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Hi guys, I’ve been playing around with Zapier Central for my new AI controlled emailbox, but stumbling across some issues. After receiving an email, is has to be qualified before actually doing the right task. There is the first issue. Actually labelling the emails does not happen within Gmail. second issue. Whenever I manually label the email, my bot gets to work crafting a reply. With success. But because of the email not being marked as ‘read’, it sends out 5,6,7 reply’s untill I stop the actual action. Is there a way to mark emails as read, after actually replying to them. Currently doing it within Zapier Central btw.
I want to use Zapier to integrate Intercom with Dovetail (dovetailapp.com). I don’t want single messages to be zapped, I want the ENTIRE chat conversation. Can it be setup so a conversation in Intercom can be tagged or a topic added so the whole thing ports into a Dovetail note?
Hello, I’m having some issues with a loop warning and figuring out the best way to build the zap. The goal of the zap is to assign a customer tier (“Status” column) within Monday.com based on multiple factors that are going to be updated throughout the customer lifecycle. Here are the Tier options: We have a bunch of formula columns on the Monday.com board, which calculate the customer tier based on ten factors (i.e. growth, ARR, products, segment, etc.), but you cannot see formula data in Zapier, which is why I had to recreate the formulas as steps within the Zap. The way I have the zap set-up now is with Trigger “Specific Columns Values Changed in Board” and I chose all the factor columns: Here is the entire zap: Here is an example of a formula step for one of the factors: Here is an example of the Loop warning for one of the final actions (the warning is same for all final steps and they’re set up the same). The final step is “Change multiple columns value” and I’m only updating
Hello Community,I am not able to list a single google chat room, though I connected Zapier and my account.Has anybody managed to post something to Google Chat Spaces?Is it possible that Zapier actually means Google Hangouts when it talks of “Google Chat”? Hangouts has been officially retired for quite some time now.If this is a known issue, is it in the works?Best regards,Tilman
This post was split from topic: If you don’t mind my asking one more question - is there a way to pull in data from the PDF Doc to the TO field? Not sure if that’s possible. I’m not seeing that as an option in the TO dropdown.
HiI encountered a similar problem before, which @Troy Tessalone kindly helped me with. I’m trying to create a similar workflow but using the “New Tag Added to Note in Evernote” as the trigger. I want the audio on those Notes to be automatically transcribed by “Create Transcription in OpenAI (GPT-3, DALL-E, Whisper)” but I keep getting the “invalid_request_error” message. I’ve tried several options in the File bar (all shown in the screenshot below -- I’ve tried them together and individually) but without success. Can you help?
One of my Zaps has disappeared. I dont think i deleted it but maybe I did. I am trying to find the trash can which other post mention, but its not on the left side bar in Zaps any ideas.
Hi everyone, I would appreciate help in building an automation in Google Sheet and Tarlo.I have a column in Trello in which I have a custom filed and I want to transfer the information found in this column to a new sheet of Google SpreadsheetsBut I want every month to open a new sheet with the same columns and the same data.For example, if I defined the customer's name and the price he closed in Tarello, I would like the information to be automatically added to a new sheet whose name is April 2024,The thing is that I want only customers who closed in April to be added to the sheet,When the month of May arrives, I will want it to open a new sheet with customers who were added to the list in Trello in May. Of course I define all the information in custom fileds in Trello so that it can be defined in Zafir.I will mention that I want to use the template in Google Sheets because I have formulas there that will help me analyze the information in a better way.I would appreciate your help and
This post is dedicated to providing updates on bug fixes, enhancements, and new features added to the Pipedrive <> Zapier Integration. Please refer to the comments below for the latest information changes.
