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- 13,346 Topics
- 46,249 Replies
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!
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?
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
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
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?
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)
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?
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
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?
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
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.
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?
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!
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
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.
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.
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