Zapier integration

@marzio, it is highly unlikely that I will be able to add the add a tag action due to my workload. As I said in the PM, it would likely be easier to use site tracking or simulating a form submission instead of Zapier. How are you going to even trigger the app from your site??

The trigger will be a sale on my site. I think i’ll follow your advice and i’ll use site tracking or use some sort of form submission. Thanks

Many thanks @zpetterd the Zap works like a charm.

I agree it would be epic to have access to tags through Zapier, but you can only do what your workload allows, fair enough.

On another note, is it possible to edit an existing lead via Zapier? For example adding a lead with the same email etc just a different field (say, phone number) and Mautic would recognise it is an existing lead and edit it, rather than create a new one? Or any other way to edit leads via Zapier?

It’s not working for me. I have done everything but when I try to “Connect a New Account” a new window is opened and I fill the informations (domain, public and secret key), the page is redirected to “http://mkt.aiesec-sa.tk/oauth/v2/authorize_login” and ask my credentials (login and password), after I login, a new Mautic’s page apper telling me “404 Not found - The page that I’m trying to access does not exist” (http://mkt.aiesec-sa.tk/oauth/v2/authorize?client_id=55ogjjtd7gw84gogwkoso8848o8owwgc4gss00s0gg0c000cck&redirect_uri=https%3A%2F%2Fzapier.com%2Fdashboard%2Fauth%2Foauth%2Freturn%2FApp37497API%2F&response_type=code&state=1462875360.3296338).

What should I do to solve this problem?

HI (again :slight_smile:

Does anyone have any advise on how to use the Add to List zap? It is very straightforward but it presumes one knows the lead ID beforehand. Since the zap does not have Search actions, has anyone used this zap and/or have a recommendation how to obtain the lead ID dynamically within Zapier?

I am trying to trigger a Campaign once the lead is created via Zapier but there are no triggers available for “New Lead” (only joined list or form submitted) so the only workaround I can think of is to join them to a list through Zapier. Any ideas how to trigger the campaign after they are created via Zapier would be enormously welcome!

Thanks!

@mendesws I’m not real sure what is happening there. Try going through all the steps again making sure that you copy and past the callback URI into Mautic correctly.

@startfinance There is a New lead trigger there, as has been recently mentioned there is a “Find a lead” search which you could use to find the leads ID. The other option is to add the lead using Zapier while also adding a tag to them which then adds them to the list and then campaign.

Thanks @zpetterd

That is exactly what I’d like to do, I am actually creating the lead via Zapier. But how would you advise to add the tag on the same zap? As far as I can see, there is no way to add tags via Zapier? Secondly, how would I add them to the list once they had the tag, before they can trigger a Campaign process?

Sorry to bombard you, I understand you’re a volunteer, but your advice will be enormously appreciated.

… also, I have read in your last comment and a few older comments about Search. I can’t find it? I have setup a test Zap with NEW LEAD as trigger and then ADD LEAD TO LIST as action but can’t see where Search is? It should normally be after choosing the action but it’s not there. Am I looking in the wrong place?

@startfinance are you using the integration called “Mautic API V2”. You are correct that you should see the option to search when on the action screen. There is two versions as Zapier updated their API and a number of people are still using the old version.

I got myself confused about tags, using search would be the best way of achieving what you want

@zpetterd many thanks. Yes I was using the original integration, I hadn’t taken the new invitation etc. It seems all good now, will now tinker with it a little bit. Thanks again!

Further to the last comment. Do you have any pointers how to use the Search option? It says

[quote]Search text
The search term you would use in Mautic to find the lead[/quote]

I tried

and other variations but no luck. What should the syntax look like?

It uses thr exact same format as the search in Mautic so you would need to use email:me@here.com

Thanks.

Although in the Action’s test it keeps returning always the same lead ID, regardless. of the search. For example I search for

email:me@here.com
email:me@there.com

email:me@nowhere.com (one that I know does not even exist on the database)

and they all return the same ID. Is this the expected behaviour on the test?

Hi @zpetterd

Has the Zap changed lately? My ADD LEAD TO A LIST actions are failing to retrieve the Lead ID from a previous CREATE LEAD action. This worked just fine a few days ago. Any clues?

link text

  1. I create the lead (using Auth 2.0 and Zap v2), it goes well, creates it just fine
  2. Next action I want to retrieve the lead id to add the lead to a list, this worked OK recently but now seems to return a 404

The connection is working well, otherwise it would not have created the lead, plus, this exact setup worked well just a few days ago.

I am panicking

I tried doing a Search action in the meantime while the usual procedure worked but it seems to not be accurate either. I searched for an email address in my list: rach.el.jm.3.test@gmail.com (which is obviously unique in the database) and it returns the ID of a different lead. It doesn’t happen with other searches. I believe the dots in the email address are causing the problem? Same thing happened with another email that also had a dot in it.

… actually no email search is accurate, regardless of the dots or no dots.

I’ve found one problem that is a Mautic core problem so I have created a issue about it on GitHub here https://github.com/mautic/mautic/issues/1982
The fix is now pending release https://github.com/mautic/mautic/pull/1961

This has generally broken the create/update functionality.

Hopefully that is the source of the problems, if the problem that everyone was having on v1.4 occurs again there isn’t much I can do without some debugging by someone who is having the problem as it was working on our install.

Not working here. :frowning:

DataPostError: Problem creating item. (authorization failed: mail.oficinaderedacao.com returned (404) Not Found and said "URL requerida não encontrada: /api/leads?

Thanks for the quick reply @zpetterd!

But it is still not working, I added brand new credentials on both instances with the new callback URI and I’m getting the same error messages. Tried several times after clearing cache too.

(Account with version 1.2.4 still connected and working)

Is there something else I should try or do?

@zpetterd

I am also experiencing error messages and trouble reconnecting on a self-hosted 1.4.1 instance and a hosted instance. One Mautic Zap pushes new form submissions from JotForm to Mautic and the other pushes new leads created in Sugar and has been working fine until today.

Callback URI is https://zapier.com/dashboard/auth/oauth/return/App37497API/ on both instances, on self-hosted instance I get:
Mautic API V2: siteurlselfhosted.com returned (500) Internal Server Error and said nothing

on hosted instance I get:
Mautic API V2: siteurlhosted.com returned (404) Not Found and said nothing

(updated API keys and still getting errors)

Interestingly, I also use the zap on an instance that still has 1.2.4 and that connection still works.

Should I reach out to Zapier or JotForm support?