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I’m trying a very simple integration Between Zapier and LACRM. Basically, I need to create a task in LACRM every time a work item is created. The only issue I’m having is that tasks in LACRM must have due dates, but it seems like Zapier is not providing the date ticket was created. Not sure why! Is there a way I can customize what gets pulled? or is there a workaround where I can fill that with today’s date? I believe this is all Zapier is pulling. Thanks!Backer A.
I hired someone to set up Dubasado and connect it to Calendly using Zapier.When an actual prospective client signs up for a call with me, they appear as a new lead inside of Dubsado.When I test it to create an SOP video for my staff it doesn’t work.I am creating a new fake name every time, but they simply don’t appear inside of my Dubsado.The zap is showing as running correctly, but Dubsado has no record of these names. Is this a Zapier issue or a Dubsado issue? Part 2:I also need to replicate this system so I can track who brought in the lead, when I duplicated the Zap and changed the name of the Calendly invite to test it, it’s simply creating 2 leads instead of 1 with 2 different lead sources.Which part of the zap do I need to change so that it only creates one new lead? Thanks! Rachel
I am using unbounce for my lead generation form. I have questions on my form that are yes or no answers. If a person selects “yes”, they move forward and are pushed into the CRM. If they select “no” I need to have them rejected and NOT be pushed into the CRM. I am trying to do this with Zapier filters. To be able to filter a form option, should I use a radio button (one for yes, one for no) or a checkbox (one for yes, one for no), or a drop down menu? I have been trying to use a radio button where there are two options - yes and no. However, when I try to create a zapier filter for that, it is not recognizing the “yes” and “no” text. It seems that it instead wants “choice 1” or “choice 2” as the text. Is this correct? So, how do I filter yes and no answers to form questions using a Zapier filter when there are only filters based on text -- not on choices/selections? Instead of filtering for the word “yes” or “no” should I instead filter for the text, “choice 1” or “choice 2”? Thank y
(Ignore me … it’s not supported by GitHub yet despite 7+ years worth of feature requests!)
I got the e-mail that this feature had been added and to update my plug in which I have done. But the zap is not working any differently. Still can pick the Custom Post Type but not seeing the Custom Fields within that Post Type. I have refreshed fields. Is there another step?
This post was split from topic: Hi @Pages-Oliver Help us have more context by posting screenshots of the entire page where you encounter the error. Hey, I am trying to connect the AMINOS with clicksend using ZAppier how can i do that?
We are using https://tidycal.com/ as our online booking calendar. The calendar comes with a form of pre-selected questions. However, it seems that TidyCal is handling this data in the order in which questions are answered - rather than each field having its own ID. This becomes a problem in Zapier when, due to auto-correct and user behaviour, questions are not answered in order. Meaning, that when data is pulled through to Zapier, some of the data does not match up and some of our Zaps are unable to run. I was wondering if there’s a way I can map these fields in Zapier so the correct field and data is called each time, regardless of which order the information is input. Any help is greatly appreciated!
Has anyone had any luck connecting the Jamf API to the Developer platform? I can’t seem to get an access token generated the way it should be despite following what I think are the right steps. If someone has been able to do it, any guidance would be greatly appreciated! Thanks
Hi, I run a local newsletter in which one of my responsibilities is reposting the posts of my clients onto my businesses Facebook page for added exposure. I was wondering if there is any way i can setup and automation where this is done for selected facebook profiles (my clients), since this would save me a huge amount of time.Thanks for your help
Is there any way to automatically import a csv file into Wix? I use OwnerRez and I want every contact that books to be imported into my WIX contact list. I don’s see the option available from Ownerez to WIX but is there any workaround such as:OwnerRez - ??? - WIX
Im trying to create a slack bot that uses GPT to read my Slack conversations and create daily roundups of all the things I did or was working on. It would read store rows of tasks I did in Sheets or Send me an email. I dont care.Im just trying to track all the things I worked on in a day/week for my record.
