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I have seen a handful of post on how to create a subtask in ClickUp using Zapier. I have been able to accomplish this. However, I would like to be able to locate a specific subtask in ClickUp and update its custom fields with data from the Parent Task. The reason being our subtasks and task are created through ClickUp’s front end automations. For example - Our Marketing team creates their marketing plans through a front end automated workflow. We have an “Events” space which houses all of the events (tasks) our marketing team will be working on. Within this “Events” space they have the option to “Create Marketing Plan” (a custom checkbox that can be checked). This then created a new task with multiple subtasks (from a template) in the “Marketing Space” called “X Event Marketing Plan”. Using Zapier I have been able to locate this new task “X Event Marketing Plan” but I am unable to locate any of the subtasks within the “X Event Marketing Plan” Parent task. The goal would be to locate th
Just saw “Zapier Learn” and wondered what powers learn.zapier, is it home grown, built via Zapier interfaces or some other 3rd-party offering?
I have set up my Outlook/Office365 Account in Zapier, but when I try to test the Zap I get this error message: Failed to create an email in Microsoft OutlookUnable to send an email: The mailbox is either inactive, soft-deleted, or is hosted on-premise.
Hey!I am creating a Zapier Integration that attaches to forms in our application. Each customer of ours has many forms, each with varying fields. How do we dynamically handle fiends. I’d love to just send JSON over with the fields in key/value pairs, but since this varies from request to request and the possibilities are infinite, how do zapier users access that data in their zaps? Ie.) if the output doesn’t define the field “first_name” is there a way to access that in actions for when it exists? Thanks in advance!
I am using a form fill on a website to collect data. In my first zap, I have a webhook to collect the data from the form fill. I am then using that data to automatically fill out a templated pdf in PDFFiller with the data from the form. Basic stuff, all working good. The main thing here is that I use some of the input data to build the file name of that filled pdf. See here:Now where things get interesting is I have a second zap that takes that filled out pdf and uploads it to Google Drive. Everything works good, but it is forcing me to rename that file before it goes in Google Drive (Filled Document Name). The problem there is there is no dynamic field options in that trigger. So I have to enter a manual value. OUTCOME: I want to use the same file name as is created in the first zap. The one in the first screenshot that says F209 - Incident Summary - VALUE 1 - VALUE 2). I tried Storage by Zapier to pull data from the first zap, but I would need it to be positioned before this trigger,
Hi,Some fields are not sending to hubspot. I contacted hubspot support but they are saying that its something wrong from Zapier side. I tried and check all troubleshooting at my end but still issue is not identifying so can you please help me to fix the issue.We also have email issue. Our email is not setting here. Please see screenshot. https://prnt.sc/moxw2JNWAnz_And also issue on the dropdrown values which value we have set here it send the same value on the form submission if we settled different value https://prnt.sc/ai74qymCDYEPWe are testing with free version so if all goes will then will go to paid Professional plan.Thank you!
How do you send a reminder email 30 min before a meeting? The meeting details, date and time, comes from our trigger, a booking page.This is my “flow” so far, I’m on step 4. I don’t get how the “until in Delay” works, if you want to send an email - before - a meeting.Nor if that’s what I should use.So - how do you do it?
I am geTting new lines on my google sheet , but not all LEADS ARE SHOWING UP ON THE GOOGLE SPREDSHEET
The integration used to work perfectly but after a few days, the Zap successfully runs but the DATA OUT says no data so I’m not able to get data from the forms into the sheet at all.
Hi, Is there any API zapier provides to post tweets directly on twitter? Earlier I was using Twitter APIs but now rate limits are set and a user can post only 100 tweets in 24 hours which is not practical. Thanks
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 saw the last post related to this, but they seemed to be entering in “form” instead of “email”- so that’s no the case for me. i have email in there, but nothing is coming up on Mailerlite. I have the double optin turned off. Zap is turned on. My leadpages support person has been troubleshooting this for a week with me. Any help would be appreciated.
