How Do I
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Hi, I have a similar requirement to the one posted here: I send orders to a supplier once certain criteria has been fulfilled. In our case this means that a third party fraud prevention service has approved the transaction and we have captured the payment.When orders are created in Shopify (in our instance) they are already marked as paid by the customer so I cannot use the New Paid Order trigger. I cannot use the New Order trigger either. For both of these events, the fraud protection would have not completed, which can take up to 24 hours. There are other manual checks we do to validate the order, such as checking the address, before we capture the payment.I tried using the Order Updated event and setting the Payment Status = paid thinking it would fire only when the payment status changes to paid however, it fire all the time for orders where the payment status is paid. This doesn’t work for us either as we may update the order multiple times and we only want the order to be sent t
I am wanting to setup an automation for when a photo is taken on a project in CompanyCam it will then update a status in Monday.com--Current automation: When an install is confirmed in Monday.com by our team, a Project with customer details gets created in CompanyCam, then CompanyCam add the project link in a column in Monday.com I need a way to update the status of the item (customer) in Monday.com to “On-Site” when the first picture is taken in that project on CompanyCam.
I have a Zap creating a card in Trello with the title of the folder name when a new folder is added to a shared Sharepoint folder, but the zap keeps adding a new identical card with every run even though the folder hasn’t been updated. Am I missing some form of lookup to check if the card already exists? I thought I’d done it based on created date but maybe it should be created date and time?
New to Zapier Hi all,I’ve set up a Zap with the intention of adding attendees to an event any time a new entry is created in Google Calendar. Calendly automatically creates entries with the same event title every time which is Meeting with XThe initial run worked fine as it found the event and added the attendees.What I’ve found is that it finds the earliest event every time and isn’t updating any new entries with the attendees.1. New or Updated Event in Google Calendar2. Find Event in Google CalendarIt’s just a string search: “Meeting with X”3. Add Attendee/s to Event in Google CalendarIt keeps trying to update the same meeting over and over. Help please!
I’m adding multiple tags to mailchimp using sheets cell data in a previous step, it seems to be putting the 2 tags together as one in mailchimp rather than 2 separate tags. Am I supposed to be using a separator in the tags area in mailchimp?eg. Tag1 Tag2Turns into Tag1Tag2 in mailchimp.
I thought what I needed to do could be accomplished by Approvals by Zapier, but that was discontinued back in February. I came across an incomplete tutorial in this community outlining how to pre-fill a form via URL. Here’s what I’m trying to do:I have vendors submitting Invoices but they need to be approved. I want to have a form (Invoice Form) that, when submitted, triggers a zap which generates an email to an approver. That email would contain a URL to an approval form (which is associated with the table in the Invoice Form), which has, prefilled, the data from the Invoice Form submittal, along with a checkbox to approve. When the Submit on this form is clicked, a zap is triggered which updates the table behind the original Invoice Form with this approval checkbox = checked, and continues along with other actions.I see tutorials on creating a Button field in a table, but I don’t see how submitting a form can be associated with that button. It seems that button can only be click
This post was split from the topic: Gravity Forms / Zoho Desk Zap getting “The data is invalid due to validation restrictions-/contactId” errorHi! If I use the ‘Find contact’ option for Zoho desk, is it supposed to update the fields I map with Chargebee if the contact is already in our Zoho desk? Or does it just create a new contact if it doesn’t already exist?
Hello, Hope everyone is well!I am facing a challenge today. I am trying to set up a Zap that would retrieve information from a bill in Quickbooks, and then put this info in Monday.To do so, I’ve chosen the trigger called “New Bill in Quickbooks Online”. I can see all the info (i.e. the doc number, amount invoiced, description, due date etc.) about the bill, except for its PDF. Does anyone know why?Thank you!
Hi everybody! I am looking for a solution.. I want to create a New Lead in BullHorn when an event happens in HubSpot however the Fields available for mapping in the Create New Lead action is limited and I could not see some fields I need to map to the New Lead (some are BullHorn custom texts). How do I change the available fields in Zapier for this? or is this even possible?Thanks,Miguel
I’m trying to send all new students in my Thinkific course to Discord and It’s working at the Thinkific end but how to I connect them to a role in Discord if they aren’t in my Discord server yet?Is it even possible to create a placeholder in Discord for them to be assigned once they log in?Thanks in advance.
