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28193 Topics
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sigmacreedBeginner
asked in How Do I
How do I copy the table in Google Docs to my Google Sheets or Microsoft Excel?

I have a weird flow that i’m trying to build. I’m converting pdf to docs to gsheets. I have successfully moved from pdf to docs but now trying to figure out how to copy the table that is in docs to gsheets. is it possible? i know i can do it from pdf to xls via pdf.co but call me cheap, don’t want to spend more money elsewhere. I’ve also tried searching the forums but didn’t find anything similarThis is how it looks like. 

3
JammerS
3 months ago
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jk64811Beginner
asked in How Do I
Quickbooks to send an invoice?

I made a zap that integrates with Airtable, and “find customer” if no customer found, create customer. Then it creates an invoice for the customer, but it doesn’t send it. I can choose the “Send Invoice” option but I dont understand how to tell zapier that I want to send the invoice that was just created, because I dont see any variable returned when the invoice is created, and the only other options i see for selecting an invoice in my zap is a statis invoice selection which i dont want. PLEASE HELP! :)

2
SamB
Community Manager
3 months ago
E
EJ_growthNew
asked in Troubleshooting
Unable to link custom property "Expiration Date" in HubSpot CRM integration with Zapier for automated alerts

Hello everyone, a pleasure to greet you. My name is EJ, and I've been using Zapier in my growth marketing agency for a few weeks now. I currently want to make a series of integrations between Hubspot CRM and Zapier to more efficiently manage my customer base and monthly recurring subscriptions. The idea is to track a custom company property (expiration date) to analyze daily if there is a company in the CRM that has an expired service expiration date (comparing it with the current date) in order to perform several actions:1. change the company field in CRM (lead status) from green emoji (would indicate that the service is active) to red emoji (indicates that the customer has not renewed yet). 2. Send a series of internal and external alerts with Asana, Google Calendar, that indicate me those customers that have expired dates to send follow ups, internal reminders, etc. I can not link in “Find a Company in hubspot” the custom property expiration date and its value. To tell Zapier to ext

3
JammerS
3 months ago
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sebbieBeginner
asked in Troubleshooting
Email Parser by Zapier pulling incorrect data. Issues with parsing accuracy and output

We use a core system that has an API but no web hooks, but we can configure customer trigger and automation emails. We are using these feed into Zapier’s email parser to trigger web hooks (and other actions).We are having a lot of issues with incorrect parsing, whereby the parse output is pulling in other data (inc. fields that aren’t even physically adjacent in the email).I’ve tried creating new inboxes, reporting the outputs as inaccurate and re-mapping. I’ve left the default settings for body source and parser engine - not sure if I should switch based on our data structure, or just go out and pay for a different email parser?Body Source - Use the best body content available Parser Engine - Best Match (v1 + 2 recommended)  See example of incorrect Parse Output Contactlast below being pulled in Zapier:  In terms of the email trigger, we are using a very simple format, with each piece of data on its own line. For example: Reservation Number: {{reservation.id}}Reservation ID: {{reserva

3
Troy Tessalone
3 months ago
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LanaMoBeginner
asked in How Do I
How to get a zap to work between Less Annoying CRM (LACRM) to Mailerlite? 

Hey all- new to this community and to zapier, so total newbie here needing some help please!I’m working with someone to get their Less Annoying CRM to feed through to adding a new subscriber in Mailerlite.  The data is in the LACRM and put in a group imaginatively called Mailerlite 1. There are a number of groups already set up within his LACRM and he specifically wants the contacts in the Mailerlite 1 to be added as new subscribers to an existing automation in Mailerlite.The problem we are having is that we have created the zap (so far, so good), and in the zap we said we wanted data from a group (though it didn’t give us an option to choose any of the CRM groups), but when we get to seeing a record to test the connection, it’s pulling CRM data from a different group- called BL, and not the Mailerlite 1 group.We tried creating a mailerlite test group in LACRM to check that we were a) setting up the zap correctly and b) to see if we could get the data records from the mailerlite test g

3
L
3 months ago
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JoshtgBeginner
asked in How Do I
How do I automate changing a status in monday.com when a payment is made in GoCardless using Zapier?

