How Do I
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Hi there,I am currently working on integrating Birdeye with Zoho CRM. My goal is to have a new lead created in our Birdeye account automatically added to Zoho CRM as a new lead. However, I've encountered some challenges in the Zoho steps.I was wondering if someone has experience with integrating any app with Zoho CRM. If so, could you share insights into the event chosen and the fields configured?Thanks in advance.
Hello all, I have a Cognitoform that is being used to transfer student and testing information into an Airtable. The part that I am having issues with my student names (Lastname, Firstname). Whenever I run the Zap it is removing my comma and making the names two different values. I have included my Zap script below and the issue is at the bottom. idrecwd5ZsqGkXtkcnhcreatedTime2023-11-14T13:47:04.000ZfieldsRequest Number81Requested Period1reckY93KMqrbaprQeFocusAssessmentAssessment Linkhttps://www.cognitoforms.com/ArchbishopHobanHighSchool/_2324TutorAssessmentRequestNEW#b4cJ9a0LKIA_p4TSz0K8S0GawCbGHvwBITgEtBADynU$*RequestorTeacherStudent1rec76ccpONb8SiVN72recW0S3nufHIg2kMoCourse NametestingTime Allocated45ReservedDate12023-11-08Assessment DirectionslabelDirectionsurlhttps://www.cognitoforms.com/ArchbishopHobanHighSchool/_2324TutorAssessmentRequestNEW#b4cJ9a0LKIA_p4TSz0K8S0GawCbGHvwBITgEtBADynU$*Cancel or No-ShowlabelCancel or No-Showurlhttps://airtable.com/shr81ywO9hrX2UJNc?prefill_Appoi
Hi,I would like to understand how I can able to update all the fields of a customer in shopify because at this moment in my test flow I can able to modify only phone number, email address, first name and last name.Why don't I see all the other customer fields in shopify? Thank you for your availability. Best Regards, Rosaria
Hi, I would like to create automation so that every time I have a new user registering on my website, they are automatically added to a MailerLite group (Welcome email).It works with already existing users but not users with users who just created an account which leads to me having to manually add new users. Thank you very much for your help.Kind regards,
How do I upload a new document here? It is showing an option from May, i dont remember how I did it previously. I have selected TRIGGER - NEW SIGNED DOCUMENT, maybe last time i used SUBMITTED document thats how i made it work.Thanks
I am looking at doing something a little different, I currently have a sheet get populated every 15 minutes with data to create a feed into slack, this works great as it gets triggered by the new lines (after a script deletes the previous input) and it broadcasts the data every 15 minutes. Within that data is information I want to broadcast only once a day, I am approaching this with a different zap but once I set up a schedule I am stumped how to pick the data (from a whole specific sheet) without using a ‘new row/entry’ trigger. Any ideas? Thanks hive mind!
Hello,I want to automatically import contact details ( first name, phone number) from a Google Sheet to Chatfuel. The Google sheet is where our new leads are captured, so new lines are created regularly.I’ve tried to use a zapier webhook to perform this task, but it does not seems to work
I’m trying to set up a zap to send new leads from Meta to Privyr. This is the CRM used by our client (I work for an agency). They have anothe client doing some other work for them who is also gathering leads and apparently is also using Zapier to send them into the CRM. When I tried to set up the zap, the access token wouldn’t work. Could this be because it is already in use by the other agency? Or can multiple accounts use the same access token? And if not, are there any workarounds we can use?
Hi, Anyone can help me? I would like to merge all my files in Google Drive folder. I don't have idea how to do it. Since the Google Drive app will only return 1 file in a folder. I want to use the folder so I can merge all the files. I appreciate your help! Thanks in advanced!
Hey guys, is it possible to connect two customers which both use zapier without sharing the login credential to the end systems? Example:Customer A: uses SalesforceCustomer B: uses Pipedrive→ When a lead in Salesforce is qualified we want to distribute it to a partner and create it in Pipedrive I am searching something like a trust layer where Zapier is saying thinks like “Do you want to trust Customer A? With agreeing on the blababla it is possible to create leads in your pipedrive instance but the other side will not see your password and username.”
