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Are there any existing ways to create Zaps within Xero Projects? We currently use Pipedrive to build a deal, and are looking at how to automate the quote creation between Pipedrive and Xero. Separately, we are trying to use Projects more in Xero so we can easily identify profitability of a deal/project.Is there a way to take the products listed in a deal in Pipedrive, and add those products to a Project in Xero (or when a draft quote is created it also copies it to a Project)?
Hi! Has anyone else had issues with the apollo.io Triggers? I am initiating off of a new contact and that does not seem to be starting my Zap. The documentation with Apollo is unclear what exactly counts as a new contact- is it saving the contact to a list or a different step. Thanks!KT
Hi!Can someone explain the best way to set up a Zap that will allow me to have my team’s Fathom call transcripts moved to a shared (team) folder in G-drive? Any help would be appreciated. Thank you.
Hi, I would like to know if it’s possible to send a url (which is an image) to Google Chat with Zapier and allow image preview. Something like below: Any input is appreciated. Thank you
This post was split from topic: If you don’t mind my asking one more question - is there a way to pull in data from the PDF Doc to the TO field? Not sure if that’s possible. I’m not seeing that as an option in the TO dropdown.
I’m trying to create a zap for Slack thata. monitors all public channels and private channels for links / files / imagesb. sends that to another channel (hence #media-dump)Is this at all possible? I’m trying to wrap my head around whether or not I should make 3 individual zaps that filters for links, files, and images. then another 3 to get those that trigger the filter to be sent on over to the channel.any help or insight is appreciated
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?
I am trying to update a record in my Zapier table and insert a google drive link. but I keep getting this error. -Error code 400: Error found at request.body.updated_records.0.id: Cannot create ULID from string of length 2 (general:validation_error)I tried using Zapier URL shortener to see if that would solve the issue and I am still getting the same error.
I have tried using chat & opening a ticket starting last week, but haven’t received any response. What is the best way to get issue support on Zapier?Now for the issue I am trying to resolve.I am not seeing the workspaces in Motion Zap steps, they were there the first day I started testing early last week. I left the Zap I created as is with the Sales Workspace connected but even in that Zap it's not showing any of the other workspaces available. And that Zap still works, just tested it. I have no issues with the connection, see below, but also have removed the connection and readded it with no change in results.
One of my Zaps has disappeared. I dont think i deleted it but maybe I did. I am trying to find the trash can which other post mention, but its not on the left side bar in Zaps any ideas.
I have a Stripe checkout page (see screenshot) that has “email”, “name on card”, and two custom fields for “first name” and “last name”. By default Stripe brings through “name on card” as “name” and we were using that with a splitter function in our zap. However, sometimes the name on card is just an initial .e.g “J Adams” so our CRM was bringing through “J” as the first name. We added First Name and Last Name to the Stripe checkout page however these two custom fields are not coming through to Zapier. I have loaded a new customer from stripe and it sees it in the test data in Stripe. Any help appreciated. I’ve tried recreating the zap from scratch and it’s not pulling through.
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 want the ability to remove contacts from 3 constant contacts lists (if they are in those lists) if they make a purchase in Thinkific. I set up the Zap to the correct product in Thinkific and then went on to remove contact from all of the lists or even one of the lists and I keep getting an error message. Do I need to have a condition or action to find the contact first and If I do what would that flow look like? I keep seeing articles that removing contacts from lists from constant contact isn’t possible and has to be done manually.
I keep running into this issue where I add a new required field to the CRM and then suddenly all of my Zaps that create records in that module throw a bunch of errors and Zapier disables them. This is exceptionally frustrating. These fields are typically dependent fields and are not relevant to the records being processed through the Zap. The CRM does not require them to create the record and yet Zapier insists on enforcing them. I am the admin of the CRM; I should get to decide whether or not a particular field requirement is enforced or not. Is there any way around this? Ideally, I’d prefer a solution that avoids populating dummy values into these fields, as that creates unnecessary data messiness in the CRM. However, if that is unavoidable, is there any way to set a blanket rule that says if a missing require field error pops up, the value should always be “X”? And then lastly, if neither option is possible, how can I set up an automated alert that will notify me if this specific er
The current filter functionality does not behave as expected when used with line items. There appears to be a discrepancy between the UI display and the actual data processing logic. Scenario: When using a filter such as (Text) contains "," on a field with line items displayed as "123123,292929". So it’s “Only continue if "123123,292929" contains “,”. Expected Behavior: The filter should trigger because the combined field value shown in the UI contains a comma. Actual Behavior: The filter does not trigger. It seems that the system is checking each line item individually (i.e., "123123" and "292929" separately), neither of which contains a comma, rather than the combined string. Or same if you use: So it should only continue if “Candidate Duplicates” doesn’t exactly match “Candidate ID”. Candidate Duplicates is here a line-item(s). Example:Candidate Duplicates shows in the UI as “61289731, 64942779, 65480446, 66053111, 68455381, 70584611”. Candidate Id is “70584611” In the Zap Run Histo
HelloI have this message error. I looked over the forum to find help : Zapier has the permissions to manage webhooks, to send message, to manage roles …. i show you all my tasks. do you have any idea on this troubleshoot error ? Thanks in advance :)
My issue is regarding setting up zaps to Asana. When setting up it a zap to an existing project it requires I select a ‘section’. However the field remains blank (doesn’t load any sections from Asana project) event though there are sections for the project in Asana. It will not allow me to progress with the zap without selecting a section. Has anyone else come across this?It’s a fatal error for me as its preventing me from creating Zaps to Asana.
