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25469 Topics

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kowalNew

asked in Troubleshooting

How can I set up a follow-up email with a Zoom link after a Fullslate booking using Zapier?

I have a client that uses “Fullslate” for calendar booking and CRM. “Fullslate” does not offer Zoom integration when scheduling. My client is looking to have a follow-up email appoinment with zoom link sent after a Fullslate zoom meeting is scheduled. Thank you.

asked in Troubleshooting

Snov.io error: Required field "Email" (email) is missing

HiI’m looking to move a contact from Jobadder to Snovio. When I add to a JA folder it should create a new record in Snovio.I get an error message saying the e-mail field is missing.See screenshots attached. Please can anyone help 🙏ThanksMark

1

2 months ago

cfalcone01Beginner

asked in How Do I

How do I connect Sage Intacct with Salesforce using Zapier when only Sage Account is available?

I’m trying to build a Zap between Sage Intacct and Salesforce but it seems the only option is Sage Account. Is that different than Sage Inacct?

1

2 months ago

T

timmmmarBeginner

asked in Troubleshooting

PandaDoc "Create Document" action not actually sending documents

I have a Zap setup to create a new document from a template in PandaDoc when a new entry is created from an Airtable form. If I set Send Document in the Create Document in PandaDoc action to “No”, everything works as expected. Fields are mapped correctly and I can go into PandaDoc after the Zap runs and just click “Send.” Easy, great. However, if I change Send Document to “Yes”, the Zap runs successfully and PandaDoc says the document was sent, but the recipient never gets an email. I’ve verified this with two different recipient emails. Both work when sending the document manually in PandaDoc if the Zap is not set to send the doc. Perhaps this is a PandaDoc issue, but wanted to check here first.

davidlykhimNew

Parsing nested data to be used in data sync

I’m using Polymer as my recruiting software and want to copy all applications into Airtable.Most of it is straightforward, except for the responses to the questions in the job application (example here: https://careers.beomniscient.com/29503).You can see in the screenshot below that the data is nested and I can’t access those questions and responses to sync into Airtable.How do I access those values?(I’m not sure if “parsing” is even the right word here.)

RunForestRunBeginner

How do I automate data completion in Google Sheets using Zapier for information from other systems?

We have new organizations signing up with us, and we are trying to automate the process of setting their people up as users on our system. I am starting with a google sheet that has a list of email addresses of the people who will be users. For each row in that sheet, I want to go to various other systems (e.g. Hubspot, Stripe) to get some information as some of them may already have registered with us, or be known to us for whatever reason. The spreadsheet e.g. will have rows like this: The first column will be the email address, and I just want to fill in the other columns with data from those other systems. The hubspot and stripe queries I can manage. What I don’t know how to do is:Trigger the zap in the first place - it isn’t a row by row trigger, I’ll have all the rows at once It is a new spreadsheet each time Loop through the rows and complete each in turn (where in each loop I would be doing the searches in Hubspot and Stripe, etc.) thanks!

Darshan665New

How do I automate website visits to target accounts efficiently?

I have a csv file of companies that visit my website every week and a csv file of companies that are in my target account list, the data is raw and needs a pivot table to consolidate data (ie. company visited 3 webpages so it shows up 3 times in the data).I need to see which website visitors are in the target account list. A simple Vlookup typically. But I would like to automate this process.How I imagine it would look would be in steps:Add new worksheet to a google sheet with the raw csv file of web visitors for the week (triggers the automation) Pivot table the worksheet to get to a list of companies and the total # of web visits + the unique web pages they visited Vlookup on this pivot table data against the list of target companies to see which website visitors are target accounts and the webpages they visited Push results to slackVery curious how Zapier could help solve this. Thanks!

DClNew

How do I initially populate a table with all records from a service and then keep it updated with Zapier?

I have three services with data that I want to correlate. There are keyfields that will be used to link all records. The plan is to create a table for each service, then populate all records using a query. With the first service, I am unable to find an option to select all records, I am only allowed to use the “add record trigger”. How can I initially populate the table with all records (about 1800) and then use the trigger to keep the table updated?

1

2 months ago

S

svena69New

asked in Troubleshooting

Issue with certain Notion file field as input

Hi, For some reason when I try to use a “file” field in the input of an action as content the zap won’t work and give an error stating: “Failed to create a database item in Notion - Cannot read properties of undefined (reading 'tokens')”Input in the action under “content” is: “[]()” which resembles a file input field in Notion.Everything else works, except when you put this in your content. Quite annoying at this point cause I need the file input fields to be there and haven’t found a way around it other than not having Notion insert a file input field at all.Would anyone know how to get around this?

zap4dummiesNew

How do I create a Zap for posting Google Forms entries to TikTok and Instagram using Buffer?

This is what I want to achieve. Create a Zapier workflow that does the following:Takes Google Forms entry with the following data (Video Title, Video Description, Video Tags, Video File Upload from Google Drive) Submits the data to Buffer and schedules to post to Tik Tok, Instragram Reels, and Instagram StoriesThe co pilot AI tool suggested that this be my Zap flow steps: I have tried this method but it still wont allow the right formatting or for Buffer to get the file.Can someone please see if this type of flow is even workable and show me how. I am willing to pay!

