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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?
I am creating a Zap to send an automatic confirmation email once a form is completed to the form submitter.I want the auto-confirmation to go to be sent to the email that was put into the SquareSpace form field “email” on the contact form.But, SquareSpace only sees “zapier-demo@squarespace.com” during the test runs and attempts to send the confirmation to a wrong address.What step am I missing to have Zapier correctly parse the information in the SquareSpace contact form such that it correctly finds the submitted email and then correctly uses the email from the form.BTW - i used mail by Zapier and got the automatic confirmation email to work correctly. But, for some reason, i am unable to get this to work when using Gmail.Thanks.
I just to know if this is possible.Wanted to run my zap on schedule on specific days and time.Exaample:Monday - Thursday: 5pm - 9pm I was using the schedule by zapier but I really don’t know how to customize it.Hope someone can help me out Thanks!
Hey all,This issue has been bugging me for a while now and I just can’t figure it out. I can’t find it anywhere else on this forum, or outside of it. Hope someone can help me:I want to separate the output from my ChatGPT query so that I can do different analyses on each of the Output Items. I use Formatter for this.However, the order in which it provides me the outputs gets messed up. It seems like the output fields (see attached picture) are ordered based on their first number. This is why “1” comes out first correctly, but then 10, 11, 12,13, etc. come before “2”. And so on.What I’m doing:Text in Formatter by Zapier Event: Text Action: [:newline:] Segment: All (as Separate Fields)Do you have an idea how to fix this? It would be great if I could “pad” the
I am trying to set up a 3 step integration with Monday.com, Google Docs and Docusign Integration. The Monday and GDoc Steps seems to have gone through without an issue. However, after setting all the fields on the Docusign Step, it errors out with this error: Could not create signature request: INVALID_REQUEST_PARAMETER: The request contained at least one invalid parameter. A document was defined without setting the 'name' field. I cant seem to find the ‘Name’ field that is “Invalid” Please find below screenshots for the steps and the fieldsif someone could please help me out with this, that would be absolutely fantastic There is one more field and the option to continue to the next stepBelow is all of the fields available in the DocuSign StepBut when its time to test it, this is the error I am met with Could you please help me spot the issue?Thank you!
Is it possible to add 9 hours to UTC {{zap_meta_utc_iso}}? I want to make it in Korean time zone.
HiI am looking for a ‘simple zap’ but I am begginer with this platform. I currently have 2 different column in Monday.com board which is1) The price of the annual contract 2) Price of the next renewalBasically here is what I am looking to do : When date arrive (trigger), I want that value in the column (1) goes to column (2) when the renewal date is arriving Thanks for your help Sorry for spelling mistake English is my second language
Hi all -I have a Qualtrics form that I have automatically add a record to an airtable base. It’s basically a Qualtrics form where customers, once annually, update their annual budget. The airtable base has this data for every year - so since they fill it out annually, I would tend to just use a “Create Record” zap rather than update a former record. However, occasionally they input the data incorrectly, and need to update it - so in those cases, I would rather it override the current year’s record than create a new one.The simple way to do this would be a “Create or Update Record” zap that looks up the Airtable record based on two lookup fields: the organization’s ID AND the year. If it finds a match ON BOTH, it overwrites it. If it doesn’t (e.g., it finds the organization but no record for the current year), it creates a new one. However, as far as I can tell, there is no option to lookup a record in airtable using two fields - any ideas or workarounds I’m missing? I do see the second
Hi,I’m trying to set up a trigger with Snowflake to detect new or updated rows. The connection works and I can see the tables that are available in my schema, but when I select one, there are no columns retrieved. Doesn’t matter which table I choose, it happens with them all. The account I’m using has the same role as the user that created both the schema and the table, and that role has ownership of both, so I don’t think it’s an issue with permissions.Any ideas?
Anthropic seems to not care much about the Zapier community. I have been waiting for the Claude 2.1 for a few months, but it never surfaced.. Now Anthropic AI Claude 3 is out,… and still only 2.0 is available on Zapier. Do you know any workaround to use it with Zapier ?Does entering as a custom value instead of the limited and outdated option would work ?
I don't know why it trigged when there's no data in the column in the google sheet I'm using the New or Updated Spreadsheet Row event on Google Sheetsand I set up the Trigger Column$D Column D continues to trigger even though there is no dataI wasted too much money. I'd appreciate your help
I have set up this zap and workflow more than 10 times. In the record, I see that ChatGPT responds, but the response does not come through as an SMS to my cell phone or on the HighLevel platform where I coordinate conversations. What can I do, and why is this happening? Can you help me, please? and, a LOOM and, this one
Hello!I’m admittedly new to using Zapier but the connection I’m trying to make is by no means complicated. Looking to integrate my hellosign aka dropbox sign with my wix account so that when someone purchases a ticket, they get sent a waiver.Signed into + connected wix account - checkCreated the automation in the backend of wix to be able to select in zapier - checkTested - checkNext step, sign into and connect hellosign account - returning error code ‘UNAUTHORIZED USER’ - Make sure you click "Allow" or "Accept" on the permission popup Double check your Account has the correct permissions Check out our help docs for more informationThere hasn’t been a popup to allow or accept. In checking the permissions, hellosign claims to integrate seamlessly with zapier regardless of the plan type…What gives, what am I missing?
