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How Do I

Post here if: you're wondering how to do something, whether it's even possible, or don't know where to start.

  • 13,346 Topics
  • 46,249 Replies

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13346 Topics

T
thinker500Beginner
asked in How Do I

Shared user not able to edit Zap

My client has shared a Zap folder with me so that I can access all the Zaps he’s created. He’s added me as an Admin user of his Zapier account. Still, I’m not able to edit some part of the Zaps created by him. Why? I’ve attached a screenshot for the same here. 

2
T
2 years ago
P
PCA TGNew
asked in How Do I

ConnectWise/Constant Contact Integration

I’m wondering if anyone has experience importing contacts from ConnectWise Manage to Constant Contact?  I have been able to create a zap that adds newly added or updated contacts in ConnectWise to a list in Constant Contact, however I would like to be able to add an additional filter that specifies what ConnectWise marketing group the newly added/updated contact belongs to.For example:  In ConnectWise, When new/updated contact is added to marketing group “Test”, Then contact is added/updated to Constant Contact email list “Test” Any assistance is appreciated!  

1
Troy Tessalone
2 years ago
R
ray123New
asked in How Do I

New airtable records not updated on mailchimp subscriber list

I have new records onto my airtable view, but the only way I can get that change to reflect on my Mailchimp subscriber list is through manually testing and going through the records. Why is not working?

1
Troy Tessalone
2 years ago
M
MarianneBeginner
asked in How Do I

New appointment > new folder with files in google drive and sharing with client

Hi!I’m looking to automate this process I do manually at the moment:New appointment in acuity Make new folder Copy-paste template files and move them to new folder (it’s important that they are google docs files and stay editable) Share folder (with files in it) with a clientHow could I set it up in Zapier?

7
steph.n
2 years ago
R
Ruchika GuptaNew
asked in How Do I

One drive Integration with salesforce

Hi Team,I have tried to connect the OneDrive to Salesforce through Zapier. Requirement :- I need to map the One Drive  spreadsheet column data to Salesforce custom object fields. But did not find any solution for that how can I implement this.Can you Please help me out in this? Thanks Ruchika Gupta

1
Troy Tessalone
2 years ago
O
OliviaNew
posted in How Do I

Issue: Zapier is not working in Wix / Integration Zapier and Active Campaign

Hello,could anyone give me some support? I did send a message to Zapier twice but I do’t have any reply. Zapier is not working on my Wix website, with Active Campaign.I did the test with Wix team and said that Zapier is not responding. How could I find a solution as Zapier team doesn’t reply to my question on the website, Any number I could call? or Tech support? Or anyone who could help me to find the solution why Zapier is not responding? Many thanks.Olivia 

2
steph.n
2 years ago
H
HannahBeginner
asked in How Do I

Teachable Cancellation for Specific Course

I have a zapier setup to communicate from Teachable to ConvertKit (email service provider).  I am trying to add a tag to any ConvertKit email subscriber who cancels a Teachable Subscription.  I have the basic Zap setup and it has been working.  However, now that I have more than one course that uses subscriptions, I need to be able to separate out the cancellations based on which subscription they cancel inside of Teachable.It doesn’t appear that I’m able to add that extra detail of the cancellation from a specific course.Has anyone been able to achieve this or something similar with Teachable?

2
H
2 years ago
K
keplanningBeginner
asked in How Do I

Trying to Set up Wix Automations to Aisle Planner

Hello! When I try to connect my Wix automations to Aisle Planner, it’s giving me this error message  Unexpected token < in JSON at position 0 Can you please explain why that is? Thank you, Samantha

