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28599 Topics
C
cavucapitalNew
asked in How Do I
Custom Fields Not Showing for Filtering from Insightly

No custom fields are showing up when using the filter action from Zapier. Custom fields do show up for the updated field record trigger step though.Is this a known issue?

2
william
3 years ago
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cavucapitalNew
asked in How Do I
Updated Field Not Triggering the ZAP

I am starting a zap by looking for a updated field, where the TAGS field is the trigger. When a tag is added, it creates a TAG_NAME object in the list. I believe the zap doesn’t see this trigger event. Can someone help me? TAG_NAME is not a option I can select from the list either. I thought about tagging all records and refreshing data to see if Zapier sees the new object, but it doesn’t.I am working with Insightly CRM.In my coding mind, I would think everytime there is a tag change TAGS: should rotate between values such as 1 and 2. Oddly, TAG_NAME shows up when I am in a filter step.  

3
william
3 years ago
M
Michaelc101Beginner
asked in How Do I
Distribute Wix Leads via email in a round robin to sales people

Hi,  I currently am receiving leads from my wix website and forwarding the leads manually to one sales person at a time in a sort of round robin fashion. As the leads increase it is becoming overwhelming. I a curious if there is a way to have the emails automatically redirected to a list of emails using zapier.  (A few specifics about the way my site is set up: (1) I am creating new forms all the time, but all forms come to the same inbox, which is why I think that having them redistributed from the email stage is the best option. (2) It would be great if there is a way to edit the email list based on which sales people are there that day etc.) Thank you!

5
nicksimard
3 years ago
phillipadsmith
phillipadsmithBeginner
asked in How Do I
Does anyone have the Facebook Conversions API actually working?

Hello,Given the rollout of iOS 14.5 this week, we’re keen to get the Salesforce → Zapier → Facebook Conversions API working.However, we’re stuck.We’ve got the data flowing from Salesforce to Zapier no problem. And it *appears* like we’ve got the data flowing from Zapier to FB Conversion API (we get a success response from FB).However, in the FB Event Manager, we see this: Which would imply that the events are not getting passed through to FB because there would more than our 1 test event showing up.If you’ve got this working, can you raise your hand so I can ask you a few questions about your set-up?Thank you!Phillip.

54
christina.d
2 years ago
K
Kevin WatheyNew
asked in How Do I
Zapier -> Google Sheets

I have a zap setup to update a google sheet (Sheet A) when a sale is made, and then within Google (Sheet B) I pull data from Google (Sheet A) but when the zap triggers it adds another row to sheet B for some reason so the data cant be pulled (i.e. row 18 to row 18). Did I set this up wrong?? How would I fix it?

6
william
3 years ago
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webmuzerNew
asked in How Do I
affinity links sales site tutorial using zapier

Looking to create a site offering affinity revenue generating links; appreciate leads to discussions that a non-techie can readily understand + examples as am intuitively challenged * do understand e-commerce, just not the ins/outs of the tech - looking to be empowered with zapier ! tia

2
frenzers
3 years ago
M
monokrajcirovaNew
asked in How Do I
Zapier - Stripe: create a subscription to the specific people only

Hello,  I am offering this plan to my customers:a monthly subscription for 7.99€ with the first month discounted (3.99€) The way it works right now is as follows:someone purchases the plan on my ClickFunnels website which automatically creates a one-time 3.99€ charge on Stripe The issue is:I need to manually add subscription to all these customers I would like:Stripe to assign the subscription automatically to these new customers (hopefully with the help of Zapier) However, the limitation on Zapier I see is:that I can’t filter out which customers are assigned this subscription. I am offering multiple products so don’t want to add this subscription to every new customer. I tried to add a filter step, but I couldn’t find “Product ID/name” or something similar based on which I could filter my customers.  Any help would be appreciated, thanks!

2
william
3 years ago
S
samnwssNew
posted in How Do I
Google Sheets to Pipedrive Create Deal

Hello I am trying to create a new deal & person, usually when you add a deal it also creates a person on Pipedrive, however it’s only creating a person and not bringing across any data or creating the deal or it creates a deal with no person?

3
AndrewJDavison_Luhhu
3 years ago
A
Acorn_UKNew
asked in How Do I
Inserting Row into Excel but skip first column

Hi thereI am new to Zapier and just creating my first project.  I have searched the forum for an answer with no success so forgive me if this is very basic stuff.I am already successfully retrieving data from a FastField form and inserting it into a customers existing Excel file. The data is then stored in the Excel file against a prefined job no which already exists in column A.  Is there a method of inserting the retrieved data whilst leaving the job number in column A?So in summary, I would like to add data from FastField into cells B2, C2, D2 & E2 whilst leaving the Job number in Column A.  The next record received would then be stored in B3, C3, D3 & E3 etc.Many thanks.