Hello! So i’m trying to make an integration from toggl tracker to notion that should work like this:start tracking time via toggl tracker when tracker is finished, it should create a time entry that gets picked by zapier puts the data such as duration and time in a notion So the zap works amazingly when testing, but as soon as it gets published it starts to get errors.Idk how to fix this
Has anyone managed to connect to Microsoft Dataverse? If so what are the steps?
I created two zaps to connect Slack and Clay.com. Trigger: When a new message comes in a channelAction: Add a new record in clayIt was initially working (yesterday), but not it is not automatically working. I am able to do manual transfers
Hey there! Janine from the blog team here. We just published an update to our detailed guide on line items. If you’ve ever wondered what line items are, what they do, and how to use them in Zapier, this is for you!Here’s a brief excerpt from the intro: If you’ve ever received a receipt for a purchase, or filled out an invoice, you’ve already seen them: A line that includes each product’s name, price, or quantity, repeated for every product.In Zapier, the definition of "line items" is extended to mean "a group of similar things, with information about each of them". If you're a developer, calling line items an "array of objects" wouldn't be far off.This could look like various expenses on an invoice from Xero or QuickBooks Online, all the items purchased through an eCommerce platform like WooCommerce, or rows in an Excel spreadsheet, or even a list of the dogs you see outside. In each case, the items all have similarities with each other, but slightly different values between them. When
I'm interested in implementing the following automations, are these possible?1: From Instagram stories to Snapchat.2: From Instagram posts to Threads.3: From Instagram posts to Twitter posts (without complications, as I often include location and music on Instagram).
Have you ever found yourself making the same steps over and over in different Zaps? It’s honestly not a great use of time, but until recently it was the only way to get things done. But now with Sub-Zaps, you can build those steps once, then re-use them in any Zap! That way, you can spend more time on the interesting things in life, like learning how to cook a perfect medium-rare steak, or building a treehouse for your cats.A Sub-Zap is basically a normal Zap, but instead of having a normal trigger, it’s triggered by a different Zap, then returns information back to that Zap in its last step. You can think of it almost as a custom Action step that you build yourself, and can use in any Zap you like.When you’re making a Zap and want to add in a Sub-Zap, you’ll add an action as normal, but choose the “Sub-Zap by Zapier” app:(view larger)This will let you choose the “Call a Sub-Zap” action, and pick which Sub-Zap you want to use in this Zap. If you’re following this guide, you haven’t mad
One of my zaps is not working effectively, even though the test zaps are performing how they should. I keep getting an error when someone triggers the zap that it is not a valid email addressSquarespace form completion to flodesk update subscriber. Brightside: I’m getting notifications when the squarespace form is completed so I am able to manually add these new subscribers!! But would obviously love for this to be automated :) any help is so appreciated!
HiI want to create a Zap for creating a new google workspace user, using details from a google form. The problem I have is the primary email address field. I can’t put anything in the google form to pull this data and it wont let me create the zap without it. Obviously this will need to be first name and surname followed by our domain but unsure how to get that across into the google workspace primary email field. Any help would be much apricated. Thanks
Hello, I hope you’re well I’ve been trying to build a Zap that will, when a new lead is created in Birdeye by messaging us through Livechat, pull their details through to Pipedrive, try to find an existing ‘Person’, if one exists, then create a new lead attached to said person, otherwise to create a new ‘Person' and then a ‘Lead’ against that record. When I’ve tested with the Zapier ‘test’, it works fine and actions. When I actually put it into practice and do a test of messaging via the chat, it doesn’t come through and I understand it is an instant Trigger. Am I simply misunderstanding, therefore, what the ‘New Lead’ event trigger is actually referring to within the Birdeye function, and can anyone advise then how I can work it? Kind regards Sam
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