Hello,I’m trying to make a Zap that creates a task in Wrike when an Outlook meeting is created. But I also want the task in Wrike to have an Effort amount that matches the length of time of the Outlook meeting. This is so when the task shows up in the Resource Module, the appropriate amount of time is blocked off. Is this possible? I guess the workaround if not, would be to just go into the task and set it up, and I could do an automation in wrike to notify the assignee to do it when the task is created in that folder...
OKKKK…… Is it possible for this to happen. I created a lead capture page in Stan Store. I need it to act as a opt in page for my website. So when they submit I need 2 things to happen. 1- the lead is captured2- the lead is redirected to my website which is an external link. Can I use Zapier to do this? THanks in advance!!
I am trying to create a zap that updates a task in clickup when a client books a call in calendly. My tasks in clickup are created by client’s first discovery call and it is pulling their first name and last name for task name. I want to add a tag to a task when they schedule their kickoff call. Everything is fine until I get to update the task.
Hi everyone!I'm trying to create a flow to export data from Salesforce to Excel and it's not easy at all. What I’m looking for is updating certain cells in excel once the related field in the Salesforce account in updated. Do you have any idea of the specific steps I have to follow?Thanks
Is it possible to fill out and submit a Smartsheet Form using a Zap (as opposed to inserting directly into the Sheet)?It would be useful for me to use Automation to, when a row is added to my Smartsheet Sheet, fill out (with a couple of fields) and submit a Smartsheet Form created by another department, which populates another sheet that they own. I don’t currently have access to their sheet (and if I could fill out and submit the form I wouldn’t need access). I haven’t been able to figure out how to do this - is this possible?Thanks!
When an invoice is made for an account I want to update a column in modnay.com to match the order date. So, In the accounts tab I have a column titled Last Order Date that i want to update whenever an invoice is made within xero. Thinking the .Trigger. when new sales invoice in Xero ThenChange Multiple Columns Value in monday.com But dont know how to format the sections correctly after that? Specifically, If is select the board Id as accounts, then what do i select for Item id so that it matches the invoice to the correct account?
Hello all,we would like to use Zapier together with GravityForms. After submitting the form, a payment link is to be created - this also works so far.However, the problem is that on the payment page, only the credit card payment method is available. However, another payment method (giropay) should be displayed. In the Stripe dashboard, no payment methods can be managed for the Zapier API ("Zapier manages the payment methods for you - Zapier has not enabled you to manage payment methods from the dashboard.").Does anyone have a solution for this?
Hello community!Instead of updating, I get the creation of a new deal in PipedriveI have1 step - trigger in Cin7 “SAle info Added”2 step is - Find a Deal in Pipedrive (if not found create a new deal)3 step - Update a dealFor 2 step used different values: “Field to Search By” value - email, title- title and otherProblem: Instead of updating, I get the creation of a new deal in PipedriveGive me advise, how to set up it correctlyThank`s
Hello! I’m trying to look up rows from a google sheet > create a new sheet > email it over as an attachment using gmail. It would be best to just email over the rows that have been looked up as a table, but unfortunately it returns as a string. Therefore, I think the best way is to create a google sheet instead and attach it to an email before sending off. Currently I’m stuck on creating a new sheet with the looked up values (not sure how to go about it). Below is my current flow where i’ve yet to create a new sheet. Ideal flow:User fills in a form and it gets recorded on a new sheet (done) Zapier to look up a column in a master database against one of the answers from the google form (done) Create a new sheet with the looked up rows (not done, need help) Attach the new sheet in email and send off to the form responder (not done, but I know how)Hope someone is able to advise. Thank you!
Hi! Per my Subject, I’m trying to read game events in a calendar in a Wordpress web site as triggers to have EZ Texting send info from the Event entry by text to a distribution list.When I enter test events in my personal Google Calendar, they are properly retrieved and subsequently texted, so the Zapier Trigger and Action seem to work. I now just need to redirect my Trigger to read this web-based calendar instead of my personal Google Calendar. just pasting the URL of the Calendar tab from the web site into the trigger source.When I try to change Account from “Google Calendar email@example.com” I don’t have another Google account to turn to. I experimented a bit trying to structure the site as an RSS feed, but haven’t had success there either.Any thoughts? Thanks very much in advance for any guidance.Tom Lyons
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