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Linking accounts in two systems without using name or domain
Hello Community- I’m looking for some guidance. I have a customer that is connecting their CRM to QBO. The issue is that the name of the account in their CRM is often different than the name in QBO. For example in CRM it would be XYZ Company- R&D Division and in QBO it would be XYZ Company. Typically the name in QBO is the formal name for billing. They also have several entries for the same company which will not allow me to link accounts based on their domain. For existing accounts I could use a lookup table for CRM Account number and QBO Account number but that is going to use a lot of zaps. Also how would link new customers and how would that table get updated? It seems like this would be a common issue so there must a gracdfule way to do this. What is the best way for me to link accouts without using account names or domains? Thank you!
Zap turns itself off
Pretty frustrating issue when none of the 3 issues are applicable. You lose access to a paid feature the Zap uses (e.g., multi-step Zaps or premium apps) due to a trial expiration or plan downgrade.Payments haven’t changed, plan hasn’t changed, permissions haven’t changed. Multiple errors occur each time the Zap tries to run. An email notification will be sent if a Zap is turned off due to errors.No errors, as the original question stated. All tests run perfectly, the Zap turns off regardless. You make a change to a trigger or action of the Zap. You will need to turn the Zap back on once you are done editing it.Old Zap stopped. Troubleshooting with no results. Copied a new Zap, same issue. Created a brand new Zap, tested it, all successful. Zap still turns itself off immediately.
Updated task in Asana - Send Email with updates only
Dear Zapier Community. I’ve been working on a zap.Trigger: Updated Task in AsanaAction: Send Email (Gmail). I’ve set up the email so all the data fields are a part of the email. So far so good.Would it be possible to specify either the trigger or the action, so the only information that is send is the “new” and updated information and not all the other stuff.Thank you for your time!
Setting up Integration with OAuth on different account
I need to set up an account (an integration with Harvest) in Zapier on a 2nd account that I have in Harvest.However - Zapier connects me thru OAuth automatically and sets my email & password and I have no option of chosing my 2nd Harvest account that uses a different email.Possible?
Can you send by Gmail Zapier recordings based on topic?
I´m using the Zoom/Gmail zap to send recordings to people when a recording is ready, but I need to send these recording to different mailing lists. I was thinking to use the recording´s topic to do so, but apparently you can´t use this parameter (recoridng´s topic) in the zap. Any suggestions?
Getting post's author when new post is added to Facebook group
I’m trying to get the message and the user’s name when someone makes a new post on a facebook group. I am able to receive the message no problem but the user’s name is not there. I have given zapier all possible permissions i could find on the facebook group’s settings but still no luck. Anybody know a possible solution?
WPForms Trigger to Create Customer in Square action
Anyone have any experience with linking WPForm in to Square to create a new customer? Also looking to hire someone to come up with a whole new “user experience” to auto-calculate the cost of the service for them. The 2 forms we are looking to trigger is apostilleapply.com and wpmobilenotary.comWe are running the PRO version of WPForms
Transferring more information from WooCommerce to Learndash using Zapier to enroll student
Hello, I am new to Zapier.The question is using ZAP to transfer student data between 2 separate online schools. Desired student data is contained within woocommerce on site 1 and zap is to push that data to LearnDash on site 2 and enroll student in a specific LearnDash course.My ZAP works but only allows me to transfer name. The test file has more fields from woocommerce but I cannot figure out how to map those wanted fields to the LearnDash enrollment action.Is this possible and can you help guide me as I learn more about Zapier?Thank you
Acuity and Schedule Once integration cancellations
Hi all, I have successfully managed to link my Schedule Once and Acuity Calendars to a point where if a client books in through Schedule Once it’’ block time out of my acuity calendar. My question is, if someone cancels an appointment on schedule once - how can I zap this my Acuity Calendar? My only options seem to be to block off time, or add a package/coupon code.
Google Sheets information not showing in Jira Service Desk
I am brand new to ZapierI am trying to open a Jira Servuce Desk ticket from the data in Google Sheets.The basic process works fine; I enter a new roll in sheets and 15 seconds later I have a new open support ticket in Jira with the correct subject. However, no data from any of the columns is in the ticket.When importing from a spreadsheet to Jira, where should all the data be populated?Do I need to choose which fields will be imported into Jira? and if so, how do I do that? I don’t see any option select columns.I was assuming into the comments filed but this is not the case. Thanks
Podio Update to MailChimp email series
HI Team We are setting up a couple of email series in Mailchimp. What we would like to happen is that when that offer status changes in Podio, that the subsciber will be pushed over to a different email series. So, visually this is my thought process. SCENARIO 1: Subscriber starts receiving emails. If subscriber does not receive an offer, subscriber continues with series.SCENARIO 2: Subscriber starts receiving emails and asks for an offer. Once the offer is sent, the status changes. When it changes in Podio, subscriber starts receiving a new email series. This sounds relatively easy, but unsure what to do. Thanks in advance for all our your help!
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