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.
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From Magento 2 to Autopilot
I am trying to integrate from my Mangeto 2 shop to Autopilot. It is easy to get Zapier to ad customers to a list in Autopilot, when a new order i made, but I can’t fined the parameter that tells my, if the custormer has signed up for my newsletter during checkout. Can any one tell my how I can solve this?Best regardsMads
Pins not Posting with Discord
Hi I'm new and this is a little confusing.I'm trying to get a Zap connection with Pintrest and Discord I thought I could get new pins I post to boards on my pintrest auto posted to my discord server to save me having to manually copy them over.But this is where the trouble starts, I have it seems got the zap working but all I am seeing on the discord channel is the image url link and not the image itself. Is there something I'm doing wrong here? And can somebody explain to me what I should be doing to put this right. Thanks in advance
Wufoo form field not mapping to Salesforce.Wufoo gives fields number API names, I have API ID’s of 127, 128, 137 etc. It is these ID’s that are being sent to Salesforce. Of course, Salesforce doesn’t know what to do with this data. Is there a way to manually map fields between Wufoo to Salesforce? I was able to to that for a Google Sheets mapping to Salesforce in the past, but don’t see a mechanism here. What am I missing? Any advice would be helpful ThanksHolly Thompson
Capture purchases from Facebook in Salesforce?
I am currently trying to hook up Facebook with Salesforce. If a person clicks on an add or ends up purchasing a product (linked from Facebook), I’d like to capture that in Salesforce. But it looks like the only option I have is for a FB post or lead. I’ve had the lead zap running for a week with no results. I’d like to capture customer information using a zap but it does not look like it is possible. Am I missing something or are leads really the only thing that can be zapped?
Pull Unused Name from Google Sheet
I want to build a round robin type of zap but for hundreds of people which is why I’m hesitant to use the Storage function. Ideally, I would be able to post a trigger word into a designated Slack channel and the zap would pull a random name from a spreadsheet that hasn’t been used yet. I would be able to post the trigger word multiple times if need be, i case the person sent back was out or otherwise too busy. Below is a sample of the spreadsheet I have set up. I want the zap to only send back a name if their ‘Spotlight Date’ cell is empty.
Zapier Connection with Squarespace
Hello, I successfully connected my squarespace email form to my kajabi via zapier, but I have another email form I need to connect on squarespace. When I enter a new zap and test it successfully, it still says awaiting connection to Zapier in the squarespace storage. What am I missing here? Thank you!
Join First and Last Name fields with a space between
I’ve seen several answers to how to split fields, but I need to join two fields. First Name and Last Name.I want the field data to have a space between the values. Right now in testing I’m getting JaneDoe instead of Jane Doe. Is there a way to add a space between these fields? Thanks!
How to create a PDF based on responses to an Airtable form
Hi everyone, I'm trying to create a PDF generation automation. I have a number of PDF "concept notes" each of them tied to a particular option I'd like to list in an Airtable form (though open to other form solutions). I would like users to be able to use a multi-select option in the form to select which concept note they would like to be emailed, and have the automation merge all the options they selected into a single PDF, then email that to the user. I'm not sure how to design the automation to search for the docs (in a Google Drive) based on the form responses. How would you go about setting up such an automation? Any feedback or ideas welcome! Thank you:)
Pardot - Updating a prospect from Drift
Hi!We are developing a Zap where we want to create (or update) leads from our Drift chatbot into Pardot. What we have been doing so far is to use the “Find or Create Prospect in Pardot” feature, which works really well for creating new ones, However, when it comes to prospects that are already in Pardot, we haven´t found a proper way to update them. Zapier says that they have indeed found a prospect in my Pardot account (as I show on the screenshot attached here).The problem is that when we want to update the prospect that Zapier has just found, we don´t seem to find a proper way to match them:We´ve tried the “Custom” tab but we can´t find a way to choose the prospect we just found on the previous step of the Zap. Any thoughts or ideas on this will be highly appreciated. This post has been edited to remove private information from images. Please be careful not to include personal or private information in your Community post.
