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28158 Topics
G
GwenMNew
asked in How Do I
Smartsheet - match unique column IDs to update fields?

Hello - I am new to Zapier and can’t am unclear if the Zap I hope to build is possible. I have done a few hours of reading, and don’t see any mention of what I need to do. It seems so basic, I feel I must have missed something. Any help is most welcomed! End goal -- make 1 Smartsheet sheet that updates only select column fields from Excel data leaving the rest of the column fields untouched by the Zap. I want to Zap to find corresponding Project ID’s then update select fields. How I envision the workflow: When new rows are created in our single Excel sheet it triggers the Zap The Zap searches the single Smartsheet for matching Project ID fields.  When matching Project ID’s are found fill only selected Smartsheet cells with Excel data. Remaining Smartsheet cells remain untouched by the Zap (meaning 4 out of 10 columns will be updated but the rest stay as untouched)To put it another way:FIND: Smartsheet column 1 “ID #1” = Excel column 1 “ID #1”REPLACE: Smartsheet Columns 2-5 with data fr

1
nicksimard
3 years ago
T
thm22Beginner
asked in How Do I
Updateing deprecated

 I have 8 Zaps using the “Zoho Recruit (1.17.0)” as a trigger app.It's been deprecated. What is the replacement trigger?If I remove or replace the trigger, all the variables in the following actions may all be undefined. Since it’s the first action, the trigger, I would have to completely rebuild the Zap. What is the best way to replace a trigger app without needing to assign all the variables in the following actions again, and need to rebuild the entire integration?

4
T
3 years ago
Ennes
EnnesTinkerer
posted in Code & Webhooks
How to use Zapier and other automations with an existing backend infrastructure

Hey all,I have a very general question and would be interested especially from the people who used to work in a company or a start up with an existing infrastructure and an existing backend. I think Zapier and the general no code tool landscape allows us to do many things extremely fast but I would be interested in your opinion about:When to move over an automation setup that you solved with Zapier to your native stack? Your experience with aligning a Zapier setup with your tech peers?Just to make this more concrete:Imagine you want to create a new marketing funnel and you need to make sure that your users can schedule appointments. For this you can use the tool calendly. However, you also need to send conversion events of calendly to your automation platform for example customer.io. I can do several things now: I can create a UI that completely uses the interface of calendly or I can create something myself (with more branding possibilities). Also I need to make a request to the custo

2
nicksimard
3 years ago
S
SmartCourse.ioBeginner
asked in How Do I
Set Trigger for Multiple ThriveCart Pricing Options to Enroll Customers in Multiple Teachable Courses

When a customer purchases a product with a pricing option that includes access to another product in ThriveCart, I want that customer to be enrolled in the products they purchased on Teachable. Can someone please help me figure this out as soon as possible? I’ve been struggling all day and need to launch tomorrow 

10
Ennes
3 years ago
G
Giovanni doingBeginner
asked in How Do I
RSS Feed trigger refresh time

How often is the RSS feed read? I could not find this information in docs.Thanks

2
G
3 years ago
M
McMasterfulBeginner
asked in How Do I
authentication failed: The WooCommerce Zapier plugin is missing or WordPress pretty permalinks may not be configured correctly. 404 File Not Found.

HI thereI am totally stumped. I keep getting this error. I am trying to connect Zapier to Woocommerce on my wordpress site.“authentication failed: The WooCommerce Zapier plugin is missing or WordPress pretty permalinks may not be configured correctly. 404 File Not Found.” I have checked my permalinks. I have triple checked my username, password. I have updated to the latest of everything. Can anyone advise please? Thanks so muchMargot 

11
Danvers
3 years ago
V
vitorperezNew
asked in How Do I
I can’t add users to a newly created Slack channel even after checking it.

Does anyone eles still facing this issue? I can’t add users to a newly Slack created channel even after checking it. Can anybody help me? Moderator note: this post was split from  

1
Danvers
3 years ago
T
ThePuliceDeptBeginner
asked in How Do I
Google Calendar to Google Sheets

I’m new to zapier and I love it, in concept.  I was able to get it to do one important function which is to update a google shees with a new event added to google calendar. I love seeing new events auto populate into my spreadsheet.However, I’m going in circles trying to get it to do some other things I’m hoping it will help me with.I need it also to update a google sheet row when an event in google calendar is changedand I need it to delete a google sheet row when an event is cancelled.I have a feeling I’m doing something wrong in the row field but I’ve tried every option and It’s still not working.  If anyone could help with their Zapertise I would be very grateful.

