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28291 Topics
S
Sandia Home BuyersNew
asked in Troubleshooting
Salesforce: lead to opportunity mapping triggering 'updated field on record' trigger

We are trying to automate appointment creation along with some auxiliary google services related to that appointment. The issue is or appears to be that when the updated field is updated as a lead and then that lead is converted to an opportunity the Zapp for the opportunity is triggered from the mapping from lead to opportunity

1
jesse
2 years ago
T
Tim ArcherNew
asked in How Do I
Add options to Reply-To Email for Salesforce-to-TrustPilot Zap

The person who was handling our TrustPilot reviews has left so I am trying to change our Zaps over to the new person. We use Salesforce to send out TrustPilot review invitation emails using Zapier.In the Zap, I am able to change the “send from” email address easily, I can just type it in.However, the “Reply-to” email address appears to be pulling in a list from somewhere as it only gives me two options to select from.I have set up the new person with an account in both Salesforce and TrustPilot, but their email address (Lucy) does not show up as an option.How do I add more options to this part of the Zap?Thank you for your help!  

2
jesse
2 years ago
R
rachhBeginner
asked in Troubleshooting
Multiple Salesforce Price Books/Price Book Entrys

I have a zap set up for orders to come over from Shopify to Salesforce. The step where an order is created specifies the Standard Price Book, which is what I want. I have a step after that that uses “Run Javascript in code by Zapier.” This puts the proper sku, quantity, discount on one line. The next step is to find a pricebook entry for the above skus. Instead of picking the price book entry from the Standard Price Book, it is picking the first price book entry that comes up after searching by sku. I don’t understand why it is not pulling by what I specified in the “create an order” step. One sku could have multiple price book entries in Salesforce. I need to support that. Has anyone run into this and come up with a solution?Thanks. Rachel

3
jesse
2 years ago
D
danabesusNew
asked in Troubleshooting
Multiple Attendees Sheets to Calendar

Hello!  I’m trying to include multiple attendees in Google Calendar going from Google Sheets.  It’s not allowing me to include more than one email address.  Does this have anything to do with using the free trial?  All the email addresses are formatted correctly and work individually, but not when there is more than one.  

1
rachael.silvano
2 years ago
D
DavidLEPMANNNew
asked in How Do I
Is there a way to allow Zapier to access a single Excel file instead of full permission into the organization?

I’m trying to use Excel as a Trigger in order to update items in Cascade Strategy. However, I must Connect my Microsoft Excel account to set up the trigger, which requires Admin rights as I'm using my work email (Cascade is a company initiative we are trying to use). This requires my IT team to allow Zapier to have full access to absolutely everything, as identified in the image below. Is there no way to allow Zapier to allow a single excel file? Or does Zapier require access to absolutely everything? If our entire organization wants to use Zapier, it will require use to give Zapier full permission to delete files and update files on all of our accounts? I must be missing something here.   

5
rachael.silvano
2 years ago
P
piccolamusicaBeginner
asked in How Do I
creating products in stripe

Hello everybody, I’m new here, thanks for your help and support.Here the situation, with a premise: I want to sell a membership (with a specific number of payments) through Stripe but - for what I see but I may be wrong - to do that I need to specify the client name before selling it. So I thought to use Zapier! I can collect name through a form in Mailerlite and zap it to Stripe, creating a new product with the name I collected. But I don’t understand what I have to do… Anyone here who happened to face the same issue...and won? 😉 Thanks for your help!  

4
D
2 years ago
H
HBSteveBeginner
asked in How Do I
Download a CSV from URL that changes its name daily.

I have a csv url from a vendor for their inventory...the name is consistent, but they timestamp the file name like “file_2022-08-30.csv).. it does use an underscore, so perhaps it could use that to look forIt changes every day…Might there be a way to create a zap that could change to download this? or to google sheets and update it daily 

8
D
2 years ago
S
SinghBeginner
asked in How Do I
Creating a 17x54 label for each item from Shopify order

My printer (BrotherQL-1110NWB) will only print a label size 17x54 .HOW DO I :TAKE EACH LINE ITEM IN THE ORDER FROM SHOPIFY AND CREATE A SEPERATE PAGE FOR IT IN THE SIZE OF 17X54 AND SEND IT TO TRELLO OR PIPEDRIVE.SO WHEN I PULL THE PDF FROM TRELLO, I CAN PRINT EACH OF THE LINE ITEMS AS A 17X54 LABEL.PLEASE SEE ATTACHED SAMPLE OF THE LABELS.

