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25315 Topics

N
NSouthern78New
asked in How Do I

How to assign Google Deck slides to individuals using Zapier based on Calendar events?

Hello, Hoping someone can help me. As a work assignment I’m trying to develop a zap to automate various stages of meeting deck creation. I began by doing New Event Matching Search in Google calendar - in this case, ‘Governing Board Meeting.’ Then i have it automatically creating a deck from a preestablished template. So far so good. This works.What I want to do next is find a way to get zapier or one of its connected apps to go into said deck and actually do assignments to x person, y person, z person, on the individual slides for which they are responsible.My first go-to was connecting Asana, because most of my team members are on Asana, but one of our internal software developers saw what I was doing and strongly discouraged it. I have to come up with another solution, preferably connecting apps that are in Google Suite using Zapier.Having said that, I even tried Google Tasks, but google tasks will not allow me to assign tasks to other people.Is there a way to program Zapier to actua

2
N
1 month ago
Z
ZenFlow_AAubcNew
asked in How Do I

How do I use Microsoft Teams Tags in Zapier to automate file management and renaming workflows within Teams?

Using Microsoft Teams Tags for Automated Workflows in Zapier Hello Zapier Community,I hope this message finds you all well in your automation journeys.I have been using Zapier as a key solution to streamline various tasks for my team and we are mainly operating in the Microsoft Teams environment and Wealthbox CRM. One specific technology within Teams we've found useful are Teams Tags.I'm interested in exploring the possibility of creating Zaps that utilize these Microsoft Teams Tags to automate specific workflows. More specifically, I am curious about activities such as:Moving files within a file tree in Teams. Renaming the files within Teams.Has anyone had any experience with this type of interface? Is this sort of interaction even possible with Zapier's current capabilities?Any shared experiences, insights, or even tips on getting started with this sort of task would be greatly appreciated. I am always looking to maximize the efficiency of my automation processes!Thanks in advance fo

2
Z
1 month ago
C
CBM123Beginner
asked in Troubleshooting

Failed to create a deal in ActiveCampaign The app returned "The provided account does not exist. (422)".

This post was split from topic:  Hi,I am trying to set up a zap so when a contact is added in active campaign it automatically adds them to our deal pipeline also in active campaign, and even though we have over 30 zaps connected to the active account i get the message below when trying to set this zap up Failed to create a deal in ActiveCampaignThe app returned "The provided account does not exist. (422)". Can anyone shed any light on this please 

2
Troy Tessalone
1 month ago
DeGerrian Evans
DeGerrian EvansBeginner
asked in How Do I

How do I configure my Zap to run at specific days and times during the week?

I would like to schedule my zaps to run Monday thru Friday 8am to 4pm and Saturday from 9am to 4 pm. I am not sure about how to set this up. If triggers happen after those hours do they just fail or they fire during the set time

2
Troy Tessalone
1 month ago
A
AlmagulNew
asked in How Do I

How to automate sending Gmail attachments to Squarespace email submissions and log them in Google Drive?

I just got my Zapier set up. I watched some very basic intro videos. My first automation goal is to figure out ow toSend an email with a pdf attached (this is a waiver document that needs to be signed) when people sign up on Squarespace (linked to google drive sheet)And maybe have some kind of confirmation that the docs have been signed, but that’s secondary

2
ry.schwei
1 month ago
M
MakerlabNew
asked in Troubleshooting

Unable to locate Google Drive file

This post was split from the topic:  Unfortunately it is still not able to ‘find’ the file. Any ideas? 

2
Troy Tessalone
1 month ago
C
CariNew
asked in Troubleshooting

Error connecting Gmail to Dropbox in Zapier due to unsupported application.

Bonjour,  J’ai essayé de créer plusieurs ZAPS.Le premier depuis ma boite mail (non pro) vers dropbox pour y stocker des pièces jointes, j’ai eu la pop up suisvante:“Vos données Gmail ne peuvent être envoyées qu'à des applications approuvées. Malheureusement, l' application que vous utilisez n'est plus prise en charge. Vous devrez modifier votre Zap pour le réactiver”.Je me suis dit alors que GOOGLE aimant GOOGLE, j'allais tenter le zap de gmail vers le drive google, rebelotte le meme message, GMAIL A DES EXIGENCES SUPPLEMENTAIRES.Pourtant, je lis dans l’article ci-dessous 👇🏻que le drive est approuvé.https://help.zapier.com/hc/en-us/articles/8495919107853-Common-Problems-with-Gmail-on-Zapier#my-gmail-zap-has-an-error-about-connecting-to-google-approved-or-not-approved-apps-0-0 Qqun pour éclairer 💡 ma lanterne, svp?