Hi, I would like to know if it’s possible to send a url (which is an image) to Google Chat with Zapier and allow image preview. Something like below: Any input is appreciated. Thank you
I started using Chatbots (Premiun) with Zapier Tables (this in Free Version). I loaded a 38 record table in order to test the chatbot, but when I ask the number of records, it only show and report 10 records. The field recognition is already working ok, but after several attempts, the chatbot can't bring the whole records information. As I have tried to solve this, I realized that there are no issues with each register field information, but with the fields themselves. So, the problem arises when you ask the chatbot some 'field' or 'vertical' info, instead of asking for some register name information.As an example: if I have a table with people names and their birthdays, the chatbot will fail when I ask 'how many people was born in december?' or 'how many people was born before 1990?',because this is 'vertical' or 'field' information, not a register information.I already upgrade Tables Plan but the problem is not solved. Any ideas to solve this will be very helpful.Thanks in advance.
Hello,I’m trying to create a Zap between Kajabi and InvoiceXpress but it’s not working and I din’t understand why.Zapier says:Failed to create a create invoice-receipt in InvoiceXpressSome parameters were incorrect. I don’t know which parameters are incorrect...
Has anyone managed to connect to Microsoft Dataverse? If so what are the steps?
I am creating a Zapier connection between WIX (Forms) and LeadConnector (GHL). I have two forms that are being filled by a lead. First a first and simple form to increase the rate of leads, and after that a longer and detailed form. Short FormLong FormWhen the short form is filled, an opportunity is created in the GoHighLevel CRM with a specific stage in the pipeline. When that happens automatizations are triggered in which the long form page is sent to them. The issue that I have is that when a person fills the long form, a new contact is created, instead of the first contact (which previously filled the short form) being modified. First and Short Form ZapSecond and Long Form ZapI have been struggling a lot with this. I talked with GHL Support and they say is something to solve in Zapier. Does someone know how to make sure the second Zap updates the original contact/opportunity information instead of creating a new one?Thank you!
Not really sure how to word this but I need something done in the background ( not public side ) a trigger of sorts to be done after say every 4 hours is there anyway to do that? Almost like a cron job for a zap? Thanks! Edit: I wanted to edit my title as I realized how confusing it sounds but can’t! 😂
HiI want to create a Zap for creating a new google workspace user, using details from a google form. The problem I have is the primary email address field. I can’t put anything in the google form to pull this data and it wont let me create the zap without it. Obviously this will need to be first name and surname followed by our domain but unsure how to get that across into the google workspace primary email field. Any help would be much apricated. Thanks
I keep running into this issue where I add a new required field to the CRM and then suddenly all of my Zaps that create records in that module throw a bunch of errors and Zapier disables them. This is exceptionally frustrating. These fields are typically dependent fields and are not relevant to the records being processed through the Zap. The CRM does not require them to create the record and yet Zapier insists on enforcing them. I am the admin of the CRM; I should get to decide whether or not a particular field requirement is enforced or not. Is there any way around this? Ideally, I’d prefer a solution that avoids populating dummy values into these fields, as that creates unnecessary data messiness in the CRM. However, if that is unavoidable, is there any way to set a blanket rule that says if a missing require field error pops up, the value should always be “X”? And then lastly, if neither option is possible, how can I set up an automated alert that will notify me if this specific er
HelloI have this message error. I looked over the forum to find help : Zapier has the permissions to manage webhooks, to send message, to manage roles …. i show you all my tasks. do you have any idea on this troubleshoot error ? Thanks in advance :)
IntroductionHi there, this is Erin Oz from the Zapier Support Team with another workflow idea to share. Background InfoHave you ever wanted to create a Delay in your Zap that lasted longer than 30 days? Or, have you ever wanted to make changes to your Zap but you can’t, because you’ll break Tasks that are currently in a delayed status?Here’s how you can use Google Calendar to create better, more flexible Delays. Workflow ExampleA Zapier user would like to send a followup email to their clients booked through Acuity. They’d like to email to go out 45 days after the appointment took place, in order to prompt their client to book again. The user has created a calendar on their Google account called “45 Day Followup Email Calendar” that will only handle the events created for this workflow. This helps keep the Zap from triggering on other events by mistake and cluttering other calendars. This set up will require two Zaps: Zap 1Trigger - Acuity, Appointment StartFormatter - Set the Event St
