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New Squarespace Form with a Picklist option to Salesforce Lead
I have had a successful Zap running for weeks now capturing the Squarespace Form Name, Title, Email, Company, and Custom Message. It will then create a lead in Salesforce with the fields just mentioned. However, now that a picklist has been added to the form I am having trouble mapping it to Salesforce. Squarespace picklist option: Yes / No Salesforce Lead picklist field: Yes / No How can I edit my zap so the Squarespace form Yes or No selection maps properly back to the Salesforce Lead field that is also a picklist of Yes or No? Currently, Zapier is recognizing the picklist in Salesforce but makes me select what would be a static Yes or No instead of being dependent on what the form submission contains.
How to upload a PDF in Google drive to a Basecamp project
I am trying to automate my JotForm submissions so that every time a new form submission is made a new project is created in BaseCamp and a PDF of the completed form is uploaded to BaseCamp. I currently have a Zap that creates a new BaseCamp project upon submission of form and that's all I could get. I have JotForm automatically sending a PDF of the completed form to Google Drive. So once the project has been made from the submission trigger, how do I get that specific form PDF from Google Drive uploaded into the BaseCamp project? Thank you.
Zenmaid - ActiveCampaign: Where to locate test zap?
Zapier sent a test zap to activecampaign from Zenmaid but where do I look for it in Activecampaign? Zapier gives you no information whatsoever to find a test zap in Active Campaign. They say they connect with Zenmaid but with no help whatsover and no customer service, seems this is not the program for me to connect. It seems you have to be a major developer to use Zapier. Plus I can only email them with questions and wait 48 hours for a reply. I think its awful customer service. I may have to keep looking for another program that has customer service, which this does not have at all
Calendly Zap for specific events
Hello, I Have a Calendly page with three events, one is public and the other two events are private. I use the public event for free mini-coaching calls and have it connected to Mailerlite via Zapier so that immediately after they book a session they are added to a smiling list which automatically sends them additional info about the upcoming coaching call. This works great. The problem is that the other two private events have nothing to do with a coaching session, infact one is for my podcast guests to schedule what time we’ll have our interview recording session. I don’t want them going to the mailerlite list and getting details about coaching. Is there a way to set up a Calendly zap that is specific to an event rather than my Calendly account?
How to retrieve Stipe's Payment Links data?
Hi,I am creating a Stripe to email Zap.My goal is to send an email on every successful Stripe payment.For the payments I am using either the Stripe invoice tool or a Stripe payment link.When creating the Zap, I managed to find all the data for a successful payment via a Stripe invoice, but I cant seem to find the data for the product(name), or any customer ID when a user pays via a Stripe payment link.Am I missing something here?Hopefully there’s someone that can help me out.Thanks!
Zap to Add Row in Excel Spreadsheet located on Group OneDrive or Sharepoint online
I am trying to set up a Zap which pulls data from Clio into an Excel Spreadsheet which is located in a Business Group OneDrive or Sharepoint online. I have no issue pulling the data from Clio and can push it into a Google Sheet or an Excel spreadsheet on a personal (not shared) onedrive. But I don’t seem to find the way to access the group onedrive folders to be able to push there. Any help appreciated.
Shared Drive (G Suite) URL ID not working in zap
I understand there is a thread about entering the ID of a shared GSuite Drive (Team Drives). When I do so in a Google Sheet - Google Doc Zap, however, I get an error and the Zap says the ID is unrecognized. This is the full URL https://drive.google.com/drive/u/0/folders/0ANc4NG3iRUoPUk9PVA I am entering 0ANc4NG3iRUoPUk9PVA in the custom line.
Transferring ownership of zap to another user results in catch webhook url being updated - why?
