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30316 Topics
R
rich-idBeginner
asked in How Do I
How can I save tasks on my current Zap setup?

Hello everyoneSorry my english is not very good, and maybe someone has already answer to my question but i didn’t found out…Well my problem is “simple”, i’m new with zapier, but i’ve created a 2 zaps that can read / find some emails in a specific label on my gmail, and scrap URL on it and put this URL on a google sheet.The problem is that every day i have 20 emails in this box, with 10 urls, so the zap make find email = 20 tasks, scrap 10 urls per email = 20 tasks, and for every new url detected creat a new (multiple) row in the google sheets, so 200 tasks.Every day this zap use 240 tasks.Is it possible to reduce this number ?I thought use Zap by Storage, o python code to creat an array and add all the URL in one zap / creat row in google sheet… but if this action use tasks to collect before add in mass i dont save tasks. Any idea ?Best regards

143
Troy Tessalone
3 months ago
D
David DeanNew
asked in Code & Webhooks
Error Creating Custom Action in Zoho Books

I am trying to use Copilot to create a payment in Zoho Books.  But whenever I test the step, I get this error: Failed to create a create customer payment from shopify order (custom action) in Zoho BooksAn error occurred while running action 134510: Relay error: Domain did not match expected domain filter `*.zohoapis.com,*.books.zoho.com`. Copilot makes changes but the problem remains.  Can you help me with this?

6810
D
3 months ago
M
MlsharpNew
asked in How Do I
How can I auto-open and log in to a web page from specific Gmail emails using Zapier?

I have checked and emailed two companies in the hire a developer section to no avail, so I figured I would post here in hopes of getting professional help. I am trying to do the following:When an email comes in with a certain email address and subject line (I use gmail and chrome and firefox browsers only), I want it to open a specific web page and log into that page automatically. I am not good at this; this is not my profession, but I want to be ahead of the competition and do enjoy the challenge.Again, I have reached out to two companies that popped up in the “hire a developer” area to no avail. I am a single-person shop, so I would suspect the first step is not a complex process, but what do I know?I appreciate all the help. I do have a Zapier Pro Subscription. I am willing to pay for your time.

213
Troy Tessalone
3 months ago
D
dbeisNew
asked in Code & Webhooks
Triggering a Zapier zap via an api request

Hello,i have a zap that gets triggered by Heyflow funnel form submission.Is it possible to somehow trigger the same zapier but through an API request from curl or python for example?Reason i want to do that is for testing purposes.So i want to write a automated test script that once a day will trigger the zap through an API request with the correct body/data. That will force the zap to go through the steps/tasks. Then through the automation test i will check if the results of the zap are correct and complete the test.Thank you.

371
Troy Tessalone
3 months ago
D
DarynNew
asked in Troubleshooting
Date to Google Contacts - Phone Number not syncing on updated contact recor.

I have a google contact record creator and update zap from a program, called LendingPad. The zap was working great until a few days ago when the update google contact process removed the clients’ phone number in Google Contact. The data in is there, but it’s not appearing in data out. Any ideas?

224
SamB
Community Manager
3 months ago
T
timmetz-nlBeginner
asked in Troubleshooting
Problems getting Anthropic / Claude's Memory Key to work

I’m trying to use the Memory Key field to remember a conversation with Anthropic’s Claude across several steps of a Zap. In step 3 below, I include an interview transcript, which I then want to reference again in step 5.In both steps, I’ve set the Airtable Record Id as the Memory Key (the information is pulled from an Airtable entry). In step 5, I then reference the transcript I’ve inserted in step 3 in this way:“Take the INTERVIEW TRANSCRIPT provided earlier in this conversation and compare it against the output you generated earlier in this conversation.”However, as output from step 5, I get this from Claude:“I apologize for the confusion, but I don't have access to an earlier interview transcript or output from this conversation.”Is there anything else I need to do for this to work besides setting the Memory Key? For example, do I need to explicitly reference the key in the User Message field of step 5?Thanks in advance for your help. 🙏