Hey Zap Community! 👋I've got a Google Sheet loaded with login info and user credentials for one of our systems. I'm curious if there's a clever approach to teaming up Zapier and Mailchimp to smoothly dispatch these credentials via email, individually to each person.Imagine, whenever a fresh row pops up, an email shoots out, carrying the username and password from their respective columns. Any feedback or comments are appreciated 🙏
Hi you all! I’m new here in Zapier!!I need two fields in each deal (Hubspot) to be updated when the corresponding Stripe subscription updates. How do I relate a deal and a Subscription in Zapier? I mean how can I related hubspot deal id or name to the customer's id or name on stripe? I know it works for a one-on-one zap. But I was wondering if there is a way to make a zap in which Zapier detects an update in any subscription and automatically finds which enterprise deal in hubspot it refers to. So every deal would be updated but with only one zap made for the hole process itself (and not for each of the 200 subscriptions/deals). It's my first time on Zapier so I'm not sure if it works like this. For example, I tried a zap in which Zapier detects if the customer email on Stripe is the same as the contact email from the deal in Hubspot, so it would automatically detect which deal to update, but that didn't work. Do you think something like this is possible? Or I should make 200 zaps to
Hello Community! :)Just wanted to create my first zap but it doesn‘t really work! I use Transloadit to get Assemblies (in form of images) there and want to upload them in my Google drive. What I imagine what it should do is:Assemblies / Images comes in (Transloadit) Zapier creates a new folder in my main folder with a date (works!) Zapier puts the new images in the folder from the 2. step2 things won‘t work right now: I don‘t know how to choose the new created folder from the 2. step (I can use my main folder but it wouldn‘t be that good as many pictures will be uploaded) the output in google drive is not an image, it‘s a txt data with the file name of the picture, is it even possible to do this with images? I will put some screenshots to this post, so you can what I tried before! Thanks for your help! Greets Justus 😁
I'm testing the new Interfaces AI feature for some weeks now. I have success with a limited answering AI, what can tell 2-3 easy to understand computer troubleshooting ideas for my Customer's PC problems, and if it cant solve the pronlem, offers my location services. As I already use Forms for Call Me Back data collection, I would like to combine AI and Customer data collection. The problem is that I can not send data to a Zap from the AI chat + Form fields in the same time. Scenario A:Page 1: a Form with Name, Mobile, Email fields, on submit it can pasa data to Page2. Page2: Customized AI Chatbot. I can use .arkdoen to access Page1 Form fields to display: Hello Name! I can put an action to AI to start a Zap with AI chat text, but can not pass Page1 Forms Field data to Zap to make a record in my CRM with Name, Mobile, Email and AI Chat text. Scenario BPage 1: Custom Ai Chatbot.Under the Chatbot: a From with Name, Mobile and Email input. If I use AI button to start a Zap, can not pass F
I want to take a phone number and file from a gmail email we receive for a voicemail and put it into a phone and file column in Monday.com. is this possible and how would I go about it ?
We are trying to sync the status of the customers account in shopify to a field in Pipedrive.eg: Classic account invite sent Has a classic account No classic account
Hi Zapier Community, I need an automation between Trello and Thryv. When: A card is added to a list in TrelloThen: Find/create client in Thryv and create a SMS conversation and send the SMS to the client I have managed to achieve connecting Trello and Thryv and successfully finding and creating the client in Thryv using details in the Trello card. However, only email conversation can be created in Thryv, the question is, is there a way to create SMS conversations instead of email conversations only? Cheers!
I am trying to create a zap with Firebase and Gmail. Whenever new document is added to my Users collection, it should send an email. My challenge is that my config cannot find the new documents created. Here is my configuration for Firebase;Event: New Document within a Firestore Collection Account: Connected Trigger: Collection: Users Query: { "orderBy": [ { "field": { "fieldPath": "created" }, "direction": "DESCENDING" } ] } Here is my Firestore structure Here is my zap config screenshot; I would appreciate any help.
Hi ,I am writing to inquire about the refund.After changing to the free plan on July 27, I checked the invoice with '-568.28$' on the 'Billing and Usage' tab.However, when I checked again this week, I received a message from the manager of our internal funding team that the status was 'Forgiven' and that the refund was not made successfully.1. Please explain why it's in the "Forgiven" state.2. Please help us to refund all the price successfully.
TL;DR - “How do I take records obtained from Brex using the “Get Card Transactions in Brex” Step, and then append them to the end of a Google Sheet? Am I even on the right path as far as what tool(s) within Zapier to use?”I’m working on automating some reporting, and one of the data sources is Brex card transactions. I run a significant number of Brex reports for various entities monthly, and am working to remove the manual report pulls from my task list.So far, Brex does return the desired transaction records when I test “Get Card Transactions in Brex” in step 2, but that’s where I get stuck.I’ve poked around the “Formatter by Zapier” and “Code by Zapier” steps, but so far nothing seems to align to taking a set of records in key-value pair and turning them into rows that I can digest into Google Sheets, and neither of the Google Sheets steps (lookup & update row(s)) see any data from Step 2 without something in-between.There’s also probably more nuance here than I even see yet - I
Zapier does not seem to support Omnifocus triggers (e.g. Create New Item in Notion).Has anyone discovered if this is possible?Zapier has great web presence and seems to promise the world - so far I have been disappointed that their marketing does not seem to live up to the reality of their product.Thanks!
I am using a iOS shortcut to append text to dropbox txt file.The content is in French. I then try to retrieve it whenever a new file is created in the dropbox folder.Whenever there is an accent in the content of the text, then Zapier says “binary content unsupported”.So How do I do to make it extract text with accentuated characters?
I need a workflow to pull a table from a spreadsheet once a day, and send it through an email. For reference, here’s what the table looks like:And here’s what I need the email to look like:Essentially, I know that it would have something to do with the use of custom HTML in the “Body” section of the “Send Email” action using gmail. Is it even possible to carry over all of this formatting, let alone feasible?
Context: Currently, I have a zap which automatically uploads all files received in my Gmail account to one specific folder (ex. named “2023”) in Google Drive. In this folder, I have also created sub-folders for each period (Q1,Q2,Q3 and Q4). Is there a way to automate further filing of these files uploaded to the 2023 folder as they arrive, so that they get automatically moved to the corresponding sub-folder based on the date at which they are uploaded? Ex. any files uploaded from January - March would get moved to Q1, April to June to Q2, etc. Thank you
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