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28651 Topics
A
ajayanikarBeginner
asked in How Do I
Attach Gravity Form submission as pdf attachment to Salesforce record

I have a zap connecting gravity form and Salesforce, data integration is working perfectly fine.I am looking for guidance on how to bring completed form as an attachment to a Salesforce record ? is that possible ?Couldn’t find any knowledge articles around this topic, appreciate any of your inputs here. Thank you

1
robschmidt
3 years ago
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Jon HallBeginner
asked in How Do I
Find and return multiple rows in Excel

Hi, I have a Zap that looks for a row in Excel based off a date in a column. At the moment it returns just the first row it finds with that date in - is it possible to return all rows that have that date in the relevant column? Any help greatly appreciated. Thanks :) Jon

1
Troy Tessalone
3 years ago
S
stephyyyloveBeginner
asked in How Do I
Erro: Having trouble loading 'Notebook' data in OneNote

Hi Zapiers,I keep receiving this error when connecting my OneNote Notebook. I would like to integrate it with Smartsheet. Is this a permissions errors? I did research and found that the 404 error means not found. But this just seems like it could be more of a permission error. We’re having trouble loading 'Notebook' data (Got 404 calling GET https://graph.microsoft.com/v1.0/me/onenote/notebooks, expected 2xx.)Please advise. Thanks. 

3
Troy Tessalone
3 years ago
E
edgarphsBeginner
asked in Code & Webhooks
Response error to Webhooks POST request: The app returned "Could not find lead information to process."

I created a Webhook and Zapier pulls my websites information perfectly. However I am now trying to send that information to an API. I enter the URL and API Key and it connects but the problem I am having is that after I enter the Data with the correct field. I get a this error message: The app returned "Could not find lead information to process."Any idea why? I copy the exact Json field name to the correct string/name  

9
E
3 years ago
J
Jon HallBeginner
asked in How Do I
Lookup in Excel failing, row not found

Hi, I have a Zap that is trying to lookup a date in a column in Excel but keep getting the error ‘Bargle. We had trouble getting a matching find row. :-(Error details: Nothing could be found for the search.’ even though there definitely is an entry there it could be picking up. I’ve done a video at https://www.loom.com/share/8e04a5f458e34fc2b7132a871e2f5f26 if anyone might be so kind as to have a look and let me know if I’m doing something wrong and how I could get it working? Any help would be greatly appreciated :) Jon

4
J
3 years ago
J
juliapNew
asked in How Do I
Adding attachment from one Smartsheet row to another

Hi, I have a master “Project” sheet with 1 row per project.I also have a “Reviews” sheet that is used to capture form responses where multiple people submit a form with attachments for the same project (they enter in the unique project ID as a form question to link it all together)This results in lets say 4 rows on my Reviews sheet for 1 project on my Project sheet. I’m not worried about collating the data onto the Project sheet, I can do that. I also figured out how to get the Row ID from the Project sheet to be in a “Project Row ID” on my Review sheet (using zapier and index/match.)My issue is I can’t figure out how to move all the attachments from my review rows to all by moved/copied over from my Reviews sheet to the correct 1 row on my Project sheet. I tried using this zap:Trigger - new attachmentAction - Add attachment to rowThe issue is that when I select the row for the action, I can only see the “attachment” data but not the row data it was attached to (besides the Row ID, tha

2
J
3 years ago
D
davidsattaBeginner
asked in How Do I
Photos with cognito to google sheet

Hi all,I created a zap for cognito form with google sheet. In my form, there is a upload file field but the photos (link) doesn’t appear in my sheet.Can you help me?thank you

6
D
3 years ago
M
Maximilian DietrichNew
asked in How Do I
New Channel Message in Slack to Create Asana Task for every channel member

Hello there dear Zapier community.I was wondering if there is a possibility to create an Asana task for each member out of a Slack @channel message.For example, I made a video with a few steps, like how to use this app, etc., and sent it to a Slack channel. Now it would be great to create a task in Asana for every single (or selected) member, with the exact content as the Slack message.Does anyone have any experience or perhaps a solution for this issue? Thanks a lot,Max

