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I have my own CRM and there is no option available in the CRM and I want to direct integrate with Zapier. Please suggest me some steps how can i Integrate with zapier without any problem.
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 am trying to upload images to Google Drive when our Project Manager updates daily Logs on JobTread. I have built out the zap to take the file uploaded to JobTread, filter for it being a “daily log” file. I then “Find a Folder” in Google drive, finally “Upload File” My tests are successful up until the last step. I am able to get the file from JobTread, filter, Find a Folder, but I am not able to then upload the file to that folder. I am using the “Title” from the Find a Folder step, but it is returning an error saying “File Not Found” Through these tests I have seen the file uploaded to My Drive, but it is not uploading to the correct Shared Drive Folder.
I have a zap where a ChatGPT Conversation with Assistant action creates a Word document. When it creates the file, I can see it in the test results. I then reference that output to save the file into my cloud storage.However, I cannot get the file ID itself anywhere from the output. I need the file ID in order to delete the file at the end of the zap, using a custom webhook action. See below the action for deleting a file I upload myself via the zap. There is a file ID for it in ChatGPT action test outputs.My issue is with deleting files generated by the ChatGPT action. There is no file ID mentioned anywhere. Is there a way to get the file IDs for these files within the zap? If not, can we get the file ID exposed somehow?
Hi,I’ve been trying to get a reply from a ChatGPT assistant taking into account uploaded files, and I haven’t figure out any way to make it work.I’ve tried uploading them to the Assistant directly from the New Files option - I can’t get it to work.I’ve tried uploading them to ChatGPT and referencing them in the Existing Files option - can’t get it to work either, although I do see the uploaded files in ChatGPT, get a reference to them in the Zap following the upload, etc ...Tried resetting the ZAP, tried mentioning the file name/ID within the Assistant’s instructions - doesn’t work for me.The responses I get from the Assistant either refer to inability to get to the file, examples:“Given the current limitations of this platform, I cannot directly access or review the file ...” “I'm unable to directly access attachments uploaded through email or those mentioned that are not accessible via the `myfiles_browser` tool”I would appreciate any guidance or an example of at least one way of set
Hey there -I have a zap that includes adding a contact list to a directory in Qualtrics. I just did a test of it, and it came back with the following error that I’m not quite sure what to make of. X’s represent a long alphanumeric string Error message: httpStatus: 404, Qualtrics responded with an error message: "The request to get the contact(xxxxxxxxxx) from mailing-list(xxxxxxxxxx) in directory(POOL_xxxxxx) was unable to find the mailing list or directory." The mailing list definitely exists as does the directory, so I don’t know what to do...
I created a zap to copy each message, image file and link from my private slack channels to a zapier table. So far it looks like I can only monitor one private channel with this zap instead of all of my private channels. Is there a way to make this zap applicable to all private channels or do I have to create a new zap for every private channel? We add 3-10 private channels per year for each new project, so this would add MORE manual work when a new project is set up.
What We Didn’t Want To Do So How Did We Approach the Challenge? Unforeseen Obstacles Adjusting the Plan A Different Approach in Airtable Time to Run the Update Zap Was It Worth Automating Like This?You may have noticed that the Zapier Community (and the rest of zapier.com) looks a little different as of April 19th. There was a brand refresh, and part of that included the replacement of featured images for articles and product updates.That meant that almost 400 images would need to be replaced, with ones that adhere to the new branding and design. What We Didn’t Want To DoWe sure as heck did not want to navigate to each and every post that needed a new image, then go through the tedious clicking, finding image, saving post, etc.We have 4 colors that we cycle through for featured images, so part of the exercise was to document all of the posts in chronological order, then export the images in one of the four color options. That way as you scroll through them, you shouldn’t see a bunch o
Are there plans by Zapier; to integrate Gemini into zapier native integration? i am interested to see how it performs in such cases? Anyone figured a way to pull it in maybe through Python? although maybe too much for code by zapier
But Why? How To Do It Shortcuts Webhooks by Zapier Wrapping Up Recently, a question popped up in a Zapier user Facebook group and it seemed like a fun challenge to undertake:But Why?You might ask yourself why someone would be doing this? Well, he later elaborated:For this business case, its actually perfect. Taking hundreds of product photos to be uploaded and renamed.Imagine you're taking photo after photo after photo and you'd like to upload those to your cloud storage service of choice, with the name you choose. You could take all the photos then upload them in bulk and rename them. But there may be reasons why it would be easier to name each photo and upload it as you work.How To Do ItWe’re going to combine the automation powers of the Shortcuts app in iOS with a Zap that is triggered by Webhooks by Zapier.ShortcutsHere’s what the Shortcut looks like: Shortcut you can copy: https://zapiercommunity.link/shortcut-phototohookSimply replace the URL in the shortcut (the one after “Get
I’d ideally like to create a workflow where I take my blog articles and automatically turn them into podcast episodes. I’ve heard good things from Elevenlabs for ai voice cloning but I’m not seeing a Zapier integration unfortunately. I would like to make this a fully automated no touch solution. What apps automatically post podcast episodes to all platform channels on your behalf? I’d like to explore options. Any good AI voice cloning or AI voice apps that work well with zapier?