2
Troy Tessalone
1 month ago
speculo
speculoBeginner
asked in Troubleshooting

Facebook Ads Page Not Pulling In

For our Facebook Ads, none of the pages are pulling into the trigger setup. This is preventing us from setting up new zaps. Peculiarly, the existing FB zaps which run from the same manager account still run fine. Additionally, if we add new instant forms, those pull in fine. It is strictly related to the FB pages. Is this something we have wrong or a bug in your system that is currently being resolved? Thanks,Eliot 

2
ken.a
1 month ago
I
Igor de SouzaNew
asked in How Do I

How do I add a link to a spreadsheet next to my Zapier bot in Slack?

Galera! Como faço pra colocar um link junto do zapier bot integrado com o slack pra ir para uma planilha  

2
Troy Tessalone
1 month ago
cfalcone01
cfalcone01Beginner
asked in Troubleshooting

Salesforce error: Required field "Search Value" (searchValue) is missing

I’m working in my Zap where I am populating a Google Doc with information from Salesforce. One of my Google Doc fields is for the Primary Point of Contact which is a Contact field in our Salesforce Account. Sometimes this is not filled in (which is okay) but I am not able to get the Zap to proceed when this field is blank. I am using the Zap Action “Find Record in Salesforce” and using the Contact ID to pull all of the information (name, title, phone, email) on that Salesforce contact. If this Point of Contact field is blank in Salesforce, the Zap action gives this error In my Action: “Create a Document from Template in Google Docs”, I’m pulling the name, title, phone, and email fields from my “Find Contact based on Contact ID” action (otherwise, it would just display the Contacts ID) but my Zap doesn’t proceed when this information doesn’t exist. I think it is because no data is feeding this “Action” as you can see from the screenshots below… I’ve tried doing a branching filter for “F

2
ken.a
1 month ago
M
MarypeopleNew
asked in How Do I

How do I set up a Zap to send a follow-up email after 3 months?

Hi everyone! I'm trying to set up a zap to help me send a follow-up email after 3 months. I know that dates can't be more than 1 month in the future, but would the Autoreplay button help to sort this out?

2
Troy Tessalone
1 month ago
K
keighdesignNew
asked in How Do I

How do I sync all existing and incoming orders from 2024 into a Google Sheet using Zapier?

I need to sync all orders from 2024 AND all incoming orders into a google sheet. How can I do that?

2
om4csaba
1 month ago
P
pragya28Beginner
asked in How Do I

Can I create pdf from zapier itself. I don't want to use any third party software. Is it possible?

Hi, I was using a third party provider for pdf generation suddenly today it stopped working. Now instead of switching to another software, Can I do the same thing using Zapier in-build tools?I was creating the pdf through some software and sending it as an attachment.

2
G
1 month ago
I
IBERONew
asked in Troubleshooting

Unable to connect with Facebook using Zapier.

No se puede hacer la conexión con Facebook 

2
Troy Tessalone
1 month ago
F
FindhelpZapUserNew
asked in How Do I

How do I ensure fields from WPForms Pro are added to separate columns in a OneDrive spreadsheet using Zapier?

Hi there,I must be missing something simple but when I add an entry from a WPForms Pro and use Zapier to “Add Row” to a OneDrive spreadsheet all of the fields get added to to the first column.I added the commas just so I could “split to text” if I have to.  What am I missing here? Any help is appreciated.ThanksDave

2
ken.a
1 month ago
H
hwong88New
asked in How Do I

How do I auto-generate a document in Clio when a new matter is created using Zapier?

Hi I have created multiple Document templates within CLIO. How do I make a Zap that auto generates one of them when a new matter is created? The trigger I am using is “When a new matter is created”, and I presume the action is “upload document into matter”Any ideas?

2
ry.schwei
1 month ago
D
DigitalWithMikeBeginner
asked in How Do I

How do I sync files between Google Drive and a column in Monday.com?

Hi Everyone, I am trying to Sync / Mirror a File from Google Drive to a Specific Column under an Item Created on a Monday.com Board so it appears as a file that we are able to open and directly edit in real time. The original file is on Google Drive, however I do not mind where the original file is created (Monday in File Column or Google Drive as long as there is a copy in both places). I’ve tried to create a Zap to upload the file from Google Drive into the File Column on the board and it works, however it uploads it as a non editable file and isn’t synced with Google Drive. Another alternative, I have tried is uploading the link of the document from Google Drive to a Link Column in Monday.com and while this works, we are unable to edit the file on Monday but rather on Google Docs. Is there another way to do this or does anyone know a way to sync via Zapier between Monday and Google Drive for Docs? Thanks in advance!   

