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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
I can’t seem to figure out why Zapier keeps re-authenticating even though there aren’t any 401 errors. You can see that the test request comes back consistently with a 200 response, but is followed by new authentication requests. I’m hitting rate limits on the /api-token-auth/ endpoint because of this. Any ideas on what might be going on? And here’s the code: const test = async (z, bundle) => { const options = { url: `https://api.opensolar.com/api/orgs/${bundle.authData.orgId}`, method: 'GET', headers: { Authorization: `Bearer ${bundle.authData.sessionKey}`, }, }; return z.request(options).then((response) => { response.throwForStatus(); const results = response.json; // You can do any parsing you need for results here before returning them return results; });};const perform = async (z, bundle) => { const options = { url: 'https://api.opensolar.com/api-token-auth/', method: 'POST', headers: { 'content-type': 'application/json',
I am getting an error message for emails that have a zap sending to me. When I test the zap, it works just fine. Same thing with a google sheet I have for it as well. How would I fix this?
I want to send an email every morning with a table from google sheets but I can’t get the table to format correctly in the email.I want it to put each account on a new line so its easier to read
does anyone know how/who could build an integration for the opus.pro site (Shortform content site) not sure if it even has an api but if it has/will get one then.
I am using email parser to process email alerts. I got it working selecting an email address from the body of a text message. I just want the email address to be used in my next step in the process to look for the company name associated with that email address. The problem is that the variable automatically assumes I am trying to send out and email by appending a mailto link in the email address. Is there a way to turn this off?
Hi guys – we have a LinkedIn ad campaign running that pushes to our website (with the intention of our target audience booking a demo via an embedded Calendly). I have a Zap set up that passes conversion data if a demo is book into Mixpanel, and it passes all data mapped except for UTM Source (which is configured). This is important so we can attribute demos booked to our LinkedIn ad campaign. Any thoughts on how to ensure this passes through / is set up correctly? Thanks!
I’m trying to create a reminder email that will be sent out regularly until a form is submitted in another application.I can find a way to send this once or twice with Paths by Zapier or Filters by Zapier but that will only allow me to trigger a finite number of reminders, requiring that I set up a new path for every iteration of this loop.I found a topic, “Re-run a Zapier until a task is complete” that I think may have the answer to my question, but the answer tells me to watch a video at https://community.zapier.com/tips-and-inspiration-5/video-creating-a-looping-zapier-automation-using-webhooks-585 , and the link tells me I’m not authorized to view the page.
I created an excel file with the 12 months as my worksheets. I am adding payment information as rows. But I want to add them based on the payment month. For example, if payment is in January, the row should be added in the January worksheet, all February payments should be added in February, etc.
I’m trying to create a zap that pulls out data from an appointment software (Timely) for email marketing purposes. So I created a trigger from “Timely” and the samples that are pulled from it are missing data. So it’s pulling their name, email, etc… and also when their future appointment is, but not when was their last appointment. Even though it’s information displayed for this client in Timely.How can I make Zapier pull in all this missing info? Attached photo from “Timely”, for a certain random client. Zapier will show the data of the next appointment, but not the last appointment.
Hi EveryoneI’m using the action ‘Create Document from Template in Google Docs’, populating a number of field placeholders using values from a Typeform form.The document being created is a set of meeting minutes and includes a table of attendees at the top of the document. In a column alongside the attendees names is a hardcoded list of job roles. Where an attendee does not attend I need to not only have the placeholder disappear (‘Unused Fields Preference - Remove’), but also remove the whole line from the table (to avoid large amounts of whitespace in the middle of the doc). Has anybody got a clean way of doing this?My solution is to prepare numerous templates, one for each combination of attendees, and then use Paths to match the relevant attendance to the relevant template. However, this seems cumbersome at best. Can anyone think of a simpler way? (Apologies - I’m new to Zapier, so there may be a very obvious solution using an app I’m unfamiliar with).Any help, much appreciated.C
I’m trying to zap form information from my Airtable form to a google sheet but one of my columns is not showing up in zapier. It’s showing in the view I chose in airtable for my zap but no matter what I do it isn’t showing to link in zapier with my google sheet.
HiI’m trying to string together this work flow: I have a Zap that creates a new epic in Jira from the data in a Monday.com item. The Jira ticket has a custom field to store the Monday.com item id A second Zap that stores data from the Jira epic in a Zap table on a field status change. The data stored in the Zap Table is the Monday.com item id pulled from the Jira ticket and the status change. I would now like to have a third Zap that is triggered on a new record being added to the table. That Zap would update the status change in the Monday.com item, matching the correct item through the id in the Zap Table. So something like this: If new record in table: if value for Zap Table col “Monday Id” == Monday item id: Monday item col “status” = Zap Table col “Monday status”
How do you create custom date formats? I want to change the format of the date AND remove the year. I manage to change the format:But, I would also like to remove the year. (MMM DD only).I tried to press “custom” - but I can’t write anything there, because the only options I get are these: Why is that and how do I gix it?
Hello Zapier Community, I have managed to get a new spreadsheet created everytime a form is filled out. Now I want to transfer the entered information to the right place in my spreadsheet. The spreadsheet is a document that matches the questions in the form. For example, the name is asked in the form. This should then be inserted in the correct place (column and row) in my spreadsheet.I would be very thankul if someone could help me with this step.
Hello Community we are payroll startup company and the idea is to automate and send notifications via Email and text messages to our clients who's details shall be fetched from our google sheets which are uploaded every week. The columns will be consisting of name, number, email , gross pay & Net pay. I'm looking automate this and want to the zap to get the gross and net pay from the sheets
Zap: Google Sheet to ServiceM8 Problem: Dynamic value generated by formula in Google Sheet turns into “???” when transferred into ServiceM8 Context: Used to work fine a couple weeks ago, still works when doing testing before publishing, only “???” shows up in live version Request: is there a setting I need to tweak, redo the Zap, or is there a workaround, like an extra step to turn the formula into a hard-coded value? Thanks for your guidance
I am creating a database item in Notion as an action.I tried to create a ToDo checkbox block, but I'm confused about how to do it.Does anyone have any insights?
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