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28678 Topics
B
BPIBeginner
asked in How Do I
Microsoft Dynamics 365 - 401 error when connecting account to Zapier

Dear community,We are trying to connect our Dynamics 365 (Sales & Marketing - Cloud) environment to Zapier.When creating a Zap, we are constantly getting a ‘Got 401 calling GET https://disco.crm4.dynamics.com/api/dicovery/v9.0/Instances, triggering auth refresh.’With several other Dynamics 365 environments that run on the same version (9.2.2xxx) there is no problem at all. We've allready reviewed all our Azure AD configs, added several additional licenses & security roles but nothing seems to solve this issue.Any toughts, experiences or guidance on this?I would be for ever greatful! Best Regards

9
christina.d
2 years ago
D
dean.lederleNew
asked in How Do I
Round Robin for Facebook Leads to two different Google Sheets

Hi Guys,I need to create the following zap and need some help in doing so:Lead from Facebook Sends lead to Google Sheet A Sends next lead to Google Sheet B Sends next lead to Google Sheet A Sends next lead to Google Sheet B And so on. Your help will be super helpful. Thanks!

3
Troy Tessalone
3 years ago
G
GroomBeginner
asked in How Do I
Integrating two apps that aren’t on Zapier

Hello, I am not familiar with Zapier. We would like to integrate two apps that are not yet supported by Zapier. What is the first step i should take?The goal is, when new information is added to the first one we would like it to appear on the second app too.Also, there are some informations we would like to move from the second app to the first. Shall I create another integration or Zap? The integration should be real time.  Any help will be appreciated!Thanks

4
G
3 years ago
A
adrianschulzBeginner
asked in Code & Webhooks
Lead to Deal conversion via Zapier

Is there a way to create a Deal but first “look” to see if a “Lead” exists then convert it? In other words, I need a way to convert LeadsInbox lead to a Deal via a automation ie. Zapier

3
A
3 years ago
T
tioBeginner
asked in How Do I
Trying to connect two forms together: Tilda to Google Sheets to Hubspot

Hello,we use a website builder called Tilda that has the ability to connect the output of their forms directly to Hubspot but also can connect google sheets to the output of the forms.Since the phone number format they put out is the wrong format in hubspot i created the following Zap:   So basically what it does, it creates a new row whenever someone fills out the form on my website (tilda). After that it formats the number to an e164 format and creates / updates a contact in hubspot. My sales funnel consists of three steps and two different forms. The first one is a pop-up and the second form is a different site / link which comes, whenever a lead fills out the first step. After they filled out both forms they can book a meeting via calendly. So when a lead fills out the both forms, two new Spreadsheet Rows are created by tilda (website) and trigger my zap:Here is an example: the first 3 columns (name, email, phone) are part of the first form the columns after that are part of the se

4
T
3 years ago
A
andreaiNew
asked in How Do I
Data validation is deleted from Google sheet when new row created from Typeform

A new row is created with the responses of my Typeform, so far so good. However, I have a data validation in a column that is not being filled automatically and it keeps disappearing when the row is created. Is there any way I can keep the data validation in that specific column cell when creating a row from the form responses?

1
robschmidt
3 years ago
S
selsrogNew
asked in How Do I
Single zap webinar registration integration

Hi,I'm looking for a webinar platform integration which would enable me to create one Zap, and be zapped when a webinar registration occurs (for all current and future webinars).Besides GoToWebinar (which we no longer want to use), all other webinar platforms I tested (WebinarGeek, Demio, WebinarJam) need a zap per webinar. Which of course is not handy...Any suggestions?Regards,—Roger

1
robschmidt
3 years ago
B
BcrewNew
asked in How Do I
Create an appointment in dynamics 365 crm when a calendly record is created

I want to create a contact (figured this out) and an appointment in Dynamics 365 crm, everytime someone creates an appointment in Calendly.

1
robschmidt
3 years ago
M
MateoDailyNew
asked in How Do I
Line Item in an Order in WooCommerce - generate invoices based on Specific product (Quickbooks)

Hi,Will the ‘Line Item in an Order in WooCommerce’ trigger allow me to generate an invoice for specific products? Here is what I need:We sell multiple product categories on our website (example: butter, shoes) I only want Zapier to generate an invoice in Quickbooks if a certain product is order is create (shoes).Is this what the  Line Item in an Order in WooCommerce trigger can do? Thanks!

