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asked in How Do I

Record Payout from Shopify to Wave Accounting

Hi Everyone,I am new here with Zapier, I have two problems and looking for solutions.Can I create Zaps that help recording payout record with payment processing fee in Wave ? How can I generate sales report with google sheet ?many thanks.Sonia

chatterpaintNew

asked in How Do I

How to import Square tips into Wave?

I’m creating a zap for each Square sale I make to import into Wave. I was able to link up every thing except for tips! Is there a way to integrate that into my zap, or add on custom fields or something besides the standard fields that the zap automatically requires?

Luckyme81Beginner

asked in How Do I

Magento 2 (New Customer) to Hubspot (Contacts)

Hello legendsI'm have created a Zap to send new Magento customers to Hubspot.In the first step (connecting to Magento) the test data does not contain any fields related to the customer's company name.We are in B2B and all customers are linked to a company in M2.Any assistance as to how I can force Zapier to map the company name field so I can pass this to Hubspot? This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.

takabayashiyNew

asked in How Do I

Can not delete transfers setting from list

Can not delete transfers setting from list how to delete from list

Loveland Creator SpaceNew

asked in How Do I

Adding Affinipay

Any plans to add Affinipay as an application. Affinipay is the payment processing choice of professionals and is rapidly growing.

asked in How Do I

Lead from Clickfunnels to Kartra

Hi, I have created a zap from Clickfunnels to Kartra to send the lead from Clickfunnels to Karta, but I then created a second zap to add this lead to a list in order to kick off an email sequence but that part is not working. Any ideas?Thank YOu!

rgrabowsBeginner

asked in How Do I

Update contact in Keap Max Classic when updated calendar event in Microsoft Outlook

I am sure there is a simple answer to this, I just cannot figure out how to capture the second email address in the “required Attendees” field I’ve attached screen shots of the “Trigger Test” - i need the email address of Attendee 2, however, the “Keap Choices” screen shot show that this is not available to me. Only both email addresses together. I tried to split out the email address using the Format Action, but the available fields for KEAP do not change.What am I doing wrong, and how do I get the info I need for keep to update the correct contact record?This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.

BurkashamanBeginner

asked in How Do I

How to set up triggers for exact funnel, lead stage in amoCRM?

Hi all!I apologize in advance if my question is silly, but I can't figure out how to solve my problem.I'm trying to make a ZAP amocrm-jira software cloud.How can I configure trigger for amocrm to trigger only for THIS funnel and for THIS status in that funnel?I have several different funnels in ammocrm with different set of statuses inside.Right now the trigger "Lead Status Changed in amoCRM" works on ALL funnels and tracks ANY status changes.Thank you very much in advance for your help!

asked in How Do I

YouTube account expiring frequently

YouTube account expiring frequently

asked in How Do I

Create PDF file from emails

I am trying to create a zap where if an email with a certain subject string is sent to me, it automatically saves the body as a file in a specific folder. I could do all of this but I need those files to be in PDF format. How do I go about this?

EmmanuelloufBeginner

asked in How Do I

Zap error because file was not uploaded on a Typeform

Hi, I have an error with a zap. With Typeform, we ask some data and if they have an official document. So we have a Yes/no in our pipedrive. When they answer yes, we ask them to upload it or give it to their contactperson. The problem: sometimes they already gave us the document and don’t upload it on the typeform. So our Zap gives an error because the file is missing. What’s a solution? For the moment I use a default text value. But I then a ‘document’ with just the default text is uploaded. I wan’t nothing uploaded or the value ‘No document uploaded’.Any advice? Zapier Pipedrive

rrchapman42Beginner

asked in How Do I

Google Calendar/KEAP App, blocking a 24h window

I’m using the Keap App as a CRM and Calendar booking tool. It is AWESOME but only allows a four hour blocking window for clients to book. So sometimes I don’t get too much of a headstart on client appointments - for example it might be noon and they can still book for four or five pm the same day. I would rather have a 24 hour window, given the nature of my business and how I need to prepare.I have contacted Keap and they are pretty useless in the customer service department for this issue - saying I need to manually block off my Google Calendar every night. Ummmm, no, this is the whole point of automation! Another agent said I could use Zapier, which I already pay for, for other things, but I don’t know how to create a zap in my Google Calendar to extend a block-off every night?Any help is appreciated.Thanks!

grizzly413Beginner

asked in How Do I

WooCommerce Subscription with ClickFunnels payment collection

Hello, I am trying to understand the possibilities of taking payment in ClickFunnels and then connecting that payment to a subscription and membership in WooCommerce.In WooCommerce, the membership area is denied to anyone who doesn’t pay their subscription. This works fine when taking payment in WooCommerce. Will this same protocol be followed when using a Zap from ClickFunnels to WooCommerce? Thank you so much for your help!

asked in How Do I

Unable to connect odoo self host authentication failed: ( 'Connection aborted.', gaierror(-2) )

I tried to connect to odoo self host with action to create user, when I submit the base site, user name and password, I get this error authentication failed: ('Connection aborted.', gaierror(-2)I enabled popup too on my browser but it is still the same, need help with this please

asked in How Do I

Any method of bulk product upload in Woocommerce? | ¿Algún método de subida masiva de productos en Woocommerce?

