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28111 Topics
kwan
kwanBeginner
asked in How Do I
How do I get a refund for a Zapier annual plan purchased by mistake?

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting. hello from korea, we are ado, email is xxxxx@xxxx.com we paid year plan 8/31 but it was mistake.we downgrade our plan soon, but not refund yet. today is 9/25.I request help center last friday, but ZAP didn’t answer.  what can I do to refund..?? please help mewe are very small startup, so 230$ is important.. 

1
Troy Tessalone
11 months ago
K
klarityITBeginner
asked in Troubleshooting
Dialpad - can only see test data

Hi there,Trying to set up the Dialpad integration so the trigger is an outbound call from anyone in the company. Selected “scope” = “office”. However, only test data is shown when I did a test run.  When I set the scope to be from a specific user (myself), it seems to work. But my goal is to have the trigger for any outbound call. Has anyone experienced the same problem? Thank you!  

1
Troy Tessalone
11 months ago
E
Edithlin2023New
asked in Troubleshooting
Google Sheets: Error with 3-Letter Month Lookup Format

I have a column of month in my Google Sheet. The month data are presented in 3 letters format (e.g. Sep).  Since the available lookup value provided are just in one digit or full date format, I would like to know if I can format the lookup value as shown in the picture below.  I tried but the test returns error, no records found. 

1
Troy Tessalone
11 months ago
Y
YarberNew
asked in How Do I
Can I delete an entry from Cognito Form B when a matching entry on Cognito Form A is submitted using Zapier?

Hi!I have two cognito forms, I would like to have the submission of cognito form A result in the deletion of the entry on cognito form B when the data matches, however I only seem to be able to use zapier to update this entry not erase it, i am however able to delete the entry on a google doc when it matches but i also cant delete the entry on cognito form B when the matching entry is delete off the google doc - is it not possible to fully erase an entry on cognito using zapier?

1
Troy Tessalone
11 months ago
S
Sven MuchowNew
asked in How Do I
How can I copy Google Docs to a new folder when updating a spreadsheet?

Hey.I am trying to set up a flow that triggers when I update a spreadsheet.On that trigger I want it to create a new folder and copy a google doc into that new folder.Problem is the copying a file step won’t work. It is a Google DOc (also tried with the Google Doc action using a template).It’s returning the error as seen below.I uploaded my document as a google doc to google drive.I tried building in a “find file” step as well and then referring back to it in the copying step. Didn’t work either. The document does not show up in the “File” section only in the custom section where I refer to my previous step of finding it.Any solution to make the copy process work?The path I want to create​​​​​​Details of the copy step. 

1
Troy Tessalone
11 months ago
M
MatadorenBeginner
asked in Troubleshooting
Incomplete Column Mapping from Google Sheets to Google Docs

Solved.

1
ken.a
11 months ago
I
itsandreaheadNew
asked in How Do I
Send emails upon specific Teachable lecture completion

I’m trying to set up a Zap that triggers Convertkit to tag a subscriber who has completed a specific lesson inside my Teachable course.  I’m not able to figure out how to do this since it doesn’t give me an option to add what specific lesson I  want completed. Can anyone help? Here is what it looks like:  

1
Troy Tessalone
11 months ago
E
Elliott_BizITNew
asked in Code & Webhooks
Duplicate Runs of Zap from one Webhook

We are having an issue with a single Trigger and action Zap, it runs 2-3 times in a row with no looping etc that exists and is chewing up our monthly zaps. Any one able to assist in why this might be?  

1
Troy Tessalone
11 months ago
J
JododoNew
asked in How Do I
How to automate moving Outlook emails with "Job" in the title into specific OneDrive folders?

I am trying to automate job emails, so that when an email comes into Outlook with 'Job’ in the title, Zapier moves the entire email into the specific job folder in OneDrive, identifying which job number it is. Is this possible? How would I do this.

1
Troy Tessalone
11 months ago
T
TheBengineerBeginner
asked in Troubleshooting
Box find a file step not getting file or creating shared link

I am trying to find a file by searching through their name in Zap - but am not getting the any value for ‘File’ or shared link - I want to use it to upload files in uploadcare.