Hi All so im looking to set up an automated status change in monday.com from a payment in gocardless so i know it been paid gocardless is all good but cant seem to figure out how to get zapier to find the client from there name or email and then change the status 

5
ken.a
3 months ago
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kyungwooBeginner
posted in Code & Webhooks
Issue with Webhooks by Zapier Post action when file object is included

Hi!I've encountered an issue when using Webhook (POST). When I include a file object and Data in the POST request, the data Data options get formatted as a single string, like this:Array ( [data] => client_id=3&order_number=12345 )However, when I don't include a file object, the data field options are sent separately, which is the desired format:Array ( [client_id] => 3 [order_number] => 12345 )I want my data fields get passed in this way even after including a File objectIs there a way to send the data field options separately even when I POST a file object together?FYI,My API is developed using PHP and used print_r($_POST); to check how the data fields get passed to my API

1
P
1 month ago
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CesareBeginner
asked in Troubleshooting
Message Error: No existing subscriber emails provided

I am sending data from our Typeform Quiz to Sender (e-mail automation) with a Zap.I sometimes manage to update the email group in Sender with testing inside the Zap, it never worked in production, i.e. filling out the Quiz.Thats not the issue right now as my Zap throws an error before. If i test the Zap in Data in it recognizes the data 1) mail, 2) name but on the Data out it shows the error “No existing subscriber emails provided”. This doesn’t make any sense to me. I also have mapped the data (see screenshot). The Zap is published and active in a test environment.Any idea where the problem is? Thanks for your help.Cesare  

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Troy Tessalone
2 months ago
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CATV35New
asked in How Do I
How do I convert Feedly News headlines to CNN/BBC style news crawl with Zapier?

I am trying to use feedly to capture news headlines from various Native American News outlets and convert them into a CNN or BBC style news crawl where only the headline and maybe a 2 or 3 sentence summary of each story is displayed. It needs to be very brief but get the message across.If you’ve noticed the CNN or BBC news crawls you will know what I mean.How can I get Zappier to reduce these stories to a format friendly to a news crawl?   

1
Troy Tessalone
2 months ago
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Benno27New
asked in How Do I
How do I automatically reply to Gmail emails using ChatGPT?

Hi,Are there instructions on how to have emails from gmail answered automatically with chatgpt?

1
ken.a
2 months ago
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Ali_MaccaBeginner
asked in Troubleshooting
Zapier not pulling in email data from email field in Adalo record

Hello,Zap flow: Trigger: New record in AdaloPath: If data contains X then do YAction: Add subscriber to MailerLite groupProblem:1. Zapier does not pull in email data from Adalo new recordor2 . Zapier does not pull in the email field or data​​​​​​​ The records that is pulls in definitely have the data in Adalo.All other records seem present and the correct data is there.Any help would be amazing!​​​​​​​Thank you!

3
SamB
Community Manager
3 months ago
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jacob.mirthBeginner
asked in How Do I
How to hide long text in an interfaces table

How do wrap text in an interfaces table component? It used to do it automatically for fields with the type “long text” and give you an option to “show more” in the interface, but now it just displays a wall of text for each entry.Please feel free to ask clarifying questions if needed. Thank you!!

1
ken.a
3 months ago
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SelvaSSRNew
asked in How Do I
How to map Google Forms checkbox field to Salesforce picklist values in Zapier?

How to Map google forms checkbox field to salesforce picklist values? I am having a questions with four values as a check box in Google Forms  while i try to map with salesforce in the mapping field area it is not showing the values to map.

1
Troy Tessalone
2 months ago
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fantomvfx6Beginner
asked in Code & Webhooks
Webhook Issue with Instamojo

I tried form & json  Set the properties I am succeeding in Test and getting values - but the Key names are empty![for both form & json] Any suggestions?

5
F
3 months ago
A
ap123New
asked in How Do I
How do I add private notes to new Simpro sites via Zapier?

Hi,Using SimPro, I am trying to add a series of “private notes” when a new site is created. I have the trigger of “New Site in Simpro”, which works correctly kicks off the zap, however I can’t find a way to add fields to this new site via Zapier. If I create a new Site from Zapier I can add data to the “Private Notes” field, but it seems I can’t do this from a Site created in Simpro. Also I can successfully search for a site, but again don’t seem to be able to update the fields once found. Am I missing something, or is this just not achievable? Grateful for any input.Thanks

2
ken.a
3 months ago
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MaxBotBeginner
asked in Troubleshooting
Zap is not triggering when clicking on the ClickUp checkbox field

Hello,So I have a Zap which is normally triggered by clicking on a custom field in my tasks in click up.The custom field is a checkbox named “Staffing Confirmed”, which is supposed, when it’s triggered, to send a mail with a lot of informations to my coworkers. My problem is, when I tick the box on click up, Zapier don’t react, the only way to send the mail is to test every steps manually, I can’t run the zap automatically, and I don’t know why.Zapier take in count every new tasks created in my list, not only those which “staffing confirmed” is true. Is there a better way to succeed my automation ?

