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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.

  • 14,574 Topics
  • 50,343 Replies

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14574 Topics

X
XerticaNew
asked in How Do I

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. 

1
Danvers
3 years ago
M
MorisonBeginner
asked in How Do I

How to generate date in google sheets?

Hi, how to generate date and time in a row in google sheets? I need a date when specific lead was sent (saved) in google sheet. How to do it?BestM

2
M
3 years ago
F
Frisse BlikkenBeginner
asked in How Do I

Can't display multiple images in Gmail using HTML

Hey there, I have a problem with images I want to send by gmailIf I use the following html lines: Only the first picture shows, the other one doesn't work. Its not about the second line because If I remove the first line, the second one works, can someone help? Thanks! 

2
F
3 years ago
J
Jonathan.SBeginner
asked in How Do I

iAuditor and Zoho CRM - Trying to link an Organisation

Hi Everyone,I’m hoping someone a little smarter than I can provide some assistance…..Either that or I’ve found a bug :)Companies we deal with are called “Organisations” in Zoho CRM. In iAuditor we have an inspection template with the same name as the corresponding organisation in Zoho. Every customer has their own template. Wanted OutcomeWhen an audit is completed I want a custom module entry created in Zoho CRM. This entry is to be linked to an organisation based on the iAuditor template name. IssueI cannot get the custom module entry to link to the organisation in Zoho by using the iAuditor template name (Which is the same as the Organisation name in Zoho). If I select the organisation manually from Zoho list of organisations in Zapier it works. Error CodeUnable to create entry in module: Audit. Error : Invalid data for the field id. Detail : expected_data_type long, parent_api_name Organisation I have tried adjusting the length of the template name/organistation name to one word. I

5
J
3 years ago
S
Smitherz1234Beginner
asked in How Do I

Trouble with Create Registrant in Zoom step

When setting up a Zap, I continually get this message: Create Registrant in Zoom We’re having trouble loading 'Upcoming Webinar' data [{"code":"200","message":"Webinar plan is missing. You must subscribe to the webinar plan and enable webinar for this user: mSzVJZz9Ta-_Liri_MBuIA in order to perform this action.","description":"Refer to URL: https://zoomappdocs.docs.stoplight.io/zapier"}]   Can you explain what this means?

4
nicksimard
3 years ago
A
AlchemistNew
asked in How Do I

Webflow intermittently sending {{88293680__data__yearsinc}} rather than dropdown value to Zapier

Hello Webflow Community,We currently have the webflow account connected to Wufoo forms via Zapier, and 95% of the time it works great. However, once in a while we receive an error. Rather than pass through the form field information for the year it passes through "Field669: {{88293680__data__yearsinc}}0417" which is not a valid date. To try and remediate this issue we've made the date field a drop down with a default set so the user should have no way to enter a blank date or incorrect date, however, once in a while said issue repeats. Do you have any idea why?    Live form: https://alchemistaccelerator.com/application/Kind regards Jack Reeves

2
nicksimard
3 years ago
G
GeorgeLaneNew
asked in How Do I

Google Ads and Youcanbookme workflow

I’m not sure whether this is possible with Zapier, but thought I’d post in here to check.    What I’m after is a an automation to regularly check if I’m free or busy in my google calendar (or youcanbookme). Then if I’m busy, pause a google ads campaign (or perhaps lower bids). Or if I’m free, activate the google ads campaign (or raise bids).    Is this possible within Zapier, or do you think I’d need a developer to work with the respective API’s? Thanks!

2
nicksimard
3 years ago
I
IvethNew
asked in How Do I

record attachments of a form made flokzu in a folder in google Drive

Buenos días, Quisiera me ayuden, estoy integrando Flokzu con Zapier, para poder grabar los archivos adjuntos provenientes de un formulario publico de Flokzu a una carpeta en google Drive, ya intente pero en vez de guardarme el archivo adjunto solamente me esta guardando el nombre del archivo en un documento, agradeceré mucho su apoyo  

2
nicksimard
3 years ago
B
BethanyBeginner
asked in How Do I

Eventbrite to Zoom Meeting

I’m new to Zapier and in trying to figure out how to integrate Eventbrite ticket purchases with a Zoom Meeting registrant I already emailed for assistance and was informed if I had a paid account, then it shouldn’t be a problem.   In searching the community conversations around this topic it sounds like this is NOT possible.   I purchased a plan specifically to do this; I need to create a ticket for 5 days or a full week event linking Eventbrite to Zoom.   Please help!   Is this possible? How to I make it happen? Thank you!