1
SamB
Community Manager
11 months ago
D
DanaevNew
asked in Troubleshooting
Linked error: The app returned "URL signature expired"

When i test my linkedin zap, i receive a failed to create an update in LinkedInThe app returned "URL signature expired". Ive reconnected many times the linkedin account and still occurrs

1
ken.a
11 months ago
A
AppleNew
asked in How Do I
How do I extract multiple street addresses from an Email and create a deal for each?

Is there any way to extract the street address in email? Then create a deal in each street address? In the said email there are many street addresses Regards,Apple

1
ken.a
11 months ago
R
Rick PalmerNew
asked in How Do I
How do I extract Google Form data, generate a report, and send details to CRM?

I am totally new to Zapier. I have a google form that my candidates complete on my website. I need the data from this to be extracted, manipulated and then to generate a one off report which is emailed to myself and the candidate, with their contact details being sent to CRM. I have no idea how to go about this, if anyone can help. Thanks 

1
ken.a
11 months ago
C
Car SpaNew
asked in Troubleshooting
We're getting an error connecting Meta Leads to SuperOffice, and we need help.

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.Hi! Is it someone who has experience with connecting Meta leads to SuperOffice?I am totally new to it, and get error codes. I would happily take a call at +xx xxxxxxxx if someone want.:)

1
ken.a
11 months ago
S
Signz by James-GraphicsNew
asked in Troubleshooting
Gmail error: Mail service not enabled when connected to Google Workspace

How do I correct this? I was using the old gmail and recently connected to Google Workspace but I dont really understand all of this even after trying the step-by-step guide. Why is it still saying: “Mail service not enabled”???

1
Troy Tessalone
11 months ago
E
EVDNew
asked in How Do I
How do I automatically fill the Google Sheets with data dependent on Typeform answers?

I am trying to fill in a Google Sheet form, using two sets of data (1) answers inserted after succesfully entering a Typeform questionnaire and (2) concept texts I created, not inserted in a program yet. The first one wasn't so hard to figure out, the second one on the other hand is taking me some time and I havent been able to find a solution yet.My question is: how can I insert the second (2) text data in the Google Sheet, especially as the text I will be inserting depends on the answers that are given in Typeform. It's an if this then that situation of a sort, but I haven't found an answer yet. How can I automatically fill the Google Sheet with the second data source? I can easily put my concept texts in any program, preferably a free one, so no restrictions there. If {{answer A/B/C in Typeform}} then {{concept text A/B/C}}.

1
Troy Tessalone
11 months ago
C
Carlo AutomationNew
asked in How Do I
How to use Airtable to pass data to ChatGPT for automated email replies?

Hi!I’m researching a way to automate email replys with zapier and i have a question about it: My workflow should be: Gmail to ChatGPT to Gmail Draft - this should be easy, but in some cases i need to get Data about the Project / Ticket the E-Mail is about. You know if its possible to connect a Database (like Airtable with chatgpt), so when a customer ask for his ticket Chatgpt can pick it up to give the newest information in the draft? Thanks in advance!

1
Troy Tessalone
11 months ago
E
ElanNew
asked in Code & Webhooks
Update Shopify order status

Hi,I am using Custom Request in Webhooks by Zapier to update Shopify order status to Fulfilled, but unfortunately the status is not updated. All I was able to do is add\update a Tag to the order.APIs added successfully, all accesses are correct.This one works for Tags, only. 

1
Troy Tessalone
11 months ago
C
captainstrongNew
asked in Troubleshooting
Google Drive to Descript Zap: Audio file transfers but transcription fails.

so im rying to take a audio file out of a google drive folder and automaticly transcrips it with descript. but no mater what option i select in the '’File URL section it either comes up with a error or works and creates a file in descrip but there is no transcription. does someone know what i can do?

1
Troy Tessalone
11 months ago
M
Michelle ONew
asked in How Do I
When updating a contact, will it automatically clear the field if there was data in it?