Hi folks, I created a zap where the trigger step is a catch hook (i.e. a webhook that catches data from a post request). The trigger step is the default zapier webhook app. In this app, I am given a generated Custom Webhook URL. I tested the app and all works as expected. I then transferred ownership of the app to another team member. Interestingly the generated Custom Webhook URL changed as a result of transferring ownership, with no warning. As a result, the zap was no longer ‘catching’ posts meant for the zap, as they were posting to the old URL. To fix the issue, I had to update any post requests to the new URL. Has anyone had a similar experience? I found this change confusing. There were no warnings to this effect when transferring ownership nor were there any error messages when the transfer took place, which meant the zap was not triggering and the process that depended on it was silently failing. I’ve had a look through the docs and community posts, but I haven’
Zoom Mailchimp integration Invalid time value
Hi there, I’m trying to make a Zap that saves in a mailchimp list (audience), Zoom webinar’s subscribers. In the Zoom trigger “New Registrant in Zoom”, when I clik “find data” I get a “Invalid time value” error. Could it be beacause I’m using Zoom with a CET timezone setting? And if so, How I can a deal this? Thanks for helping me, Pietro
Help- FB ad leaddpages form to add to mailerlite doesn't work 12-7-20
current software: Lead pages, mailer-lite and zapierHave a FB conversion ad not a lead ad for a free workshop, they go to Leadpages form, then the subscriber gets added into my mailerlite CRM, then into a group. Doesn’t work. When a subscriber clicks on ad and submits form, I just get a email from leadpages that lead@email submitted opted in form. the subscriber doesn’t added into my mailer-lite account.Does anyone know how to get this process done? I’m currently paying for upgrade to Zapier for premium zaps for FB leads, Do I need this? thanks in advance.Cinfy
Squarespace isn't sending customer name to Stripe
I used a formatter to extract the customer email address to get the Stripe customer to be sent an automated email from Flodesk. Now, how do I get the Stripe customer first name and last name to be sent to Stripe and have the First Name separated from Last name so that I can send the automated personalized email message. Thank you
Smartsheet Row Lookup with Zapier
Does anyone know away around the lack of an “action” step with Smartsheet to be able to identify a row? It seems like a very basic function. I can use a workaround of creating a google sheet with the identical information as Smartsheet, but seems redundant and a greater chance of error.
Fill custom fields with "Create Lead" action
Hello everyone, I am a longtime Zapier user but this is my first day on the forums :) I hope I am doing this correctly—Zapier Support indicated that I can garner community interest to help encourage development of a feature for the Pipedrive integration.Currently the Pipedrive “Create Deal” action can fill deal fields and any custom fields. I’d like this same level of functionality for “Create Lead”. Please “👍like” this post and comment if you’d like to add your support!Paul
How to create a single Google Doc from a Google Spreadsheet
I want to create a Google Doc from a Google Sheet and have it update the Google Doc every time I add a row, in essence, creating a new page on the same document each time a row is added. I tried using Google Sheet to Google Doc Template yesterday, but found that it creates an individual Google document for each row in the spreadsheet. I could also only get it to recognize one column. The spreadsheet I want to convert has over 90 rows. I don’t want 90+ Google Docs Is there a way to create one document from a Google Sheet with each row being represented on a page?
How do I update Mailchimp contacts with selected groups from Typeform, without needing one Path per group?
I have a Typeform with 6 multiple choice checkboxes corresponding to 6 different MailChimp groups. The user can select any number of boxes in the form. Obviously, I can send those choices into Zapier, but I want to only update the MailChimp contact with the selected groups a single time. If I use “Paths”, I need 6 paths: one per choice. And each path requires two tasks. And each path, individually, tries to update the record. I don’t know for sure, but it feels like this could cause race conditions and some of the updates could be missed. But as a principle, I also just feel there should be a better way than needing to use 14 tasks to update a single record for a single form submission.Here’s a better explanation:Zapier Community - Update record single time w/multiple choices - Watch Video Anyone else have any better ideas? Thank you!
Hello Bar not pulling in all information
Anyone else having issues with hello bar? It seems to only want to pull name and email addresses. My Hello Bar form has name, phone number, and email address. When it saves to hello bar contacts list it saves in the following format(Name, Phone Number) under one column and (Email) under it’s own column. The test function pulls the name, number but actual runs it only pulls the name. it pulls the email fine. So everytime I get a lead I have to log into my hellobar account and copy the phone number over myself. Kinda sux.
New webinar registrations can't be added to zoom if the meeting ID is dynamic
I had a zoom webinar integration that has been working for 5 months and as of today it does not work anymore no matter what I try. When you add a webinar registration with a dynamic webinar ID you do not have the option to add a last name and therefore it fails. I tested the dynamic id for adding a meeting registrant and it works fine. The bug is only isolated to the webinar registrant.I know this is a know issue, but like I said before it has worked everyday for 5 months until today. I have tried every trick that people have offered up including all the tricks around the last name required, completing the zap with an extra unknown field, etc. Are there any new ideas to fix this? If I don’t use a dynamic field for the webinar id, it works great but that does me no good since we have people registering for up to 20 different webinars at the same time.
Mongodb Error with Zapier
I am trying to connect my mongDB to zapier and the connection is just fine, but few things are unusual and also I am getting a error which I want to point here 1.) My connection is only established when I specifiy a database name although it says its optional 2.) After getting connected I am getting the “No address associated with hostname” error when I try to select a collection Kindly Help.
Email address in Jotform not being sent to AgileCRM
I’m trying to connect JotForm to AgileCRM.When a user fills out a form in JotForm, I need Zapier to Add the user to Campaign. The apps are connected, the Campaign in AgileCRM is recognized, but when I test the Action, I get the error:Subscriber Email empty (required) I’ve tried:Formatting: Convert to lowercase, Find Email.Neither of them made any difference. Please help! Thank you!
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