3495
SamB
Community Manager
3 months ago
Kushal
KushalBeginner
asked in Troubleshooting
Quickbooks Integration Bug - Update Invoice (Allow ACH payments)

I’ve been setting up a Zap to trigger when a new invoice is created. The reason this is necessary is because we are importing our invoices, and for whatever reason, Quickbooks does not pull the customer’s email in, or enable any payment methods when you import invoices (integration, CSV whatever, doesn’t matter).I’ve got it all set up, and it looks like it should work. But I’ve identified a bug. I’m not sure if anyone has any ideas of how to get around this.I know that I’ve got this set up properly, as I can get the email to update from testing this zap.I first identify the invoice Then I tell it to update the email from the find customer action I ran before this step And in the same action I tell it to set “Accept Payment Via Bank Transfer” to “Yes” (True)​​​​​​​Theoretically, this would cause the Bank Transfer option to turn on and the customer email to be populated for the specified invoice, but when I test the zap, only the email populates. The Payment methods do not change at all.

856
SamB
Community Manager
3 months ago
K
kmcquaitbigacctNew
asked in Troubleshooting
Airtable accounts disconnecting

I have a lot of work flows that depend on automations triggering from Airtable record creation. Ever six months or so, all my zaps quit triggering until I log into Zapier and reconnect my Airtable accounts.Anyone know why these keep disconnecting from Zapier?I use more than one Airtable account and when it happens, it happens to all of them.  

602
SamB
Community Manager
3 months ago
S
stevenandrewNew
asked in Troubleshooting
QuickBooks Online error: Duplicate Name Exists; the name supplied already exists.

I am concerned becuase I have seen this issue in previous posts but have not seen a reasonable resolution… I am hoping a true fix has been identified. When attemptiong to create an estimate for an existing customer. I continue receiveing the error message       When the customer doesn’t already exist, the new customer record and estimate are both created as expect and this only occurs when the customer name/display name already exist. Anyone solve this issue before?

14510
SamB
Community Manager
3 months ago
P
pikapikaNew
asked in How Do I
Notion New Item in Database trigger doesn't include content of the page

Let’s say I want to write my tweets in a notion database and publish them to twitter automatically.If I write the text of my tweet inside my notion page content, there is no way to retrieve it in zapier. I have an 1. Object Page as show in @Danvers screenshot, in this post but I’ve not the text content of that page which is what I need.In the end the only thing that can be accessed are the database properties and not the page content, so I ended up creating a property called “text” and then added my tweet text in it, but it’s not really beautiful.It would be cool to have the possibility to access the text that is inside a page and not having to add a property.  

253792
SamB
Community Manager
3 months ago
S
shayanxyzNew
asked in How Do I
Can Zapier manage other modes of payment aside from Credit card payment via Stripe?

Hello all,we would like to use Zapier together with GravityForms. After submitting the form, a payment link is to be created - this also works so far.However, the problem is that on the payment page, only the credit card payment method is available. However, another payment method (giropay) should be displayed. In the Stripe dashboard, no payment methods can be managed for the Zapier API ("Zapier manages the payment methods for you - Zapier has not enabled you to manage payment methods from the dashboard.").Does anyone have a solution for this?

3398
SamB
Community Manager
3 months ago
J
JohnBeginner
asked in Troubleshooting
Hello Bar not pulling in all information

Anyone else having issues with hello bar?  It seems to only want to pull name and email addresses.  My Hello Bar form has name, phone number, and email address. When it saves to hello bar contacts list it saves in the following format(Name, Phone Number) under one column and (Email) under it’s own column.  The test function pulls the name, number but actual runs it only pulls the name.  it pulls the email fine. So everytime I get a lead I have to log into my hellobar account and copy the phone number over myself.  Kinda sux.

