GravityForms and Jira Service Management.The idea is simple: a form is completed in Gravityforms and gets registered in Jira.When manually testing the Zap, the connection works. But as soon as I publish it, the Zap immediately switches off.I tried completely rebuilding the Zap and re-connecting with GravityForms, but this didn't help.Also a detail: my Jira account was first activated, then de-activated and then activated again. But after this I reconnected it to Zapier and rebuilt the Zap. Any ideas how to fix this? Thanks!

5
Troy Tessalone
4 days ago
T
turbotbozBeginner
asked in Troubleshooting

Doorloop "Tenant Moving out" trigger issue

I’m attempting to use the doorloop trigger of “tenant moving out.” I have the trigger set to 20 days before move-out. When I run the test, Zapier is pulling records that are not within that window.  Record A: moveOutAt2023-06-30 Record B:moveOutAt2023-07-31 Record C:moveOutAt2023-10-31 I have a tenant moving out in 16 days and his record is not shown. It seem like Zapier is parsing the wrong data. Can anyone help with this?

6
T
14 days ago
F
frouseBeginner
asked in How Do I

How do I set up a Zap in Slybroadcast with dynamic phone numbers from KvCore CRM leads?

I setup a Zap between my CRM (KvCore) and Slybroadcast and I tested it a few times and it did work: Phone Number Date/Time Status Carrier Reason for Failure 5103660578 10/11/23, 5:23pm Success T-Mobile             Total Attempted: 1 Success: 1  This was with my cell number. I tried it a few more times and eventually it gave this error: Phone Number Date/Time Status Carrier Reason for Failure 5103660578 10/13/23, 9:48am Failed T-Mobile Call To & Caller ID cannot match           Total Attempted: 1 Success: 0   So I want to have it do this when a new lead comes into the CRM. I seen in your FAQ that you say you have a Zap which is what made me attempt the setup so wanted to see if you could point me in the right direction as to the exact setup in Zapier for Slybroadcast as it has a destination for phone number field which can't be blank *Destination Number(s)requiredPhone 510-366-0578Phone number or numbers you wish to send a

7
ken.a
25 days ago
L
LhenBeginner
posted in How Do I

How to create an automatic connections using zapier

Hi everyone! I have an application a typeform & pipedrive . I used Zapier as my 3rd application. What I want is when I have a new deal in the pipedrive, the Zapier will automatically create another connection for update deals with a new client. 

3
AndrewJDavison_Luhhu
3 years ago
A
A ColpittsBeginner
asked in How Do I

Issue multiple promo codes using Shopify and Google Sheets

My Shopify store is going to start selling products that come with promotional codes for some digital products. We have the promotional codes saved on Google Sheets (I know, I know, Google sheets is not a database… this is a temporary measure). Currently I have a way for if someone purchases qty:1 of SKU A, then my Zap will look up the first unassigned code on the sheet, enter the order number next to it, then send an email to the customer with the code. What I am struggling to figure out is how to have it so that if a customer order multiple copies of SKU A, they then get multiple unique codes. I’d like someone who orders qty: 3 of SKU A to get 3 unique codes from the sheet. Any ideas?   

2
A
2 years ago
K
kos2099New
asked in Code & Webhooks

Import contacts to Funnelcockpit from csv

It’s not possible to import multiple contacts with the Funnelcockpit connector. It’s only possible to import only ONE contact from a csv file. I tried it and only one contact works fine.I think the Funnelcockpit connector has to support importing multiple lines from csv file.  

