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I have a workflow, and I need to create a document and it can have a variable number of people who need to sign the contractSo we have property owner and tenant, and both parties need to sign the agreement, we can have up to 3 people who need to sign as the owner and then up to 6 people who might need to sign as the tenant. We could create a series of duplicated zaps that just used one of the 18 different templates but it feels highly time consuming to set that up and surely there is a way where the roles could be there and just no used, but it Pandadoc is always saying the role’s email addresses are required, so cannot create one template that just works for all combinationsAny guidance would be great, currently getting the data for the pandadoc from a worklflow that starts in Airtable
Hi,I’m trying to create a Zap that should upload new invoices created in BaseLinker to LexOffice for bookkeeping purposes.The Trigger “new invoice” spits out all kinds of information about the invoices, so that’s working fine. However, when I go the the action “upload for bookkeeping” in LexOffice, all that information doesn’t contain a PDF file.Zapier is advertising this funktionality here: https://zapier.com/apps/baselinker/integrations/lexoffice
Using the Zapier connection to Google My Business with the event “New Review” does not trigger when the end-user updates and/or changes an existing review. I’m assuming that this is expected behavior as this would constitute an update and not a new record. Is there a solution in Zapier’s integrations to overcome this?
I would like Zapier to check Asana on Monday mornings, search for the tasks that are due that week, and send a slack message with the list of those tasks. How do I set up this zap so Zapier can check and find the tasks that are due the upcoming week?
Hello! I am trying to integrate fluent forms and click up. So when i get a response in the form, a new task is created in click up. I have a few “ upload image” fields in the forms, however when creating an webhook automation, I do not see how I can set those to receive images to a click up task that is created. I do have attachment fields in click up, however they are simply not visible in the automation settings.
I set up a Zap to send an email once a new row is added to Google Sheets. It sent the first email 3 times to someone. How do I stop this?
Hi, We have a form that tracks requests for time off for our employees. The form works perfectly except for the fact when someone inserts the date they want to take off it automatically puts it at 7AM. We would like to have it so that when our employees fill out the form it inputs the specific times for the start and end dates. For example, we want it such that if you enter 8AM in "first day time" and 9AM in "last day time" the calendar invite will be from 8AM to 9AM and not just 7AM flat. I tried to insert the “first day time” and “last day time” in the action, but I was unsuccessful. This is important for employees taking an hour or two during the day for an appointment. Conversely, if the employee is taking multiple days off we could instruct them to make the start date 8AM and end date 4PM. Any thoughts on how fix this issue?
Hello everyone,I would like to set up a scenario during which any new person entering a Notion database will receive : The next day: 1 email + 1 SMS The day after, only if their status in my Notion database hasn't changed in the meantime: 1 email reminder + 1 SMS reminderHowever, I'm encountering 2 problems that seem to me to be linked to the temporality of events:Issue 1: sometimes, a person's phone number is entered manually in Notion a few hours after the creation of their file. In this case, he never receives the SMS, as if Zapier didn't take into account the information entered after the file was created in Notion. However, I set up step 3, "Find database item in Notion", so that Zapier could fetch the phone number information. Issue 2: when I change a person's status in Notion to exclude them from the scenario, Zapier automation continues to work. It's as if, once again, Zapier doesn't take into account the information entered after the file was created in Notion. However, I've s
Good afternoon, everyone!I've created an automation that integrates the process flow platform Pipefy with DocuSign. When a card is moved from phase A to phase B, a trigger is fired, and the next action is to send the document attached to the Pipefy card via DocuSign. However, when I perform the test, the following error message occurs: Failed to create an envelope using document in DocusignCould not create signature request: INVALID_REQUEST_PARAMETER: The request contained at least one invalid parameter. A document was defined without setting the 'name' field. Here's how the flow of this automation works: PipefyThe trigger is fired when a card is moved from phase A to phase B.Figure 1 DocuSignWhen the trigger is fired, send the document attached to the card (Pipefy) by sending an envelope (DocuSign)Figure 2 Figure 3In the Document field, sample fields were linked for testing. I noticed that in the Zapier documentation, fields that are of type Text will be converted into .TXT files. Fig
Hi I am trying to create a zap which will allow Mailelite to add a subscriber when a new spreadsheet row in google sheets is added.Seeting up the trigger on the google sheets works and tests fine. When I than set the action on mailerlite and run the test this error occurs:Failed to create a subscriber in MailerLite Required field "Email" (email) is missing. I think I mapped everything out correctly. Idon’t understand where the error is. thanks in advance. fabio
Hello all,I am creating a new Monday board item from a Salesforce Opportunity record. That is, Salesforce Opportunity → Monday board. I’ve had no trouble with several Salesforce Opportunity record fields, mapping them to the required Monday board item columns/fields. However, one in particular seems elusive: I would like to transfer the OpportunityID of the Salesforce Opportunity to Monday as well. I simply cannot seem to find a way to do this. Is this particular Salesforce OpportunityID field simply not visible in Zapier for the purpose of sending values to Monday?Thank you for any guidance,Vikram D’Mello.
Hey! I would like to get notified in Slack when a new comment is added to a task in a database. I already added a notification when a task is added or updated but it’s not being triggered by comment. Could someone help me with this? Thanks
Getting these messages for the past few days: Trigger partner failure: Unable to retrieve reviews: Quota exceeded for quota metric 'V4 General Requests' and limit 'V4 General Requests per minute' of service 'mybusiness.googleapis.com' for consumer 'project_number:466514807953'. This is not a problem withmy Zaps. This seems indicative of a platform limitation between Zapier and Google APIs. Please advise.