Hello, I created a ChatGPT based ChatBot. I uploaded data. I gave the instruction that the bot is only allowed to answer questions that are related to the uploaded data. But it also replies to any other topic. How can this be prevented. Best regards
My ideal workflow that I am having a hard time figuring out how to do using Zapier: a Salesforce opportunity moves into stage = Contracting feed specific fields from the Salesforce Opportunity into a Google Doc template email or slack the newly created google doc to specific peoplebelow is my initial attempt at what I think the steps are but it keeps erroring after Zapier can find the Google Template.
hello, i am trying to connect Asana to google sheets. I want a new Asana task to be created when I add a new row to my google sheet. But I want the information I add in the row to be included in my new task (such as Name, due date, description). is that possible? I can’t seem to figure it out. Thank you!
I’m using https://archiveapi.com integration to archive files. When I try to zip all files in a google drive folder, I need to pass a list of files. However, it’s a folder with dynamic number of files which names are not known.What should I put into File Data field? Are there any other options?
How do I retrieve the address associated with company in HubSpot triggered by Contact Recently Created or Updated?
i have a zap with the trigger “Contact Recently Created or Updated in HubSpot”.I want to get the address associated to the company associated with set contact (I've circled it in the picture)how do i do this?thanks
Hello everyone,I recently started training on Zapier. I would need to understand how data is stored from one connector to another, so that the next connector can read the previously initialized data. Thanks to all. Best Regards, Rosaria
Hi, I’m new to Zapier and am trying to create two simple Zaps but neither have worked. I have a birthday calendar database in Notion. I wanted to import the existing birthdays into Google Calendar and then the Zap to automatically add any more I add to to Notion, to Google Calendar. It’s put the test one in but not any new ones I’ve created or any existing ones.I have a flight log in Notion which is also meant to remind me when I’m flying. Again, I’ve connected this database to Google Calendar, this time successfully transferred the existing data but it’s added every flight reminder on the same day (today). I assume because it’s using the date of data entry as the trigger, not the date within the database (i.e. the flight departure date). Can anyone help with either of these?Thanks in advance!Ian
Why does my automatic mailing list always display only one person and cannot automatically send to everyone?
Why does my automatic mailing list always display only one person and cannot automatically send to everyone?"I have three people on my list, but I can only choose one, I cannot choose all the people in the E-mail."
I can’t fathom why this is so difficult. Hopefully I'm just missing something.I need to extract the string values of a label type custom field. Is this even possible? More concretely, if my labels are: Alpha, Beta, Gamma, I simply want to get Alpha, Beta, and/or Gamma.From the task data coming in, I can see and get the id of the labels, which is some unique string ClickUp generates in the background to identify the string value, but it seems by default you can’t just get the actual human readable string values?That being the case, the next solution is to reverse engineer the string values by filtering the id’s extracted. In order to do that though, I need a simple mapping of the label’s “unique id’s → string values” (e.g, a1234 → Alpha), which does not seem to exist. I can get each of them individually, a collection of the unique id’s and a collection of the string values, but they’re not meaningfully mapped. I could potentially assume they’re ordered the same, but I don’t love that.I'
Hey all, what is the best way to manage client’s account for AI Automation?For context, I currently have a few client that I build automations for. Each time I onboard a new client, I create a blank gmail account and use that to create a new Zapier account for the client. But the problem is that after awhile it’s hard to manage multiple different Zapier accounts. Does anyone have recommendations on a better process/ system for this? I’m considering on switching to the Zapier team plan, But team plan only has 2k zaps take per month. What if the one of my client used 1.8k of it. That would mean my other clients won’t have much zaps left right?Also, I have a client that I’m currently working on to automate his gmail, however I’d need access to his gmail to set it up. Should I just ask him to send over his gmail log in so I can connect it to Zapier, or is there a better way to approach this as well?
Hello, I am looking for a professional to fix an issue with some of my Zaps triggering multiple times (sometimes up to 20). I have tried this fix without success. As you can see by the screenshot here the Zap is triggering multiple times at the exact same time and draining my Zap allowance in the process. Zapier support have been unable to fix the issue and have kindly declined my request to reimburse the wasted Zaps. Thank you
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