7
AndrewJDavison_Luhhu
3 years ago
V
VinnieTronBeginner
asked in How Do I
Send a birthday / work anniversary email at an appropriate time for the persons timezone

Hi all, first post so be nice.I want to automate the sending of birthday and work anniversary emails to staff members, and for the email to be sent at a time appropriate for the person depending on their location (eg 9am).The emailing sending part is relatively easy (Campaign Monitor transactional email), however, i’m stuggling to figure out how to trigger the zap to sent the email at a decent time.I’ve had an idea to have a zap to load all the anniversaries / birthdays into a calendar, then set another zap to trigger at the time of the event to fire out the email.Does this sound bonkers? Are there other avenues I should be exploring? 

2
V
3 years ago
P
pamilletNew
asked in How Do I
Translation

Do you plan to propose a translated tools ? Of course, one can consider for a technical tools that only english is required, But in fact, that’s a source of misunderstanding and sometimes errors…The minimum would be to propose formated date using international format.. regards 

2
nicksimard
3 years ago
P
PaL2020New
asked in How Do I
Is Zapier useful for startups?

Hi everyone,This week I started to work for a startup company which is pre-revenue at this moment and I was wondering how effective Zapier can be in this scenario?Can the free version be used by everyone in the startup?

2
nicksimard
3 years ago
chrisfinck
chrisfinckBeginner
asked in How Do I
Replay whole zap instead of the failed parts

airtable will complete its trigger but then a part of the zap later fails because of data in the airtable. So we update the airtable with the correct data, but the zap still fails because the airtable trigger already fired as a success with the bad data. How can we fix this?

4
chrisfinck
3 years ago
M
MirandalynNew
asked in How Do I
Stripe & Quotient Integration with Zapier

I am wondering if it is possible to connect Stripe & Quotient to enable automatic payment for customers upon acceptance of their quote?

2
nicksimard
3 years ago
H
HumamNew
asked in How Do I
How can I log LinkedIN sales navigator Inmail into Hubspot?

There is a new feature in LinkedIn sales Nav. Inmail to sync with CRM but that’s required an upgrade to the premium package which I am not currently ready for.so is there any Zap that I can log my InMails of LinkedIn Sales Navigators to my HubSpot account ?

1
nicksimard
3 years ago
M
meghanNew
asked in Code & Webhooks
Twilio + Microsoft Excel Capabilities

I’m new to Zapier and trying to build an automation that allows for filtering a spreadsheet (Excel or Google Sheets) daily and then sending each individual row a customized text reminder via Twilio.  I understand that there is connections to Google Sheets, Excel, and Twilio via Zapier (referenced this article) - which is great! I’m struggling to understand what the capabilities are beyond triggering an SMS message for a specific event (new row, new worksheet, etc). I really need to interact with an entire spreadsheet following the below steps:Scheduled trigger via Schedule by Zapier to run daily Get dates + format dates to identify if Monday, Tuesday, Wednesday, etc when the automation runs Apply filter to Google Sheets for a column “Day” to dynamically identify if Monday and only return records listed for Monday. Using a loop/batch type function to treat each individual row as unique and push to Twilio to send a dynamic message to each row.It looks like there are limitations for “look

2
jesse
3 years ago
K
KseniaBeginner
asked in How Do I
I cannot transfer a contact to the required Contact List in Unisender

 I am setting up an integration between salesforce and unisender. The fact is that when I get to the last stage, where I need to select the Contact list, to which the contact will be added in Unisender, I face difficulties I choose a custom field instead of a ready-made list in Unisender. This custom field contains Id Contact List from Unisender. When I test the trigger, why doesn't the contact get into the Contact List (that is, Zapier does not understand that my custom field has an ID Contact List).

