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29426 Topics
A
Anonymous
asked in Code & Webhooks
How do I add a prospect as a new contact in PipeDrive from Expandi, personalize the email message, and update Apollo?

So I’m looking for a way to automate some of the repetitive tasks I find myself doing each week, but before I bite the bullet and sign up, I wanted to ask the community if I understand Zapier correctly.I’m using Expandi as a LinkedIn outreach tool, Pipedrive as a CRM, Apollo for email sequences and G-Suite for productivity.When I make a new connection using Expandi, I plan to tag them. That tag will act as a trigger for the following actions:Prospect is added as new contact in Pipedrive (after checking if already exists) Details are enriched in Apollo with work email address and/or phone number Personalised outreach email sent with ‘thanks for connecting message’ Prospect added to sequence in ApolloIf all these are straightforward enough, then a simple “yes, all these are possible in Zapier” reply would be appreciated! I’ll cross the bridge of how exactly to set it up in due course, but any relevant links to tutorials would be appreciated! Thanks

1764
M
2 years ago
J
JuancaBeginner
asked in How Do I
How can I call attributes that don't appear in the test data?

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,I’m building a zap that connect Appcues with Gsheets, in order to obtain data when a flow is completed. When I run the trigger it shows me some flows, but not exactly the flow that I need, so when I set up the Gsheets action I don’t have all the attributes that I need from appcues. Is there some way to add these attributes knowing that it will appear once I publish and use the zap? 

2514
J
2 years ago
A
Anonymous
asked in How Do I
How do I find the field “Account” in Salesforce?

I have contact data in salesforce. In SalesforceThen in Zapier  link up with mailchimp i can’t find the   Field  “Account” in Saleforce , any suggestion ?is it i need create customize field ??

1774
PaulDavidson
2 years ago
E
ewangNew
asked in How Do I
Todoist->Asana personal inbox

Hi there, I’m trying to create new tasks from todoist → asana and unfortunately Zapier forces me to set a team project to assign the task within but I just want it to go into my personal inbox/tasks. Is there any way to do this? 

302
Danvers
2 years ago
V
Venkatesh OrugantiNew
asked in How Do I
What is the process to integrate Freshcaller with Jira Service Management?

I am not able to trigger in fresh caller. What exactly is the process after adding the API key and domain name and connecting fresh caller with Zapier.My goal is to integrate freshcaller with Jira Service manager

182
Danvers
2 years ago
W
WycliffeBeginner
asked in Troubleshooting
Excel sheet doesn't consistently trigger

Hello there!Zapier works great, except sometimes. Then I miss zapps in my online excel sheet that are successful in Zapier. What could be the cause? Who can help me?

333
W
2 years ago
D
darmitageBeginner
asked in How Do I
Create Stripe Invoice

There doesn’t seem to be an Action in Zapier for creating an Invoice in Stripe.  I MUST be missing something.  What good is it to be able to create Customers, Products, etc and apparently NOT be able to create an Invoice.  I need to be able to charge the customer’s credit card (which is on file in Stripe) once the service has been delivered.  It would seem that this would be a really common application for Stripe via Zapier.  There is an API call to do this (https://stripe.com/docs/api/invoices/finalize), but do I really have to delve into REST POST calls to do something so seemingly mundane as this?

21997
JammerS
2 years ago
Z
ZapDudeBeginner
asked in Troubleshooting
My support ticket has gone unanswered, and I need some assistance.

Hi, I sent a support ticket to Zapier Support more than two days ago but no one responded. Today I sent another one but did not even receive the automated response. I’m not sure what’s up. I have not experienced this problem before. Anyone knows what’s going on?

262
EJR
2 years ago
A
Anonymous
asked in Troubleshooting
ConnectWise error: Authentication failed, cannot read property message of undefined.

I am trying to allow Zapier to access my ConnectWise Manage Account and I'm getting the attached error. Please can someone help me?  

3925
christina.d
2 years ago
M
MikeFBeginner
asked in Troubleshooting
Date Changed to 0 on Data Out

We’ve got a zap that sends data from scheduleonce to ontroport. For “Data In” the date is correct, although the date is changed to 0 on “Data Out”. See below.Does anybody know what is causing this.

