How Do I
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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/
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?
Hi All, I’ve got a zap that sends the google form data over to a google doc. The google sheet contains some data that is 3,2,1 or 0, it's a scored question. Is there a way that I can get formatter to read a 3, and replace that with the word ‘Met’ on the google doc, Similarly, 2 to ‘Partially Met, -1 = Not Met and 0 = Not Relevant. So in essence I’d like the google doc to list out the questions with Met etc next to each one depending on the score. Can’t fathom this one out :/ CheerMIk
I have the search terms correct and it does find the email I want to send to the slack channel but I have two issues:It sends the entire bloated email with all the headers and intros and marketing but I really just need about 10 lines of text from the middle sent every week. it sends the entire email chain. someone replied to this weekly generated report asking if it could be auto sent to slack (hence discovering zapier) but that inline reply was ALSO sent in a trigger.Is there anyway I can Just have it send a specific section of text? (the report is the same format every week)
hello! trying to figure out why zapier isn’t linking to all parts of our squarespace site. at first, i thought it was because a certain section of our site was “not linked,” but after linking it, zapier was still not able to find the respective form, even with refreshing on both ends, loading more options, etc. any tips?!
I use Zapier with the API for Zoho Invoice. But the functions Zapier provides are a very limited subset of the Zoho API. How are these Zapier APIs maintained and how can you get Zapier APIs extended to add missing functions provided by the target service?e.g. I need the missing “Create Estimate” function.
hi all. Wondered if someone could help me out. Trying to create a zap that automatically posts onto Facebook when I create a WordPress post. That bit works fine. However, we often include videos as oembed and no matter what I select I cannot get the video to display on the post in Facebook. Everything else shows, title, description et cetera, just not the video. The videos are hosted on YouTube so you get an unrelated picture to click on which then takes you to the YouTube video, I'm lost on how to fix it, I feel like I've tried everything.
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?
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?
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.
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?
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!
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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