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30295 Topics

Beatrice26Beginner

asked in Troubleshooting

Integrating WooCommerce with a course platform

As someone recommanded, I bought the plugin WooCommerce-Zapier.Then connected zapier to zenler- so far ok. Managed to include 4 of my courses. Test was ok. But now I sell something else as well, and I get 4 mails each time. (As it doesnt find the user)I understand, as the trigger is “order” - this is wrong- but I don’t see how to change it.Someone got a course, and it did not work and I had to add it manually. What would be the best way to fix it?Wrong purchase? Would it have been better or necessary to get the Zapier professional including all the apps? By the way, I did research myself, couldnt find the answers. Thanks for helping (I appoligize, as english is my second language.)

asked in Troubleshooting

Separating DocuSign Signer Information

I’m using DocuSign Completed Envelop as the Trigger.When I Find New Record in the test step, it pulls my latest signed contract and has each signer separated out with their role. But when I try to use the information from DocuSign trigger in an action step, all the names are in 1 field, all the emails are in 1 field, and all the roles are in 1 field - so not at all what the test result output shows. I need to pull just the HomeOwner’s name and email. They aren’t always the 3rd signer so I can’t just split text and return the 3rd position. Is this a DocuSign issue? Zapier issue? I don’t understand how the test result shows it the way I need it but then I can’t actually pull or filter by that information.

Colezes11New

How can I remove Skool community access when monthly subscription is canceled on Kajabi using Zapier?

Hey! I am creating an automation to allow people to purchase a reoccuring monthly payment product on Kajabi to grant them access into my skool community. I have set up the automation to get them in, but how do I set it up so that when they cancel on kajabi, they also lose access to the skool community?

jedzttNew

How do I port address from Shopify pos to monday.com?

I’ve been working on this for 6 months or so now. The address from a shopify POS just won’t port over to monday. If you have any advice please help!!!!

71

2 months ago

R

RobbieMateriaBeginner

asked in How Do I

Assign an opportunity owner in capsule crm

I'm trying to create an automation that creates an opportunity in Capsule CRM, when we send a Quote to a customer from our quoting App called Quotient.When creating the Zap, I am attempting to assign the Opportunity Owner as the team member that sent the quote, which is value is taken from custom value taken from the test data pulled in from Quotient. However, when I test the zap I encounter the following error. Failed to create an opportunity in Capsule CRMThe app returned "user not found".Click on the Troubleshoot tab below or learn more in our help center. If I leave that section blank, the zap will enter the data as the Capsule CRM account that I have used to log in. This will assign ALL quotes that are sent from our 7 sales team members as being owned by the 1 user, which is not what we want. How can I make it so the opportunity is assigned to the person that creates the quote?

MaryeBeginner

asked in Troubleshooting

Help with paths

I just started with paths and i have a record called Affiliate that is populated from a form with one of two words, Affiliate or Ally. I have set up a zap that is triggered when a record is updated. I find that record and return the correct information. The record that is returned has Affiliate in the Affiliate record. As I step through the zap it automatically runs to the Ally branch. I have a statement that says If it is not exactly Ally reject it. As you can see the window supports that. How do I get it to try the other branch which asks if the Variable is Affiliate and runs down that branch? I have set up the same query on the Affiliate branch that continues if Affiliate Exactly matches Affiliate. Right now it just runs down the Ally path and stops

JaneThruNew

Zapier isn't pulling ClickUp Field "Task Type" into the Configuration tab

I’m building a Zap that creates a new task in ClickUp based on a new row in a spreadsheet. Everything is working great except one thing: I can’t set the Task Type in Zapier. I’d like to be able map one of the fields from my spreadsheet to tell Zapier to assign the task type. It seems like it should show up after I select the Space, Folder, List, etc, but it doesn’t. Does anyone know how to do this?

horacechanBeginner

asked in Troubleshooting

Can I use the same Telegram bot for multiple Zapier connections?

1 telegram robot, can do 1 zapier only?Can i use the same robot for different kind of connection?

