How Do I
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Hello everybody, We are trying to integrate Greenhouse and Hubspot and more precisely the creation of new Prospect in Greenhouse after submitting a Form on Hubspot.Everything goes well with the Zap creation until the “Create Prospect in Greenhouse” and “Set up action” (under “Choose Account”). At that moment we have to fill the “On Behalf Of” field. When we click on that list, there is a set of available users to choose from. The question is, how this list is populated ? Why for example I can find Alice (Alice is a Site Admin on Greenhouse) there but not Bob (Bob is a Site Admin on Greenhouse, too) ? Thanks, Anton
The ‘Capture to ConnectWise Manage’ Outlook Add-in leaves a lot to be desired. The email format, attachments, and email contents are nearly impossible to import into CW Manage without a ton of manual steps. Since the programers at ConnectWise have no intent on updating this Add-in, I am left with trying to find a solution on my own. Does anyone have any suggestions or possibly a successful process to capture these critical emails (and their entire contents) that they are willing to share? I tried reaching out to CW Support… and saying that it was over an hour of my life that I will never get back is a gross understatement! One would think that this functionality would be built into the core of the product… but there I go thinking again!!! Thank you in advance for your suggestions & comments!
Looking to integrate my “Wix Form Builder” with Constant Contact. Basically, once someone fills out a form, I am wanting it to populate in Constant Contact. Is this possible? How would I do it? I see Wix Automation, and Wix Answers as options in Zapier, but those don’t look like the right Zaps?
Hi all, I am running a FB lead ads campaign, and have connected FB to Intercom. We want that all the leads will be added to intercom with two tags: “FB-lead" as well as specify which city the person lives in. To know the city, I have added a question in the form, asking which of 3 cities the person lives in, along with email and name. I have set up a zap that will:Create a new user in intercom when a new lead is added Tag that user with “FB-lead” Custom tag “FB 1. City” However, when the leads are being added to intercom, the custom tag specifying the city doesnt seem to work. The tag itself is being added but it doesnt contain which of the three cities the lead have chosen in the FB form. Anybody who have input on this, or how to solve it? Maybe there is another way to add a city-tag to the user?
I have a custom field I have created in each Quickbooks Online Invoice to record our actual shipping costs. I am extracting these costs from CSV files, but cannot figure out how to write this one value into this one field in an invoice.I have the values ready in formatter, and have got the correct invoice in the QBO Action. All I need is a way to “post” this value in the custom field.Has anyone done this?Thanks!
Can you utilize the appointment setting question on a Facebook lead form to create a calendar event?
Is there a way to utilise the appointment setting question on a Facebook lead form have a zap set up that creates an event in a calendar of that time and date. We need it for people filling out a lead form for a client, and we want the appointment setting times to be directly resulting in a calendar event
Hi Zapier Team!I set up everything to connect Google Spreadsheet to Google Calendar. The test is correct and showing the data in correctly to send to Google calendar. But it is not created the appointment in calendar.Could you help me with this issue?Thanks a lot! All the best,Abid Filali
Hello. I’m a runner and I’d like to use my google calendar as a log of my training of sorts. I’d like zapier to create events on my google calendar in sync with my runs. For example if today I went for a run of 21min13s starting at 11:00 am I’d like it to create an event starting at 11:00 am and ending at 11:21:13s. The start date works just fine with the date-time stamp it pulls from strava. The problem is the end date. I tried setting it to be the “startdate+elapsedtimeinseconds/minutes/hours’ but it just doesn’t work and sets a duration of 8,9,10 hours.
Hey Zapier People I Just Subscribed To A Strater Plan, And Did’nt Realized That My Needs Can Go Over 750 TAsk Per Month.After 24 Hours, I Used Around 300/750How Can I Buy More Task, Or Do I Need To Upgrade Once I Riched To A Safe Limit Like 700, So I Dont Lose The Automation With My Users.What’s Your Best Advice? ThanksNatan
I have Zap, that upon changing a category field called “Create Google Doc” to “Yes” from any other option such as “Not Created”, it creates Google doc using fields in the item and a template stored on Google Drive. It hen does an update step to insert the link to the Google Doc into a filed titled “Google Doc Link” and updates the “Create Google Doc” category field “Yes” to “Created”. However, when the update item step runs and does what I am asking it do do for the “Google Doc Link” and the “Create Google Doc” fields - it also erases all the phone number and e-mail type of fields. The previously existing values on those filed type just disappear. I notice in the Zap update item step, the phone type and email type are pre-populated with their original value even though I am not updating the related Phone number Email - leaving in the Zap. Any help would be appreciated.
Hi, I’m trying to automate the completed tasks on Asana to Todoist,. I go through a 3-step Zap: Mark Task on Asana as Complete Find Task on Todoist Mark Task on Todoist as Complete I’m a beginner on Zapier, and I think that I’m missing a parameter. Does anyone have an idea on how to build that? Thanks
Hi,I have a zap where:Trigger: New moderation tag in InsidedAction: Lookup value in Google sheets to find which slack channel to send a message to. Action: Send Slack message to relevant channelThe zap works perfectly with 1 value. However, when I have multiple tags, the value comes out as “value 1, value 2”. As I only have columns for “Value 1” and “Value 2”, and not “value 1, value 2”, the lookup function cannot find the appropriate rows. Is there a way for me to do a Lookup and Contains as opposed to Exact Matches?Any thoughts?ThanksIlan
Hey guys wondering if anyone has ideas about this problem I'm trying to solve.I'm an advertiser that generates leads for my clients.I have a couple of clients that want me to submit leads to them through their referral system... which currently has no API or built in way to automatically, or bulk upload lead data.(They say it's being worked on but that could mean months of years.)So I'm trying to find a way to set a trigger in Zapier that grabs new lead info from a google sheet and then uses some kind of browser automation to navigate to the login page, login, fill out the referral form with the data collected in the trigger, and then submit it.Anyone have any recommendations for tools that could accomplish this?Thanks!
I have created a zap between Google calendar and Gmail, to email upcoming guests for my podcast 48 hours before the recording, providing them with some information.The calendar entry is populated from Calendly. The issue I have is that I have the the fields/info I need but have one problem with the name of the guest. The only place their name is added to the calendar entry is in the Title, but Calendly also adds in the title is the guests name plus my name, so it reads for example:“John Smith and Tony Winyard” When I setup the email on gmail to be sent to them, and start it with “Hi”, it then adds:“Hi John Smith and Tony Winyard”which is weird from the guests' perspective, as they’ll be wondering why I’m emailing myself! is there any way of filtering out my name from that result, so that it only adds their name, and ideally just their first name?
I have the following setup:Trigger: New reaction added in Slack Action: Create Issue in Jira Action: Send canned message to threadBut what I’m finding is that it only works in Public channels, is this expected? Adding the trigger reaction to a Direct Messages and Private Channels does not trigger the zap. however when I go into the Zap in the Zapier Console and test the trigger, I’m able to reload and see the data for these messages in the DM/Private Channel.The Slack Account that is being used in the Zap is mine which has access to these DM/Private Channel (hence why it sees the data when testing, but it just does not trigger automaticlly). Thanks in advance.
Hello! I want to generate a google Slides from template - the variables working perfectly, but if i want to add an image, that wont work: Is there any method to insert an image from google drive shared link to get a wallpaper? Thank you,Jeno
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