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Add Referral Partner to Infusionsoft Contact
I am an affiliate generating leads for a client using Infusionsoft. I need to add myself as an Affiliate Partner in infusionsoft (Action) when i generate a new lead (trigger). The trigger part is simple. The action is where the problem is.Is there a direct or indirect way to add an affiliate partner in infusionsoft with Zapier, or is there some other tool i can use to accomplish this?If anyone has found a solution to this issue, sharing would be much appreciated!thanks,daniel
Automated video insertion into the site section
Hello everyone, I'm looking for solutions for my site to automate the future process. The process consists in the fact that during any sporting event different actions take place (red cards, penalties, pauses in the match), and I would like that during such an event, when the operator clicks (let's call this participant in the process an operator), a video from the last 15 seconds and a note, depending on the type of event. Do you think the Zapier can cope with this task?
Google / Outlook multiple calendars
Hi I would like to clarify the best practise for using the Google & Outlook calendar integrations.I need to sync multiple calendars that belong to different people across both these platforms. I could have 100’s if not 1000s of calendars to sync with via webhooks from my application.At first glance it looks like I need to create 1 google account and 1 outlook account and then share all the calendars that I wish to sync with those accounts (If I want to keep this simple and fully automatic)Are there any other options for setting up this type of integration? Thanks
New Eventbrite Registration to Excel
Hello, I am trying to create a new Excel spreadsheet every time an event is created in Eventbrite, and then when anyone registers, have them be added to the spreadsheet that matches the event’s name. Currently, I can do these separate.Everytime I create an event, excel creates a spreadsheet. Once the event is created, I connect the event with the spreadsheet, so when someone registers, they are added to that spreadsheet. I am trying to combine the tasks above so I don’t have to keep connecting events with spreadsheets everytime we have a new event. Below is the error I am getting. I currently have the spreadsheet created and trying to connect a new registration with the new event. Notice I am using the name of the event from EventBrite in the “Spreadsheet” name as data is being pulled from anyone who registered from any event. I added the .xlsx because the file name would be the same.
Formstack & Google Docs
Hello,I have a formstack form which generates a PDF using Formstack documents (formerly webmerge) but I was wondering whether I could generate goggle doc from the submission. Reason is, Formstack + formstack Documents is proving to expensive for us, especially during this period - so I’m looking for an alternative way to accomplish the same task.Any ideas?
How to increment the Pardot Score using "update prospect"?
Hi all - i’ve just created a zap between linkedin lead forms and pardot. The flow looks like this: When This Happens: Submission of Linkedin Lead Gen formDo This 1: Find Prospect in Pardot (and create one if none exists)Do This 2: Update Prospect in Pardot (finds the recently created prospect via Lead ID found in “Do This 1” step) with lead score of “5” The issue is if it’s an existing prospect, it changes the total lead score to 5 instead of ADDING 5. Is there anyway I can have the zap increment the lead score by 5? Or is there another workaround? thankspawan
Squarespace to Salesforce Integration - Web to Lead - Avoiding Duplicate Records in Lead Object
I have a Squarespace website that has a Zap connecting 4 different webforms to a Salesforce org. Each different form submission data is going to the Lead object as a new record. I am not able to consolidate the online forms to one due to nature of the data that needs to be captured from each one. Each of the 4 webforms is regarding a different topic. Due to which web form that is being used, the form data has to populate into a specific Lead record type. Please tell me how I avoid Lead record duplicates as they come in, since a person filling out the online forms can fill out a web form more than once.Please assist, and thanks!
PipeDrive Organization Search only returns one record
I have set up the integration to PipeDrive, and I am searching on a custom field. The problem is that it only returns ONE record from Organizations. I put in a test set that has duplicates, and it only returns one organization.I need it to return an array or list of the orgs, then I can filter out which one needs to get updated, OR let me search on more than one field at a time.Anyone else have this experience or know how to fix?
How to match radio options from jet engine to mailchimp tags or groups?
Hello,I want to connect a checklist options from jetforms into a tag in mailchimp.I have the feeling that it might be related with Audience fields and *|MERGE|* tags, but I can´t figure how to do it.I would like “sanitarios” to be tagged in the subscriber info.Any help?
Submit a workflow form in Slack and export to a Google Sheet
I am trying to do something similar. I want users to be able to submit a workflow form in slack, and then Zapier to take the output of the form sent to a slack channel, and export to a Google Sheet. Currently instead of exporting sections of the Slack workflow into different columns, Zapier dumps it into a single cell in the Google Sheet..
Integrate Zoom Meeting Registrants into Teachable
Hi, I want to set up a zap where people who sign up for a Zoom meeting (NOT webinar) are automatically enrolled in a specific Teachable course. I am only seeing how to do this for webinar attendees, not meeting attendees. This would only be for specific Zoom meetings, not every single one. Does anyone know how to do this? Thanks!
Copy all out-going Gmail messages to a certain account
Our company has a corporate gsuite Gmail account “office@…” we require a copy of all outgoing message from the sales people accounts (mike@, john@, etc...) to be forwarded to the corporate account. I cannot find a trigger (which would be pressing the “send” button) to do this.BTW, Gmail does not allow forwarding outgoing messages by means of a filter… only incoming messages.Thanks
This person could not be sent to Nutshell - Invalid Choice "YES"
I am setting up my Zap from Gravity forms to Nutshell person set up.I had it all synced last night with some of the custom fields and came back this morning to link all remaining custom fields, and it keeps coming up with the error message - This person could not be sent to Nutshell - Invalid Choice "YES" I am in australia so hard to get phone support and want this sorted asap. Any help would be appreciated.
Overwrite email in Salesforce with blank/null value?
I’d like to delete an email address from a contact record in Salesforce if I get an undeliverable. Is there a way to force a null value into the email field to effectively delete it (on “Update a Record” action on Salesforce)? If I use double quotes, “Null”, etc I get an error… if I leave the field blank, it doesn’t overwrite it (probably a good thing!). Thank you!
creating journal entry into quickbooks through zap
hi im trying to create a journal entry into my quickbooks through zap. the difficulty im finding is that there is only one debit section and one credit section. my journal entry will have one debit entry and multiple credit entries.(needless to say the debit side will equal the total on the credit side). But the problem im facing is that there is no provision for adding up multiple credit entries. can someone help me on the same?
How to attach the doc created in a GoogleDoc step to a Gmail step that follows.
Hi,I am new to Zapier and my apologies if this is a very basic question.I am creating a zap with three steps:Trigger and capture assessment data Create a new Google Doc from a template and write into a Gdrive folder. The Share Preference is set to Anyone With The Link Can Edit. Send an email with the doc created in the above step as attachment, using GMail.Steps 1, 2 work perfectly. Doc created in GDrive folder.What do I put into the Attachments field so that the doc is attached to the email ?I tried searching for a similar request herein and did not find any. Any pointers, tips would be helpful. Thanks
Microsoft To-Do keeps asking for a premium account
Ever time I try to set up my Microsoft To-Do, to link an event/reminder in my Outlook and Gmail clander(or anything else with it for that matter) I am prompted to sign up for a premium account. I only want to create a couple of personal zaps, and I am trying to figure out why I can't do this with Microsoft To-do on a free subscription.
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