6
Troy Tessalone
3 years ago
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RoelieHBeginner
asked in How Do I
Outlook sending to multiple email addresses delimiter

Hello.How can I send emails via Outlook to a list of recipients without having to enter each email individually in the ‘To Email(s)’ box?I have tried comma’s, semicolons, quotation marks, double and single, with and without spaces, etc. For example:“email1”,”email2”email1, email2None of it works. It would save me sooooo much time if I can send it to a list of people.  Any ideas? Thank you!Roelie

3
Nate
3 years ago
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CadformBeginner
asked in How Do I
Shopify Order Line Per Product

Hi all, This is probably quite a basic question but I just can’t seem to work it out...Last week I successfully set up a zap to ad a row to my Excel file for every new Shopify order. So far this has been working like a charm. However, it would be even better to add a row for every product purchased. This made me wonder if it would be possible to set up the following:For every product purchased within every new Shopify order a new row should be added to my excel file.At first it seemed like I should just duplicate the zap and change the value for the product column. But then how do I make sure the amount of rows added matches the amount of products purchased?This would probably require some sort of for-loop, but how should I set that up within Zapier?Any help would be appreciated!

2
C
3 years ago
O
OliOdinNew
asked in How Do I
Email with PDF from Outlook to google drive, reformat the email and forward to Outlook again ? Zapier, ConvertAPI, Google Drive

HI  I try to send emails with pdf attachments to google drive. save attachments to google drive and send the an email to a new email address with a new title and body text.  ich can save the files to google drive but it creates a Zip file.    i can unzip with using ConvertAPI but then it creates URL  and this ulr I dont know how I bring them back to google drive ?  how can I download them to google drive to send them away by email ?  when I upload again to google drive then it uploads again zip or just a txt. but I need the PDF file.  thank you find advance for any help 

2
william
3 years ago
Z
zümreBeginner
asked in How Do I
all lead one mail

Hi, Is it possible sending forms collectively at the end of the day in one mail? Not lead by lead.

4
william
3 years ago
A
ArnoxNew
asked in How Do I
Can you use Zapier to remove or delete people/users from apps and FB groups?

Hi There,I am playing around more with how we can use zapier to streamline areas of our business. We work with a number of clients that are currently set up in a CRM system, PTD app and a private FB group. Is there a way when we remove a client from one it removes them from the others? Don’t mind the order to do this but would be great if instead of having to remove the client from all 3 places we can just do in one click. I am a complete beginner at this so any help is greatly appreciated.Thanks,Becky

2
william
3 years ago
G
GethNew
asked in How Do I
system to release files when criteria is met

My current workflow when I release files to a client has me uploading them to Dropbox.  Those folders are sometimes manually created and  sometimes when I receive a booking (which is handled by zapier: google.forms/sheets/emails/ dropbox/ xero) Once files are uploaded the client is notified by Dropbox, but I also send an email. My problem: "the clients" are not always paying for the work. But I rely on the clients to provide invoicing details.  I need a system to withhold the files until details have been provided (full name/pH/email)In the past I built this into a booking system, but this deterred clients from making bookings (really!). So I need a system that will not impede bookings at all. But that when they want the fruits of my labour, they have to jump a small hoop as painlessly as possible.My first idea was to have them fill out a form, Or drop a contact into dropbox that unlocked the privacy setting on a Dropbox folder, but this is not a zapier action. (Wah!)I have ADHD. I kno

3
william
3 years ago
3
3growRussNew
asked in How Do I
Error Authenticating WordPress

Hi,  I’m receiving the following error when trying to connect WordPress to Zapier: authentication failed: Got 401 calling POST https://3grow.net/wp-json/zapier/v1/token, triggering auth refresh. I have ensured the Zapier plugin is installed and activated. Please could you provide a solution, or get in touch to assist? Many thanks,Russ

2
william
3 years ago
T
TimtechBeginner
asked in Troubleshooting
Zapier creating to many records Looping

I have a Trigger from a Knack a no code platform and in the Data it sends the row contains Name some other information and then cities . It might have 1 city 3 cities 5 cities its different every time . Each city is always separated by a comma.  So I my next step is to create a row in google sheets which I need to basically create a separate row with all the same data except for each with the different city in the triggered data.  I am using this data for a lookup later in another Zap and doing a lookup in GSheets you cant lookup and find data in a column that as example Tampa if the city row contains for example Tampa, Orlando, Miami. So in my loop City was the loop field name and Address was my area field containing the 3 fields. It seemed to work correctly when testing and dropped 3 separate record into GSheets each with the different city. When I did it live it dropped 9 records so the 3 separate records with he 3 different cities times 3. Below is my loop, 

