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28289 Topics
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EliteSuppsNew
asked in How Do I
Is it possible to push Klaviyo segments into Google Audience Manager (custom list)?

I’m looking for away to automatically push segment lists in Klaviyo into Google Ads Audience Manager to update Customer lists on a monthly or bi monthly basis. Is this possible through Zapier?

1
SamB
Community Manager
2 years ago
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chatterpaintNew
asked in How Do I
How to import Square tips into Wave?

I’m creating a zap for each Square sale I make to import into Wave. I was able to link up every thing except for tips! Is there a way to integrate that into my zap, or add on custom fields or something besides the standard fields that the zap automatically requires?

1
christina.d
2 years ago
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oscafiverrNew
asked in How Do I
Woocommerce to Firebase/Firestone problem with Path

Hi I currently have a enoying problem with firestone setup.My Zap is Woocommerce New Order → Create new record in firestone.Woocommerce setup is DONE! But when I try to config Firebase I have a problem with “path”. It is appears this message.Really I don´t know how to solve this problem, if you can help me, I appreciate it a lot. I attach this imagesThanks.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. 

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christina.d
2 years ago
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natucateNew
asked in How Do I
PDF Monkey integration problem with line breaks

I wanted to create a nicely formatted PDF document out of Typeform answers. For that PDFMonkey seemed pretty nice. Unfortunately I hit a problem with multi line (long_text) answers in PDF. They get sent to PDFmonkey with a line break which causes PDFMonkey to complain that json in unprocessable. This is strange, especially as when you ask typeform api directly it returns json with stripped new line characters. I could of course reformat every longform answer using formatter, but as my forms are very long, it would be a very tiresome task. Do I feel correctly that this is kind of a bug in zapier/pdfmonkey integration? Is there some other workaround I don’t see? 

10
christina.d
2 years ago
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Financial AdminBeginner
asked in Troubleshooting
"Provided dataset is not valid" error when trying to create lead in Pipedrive

Hello there, while i try to create a Lead in pipedrive from my funnel data i receive this error message while testing:provided dataset is not valid "amount" is not allowedBut i can not find any field thats linked as “amount”.The only field i am using a number from the funnel is the credit sum, but this is just a number right?Does anyone have information what is the issue here? Thank you all, best regardsChris

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christina.d
2 years ago
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baldasNew
asked in Troubleshooting
Wordpress New Post trigger: “403 Post Status Forbidden” error

Hello, good afternoon everyoneI am trying to setup Zapier on my current Wordpress project and I can't because Zapier is throwing me some error when I try to select a Post Status (that sould return on the dropdown the values "published...")Have you guys faced this error before? 

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Troy Tessalone
2 years ago
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IvanStaykovBeginner
asked in How Do I
Create Google Doc From Zoho CRM using Zapier

Hello Zapier Community, I have the following quesion. I want to create Google Docs using Zapier from Zoho CRM, Quotes Module.I have managed to use Google {{tags}} successfully but I cannot seem to solve one final hurdle.If the quote has more than one product line I am not able to export each product line in a separate line in Google Docs. Lets say: In the quote I haveProduct 1 - Price 1 Product 2 - Price 2 In the Google Docs Template I have{{Product}} - {{Price}} When the Zap runs I getProduct 1 Product 2 - Price 1Price 2 Instead ofProduct 1 - Price 1Product 2 - Price 2 Basically it does not create a new line or does not populate a new table line for each product, but combines them together into one field. Anyone has any ideas how to solve this? We have quotes with 15 lines or more. Thank you!Ivan

2
I
2 years ago
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Collingwood FoundryBeginner
asked in How Do I
Set date in Find Event (Google Calendar) to be current month

I have a reoccurring monthly event that I’d like to add new customers to, however I only want to invite them to the current months event. How do I get this step to find THIS months event and not previous or future events? What do I put in the Start Time / End Time field?

1
Troy Tessalone
2 years ago
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VW BeatRouteNew
asked in How Do I
Zap Not Trigering for New live Chat

The zaps purpose is to add lead to CRM from chatbot (Chaport) and submit conversion to google ads in case it came from one of the ad campaigns.The zap has worked in the past and is working while testing, however when there’s a live chat it does not triggers.  Any Idea how to fix this?

2
christina.d
2 years ago
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TraceynNew
asked in How Do I
Adding personalised calendar from zoom into ActiveCampaign

I am using Active Campaign automation to send emails to people that have registered into a webinar hosted on Zoom.  I would like to include the add to calendar button information into the email but havent been able to link them as yet.  Any ideas? 