RobinK1978New

How to access the auth.users table with Zapier?

I'm trying to create a zap with Zapier and connect to a PostgresSQL database (Supabase) with the purpose of copying emailaddress from the auth.users table and copy them to EmailOctopus. I can make a connection to the database, but I only see the public tables and not the auth.users table. It might be a permission thing, but I do not know what I need to change to be able to access the auth.users table.

AtriaResortNew

Zapier's Certificate for tax residence for 2023. Where to find it?

Hi, could you please guide me on where I can download Zapier's Certificate for tax residence for 2023? We need it for financial purposes in our country. Thank you.

1

2 months ago

O

Oliver RaahaugeBeginner

asked in Troubleshooting

Meta Lead ads - Pages & forms are not showing

Meta Lead ads - Pages & forms are not showing. Dissapered since the Meta outage a few days ago. Is there a workaround to this yet??

1

2 months ago

M

Mosto14New

asked in Troubleshooting

Issue with the Zap changing the date format when connecting Excel to Google Calendar.

Good afternoon, I have a problem that Zapier has been giving me recently. I try to connect my excel sheet with my google calendar but the date that excel gives me is transformed by zapier to another format, I have tried to change the format using Zapier's Beta AI but there is no way to achieve a successful result. Could anyone tell me how to solve this? I am sending you screenshots about a specific case, the initial date is in March and it ends up changing to September.Greetings!

rocketDevBeginner

How can I add a trigger's input value to the Zap's params?

How can I add the input value of a trigger to the params of the zap?I want to add the id of the option selected by the user from the dropdown in the input designer to the params of the zap

1

2 months ago

C

CuylerNew

asked in Troubleshooting

TeamUp error: The event can't be inserted or updated because an event with the same remote ID exists already.

I’m having trouble creating a Zap that can link google calendar to Teamup. Creating an event in one then Zap to create the same event in the other is pretty straight forward. I can’t however get the events to update in both without creating an additional event or throwing the error code as follows: The app returned "The event cannot be inserted or updated because an event with the same remote id exists already.".Any help would be appreciated!Thanks!

1

2 months ago

A

Anita82New

asked in Troubleshooting

QuickBooks error when creating sales receipt from Shopify order with product SKU containing numbers and letters.

Anyone ever managed to create a Quickbooks sales receipt / invoice from Shopify order? I am trying first an order with just 1 item. But I get error after error. For the field Product Service I tried to put in the put the product SKU (custom) but it contains numbers and letters. See attachment. But it gives me an error. What can I do?

asked in Troubleshooting

Unable to connect my active Shopify shop.

Hello!I am trying to automate a sequence so that when a customer submits their email on shopify for a 10% off code, I capture their email in ConverKit, and they automatically get an email with a coupon code.Right off the bat, I am having issues connecting shopify. When I try to connect them, I get an error that my shop is disabled. Im assuming it is connecting to my old shop that I shut down over a year ago. Within the same window, I tried to log out and log back in to my current shop, but it doesnt connect them. Both my current and old shop are under the same account, one is active and one is disabled. How do I get zapier to see my active shop?Thank you for your help!

How do I create a product-specific Zap between Teachable and Flodesk for targeted email sequences?

I have my courses on Teachable. I use Flodesk for email sequences. I can only do a zap to connect Teachable to Flodesk but not select a specific product sale. I want to create a specific zap for a course purchase and connect it to Flodesk for a product specific email sequence. How can I get zapier to allow me to select a specific product in Teachable to use as the trigger?

asked in Troubleshooting

Post photo to Instagram “HTTPS is required” error

This post was split from the topic: I’m having the same issue

1

2 months ago

L

LIN3SBeginner

asked in Code & Webhooks

Data not setting properly when using code by Zapier

I'm using Zapier to connect Ticket Tailor with HubSpot. The response I get from Ticket Tailor when this event occurs returns the student information under an object whose parameter depends on the course description, which can be an object of up to 20 positions. To account for all possible cases (where there is a purchase with 20 students), I have assigned all possible values to studentData like this: However, when testing with the response of a purchase that includes 3 final students, it only takes the first one. I don't see any logic since the path indicated for student 2 and 3 are correct:Custom Attendee Questions MIDE Y Venceras 2 Answer Custom Attendee Questions MIDE Y Venceras 3 AnswerBut as seen in the image, it does not set them. Even you can see that the option is there when I click on the field: Why does this happen?Thanks in advance!

1

2 months ago

Woozie83Tinkerer

asked in How Do I

How do I automatically rename a copied Google Sheets tab based on a Salesforce account in Zapier?

I’m making a Zap that copy’s a template in google sheets that I have containing all our onboarding steps required for an account that is closed won in salesforce (trigger)… I’m getting the template to copy but it is just getting named as ‘Copy of Template’ in my google sheet worksheet and I want that tab to be named after the salesforce account that just closed… any where I’m missing that I could automatically change this name in my zap?

1

2 months ago

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