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My company working with a local Real Estate group to define and implement an information infrastructure. The compelling feature for Cloze is the ability to capture details using their existing cell phone numbers rather than custom numbers as in Lion Desk. But overall they prefer Lion Desk.Zapier has an integration between Cloze and Lion Desk but unclear if Cellular Call & SMS activity can trigger events to push updates from Cloze to Lion Desk.Need consultation on capabilities, estimate of time/cost and work-for-hire on project approval. This is current roadblock to moving forward. Scope can expand based on mutually beneficial arrangement.US East Coast based. Prefer contractor in same / similar time zone but not a deal breaker.
I am attempting to connect the GiveWp plugin to set up automation with Salesforce. When I go to set up the access to the GiveWP plugin, I enter the API information, but receive an error that says “authentication failed: The app returned “Invalid query.”. I am not sure where my issue would be. I have checked to ensure that the Zapier addon from GiveWP is installed correctly on my Wordpress site, and it shows that it is working properly.Thank you for your help!
I have a problem scheduling instagram messages with hootsuite. The instagram part of the zap won’t allow me to add a scheduled time to the message and is posting to instagram immediately.Is there a smart workaround that anyone knows of to add a delay or scheduled time?Thanks
Currently I was able to create a Zap that syncs all user information fields except the Password.I created a custom Password Field in Keap. But there is no value from Wordpress in Zapier that collects the Wordpress Password. How may I retrieve the user’s password to store it in Keap?
Really new to zapier but wondering if there is a way for zapier to lookup data in a spreadsheet and return that data back to discord.Typical example Discord channel content: appleslook up “apples” in spreadsheet and return true or false to discord. I've got it roughly working but at the moment it ADDS the search criteria to the spreadsheet (which then makes the whole purpose of the lookup useless), and does not return any result back to discord. Any pointers on this would be great. ThanksUKD
Trying to work out feasibility of using the Zapier x Zendesk integration.What actions in Zendesk can be used as a Zappier trigger.ie trigger when new ticket is createdI am particularly interested inwhen x field is set to ybut note there is no list of triggers available in each integration.
Haven’t received response from the support team, so reaching out here in case someone knows how to help. I have Gravity Forms set up to integrate with Xero, but when I try to test the bank transaction for payment is gives me the following error: The bank transaction could not be sent to Xero.A validation exception occurred, Account code '105' is not a valid code for this document. Anyone know how to fix this?
Hi there, I want to create a flow that creates a new spreadsheet in google sheets when a new list is made in ClickUp. All of these actions are available in Zapier, Workflow: New list (ClickUp) New list created in XX workspaceCreate Spreadsheet (Google Sheets) Title: List name Spreadsheet to copy: Global Template. This works absoulutely fine when testing it in the Zap editor, however it does not trigger when i turn it on and make a new list in ClickUp, nothing happen it does not even show in the zap history? Is there another way to do this? or am I doing something wrong?
Hi everyone, I am new to Zapier and still trying to come to terms with what it can and cannot do.I am currently creating posts in Canva, uploading them to a scheduler and that paid-for scheduler posts them for me. The scheduler is expensive and still uses Zapier to connect to Instagram. My question is this:- Is it possible to use Zapier to link with Canva and post directly to Social Media platforms, including Instagram, without using the scheduler?Is this something the free version of Zapier would support or does it need the paid-for version? I don’t mind either way if Zapier can save me money in comparison with my current scheduler
Hello,What seems like a straight forward project is turning into something very complicated. I am sure this will involve webhooks/API and we are a very small company.When a new customer/vender is created in QBO it also creates them in the CRM (Clarity) then returns the CRM account number into a QBO custom field When a quote is converted into a Sale in the CRM, Zapier does a look-up of that customer in QBO based on the CRM account number in a QBO custim field. If that account does not exist then it creates the account When a new product is created the CRM quote is is also added to the Product/Services cataloug in QBO. When an invoice or Paid invoice is emailed from QBO the PDF is attached to the account in the CRM. I am sure I can think of another zap to two we want to do.I know this sounds straight forward but the custom fields in QBO and the lack of email triggers in Zapier for QBO makes this require webhooks or API work.Please contact me for more details and we can work out -Scott
I have created a birthday email zap, it works well and as intended. But the zap creates an error because the email id in the calendar description gets hyperlinked. Any solution to avoid this? zapier picks the data as mailto:emailid
Im trying to convert the format of a Trello card members to prepare for email.I am using a lookup table to match username to email.This is how the user name is accepted from trello: After text to line items conversion, this is the output The lookup looks like this But the values accepted is hallway the fallcack. Tried doing “doroness” and [“doroness”] for keys - the same outcome. What am I missing? Thank!
Hello, I am wanting to create a Zap that allows: Asana tasks Assigned to me → Zap → Create ClickUp Task. Does one of the pre-built zaps do this already? Or do I need to filter the tasks in some way?I use ClickUp, but I have a client who uses Asana, so I’m trying to bridge the gap to help my process be more efficient.Thank you!
We are getting the following error for Google Sheets app on Zapier quite a few times. I’m not yet sure what are the actual limits that Zapier can handle with Google Sheets. We have 75,000 cells in the Google Spreadsheet for which we get this error. It would be great if someone can help with this.
Hi everyone, I wonder if anyone already has this flow in mind with Zaps Context: We run trainings/webinars daily around the world. (trainers, calendars, related data)The logistic is: we schedule these trainings > calendar and > task payment sys (These are all done OK) The main key data is on Asana, the relevant fields are: Start and finish date/hourlead - trainer mod - trainerbm - trainer youtubelinkall other event info What we want to achieve is as follow: Each week - on Thursday - each trainer - Gets sent an email - containing next week’s events in which he/she is scheduled. Events listed on email body The workflow idea for this could be: Look next week events (scheduler Thursday 10 am) (trigger) Look for unique trainers names - emails (on lead - mod - bm fields of each event) Create “key storage data” for each unique trainer name Populate each key data Search next week events with key/trainer name populate key event - list all next week events with trainer name on (lead m
Hi, We’re evaluating Zapier to pass data back and forth between Salesforce and a customwebapp backed by a PostgreSQL database. The data flow would look like this: Salesforce <=> Zapier <=> PostgreSQL webapp database (Flow A) The data flows in both directions. But, the page “How to Get Started with PostgreSQL” https://zapier.com/help/doc/how-get-started-postgresqlincludes this text:Note: all fields are stored encrypted in our database. Of course, wehave the encryption keys on hand but they are stored separately to minimizerisk. Nonetheless, we recommend not hooking a production database toZapier. Instead, set up an intermediary database to connect with Zapierthen dump data back to your main production database using some out-of-bandprocess. My reading of this is that we shouldn’t let Zapier talk to the webapp production database at all.Rather, the data flow should look something like this: Salesforce <=> Zapier <=> PostgreSQL intermediary database <=> P
I have a detailed cost estimate form for potential customers to fill in. Is it possible to take the estimate from my form to be the cost of a booking in the Woocommerce Booking plugin (or a similar plugin or service). Have done tons of internet research but am not finding an easy way to do this.
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