2
Satya09
2 years ago
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TedWBeginner
asked in How Do I
Filtering `New Lead Created` trigger by registrants lead source

Hi,I’ve been looking at creating a Zap to create a Webinar Registrant in Zoom using the New Lead Created trigger in Dynamics.The problem is, I want to filter on what type of Leads can create a registrant. We have leads coming in from a large number of sources, but obviously, I only want leads related to registering for that particular Zoom event to create the registrant.Does anyone have any suggestions or experience with this? ThanksTed

7
christina.d
2 years ago
Sophie B.
Sophie B.Beginner
posted in How Do I
How do you handle PDFs with Zapier?

Hi Zapier Community! I’d love to know how everyone uses PDFs in their Zaps today (or how you would like to).  A few questions to get the convo started.Do you use Zaps to:Generate PDFs (e.g. certificates, invoices, etc.)?  Fill data onto existing PDFs (e.g. government forms, releases, etc.)? Send signature requests?  Attach PDFs to CRM records or emails?  Some other use case or is there something you wish you could do that you can’t figure out? Full disclosure: our company, Anvil, just released our first Zapier integration (yay!).  We think a lot about data portability and PDFs. PDFs are super interesting because they are so “locked up” and therefore both a perfect and tricky challenge for Zapier.   Looking forward to hearing your thoughts and experiences! Moderator note: External website links removed.

2
PDFMonkey
2 years ago
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Archie1Beginner
asked in How Do I
Is there a way to create a Zap to do something when I save a page as a bookmark in my browser?

I’m new to Zapier, and wanted to know if there’s any way to trigger a Zap when I add a webpage to a specific favorites folder on my browser (I mainly use Chrome).I have different URLs that I am organizing in a database. Currently, I save the webpages as bookmarks, and every so often I download my favorites as a JSON file using the Export History/Bookmarks to JSON/CSV*/XLS* chrome extension, which I open as an Excel file, and then copy the URLs that I want into my database.I wanted to know if, using Zapier, I can automate some of this process, particularly to automatically add the pages I save as bookmarks to an Excel or Google Sheets file, or some other way. Any ideas or solutions are appreciated. There is very possibly another solution to this that I am not thinking in terms of.

2
Satya09
2 years ago
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EdithNew
asked in How Do I
Creating zap for online store - shippo - courier

Hi New to e-comm. I want to create a zap for orders from my online store to Zappier to Shippo to my chosen courier.  This is proving to be very technical for me, please help.

3
Jillian
2 years ago
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OnokoBeginner
asked in How Do I
How to fetch Slack Id from the row that's been triggered in Gsheet?

Hey guys, I’m quite new - I’ve set up a zap where it gets triggered when a row is updated in a Gsheet.I’m trying to send notifications via DM in Slack and I need the Zap to fetch the users’ Slack ID from the same row that has been triggered. I’ve tried choosing ‘Pick username’ → ‘Custom’ → and chose the column but it says ‘No data’. (Screenshots provided below)Any idea how to fetch the Slack ID from the same row that has been triggered?      Red - Trigger; Blue - Slack ID 

2
Troy Tessalone
2 years ago
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LimiBeginner
asked in How Do I
How to Use Zapier and Patreon to send out license keys?

I need help/ideas figuring out how could I setup a zapier or workflow to delivery a License key after a purchase. The payment will be done by patreon.The keys need to be delivered by email, or via patreon private chat.

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Troy Tessalone
2 years ago
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Joe NicassioNew
asked in How Do I
Adding a lead in Kartra and tagging

I’m running Facebook lead ads.i can create a zap that adds the nail and Email, but how do I add a relevant tag in the same zap?

1
Troy Tessalone
2 years ago
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aklinaBeginner
asked in How Do I
Send Daily Email Check-Ins to Clients with Google Sheets

I would like to offer my clients daily email check-ins for accountability and am trying to find a way to automate this. I created a google sheet with their name, email, email frequency, and goal. I have a zap created using the schedule trigger to look up a row by email frequency (“daily”) and then generate and send an email in gmail asking the client how their goal is going. The test row is working two days in a row now, but it looks like it will only perform the zap for one row as when I added a second row it completely ignored it and is still only running the zap for the test row. Any ideas on how can I get this to run for all matching rows in the given spreadsheet?

1
Troy Tessalone
2 years ago
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misha-bwNew
asked in How Do I
Revolut Business amount data does not include FX fee

Hello,Using the trigger New Transaction in Revolut Business, the data received for “amount” is always the amount before fees, where a transaction fee has been applied by Revolut (exchange fees).There does not seem to be any data field with the full amount nor the fee itself.So the data pulled in does not match completely real account movements.Thanks. 