5
Troy Tessalone
2 years ago
I
ITplumberBeginner
asked in How Do I

Zap too expensive, please help ADVANCED

PROBLEM: I am trying to determine when a string contains less than 10 characters, the problem is the input is two separate strings so when I count the string it counts two lengths not the total length, this requires me to use Utilities (Line-item to string), Utilities (Find Length), Filter (Number less than 10). this is a very expensive zap because of how many steps it takes to count both inputs.GOAL: To count the number of inputs, in this case it would be 2 or to find the total string length of both combined inputs without the extra steps. I am trying to determine when a technician leaves less than 2 estimates on a job. This is given by the amount of Estimate IDs. In this example the technician left two estimates, but it took 3 steps just to be filtered out. Utilities with the 2 inputs outputting 1 stringFind lengthFilter if length is less than 10 (THIS IS WHAT I WOULD HAVE LIKED TO COUNT FROM THE BEGINNING)

3
I
2 years ago
A
AlexKBeginner
asked in How Do I

Trigger by Mailchimp TAG

REAL ESTATE My MailChimp lead form tags subscribers based on the property they sign up for.I’d like to trigger my Zapier automation based on the form tag already applied to the subscriber.I have been successful with groups (GROUP ID/Interest Group) however, I’m unfamiliar with filtering by tags.Please see screenshot attached - is this correct? 

3
Troy Tessalone
2 years ago
F
fabmolNew
asked in How Do I

How to display spreadsheet column count on website

Hi I have a google spreadsheet which updates everytime an order is placed on my webstore. I would like to display the column count in the spreadsheet on my website. Any ideas what zap I can use to display the number on my site or send the number as a variable to my site? ThanksFabio

1
Troy Tessalone
2 years ago
P
PravinNew
asked in How Do I

Field named `access_token` not found in OAuth2 results

I am trying to use Zap Stripe+Zoho CRM.I was able to integrate with Stripe but I am getting following error when I am trying to connect with Zoho CRM,Field named `access_token` not found in OAuth2 resultsAny help is appreciated.Regards,Pravin 

1
Troy Tessalone
2 years ago
F
fourmetaNew
asked in How Do I

Can't fill Card Number field

I want to upgade my Zapier account, but when going through Payment Details form I can’t type the card number and the cursor doesn’t appear on clicking this field. Please, see the screenshot below: 

1
Troy Tessalone
2 years ago
N
NayiaHNew
asked in How Do I

How to connect tickets in LiveChat of only a specific group?

Hello, I want to connect LiveChat with JIRA Service Desk and when a ticket of a specific group is created in LiveChat then a ticket is created in our JIRA Service Desk Project. I managed to do that but for all LiveChat tickets. I want tickets of a specific group in LiveChat to follow this zap, not all LiveChat tickets.How can I specify the group and where? 

1
Troy Tessalone
2 years ago
C
chriswrightBeginner
asked in How Do I

Extracting a specific URL from a comma separated list

I use CapsuleCRM and am trying to extract the Linkedin profile URL/ However they seem to store all social URLs in a comma separated list….   how can i extract just the Linkedin URL? I tried various options in Formatter etc. to no avail

1
Troy Tessalone
2 years ago
M
Marwin MartinaBeginner
asked in How Do I

Reschedule appointment in Acuity

Hi,I am using zapier to integrate with monday. When an appointment is reschedule via acuity i want that the new date and the time to be updated in monday.With the reschedule possibility in zapier now is the update one specific appointment. How can i do an integration that is automatically looks which item it should update?In zapier when i use the reschedule option in zapier , only the specific item /id in that workflow is being updated. No new one will be updated.Marwin

2
M
2 years ago
Troy Tessalone
Troy TessaloneZapier Expert
asked in How Do I

How to trigger zap for e-com orders?

[ADVANCED] You need to use the Squarespace Commerce APIs: https://developers.squarespace.com/commerce-apis/overviewUse a Webhooks step to make API requests.Depending on the payment provider you’re using (e.g. Stripe), you can use that to trigger the Zap.  

3
Troy Tessalone
2 years ago
W
WalrusBeginner
asked in How Do I

Automated Reminder Texts at the Beginning of the Day

Currently, we have multiple appointments scheduled on a google calendar, and we created a zap to send a text message, via heymarket, 2 hours before the scheduled visit (using the description section to house their phone number). We are trying instead to send out a text to every customer scheduled for that day at 8 am, regardless of their appointment’s start time.  I have been struggling to hack together a solution and any assistance would be super helpful! For background with what we currently have set up:Google Calendar is our first node and it says that all events with term Daily Visit, trigger a text 2 hours prior to event.  HeyMarket is the second node in our current zap and all it is doing is referencing a daily reminder template and sending the text to the phone number located in the description section of the google calendar appointment.