155

3 months ago

MarikaBeginner

asked in Troubleshooting

Duplicate contacts in my Google Sheets

Hi, I created an automation that from Keap by adding tags the user enters an excel file.Example:The user to the user is entered the tag first year academy, by entering this tag, the user ends up in the excel sheet of the first year academy, at the same time, once he will go into the second year when I put the tag second year, this will result in deletion from the first sheet and entry into the second sheet. The only problem I am experiencing in this, that in the excel file there are a lot of duplicate clients, despite the fact that the tag is only put once. How can I avoid this?As the screenshot shows, my contact receives a tag and based on the tag then goes into the specific automation, where in turn vie transcribed into the appropriate google sheet and is deleted from the google sheet it was previously in. These movements depend on the tag it receives. E.g., new enrollment in the second year or a non-renewal. etc etc.

SHDNew

How do I integrate Fareharbor with Klaviyo using Zapier?

I’m very new to Zapier and want to integrate our tour booking platform Fareharbor with our CRM Klaviyo. I want to create a list of Fareharbor customers who have opted in to receive marketing communications to show up in Klaviyo so I can email them.There doesn’t seem to be an option for this but I can set up that when a new booking is made a new list is created in Klaviyo. However, in the settings, it’s asking for the Profile ID for the Klaviyo profile but I don’t know what that would be as they might not exist? Could someone help with this, please?Thanks.

143

3 months ago

P

psergiolimaNew

asked in Code & Webhooks

Titulo Failed to create a request in Webhooks by Zapier

invalid value for name (HTTP Status Code:400){ "name": "Board from Zapier", // Nome do novo quadro "idBoardSource": "FlI59qwe", // Seu ID do quadro modelo "key": "--API KEY REMOVED--", // Sua chave de API do Trello "token": "--TOKEN REMOVED--"}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.

asked in Code & Webhooks

Using webhooks in the frontend

Hello there,I have an angular app and I’m using Zapier for the first time. Is it safe to keep your webhooks inside the app (meaning on frontend) or should you use a server for webhooks?Thank you for your answers!

asked in Code & Webhooks

How to swap the order of a webhook get request

so i have a zap that issues a GET to an endpoint and returns with an array of objects.it then creates a new record in salesforce for each object. however the issue im running into is the webhook is pulling the newest object first and going backwards to the oldest pulled.i need this order to be flipped so its taking the last object first and creating records up to the newest one. How can i go about doing this?

asked in Code & Webhooks

Seamless ai to LeadConnector integration via zapier

I am using zap to import contacts from Seamless AI to GHL. But I am facing an issue that is one contact is importing at a time, then I have to reload the page wait for some time before I hit the find button in Seamless AI. Is there a way to import multiple contact at once.

How to calculate the total sum of a Zapier table column

Hello all. The thing I want to do is that I want to SUM up all the numbers in this specific column “Monthly Profit” on a Zapier table. I can’t just put them all as line items as this Zap will run everytime a new form (new month) gets submitted. So I can’t just do =SUM(row1, row2, row3) because a 4 will get added next month. I’ve also tried spreadsheet style of =SUM(“Monthly Profit”) ala Excel but it doesn’t work.Can anybody help me in figuring this out? Thank you.

trafficBeginner

How do I tag Zoom attendees and non-attendees in LeadConnector using Zapier?

HelloIs it possible to create a Zap from zoom to HighLevel?We currently use meetings in Zoom and could have 30 registered, and maybe 15 attend.We have automations running in Highlevel depending if they attended or not. Is it possible to tag the attendees with a specific tag, and tag the non attendees with a specific tag in Highleve;?

How can I send a summary from the "Vacation" calendar to a Slack channel?

Is it possible to automate daily sending of messages to a Slack channel with all Google Calendar events scheduled for that day (from one specific company calendar)? Not only with those that start on a given day. I would like to create a summary that would show all people who are on vacation/out of the office on a given day. A summary that would be sent as a message to users on a Slack channel every day at a specific time.

sakebanBeginner

Innovative Approaches to Automating Client Onboarding Workflows in Service-Based Businesses Using Zapier?