2
M
2 years ago
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ThatOneGuyNew
asked in How Do I
Subscription Link to Prompt Card Details

I’m trying to automate the subscription management portion of my business. For contracts, I’m able to add a row to a Google Sheet, and I can get eSignature.io to send a service agreement to the client via email. This works great.For payments, I use Stripe. Currently, I ask the client for their card info via phone and manually add each client and set them up on a recurring fixed-cost monthly subscription. This is time consuming and annoying. My goal is to eliminate the need to: 1) ask the client their card information via phone 2) EVER log into Stripe to create a new client profile and/or create/update/cancel monthly payment subscriptions. My current apps are Google Sheets, eSignature.io, and Stripe. I’ve been experimenting with all the triggers/actions between these and I haven’t been able to find a solution to my problem. Thoughts:Is there another “action” app I need to add? Is there one that sends an email to the client that prompts payment information, and is able to integrate with

2
T
2 years ago
danielajk
danielajkBeginner
asked in How Do I
How to automatically assign a contact to a deal (within Hubspot)

Dear Zapier Community,I am trying to automate the automatic association of a contact to a created deal. What I have done is create two sales pipelines for which I have automatically created Deals via the Zapier integration from contacts that came in via a Hubspot form the past weeks (so existing contacts in Hubspot). The creation of these deals from the contacts (based on a contact property change) worked. But I now have the problem that none of my contacts are associated with my created deals. For context, my business does not operate with other businesses/companies but with private individuals, therefore the deal name is equal to the contacts first and last name. I have tried many versions through zapier but the issue seems to be that the automatic association from a contact to a deal cannot be resolved through the zapier options. Any idea how I can automatically assign my contacts to the created deals so I do not have to do this manually each time? Or if I may be missing an importan

31
S
2 years ago
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Shawn_LBeginner
asked in How Do I
Alternative to using Importrange on Google Sheet?

Looking for an alternative to Importrange when performing formulas on data imported to Zapier. Importrange is slowing down my sheet to the point of almost being useless. Here’s some context:Using Zapier to create new spreadsheet rows. It creates rows in sheet 1. On sheet 2 I want to perform various formulas using the imported data.So on Sheet 2: Cell A2 I have  =if(sheet1!A2=”A”,1,0)Cell A3 I have =if(sheet1!A3=”A”,1,0)and so on down the page. When Zapier creates a new sheet those cell references automatically move. So now when Zap creates new row 3 in sheet 1 that formula in sheet 2 A3 automatically switches to referencing A4. (Or for some formulas it just breaks and gives you a #ref).I could used fixed references ($) but that would prevent me from copying the formulas down the thousands of rows.The only solution I can find to keep the references pointed to the right place and not move is to copy all of sheet 1 using importrange. The problem is it makes the sheet very slow. Any better

2
S
2 years ago
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Eric JeeBeginner
asked in How Do I
How to segment Clickbank buyers in Getresponse with Lookup Table

Hi there Zapier community.  I want to automatically sign up buyers of my Clickbank products to the corresponding GetResponse lists. For example: - Buyer buys Main Product => gets signed up to List A- Buyer buys Upsell 1 => gets signed up to List B- Buyer buys Upsell 2 => gets signed up to List C Here are the steps in my zap: Trigger (New Test Sale In Clickbank) > Action (Lookup Table) > Action (Find List in Getresponse) > Action (Create or Update Contact In Gertesponse).  After created the Lookup Table, I selected “Line Item Data Item No” as my Lookup Key. Then on the left side of the Lookup Table (key), I listed all of my Clickbank products item no. On the right side of the Lookup Table (Value), I then matched each Clickbank products item no with respective designated Getresponse list. I tried plugging in the Getresponse list token, list ID, and list name… But the output data kept showing “Output: No Data”. And everything just didn’t work. What is the part that I mis

2
E
2 years ago
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jelsmithNew
asked in How Do I
Microsoft Forms to email

I’m looking for a way to connect Microsoft Forms to email. Yes, I know the owner of the form gets a notification when a response is submitted, but I’m looking for a way to send the response to different people based on responses in the form.  I don’t see Forms in Zapier at all. I do see that Forms puts responses in Excel, but it seems to be a downloadable Excel sheet, not Excel online. So I’m stuck. I realize the obvious answer is to not use MS Forms at all. But I’m looking for something that requires the user to be logged in with Microsoft within my organization to submit a response. I’d appreciate any ideas!

2
J
2 years ago
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PHCNABeginner
asked in How Do I
Detecting CRM Contact Duplicates with ZAP

Hi everyone!I’m new to the community and to ZAP overall.I’m trying to create a ZAP that captures information via an online form and generates Contacts in my CRM (D365). The first step that I must have for this ZAP is so it searches for duplicates (using e-mail address) within my existing database before creating a new record. How do I generate this step?Thanks a lot!

4
S
2 years ago
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