I’m setting up a zap to bring information from Calendly to Hubspot. We have a field in Hubspot for “Calendly custom answer”, and I’m bringing whatever they answered when they scheduled the meeting over to that spot. I have successfully set this up and tested it, however I can’t figure out how to test if it will overwrite existing data or if I need to add another step to clear that spot.Example: Calendly custom answer used to be: “to talk about money” (so maybe this is what they responded when they scheduled an appointment before)From their newest Calendly scheduled meeting, the new answer should be: “to drink coffee and laugh” (this is what they responded this time they scheduled an appointment.Without putting a “clear” step in, will “to drink coffee and laugh” overwrite “to talk about money”? Or do I need to add another step that will clear the field first? Thanks!

1
Troy Tessalone
11 months ago
G
gleidsonNew
asked in Troubleshooting
DeliverLogic error: The app returned, "You must update your phone number to continue"

I got the error below but see no place where I can update my phone number. As a matter of fact, I don’t see my phone number anywhere. Has anyone experienced the same problem? Failed to create an order in DeliverLogicThe app returned "You must update your phone number to continue. <br/><br/>1) Click the 'x' in top left corner.<br/>2) Click the person icon in bottom right hand corner.<br/>3) Go to profile and add phone number.<br/><...". You must update your phone number to continue. <br/><br/>1) Click the 'x' in top left corner.<br/>2) Click the person icon in bottom right hand corner.<br/>3) Go to profile and add phone number.<br/><br/> *Don't worry, we'll save your cart and it will be here when you get done. 

1
Troy Tessalone
11 months ago
A
angelagyangNew
asked in Troubleshooting
Recent change to Slack "Send Channel Message" Thread Ts that breaks following up in thread?

Was there a recent change to how Slack’s “Send Channel Message” Thread Ts should be configured? Several of my Zaps started failing, despite me not making any changes to them.My Zaps were configured with the following flow (screenshot 1), where “Follow up to message” would post into the original message’s thread. I configured this by selecting the original message’s Thread Ts as the value for Thread in the “Follow up to message” step (screenshot 2). This worked for several months, but started failing in the past month or so - at first only sometimes, but now consistently.I was able to fix this for now by updating the Thread to use the original message’s Ts instead of Thread Ts (screenshot 3). It seems like there was a backwards incompatible change here. Is this a known issue? Zap: New message posted in channel → only continue if… → follow up to message Before (now broken): using “Thread Ts” to send follow-up message in specified threadAfter: using “Ts” to send follow-up message in speci

1
Troy Tessalone
11 months ago
Ibanez1998
Ibanez1998Beginner
asked in Code & Webhooks
Yet Another Bearer Token Question for Webhooks

Okay, I get it.  Zapier doesn’t want to give us a defacto API Request app.  Fine.  So we’re using a webhook of which only basic auth is available as an option.  Sure.  No Bearer Tokens there got it.  We can just hard code the bearer token into the header.  Sure.  ...except it’s not working because Zapier pops a 500 server error if I don’t put quotes around bearer and the token.  Except that when I DO put the quotes in, the API I’m connecting to doesn’t expect them and throws a 401 error.  I can cURL this whole thing just fine.  But what am I to do about the literals?Zapier only works with this:Authorization: “Bearer [Token]”API doesn’t authMy API Needs this:Authorization: Bearer [Token]But Zapier has a hissy fit over the space between Bearer and Token Ugh.  What do I do here? 

1
Todd Harper
11 months ago
L
LindsayguyNew
asked in How Do I
Connect a service to Clubworx App

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.Hey guys.New user I was wanting to know what i have to put into the field Name this connected {{service}} account on Zapierrequired. When I am creating my authorisation. See screen shotAppreciate your help

1
ken.a
11 months ago
M
Maaz ahmedNew
asked in Code & Webhooks
How can I give access of Zapier Webhook to client?

I use zapier for lead generation for a client. I connect zapier webhook to the google sheets to tranfer the leads. But how can i give access to the zapier webhook to the client to see the leads without giving my personal zapier login information to my client?

1
Troy Tessalone
11 months ago
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