2
W
2 years ago
N
naveenBeginner
asked in How Do I

Devops connection is throwing "Client secret is expired.".

Hi,  We been using a zap to connect devops but from last two days we are getting an error.   Here is what we are getting when we try to reconnect. The app returned "Client secret is expired.".I am not sure where we need to update this. 

57
Liz_Roberts
Community Manager
2 years ago
K
Kim RogersNew
asked in How Do I

Zapier not picking up data from Salesforce

I have created a zap that fires when a salesforce opportunity is Closed/Won. When the Opportunity is closed/won, it then grants an offer in Kajabi. A very straight forward zap.  I have gone through the process in the test phase of zapier and everything works perfectly - Zapier reads the opportunity in Salesforce and grants the offer.  However, when I turn the zap on it doesn’t work Zapier doesn’t seem to be picking up the data from salesforce - there are no error messages.  What i can’t understand is why it picks up data from salesforce when testing, but not when it is live. We have multiple other zaps where Salesforce is the end point, however this is the only one where salesforce is the trigger.  Is anyone able to help me work out why this isn’t working? 

2
T
2 years ago
B
BANGS ShoesBeginner
asked in How Do I

Replay Zap After Delay Has Passed

Hello! We have a multi-step Zap set up with a series of delays for when someone signs up for our text platform. Example…customer signs up delay 1 day text A goes out delay 3 days text B goes out delay 5 days text C goes outA large group of customers (over 100) are being notified as an error. If we reply the errors we are worried that none of the texts will go out b/c now were are well past all the delay times OR will they all go out at once? Any insight would be so appreciated!

3
N
2 years ago
P
Pawel PerformancelabsBeginner
asked in How Do I

What happens after ran out of tasks?

Hello,What happens when I run out of my tasks in a given month?I have Profoesionall Plan (2000/mo) and I am afraid it can be not enough. 

2
P
2 years ago
C
CPCollinsNew
posted in How Do I

Stripe / Wave Fee Mapping

@Liz_Roberts Hi Liz I have something related but a little different. We have a subscription services. People join and pay with credit card recorded in Stripe. The Stripe transaction file shows the total amount, then it shows the Transaction Fees broken into several pieces one fee to Stripe, one fee to our platform provider, another field which shows the sum of the 2 fees.  We use Wave bookkeeping within which we have created Transaction Fee accounts in order to capture each related fee.  These too are visible in Zapier for mapping to. So far so good. However, when I create the Zap ‘New Charge in Stripe / Record Sale in Wave’ even though I have several fields to choose from, I can only map to one of the Wave accounts. What I need is to be able to select one of the Payment Processing Fee Amount in the Stripe file then map to the Payment Processing Fee Account in Wave. Then then repeat it 1-2 more times so all Transaction Fees in the original Stripe file are matched to the corresponding W

1
AndrewJDavison_Luhhu
2 years ago
Z
ZamieBeginner
asked in How Do I

My contents are going out to IG with delay

Hello there, I’m trying to post on my Instagram account by creating RecurPost Zap so whatever I have scheduled in RecurPost will go out to my IG account via zapier. But my updates are going out with delay. They are not posting as per the correct time. My timezone on Zapier is also correct. Is there any solution to stop the updates posting on the wrong time (delay)? Thank you.Zameer.

4
Z
2 years ago
D
DonAnhBeginner
asked in How Do I

Zapier to Medium - Medium Rules

Instead of creating new posts, I think it's related. It was a medium I tried HTML and Markdown formats, but after 1 post, the account: This account is under investigation or was found in violation of theIs it because the content contains long links, or posting from zapier via Medium is considered spam.I want to get experience using Medium.

2
D
2 years ago
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