2
Liz_Roberts
2 years ago
S
SPARKNew
asked in How Do I

LinkedIn to Salesforce Zap

Hello everyone! I’m trying to set up a zap that has a trigger in LinkedIn (new outgoing message) that results in a new contact creation in SalesForce. I don’t have the Sales version of LInkedIn, which it appears that you need? Is this true? When I try to set up the zap, it mixes them up and thinks it’s SalesForce to SalesForce. It can’t seem to catch the trigger in LInkedIn, even though that is what I put in the field.  Any advice? Thanks,  Stephanie

1
Danvers
3 years ago
E
easytradenowusaBeginner
asked in How Do I

Trigger freshdesk ticket from woocommerce order

Hi, I am new to woocommerce and zapier and fresdesk. I have a store via wordpress woocmmerce.My goal is to have this:User submits order in wordpress Order is auto created in woocommerce Woocommerce order triggers New ticket in Freshdesk - with the information from woocommerce ordersThank you!

4
AndrewJDavison_Luhhu
2 years ago
K
kgilNew
asked in How Do I

Need help with google sheet

Hello everyone, hope you are doing well. I am using a payment gateway and it is connected to zapier. In google sheets I have a fixed template which makes reciepts for individual user. So it has specific cells for name, price and some calculation that take place. I want all the data that is collected using the payment gateway to get stored in those specific cells that are there in my google sheets and then once all the data is filled, I want the google sheet to be saved as a PDF and then repeat this whole process for the next payment.  I would really appreciate help with this.

1
Seun Debiyi
3 years ago
J
JoyllaBeginner
asked in How Do I

Mailchimp to Pipedrivve

I want to add people from my Mailchimp list to a certain Sales Funnel on Pipedrive. I created a Zap that finds/creates a person AND creates a Deal to the right funnel, but it doesn’t link the person with the deal, therefore I can’t see the person’s contact info on the deal. Is there a way to fix this? So I want to see the person’s phone number on the deal.

3
GetUWired
2 years ago
A
alliewassBeginner
asked in How Do I

Company Cam to Slack

Hello!I would like Company Cam to send a notification to Slack when someone is @mentioned in it. I can’t seem to find a way to do this. Does anyone know if it’s possible?

3
steph.n
3 years ago
M
mhatingerNew
asked in How Do I

Zap Event = New entry but we dont want all new entries. We only want where type=complaint.

We have a Zap trigger that sends information to another application. Our trigger event is when it is a new entry. However, we do not want all new entries to go into our other application, we want only new entries where the type is Complaint. Is this possible? How do I set up a way to Filter the new entries before sending the Zap?  The event is from Freshdesk zap to Intellect. 

1
Troy Tessalone
3 years ago
J
JuanluNew
asked in How Do I

Delay 1 hour

I have connected my account from leadformly to zapier. I have created several zaps that send an outbound email to my email when a new lead arrives. But since last Friday the emails arrive with a delay of 1 hour, I need it to arrive faster.

3
nicksimard
2 years ago
Gibzy
GibzyBeginner
asked in How Do I

Link Upwork profile with HubSpot

Hi,I want to link a “Freelancer” account on Upwork to post messages or jobs directly to Hubspot, the only integration with Upwork on Zapier is for teams only.Do you guys recommend a solution? Many Thanks,

2
AndrewJDavison_Luhhu
2 years ago
M
Marco RipitiNew
asked in How Do I

EVENT CALENDAR IN RAPPORT TO THE NUMBER OF ZAP ... COST

I have to integrate Google Calendar .In rapport to the policy of pricing, each event that will be register in the calendard (meeting, call, vide call etc… ) will count from Zapier as a Task , so under the limitation quantity and related cost ?

2
D
2 years ago
E
eageryoungspacecadetBeginner
asked in How Do I

How can I send my leads from Facebook to Salesforce using Zapier?

I simply want the leads generated in Facebook either via Messenger or Lead Form to flow into Salesforce. How can I do this using Zapier?

3
AndrewJDavison_Luhhu
2 years ago
F
frescoficoNew
asked in How Do I

Zoho and ClickFunnels integration

I am working with a new client that uses clickfunnels as a webpage to generate leads and zoho as a CRM. We would like the contacts that are collected in clickfunnels to go directly to the zoho CRM. I’m concerned about the “one-direction” zap, because it appears that the “integration” is only to zap contacts from zoho to clickfunnels, but not from clickfunnels to zoho.Does this is integration support sending information/contacts collected in clickfunnels and sending them to zoho?