I'm looking for a solution for mass product upload in Woocommerce.Woocommerce offers me the possibility to upload it in csv format but it does not upload well.Do you have an example of what my excel should look like?I have more than 2k products and it is not manageable one by one, I need to have a base excel in which I update prices, names, etc, to later convert it into a comma-delimited csv and upload it to the web Thank you!-------------------------------Estoy buscando una solución para subida masiva de productos en Woocommerce.Woocommerce me ofrece la posibilidad de subirlo en formato csv pero no sube bien.Tenéis algún ejemplo de cómo debe ser mi excel? Tengo más de 2k de productos y no es manejable uno por uno, necesito tener un excel base en el que yo actualice precios, nombres etc, para luego convertirlo en csv delimitado por comas y subirlo a la web Gracias!

IngiMBeginner

asked in How Do I

Error connecting to Teachable

Cannot connect! Neither of us are getting a popup to authorize the connection in Teachable. Basic plan, and I am using the correct school domain as in my settings without the https and .teachable.comWhat can I try? Thanks!

CredenceBeginner

asked in How Do I

Asking for Facebook login when connecting Instagram account

Why is it trying to get me to sign into Facebook to connect my Instagram business account? which of course isn't going to work.

asked in How Do I

Is it possible to create a Zap to filter the number of Opens from Mailchimp to Hubspot?

Hi, I was hoping that maybe a feature in Zapier might be able to solve this issue! I have Mailchimp to Hubspot synced already and this is a great feature. So we can see all the opens and clicks from our Mailchimp campaign directly in our Hubspot account. I have created 2 lists:1 for Mailchimp Opens and1 for Mailchimp Clicks My question is - IS IT POSSIBLE TO CREATE A ZAP TO FILTER THE NUMBER OF OPENS FROM MAILCHIMP TO HUBSPOT? What I mean by that is - can I add a column in my Hubspot list for Mailchimp opens that will tell me the NUMBER OF TIMES A CONTACT HAS OPENED MY EMAILS. Please see my attachments for a bit more clarity. Hopefully I have explained this clearly and hopefully someone can help with this. Thanks!

JP3Beginner

posted in How Do I

Create a ZAP for Crelate Activity to Slack when the candidate submits to the Client or Account Manager for an Open Job

Hi, Looking to create a ZAP for Crelate Activity to share on Slack when Candidate is submitted to Client or Account Manager for an Open Job.

asked in How Do I

Moving Attachment in Outlook Email to Folder in Dropbox

When I try and create a Zap that will move an attachment to an email in the specified Outlook Inbox to a specific folder in Dropbox, the Zap fails. I can successfully “connect” Zapier to my Dropbox account, but I never see any of my folders when attempting to indicate which folder is the destination of the attached file. When I copy the link of the exact folder from Dropbox and attempt to use that as the destination in Zapier, it will take the URL and even successfully test telling me the attachment has been uploaded, but the destination folder remains empty. How do I get Zapier to automatically move attachments to emails sent to a specific email address into a specified folder in Dropbox?

asked in How Do I

Run Zap for Linkedin leads that were missed while the Zap was off?

Zaps were disconnected as billing information expired. I see the leads in LinkedIn campaign manager. Downloading and massaging the data manually is a painful and extremely time consuming processIs there a way to run these leads through Zapier?

Thomas2MBeginner

asked in How Do I

HubSpot tracking features disabled when using Zapier to create contacts

Hi,I have a few Zaps running that create a Hubspot Deal/Contact based on a Ninja Forms submission. I am also running Google Ads and I connected our Google Ads account with Hubspot so we can track contacts and deal generated from a click on an Ad. My question is will Zapier prevent that tracking logic between Hubspot and Google ads?It currently seems to disable some of the tracking features of Hubspot tracking code (i.e. some of my ninja forms non-connected to Hubspot via Zapier are still tracked and contacts created in Hubspot with website activity information such as pages viewed but for my Zapier-connected forms I cannot see that information, only the information passed by Zapier).I look forward to your adviceThomas

ThierryBBeginner

asked in How Do I

Looking for a "New Broadcast Trigger" for ConvertKit

Hello,With Mailchimp, there is a “New Campaign” event in Zapier : https://www.dropbox.com/s/b3e5llm5mo3lu7u/newcampaign-mailchimp.png?dl=0 A want the the same thing for ConvertKit, but can’t find any “campaign” event with Zapier Integration of Convertkit… :/https://www.dropbox.com/s/atd064m2szqbmbq/newcampaign-convertkit.png?dl=0 Anyone have a solution?Is it complicated to create this event if it is not available? Because I really need this event...

asked in How Do I

How to automate written reports with images and electronic signature?

There is an alternative to writing written reports with attached images that can be part of a workflow that is electronically signed at the end.

Michele LampachNew

asked in How Do I

How to carry an image from Coda Table to Adalo

The Zap is working bringing data from Coda Table to Adalo, except the jpgs are not coming. Any advice on how to carry an image from Coda to Adalo?

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