1
Troy Tessalone
3 years ago
M
MateoDailyNew
asked in How Do I
Free WooCommerce plugin

Hi, Is there a free plugin to connect Zapier to my Woocommerce shop? Thanks,Matt

2
nicksimard
3 years ago
D
Daniel Ben-AmotzBeginner
asked in How Do I
Intercom actions need improvements

Hi there,We’ve been using Zapier for a while now and utilizing it’s integration with Intercom yet we’ve been experiencing issues that are caused because the current Zapier actions need to change. The main issue is because there are users who have multiple User ID’s under a single email address. So there are actions where a user can be updated using both email AND user id and some that don’t, causing an error and preventing the zap to perform the desired action (attached photo below):  

5
SamB
Community Manager
4 months ago
B
bdyoniNew
asked in How Do I
SQL Server - use stored procedure instead of view

Hi,is there a way to use a stored procedure to get data instead of providing a view or table name?i tried using custom but was not successful, maybe syntax was wrong.Did anyone get this to work?Important: Im trying to pull data and not to update data. 

1
M
3 years ago
N
NEWTONSNew
asked in How Do I
Create weekly prompt to send out birthday card to contacts in HubSpot

Hi, we are trying to create a system that takes date of birthday from contacts (new and current) in HubSpot CRM throughout  year and issues a 'card writing to do list' via email once a week to prompt a number of cards to be sent out that week to customers/members/friends.  1. Date of Birth held in CRM.2. Anniversary of date of birthday of all CRM contacts within 7 days.3. Any contacts name, address and date of birthday sent in a single weekly email to prompt card being sent.  Other info.  We use a remote freelancer to write and send the cards so they arent connect directly to CRM contacts. We need to physically send the cards from our own office as opposed to using a web/app service to send out cards so we can build on the system and send out gifts as well.  Any ideas?               

2
SamB
Community Manager
3 years ago
M
MarcoGarciaCOONew
asked in How Do I
connecting shipsation to google sheets

Hello, I need to create a zap where: Order is imported to Shipstation from a selling channel. The order data exports to Google sheets - The issue is in this part. When an order has multiple SKUs such as the example below: Mod Note: Image edited to obscure personally identifiable information.   Only one SKU exports to my Google Sheet, as shown below:  So my question is, how do I make it so that all the SKUs in the order are exported to my sheet? Thanks in advance. 

1
Troy Tessalone
3 years ago
S
Sergio DuqueBeginner
asked in How Do I
System to Mark leads with a YES or NO and If Yes, send them an Email

Hi Zap Community, 1. In a nutshell, What I’m currently doing with current Zaps is the following: This is what I’m already automating with zapier:Lead Fills a Form on the website Requesting X benefit  and is sent to SheetsLead Form information is received by me via emailI send an automated email to the Lead letting them know we received their form application This is what I’m currently doing manually:I send an email to the lead, confirming whether or not their request is approved or not 2. This is what I’d like to do/automated: Basically, Automate part B from previous point.I would like to send each of the Leads Info (That I also receive via email),to another app that somehow allows me to view the lead info,and If I consider its approved or not, for me to Mark with a Check, or an “X” or a Tick, or click a YES/NO text. And If I click any of the options;If I click on the “check”, the Positive email response is sent to this lead. If I click on the “X”, then the leads receive a Negative res

3
S
3 years ago
P
PaolonBeginner
asked in How Do I
When a downgrade becomes effective?

Hello i had a plan with 20k zap and downgraded it today a 2k zaps. However as i pad for the 20k zaps i was expecting my 20k zaps to be accessible for 1 month at least. The fact is that now i see only 2k zaps while i just paid $260+ to Zapier for 20k zaps.  Anyone knows if they are refunding the 18k zaps or if this is a glitch in their zap counter?

2
SamB
Community Manager
3 years ago
M
Morkus
asked in How Do I
Upload file to s3 from HTTP POST

If I use the Web Hook as the Zap’s trigger, can I somehow save the data I POSTed to the webhook URL to an AWS S3 bucket? The S3 bucket wants a file, not just text fields, so I’m not sure how this would work.Maybe Zapier has a way to create an intermediate file?Perhaps there’s a better way to do save text data to an S3 bucket?Thanks

2
M
3 years ago
B
BHVANew
asked in How Do I
Schedule Zoom for someone else

My client wants to use Zapier to schedule Zoom meetings for the team, under each of their user accounts. I know Zoom will let you give scheduling privileges for someone to schedule as you, but it seems like Zapier will only create the meeting for the Zoom account as a whole. Is there any way to do this with Zapier, via webhooks or anything even?