5
D
2 years ago
F
felixthoeNew
asked in Troubleshooting
Formatter Date Problem

Dear Community,hope you can help. I am struggeling:)I would say that i am really fit in zapier.Situation:I have one zap (docusign to my email Software - Klicktipp.) Docusign includes a date field, where my clients fill in a start date for their contract. Time is UTC+1 in the format dd/mm/yyyy.Problem:I try to give this information further to my email software (because the campaign starts at this date) but i am getting an error, because the email software likes to have the date in the x format. If i use the formatter in zapier the date output is everytime 1.1.2022 and so not right. Its not important if i use xformat, normal dd/mm/yyyy or what else. The date output in the formatter is wrong. I do not find a solution. Hope you can help.Cheers Felix 

3
MohSwellam
2 years ago
P
pongoNew
asked in How Do I
edit predefined event

Is there a way to edit a defined event / setup action, need to add additional fields.

1
Danvers
2 years ago
K
kingsitNew
asked in Code & Webhooks
Convert text to varbinary256

I’m looking to insert data into an SQL row - the SQL database is formatted as varbinary256. Does anyone know how to convert my text field into this format so i can insert into my database?I’m thinking I need to use Code but I have NO idea where to start I can’t change the format as its holding bank details and is like that for a reason.

0
K
2 years ago
phyat
phyatBeginner
asked in How Do I
How do I search line-items data with Zapier support App?

Hi all,[What I want to accomplish]I want to judge whether data in a value in my line-items has a specific search words.For Example, line-items are like this:-----groups: 1:   group_id : price_1Aa   group_pk : 67  2:   group_id : price_1Bb   group_pk: 66  3:   group_id : price_1Cc   group_pk : 65-----I want to judge whether "group_id" (a value in line-items) has "price_1Aa" (data in line-items) or not.Is there any good ways to judge above?I want to use Zapier support Apps like Formatter by Zapier, more than Code by Zapier.As a condition, I can't control the order or number of line items that are going to come in. At least, 1 line-item comes in. [What I did] 1) Formatter => Text => Find It doesn't work as I expected, when "group_id" has data "price_AaA",and my search word is "price_Aa".It is because "Find" judges whether "price_AaA" contains "price_Aa", but can't judge "price_AaA" is exactly "price_Aa" or not.2) Formatter => Number => Spreadsheet-Style FormulaI tried the foll

2
phyat
2 years ago
E
EoinNew
asked in How Do I
How can I automatically assign a role in my Discord server from Gumroad sales?

Hi there, I’m attempting to set up a sequence in which a Discord Role is added to new Gumroad subscribers once they join the server.I’m having trouble with the “Find User in Discord” part, as the person isn’t in the server by the time this process begins.To summarize,When somebody joins my Gumroad membership, I would like them to be given an automatic role on entry to the discord server.Thanks a lot.

4
christina.d
2 years ago
T
TheHypeSocietyNew
asked in Troubleshooting
Facebook Lead Form Data to Active Campaign Not Turning On

Hi, I’ve created a zap to bring data from Facebook Lead Forms into an ActiveCampaign subscriber list but every time I turn the zap on, it just turns itself back on. The zap isn’t showing any errors or warnings and everything seems to be connecting properly, the zap just won’t stay switched on. Any ideas why this is happening? Sophiia @ TheHypeSociety

1
christina.d
2 years ago
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bullishmattNew
asked in How Do I
Automate Slack or discord with woocommerce orders or cancelations

I want to automate invitation email to slack or discord (or better automate ins and outs from the channel) when people subs to my woo commerce.I’ m having difficulties to zap this.  A real newby. any advice ?

1
christina.d
2 years ago
M
melindawongrealtorNew
asked in How Do I
How to update contact info from Boomtown to Constant Contact

Can I create a Zap to update contact information from my CRM Boomtown to my app Constant Contact? To be more specific, I would like a Zap created so that when I update a phone number or email address or name in Boomtown, it will automatically update in Constant Contact? Can I do this on the free version?

1
christina.d
2 years ago
C
CeolinNew
asked in How Do I
How do I change the Pipefy version from v1.0.0 to v2.0.1 in my Zap?

How do I change the pipefy trigger from v1.0.0  to v2.0.1 in zapier?

1
christina.d
2 years ago
Ian.B
Ian.BZapier Staff
posted in Troubleshooting
Zap couldn't be published due to "The app returned "Forbidden"" error.