Have you ever found yourself making the same steps over and over in different Zaps? It’s honestly not a great use of time, but until recently it was the only way to get things done. But now with Sub-Zaps, you can build those steps once, then re-use them in any Zap! That way, you can spend more time on the interesting things in life, like learning how to cook a perfect medium-rare steak, or building a treehouse for your cats.A Sub-Zap is basically a normal Zap, but instead of having a normal trigger, it’s triggered by a different Zap, then returns information back to that Zap in its last step. You can think of it almost as a custom Action step that you build yourself, and can use in any Zap you like.When you’re making a Zap and want to add in a Sub-Zap, you’ll add an action as normal, but choose the “Sub-Zap by Zapier” app:(view larger)This will let you choose the “Call a Sub-Zap” action, and pick which Sub-Zap you want to use in this Zap. If you’re following this guide, you haven’t mad
Hello, I hope you’re well I’ve been trying to build a Zap that will, when a new lead is created in Birdeye by messaging us through Livechat, pull their details through to Pipedrive, try to find an existing ‘Person’, if one exists, then create a new lead attached to said person, otherwise to create a new ‘Person' and then a ‘Lead’ against that record. When I’ve tested with the Zapier ‘test’, it works fine and actions. When I actually put it into practice and do a test of messaging via the chat, it doesn’t come through and I understand it is an instant Trigger. Am I simply misunderstanding, therefore, what the ‘New Lead’ event trigger is actually referring to within the Birdeye function, and can anyone advise then how I can work it? Kind regards Sam
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.I’ve tried and Tried and found the AI useless in formatting the Address in the Right way. I have this expression coming in from JotformWe mostly get Unit addresses, but some times it is a standalone house.So I need to extract both using Example With A Unit Address:Street name: xxxxxx Unit/Street Number: Unit x/xx City: xxxxxx State: xxx Postal code: xxxx Country: xxxxxxxxExample Without A Unit Address:Street name: xxxxxxxxtUnit/Street Number: xx City: xxxxxxx State: xxx Postal code: xxxx Country: xxxxxxxxI want to import it into Halo which has 4x Address fields & a Postcode field.I want to output like thisAddress 1: Unit xxxxx xxxxxx xxxxx (if it is a Unit)Address 1: xx xxxxxx xxxxx (if Not a unit)Address 2: xxxxxxAddress 3: xxxAddress 4: xxxxxxxAddress 5: xxxx
So far, my Zap is the following:New File in Folder in Dropbox (done, works fine) Substitute 3 last characters of the public link so the image shows on a WordPress page (done, works fine) ----- now comes the mess.. what am I supposed to do to append this new link to an existing text?I don’t want all my page to be “updated” (which means that everything will be erased and replaced by a new text), I want it to be appended.Anyway, this feature is what will make me keep my account in Zapier or not, and get my refund.
Help, I'm a Zapier noob.I’m very new to automation and just sticking my toes into the water right now. I’m creating a bunch of Notion templates for musicians to manage their careers, and I want to integrate Big Cartel into the workspace.I can see that Zapier has a ‘When a new product is added to your store’ trigger, and I already have gotten that working into my Notion workspace, where it creates a database entry. However, is it really possible that there is no trigger for ‘Whenever your product is updated?’. If I were to put an item on ‘sale’, how can I make it update to my workspace on the same database entry?Is there a workaround, or am I just completely misunderstanding this?
I am using zendesk to send a comment to an existing salesforce case. I have the zendesk and the salesforce is external.This is how the steps are designednew inbound email in email by zapier I configured in zendesk to send an e-mail with the last public comment of a ticket to an inbox and with the words “commentend” to understand when the comment is finished Text in formatter by zapier The first line of the e-mail is the Salesforce ID (that’s what the customer care person writes) - I split it to be able to then find a record Text in formatter by zapier Remove whitespace from the step 2 so that there are no problems with the ID Text in formatter by zapier Get the text between the salesforce ID and the comment end so that it can be the body of my comment Find a record on salesforce I am searching for salesforce ID and use the field on step 3 Create record on salesforce Object - comment of a case with the text from step 4 All the emails are going well and I can replicate steps 1,2,3 a
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