Hello Zapier community!I’m relatively new to Zapier but excited about its potential. I run a small service-based business, and I’m looking to streamline our client onboarding process. I've automated some basic tasks like sending welcome emails, but I’d love to explore more advanced, innovative ways to use Zapier to enhance the client experience during onboarding.Does anyone have creative ideas or specific workflows they’ve implemented that go beyond the usual tasks? For example, ways to automatically personalize client interactions, track their journey, or integrate with other platforms for seamless onboarding?Looking forward to learning from your experiences!

AutomatedVCBeginner

Affinity Organization Name and Primary Domain not being supported as fields for the "Field Value Changes" trigger

Hello everyone! I have a question regarding the Field Value Changes trigger of Affinity in Zappier. Are the “Organization Name” and “Primary Domain” fields supported by this trigger? After reading the documentation its not clear to me, and with manual trial and error I’m getting the error code Error code: Error while retrieving: Must specify a valid field Its seems like such a trivial thing to want to track these two fields that it surprises me that the Affinity integration doesn’t support them in Zappier, and for this reason I’m writing here to, hopefully, see if it indeed is not supported or it was a mistake from my end. Link to documentation I read:https://support.affinity.co/s/article/Affinity-Triggers-in-Zapier Thanks in advance!

152

3 months ago

A

alejoUNBNew

asked in Troubleshooting

Zap sends emails to my address instead of the specified recipient

That's it. I selected an address to send the emails to, but Zaps instead sends the emails to the address I used to sign up for Zapier. Data in doesn’t match with data out. What should I do?

154

3 months ago

Q

QueenOrionNew

asked in Code & Webhooks

Authentication error when attempting to make a new discord action

Hi!I’m trying to get an action that can pull a list of members from discord, filter by role and then send DMs to the people with a specific role.Problem is that I am constantly getting this error:name Error message Relay error: ['Authentication Data not found for auth_id 49754986 in the monolith db. This could mean that the authentication id in the request is expired or unauthorized for the user making this request.'] stack Error: Relay error: ['Authentication Data not found for auth_id 49754986 in the monolith db. This could mean that the authentication id in the request is expired or unauthorized for the user making this request.'] at file:///tmp/working/main.mjs:47:53 at process.processTicksAndRejections (node:internal/process/task_queues:95:5) at async notifyRoleMembers (file:///tmp/working/main.mjs:4:27) at async __WRITE_OUTPUT__ (file:///tmp/working/main.mjs:65:20) I tried testing an action that would just find my ID on discord - and

johanna5Beginner

asked in Troubleshooting

Output from multi-select returns only the first value

I have a Google Form multi-select that isn’t returning both selected values in my zap. The text to line step has the output I’m looking for:And when I use that output in the next step, it pulls it in just fine:Here’s the config for this step too;But then the output only returns the first value:I’ve checked the mapping is correct. Here are the logs for the POST on the last step:

boydbarBeginner

Create Subitems on monday.com

It looks to be a new feature in Zapier. But no examples of how to use this. And I can’t find any documentation at all…. I know it’s probably something simple that I am missing. But I can’t get it to make a sub item no matter what I try.Can someone give me an example of making any sub-item? Much much appreciated in advance

169215

3 months ago

C

coinvestNew

asked in Troubleshooting

YouTube error: The app returned The request is missing a valid API key.

Failed to create an upload video in YouTubeThe app returned "The request is missing a valid API key.".Click on the Troubleshoot tab below or learn more in our help center.show more

41

3 months ago

B

blinkyNew

asked in Troubleshooting

How to send only lead updates to facebook conversions api for facebook-generated leads

Hi, I’m needing to setup a Zap that sends lead status updates from my leads in Dynamics (that have been generated by Facebook Ads) back to the Facebook Conversions API using “Funnel Event” in Zapier.I think I have it working, but I notice it is also sending back updates regarding leads that originated from other places than just Facebook Ads.Does anyone know how I can stop that from happening? I’d prefer to ONLY send lead status updates (eg Qualified etc) back to Facebook in relation to Leads that we have generated via Facebook lead ads. Thanks

161

3 months ago

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