Zap couldn't be published by the user. When checking our logs, this is the error we got: Zap was paused with error message: The app returned "Forbidden". According to the Frame.io team, this error occurs when the account used in Zapier doesn't have a "Team Manager" permission. In short, registering webhooks with Zapier requires that the Frame.io user be at least a "Team Manager," as the webhook registration is actually modifying the Team's record.

0
Ian.B
2 years ago
C
Craig241816Beginner
asked in How Do I
Appsheet trigger

I am trying to create a ZAP from Appsheet (trigger app) and Aweber. Just wondering if anyone knows why Appsheet does not provide a selection of triggers.Many Thanks

5
christina.d
2 years ago
P
Pap1ll0nBeginner
asked in How Do I
Add subscribers to Mailchimp from Airtable, when column in Airtable contains multiple emails

Someone told me I could use Zapier to automate this task. I attempted, but quickly got lost. I have an Airtable tab that has one column for Event, another column for team names (separated by commas) and a third column for member emails (separated by commas). I think I can figure it out if the record has only one name and email in it, but not sure how to navigate with multiple information. Can Zapier be configured to look in specific columns and create new lines for each email (separate them itself)? Will I need another Zapier to first convert AT to Sheets, then from Sheets to MailChimp? Is this making sense?For example: [Airtable]Column 1 (Event) = Wok this WayColumn 2 (Members) = John Doe, Jane DoeColumn 3 (Emails) = johndoe@gmail.com, jane.doe@forest.io I want to be able to add/update two subscribers in Mailchimp: Sub 1johndoe@gmail.com John Doe [tag: Wok this Way] Sub 2jane.doe@forest.io Jane Doe [tag: Wok this Way] Thanks!

7
P
2 years ago
donovanwatts
donovanwattsTinkerer
asked in Troubleshooting
Where did Salesforce App Connection go?

Working on a Zap. I choose Salesforce for the step after the trigger, as I always do (we’ve got literally hundreds of Salesforce related Zaps running). I get this… 

7
jesse
2 years ago
N
NavinBeginner
asked in How Do I
How to create empty folders in proper nested folders? (Using SmartSheet & Gdrive )

Hi Everyone!  My question is a little specific, but I would appreciate any help or recommendations. For my intended Zap, I’m using SmartSheet & Gdrive.  My goal is to create new empty folders in specific Gdrive nested folders as new rows are added to my Smartsheet. This is my current GDrive Set up. Company 1  Folder 1 Folder 2  Folder 3  Sub-Folder 1  Sub-Folder 2  Sub-Folder 3 Sub-Folder 4  My intention is that when a new row is added to SmartSheet, Zapier uses references from the row to confirm where is should go in GDrive. For example, a new site gets added to the SmartSheet. Zapier will create a folder based on the State, City, and Property Name. Then, Zapier should know that the new site folder goes into Company 1, Folder 3, Sub-Folder 4.  I’ve been able to successfully create a folder based on the State, City, and Property Name, but cannot seem to find a solution that will allow me to tailor the direction of where that new site folder should go.  In my SmartSheet,

5
christina.d
2 years ago
N
Noa_NeumanBeginner
asked in Troubleshooting
Salesforce from sandbox to production doesn't work

Hi,We building a Zap that every time an outbound message has created in Salesforcewe send a message in Teams.It worked perfectly fine on sandbox but when we moved it to production (both on Zapier and Salesforce) it didn't work and we didn't manage to get a test account. (used the same flow)Any suggestions? 

4
christina.d
2 years ago
A
AnnsophisticatedBeginner
asked in How Do I
Changing an answer from Typeform to a TRUE/FALSE in Google Sheet

Might be simple but I can’t figure it out :D I have a Zap with answers from Typeform falling into a Google Sheet. One question has 5 possible fixed answers which I’d like to be set as a TRUE in the Google Sheet.So Typeform: “What are you most interested in:Female Male Kids Animals Electronics”Should fall into GSheet if chosen, as:Interest_female: TRUEInterest_male: TRUEInterest_kids: TRUEInterest_animals: TRUEInterest_electronics: TRUE  How do I change the answer to TRUE?

6
christina.d
2 years ago
B
briansballoonsBeginner
asked in Troubleshooting
Only have one path being used based on conditions, how do I tell the zap that is okay?

I have a zap set up where, based on the conditions, only one path should be completed. How do I tell the zap that not completing a path is not an error?

4
MohSwellam
2 years ago
Terms & Conditions