1
Troy Tessalone
3 years ago
E
editaBeginner
asked in How Do I
Tag the lead in Kartra when an email received in Gmail

I need to tag a lead in Kartra when I receive a specific email to my Gmail inbox.Trigger:An email comes from a specific sender The email has a specific subject The email has certain words in the bodyAction:Assign a tag to the lead in Kartra based on the lead’s email address in the body of the email received in the Gmail inbox. Record the first name, last name, phone number and country for the lead in Kartra by taking them from the body of the email in Gmail. I can’t see how to parse email subject or lead’s email address from the Gmail email body. I did play with labeling the email in Gmail and getting by that label. But sometimes multiple emails are sent for the same lead in that label at once if the lead also purchased the bump order and/or upsell. I only need to action on the first email. Not sure if the following emails get actually labeled. Anyone can help? Thanks! 

2
E
3 years ago
R
RomitNew
asked in How Do I
WebinarJam Action Events not showing

How do I trigger a new subscriber in a list on ActiveCampaign with a ZAP that automatically creates a registrant in WebinarJam?Under WebinarJam there are no action events showing?

3
nicksimard
3 years ago
JamesJosephFinn
JamesJosephFinnNew
asked in How Do I
Update post in WordPress when Google Sheet row is updated

Hello Community!Regarding this workflow:https://zapier.com/apps/google-sheets/integrations/wordpress/242227/post-to-wordpress-with-updated-rows-in-google-sheetsIs this designed only to create new WP posts from an updated G-Sheets row?That would not be ideal, as we would like the URL to remain the same.Only adding a new row should generate a new post.What would be your recommended workflow to achieve this?Thanks everyone!

1
Troy Tessalone
3 years ago
F
FlopbotBeginner
asked in How Do I
Re-run a Zap that occurred while my Zap was turned Off.

Greetings,I don’t see an obvious way to do this?  I turned off my zap (Square > Google Sheets) for about 5 minutes.  In that time, I know for a fact that a trigger event occurred (a sale); however, I don’t see any record of it in the Zap History.  There’s nothing “failed” waiting to be rerun.This is not a problem with my Zap turning itself off, I was simply making changes to it.Is there a way to go back and rerun / search for missed triggers? Thank you!Chris

2
F
3 years ago
J
Jeff.deckerBeginner
asked in How Do I
Autofill Google Docs Template

I have created a template document in Google Docs for purchase orders.  I am trying to populate certain fields on the document with data from Pipedrive.  However when I attempt to use the create a document from Google Docs template zap I do not have the option to replace the fields.  I have each of the fields defined in the google doc template in this format {{client}} {{date}} etc.  See image.is the issue the fact I have the fields inside of tables?Any help or direction would be greatly appreciated.  

2
J
3 years ago
patrickmast
patrickmastBeginner
asked in How Do I
Link to Instagram post

I’m building a ZAP that posts my latest Facebook post to Instagram (business account). This works just fine. But now I need to find the URL to the just created Instagram post. All I get back from Instagram is the ID from th epost.How can I get the URL to the Instagram post?Thanks!Patrick

5
Troy Tessalone
3 years ago
J
JohnDoe12345New
asked in How Do I
How to filter replies to a Slack thread based on contents of the original message thread?

I’m trying to create a zap that automatically responds an out of office message to tickets that belong to me and are further commented on while I’m gone. I’m using Halp which is slack integrated. The slack integration structure is:Message in channel w/ basic info including who the ticket is assigned to All subsequent discussion/comments regarding that ticket are made as replies in that threadSo basically what I want is:When new messages are posted to the channel Check that the ticket is assigned to me (Which can be found in the original thread) Respond with Out of Office messageThe only issue is that when threaded responses are created and then filtered, there’s obviously no data within that response detailing who’s assigned to the ticket. That can only be found in the parent/original thread.I’m thinking it would be something like searching slack for the original message via something like the thread timestamp but that’s obviously not something Slack supports so I’m not sure how I woul

1
M
3 years ago
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