4
nicksimard
3 years ago
G
GreenhouseNew
asked in How Do I

Append the value when zaping the field to Hubspot Properties that already had existing values without overwriting it.

I want to Zap field from typeform to hubspot properties but append the values with separator (if the property already has the value) not replace the property values in hubspot. Example Case: A want to refer B,C,D,E Property in Hubspot will be "Referees" I want to zap B,C,D,E email address to "Referess" property in hubspot, without replacing existing value (if any), instead it will append value with coma separator. I know for first form submission we can use multiple field and zap it together, but the problem is when A submit form for the second time, it will replace existing value. Is there any workaround to append the value if the properties already filled out?

2
nicksimard
3 years ago
J
Josy NovaisNew
asked in How Do I

Google forms integration with Teamwork

 I am trying to copy the responses of a form in Google Forms and send it to Teamwork as a comment or message or notepad in Teamwork. For each new response on the form, those responses would be sent to Teamwork. Is there any way to do this?

1
Troy Tessalone
3 years ago
R
rikmarisBeginner
asked in How Do I

exclude value from google sheet

Hi I want to exclude a DealID from a zap when it's found in a Google sheet.   Case is: I have google sheet with DealID's that have already sent an e-mail. And if i receive an new dealID i want to check if the customer didn't get that e-mail. So if DealID (Value) is on the google sheet, it needs to stop.  What i did I checked of it’s possible with lookup of google sheet, but that errored, what is logical because he should not find anything. With the formatatter ultilities i couldn’t worked it out also.   Does someone have an solution for me?

6
nicksimard
3 years ago
S
signproBeginner
asked in How Do I

WILL PAY FOR YOUR HELP! Need to auto generate an invoice from my form or Airtable

Person we hired is MIA and this has gone on for 6 months.When we input our form we want to create invoice. Coder has made such a trail I can’t do this myself.Now we fill in form with order details it saves to google sheet, creates a folder in drive, saves to airtable and creates trello card.I would like to have an invoice from the form or from airtable (I don’t care..just need this to be over and get working) We also use hubspot if that helps any. Prefer invoice from QB online but at this point I don’t care.now the way it is has made it more difficult than before I spent all this money! I will gladly pay..but need a reliable person.

4
S
3 years ago
3
3FIRELEGSNew
asked in How Do I

Stripe data integration into Zoho

Hi I have a Stripe USA account with issuing. So Issuing itself has about 8 tables; I can review those tables using Stripe Sigma reporting services. I need some developer to help pull all those 8 tables into my own database, be it MS SQL, or MySQL or some other database hosted online. Please call me @ 111-xxx-xxxx I know you probably have been  integrating with the Acquiring side of tables no problem; but these tables are newly added in 2019 I believe and it's quite a new dimension for Stripe.

2
ForYourIT
3 years ago
L
LallaBeginner
asked in How Do I

Really no other way to match up fields with labels?

Is there really NO WAY to have the fields fill in on their own when using the same label names as the field names? I have over 150 fields and I do about 30 and hit continue to save them and when I go back in some are saved and some aren’t … it skips around. Yet I know FOR A FACT they were filled in and completed.  My goal is to get the form linked with Google Sheets but this is making me think its just not reliable enough to set up and show my boss if I sit for hours linking fields and they do not all save on their own.  Just so disappointed :-( 

5
ForYourIT
3 years ago
T
tbrianjones-netwiseNew
asked in How Do I

How can I set an alarm on my phone with Zapier?

I want to have outlook set an alarm on my phone to go off two minutes before every meeting. I use Outlook desktop and sync my calendar with Apple Calendar. I’ve tried every other method to manage meetings and nothing works as well as this. Sometimes I’m not at my computer or my phone when a meeting starts and having the alarm go off two minutes prior, somewhere else in the office gets the job done.

1
adamsmartschan
3 years ago
P
prateeks885Beginner
asked in How Do I

Intercom Javascript Exception: `TypeError: Cannot read property 'tags' of undefined

Dear Team, I have integrated custom bot with Zapier but Zapier is not pushing data. Zapier shows “Javascript Exception: `TypeError: Cannot read property 'tags' of undefined`”. I have also assigned particular tag with custom bot which I am using in Intercom’s Custom Chat bot.https://prnt.sc/udrzfn is the error screenshot. Intercom’s Custom Chat bot tagging screenshot. https://prnt.sc/uds0lq  Request for your help on priority basis as I have halted my production.   