4
SamB
Community Manager
3 months ago
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Kim_MBeginner
asked in How Do I
Populate date zap begins to add to a spreadsheet

I am filling in an excel sheet with a zap when new entries on a vendor’s google sheet are populated.  I can’t change the google sheet but need to pull in the current date the row was added in excel.  The date would be when the zap action happened.  Is there a way to populate the date the zap begins to enter in an excel worksheet?

1
Troy Tessalone
3 months ago
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sam22Beginner
asked in Troubleshooting
SoundCloud Error - Auth is expired

I am having an issue connecting my SoundCloud account to Zapier and I keep receiving this error to “reauthenticate my account”. I am trying to transcribe my audio files from SoundCloud through Sonix and connecting my soundcloud account is the first step

4
ken.a
3 months ago
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uopinkNew
asked in Troubleshooting
404 Error when trying CB Insights automation

I am testing an automation with CB insights. It will search for a company name (dynamic field) and return data.  However, for some reason when I test it, it doesn’t work.  It sends me a 404 error. I’ve checked the CB insights platform and know that that company name (exactly as spelled) is in the database so I don’t understand what is going wrong.

7
Troy Tessalone
3 months ago
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Shreeja JNew
asked in Troubleshooting
How can I connect Zoho Projects and Jira in real-time for field updates?

Hello Team,We need to integrate Zoho Projects with Jira in a two-way sync. Can anyone help us with this? Also, could you please clarify if there is any data loss after the integration is completed? Specifically, if I change a field value in Zoho Projects, should it also update in Jira? Thanks,Shreeja J

2
JammerS
2 months ago
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WorkflowMagicBeginner
posted in Troubleshooting
Zap won't stay for monday.com & Mailgun

 This zap was set up a couple months ago and keeps turning off. Any insight on why and/or how to troubleshoot?     

3
ken.a
3 months ago
A
AmriteshNew
asked in Code & Webhooks
Error Message: Could not create record of the "Lead" object: Duplicate record.

The Zap is designed to catch a webhook in Webhooks by Zapier and create a lead in Salesforce. However, the Zap stopped with an error indicating that a duplicate record was found in Salesforce.Details of the error are as follows:Error Message: Could not create record of the "Lead" object: Duplicate record.I've attached a screenshot for your reference. 

0
A
3 months ago
S
StudioBeginner
asked in Troubleshooting
Zap can't link new projects with HubSpot deals due to circular dependency

We're having trouble setting up Zapier to automatically link new projects with HubSpot deals. The problem is that Zapier can't find the project based on the deal name in HubSpot, even though the project team has the same name. This is because the project itself is being created within the same Zap.Circular dependency: If selecting a pre-existing project is required, it creates a circular dependency. We can't choose a project because it's being created as part of the Zap itself. Defeats the purpose: The whole point of the Zap is to automate the creation of new projects based on deals. Requiring manual selection of a project name undermines this automation.What we need is a way for Zapier to automatically identify the newly created project based on the matching deal name in HubSpot. *I’ve intentionally left out the Task List Template value blank but it works from Step 1 to 4 and is able to create a task list in Teamwork successfully.  

3
A
2 months ago
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Klinkloans FundNew
asked in Troubleshooting
Zap for DocuSign signature envelope missing data from Gravity Form

I recently created a Zap to send an “Signature Envelope” from docusign. The data is being pulled from a gravity form, and is properly matched up to the template fields from Docusign. The “Data In” section is correct but the “Data out” is left blank - see screen shots below. When the signature envelope is sent it is blank. Any ideas on how to fix this? 

1
Troy Tessalone
3 months ago
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BurleboRussNew
asked in How Do I
Exclude ChatGPT Sign-off Line

When using my ChatGPT assistant within OpenAI, I'm not seeing a sign-off message, but when used through Zapier, it keeps getting generated. Not every message, but most messages are ending with something like "Best Regards, [Your Name]". I have tried adding specific instructions to exclude a sign-off message, I have tried assigning a name to the assistant, and I've done other iterations of instructions like that but it keeps generating the sign-off. Because the sign-off message doesn’t get generated when I am testing the assistant within OpenAI, I believe it is an issue on the Zapier integration configuration but I’m not sure how to fix it. Any help on this would be great!

2
B
3 months ago
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