6
jesse
3 years ago
A
AndyKNew
asked in How Do I
Zapier Formatter - Nested Line Items

Hi, I looking for some direction on how to approach a problem I have using the Zapier Formatter. I’m trying to process orders from our e-commerce application Foxycart using Zapier Formatter. I’m able to pull orders from Foxy and using the Iine Item to Text utility in Formatter I can convert this to a CSV… until a line item has options. Below is an example of one line time that has optional values for ‘Colour’ and a second option ‘Picking Location’. The second option also has a value, it just does not appear in the image below.I’m assuming that I need I need to add additional formatter steps to convert these nested options to line item values but have no idea how to do this. Any help would be greatly appreciated.AndyK

1
nicksimard
3 years ago
T
TBruceBeginner
asked in How Do I
Workflow for Saving RFP/Submission Dates

I am a writer and a very large portion of my time is spent finding calls for story submissions, bookmarking the calls (sources of calls are posts in Facebook groups and in email from newsletters that link to the publisher’s website where all the details are posted in a blog post) (bookmarking or leaving 50 browser tabs open with the various calls), and then manually transferring the information to a tracking spreadsheet (Excel) - publisher, theme, due date, word limit, count, etc. Another similar process is tracking writer and fan conventions - dates (add the event name and dates to my google calendar) and relevant deadlines for applying to be a panelist, registering, making hotel reservations, etc. Similar to the submission calls, these are generally from website blog posts.I’m not wedded to the excel spreadsheet and am happy to use any app that allows for me to sort and filter the data by various fields and happy to use any app for bookmarks (currently just use my browser and sometim

1
nicksimard
3 years ago
D
Dana SBeginner
asked in How Do I
Connecting to Google Shared drive

Has anyone been successful connecting to a Google Shared Drive as opposed to a personal Google Drive folder? We need to create Google docs in a Shared Drive but Zapier doesn’t appear to be able to access Shared Drives?

3
jesse
3 years ago
M
MarketingMonstrBeginner
asked in How Do I
Pipedrive Leads to Google Analytics Conversion

Hello,I am trying to connect my Pipedrive to my Google Analytics and I need help! *note: PipeDRIVE not Pipeline* I am looking to have:> New Person added to Pipedrive or “lead” trigger> A conversion or Goal met in Google AnalyticsWhen I go to set up the zap the wording + categories are very confusing and make zero sense. Any advice on how to go about this would be so wonderful!

2
jesse
3 years ago
L
LinazBeginner
asked in How Do I
Dates

When I try to set up a zap that puts an event en my google calendar, from microsoft to do, it shows up on the date and time I created the task, and not the due date,even though I set the start date to “due date” .Anyone have an idea what goes wrong?

6
Danvers
3 years ago
A
AOROWLANDBeginner
asked in Code & Webhooks
Collect CSV from SFTP, Load through API

Merry Christmas everyone,Question for those who have been using Zapier for a while…I need to call an SFTP, collect a csv file, convert to JSON and post to API end point.Has anyone done this before?  If so, can you share how you set up the Zap for this to work?Thanks :)Andrew

3
A
3 years ago
G
GarethBeginner
asked in How Do I
Google Sheets into Salesforce

We have a google sheet that is being created each day with Sales Orders. We are wanting to bring those sales orders into Salesforce. We were hoping that every time a new spreadsheet with the data was created we could simply pick that up and bring it into Salesforce as the columns are always the same. However, we haven’t been able to to do this. We then thought that we should create another Zap in order to take the data from the “new” spreadsheet and update a “master” spreadsheet which could then bring the new rows into Salesforce. However we  can’t seem to be able to do that either. Any support/assistance/advice would be muchly appreciated.

2
jesse
3 years ago
T
The Plant PeopleNew
asked in How Do I
Integrating Typeform answers with Shopify product tags

Howdy,I’m trying to integrate Typeform with Shopify so that a Typeform answer filters a product category tag within Shopify for the user when they submit the Typeform and get redirected to the product page, only showing the products with the tags connected. Is it possible to filter Shopify tags through Typeform answers with Zapier? If so which ‘action’ do I use and how would I go about using the ‘lookup table’ to achieve this or another method? This is to only show products after the Typeform quiz is submitted which have tags associated with specific Typeform answers (e.g. How much sun does your house get? a. None b. Some c. Alot, so that answer None with Typeform can be linked/ filter to show products associated with the tag Low Light within Shopify). Any help is greatly appreciated,Thanks!

2
jesse
3 years ago
C
checkoutBeginner
asked in How Do I
Facebook Integration to Intercom: Comments send to inbox?

Hi,We have a Facebook page where we sell products to clients. We have started to develop a database, and are now migrating to Intercom. We have seen that intercom and facebook can be intergrated for inbox messages. We also require that comments on our sales posts be sent in to our intercom inbox.  Is there a solution for this? 

2
jesse
3 years ago
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