I have a customized zap that creates a task in Motion calendar from an email. One of the possible “variables” in the action tab of the app is to set the Deadline Type which can take one of the following values “HARD”, “SOFT”, “NONE”. The output of the zap for this variable is always “SOFT” no matter if a choose “HARD” or “NONE” from the predetermined items or if I use a custom text from the trigger data.How can this be fixed? Inputs using customized text for variable Deadline Type Output from test, no matter what I choose, it always comes out as SOFT for the variable Deadline Type
Task Assignment Misalignments in Automated Slack Notifications from Notion via ZapierWe typically manage tasks using Notion. In Notion's Task DB, assignees and deadlines are set, and we've built a reminder system to prevent oversights through Slack notifications.Structure:We sync Notion's Task DB with a spreadsheet, and tasks due that day are notified on Slack every morning at 8:00, referencing the deadline property in the spreadsheet. Since there are usually multiple tasks each day, we use 'Create Loop From Text in Looping by Zapier' for repeated processing to ensure all overdue tasks are notified.During this process, the multiple tasks that come into 'Create Loop From Text in Looping by Zapier' are comma-separated (due to Zapier's specifications), so we specify a comma as the separator to split and repeatedly output them.Issue:There's a problem when a task has more than two assignees, causing a misalignment during the looping process.For instance, even if both Tom and Ken are assigne
I have created a zap that pulls customer orders from my Square ecommerce system and sends them to my fulfilment system Detrack. But Detrack needs a few things that I just cant find in the Zapier dropdown menus when creating the Zap.For example first name and fullfillment date.I thought there might be online indexes for these items for both platforms that I could copy and paste into the Zap but I can’t find them.Can anyone help?
Hi, Im trying to use the new tables from zapier, and I want to send the data to my chatbot via POST webhook, but i cant find any documentation on what to put on the Webhook URL, any ideas?
I am helping a couple local businesses with some automations and they want to use my Zapier account.Using the teams plan, is it possible to add them as a team member and give them the ability to add new app connections to my account?For example they want to provide access to their gmail and google business profile accounts without giving me their password. So ideally I create a team member account for them under my own Zapier account, then they connect gmail and GBP, and I can then use those connections in Zaps I setup for them.I am not sharing existing connections to team members, but rather have the team members add their own connections for me to use.Is this possible to do with the team plan? Thanks
I am working to create a zap that will send a specific updated deal stage in HubSpot to a new card on my Trello board with a checklist. In Zapier, when I am creating the Zap, I see the dropdowns for Checklist Name and Checklist Items. When I look in those dropdowns, I am seeing HubSpot deal information instead of the Trello information. Anyone have any pointers on how to get these two dropdowns to load my Trello information?
I want to automate my staff name from servicem8 to monday.com - For example, my staff will create a new job form in servicem8 and they will enter the customer details and once they click save, the information will register to monday.com… I want to automate the staff name who created the job form in servicem8 to register into the people column in monday.com. Hope that anyone can be of help. Thank you in advance. here is the loom video recording:
I am looking for a solution that basically compares a zapier (or make.com) automation to an SOP doc, where all of the steps and mapping is defined int he doc. We are currently testing all steps and mapped fields manually, checking them side by side but I would rather do the quality assurance in a more scalable way. Is there a way to export the zap and all data then use a tools that can do the checking for you? If anyone has any recommendations on solutions or tools that would be appreciated. Thanks!
Right now I am trying to set up a connection between Paypro and Activecampaign. Paypro is a payment provider and it has a trigger for a new sale event. In my paypro account I have multiple sales, but when I test my connection in zapier I get a message that I have to create a new sale. I already tested my zapier connection to my paypro account and I am using the right Autorization token. Still i get the same message. Does anybody know what the problem might be and how to fix this? Would be of great help. Thanks in advance
We’ve updated our contact forms by deleting several fields and making existing fields required. It shows up on the website as changed, but the form fills coming in is still using the old fields. I’ve ran the tests to grab the newest records so I am not sure how the old fields are even available for them to choose.
Today I bought WooCommerce Zapier × 1 but my zapier account is still considered as “free”. However, it is now connected properly. I tried to find an answer everywhere… I see no place where to change my status, indicating a serial number or other. Do you have an idea ? Thank you !
Hello, I have created a webhook to collect leads from my CF7 forms. When I receive a new request, I create a person in pipedrive and a lead associated to this person. However, when I receive a new request, the lead is associated to other people. How to link this person with the lead which will be created? Thank you in advance for your support
Hello,I’m trying to create a lead workflow 1. Cal.com meeting set up2. Notion database item added--- Works well until hereI want to have the budget dropdown populate the# Deal Amount as a number so we can filter and do anything we need with it, rather than text be based. I’ve tried automating it with the AI but I can’t get it to populate the number field. Any suggestions?Thanks!Arnau
Hello, I’ve created a Zap designed to integrate Stripe and HubSpot. Once a payment takes place in Stripe, a new contact and deal are created. However, I cannot automate the association of these two records no matter what I try. It appears I can only automate the same ONE contact email to associate to ALL the deals being created, when in fact a different contact email will be associated to their own deal. For example, X@Google.Com should only be associated to Google Deal, but it’s set up so X@Google.com is the only email that associates to all my new deals. I need these two objects to automatically associate as a hubspot property is then updated which provides that user with access to our app. Any ideas or help? I’m driving myself crazy. Thank you,Tom
When a contact is updated in Sugar CRM, I am trying to zap the data to Go HighLevel. I have the trigger set up correctly, however, every time a contact is updated, it doesnt find and update the existing record, it creates a whole new one. Does anyone have a workaround to this?
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