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Scenario - CRM entry (FollowUpBoss) get status changed.Creating zap to add item to “Active Files” board.I want to make sure I’m not creating duplicates, so when initially create an item, i’m writing the ID back to FUB in a custom field.Great. I can _get_ the item’s id when I create it, but how can I then later _LOAD_ an item from monday by its ID? The “Get Item By Column Value” action does not have “Id” as an option. I don’t see any other “Load Item” or “Get Item” or anything like that.I can UPDATE MULTIPLE using the item ID, but that seems to fail if item id is blank or doesn’t exist. How can I search a monday board by the Item ID? Item names change - that’s a poor “key” value to use. Thanks!
My company uses Salesforce as well as publishing ads in Facebook and Instagram.We would like to be able to feed Meta with the lead status of leads originated from Meta to improve our custom audience.For example, if a Meta-generated lead is identified as an unqualified lead for our business, we would like to communicate this information to Meta so it removes the lead and similar audiences from tis custom audience. And vice-versa for a qualified lead, we want to tell Meta this lead is a good one and we want the custom audience to include more people like this qualified lead.!-->What’s the best way to do that? What are the workflows we could use?Ideally we don’t want to use another source of data (I read about ‘Lead Score by Zapier’). !-->
I wanted to know if it would be possible to replace slack by telegram. The only thing is that I can’t link a specific channel from a supergroup to my automation. Has anyone tried that? I just want to receive an automation, for example when I receive a payment, new meeting booked etc…Thank you
For some reason, Zapier returns an error with a Find User in Intercom step.Nothing changed to the Zap. Anyone has an idea what happened? Failed to find a user in IntercomWhile requesting "dev_method" from Intercom we ran into an error: The app returned "The Accept header should send a media type of application/json".
i just want to know is it possible that we can connect Zapier central with Instagram inbox so it can act like an chatbot in insta dms
Hi there,I want to post to Facebook group using Google Docs as the Description text and .pngfrom google Drive as the photo itself. Everything has worked out so far, except that Zapier does not extract the right Text from the google Document.Instead I get a code, which I can’t understand or identify.In the Facebook group then, Zapier post the right picture but with a Download link that will give you a “.docx” File if you klick on it I included a couple of Screenshots to give further insight into my issue:Zap Google Doc (from which the Text is supposed to be extracted)Facebook Post with the wrong text Description (Instead I get a Link/code) I already found another post ion this forum, which recommended using Zapier Webhook “GET” as. workaround, but I still get the encoded Text instead of the actual plain Text. Any suggestions?
Hi! I used to extract text from a Google doc using a get webhook like described here: That doesn’t seem to work anymore. I only get the file not the text anymore. Is anybody else facing this problem?
Hi,I keep getting this error ‘Invalid resource - Please provide a valid email address’ - see screenshotI have added the only email field available from the trigger - which is ‘zapier-demo@squarespace.comThe zap adds that specific email address to mailchimp but it won’t add any other email address to mailchimpWhat can I do to make it accept any email address added to the squarespace form?thanksC
I currently use Stan Store to host my courses, and will have students that purchase the course through Thrivecart. Can you let me know how I can automate the flow where students that purchase the course through Thrivecart, are granted access to the Stan store course?
How can i integrate group convert where I collect all my new fb group members with zapier?
I am trying to setup a zap that watches a BambooHR report and sends new entries as cards over to Trello. I already have one zap working with this exact setup, now just trying to do it again. However when I add a new API key, create the report in BambooHR with people/data loaded in, add in the report number, Zap comes back saying that it cant find a changed report. Has anyone run into this? I have tried deleting the report, adding a new one, making a new API key, and nothing!
Hi brains trust! I’ve connected my Raisely account with salesforce, so now every time there’s a donation through Raisely, it will update / create a contact in Salesforce.But I’m running into an issue: I want to make sure there is a cumulative history of donations from people, not just constant updates with the latest donation. So I want to create a closed-won opportunity with every donation against the contact.I can’t figure out why it’s failing to find the contacts using the Account ID. Can anyone please help me!
Hi, I’m having some trouble connecting Mycase's database to Zapier. I'm trying to set up a simple automation: whenever a new lead gets added in Mycase, Mailchimp should send them a welcome email. But during the Zap test, the database shows info from 2021! Even if I add a new lead, it doesn't seem to show up in the test.Is it normal to see examples from years ago? I don't want to mess up the Zap configuration, so I'd love to test it with my own email to see if the welcome email arrives automatically, but I'm not sure how to do that.