1764
christina.d
2 years ago
S
sjkwapienBeginner
asked in How Do I
Connecting to a BambooHR Report

I attempted to follow the simple guide provided by Zapier, with the following directions:“Create a new report under the "Reports" tab and grab the id from the URL as shown here. “However, that is no longer how BambooHR titles its report pages.  Now it’s done via <uniquename.bamboohr.com/reports/custom/<reportname>/id# but when I enter the ID #, it tells me the report isn’t found.  Presumably, because the format is no longer functioning?Any advice for how to get the report to actually pull would be great!

1503
christina.d
2 years ago
T
thor1Beginner
asked in Troubleshooting
Kartra Error: Executing searches.get_lead.operation.perform with bundle {"message":"An error has occured in your request."} Console logs: ` as error, which we cannot read.

Hello, I have a zap that starts with a webhook when a new user creates an account in our custom portal and then step 2 is using their email to retrieve lead details in Kartra. Following this step is a path that if the user does not exist, then a new user in kartra is created but either way the lead is updated with tags. The error is always with the Kartra app in Step 2 when it does occur. And the message is always the exact same which neither myself or Kartra can decipher but since its the same message I am hoping someone knows the answer since I have been ping-ponged back and forth between the 2 companies with no solutions when going through traditional support channels.  The message in the error in the zap history always reads: The app returned `{"message":"An error has occured in your request."} What happened: Executing searches.get_lead.operation.perform with bundle {"message":"An error has occured in your request."} Console logs: ` as error, which we cannot read. If this solution

773
christina.d
2 years ago
S
Susan Holt ArtistBeginner
asked in Troubleshooting
Zapier Not Moving Ad Leads from FB to Mailchimp

Hi there, I’m new to the group and am not super technical. I generally work with paint all day, not tech. I’m having trouble getting my leads from my FB ad to auto-populate into Mailchimp through Zapier. This is starting the third week of troubleshooting. I have a paid account. I have no warnings on the Zap, and the test trigger goes to my Mailchimp account.The Zap is toggled On. I've toggled it off and on again. I’ve gotten out of Zapier and logged back in. My ads coach has helped me se this up, and I’m the only one of her clients who is having this issue. She is well versed in setting up Zaps. We have rebuilt the Zap 3 times. I have read all of the troubleshooting steps, and gone back through my Zap, nothing seems to be out of place, incorrect, or turned off.  I saw there was a glitch not that long ago on Zapier’s end, but that it has been fixed before I signed up. I have the correct FB account, and ad linked to Zapier. We’re really at a loss here. I’d appreciate help getting this fi

824
S
2 years ago
J
JShortNew
asked in Troubleshooting
Anyone else having issues with SoundCloud?

It will connect, but when I click test connection it tells me it receives an error with no context. Can’t know whether the test is my fault or not. I am using an account with a different email from my zapier account if that sheds any light. 

593
christina.d
2 years ago
W
Wiring ByronBeginner
asked in How Do I
How do I set up a 6 month follow up email to a client ?

When I close a job in our CRM I’m having it send the client info to google sheets. Then I want gmail to shoot out a email in 6 months to follow up with the client and stay top of mind. I see delay is only good for one month. I thought I could use the action “schedule” but it’s greyed out and looks like I can’t use it ?  How do I delay this or schedule it for 6 months in the future ?  Thanks. 

2717
W
2 years ago
H
HervasNew
asked in Troubleshooting
My Zap duplicates and uploads my documents twice when uploading them to OneDrive

Buenas tardes,Tengo un zap en funcionamiento que consiste en llevar documentos pdf de la app Bitrix24 a Onedrive.El zap Funciona, pero en el momento de llevar los archivos a Onedrive, el zap los duplica y sube el mismo documento dos veces.No consigo encontrar el problemaAdjunto proceso para que lo puedan mirar e indicarme como solucionarlo.

844
christina.d
2 years ago
J
JaapRozemeijerBeginner
asked in Troubleshooting
Google Ads error: Could not send the offline conversion, unsupported version.

Hello we get a message zapier that there is an error in our Google Ads Offline Conversion tracking. The message is it that: AdWords API which you are accessing has been discontinued, use the new API. Where is the solution to solve this? Is it in Ads or in Zapier? 

1559
christina.d
2 years ago
R
rachhBeginner
asked in Code & Webhooks
Line Item Discounts not matching in Salesforce

I am using “Run Javascript” to send line item info from Shopify into Salesforce. For the most part it works but my issue now is that it is putting the shopfiy line item discount on the wrong line in Salesforce. I am using the following field from Shopify to send the total line item discount over to Salesforce:Line Items[] Discount Allocations[] Amount Set Shop Money AmountI think part of the issue might be that Salesforce orders the lines different in Salesforce but I’ve never noticed so much of an issue with other product data. I need to make sure that the proper discount is being applied to the right line. I thought I was accomplishing that with the Run Javascript action. Is there anyone out there that can help with this? 