2
D
1 month ago
V
Vlado at FakturaOnlineBeginner
asked in Troubleshooting

Chat GPT Did Not Respond In-Time, but not really

Today I went to generate my new batch of chat GPT content, but this time something was different and my Chat GPT Assistant calls failed in half of the times due to Did Not Respond In-Time error.I’m working with Chat GPT here in Zapier for a while and I’m pretty familiar with this error, but this time is something different. Previously when I’ve got this error, the Assistant actually received the prompt. So it was able to continue in conversation even after the fail.For example if I’ve sent the first assistant a prompt A, and to the second assistant a prompt B, it would return me A+B even when the first assistant failed to respond in time. But this time when I’m sending to the first assistant a prompt A, it fails, and the sending to the second assistant the prompt B, it tells me “I haven’t received A”.Any idea what can I do with this? We are pretty relying on the Zapier in the company. Note:Chat GPT is up and running without any issues.No major changes were made.

2
V
1 month ago
C
CampgrndsBeginner
asked in How Do I

How do I automate data transfer from Zapier Tables to specific Google Sheets based on "Business | Brand" field?

I’m trying to copy client product data from Zapier Tables into Google Sheets, however in the 4th step where I use the action “create multiple spreadsheet rows”, I cannot call the specific spreadsheet that matched the “Business | Brand” field name (data) and thus I cannot enter in the respective worksheet info. I’ve tried to enter in the form data value for the “Business | Brand” field in the (spreadsheet & worksheet *required) sections of the actions. I get returned an error each time. This means that for each new customer I have to reset the automation to route to the corresponding Google Sheet with that respective brand’s name. It kinda defeats the purpose of the automation. The spreadsheets are based on the same template and thus have the same worksheet title and cell headers. If you have any suggestions on how to fix this automation I would be very grateful. I’ve attached screenshots of the zap below for all to see. Thanks!

2
C
1 month ago
G
gentlegiantedBeginner
asked in Troubleshooting

Unable to add or update a contact in Brevo when new charges are in Stripe.

I have a website with multiple ticket prices connected to Stripe. I want a zap that sends the data back to my autoresponder Brevo. Here is a video showing my setup https://share.zight.com/7KunZ8Ke Any help is appreciated. Its late and tomorrow I will also try the AI troubleshooting.

2
G
1 month ago
A
AndrewGBeginner
asked in Troubleshooting

Unable to redirect contact to Google Docs login instead of downloading PDF from ClickFunnels opt-in.

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.Hi There,  I'm trying to send a PDF that can be downloaded to new contacts that optin to my clickfunnels page. However when I attach the download link the contact is redirected to a google docs login page. They cant download the PDF. Help pleaseeeee :)    

2
SamB
Community Manager
1 month ago
L
LeviMBeginner
asked in Troubleshooting

Create or Update in Intercom action is creating duplicates.

Hey there!Recently (last 2 - 3 weeks), I’m encountering an issue when trying to update a user on Intercom with the “Update or create user on Intercom” step.I use a “Find user” step beforehand and user both the email address as well as the user id from that user to update it. I also have a filter after Find user to only proceed in case a user was found.However, the “Update or create user on Intercom” step always seems to create a new user since the last 2 - 3 weeks. Which is very annoying as we’re creating duplicates.Anybody has experience with this and / or solutions to it?Thanks!

2
ken.a
1 month ago
cfarrugia
cfarrugiaNew
asked in Troubleshooting

Find Table Records by Date Range does not return results despite having records matching the date range

Table having records matching the date range in the Find Records action I am trying the Find Records based on email and date from the table above.The image below illustrates how I have set up the filter action.Three lookup values have been defined:email is exactly the email from the previous step created_on is on or after current time minus 7 days  created_on is on or before current timeNo data is returned when testing the zap :(  Thank you in advance for your help.    

2
Troy Tessalone
1 month ago
L
lf4242Beginner
asked in How Do I

Insert Airtable record link into Notion body (workaround for embed)

I’ve seen some related posts but not the exact answer I’m looking for - hoping it’s possible! What I want to do is:​​​​​​take an airtable record create a new item in notion + embed the airtable record into the notion page’s body It seems that notion’s actions don’t yet allow for embeds, so I’m hoping instead to paste the airtable record’s link into notion’s body. Then I can manually convert that link into an embed when I’m working in notion. When I’m setting up my zap though, it looks like I can only insert the airtable record’s ID - not a link. Is there something I’m missing?Thanks for any suggestions!

2
L
1 month ago
D
DFWCGBeginner
asked in Troubleshooting

Monday.com error: Error from halted execution, Nothing could be found for the search.

Here is what I am trying to do. I have set up and tested an inbound Catch Raw Hook from twilio inbound sms. i also set up the formatter to put the number in the correct format. This part works fine.The problem is the monday.com action to find a item (Contact) by comparing the inbound phone number from twilio. hereis how the action is set up.I am getting the output formatted number from the zapier formatter. it seems pretty straight forward but i keep getting the error in the first screen shot. I have tried changing the format and even removing it completely but no luck. I’m sure im just missing something simple. any help is appreciated.Thank YouSeran

2
ken.a
1 month ago
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