1
Troy Tessalone
3 years ago
D
dlove93Beginner
asked in How Do I
Constant text and email reminders...

Thank you guys for your support! :)I'm looking for a solution that constantly gives me text and email notification reminders until I finally check off that completed task.Example:  Did you follow-up with this person Daniel?  If I select "yes", then the task would be completed (discarded) and the reminder notifications would stop.  And if "No", then I would keep getting reminded each day (or in a couple of hours, depending on the level of priority)... until it's finished.I also want to do this via my CRM which is Pipedrive - with the same concept.  "Did you follow-up with this person"?  etc...Thank you so very much guys! <3 :)

3
D
3 years ago
C
charlie_learnerNew
asked in How Do I
Zendesk jira sync

So when a zendesk ticket is closed it should close the linked jira ticket. How can i proceed with this requirement , have hook set up

5
Troy Tessalone
3 years ago
S
shjain32New
asked in How Do I
How to connect Big query scheduler under the jobs trigger ?

Hello Team , I am currently working upon ‘Send emails from Gmail when Google BigQuery jobs are done’.While configuring  the triggers ,I didnot get the scheduler which is already setup in Bigquery dataset .only successfull jobs are getting in dropdown list of triggersHow can we configure the Bigquery scheduler in zapier i,e when scheduler completed its jobs done then send email from Gmail to group of people .

3
Troy Tessalone
3 years ago
A
AmritaMuduliBeginner
asked in How Do I
HubSpot Deal Trigger delay

The Zap of Hubspot and Slack is perfectly working for all the deals from Hubspot. But for a particular deal, the Zap appeared after 2 months instead of instantly. Can you please help in figure out what exactly could have went went wrong as the Zap is working perfectly for other deals? BestAm

2
A
3 years ago
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pssuilsBeginner
asked in How Do I
New Reaction Added trigger - using a custom value

hi!!I’m creating two Zaps that start from a new reaction added to a slack message. The 2 reactions I’m looking for are `:eyes:` and `:white_check_mark:` 2 regular emojis. However I can’t seem to be able to set them up, I only can see the custom emojis and on the Custom tab I can type or select a thing despite it says select Use a Custom Value What am I missing? I’ve attached 2 screenshots.  Do I need to just read all the reactions and filter them out? Thank you

5
P
3 years ago
R
rohank1106New
asked in How Do I
Updated Database Trigger in Notion - to create events in Google Calendar

I made this zap to update my calendar and block time for achieving tasks.https://zapier.com/shared/f450723de856c3dde1f3306407158717d7014787 It takes a date/time duration field from Notion and uses it to create events in Calendar. I am facing issue where the zap triggers only when a new database is created and the date/time is filled before the zap is triggered.If I take a database item which is 7 days old created and then I update my date/time duration field, then the zap doesn’t trigger on it. Can someone help on the above?

2
jesse
2 years ago
D
Daniel HNew
asked in How Do I
How to export data from Trello to Airtable?

Hi, I’m trying to setup a one-way sync where a user can press a button and grab all the current Trello board data and paste it into Airtable. Is there a way to automate this with Zapier? I see there’s automated triggers with Trello like activity, but I would rather it be controlled to something like a button a user hits. And I can’t figure out after the trigger happens how to get the data from trello to airtable because the systems don’t talk unless I put one as the trigger? Thanks for any advice!

5
Troy Tessalone
3 years ago
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Marketing AEVOBeginner
asked in How Do I
How can I get the link of hubspot deal into Google Sheets

Hi guys. I did a zap that everytime time a Deal in hubspot change it’s stage, Zapier will send the information to a sheet in google sheets. But, I wanna know, if is possible that zapier send the link of the deal to google sheets. It will be an additional information, besides name, email, stage, etc The link it’s like this: https://app.hubspot.com/contacts/0000000/deal/00000000/

5
Troy Tessalone
3 years ago
nicholas
nicholasNew
asked in How Do I
Identify which State a Zipcode is from

Hi, we have a form that collects zip codes (in the US), and we want to easily be able to figure out which state they are in. Is there an easy way to do this in Zapier?

3
Troy Tessalone
3 years ago
K
karinwuandcoBeginner
asked in How Do I
Grant Access to multiple Offers in Kajabi in 1 Zap

I’m currently using Thrivecart, and have set up the zap so that once the user purchases the product, it grants offer to my Kajabi product. My question is whether I can grant access to 2 products in 1 zap. If not, is there a workaround for this so that the user has access to both products?