1
Troy Tessalone
2 years ago
M
mmccluskyBeginner
asked in How Do I

Automated Customer Action Plan

Is it possible to create an automated customer action plan. Or maybe it's more like an interactive check list?Example:I have a new client that I need to apply a plan to. This plan consists of something like the following.New client- Email template X is automatically sent out to client.- 1 day after the start of the plan an Email/text is sent to me telling me what I need to do next.- 2 days after the start of the plan an Email/text is sent to me telling me what I need to do next.If the above is possible. Then can some more of the following items be programmed?- Can I edit an email template before it sends so I can personalize it?- Can the plan be paused if the plan item before it has not been completed yet?If it helps, I'm work in an Apple eco system and the other software items I currently use is Chime and Google sheets.

1
andywingrave
3 years ago
A
anoNew
asked in How Do I

Quotas for Send email in Microsoft Outlook when there is a New Spreadsheet Row in Google Sheets

What are the quotas for Send email in Microsoft Outlook when there is a New Spreadsheet Row in Google Sheets?

1
David Mercer
3 years ago
J
jmcvickerBeginner
asked in How Do I

Has anyone automated documenting their zaps?

I’ve created a set of a couple dozen zaps that work to automate our project management process. What I’m wondering is if there’s a way to automate documenting those zaps. I would assume that zaps are stored simply as nested arrays of steps and configuration for each step. If there’s a way to access those step/config arrays, I could automate the documentation of each zap in our confluence instance.

1
Currently Jason
2 years ago
G
gideonseBeginner
asked in How Do I

Connected Anydo and PomoDoneApp

I am trying to connect Anydo and PomoDoneApp, and I’m having some trouble with 404 errors and then supposedly successful tests that don’t actually do anything. I have been able to create a task in Anydo and then automatically create a task in PomoDoneApp, but updating the Anydo task just doesn’t want to happen. When I finish a task, switching it to “Done,” in PomoDoneApp, I want the task with the same name in AnyDo to be marked as “Done.” Even when I include the search function -- finding the Anydo Task with the same name as the PomoDoneApp Task, which seems unnecessary -- it won’t go through, usually with 404 errors. Sometimes Zapier will say that the zap is successful when I test it, but the Anydo Task isn’t ever updated. Does anyone have any suggestions?

2
G
3 years ago
G
GOLDMINEBeginner
asked in How Do I

Can we use Path to distribute Facebook Lead to different Google sheets by different day?

Hi, I would like to create paths for my Facebook leads to google sheet, if I would like to set different day, the same lead form distribute the leads into two different google sheets, is that able to do that?For example :Day 1 Lead Form A distribute lead into Google Sheet ADay 2 Lead Form A distribute lead into Google Sheet BMay I know is Path able to do that? And if able, may I know how to set up the paths?Thank you!

3
Danvers
2 years ago
O
OliviaNew
posted in How Do I

Wix / ActiveCampaign not connecting

Hello Janine, could you please give me some support? I did send a message to Zapier twice but I do’t have any reply. Zapier is not working on my Wix website, with Active Campaign. Could you help me? Many thanks. Olivia  We did the test with wix and Wix team said that Zapier is not responding. How could I find a solution as Zapier team doesn’t reply to my question, Any number I could call? or Tech support? Many thanks.

1
Liz_Roberts
3 years ago
M
mohamad.idlepi@gmail.comNew
asked in How Do I

Zapier to send Case record to Azure DevOps

Hello,Im trying to build a ZAP to connect D365 CRM to Azure DevOps.when a new case/incident arrives to CRM365, I need to create automatically, a work item in Azure devOpsMy CRM365 is online (mycompanyname.crm4.dynamics.com/) hosted in Europe …I did not work with me . any help?Thanks

2
AndrewJDavison_Luhhu
2 years ago
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