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Does anyone know how integrate Hubspot with WaveApps such that upon a New Deal with Company X in Hubspot I can convert my estimate in WaveApps (also with Company X) to an invoice. Trigger: New Deal (Hubspot) Action: Convert Estimate Into Invoice (WaveApps)
Hello,I have this usecase that I can’t seem to figure out.We have a google sheet with client names, slack channel id, and communication schedule. Each day using zapier scheduler as the trigger, we have a specific day message that we sent out to each client specific channel ID and tagging the client slack user IDs. Instead of creating a slack step for each client and entering the message. We want to pull message from google sheets so when communication message changes/updates, we just update it once in the sheet and it will push correctly to all client channels.The other issue is being able to use google sheets to run the entire list of clients so that it fires the template message in each client slack channel. I’m not familiar with zapier code and zapier formater but I image a combination of this plus structuring my data so google sheets can run a lookup or find event will solve my issue. Here is the sample required data/variables. The reason behind using google sheets this is so that
Hello,Can any one help with the following :I am creating a zap When a new time log is made a new raw in Google sheet containing Log Date, Project Name, Task name, Notes of the log,Yaa there is a prebuilt but that records either Log creted date or Last modified date, while I want Log date(date on which the user wants to park his hours),Because there may a possibility that timeltime of yesterday is created today???Please reply ASAP
Question about Zapier & InfusionsoftWe need to integrate Thinkific and Infusionsoft and exploring Zapier.Currently when Thinkific moves a contact into Infusionsoft (through the Thinkific standard integration setup), if there are multiple contacts with the same email address in Infusionsoft, Thinkific find a contact with the same email address and simply overrides that contact info in Infusionsoft with the new contact info coming in from Thinkific.Even if the first name is different.We need to set set it up so that it checks the email AND first name, and:If it finds a match, it can link/over-ride that contact in Infusionsoft if it does NOT find a match, it creates a new contact (with the same email address but different first name) inside InfusionsoftWe do not use Zapier yet, but was wanting to understand if it is possible to manage this level of detail within a Zapier “Zap” or not?Thanks LikeComment
Hi,I try to make a simple thing maybe someone can help me. I need to make a zap with one trigger on excel spreesheet when something is including on a line it”s create a company in hubspot and create a contact. But when i made that the company and the contact are created but separated while my info are on the same line in excel online. I don’t understant. Help me please ...
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.
So we have synced our new sign ups e-mail using Zapier. Whenever a new user fills in the form, and submits it, we get an e-mail. Have created a zap for it. Our sign up form includes an ID option. At times people sign up, and add the ID to their form later. In this scenario, we get no information or update. Have to manually check the airtable sheet to see if the ID has been added. Is there a way to automate it using zapier? Whenever a user updates their entry, we get a e-mail using zapier that the data has been updated? Thanks!
If I initiated Zapier with Xero through our finance department’s account, once the setup was complete, do you know if I’d then be able to play around with the Xero-Asana integrations through my own Xero account?The issue I am having is that my Xero account does not have the right access to allow Zapier to access our information.
Hi,I´m triyng to make a Zapier connecting between Stripe and Learndash. First issue, Stripe says that We couldn’t find a customer even if I have at least 5 customers registered in Stripe. The second issue is that when I´m doing the Learndash configuration in the email and first name fields says they are missing data. So, I would like to know if you have any recommendation. By the way, I´m using the free plan I don´t know is these issues are related to the free plan restriction. Thank you in advanceSergio
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.
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
Hi,I am looking to hire an expert on Zapier to support me in integrating payment gateways and email automations for Mighty Networks.The person should be -preferrably- proficient in both platforms. The platform will be in Spanish so if you’re bilingual, that is a plus but not a must. Please and thank you!
We have just finished our new website through wordpress and we need the customers to be able to access their products in the membership area of clickfunnels. we have 5 products to choose from. Each one is a digital course held in a membership area in Clickfunnels. Each product should have its own tag so when someone purchases from on wordpress site, it will allow them to access the products in the membership area of clickfunnels that they purchased. Also, we have a free opt-in/newsletter on the bottom of the site and it needs to tag the person who opted in so they can have access to the free item in our membership area through clickfunnels.
Hi there, I have multiple Buy Now buttons created in Paypal, and I do not want them all to be linked to the same Mailchimp list. It appears now that no matter what someone purchases from me via Paypal, they will now all automatically be added to the same email list and receive the exact same automated welcome email, which I do not want. How can you link a specific Paypal button to a specific Mailchimp audience?
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
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.
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
Hello everyone, I already created a zap that emails someone when a Trello card is moved to a certain list. The card is formatted like this:Title: anythingDescription: message that should be emailedComment: email address that the message should be sent to The problem is that I want to remove the address from the card comments and have Zapier search for it in a Google Sheet. I was thinking of setting the card title like “Client X” and then Zapier searches for “Client X” in the first column and gets the email address from the corresponding cell in the second column. Is it possible to do this? I hope that I made myself clear, sorry for any English mistakes. Thanks!
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