We're not able to use this object type in Salesforce
I am trying to create a Zap from Mailparser.io to create a new record in Salesforce but get this error when trying to test it:Could not create record of the "Bid__c" object: We're not able to use this object type. Please use the help link below to contact Zapier support for more information / assistance.There do not appear to be any issues with a required field so not sure what is casuingt the problem
Trouble creating A Reddit add "new or hot posts " to Spotify playlist
When “Customizing a Track”:After selecting a playlist then “ Track” Choose value - no matter what I select, I get the belowThe track could not be sent to Spotify.The app returned "Invalid track uri: spotify:track:1599933423".What am I doing wrong please? Thank you in advance.
Create Office 365 Event
Greetings,Is it possible to have Zapier find an available date/time in Office 365 based on an updated Row in Excel? When I use Excel Updated Row as the Trigger, Zapier is looking for the Start Date / Time to be entered. I would like Zapier to identify this based on looking at my Calendar and selecting the next available date/time that is after the date field in the updated Excel row.Basically this is an auto-scheduler. A date is updated and I need time reserved on my calendar after the update. Looking for Zapier to do this for me.
Choose Value - Perspective
Hi-I need your help for a (maybe) simple issue. I create my first Zapp: New Lead via Funnel in Perspective. “Choose App” and “Create an account” was easy. But in the field “Costumize Lead” the required field “Choose Value” does not work. There ist no Value founded. What do I have to do in that case? I thought this “Value” is the Name of my Perspektive-funnel, but as I said-no value is founded.Thanks for your help!Christine
HubSpot to Microsoft Dynamics Online Two-way Contact Synchronization
Can Zappier help with synchronizing changes to contacts (including merges) with Dynamics Online. Is there a sample flow available? The high-level steps are:1. When a contact is created, updated, deleted, or merged in Hubspot, the event needs to be intercepted and the same changes need to reflected in Dynamics Online.2. When a contact is created, updated, or deleted, or merged in Dynamics Online, the event needs to be intercepted ad same changes need to reflected in Hubspot.3. Contact merges must be handled too. So, if multiple contacts in Hubspot or Dynamics are merged, the corresponding contacts in the other system need to be updated accordingly.
Update Shopify Product data & inventory data
I was wanting to integrate inventory & product data between multiple ecommerce stores. So update inventory, not just when an order is placed in one store, but if the stock is updated for any reason. For example, orders, returns, exchanges or new inventory being checked in. Basically anytime inventory is updated in the hub shopify store I want to trigger inventory updates in the child stores. The child stores could be Shopify or BigCommerce or another platform. Is this possible? Also I’d like to trigger an update if the price changes or proudct images are updated in the base store. Can you help with this?
Automation - Xero
Hi Can anyone please give me any idea how to manage Projects and payments better with Xero or other software. We use Recurly to bill our customers, and Xero to manage supplier invoices (and accounting). We would like to automatically find out which supplier invoices are payable based on whether the customer has paid us.So for example, Customer A hires us to manage a project, we hire Supplier B.When Customer A pays (via Recurly) we are told or flagged that Supplier Bs invoice can now be paid. Thanks and look forward to any suggestions you may haveKind regardsJamie
How to create LinkedIn, GetProspect, Lemlist workflow?
I’d like to automate the following workflow, based off a given LinkedIn Sales Navigator search criteria: Send LinkedIn connection requests with initial message Upon accept, scrape the profile for verified personal email addresses using GetProspect Take the email addresses and plug into a Lemlist campaign for automation campaignPhantomBuster supports a similar workflow from LinkedIn scraping to Lemlist email automation but doesn’t support GetProspect. Wondering if Zapier can integrate this workflow with these three platforms?
How can I convert new person (chat on Messenger) into new leads (Pipedrive)?
Hi, I want to convert new person (chatting on Facebook Messenger) into new leads (Pipedrive).When a new person chats on my Facebook Messenger, I want to auto connect to Pipedrive in order to collect his/her information (Facebook name, message text).I did connect Messenger - Pipedrive but the result is not what I've expected. Every new message (of a person) will convert into new leads. A person chats 10 message texts, it will be 10 new leads.In conclusion, I would like to create a new deals (Pipedrive) whenever a new person chat on Messenger.
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