I kind of suspect this is out of Zapier’s capabilities and/or I’m setting things up the wrong way around, but wanted to ask!The organization I work for has a website on Wordpress and sends a weekly newsletter through Mailchimp. We’d like to have the latest Mailchimp newsletter automatically posted on the website as well, so I set up a Zap to do that (new wordpress post triggered by new Mailchimp campaign). However, I’d like it if each week’s post could be removed when the newest newsletter is posted (so that the past ones aren’t still live to potentially pop up when someone searches the site). When we make website posts directly on Wordpress we use the PublishPress Future plugin to schedule a date for it to go in the trash, but I don’t think Zapier can access that when making a post, nor do I see any options in the Zaps to have Zapier delete a post. is such a thing possible?
Hi,Mailchimp’s Audience Exports will give me timestamps for when a contact joined that Audience, and was updated in any way, but what I need is a timestamp for when a contact updates their preferences, i.e. is added to or removed from a Group, and for that record to capture which Group it is that’s just been updated.To start with, and just for proof of concept, ideally I’d just capture this in a Google Sheet as a log (one Sheet for additions to Groups and a second for removals is fine if it can’t be done in one). So it might build up like this: From playing around in Zapier, I can easily trigger a new Google Sheet row when an update to the Mailchimp contact is made, and add the Timestamp of that update into that new row, but can’t see how to output what specifically has been updated.Any ideas? I also thought of using Mailchimp’s own internal journey builder to allocate a corresponding Tag to the contact when they join the Group, and then that action would trigger the Google Sheet up
I tried setting up a zap to make it so that it takes the information thats on the newest row of a Google Sheets and makes a new subscriber profile on ConvertKit based off the info inside of the row, and adds them to a specific ConvertKit sequence. This kind of works... It adds a profile to ConvertKit correctly, and adds them to the correct ConvertKit sequence, but it uses the email of the same row every time. I can’t figure out a way to make it always use the info from the newest line. Someone please help!!
I have a working Zap set up to send all submission of a certain Jotform form to an Excel workbook. Does anyone know if I can copy based on a form response? For example, if someone enters “Store A” in the location field of the Jotform form it will copy that to a workbook called “Store A”. Responses with “Store B” in the location field would be copied to a workbook called “Store B”.
Has anyone had issues activating and accessing the WPForms API key? I can activate it in WPForms, but once I do that, it disappears from the integrations options altogether. So I’m confused on why this is happening or if anyone has seen the same thing?
Hey, folks! I’m Janine, one of the editors of the Zapier blog. You’re on the Zapier site, so you probably already know at least a little bit about automation and how it can help you with tasks in your apps, but I wanted to share a little about what automation can do for you, if you, like many people, are thinking about your next job opportunity.First, automation is a valuable skill, as we learned in our summer Job Seekers Report, where about 70 percent of people looking for a job thought automation skills could help them land their next gig.But automation can also help you with the more practical, hands-on parts of find your next position.Writer Krystina Martinez put together a guide earlier this year on ways to use automation to ease a job search. It includes tips on creating a database of jobs you’re applying to, tracking applications, managing your to-do list, building specific skills, and promoting yourself on LinkedIn.We published a follow-up last month on streamlining job sources
Hello everyone,I currently have the problem that I cannot find the leads using the lead ID. I always get the error that the Lead Id should be a two-digit number, which, according to the answer in Step, can't be the case, can it? Do you have any ideas or suggestions that might help me?Best regardsDennisFind Lead by Lead-IDResponse of Find Lead by ID
Hello Everyone,We are used two tools one is monday.com and second is bill.com(https://www.bill.com/). I need to integrate monday.com and bill.com. If anyone create item in monday boards then trigger to the data insert in bill.com. Can you please help on that or provide best way for that.
Hello,I send myself the completed form from Google Ads via GMail to the customer's inbox. Unfortunately, only the fixed fields from Google (first name, surname and email) are included in the dispatch email. But not the questions about arrival and departure. Where could the error lie?
We are trying to use Zapiers new Tables and Interfaces to create a CRM. We want to automatically bring information in using a ZAP from our lead finding channel. The issue I am having is with getting the phone number to transfer through. Our numbers hear in Australia are always preceded with a “0” i.e. 0448 xxx xxx The format of the phone numbers that are bing passed to us are in this format 0448 xxx xxx but when I send them through to the Table in Zapier it deletes the proceeding “0” and only send through 448 xxx xxx But this then means if we want to use the information out of the tables we are not able to automate anything because we are missing the initial digit in the phone number. I have tried all the Zapier formatting tools but cant seem to get anything to work. Any assistance would be great. p.s. I have alos attempted to use the + symbol and the country code which would work for us but also cant get the + symbol to carry through to Zapier Tables
I will soon be working with someone that wants to set up a Zap using Constant Contact. They have a few mailing lists that need contacts to be added or removed depending on the flow of data.My ‘how to’ question is, can we remove and add contacts from lists using the provided action “Update Contact”? According to the integration page empty values will be cleared so that could also apply to lists. https://zapier.com/apps/constant-contact/integration
I am confused by the way the pricing of the Add-ons is presented. I have asked Live chat support for clarification but they are equally confused.The way the pricing look is the to add-on Interfaces cost $20 /month + Tables cost $20 /month + Chatbot cost $20/month.That is just not competitive in the AI workflow builder landscape!Am I misunderstanding this?
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