2
GetUWired
3 years ago
M
marc_forbesNew
asked in How Do I
Facebook Leads not adding to Mailchimp audience

I created a Zap to import Facebook Ads Leads into our Mailchimp audience but they don’t seem to be getting added to Mailchimp. I’ve tested the Zap trigger and it’s pulling data properly from Facebook. The Zap action also seems to be working after testing it.

4
M
3 years ago
M
MaithNew
asked in Code & Webhooks
Implementing Rest Hooks that require CRC (Challenge response check)

Is it currently possible to setup a rest hook that requires a challenge response check. I.e. During the register step the api will hit the hook_url expecting a certain token back to ensure that the url is a valid url. Is therea way to do this using Zapier? 

2
GetUWired
3 years ago
J
Jiew WeiNew
asked in How Do I
Webflow Form Submission to Gmail Send Email - editing From Email

I currently have a zap that routes all inbound form from webflow to my gmail which then sends the respective emails to my clients. Just wondering if there’s any way to configure the zap such that the email that is send to my clients will appear to come from the customer that enters his/her email in the webflow form instead of my gmail. Appreciate any form of workaround for this!

5
GetUWired
3 years ago
I
imoNew
asked in How Do I
Find or Create Deal in Pipedrive error

Hi,I have created a zap to be triggered on a submission from a form.  The form is set to provide a Deal ID to find and update a specific Deal in Pipedrive.  This will be the most common outcome and this works.However, in the scenario where no Deal ID is provided or a Deal ID that does not exist, I am receiving different errors.If the Deal ID does not exist I get :  “Deal not found Please check developers.pipedrive.com for more information about Pipedrive API.”If there is no Deal ID supplied from the form I get:Required field "ID" (term) is missing.I have selected the option “Create Pipedrive Deal if it does not exist already”.  From this I would expect a new Deal to be created and autogenerate a new unique Deal ID, I have provided a Deal Title which is the only required field.Any help with this greatly appreciatedThanks in advance,Ian   

3
I
3 years ago
A
AngelsLedgersBeginner
asked in How Do I
EKM to QuickBooks Zap - how to reduce task usage

I have a Zap that links EKM Sales to QuickBooks to create a Sales Receipt. To make the zap work I have 5 steps that convert the VAT rate to a code (the receipts tend to be split rated) for each line item  (number.spreadsheet.formula) work out the price before VAT for each line item (spreadsheet formula), work out the delivery before VAT (number.spreadsheet.formula) and each line’s subtotal (Utilities) Work out the code for the bank the sale has been sent to (paypal or current through Stripe)  (spreadsheet formula)This means each zap is 6 tasks and eats it’s way through my allowance quicklyIs there any way for me to combine these tasks?

5
GetUWired
3 years ago
E
exceedquoteguyNew
asked in How Do I
Outlook Email trigger - extract data to Find, Update or Create in CapsuleCRM

Anyone have advice? I only found 2 discussions on Capsule CRMI don’t see any examples of Zaps from emails in MS Outlook to search CRM based on conditional logicCapsule CRM has very little documentation on Zapier.com - only provides a list of Search Options, Actions, Triggers. But no idea how create the Zaps???I am stuck in a few placesIn the EMAIL - i got to separate the forwarded part and get Output 2Output 2 - I have used both String.split to only get EMAILOutput 2 - used Extract Phone number but cannot Extract Company Name, or other i am stuck creating a Zap to search Capsule CRM based on Output 2someone recommended researching if CRM research “who created” and “when created (before today)”i am stuck creating a Zap  from emails with data in “contact us ”Since there are 4 Sales Reps, I am NOT allowed to work on any accounts with another Sales rep assigned.For my list - there are 4 scenarios , i need to update or create new customer PLUS create a new opportunity.4 scenariosScenario A.

2
Troy Tessalone
3 years ago
P
punsachNew
asked in How Do I
Create pdf from Airtable record and attach to Airtable record - app recommendation

My workflow basically looks like this:  We accept some information from a docusign form. This docusign form submission updates an existing record in Airtable with the data submitted by the user.  Some calculations are done on the Airtable side based on the input data.  We want to populate a PDF template with these calculations then save that PDF and attach it to the same Airtable record. Anyone know a good way to do this in Zapier + some other tool? Ideally that doesn’t require a new paid subscription but open to it if it’s necessary. 

1
robschmidt
3 years ago
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