29421
SamB
Community Manager
3 months ago
E
erussoBeginner
asked in How Do I
Zapier & Harvest Integration - Set budget for Fixed Fee Projects

I’m trying to fill out the budget field in my Fixed Fee Harvest projects using Zapier.  I have a zap set up to create the project from a Monday.com trigger and in one of the columns I have the budget amount (“Numbers 0”). However, when the Harvest project is created the budget amount does not show up on the project details. Is there a configuration in the “Create Harvest Project” Zapier step to achieve a fixed fee project with a budget? The zap always creates Time & Materials project types. (Note: the test data doesn’t have a budget, but I’ve even tried to hardcode the field with an amount to troubleshoot and I still don’t see the budget filled out or a Fixed Fee project).  Please let me know if you need more information! Thanks.

1125
SamB
Community Manager
3 months ago
kristinh
kristinhBeginner
asked in Troubleshooting
Zoho Inventory to QuickBooks Online Zap: Not finding bundles

My zap is successfully sending invoices to QBO… EXCEPT for sales orders that include “Bundles” in quickbooks online. These are products that include inventory from several other products all sold together and are necessary for our business and inventory tracking. Is there a way to force the find product zap to find the bundle products as well as regular single item inventory?  The error:The errorQBO productThe item in Zoho Inventory sales order 

796
SamB
Community Manager
3 months ago
J
jvilla88New
asked in How Do I
Asana task moved to section triggers timestamp

Looking for the timestamp of when the task is moved into a section in Asana, to use in a future step. Is there a field in the pulled record for when the event occurred in Asana? Or is there a way to input that data into a field entry in a future step? Previously we were using webhooks to look for tasks moved into sections and used the ‘Events created at’ datapoint. 

122
SamB
Community Manager
3 months ago
B
ByronsgsNew
asked in How Do I
Issues extracting data from Fathom

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.Help! I’m having issues extracting the attendees’ email addresses from Fathom calls. The idea is to use those emails to look up for tasks in ClickUp and add the transcript to the tasks. What I do is extract the email address with a “formatter” and them move the addresses and transcript to a google sheet to separate the addresses, once I do that, I’ll formulate it within gsheet to separate the email addresses and put them into different cells so I can use them and look the task related to a client’s email address within the guest list.  The issue I’m having is that the entire string of email addresses ins not being added to the sheet, although is being picked up by the formatter, making the clickup steps not going through as the client’s email is not on the gsheet. Screenshots below Column G in the google sheet is t

282
SamB
Community Manager
3 months ago
C
cmdoganNew
asked in Troubleshooting
Microsoft Teams channel tags not working for Send Chat Message

This post was split from the topic: Hi @SamB,Just checking if there have been any updates around this topic?I am also experiencing a similar problem, however, I am using the ‘Send Chat Message’ option not the ‘Send Channel Message’ option.Based on one of your posts in this thread, the <channel> tag for the notification should work for the ‘Send Chat Message’ option, is that correct? If so, can you outline how I should use this exactly, is it within the ‘Message Text’ field in ‘Configure’?If so, I have already tried putting <channel>Name of chat</channel> but it didn’t work. I think there is also a bit of confusion around the definition of a ‘channel’ in Microsoft Teams. I do not actually have a channel set up, I have an existing chat.So I have also tried using the <at> tag but that didn’t trigger a notification either. Can you provide more information on the <user> tag and if that would work?If there is no popup notification that there is a new message in

794
SamB
Community Manager
3 months ago
V
Vako-svNew
posted in Troubleshooting
Creating Zoho Recruit record fails: Zapier shows missing fields error despite all fields mapped

Hello Zapiers, i am trying to create offer record in my Zoho recruitbut Zapier keeps telling me that i have an error that some required fields are not mapped or missing the value, but in reality all the fields are mapped and filled out, contacted support several times but never receive and answer, i also contacted Zoho support and they told me that issue is related to Zapier itself.Screenshot 1: https://prnt.sc/pchQpMnzXq5WScreenshot 2: https://prnt.sc/TvYYloWMrD0bTime and date fromates enterd in the module are from zoho docs, the format they accept.Any help will be much appreciated, thanks in advance!