I need the data formatted to be rounded up or have the decimals removed just for one specific input. Is this possible and how would I do it?
Apologies up front. Trying to figure out Zapier on my own. I would like to be able create a zap that will take the link and summarized notes from read.ai (a meeting note taking bot) and report URL and place that in a collaborative tool called Fellow. I’ve been able to connect the two successfully, but as far as I can tell, I need to pre-select the steam ID in Fellow. This is where instead of matching the two titles (they are the same in read.ai and fellow), it’s asking me to select an older and archived meeting in advance. Is there any way to do the following:Once meeting is complete in read.ai then take those two data points (Report URL and Summary) Match meeting title in read.ai with meeting title in fellow append those read.ai data points into fellow in the associated fellow meetingThanks!
I’m working in an integration from my own app with zapier and Hubspot. I need to save the ID of the contact (ID from my app) in hub-spot in order that when I’m saving the contacts from hub-spot I do not have the same contact twice. Is there a way to save and retrieve that information?
I attached a screen shot. On my trigger app sometimes loans come over that aren’t on that attached list and it causes an error. Is there a way to transform anything that’s not VA, FHA, Conventional, USDA, Cash buyer or Jumbo to be transformed to Other Loan so it still goes through?
Hello All, I have what I would think would be pretty simple but can’t figure it out. I would like ChatGPT to extract and organize certain information from a PDF. Situation: when I receive a court notice, I manually drop the file into my Clio account in a folder. From there, I want a trigger zap “New Document in Clio” to begin by taking the file and having ChatGPT to extract information such as case number, scheduled date, time, and other important information and populate the information into 1.) My Asana; 2.) My Clio and Google Calendar; and 3.) Other possibilities not yet conceived. I am pretty new to ChatGPT. I have the paid version, ChatGPT4 for one month. Within the site itself, I can add the court’s notice PDF into ChatGPT and then ask it to extract said data and it does so well. Through Zapier, I have not been able to figure out where I can access the PDF when I’ve uploaded it on a previous zap. Also, I am quite confused on a lot of the required information within the “Action
How do I set up a zap that uses ChatGPT to create blog posts daily for my Facebook page?
I’m hoping to move our organization towards using more Zapier interfaces in our flows. This includes applications and quarterly reporting, both of which can be quite lengthy forms. I’m not seeing a few features for these Interfaces that I have historically found to be really helpful in longer forms. Save and continue. I would love to allow our team to save their spot and come back to the form if necessary. Pages. For longer forms, people will often page through their questions, just so that it breaks up the long flow a little bit. Are there currently features for either of these 2 things? Or a way to add that feature? Thanks for the help!
Hey Zapier developers, We just launched a gallery showcasing your implementations of our embed products!One of the most common questions we get around our partner solutions is: “Do you have any examples of how other partners have used them?” We took this feedback and built out a diverse Partner Embed Gallery, showcasing examples of each embed tool to help prospective Zapier embedders better understand what embedding is and what value it provides. Here is the link to the embed gallery! You can filter by type of embed and click into each embed to view details, testimonials, and best practices. Whether you want to embed zap templates into your product, or want a more native feeling experience with our partner API, our embed solutions encompass a wide range of use cases to bring Zapier functionality into your product and showcase your integration. Be sure to view the gallery for some inspiration on how other partners have dont it. Have fun exploring! Want to get featured in the gallery? F
Parsing to Basecamp 3I am working on a workflow that is supposed to pull a file from google drive after a Jotform is submitted and upload it to Basecamp 3 in a folder that is dynamic based on the Customer name and Form Title submitted in Jotform. I currently in a different set of Zaps have the files being uploaded to a static parent file then once a week I manually move them to the final location. I want to get that step out of there and just have them parse to the final location based on some of the criteria submitted in the Jotform. Here are picture based on what I currently have. How do I finish this out?
HelloI would so much appreciate it if someone can guide me how to use a Lookup Table in my workflow.Here is a simplified version of what I need to do:Trigger: Shopify New Paid OrderNext: Find a “Line Item Name” value in a Lookup Table in Field ANext: Replace “Line Item Name” in previous step with matching record in Lookup Table Field BNext: Send myself an Zapier Email with the updated “Line Item Name”Next: Loop the search and replace until no more “Line Item Name” items is found (when multiple items are purchased).I am looking forward to your response.JannieBelow is an image of the Lookup Table
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