5
Liz_Roberts
Community Manager
3 years ago
G
GUPTYBeginner
asked in How Do I

Cannot convert from Unicode 120120 to SQLWCHAR. Value is too large.

I am trying to pass information from facebook leads to SQL Server and it generates this error   The row could not be sent to SQL Server. Cannot convert from Unicode 120120 to SQLWCHAR. Value is too large.   I have tried switching to all the different data types that SQL Server allows but none works helpme please

5
Liz_Roberts
Community Manager
3 years ago
F
FBHHTXNew
posted in How Do I

Formatter split text - looks like the fields haven't been split

I am not getting the splits I need.I have a property address that gets imported from Podio CRM. It’s formatted as:Address, city, state, zipI followed the instructions stated in this post. In the first Formatter using Utilities, I am getting separate values for each segment of the address.Then when I need to use the address only or the city only, I just get the full address again. See images.Formatter Setup to split address by comma Address split from Formatter→ Utilities  In the next step, address is not separated 

3
E
3 years ago
B
Beyonce KarlstadBeginner
asked in How Do I

Asana Start Date

I am wondering if in the asana zaps is there a way to have a start date as it is in asana?

3
T
3 years ago
M
mkoenigNew
asked in How Do I

"Add Contact to Deal" function is deprecated. How do I add a Contact to a Deal in Hubspot now?

The Zap I have that adds new Contacts to Deals in Hubspot seems to have broken. It now has "Deprecated" in the title: "4. Add Contact to Deal Deprecated in HubSpot" I'm trying to find the correct alternative. "Update Deal" seems like the best option. When I go to add a contact to the deal, I can't find a property that will work. I tried connecting Contact to Deal based on "Email" but got a long string error. I cannot find the Hubspot "Contact ID" property that I assume the function wants. "Update Deal" doesn't seem to have the same "Contact Identifier Source" option that there was in the deprecated "Add Contact to Deal" function. How can I connect a contact to a deal now?

4
W
3 years ago
S
Scott.austinBeginner
asked in How Do I

Facebook Lead Ads to Excel

Is it possible to pull the information for an ad on facebook. I can pull a post from the page no problem, I can capture the lead ad, but cant seem to find a way of capturing an ad that is placed through the ad manager and sending to excel.  Anyone with a suggestion or am I missing something simple?   thanks, Scott

5
Danvers
3 years ago
B
BugZapperBeginner
asked in How Do I

Api is not defined What happened: Executing triggers.new_transaction.operation.perform with bundle api is not defined

Hi There,I was trying to write an app for an API using the Web editor (not CLI) and when I switch to code mode in the UI, it throws me the below error: Authentication used: API key in header.  api is not defined What happened (You are seeing this because you are an admin): Executing triggers.new_transaction.operation.perform with bundle api is not defined Console logs: Stack trace: ReferenceError: api is not defined at eval`new_transaction` is the name of my trigger. Full stack trace:Stack trace: ReferenceError: api is not defined at eval (eval at makeFunction (/var/task/node_modules/zapier-platform-core/src/tools/schema-tools.js:7:30), <anonymous>:8:50) at execute (/var/task/node_modules/zapier-platform-core/src/execute.js:78:12) at input (/var/task/node_modules/zapier-platform-core/src/create-command-handler.js:29:14) at Object.beforeMiddleware.then.newInput (/var/task/node_modules/zapier-platform-core/src/middleware.js:90:22) at bound (domain.js:402:14) at Object.runBound (dom

3
Danvers
3 years ago
S
SurenBeginner
asked in How Do I

Salesfoce Find a record doesn't work in some cases

I have Salesforce “Find A Record” zap for an Account object. It works well and returns the id of the found account when the input name doesn’t have any special characters like “.” or “&” and probably some others.When an account name is passed with those characters the “Find a Record” zap does not return an ID with for the located account. Instead it returns no “ID” which means not found, yet then when my subsequent step tries to create an account, I get a salesforce error that Account already exists.I am certain that I’m passing an account name as input which matches exactly the account name in salesforce. I also tried enclosing the input account name variable in double quotes, but to no avail. Anyone else encountered this issue ? 

1
Troy Tessalone
3 years ago
L
loocrumNew
asked in How Do I

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?

1
Seun Debiyi
3 years ago
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