The process is that a user signs up for a retreat in Gravity forms. Each month has a retreat, so the user selects the retreat they are interested in. The submission of the gravity form triggers the Zap. Now I have two Zaps as I am using paths and you can only have 10 paths per Zap. So Zap 1 has January - OctoberZap 2 has November and December. I signed up for an April date in Gravity forms which triggers the Zap, Zap 1 runs and picks the correct path - and the correct tag gets applied in Infusionsoft.Where it goes wrong is instead of Zap 2 being ran and no action, it selects November as a match then applies the November tag. The results is clearly incorrect. See attached video:https://app.screencast.com/lb2vtpcVbFHM5I imagine this is something simple that I am completely missing because I have looked at it too long. Any help would be appreciated.Tina
Hi,I'm trying to build quotes creation using Monday - Zapier - Panda doc. For that I created Products Table in Zapier tables. It contains Product name, price, description and Monday ID. In paralel, I created a Zap that gets Data from Monday. Among that Data, there is Monday ID field. It usually contains more than one ID. So, I tried to search for the Products at the table using the data as it came from Monday here is the set up (I tried different operators and the other action Find Records (Output as Line Items) in Zapier Tables, but the result is the same) screenshot https://prnt.sc/j6nuNw4e462B . I thought that the issue might be with data format, so I used Text to Line-item formatter, but the result was the same. Later, I tested the same with one ID. I managed to find the needed record using the data as it came from Monday and after formatting. I also made it work using Zapier Looping, having the data formatted beforehands. But it doesn't work for me, because unfortunatelly, I can't
Hello,I would like to organize my zaps however the function is not working? Is there any solution to solve this issue? Thank you in advance,Guillaume
Hi all, I’m running a notion action step.The event I’m triggering is “Create New Database Item” For content, is there a way to plug-in an existing template I made on Notion & plug-in variables into that template? Thanks!
Hi there! I had set up a simple zap that would automatically send an email from Surveymonkey after a trigger in Salesforce. It was working *completely fine* until I went and used HTML to format the body of the email, and now the zap is returning the following error and only scheduling drafts to be sent out, rather than just sending the actual survey email. Help would be much appreciated!Error parsing response. We got: "{"status": "not_sent", "is_scheduled": false, "subject": "(survey title)"Wondering if this is just a quirk if you use custom HTML in the email body field in zapier? Or likewise in SurveyMonkey?
I have a zap that uses Google Sheet for the action step. The issue I’m having is that when the data comes through from the trigger, it’s putting the same data in Sheets multiple times. What would cause this?
Apparently this has been “an open feature request” for 3+ years. I have a need to move all files from one folder to another. I’ve got a trigger worked out, just can’t get the function of moving more than one file at a time. Does anyone know how to configure the DropBox API to work with the Zapier Webhook? The dropbox API info is here: https://www.dropbox.com/developers/documentation/http/documentation#files-move_batch:2Looks like dropbox provides all the info. I’m just not sure how to plug it all in. I keep getting authentication errors, header errors, etc.
Is it possible to run a Zap on past Jotform submissions? I have a new Zap that I would like to run against about 100 previously submitted forms. (I’d also like the Zap to only be triggered by submissions with a specific field completed. Is that possible?)
Hello,I’m trying to use the Notion Find Database Item to get an updated version of a Notion Item that triggered the Zap.However, when adding the Find Notion Database Item action and connecting it to the same database used in the trigger (and same result if I custom choose the db and use the parent db id property of the trigger’s result), I only get 3 fields to search in, which include the database item name and some other two arbitrary fields (one custom text field and one custom date field), but not the item id (which is critical to my use case), and not any other field that seem important and doesn’t differ from the ones I was given (e.g. created date, updated date, ...).Is this an issue with the integration, or is this supposed to be this way for some reason I don’t get?Edit: I just want to clarify that I cannot use the Item Name because the reason for me wanting to update the item in the first place is that Zapier sometimes pulls Notion for new items and triggers the Zap while the
Hi, I’m recording on a database on Notion all of the information about the candidates that are currently in the process for some open job positions at my company. Among other details, in each line you have the name, email address, the position the candidate is applying to and the stage of their application (Interview, Screen, Hired, No).I added a property to the database called ‘Rejection Email’ which is in the form of a checkbox. My plan was to build a Zap automation that is triggered when the checkbox is ticked and that sends an automatic rejection email to the candidate picking up his email address from the same line. To do this I built this zap (see in picture) As filters I put: Rejection Email is true Stage exactly matches ‘No’ The second property was added as a measure of safety (I don’t want to run the risk of accidentally ticking the checkbox and then sending a rejection email to the wrong candidate)I did a test which worked just fine, however when I publish the zap and then c
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