1
T
3 years ago
A
AshleighDLCBeginner
asked in How Do I
Google Sheet Lookup Step success/fail result not showing up in subsequent filter options unless "Create Row if nothing exists" is selected

I have multiple zaps that use the Google Sheets look up row action and previously, I could use whether the look up was successful or not in a later filter or path, but now it is only giving me that option if I also choose the “Create row if nothing exists” option, which I don’t always want. Otherwise the “Zap Data Was Found” filter for that look up action doesn’t exist.I have the “Should This Step Be Considered A "success" When Nothing Is Found?” setting set to True. Has something changed in how the look up action results are able to be used in filters or has something gone wrong?

8
nicksimard
3 years ago
R
ReputationToolsNew
asked in How Do I
Custom CRM Intergration with API

My client is using a home built CRM which has it’s own API, but is not set up with Zapier.  What do they need to do to get connected so that they cansend out review campaigns using the Rephttps://zapier.com/developer/public-invite/113914/31a5dced6c22ae98917316d0cac737d6/Your Zapier API KEY[API KEY REMOVED] REPUTATION KAHUNA 2.0Automate company integration with Reputation KahunaYOU WERE INVITED BY: [EMAIL ADDRESS REMOVED]The Reputation Kahuna 2.0 team invites you to test their Zapier integration before it's available for everyone. Neat! Accept the invite and build a Zap with Reputation Kahuna 2.0 to get started.If you know and trust the developers behind this email address, then this invitation should be safe to accept. This app has not been reviewed or approved by Zapier for functionality or security.

2
william
3 years ago
G
greg-dmBeginner
asked in How Do I
Getting post's author when new post is added to Facebook group

I’m trying to get the message and the user’s name when someone makes a new post on a facebook group. I am able to receive the message no problem but the user’s name is not there. I have given zapier all possible permissions i could find on the facebook group’s settings but still no luck. Anybody know a possible solution?

3
william
3 years ago
S
Sean JonesNew
asked in How Do I
Issue with sending information from a multistep ClickFunnels to Google Sheets

Hi there, My company wants me to use Zapier to record questions that follow the initial optin page to Google Sheets. There are multiple steps: 1 Optin: button click opens popup that presents the user with an optin form.  the user submits the form with the submit on the popup and is redirected to next step. 2 Next step: a series of custom_type form fields are presented with a button at the bottom. click the moves to next step. 3 next step: another page with custom_type form fields and a Submit form button at the bottom. as of now… ClickFunnels records the contact and will send the contact to Zapier on the optin step.  But, I am having a hard time with the two pages of qualifying questions that follow the initial optin step.  I need to record to the answers to Google sheets before forwarding the user to a thank you page and I am a bit lost.any assistance would be appreciated. Thanks a ton!     

2
william
3 years ago
N
NicNew
asked in How Do I
Sharepoint Product Feed to Shopify Qty Update

I have a supplier that has given me a sharepoint product feed. They update this hourly and it gives me the stock qty and date of availability.I need to update my Shopify Store quantities and was wondering if this can be done with Zapier?

1
Troy Tessalone
3 years ago
amandabriere
amandabriereZapier Staff
posted in How Do I
We want your feedback on a new experience

Hello everyone! I am a Senior Product Designer on the Partner Sharing team. I’m helping to build My Zaps within partner products and we'd love your feedback.If you're interested in participating in a quick 20 minute phone call please drop a comment below. You will receive a $20 gift card for your time and help make the experience better for folks like yourself.  Phone calls will be taking place the last week of April and first week of May.

11
R
3 years ago
B
bluemoonNew
asked in How Do I
Email by Zapier and Gmail apps not working

Hi there,I tried many many many times to use Email by zapier or Gmail...It yields nothingIt works at the first time and then, despite refreshing everything, no mail turn backSomething is wrong but no idea where :)

2
william
3 years ago
M
mokwardNew
asked in How Do I
is anyone using zapier to sync woocommerce with Quickbooks Point of Sale?

A museum is thinking about using zapier to sync woocommerce with Quickbooks Point of Sale and/or Quickbooks Desktop.  I don’t see any conversations about that particular combination.  Is anyone out there using that type of system?

2
M
3 years ago
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