Hello, Since the change to GA4 i have an issue with forwarding information from a Hubspot property change (like deal stage) and updating a defined conversion/key event in GA4. It used to be “Create a measurement”, not sure what to use now. Ive tried a lot of options, none are recorded in GA4. Thx in advance
I need to select click event as conversion event which is marked as key event in GA4- But even after trying multiple times by generating that event over and over in GA4, Google analytics 4 conversion Zap still not recognizing the click event. It is only detecting purchase and lead event but not the click event. I need to pass the click event from GA4 to Facebook ads as custom conversion.
I'm using Zapier (this is a DialPad supported integration) with the DialpPad API and PATCH and can update fields, however I can't add a second phone number. It simply writes over the existing number. I can retrieve the existing number, however I cannot for the life of me figure out how to pass two phone numbers from Zapier.PUT doesn't seem to update at all, despite the Dialpad API documentation suggesting that it does.I also can't pass in two phone numbers with a POSTThis is a DialPad supported integration.How do I pass a second phone number in Zapier to Dialpad?ThanksAndrew
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
I set up a zap to update contacts between two platforms. We are seeing a discrepancy between the originating platform and the CRM. The total is about 100 entries. My theory is that same entries were not transferred due to a custom field not being set up. If contacts were not imported prior to the custom field being setup, how would I update those missing entries?Thank you for your help in advance.
Is it possible to create a custom connection to an application that is not listed?Like Dayforce, WorkDay, UKG...
I’d like to extract customer information from our Monday.com customer board weekly (initial thought is .csv) to then automatically add the information to our Google Remarketing List. Any help would be much appreciated!
Currently, my Lofty CRM account is connected to the Luxury Presence website. Can Zapier facilitate the integration between Homebot and Lofty CRM? What type of information can we obtain through this integration? Would it potentially disrupt the existing integration?
Hello Community,This is my first post here.I have used email Parser by Zapier to add data from emails to a spreadsheet in the past.I have an application that is a little more complex. Let me explain…I generate enquiries or “leads” and forward them on to a range of customers.Leads come in via email. There are 2 formats for the email, depending which lead source it came from.Each email format has a unique word in the subject line. Potentially this could be used as a unique identifier.I would like to be able to “Zap” the data from the outgoing email into a Google sheet for each customer. I will set up a sperare zapier email for each customer and CC in the outgoing email.I’m a bit stumped on how to cater for the two different formats of the email. I know that different templates can be set up for zapier emails.Is there a way to get Zapier to choose Terplate 1 for Email Format 1 and Template 2 for Email Format 2?
create a trigger that deletes a task in Asana when a Zap is deleted on Zapier. Delete a task in Asana for every Zap deleted in Zapier.
I am trying to update rows of an existing Gsheet worksheet on receiving a trigger. Basically, I am sending a webhook which is captured by the trigger. The payload contains a list (array) of dictionary which contains two important items,`contactId` - this I need to match in the existing worksheet, it should be present in a column `outcome` - this is what I need to add to another col for the matching `contactid`I tried using “Lookup Spreadsheet Rows” where I was trying to find all rows with matching `contactid`. I thought once I have the `rowsids`, I can use it in “Update Spreadsheet Row(s)...” with the `outcome` values. But it is not working - I am stuck on setting the “Lookup value” of “Lookup Spreadsheet Rows” which seems to be not accepting an array, but only a single value! Is there any other way to handle this?Thanks!
I operate a unisex brand but have needed to categorised the products on the website as male and female. Can a Zap be set up so that when a new order is received, say for a "male" product, it automatically updates the product count for the corresponding item in the "female" inventory?
Hi,Is there any way to connect Zapier to WooCommerce without using the Zapier plugin, perhaps by using an API key and a WordPress application password?Is having the plugin installed mandatory?
Hello, I have an existing Zap where if a Google Form is filled out, a HubSpot deal is created. I want to have a HubSpot task created after the HubSpot deal is created. How do I do this? I don’t see a “Create task” HubSpot action in the events drop down. Please advise. Thanks!
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