80
R
2 years ago
C
Casey84New
asked in Troubleshooting
Slack channel_not_found Error, even though I know channel exists.

I created a Zap that will send a notification to one of about 50 market channels in Slack when a new row is found in Snowflake. The channels are all public, and are set up like #mkt-dco-submitted. I have the mkt abbreviation as one of the fields in the query, so it will route the message to the correct market’s channel (ie. #atl-dco-submitted).The problem is, about 20 of the markets return a  channel_not_found error in slack when the bot runs, and I have no idea why. I checked the channel spellings, made sure they are all public, and cant seem to find a reason some would be detected and others wouldn’t Any help would be appreciated!

23741
christina.d
2 years ago
C
csteigleNew
asked in How Do I
How do I create a PDF of the invoice, name the file with customized formatting, and email the corrected PDF file to MS Office 365?

I’m looking to automate the monthly retrieval of invoices made on my purchasing card and could use advice on how to set up something like:Trigger: Invoice is createdNext Action: Create a pdf of the invoice and name the file with customized formattingNext Action: Email the correctly named pdf to my Office 365 account 

371
christina.d
2 years ago
I
IBERIARECNew
posted in Troubleshooting
Facebook Lead Ads Error: Failed to create test lead for the specified leadgen form

Hello, I am having problem with creating the zapFailed to skip testing for Facebook Lead AdsError while retrieving: Test Lead Creation Failed. Failed to create test lead for the specified leadgen form I have done the form 3 times and not working. Thanks for the help

2301
christina.d
2 years ago
I
itrampBeginner
asked in How Do I
Clickup task changes trigger Slack Message

Hi everyone,I’ve just gotten a case.Imagine, there’s a TEAM, TEAM has 5 people, they names are A B C D E F.In Clickup there’s a lot of tasks, and A is assigned to one of them with 10 other people outside the TEAM (A B C D E F)And now IF that task has changes (new comment, new status) then the person from the TEAM, who is assigned, will have a message in Slack like “Hey A, the task you’re in has changes, click to check it”And the message will be sent only to person, that is from the TEAM, not to the others who are assigned to the same ticket.Would be possible to create something like that?

1712
jesse
2 years ago
D
DotlabNew
asked in How Do I
Updated deal in Pipedrive should check and update google sheets rows

Hi all, We have a Google Sheet with multiple rows and new rows are added each time a new deal is processed. I want to update a Google Sheet row when a deal is not new, but updated on ‘Status’ or on ‘Value’ in Pipedrive. Therefore it is not the same row each time, but it can be row 1 today, row 485 tomorrow and row 2932 the day after.Organisation, Source & Owner remains untouched and unchanged as values. I don’t understand the logic on how to get this in a zap. I tried working with lookup, but really don’t understand how to lookup up the correct row and then to update the correct row. So for example status deal is open, we have won the deal so change the status to won. Value was changed from 1k to 2k. Both I want to update at the right row. Thanks for your help.  

732
jesse
2 years ago
C
contextuNew
asked in How Do I
How do I download an external URL hosted by sftp and import into a Google sheet on an ongoing basis?

I have an external facing file that needs to be downloaded into Google Sheets on an ongoing basis.  The file is on a non-Google client server.  I want to be able to have this process trigger once per hour - Downloads csv file from urlFile gets parsed into existing Google SheetThe file each time replaces everything in the google sheet except for the headers.  There are 2000 lines of data in about 12 columns. The Google Sheet shared URL cannot change.   

2752
jesse
2 years ago
N
nfdesignBeginner
asked in How Do I
email auto reply send to the replyto address and not the from address

We are using proton mail and I had hoped that the filter with auto reply would suffice for the needs we have but it seems to not use the replyto address when sending an auto reply.Basically we receive many e-transfers and the subjects are all the same at the beginning, they all have a generic from address and they have a unique replyto address. We need to be able to setup a simple auto reply to reply to these emails replyto addresses as they come in. Is the IMAP Zapier function a good place to start and can it specify to auto reply to the replyto address and not the from address?Thanks for any help on this!

4903
jesse
2 years ago
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