How Do I
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Autofilling a web form located in a "iframe": possible within Zapier??
I am trying to find a easy way to automatically bulk enter a web form that is in an iframe. The iframe web form goes to a CRM that doesn't' have any other integration, and manual entry has become too burdensome. I saw another question that was similar but I think the hurdle I have is the “iframe” aspect of it. I tried to do via VB, which I am sure a more capable person could figure out, but i would much rather have it go through Zapier than a VB script reliant to running on local PC. Here is the form in question:https://elite2020.flywheelsites.com/backend-buildertrend-form/
Filtering based on CRM status
We have a source of people that we would like to add to our existing recruitment database BULLHORN. Creating a Zap is perfect for this and we have set it up, however, some of the people on the list may already be in our database. This will result in duplicates we would like to avoid.Zapier can successfully connect to our database and search for records that are present on it.Is it possible to set up a zap that conducts a search on the database for each person on the list and if they are present they are not imported?
Webinar plan is missing. You must subscribe to the webinar plan and enable webinar for this user
Webinar plan is missing. You must subscribe to the webinar plan and enable webinar for this user- I have Zapier pre-approved on my Zoom account already but I still get that error message when I try to zap it with my slack account. Can you help please?
Squarespace commerce / Stripe and Mailchimp
My website is on Squarespace, and I am using the Squarespace integration with Stripe for my online store / commerce. When a customer purchases an item, I need that customer to be added to my Mailchimp audience. The customer also needs to be tagged differently in Mailchimp based on the item purchased (1 of 3 product options). Can anyone help me set up the zaps for this?
Different tools for different triggers?
I am trying to make a zap that gets Card Members Full Name from Trello to Google sheet. But when I set “New Activity in Trello” and try to set what fields from Trello I want to zap to the sheet, does not appear the option “Card Members Full Name”. Only if I chose “New Label Added to Card in Trello” as a trigger.Does it happen with anybody else too?
Creating new Pipedrive records from To and CC fields
Hi! So, I want to create a zap that takes email addresses in the ‘TO’ and ‘CC’ field from an outgoing Outlook email and creates a new record for that person in Pipedrive.I’ve managed to find a way to do this IF the ‘TO’ and ‘CC’ fields only have one person each. However, my brain breaks down when I consider what if there are multiple people in those fields?Any tips are welcome.Ta!
How can I return all regex matches in one spreadsheet row ?
Hi ! I’m trying to extract all the words that matches a pattern from a string, but with Formatter I only have the first match. Here is my string (don’t mind ‘3 dirigeants’, I used another regex for that one)3 dirigeantsVendredi : 2, Jeudi : 1, Mercredi : 3, Mardi : 1I used 2 regular expressions as I want to have the numbers in a row and the 4 last words in another row.This is the first regex for the numbers (2, 1, 3, 1) :(?<= : )\d+And this is the one for the words (Vendredi, Jeudi, Mercredi, Mardi :(\w+)(?= :)But as I said, it only returns the first match for both. So I tried to code instead but I don’t know much about Python… this is what I have so far but I guess it is all wrong as it doesn’t work. By any chance, can someone know how I can solve my problem ? Thank you very much for your help.
Add activity for specific times
hello,I have a zap between Pipedrive (CRM) and my site (Wix)the zap creates an activity for my sales team to call the new lead today.so far so good :) on weekends (friday to saturday here) I want the activity to be scheduled to sunday and not today.how do I make this zap work that everytime a lead enters his details between friday and saturday the activity is scheduled to sunday for my sales team? thank you :)
Invert Boolean in Action?
I have a Zap where the incoming data trigger includes a field ‘accepts_marketing’ and the action I am triggering takes a field ‘opt out of marketing’, so both are booleans representing the same thing but are opposite each other. i.e. if incoming ‘accepts_marketing’ is true, then action field ‘opt out of marketing’ should be false… is there any way to invert the value in the action step? (like ‘NOT(accepts_marketing)’ or ‘!accepts_marketing’) I’m hoping I don’t need to over-complicate this with extra steps...
Excel data > Web Page with Client Specific Data Row > Secure Portal Log In > Also Access to view Project Specific Info
I’ve got to create a hub for a small forum of circa 30 private individuals, whose excel data columns vary for each individual (up to 180 cells) but need to provide the following elements;Web Based Personal Dashboard - 10 to 15 Data Cells showing values in Bar/Pie/Line/£/% that only that person can see via their own log in credentials Private Chat / Message area - between Moderator and Member Group Forum message board - between Moderator and all Members Access to generic media for Forum - Video/Image/Pdf docsThe Forum group is a NFP entity (Not-for-Profit) who needs max Monthly updates (not daily feeds from excel or other external feeds) and there is effectively no budget spend, but I’d like to host something online if possible to gain interaction between members during COVID19 where access to meet as a group is restricted.The products being used at present are Excel (data), Net Nerds (Hosting) and Stand Out (Web page).It’s number 1. that’s causing the headache - I can use Facebook/Goog
Hi! My organization is considering using Zoho surveys to conduct surveys in our city. I noticed Zapier doesn’t seem to have integration with Zoho Surveys but other applications of Zoho. We just want to send survey responses to a team member. Does anyone know of a work around or solution to this?
Payment Plan zap?
I sell my courses through Podia and have a sales funnel on Clickfunnels (stripe payment processing) I’m trying to connect with zaps to Podia. I have one page set up for a course that is full price, and then a downsell page for the same product that is a payment plan (NOT a membership -- 3 payments of $47, which is already all set up for that product in Podia). I’m not finding how I can create a zap that communicates to Podia this is a transaction for the payment plan and not for the full price product. Any ideas?
Best Linux Video Recorder?
Due to work requirements, I often need to record online meetings on Microsoft Teams, Zooms, Skype, etc. I install Joyoshare Screen Recorder on my Windows 10 and Mac, which can help me capture conversations in 1080P with sound. But I bought Linux three days ago, and I'm looking for a video recorder that maybe just as powerful as Joyoshare. Which one are you using on Linux? Any recommendations would be appreciated. Thanks in adavance.
Search & Create in Stripe/Quickbooks
How do I create a zap that bill take an invoice from Stripe and the create that invoice in QBO. Here’s the kicker, I want the Zap to see if the customer from Stripe already exists in QBO.If the customer already exists in QBO, I want the Zap to create an invoice in QBO under the customer.If the customer doesn’t exist in QBO, I want the Zap to create the customer and invoice in QBO. How do I do this?
Multiple email attachments with different actions
Hi All,Looking for some ideas!I have an email which has two attachments, a CSV and a PDF.I want to use the transform/utilities app to for the CSV document, this creates data to be dragged into a new row in SMARTSHEET. However I also want to attach the PDF to that same row.I am able to do these steps individually of course, but not when the two attachments are in the same email; the transformer will not recongise the CSV.I need to be able to distinguish between attachments so I can work with them differently. I believe there is something similar to this when working with Trello ?Any ideas much appreciated!
Formsite & HubSpot
Hi - researching how we can integrate Formsite and Hubspot. In particular - we want to send the data from the Formsite form to the HubSpot contact, update contact records and add contacts to workflows.I haven’t found very much information that talks about formsite so any guidance to more info is great. It looks like we may have to duplicate the form from formsite in hubspot to collect the data there? Can it just be sent to the notes section on a contact? Any best practices that we should be aware of?
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