113
ken.a
3 months ago
C
ClaireVNew
asked in Troubleshooting
Klaviyo: invalid input error when creating or updating profile

Hey there,  I have been trying to link purchases via a booking software (Hapana) > Zapier > Klaviyo and I keep getting an error message at the Klaviyo step: We couldn't validate this stepAxiosError: Request failed with status code 404 Zapier never asked me for a private API Key for Klaviyo just an approval to access information (Below)   Could this be the issue?  I’m also getting this error message when I try to run the test for the”Create or Update Profile” Klaviyo step:   Any help is appreciated - thanks! 

755
SamB
Community Manager
3 months ago
M
MitraisNew
asked in How Do I
Update dynamics 365 contact when RocketReach contact is updated

Hi,I am about to integrate RocketReach to Dynamic 365 CRM which is update Dynamic 365 CRM Contact when a Contact in RocketReach Contact is updated using Zap. Unfortunately there is only 1 trigger event i.e. New Contact. Is there another way to perform this?Thanks.

163
ken.a
3 months ago
bridgman
bridgmanBeginner
asked in How Do I
Starting point for interactive information app

I’ve been using basic Zapier functions for a while but I’m contemplating something more ambitious and I’m not sure of the best approach to start. I do have a coding background -- used to be a programmer -- but for the past 15 years I’ve been in the income tax services field.When we embark on preparing a return for a client, we almost always need some additional information. We do have an up-front questionnaire that tries to get as much data as possible but almost always we unearth something else we need -- an answer, a document -- as we work on the return. We send of an email with a list of questions, but clients don’t always answer everything or it comes back one answer at a time, days apart.I want to build an app that:Allows the staff member to add any number of line items to a list of missing information Save the list so it can be built over time Send a link to the client to view and interact with the list The client should be able to answer the question (text field) or check that t

71
Troy Tessalone
3 months ago
F
Farah KNew
asked in How Do I
How do I create a monthly invoices in FreshBooks?

Hello, I am trying to create this workflow: Have FreshBooks generate an invoice based on bookings made in Acuity Scheduling, however the challenge is that I do not want the invoice to be generated per booking, but rather a single invoice at the end of the month based on the client’s collective bookings for that particular month.  How do I go on about doing that?  Thank you!

163
Troy Tessalone
3 months ago
C
cwilsonNew
asked in Troubleshooting
Failed to create a registrant in Zoom: Required field "Email" (email) is missing

Failed to create a registrant in Zoom Required field "Email" (email) is missing. Required field "First Name" (first_name) is missing.I am receiving the above error. My configuraton: Data in:Test: I can’t figure out how to correct this. Thank you for any advice.

3713
JammerS
3 months ago
J
Justin ThurstonNew
asked in Troubleshooting
How to use images with the Zapier central ChatBot or access the Zapier central Slack

I recently discovered Zapier Central, which is a phenomenal tool. The chatbot I created claims to be able to provide images, but has never done so successfully. It seems to provide a random 404 link every time it's asked for an image. I'm trying to figure out if this is a bug, user error on my part, or simply a limitation of Zapier Central. I'd also like to know if I can upload a folder of images as a data source for my chatbot.  Within Zapier Central, there is a support button that directs me to chat with the devs on Slack to get support for Zapier central. Under the support button a link is provided that takes me to a Slack sign-in page. There are three sign-in options on this page. One to continue with Google/Apple, which I can't use because signing up for sites/services with my work email is not permitted by my employer. The second is to enter an @zapier.com email, which I don't have.  There is also a "Already have an account? Sign in instead" button. When I sign in using this butt

161
JammerS
3 months ago
L
LDNNew
asked in Troubleshooting
WordPress to linkedin: sharing full content

Hi all I am trying to build a share content zap on LinkedIn from a Wordpress “new” post that gets a publish status. The zap part all works but the issue I am finding is the excerpt is only exposed from Wordpress not the full content.Is this standard behaviour as calling a standard Rest API call to posts does exposed the content or something Zapier does not allow? 

61
JammerS
3 months ago
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